2025 CCA Annual Meeting

Sessions:

001 - The High Stakes of Decision Making (Bias) October 26, 2025 5:15 PM - 6:55 PM

Decision-making can be a lot like gambling - weighing odds, calculating risks, and making choices that can lead to either successful outcomes or costly mistakes. As we gather in the vibrant backdrop of Las Vegas, explore the universal principles of strategic thinking and risk management. Learn how the psychology of choice and behavioral economics can guide you in making informed decisions, avoiding hidden pitfalls, and taking bold yet calculated risks. Whether you decide to take a big chance or play it safe, this session provides you with the tools to navigate uncertainty like an experienced high roller. This session is intended to satisfy the 1.0 Bias credit requirement under the USQS.

Session Category: Cross Discipline
Credits: EA Non-Core: 2.00 CPD: 2.00

002 - Business Session & Forecasting in the Fog of Uncertainty - 2025-26 Economy and Markets October 27, 2025 8:00 AM - 10:15 AM

The CCA’s Business Session precedes the Monday General Session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards. Our keynote presentation from Rich Karlgaard on the 2025-26 economy and markets immediately follows. What is the likely outcome of President Trump’s tariffs, both in the coming months and for the remainder of his administration? Are investor fears overblown? Is a recession now likely, and if so, how long will it last? And which industries and regions will be hardest hit? Will lawsuits challenging the president’s tariff authority succeed? What strategies are smart companies using to grow and thrive amidst all this uncertainty? Will tariffs slow down – or accelerate – AI’s “shock-transformation” of business? How will the U.S. economy in 2025-26 shape the elections in 2026? From his vantage point as a former Forbes publisher and now futurist and American commentator for Forbes Asia, Rich Karlgaard has interviewed some of the top business and global leaders of our time. He shares his business and financial outlook for 2025 and beyond. Called “The Navigator to the Future” by the late Harvard Business School professor, Clayton Christensen, Rich charts the best course of action for your business and industry.

Session Category: Cross Discipline
Credits: CPD: 1.50

101 - Penn and Exit: Making a Pension Plan Disappear October 27, 2025 10:45 AM - 12:00 PM

Every show has its finale and for some pension plans that time has come. In this session, we’ll explore the key steps, strategic considerations, and regulatory requirements involved in terminating a defined benefit pension plan. From preparing the stage with a review of the data and prepping the plan document, to managing the spotlight of compliance and participant communications, and lastly to lowering the curtain with an annuity purchase. You’ll gain insights to ensure a smooth plan termination.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

102 - Working With the PBGC October 27, 2025 10:45 AM - 12:00 PM

Join our panelists as they explore recent developments and the best practices for working with the Pension Benefit Guaranty Corporation (PBGC) in relation to single-employer plans. The discussion may cover key topics such as standard terminations, PBGC-initiated terminations, the Early Warning Program, 4062( e) liability and recent developments. Drawing from their own experiences, the speakers provide practical tips to help actuaries and plan sponsors navigate PBGC-related challenges effectively.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

103 - Jackpot Retirement: Reinventing the Golden Years October 27, 2025 10:45 AM - 12:00 PM

Come listen to members of the CPR Council, which is “breathing new life into retirement plans.” Learn what CPR stands for, why this council was formed, and what they have been up to since January 2025. Council members share an overview of the new retirement design developed by the council that addresses the shortcomings of our existing DB/DC framework in the US.

Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50

104 - Quit Gambling on What's Driving Healthcare Costs October 27, 2025 10:45 AM - 12:00 PM

Health care trends are hovering around double digits with various reasons including the effect of provider contract negotiations, latent pandemic-related health issues, and the appeal of weight loss drugs. Panelists provide information from large-scale data analyses to offer attendees valuable insights for immediate application, preventing the need to gamble on you next health care claim projections.

Session Category: Health and Welfare
Credits: CPD: 1.50

105 - Intersection of Price Transparency and Network Evaluation October 27, 2025 10:45 AM - 12:00 PM

For health actuaries, the traditional reliance on network discount metrics is being challenged by a new wave of cost transparency regulations and machine-readable files (MRFs). Speakers explore how the public release of negotiated rate data changes the way actuaries evaluate provider networks, assess plan competitiveness, and support pricing strategies. Presenters discuss practical ways actuaries can incorporate MRF data into their work—highlighting use cases in benchmarking and analysis across employers and providers. The speakers also address the limitations and complexities of this emerging data source, and how actuaries can balance transparency-driven insights with actuarial rigor. Designed for health actuaries working in pricing, network analytics, or provider strategy, this session offers actionable perspectives on navigating a rapidly evolving reimbursement landscape.

Session Category: Health and Welfare
Credits: CPD: 1.50

106 - Actuaries and AI: From Awareness to Action October 27, 2025 10:45 AM - 12:00 PM

Actuaries are increasingly curious about AI – but how is it being used in practice today? This session explores the results of the recent CCA member survey on AI awareness, usage, and goals, with a focus on what members said they wanted most: real-world applications. We’ll highlight practical ways actuaries are incorporating AI into their work, while also examining the professionalism considerations that come with adopting these powerful tools. Whether you’re just starting to explore AI or already experimenting, this session offers a grounded, actionable view of where actuaries are now – and where they want to go next.

Session Category: Cross Discipline
Credits: EA Non-Core: 1.00 CPD: 1.50

107 - In the Line of Fire - Actuarial Consulting in the Public Sector October 27, 2025 10:45 AM - 12:00 PM

Public sector consulting is called public for a reason! Our work product and consulting advice is presented in public meetings in publicly accessible documents. This means our work may be challenged in high pressure forums that require professional and resolute responses. This session will explore real-world situations that involve such adversarial conditions as well as control of work product issues. Bring your favorite war stories and questions for discussion.

Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50

108 - PBGC Update for ME and SE Pension Plans October 27, 2025 10:45 AM - 12:00 PM

A panel of PBGC representatives provides an update on the operations of their single‐employer and multiemployer programs. Topics include recent PBGC guidance, hints and tips about their programs, along with your questions.

Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50

109 - Issues with Cash Balance Plans October 27, 2025 10:45 AM - 12:00 PM

Traditional cash balance plans may have been designed to be safe, secure and reliable sources of pension income. But in reality that is far from the case. Though stated account balances are indeed stable, expected lifetime income is anything but. On the other hand, benefits under cash balance plans with market-based formulas are likely to be much more stable. Another critical issue with these types of plans is funded status volatility. What hedging approaches are available to manage that?

