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Presentations
Presentations/Handouts
Below you will find handouts from various sessions at the SOA 08 Annual Meeting and Exhibit held in October 2008 in Orlando, FL. Please note that some sessions have multiple handouts from different authors/presenters and that some handouts are not available for certain sessions.
Session 1
Management & Personal Development and Marketing & Distribution Section Joint Reception: Understanding Distribution
Kevin F. Leavey, FSA, MAAA; Michael E. Shunney*
Session 4
Reinsurance Section Hot Breakfast
JJ Lane Carroll, FSA, MAAA; Thomas Crawford, FSA, FIA, MAAA; Richard de Haan, FSA, FIA, MAAA
Session 6
Management & Personal Development Continental Breakfast—Review of Recent Executive Books
Paula M. Hodges, FSA, MAAA; Kevin F. Leavey, FSA, MAAA
Session 7
Smaller Insurance Company Section Hot Breakfast
Christopher H. Hause, FSA, MAAA
Session 8
Investment Section Hot Breakfast
Marc N. Altschull, FSA, MAAA; Anthony Dardis, FSA, FIA, MAAA; Neal Roese, Ph.D.*
Session 9
Actuary of the Future Section Hot Breakfast: Actuaries Without Frontiers
Fazli M. Datoo, FSA, MAAA; Shiraz Jetha, FSA, FCIA, MAAA
Session 11
Opening General Session
Bruce D. Schobel, FSA, MAAA, FCA; Greg Heidrich
Keynote: Billy Beane
Session 13
The Actuarial Toolkit—Methods for Forecasting Economic Variables
Anthony Dardis, FSA, MAAA, FIA; Armand M. Yambao, FSA, EA, MAAA
Session 14
Future Threats to Mortality Improvement: Opposing Views
Mark Swanson, FSA, MAAA; Kevin Somerville, MD*; David Winsemius, MD, MPH*
Session 15
Application of Product Development Tools and Techniques from Other Industries
David A. Moore, FSA, MAAA; Christopher L. Conklin, FSA, MAAA; Rob Docters*; Alice Kroll, FSA, MAAA
Session 16
A New Way to Think About Retirement
Anna M. Rappaport, FSA, MAAA, EA; Barbara Butrica*
Session 17
Bringing "Equity" to the Issue of Equity Investments in Pension Plans
Thomas M. Sablak, FSA, MAAA, EA, FCA; Paul Bosse*; Chad Aaron Hueffmeier, FSA, MAAA, EA; Dimitry D. Mindlin, ASA, MAAA
Session 18
Integration of Foreign Subsidiaries with U.S. Parent Companies - CANCELED
Session 19
PBA Primer
Kerry A. Krantz, FSA, MAAA
Session 20
Disability Modeling—Designing Effective and Efficient Models
Scott D. Haglund, FSA, MAAA; Lijia Guo, ASA, MAAA, Ph.D.; Trevor C. Howes, FSA, FCIA, MAAA
Session 21
LTCI Pricing: Profitability Measures and their Behavior
John Leo Timmerberg, ASA, MAAA; Loida Rodis Abraham, FSA, MAAA; Allen J. Schmitz, FSA, MAAA
Session 22
Risk Management in Non-Traditional Arenas: Expanding Our Risk Horizons
Francis P. Sabatini, FSA, MAAA, CERA; Karen J. DeToro, FSA, MAAA; Venu Nagali*; Sameer Vittal*
Session 23
Focus Your Time for Superior Results
Janet E. Duncan, MAAA, FCAS; Doris Orr*
Session 24,
Being the Bad Guy (Communicating News to Executives)
Kevin F. Leavey, FSA, MAAA; Dennis Becker, BS, MA, Ph.D.; Michael E. Shunney*
Session 25
Medical Management Today
Ian G. Duncan, FSA, MAAA, FCIA, FIA; Francois Millard, FSA, FIA, MAAA; David W. Plocher, MD*
Session 26
Life and Annuity Product Development—Year in Review
Christine E. Dugan, FSA, MAAA; Elinor Friedman, FSA, MAAA; Lisa Hollenbeck Renetzky, FSA, MAAA
Session 27
Medicare Advantage, Session One—Part C, Present and Future
Daniel W. Bailey, FSA, MAAA; Scott Harrison, Ph.D.*; Kirk A. Roy, FSA, MAAA; A. Kirk Twiss, FSA, MAAA
Session 28,
ERM: Opportunities for Actuaries to Make a Difference
Sim Segal, FSA, MAAA, CERA; Jeremy Gold, FSA, MAAA, FCA, CERA; R. Dale Hall, FSA, MAAA, CERA; Sudha Shenoy, FSA, MAAA, CERA
Session 30
Integrating Economic Capital and Enterprise Risk Management
Stephen J. Bochanski, ASA, MAAA; Bradley E. Barks, FSA, MAAA; Sim Segal, FSA, MAAA, CERA
Session 31
Hedging Strategy Optimization
Wendy Yawen Yu, FSA, MAAA; Dave A. Bulin, FSA, MAAA; Joseph Orrin Stoutenburg, FSA
Session 32
Jumbo Troubles and Remedies
Timothy J. Ruark, FSA, MAAA; Robert A. Diefenbacher, FSA, MAAA; Brian Millman*
Session 33
2004-05 Individual Life Experience Study Results
