Additional Information

Program Information

This web site outlines the schedule for all sessions and provides complete descriptions. A final program and program summary listing all room locations will be distributed at the meeting.

Antitrust Notice

Active participation in the Society of Actuaries is an important aspect of membership. However, any Society activity that arguably could be perceived as a restraint of trade exposes the SOA and its members to antitrust risk. Accordingly, meeting participants should refrain from any discussion which may provide the basis for an inference that they agreed to take any action relating to prices, services, production, allocation of markets or any other matter having a market effect. These discussions should be avoided both at official SOA meetings and informal gatherings and activities. In addition, meeting participants should be sensitive to other matters that may raise particular antitrust concern: membership restrictions, codes of ethics or other forms of self-regulation, product standardization or certification. The following are guidelines that should be followed at all SOA meetings, informal gatherings and activities:

DON'T discuss your own, your firm's or others' prices or fees for service, or anything that might affect prices or fees, such as costs, discounts, terms of sale or profit margins.
DON'T stay at a meeting where any such price talk occurs.
DON'T make public announcements or statements about your own or your firm's prices or fees, or those of competitors, at any SOA meeting or activity.
DON'T talk about what other entities or their members or employees plan to do in particular geographic or product markets or with particular customers.
DON'T speak or act on behalf of the SOA or any of its committees unless specifically authorized to do so.
DO alert SOA staff or legal counsel about any concerns regarding proposed statements to be made by the association on behalf of a committee or section.
DO consult with your own legal counsel or the SOA before raising any matter or making any statement that you think may involve competitively sensitive information.
DO be alert to improper activities, and don't participate if you think something is improper.

If you have specific questions, seek guidance from your own legal counsel or from the SOA's executive director or legal counsel.

SOA Presentation Disclaimer

Presentations are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of the Society of Actuaries, its cosponsors or its committees. The Society of Actuaries does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that sessions are audio-recorded and may be published in various media, including print, audio and video formats without further notice.

Continuing Education Credit

Enrolled Actuary Credit

The Society of Actuaries has been designated by the Joint Board for the Enrollment of Actuaries as approved sponsors of continuing education for Enrolled Actuaries. The specific requirements for continuing education are published by the Joint Board for the Enrollment of Actuaries. Although the SOA has taken all steps reasonably necessary and appropriate to ensure that this program meets the requirements set forth by the Joint Board, we cannot guarantee that this event will earn credit either as core or non-core, inasmuch as that determination ultimately rests with the Joint Board for the Enrollment of Actuaries.

Sessions designated “core” or “noncore” above the session titles are recommended to help satisfy continuing education credits for enrolled actuaries. Instructions for obtaining credit will be provided at the meeting.

For further information on this requirement, please visit the Department of Treasury Internal Revenue Service.

U.S. Qualifications Standard

The Qualification Standard for Actuaries Issuing Statements of Actuarial Opinion in the United States (US Qualification Standard) took effect January 1, 2008.

The SOA believes that sessions at this meeting may be suitable for filling this requirement as continuing education under the US Qualification standard. Ultimately, it is an actuary’s responsibility to make a reasonable, good-faith determination of what CE opportunities will enhance his or her ability to practice in a desired field.

For further information on this requirement, please visit the American Academy of Actuaries Web site.

Guest Presenters

Presenters who are not members of the SOA or any actuarial organizations are indicated with an asterisk (*) throughout the web site.

Attire

Business casual attire is appropriate for meeting sessions and all Society-sponsored events.

Audio Recordings

Missed a session at the SOA 08 Annual Meeting & Exhibit?
As a special service to SOA members, MP3 downloads are available for purchase. You are able to purchase the entire meeting or select individual sessions. The recordings provide an excellent recap and are a great training tool and information source. Take advantage today! Sessions being recorded are listed on the order form provided in your packet. Extra copies of the form are available at the registration desk. Audio recordings will be available for purchase at a slightly higher price following the meeting.

Cyber City

Need to stay connected? The SOA is providing a small bank of computers at the Orlando World Center Marriott Resort to allow you to access your e-mail account during the meeting. Cyber City hours and location will be posted at the hotel and listed in the final program.