Session Category: Investment
Credits: EA Non-Core: 1.50 CPD: 1.50

How to Use AI to Lead (Yourself and Others): A Leadership Development Community Luncheon October 27, 2025 12:05 PM - 1:30 PM

Beyond using AI for technical tasks, actuaries are discovering practical ways to apply AI in leadership, team management, and organizational strategy. This lunch forum highlights industry use cases alongside live demonstrations of AI in action. Explore the practical benefits and future potential of AI in our profession through this interactive hands-on workshop, experimenting with your own AI tools. For the best experience, bring your phone, tablet or computer pre-loaded with your AI tools of choice (e.g. Chat GPT, Grok, Gemini).

Session Category: Cross Discipline

Monday Luncheon October 27, 2025 12:05 PM - 1:30 PM

201 - Late Breaking Developments October 27, 2025 2:00 PM - 3:15 PM

Expert speakers discuss the latest developments in the private pension sector. Recent rulings and regulations will be discussed in addition to pending retirement plan legislation and litigation activity.

Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50

202 - Betting on the Future: Impact of Legislation and Innovation on DC Plans October 27, 2025 2:00 PM - 3:15 PM

In this session, speakers will explore the evolution of the defined contribution landscape focusing on how legislative changes to defined contribution plans have influenced retirement savings and outcomes over the past two decades. Speakers will also discuss how recent legislation and market advancements are poised to further transform the defined contribution industry including pooled arrangements and lifetime income products and solutions.

Session Category: Retirement
Credits: EA Non-Core: 1.00 CPD: 1.50

203 - High Stakes and Straight Talk: Playing Your AI Cards Right October 27, 2025 2:00 PM - 3:15 PM

AI is the talk of the town but have you adopted it in your work? The use of AI to streamline winning communications is perhaps the safest bet in getting started with AI. This session showcases practical applications of AI tools and dives into sample use cases demonstrating how actuaries can harness AI tools to improve efficiency and communication quality while staying aligned with professional guidance of ASOPs. This session is appropriate for people of any experience with AI tools.

Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50

204 - Shaping US Healthcare: Key Legal and Regulatory Updates October 27, 2025 2:00 PM - 3:15 PM

Our speakers cover recent legislative and regulatory changes affecting the US healthcare system from the perspective of employers, insurers and individuals. Topics include the recent Budget Reconciliation law (the OBBBA) and CMS actions flowing out of the 2022 Inflation Reduction Act. Speakers address how these changes affect employers sponsoring group healthcare plans for their active and retiree populations, including a perspective on the unique needs of public sector employers. Topics include the pending impact of the OBBBA on the ACA individual marketplace and how evolving CMS rules will affect Part D and Medicare Advantage plans (both group and individual). At the close, panelists provide their thoughts on how the Individual Coverage Health Reimbursement Arrangement, or ICHRA, option can open new doors for employers to consider a DB-to-DC shift for their active employee healthcare benefits.

Session Category: Health and Welfare
Credits: CPD: 1.50

205 - ROI on DM:CM Point Solutions October 27, 2025 2:00 PM - 3:15 PM

Employer groups are looking for programs and a delivery model that addresses various conditions including cancer and diabetes. Since chronic conditions make up 85% of overall healthcare costs, employer groups want to ensure that programs result in savings and improved population health. Determining Return on Investment on Case Management and Disease Management programs are top of mind. You will find out more in this session.

Session Category: Health and Welfare
Credits: CPD: 1.50

206 - What do your Clients Think About You? October 27, 2025 2:00 PM - 3:15 PM

Do you know what is important to your clients and how they value/leverage their outside advisors? If you don’t you will after attending this session. Our panelists will be a combination of CHROs and CFOs.

Session Category: Cross Discipline
Credits: CPD: 1.50

207 - Rolling the Dice: How do we Deal with Alternative Assets? October 27, 2025 2:00 PM - 3:15 PM

In today’s ever-evolving financial landscape, pension plans are increasingly turning to alternative assets to enhance returns, manage risk, and diversify their portfolio. This session will explore the variety of investments such as private equity, real estate, hedge funds, infrastructure, private debt, and crypto, including how to evaluate them and the investment return assumptions.

Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50

208 - Dueling Actuaries October 27, 2025 2:00 PM - 3:15 PM

In this Monday multiemployer tradition, panelists present opposing views of various topics including multiemployer pension (split or employer double down?) and variable vs immunization, and you get to decide who's most correct.

Session Category: Multiemployer Plans
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50

209 - Impact of Global Economy on Transactions October 27, 2025 2:00 PM - 3:15 PM

This session will focus on M&A through the lens of rewards and how current global issues shape and influence the transaction. As multinational companies pursue inorganic growth, the impact from the deal can either maximize or minimize value, depending on how they mitigate people-related roles. Join us for an engaging discussion in navigating the complexities of M&A in today’s dynamic global environment.

Session Category: International
Credits: CPD: 1.50

301 - From Formula to Funding - Navigating Cash Balance Plan Design October 27, 2025 3:45 PM - 5:00 PM

This session will provide an in-depth look at the design of cash balance plans, focusing on plan structure, interest crediting rates, contribution formulas, and integration with existing retirement programs. Attendees will learn how plan design choices impact participant outcomes while also reviewing the actuarial and regulatory implications of funding these plans under current IRS and PBGC rules.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

302 - ERISA Battle Royale Trivia October 27, 2025 3:45 PM - 5:00 PM

ERISA Trivia in a classic tradition but in a “high stakes setting here in Vegas. Think you have what it takes to walk away with the ERISA jackpot? If you’re unsure, roll the dice guaranteed to win some new knowledge.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

303 - Cashing Out - Design Considerations for Early Retirement Programs and Reductions in Force October 27, 2025 3:45 PM - 5:00 PM

When it comes to workforce planning, sometimes plan sponsors need to know when to hold ‘em and when to offer an early exit. This session explores considerations and options for designing early retirement programs as well as ways to utilize retirement plans to support a reduction in force. We’ll cover eligibility, incentive structures, potential use of phased retirement arrangements, legal and compliance considerations, and the communication strategies needed to support a smooth transition.

Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50

304 - Navigating the Future of Employer Sponsored Health Insurance October 27, 2025 3:45 PM - 5:00 PM

As healthcare costs continue to rise and the landscape evolves, employer provided health insurance is at a crossroads. This session will explore the future of employer sponsored insurance, focusing on everyday trends, continued challenges and innovative solutions. We will examine how employers are adapting to changing regulations, advancements in technology and expectations of a multi-generational workforce. Key topics will include enhancements to the current group health model, and the accelerated adoption of individual coverage health reimbursement agreements.

Session Category: Health and Welfare
Credits: CPD: 1.50

305 - Current Topics in MAPD, Zero Premium, Plans and Trends October 27, 2025 3:45 PM - 5:00 PM

Speakers highlight current topics in Medicare Advantage, Part D, and changes to the programs due to the Inflation Reduction Act. Topics will include Medicare Advantage, Part D, employer sponsored Medicare plans and OPEB valuation issues.

