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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

Description forthcoming.

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
  • 0 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 0 Matthew Gregory Daskivich SageView Consulting Group
  • 0 John R. Governale Actuarial Health Solutions LLC
  • 0 Lisa G Ullman
  • 0 Tonya B. Manning Gallagher
  • 0 Cheryl A. Ham Aon
  • 0 Joshua Shapiro Groom Law Group, Chartered
  • 0 Carolyn Diane Comeau Aon
  • 0 Gordon A. Young WTW