2024 CCA Professionalism Forum

Sessions:

01 - Peer Review – Why is it So Important? December 03, 2024 10:00 AM - 11:15 AM

A peer review program can help you deliver high quality products and services. The presenters review what constitutes effective peer review, the potential consequences of inadequate peer review, and its application to actuarial firms. This session will provide perspective, ideas for enhancement for existing programs, and some practical advice.

Session Category: Cross Discipline
Credits: CPD: 1.50

02 - Understanding the Code of Conduct December 03, 2024 1:00 PM - 2:15 PM

This session will cover several challenging professionalism scenarios using an interactive format with audience polling, and a mix of role-playing and presentation formats. The focus will be on applications of the Code of Professional Conduct along with ASOPs, ABCD and others as applicable. The scenarios will include background on the issue, potential precepts or other considerations that may apply, audience polling on potential outcomes, and panelist discussion regarding which outcomes may or may not be correct (recognizing that there may not always be a truly correct outcome).

Session Category: Cross Discipline
Credits: CPD: 1.50

03 - ASOP Trivia December 05, 2024 10:00 AM - 11:15 AM

As credentialed actuaries, we have a lot of professionalism requirements, so it is important to stay on top of all of them. Think you know them all? Join ‘Fun with ASOPs’ and test your professionalism IQ while having a bit of fun. Who knows – you could be the next Professionalism Gold Medalist! #GoTeamCCA

Session Category: Cross Discipline
Credits: CPD: 1.50

04 - Effective Professionalism Communication– Insights from ASOP 41 and the Code of Professional Con December 05, 2024 1:00 PM - 2:15 PM

Communicating actuarial results can be challenging. This challenge has grown as the world has moved away from formal letters and reports and towards less formal digital communications (some of us remember when it was unheard of to email results to a client). However, ASOP 41 and the Code of Professional Conduct provide guiderails to help us ensure communications are clear, effective and appropriate for the intended purpose and audience. Panelists will discuss best practices and potential pitfalls of actuarial communications.

Session Category: Cross Discipline
Credits: CPD: 1.50
  • 1 . Ellen L. Kleinstuber Bolton Partners, Inc.
  • 2 . Matthew Gregory Daskivich SageView Consulting Group
  • 3 . Tim Stawicki WTW
  • 1 . John R. Governale Actuarial Health Solutions LLC
  • 2 . Lisa G Ullman
  • 3 . Susan Pantely Milliman Inc.
  • 4 . Elizabeth A. Wiley Cheiron, Inc.
  • 5 . Allie Rosenberg PricewaterhouseCoopers LLP
  • 6 . Brian M. Septon Septon Strategies
  • 1 . Tonya B. Manning Gallagher
  • 2 . Julie M. Ferguson Mercer
  • 3 . Edward M. Pudlowski MorningStar Actuarial Consulting, LLC
  • 1 . Cheryl A. Ham Aon
  • 2 . Joshua Shapiro Groom Law Group, Chartered
  • 3 . Carolyn Diane Comeau Aon
  • 4 . Gordon A. Young WTW
  • 5 . Alexandra Willson Horizon Actuarial Services