Session Category: Health and Welfare
Credits: CPD: 1.50

306 - The Choices Facing Aging Societies October 27, 2025 3:45 PM - 5:00 PM

The fiscal, economic, and social challenges posed by population aging are by now reasonably well understood. Speakers explore the different ways in which today’s major developed countries are responding—or could potentially respond. They focus on four key strategies: reducing the cost of old-age benefit systems, encouraging higher birthrates, increasing immigration, and extending work lives. While the panelists pay particular attention to the choices facing the United States, they draw heavily on lessons from abroad.

Session Category: Cross Discipline
Credits: CPD: 1.50

307 - Balancing the Stakes: How Public Pensions Share Risk with Members October 27, 2025 3:45 PM - 5:00 PM

Las Vegas - the city of risk and reward! That’s a perfect setting for a discussion on sharing risk in public pension plans. After hearing about DB and DC combinations last year, we continue our risk sharing series by hearing from administrators of plans with variable employee contributions and learn about sharing risk with plan members.

Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50

308 - The Art of Constructing an Expected Rate of Return Discount Rate October 27, 2025 3:45 PM - 5:00 PM

Multiemployer plan actuaries select the discount rates used to calculate minimum funding standards based on expected rates of return on plan assets. Speakers examine the various factors and considerations that influence the selection process. They also address practical approaches to sourcing data, evaluating assumptions, and balancing actuarial judgment with regulatory and financial reporting requirements. Come to gain a deeper understanding of the nuances and strategic implications of discount rate construction.

Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50

309 - Emerging Use of Captives for Benefits: A US and Non-US Perspective October 27, 2025 3:45 PM - 5:00 PM

As organizations seek innovative ways to manage employee benefits, the use of captives is gaining traction. This session delves into the emerging trends and strategic application of captives for employee benefits from both US and non-US perspectives. Panelists, which includes a representative from a large US multinational employer, explore the regulatory landscapes, risk management strategies, and innovative uses of captives in providing employee benefits across different regions.

Session Category: International
Credits: CPD: 1.50

General Reception October 27, 2025 5:05 PM - 7:30 PM

401 - All Bets are Off: Experience Studies and Assumption Setting in an Unbiased Way October 28, 2025 8:00 AM - 9:40 AM

Assumption setting shouldn’t be the luck of the draw, and past experience might not always be the best predictor of the future. In this session, we’ll look at ways to evaluate past experience and set actuarial assumptions in an unbiased fashion, without betting on a streak that is bound to end. This session is intended to satisfy the Bias credit requirement under the USQS.

Session Category: Retirement
Credits: EA Core: 1.50 EA Non-Core: 0.50 CPD: 2.00

402 - High Stakes Pension Funding Strategies October 28, 2025 8:00 AM - 9:40 AM

With asset values and interest rates hitting all-time highs and market volatility on the rebound, funding relief may not be as beneficial as it was in the past. In this session, we’ll cover creative funding strategies including minimum/maximum contributions, interest rate and asset methods, and other strategies that can limit funding risks and common pitfalls like 4010 filings, and benefit restrictions and variable rate premiums.

Session Category: Retirement
Credits: EA Core: 2.00 CPD: 2.00

403 - Hitting or Holding on Pension Accounting October 28, 2025 8:00 AM - 9:40 AM

In the arena of pension accounting, strategic decisions can have lasting financial consequences. Speakers in this advanced session examine key accounting issues that arise in the context of surplus pension assets, plan terminations, and risk transfer strategies. Presenters provide a detailed look at the financial reporting implications of buy-in and buy-out annuity transactions, including differences in treatment under U.S. GAAP and IFRS. Speakers also address the impact of the IAS 19 asset ceiling on recognizing and utilizing surplus assets. The discussion considers how plan sponsors can evaluate whether to proceed with actions such as annuity purchases or terminations, or whether to maintain flexibility for future strategic decisions. Come to gain practical insights into aligning pension accounting decisions with broader business and regulatory objectives.

Session Category: Retirement
Credits: EA Non-Core: 2.00 CPD: 2.00

404 - Walking the Walk not just Talking the Talk of AI (AI Nuts and Bolts) October 28, 2025 8:00 AM - 9:40 AM

Many actuarial organizations have observed that actuaries who leverage AI will replace those actuaries who do not use AI. As our profession undergoes its most fundamental shift in tools since the move from paper to spreadsheets, this session will highlight practical applications of AI in actuarial work. Learn how your peers are applying AI to improve efficiency and accuracy, uncover deeper insights into key business drivers, and explore predictive applications that can enhance decision-making and forecasting in actuarial practice.

Session Category: Health and Welfare
Credits: CPD: 2.00

405 - Medicare and Pre-65 Retiree Update October 28, 2025 8:00 AM - 9:40 AM

The session will explore key updates and trends in Medicare and Pre-65 retiree health plans. Consulting actuaries will learn cost containment strategies and the evolving Medicare Advantage market. Topics will also include prescription drug pricing and the financial sustainability of retiree health plans. Attendees will gain practical insights and best practices for actuarial analysis and plan design, helping them navigate the complexities of retiree health benefits and optimize their approach for both Medicare and Pre-65 populations.

Session Category: Health and Welfare
Credits: CPD: 2.00

406 - Financial Wellness: Meeting Employees Where They Are October 28, 2025 8:00 AM - 9:40 AM

Financial wellness means more than just retirement readiness or having a savings plan. In this session, we’ll explore the less visible needs of employees and the strategies employers and point solutions are using to meet them. Panelists share insights on what employees are really struggling with and how targeted solutions can make a meaningful impact on financial well-being.

Session Category: Cross Discipline
Credits: CPD: 2.00

407 - Pension Reform Strikes Back October 28, 2025 8:00 AM - 9:40 AM

Following the Great Recession, many public pension systems implemented significant pension reforms – closing defined benefit (DB) plans to new hires, creating reduced benefit tiers, or suspending COLAs. In recent years, a surprisingly counter trend has emerged: A number of these reforms are being partially or fully reversed. This session will examine real-world case studies of DB plan re-openings, tier restorations, and COLA reinstatements. We will explore the workforce, fiscal, and political dynamics driving these reversals, and the lessons they offer for designing sustainable, resilient pensions. Attendees will gain deep insight into how workforce effects fiscal policy and stakeholder engagement can make or break pension reform.

