Professional Standards Seminar


Session Handout

Professional Standards Seminar March 25, 2012 12:00 PM - 5:00 PM

Code of Professional Conduct, ASOPs, Qualification Standards, EA Regulations – pension actuaries are surrounded by professionalism criteria. How can we be sure that we are meeting all of these requirements? How does our Code and Professional Standards benefit us and our clients? Are our Code and Standards serving their purpose? What can I and/or my employer do to mitigate exposure? What should we do if we make a mistake? What should I do if I know of a breach of the Code or Standards? What happens to actuaries who breach the Code or Standards?

In addition to providing a basic review of the Code, Standards and ABCD, the presenters at this session, including current and former ABCD members, describe a variety of ethical scenarios on dilemmas that can happen daily to actuaries. Audience members are asked to analyze, discuss and debate their views of these situations and propose what they believe should be the outcome. This seminar is a great opportunity to get an update on Professional Standards, while getting a behind the scenes look at how the ABCD functions, and delving into ethical situations that can happen on a regular basis. Consider attending this informative, retirement benefits focused seminar on Professional Standards and ethics.

Session Category: Professionalism
Credits: EA Core: 2.50 EA Ethics: 2.90 CPD: 5.40
  • 1 . John T Stokesbury
  • 2 . Kathleen A. Riley Segal
  • 3 . Thomas S. Terry The Terry Group
  • 4 . Sheila Kalkunte American Academy of Actuaries
  • 5 . Thomas C. Griffin American Academy of Actuaries
  • 6 . Patrick W. McDonough Joint Bd. for the Enrollment of Actuaries
  • 7 . Lawrence A. Johansen
  • 8 . Dale H. Yamamoto Red Quill Consulting