What is professionalism? Broadly, professionalism can be thought of as the qualities that characterize competent practitioners. Those with whom we interact – clients, colleague, competitors and others – are keenly aware of our professionalism. And actuaries are expected to exhibit these qualities, with opportunities and rewards for those who do so consistently.

A critically important facet of professionalism is the management of risk, both financial (professional liability) and reputational. Failure to do so in a thoughtful and coordinated manner can adversely affect your organization’s financial health, your job and even your career as an actuary.

This seminar is a great opportunity to discuss and explore managing professional liability and reputational risk with a group of your peers and experts in the field. Topics we’ll talk about include:

• Engaging in client relationships
• Setting and managing expectations
• Handling potential errors
• Addressing real and/or perceived conflicts of interest
• Independence in the client relationship
• Client relationship “danger signs”
• Disengaging from a client relationship

We promise you’ll find the discussion at this Professionalism Seminar to be educational and thought provoking.

Note that the allocation of EA credit depends on the actual content of the session.

Speakers