Session Category: Public Plans
Credits: EA Non-Core: 2.00 CPD: 2.00

408 - Special Financial Assistance: Current Issues October 28, 2025 8:00 AM - 9:40 AM

Panelists provide an in-depth update on current developments in the Special Financial Assistance (SFA) program under the American Rescue Plan Act. Topics are expected to include the latest guidance on plan mergers, potential eligibility of previously terminated plans, and compliance issues uncovered through death audit processes.

Session Category: Multiemployer Plans
Credits: EA Core: 2.00 CPD: 2.00

409 - Common Challenges in Social Security Systems Around the World October 28, 2025 8:00 AM - 9:40 AM

Social Security systems around the world have a common set of problems—ageing populations, increasing longevity, declining birth rates and failure to cover all workers. Weak economic and covered payroll growth often exacerbate these issues. Speakers review programs in the U.S., Canada and around the world and outline the array of potential responses to these demographic and economic challenges.

Session Category: International
Credits: EA Non-Core: 2.00 CPD: 2.00

501 - The House Always Wins: Winning at Pension Administration October 28, 2025 10:10 AM - 11:50 AM

Panelists provide a deep dive into complex pension administration topics. They’ll explore technical issues such as benefit accruals after NRD, IRC 415 limits, RMDs and more. The session includes a discussion on the IRS Employee Plans Compliance Resolution System (EPCRS) and its role in correcting administrative errors, providing actuaries with practical strategies for maintaining plan integrity.

Session Category: Retirement
Credits: EA Core: 2.00 CPD: 2.00

502 - When Pension Funded Status Comes Up Snake Eyes October 28, 2025 10:10 AM - 11:50 AM

Speakers address some of the negative consequences that can materialize when pension funded status deteriorates. Speakers address topics related to funding and administration issues, investment considerations, PBGC monitoring, and worst-case situations that can result in distress or involuntary terminations.

Session Category: Retirement
Credits: EA Core: 2.00 CPD: 2.00

503 - OPEB Considerations for Pension Actuaries October 28, 2025 10:10 AM - 11:50 AM

In this session, we’ll go through what pension actuaries should be thinking about when performing OPEB valuations. We’ll start with some basics on setting the short-term assumptions, including calculating the implicit subsidy and accounting for Rx rebates and EGWPs. Then we’ll go through trend considerations, including for Medicare Advantage plans with low or even zero premiums as well as the Inflation Reduction Act. Lastly, we’ll go through what considerations need to be made for newer cash-based plan designs such as retiree reimbursement accounts (HRAs).

Session Category: Retirement
Credits: EA Non-Core: 1.00 CPD: 2.00

504 - Impact of Unique Solutions and Digital Health Innovations on Health Costs and Outcomes October 28, 2025 10:10 AM - 11:50 AM

In a city built on bold moves and big bets, this session dives into the high-stakes world of digital health and point solutions. Are these innovations truly reshaping health outcomes and cutting costs - or are they smoke and mirrors? Join industry consultants as they reveal insider methods for evaluating these evolving solutions, and a panel of vendors ready to lay their cards on the table with real-world results, ROI, and impact stories. Whether you're risk-averse or ready to go all in, this session will help you bet smart on the future of healthcare innovation.

Session Category: Health and Welfare
Credits: CPD: 2.00

505 - Leveraging Stoploss and Captives for Effective Risk Management in Self Insured Medical Plans October 28, 2025 10:10 AM - 11:50 AM

Rising healthcare costs, emerging technologies, specialized Rx, gene therapies, and inflation are driving increasing spend and volatility healthcare. As a response, employers are seeking ways to better manage risk through stoploss and captives. This session will provide foundational concepts for those new to the topic. We will explore the current landscape, key challenges and outline future trends that actuaries should consider when evaluating risk management strategies for self-insured medical plans.

Session Category: Health and Welfare
Credits: CPD: 2.00

506 - The Anatomy of a Class Action Lawsuit October 28, 2025 10:10 AM - 11:50 AM

This session will explore the different strategies of ERISA class action litigation, explaining ins and outs of each of the different critical stages. Experienced ERISA litigators will draw from actual examples of litigation spanning DC plans, investments, pensions, and healthcare topics.

Session Category: Cross Discipline
Credits: EA Non-Core: 2.00 CPD: 2.00

507 - CCA White Paper - The Great Beyond October 28, 2025 10:10 AM - 11:50 AM

Most public plans have spent the last 20 years strengthening assumptions, increasing contribution rates, and managing benefit levels. As funding progresses, it’s important to look beyond the basic tenants of the CCA White Paper to wholistically prepare for what’s to come. This session will dive into tail-end volatility management of layered amortization, proactive surplus management policies, and related output smoothing techniques.

Session Category: Public Plans
Credits: EA Non-Core: 2.00 CPD: 2.00

508 - Evaluating Pension Resiliency, Stochastically and Deterministically October 28, 2025 10:10 AM - 11:50 AM

Panelists address methods for assessing a plan’s ability to withstand adverse conditions over time, highlighting both stochastic and deterministic modeling approaches, with a particular emphasis on homegrown tools and techniques developed to support effective trustee communication and decision-making. Presenters share practical examples of how these models can illustrate potential outcomes under various economic scenarios and funding strategies, helping trustees better understand risk and resilience.

Session Category: Multiemployer Plans
Credits: EA Non-Core: 2.00 CPD: 2.00

509 - Capital Market Update October 28, 2025 10:10 AM - 11:50 AM

Capital markets have been more turbulent than usual. This implies that return expectations are equally in flux. Overlaying everything is an array of emerging trends, each of which could prove troublesome going forward — exploding federal debt, maturing demographics and waning globalization. On the other side of the ledger we see the potentially beneficial impact of technological advances. Looking through the turmoil, what can we conclude about the bottom-line impacts on capital markets and the economy?

Session Category: Investment
Credits: EA Core: 2.00 CPD: 2.00

Tuesday Luncheon October 28, 2025 12:00 PM - 1:30 PM

Being Bold: Women Leading the Future of Actuarial Practice - A Women in Consulting Community Lunch October 28, 2025 12:00 PM - 1:30 PM

In an industry built on precision, analysis, and risk assessment, boldness might seem unconventional This session celebrates the power of bold action by women who are redefining what it means to lead in actuarial practice. Join a panel of actuaries as they share their stories of stepping up, speaking out, and shaping the profession through leadership and authenticity. From challenging norms to championing diversity and innovation, these women are not just navigating the actuarial space — they're transforming it.

Session Category: Cross Discipline

003 - Ethics October 28, 2025 2:00 PM - 3:40 PM

Ethics could never be more important! Dive into the thrilling world of retirement actuarial consulting where every decision counts. Through gripping case studies and dynamic discussions you’ll face real world ethical dilemmas that challenge your instincts and sharpen your professional judgement.

Session Category: Retirement
Credits: EA Ethics: 2.00 CPD: 2.00

004 - Professionalism for Healthcare Actuaries October 28, 2025 2:00 PM - 3:40 PM

Do you want to gamble with ethics? Ethics is not a game of chance. Make the right call. In this session, our speakers have developed scenarios sometimes based on real-life situations where professionalism and ethics have come into play. Decision making can be challenging and debatable, but absolutely critical for consultants when considering these scenarios. There is interactive polling so get ready to state your opinion.

Session Category: Health and Welfare
Credits: CPD: 2.00

Corporate Pension Revitalization Forum October 28, 2025 4:00 PM - 5:00 PM

Members of the Corporate Pension Revitalization Initiative provide an update on their activities.

Session Category: Retirement

Executive Comp and Benefits Community Forum October 28, 2025 4:00 PM - 5:00 PM

The CCA Executive Compensation and Benefits Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Session Category: Cross Discipline

Healthcare Community Forum October 28, 2025 4:00 PM - 5:00 PM

The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Session Category: Health and Welfare

Multiemployer Plans Forum October 28, 2025 4:00 PM - 5:00 PM

The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Session Category: Multiemployer Plans

Public Plans Community Forum October 28, 2025 4:00 PM - 5:00 PM

The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Session Category: Public Plans

Smaller Actuarial Consulting Firms Community Forum October 28, 2025 4:00 PM - 5:00 PM

The CCA Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Session Category: Cross Discipline

601 - Understanding the Rules: A Guide to Professional Standards for Pension Actuaries October 29, 2025 8:00 AM - 9:15 AM

U.S. pension actuaries operate within a complex professionalism framework that must be navigated with care—especially in today’s rapidly changing environment. Whether you're just starting out or looking for a timely refresher, this session will help you understand the professionalism framework that applies to you. Topics include Continuing Education (CE) requirements and audits, Actuarial Standards of Practice (ASOPs), Qualification Standards, the Actuarial Board for Counseling and Discipline (ABCD), and the Code of Conduct—all within the context of evolving industry expectations and regulatory shifts.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

602 - Market Based Cash Balance / Variable Annuities October 29, 2025 8:00 AM - 9:15 AM

Sponsoring a retirement program shouldn’t be like going to a casino when new market-based designs can tilt the odds in everyone’s favor. Speakers at this session will explore innovative strategies to provide secure retirement benefits that mitigate risks for both employees and employers alike.

Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50

603 - Implementing SECURE 2.0: Administrative and Operational Impacts for Plan Professionals October 29, 2025 8:00 AM - 9:15 AM

This session will explore the practical implications of the SECURE 2.0 Act with a focus on implementation and ongoing administration. The session will cover key provisions impacting defined benefit and defined contribution plans including changes to required minimum distributions, long-term part-time employees, catch-up contributions, and auto-enrollment features.

Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50

604 - Providers, Fraud, Waste, and Abuse October 29, 2025 8:00 AM - 9:15 AM

Various analyses continue to show that there is unnecessary overutilization, upcoding, and waste in the US healthcare system. While some unnecessary spend is related to the fragmented nature of our existing system, others can come from provider profit targets or downright fraud. Join us to better understand how various healthcare entities are targeting, tracking, and mitigating unnecessary spend through payment integrity programs to ensure accurate payments to providers and manage overall financial risk for health plans, employer groups and government programs.

Session Category: Health and Welfare
Credits: CPD: 1.50

605 - Predictive Modeling, ASOPs, AI Governance – What’s an actuary to do? October 29, 2025 8:00 AM - 9:15 AM

More and more of a healthcare actuary’s work is centered on predicting financial, clinical, and business outcomes—projections that carry meaningful implications for patients, providers, and shareholders alike. With the growing reliance on predictive modeling and AI, these tools are drawing heightened scrutiny, leading many organizations to establish AI committees and governance frameworks. This session explores not only the types of modeling actuaries are using today, but also the risks, professionalism considerations, and governance structures needed to ensure responsible application. Attendees gain insight into where predictive modeling can drive value, while also learning practical approaches for balancing innovation with accountability, transparency, and sound professional judgment.

Session Category: Health and Welfare
Credits: CPD: 1.50

606 - Practical Strategies to Manage Spike Expense Risk in Retirement October 29, 2025 8:00 AM - 9:15 AM

Speakers explore the concept of "Spike Expense Risk"— sudden, significant, and unpredictable costs that can jeopardize the sustainability of cash flow over retirement. New research will be presented that will quantify the impact of these expense shocks and introduce strategies to mitigate this risk, including various uses of home equity that can support a sustainable retirement.

Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50

607 - Actuarial Tables or Poker Tables: Navigating Uncertain Post-COVID Trends October 29, 2025 8:00 AM - 9:15 AM

With the pandemic behind us, what new trends have emerged in Experience Studies and how much credibility should we give them. Panelists explore the following questions: Have mortality rates have returned to normal or is there a new normal? Has remote work redefined your turnover or retirement rates? Has higher inflation impacted your pay increase assumption? Come hear from a panel of experts and be prepared to share any new trends that you have seen.

Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50

608 - Withdrawal Liability Roulette October 29, 2025 8:00 AM - 9:15 AM

Speakers cover a handful of dicey topics! The spinning wheel of recent legal rulings, the lucky draw of receiving Special Financial Assistance despite withdrawal liability implications, the slot machine allocating withdrawal liability after a plan merger, and other random topics.

Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50

609 - Pension Surplus Management, A US and UK Perspective October 29, 2025 8:00 AM - 9:15 AM

The rise in interest rates over the past few years has significantly impacted pension plans, leading to an increase in the number of plans in surplus. Effective management of pension surpluses is crucial for ensuring the long-term sustainability of pension plans. Attendees will gain insights into the regulatory landscapes, financial strategies, and innovative approaches to surplus management in these two key markets.

Session Category: International
Credits: EA Non-Core: 1.50 CPD: 1.50

701 - Retirement Plan Litigation October 29, 2025 9:30 AM - 10:45 AM

Expert speakers review recent court decisions and current litigation that might affect retirement plans and retirement plan activities. Cases covering the selection of retirement plan assumptions, actuarial malpractice, and other litigation topics will be discussed.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50

702 - Betting on Yourself: Planning for Your Own Retirement October 29, 2025 9:30 AM - 10:45 AM

In this session, speakers share personal insights in retirement planning and preparation strategies. Topics include how Social Security is calculated, Medicare coverage, and other healthcare costs, individual investment risk profile changes, and strategies to avoid running out of money. Whether you’re retiring next month, 30 years from now, or just helping family and friends make that jump, this session is a solid bet to give you the new retiree perspective and help you thrive in your retirement!

Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50

703 - The Nonqualified Gamble: Funding Right and Avoiding Pitfalls October 29, 2025 9:30 AM - 10:45 AM

Dive into the world of nonqualified plan funding, where the stakes are high! While these plans don’t have to be funded, many companies choose to do so for various reasons. We’ll explore why businesses decide to fund, the popular funding vehicles available, and the key considerations for each option. Learn how to hit the jackpot with your funding strategies and discover what to do when things go off the rails. Get ready for a thrilling discussion featuring insights from industry experts.

Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50

704 - Pharmacy October 29, 2025 9:30 AM - 10:45 AM

The pharmaceutical industry continues to be the fastest evolving area of healthcare. Actuaries need to stay ahead of the curve as they advise clients on the payor, provider, and employer space. This session will dive into the latest trends and developments in the pharmaceutical industry including GLP-1, biosimilars, and gene and cell therapy.

Session Category: Health and Welfare
Credits: CPD: 1.50

705 - The Future of Medicaid: Policy Changes, Legislative Impacts and What to Expect October 29, 2025 9:30 AM - 10:45 AM

As the healthcare landscape continues to evolve, Medicaid remains a critical component of the US healthcare system, providing essential coverage to millions of Americans. This session will delve into the future of Medicaid, focusing on recent and upcoming legislative impacts, and what stakeholders can expect moving forward.

Session Category: Health and Welfare
Credits: CPD: 1.50

706 - Project Management Jackpot October 29, 2025 9:30 AM - 10:45 AM

Unlock the true potential of your consulting projects with expert project management skills. In today’s dynamic business landscape, mastering the art of planning, executing, and leading projects is not just beneficial, it's essential. This session offers proven strategies and processes to ensure your projects meet and exceed client expectations. Discover how to optimize team collaboration, mitigate risks, and deliver impactful results that consistently hit the jackpot. Don’t miss this opportunity to elevate your project success to new heights.

Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50

707 - Public Plan Workshop October 29, 2025 9:30 AM - 10:45 AM

Come share your thoughts as public pension/OPEB actuaries discuss challenges, concerns, and/or perceived solutions to hot topics affecting public plans across the US. Be prepared to participate in polling as well as group discussion.

Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50

708 - Obscure Rules and Regulations October 29, 2025 9:30 AM - 10:45 AM

Speakers delve into lesser-known but important rules that can influence plan funding, withdrawal liability, reporting and compliance, administrative practices, maybe even collective bargaining. Panelists address some technical nuances and hidden pitfalls that can complicate our days, surprise plan sponsors and other professionals, and create unexpected outcomes for all.

Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50

709 - What's Happening in the Annuity Market October 29, 2025 9:30 AM - 10:45 AM

The current market environment is ripe for pension de-risking. In this session panelists walk through a Pension Risk Transfer lifecycle including the go to market strategy and investment considerations, the pre-sale and bidding process, as well as key considerations for a smooth post-sale transition of the benefit administration responsibilities, from both a consulting and insurer perspective.

Session Category: Investment
Credits: EA Non-Core: 1.50 CPD: 1.50

005 - Final Remarks & Innovation and Change Management October 29, 2025 11:00 AM - 12:30 PM

The 2025 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session presentation from six-time Emmy Award-winning comedian, network TV host, and best-selling business author Ross Shafer. Learn how to future-proof your company during this wildly entertaining presentation while energizing your colleagues. Get solid ideas on how to create instant rapport for building solid relationships (based upon the proven tactics of TV talk show hosts). Ross encourages you to accept that relevance is a moving target. Securing your growth in this ever-evolving, post-pandemic economy requires the vigilance to respond to constant changes in client expectations. Ross unveils inspiring case studies that span the landscape of retail, manufacturing, B2B, HVAC, construction, technology, and healthcare.

Session Category: Cross Discipline
Credits: CPD: 1.50
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 2 . John Crooker University of Nevada, Las Vegas
  • 3 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 4 . Linda L. Bournival KMS Actuaries, LLC
  • 1 . Yi-Ling Lin Third Horizon Strategies
  • 2 . David Scharf Gallagher
  • 3 . Craig P. Rosenthal Mercer
  • 4 . David M. Tuomala Optum
  • 5 . Rich Karlgaard
  • 1 . Mark Andrew Afdahl WTW
  • 2 . Jeffrey A. Rees Deloitte Consulting LLP
  • 3 . Lauren Klein Fidelity Investments
  • 4 . Margaret S. Berger Mercer
  • 1 . Tanya E. Sun Sequoia Consulting Group
  • 2 . Justin N. Hornburg Justin Hornburg Consulting
  • 3 . Donna C. Novak NovaRest Actuarial Consulting
  • 4 . Edward M. Pudlowski MorningStar Actuarial Consulting, LLC
  • 5 . Trevis G. Parson WTW
  • 6 . Ian G. Duncan University of California - Santa Barbara
  • 7 . Cheryl A. Ham Aon
  • 8 . Jessica Arnold Alight Solutions
  • 1 . Yi-Ling Lin Third Horizon Strategies
  • 2 . Robert J. Reiskytl Aon
  • 3 . David M. Tuomala Optum
  • 4 . Ross Shafer
  • 1 . Jeremy P. Olszewski Fidelity Investments
  • 2 . Rebecca Bak Fidelity Investments
  • 3 . Joseph C. Anzalone Gallagher
  • 4 . Kerri Dantos Prudential
  • 5 . Alexandra Hyten
    (Session Assistant)
  • 1 . Grace Barbieri Mercer
  • 2 . Ben A. Johnson Plante Moran
  • 3 . Camille Castro The Wagner Law Group
  • 1 . Lee D. Gold Mercer
  • 2 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 3 . Joshua Shapiro Groom Law Group, Chartered
  • 4 . Chantel Sheaks U.S. Chamber of Commerce
  • 1 . Edward M. Pudlowski MorningStar Actuarial Consulting, LLC
  • 2 . Todor Penev Aon
  • 3 . Michael R. Johnston Home
  • 4 . Nalene Khan Langley Avalon Healthcare Solutions
    (Session Assistant)
  • 1 . Jessica Arnold Alight Solutions
  • 2 . Aaron Paul Jurgaitis Optum
  • 3 . Meghan Rausch Aon
  • 4 . Edward Hausman Deerhold Ltd.
  • 5 . Robert G. Tate Aon
    (Session Assistant)
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 2 . David L. Driscoll Gallagher
  • 3 . Robert O Bacher RBC Human Capital Group
  • 1 . Koren L. Holden Colorado PERA
  • 2 . Paul Angelo Retired
  • 3 . Todd N. Tauzer Segal
  • 4 . Brad Edward Ramirez Segal
    (Session Assistant)
  • 1 . Mariah Becker NCCMP
  • 2 . Kevin M. Muse Pension Benefit Guaranty Corp.
  • 3 . James Edward O'Neill Pension Benefit Guaranty Corp.
  • 1 . Brian C. Donohue October Three LLC
  • 2 . Ryan McGlothlin Arthur J Gallagher & Co
  • 3 . R. Evan Inglis Pension Benefit Guaranty Corporation
  • 1 . Richard O. Goehring Richard O. Goehring, Inc.
  • 2 . Margaret S. Berger Mercer
  • 3 . David N. Levine Groom Law Group, Chartered
  • 4 . Katherine B. Kohn Thompson Hine LLP
  • 5 . James G. Berberian Gallagher
  • 6 . Christopher Denning Internal Revenue Service
  • 1 . Stacey Marie Schmid Empower
  • 2 . Michael S. Clark
  • 3 . Dan Froehlich Fidelity Investments
  • 4 . Grace Katherine Lattyak Aon
  • 1 . John Malcolm Merrill Nicolay Consulting Group
  • 2 . Brian M. Septon Septon Strategies
  • 3 . Lauren Klein Fidelity Investments
  • 4 . Evan Robert Thomas Bolton Partners Inc
  • 1 . Trevis G. Parson WTW
  • 2 . Barry Carleton WTW
  • 3 . Colleen Huber 431 Meadow Lane
  • 1 . Tanya E. Sun Sequoia Consulting Group
  • 2 . Aaron Paul Jurgaitis Optum
  • 3 . Michael R. Johnston Home
  • 1 . Phillip A. Merdinger October Three
  • 2 . Mike Israel Associated Benefits Corporation
  • 3 . Sherri Nadeau Sea World
  • 4 . Rob Hoglund Vernay Laboratories
  • 5 . Eric Boyd Feinstein JBC Healthcare
  • 1 . Michael J. de Leon Deloitte
  • 2 . Scott J. Whalen Verus
  • 3 . R. Evan Inglis Pension Benefit Guaranty Corporation
  • 1 . Alex Willson Horizon Actuarial Services
  • 2 . Heather Ray Horizon Actuarial Services, LLC
  • 3 . James Andrew Nolan Segal
  • 4 . Aaron Shapiro Milliman
  • 1 . James L. Jones EY
  • 2 . Mike Spetko Deloitte Consulting LLP
  • 3 . Vaibhavi V. Patel WTW
  • 4 . Albert R. Phelps Gallagher
  • 5 . Kelly A. Fischer Deloitte Consulting LLP
    (Session Assistant)
  • 1 . Lance Paul Roteman National Professional Planning Group
  • 2 . Daniel B. Jaffe Gallagher
  • 3 . Willie Horowitz WTW
  • 4 . Samantha Klingler Mercer
  • 5 . Casey Shork KPMG
    (Session Assistant)
  • 1 . Jessica Kachur Mercer
  • 2 . Christina Kwok Fidelity Investments
  • 3 . Toyoto Borgmann WTW
  • 4 . Baron A. James Mercer
  • 1 . David R. Godofsky Alston & Bird, LLP
  • 2 . Paul W. Rangecroft Fidelity Investments
  • 3 . Tristan T. Christ WTW
  • 1 . Alan J. Silver Ambetter Health
  • 2 . Joshua Miley WTW
  • 3 . Leo Zhang Aon
  • 1 . Dan Hoffman Optum
  • 2 . Martin W. Hill PricewaterhouseCoopers
  • 3 . Jennifer Carioto Milliman Inc.
  • 4 . Richard Shrewsbury Optum
  • 5 . Steven D. Draper Ernst & Young, LLP
    (Session Assistant)
  • 1 . Thomas S. Terry The Terry Group
  • 2 . Richard Jackson Global Aging Institute
  • 1 . Todd David Kanaster S&P Global
  • 2 . Kevin Scott Spanier Gallagher
  • 3 . Tina M. Leiss
  • 4 . Scott McCarty Town of Queen Creek Arizona
  • 5 . Koren L. Holden Colorado PERA
  • 6 . Amelia L. Williams Gabriel Roeder Smith & Company
    (Session Assistant)
  • 1 . Joshua Shapiro Groom Law Group, Chartered
  • 2 . Johnny Ngoc Hong Horizon Actuarial Services, LLC
  • 3 . R. Evan Inglis Pension Benefit Guaranty Corporation
  • 4 . Piotr Krekora Gabriel Roeder Smith & Company
  • 5 . Alex Knights PNC Bank
    (Session Assistant)
  • 1 . Mitsuyasu Nishiwaki WTW
  • 2 . Amy Hollis Employees First
  • 3 . Kathy Huynh WTW
  • 4 . Clement Chen United Airlines
  • 5 . Minyi Chen Aon
    (Session Assistant)
  • 1 . Craig P. Rosenthal Mercer
  • 2 . John Michael Redmond Segal
  • 3 . Baron A. James Mercer
  • 4 . Crage Lu New York City Office of the Actuary
  • 5 . Casey Shork KPMG
    (Session Assistant)
  • 1 . Bruce Cadenhead Mercer
  • 2 . Michael Antoine Gallagher
  • 1 . Stephen N. Eisenstein KPMG
  • 2 . Kerri Dantos Prudential
  • 3 . Ben A. Johnson Plante Moran
  • 4 . Stephen S. Breeding Ernst & Young, LLP
  • 1 . James Dolstad Optum
  • 2 . Donna C. Novak NovaRest Actuarial Consulting
  • 3 . Justin N. Hornburg Justin Hornburg Consulting
  • 4 . Nick Zornosa Cigna
  • 5 . Jacob Schaeffer WTW
  • 1 . Jennifer Leming Mercer
  • 2 . Eleanor Annika Hill Oliver Wyman
  • 3 . John V. Grosso Alight Solutions
  • 4 . Katherine Troutman Alight Solutions
  • 5 . Alexander Zaid Blue Cross / Blue Shield of IL
  • 6 . Adam Eifler Blue Cross/Blue Shield of IL
  • 1 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 2 . Stephen Leskovec MSN, RN
  • 3 . Robert O Bacher RBC Human Capital Group
  • 4 . Tanya Rizzuto Colgate-Palmolive
  • 1 . Elizabeth A. Wiley Cheiron, Inc.
  • 2 . Dan Doonan National Institute on Retirement Security
  • 3 . Brian M. Septon Septon Strategies
  • 1 . Mariah Becker NCCMP
  • 2 . Paul A. Green Mooney Green Saindon Murphy & Welch PC
  • 3 . Susan L. Boyle Segal
  • 4 . Amanda Lyn Borden Segal
  • 1 . Douglas J. Carey Retired
  • 2 . Jerry Mingione The Terry Group
  • 3 . Richard Jackson Global Aging Institute
  • 4 . Laurence Frappier Office of the Superintendent of Financial Institutions
  • 1 . Lee D. Gold Mercer
  • 2 . Sherrie Boutwell Boutwell Fay LLP
  • 3 . Jamie Michelle Sloat Mercer
  • 4 . Sophia Kardadi Sanchez Home Address
  • 5 . Scott Phillip Steadman U.S. Department of the Treasury - Office of Tax Policy
  • 1 . Michael S. Clark
  • 2 . Katherine B. Kohn Thompson Hine LLP
  • 3 . Toyoto Borgmann WTW
  • 4 . Caroline Pisacka Fidelity Investments
  • 1 . Rebecca Trauger Bolton
  • 2 . Jennifer G. Bain Deloitte Consulting
  • 3 . Charles J. Zahradka
  • 4 . Adam J. Reese PRM Consulting Group
  • 5 . Steven D. Draper Ernst & Young, LLP
    (Session Assistant)
  • 1 . Cheryl A. Ham Aon
  • 2 . Michael A. Clarke Aon
  • 3 . Sara Corrough Teppema Wildflower Health
  • 4 . David A. Osterndorf Centivo
  • 5 . Paul Albarano Alliant Insurance Services
    (Session Assistant)
  • 1 . Tim Stawicki WTW
  • 2 . Linh Duong Ebbers WTW
  • 3 . Caitlin Blackmon WTW
  • 4 . Dale Sagen QBE Reinsurance
  • 5 . Douglas Punt Symetra
  • 1 . Elena V. Black The Terry Group
  • 2 . Melissa D. Hill Morgan, Lewis & Bockius LLP
  • 3 . Jeremy P. Blumenfeld Morgan Lewis & Bockius LLP
  • 1 . Todd N. Tauzer Segal
  • 2 . Robert (Andy) Blough Indiana Public Retirement System
  • 3 . Joseph Pace Newton Gabriel Roeder Smith & Company
  • 4 . Matt R Larrabee Milliman
  • 1 . John Michael Redmond Segal
  • 2 . Jason L. Russell Segal
  • 3 . James J McKeogh The McKeogh Company
  • 4 . Heather Ray Horizon Actuarial Services, LLC
  • 1 . Jerry Mingione The Terry Group
  • 2 . Christian von Canstein Mercer
  • 3 . Kevin Khang Vanguard
  • 1 . John Malcolm Merrill Nicolay Consulting Group
  • 2 . Tonya B. Manning Gallagher
  • 3 . David L. Driscoll Gallagher
  • 4 . Jami Eckman Mercer
  • 1 . Craig P. Rosenthal Mercer
  • 2 . Scott A Hittner October Three Consulting LLC
  • 3 . David Little Fidelity Investments
  • 4 . Lee D. Gold Mercer
  • 5 . Kenneth K. Lining Gallagher Benefit Services, Inc.
    (Session Assistant)
  • 1 . Lance Paul Roteman National Professional Planning Group
  • 2 . Ruth E. Schau Novant Health
  • 3 . Julie Sachs Aon
  • 4 . Eric Boyd Feinstein JBC Healthcare
  • 1 . Tim Stawicki WTW
  • 2 . Jeremy Hill
  • 1 . James Dolstad Optum
  • 2 . Kev Coleman AssociationHealthPlans.com
  • 3 . Moshe Radinsky Surest
  • 4 . Shelley Yunjie Zhao Aon
    (Session Assistant)
  • 1 . David Scharf Gallagher
  • 2 . Peter J. Neuwirth CapAcuity
  • 3 . Barry Sacks Law Offices of Barry H. Sacks
  • 4 . Geoffrey J. Wallace Mutual of Omaha Reverse Mortgage
  • 1 . Mark Henry Buis Gabriel Roeder Smith & Company
  • 2 . Matthew A. Strom Segal
  • 3 . Piotr Krekora Gabriel Roeder Smith & Company
  • 1 . Mitchell H. Hofing Dexter Hofing LLC
  • 2 . David M. Pixley Jackson Lewis LLP
  • 3 . Jay K. Egelberg First Actuarial Consulting, Inc.
  • 1 . Mitsuyasu Nishiwaki WTW
  • 2 . Jessica Kachur Mercer
  • 3 . Bryan R. Falato GE HealthCare Technologies Inc.
  • 4 . Mark Daniel WTW
  • 5 . Marie Jerralyn Mendoza Khanal WTW
    (Session Assistant)
  • 1 . David R. Godofsky Alston & Bird, LLP
  • 2 . Robert Newman Covington & Burling LLP
  • 3 . Ross McSweeney Groom Law Group
  • 1 . Brian Young Boring TIAA
  • 2 . Christopher Chaplain
  • 3 . Craig P. Rosenthal Mercer
  • 4 . Jake Rust Hudson Oaks Wealth Management
  • 1 . Douglas B. Frederick Mercer
  • 2 . Peter J. Neuwirth CapAcuity
  • 3 . Aaron J.L. Pedowitz
  • 4 . Chris West WTW
  • 1 . Dan Hoffman Optum
  • 2 . Travis Baughn Pharmaceutical Strategies Group
  • 3 . Kristin Anne McKee WTW
  • 1 . Thuong Broaden Deloitte Consulting LLP
  • 2 . Maria Dominiak Airam Actuarial Consulting, LLC
  • 3 . Lisa R. Deyer Mercer GHSC
  • 1 . Michael S. Clark
  • 2 . Ann Pogrebitskiy Wakely Consulting Group
  • 3 . Christina Byrne Wakely Consulting Group
  • 4 . Mark Thomas Stanley Anderson Bolton Partners Inc
  • 1 . Thomas G. Vicente Bolton Partners, Inc.
  • 2 . Piotr Krekora Gabriel Roeder Smith & Company
  • 1 . Jay K. Egelberg First Actuarial Consulting, Inc.
  • 2 . Nadine Solntseva First Actuarial Consulting, Inc.
  • 3 . Joshua Shapiro Groom Law Group, Chartered
  • 1 . Brian C. Donohue October Three LLC
  • 2 . Victoria Wheeler RGA
  • 3 . Jennifer Tabb RGA
  • 4 . Kurt Thomas Southworth October Three LLC
  • 1 . Tonya B. Manning Gallagher
  • 2 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 3 . Adrienne Lieberthal Athena Actuarial Consulting
  • 4 . Dalesa Bady Pursue What Matters
  • 1 . Michael S. Clark