Richard L. Bergstrom, FSA, MAAA; Sharon S. Brody, FSA, MAAA; Thomas E. Rhodes,FSA, MAAA, FCA
Session 34
Enterprise Risk Management for Smaller Companies
Max J. Rudolph, FSA, MAAA, CERA; Marvin P. Ehly, FSA, MAAA; Randall P. Rotschafer, FSA, MAAA, CERA
Session 35
Retirement—New Products and Approaches
Marcia Mantell*; Brent Hamann*; Christopher G. Raham, FSA, MAAA
Session 36
Striking a Match between Assets and Liabilities without Getting Burned: Update on Pension Risk Management
Marvin Lee Stokes, FSA, MAAA, EA, FCA; Chad Aaron Hueffmeier, FSA, MAAA, EA; James Scott, CFA*
Session 37
Hot Topics in the Principle-Based Approach to Reserves and Capital
Gary L. Falde, FSA, MAAA; Richard H. Daillak, FSA, MAAA; James W. Lamson, FSA, MAAA
Session 38
Capital Market Issues in a Global Society
Catherine Denise Lyn, FSA, FIA; Aaron Hou, CFA, FRM, PRM*; Andrew D. Smith*
Session 39
Critical Illness Developments
Sheila Matheson*; Sebastien Blondeau, FSA, MAAA; Steve Fretwell, CLU*
Session 40
All Politics is Local: What the States are Doing about Health Insurance Coverage and Affordability
Daniel W. Bailey, FSA, MAAA; Ronald E. Bachman, FSA, MAAA; David M. Dillon, FSA, MAAA
Session 41
Securitizations and Reinsurance—How They Apply to LTC
Mark J. Costello, FSA, MAAA; Edward John Bonach, FSA, MAAA; Thomas R. Corcoran, FSA, MAAA
Session 42
Medicare Advantage, Session Two—Part D
P. Anthony Hammond, ASA, MAAA; Brendan Charles Lyons-Keefe*; Sue E. Todhunter*
Session 44
Where are Technological Advances Taking the Insurance Industry…and Its Actuaries?
Ben H. Wolzenski, FSA, MAAA; James Barnes*; Dave Dorans*; Jay M. Jaffe, FSA, MAAA; Eric J. Joyce*; Mitch McCloskey*; Chris Peek*; Kevin J. Pledge, FSA, FIA
Session 46
Education & Research Section Continental Breakfast
Thomas P. Edwalds, FSA, ACAS, MAAA
Session 47
Product Development Section Hot Breakfast
R. Dale Hall, FSA, MAAA, CERA; Robert P. Stone, FSA, MAAA
Session 48
Joint Risk Management Section Hot Breakfast
Ronald J. Harasym, FSA, FCIA, MAAA, CERA; Max J. Rudolph, FSA, MAAA, CERA
Session 50
The Implications of ERM
Nicholas John Ranson, FSA, FIA, FIAA, MAAA; Helen Galt, FSA, MAAA; Gerald Wilson*
Session 51
An Actuarial Perspective on Structured Investment Products
Allan Mark Levin, FSA, MAAA, FIA; Marie-Laure Chandumont*; Chris Crevier*; Frank Zhang, FSA, MAAA
Session 52
LTC Claims Management of the Future
Deborah A. Grant, FSA, MAAA; Maureen Lillis*
Session 53
Decisions, Decisions (about Retirement)
Anna M. Rappaport, FSA, MAAA, EA; Susan S. Spraker, Ph.D., CFP*
Session 54
Pension Protection Act: A Recap of Recent Guidance
Thomas M. Sablak, FSA, EA, MAAA, FCA; Robert B. Davis*; Birgit Anne Waidmann*; Carolyn E. Zimmerman, FSA, EA, MAAA
Session 56
U.S. and European Views on the Revolution in General Purpose and Solvency Accounting
Tara J. P. Hansen, FSA, MAAA; Henry W. Siegel, FSA, MAAA; Hans van der Veen*; Hans J. Wagner, FSA, MAAA
Session 57
Transparency and Provider Issues—Impact on Health Care Affordability and Quality
Stuart D. Rachlin, FSA, MAAA; Doug Cave, Ph.D.*; Thomas James, MD*
Session 58
Sales Force Modeling, an Essential Tool for Managing Distribution Effectiveness - CANCELED
Session 59
A Futurism Primer—Case Studies using Futurism Methods
Scott D. McInturff, FSA, MAAA; Allen M. Klein, FSA, MAAA; John E. Tiller Jr., FSA, MAAA
Session 60
Predictive Models—Innovation versus Implementation
Vincent Michael Kane, FSA, MAAA; Ognian Asparouhov, Ph.D.*; Yuhong (Jason) Xue, FSA, MAAA; Chris E. Stehno, MBA*
Session 61
Hot Topics in Life Insurance Products and Marketing
Christine E. Dugan, FSA, MAAA; J.C. Brueckner*; Keith A. Dall, FSA, MAAA; Terence B. Martin, FSA, MAAA
Session 62
Medicare Advantage, Session 3—Technical Topics for Part C and Part D
Eric P. Goetsch, FSA, MAAA; Matthew P. Chamblee, FSA, MAAA, CERA; Jennifer Lazio, FSA, MAAA; Susan E. Pierce, FSA, MAAA
Session 63
Federal Income Tax Implications of Principle-Based Reserves
Arthur V. Panighetti, FSA, MAAA; Norman E. Hill, FSA, MAAA; Edward L. Robbins, FSA, MAAA
Session 65
A Look into the Future—Economic Forecasts for 2009
Andrew H. Dalton, FSA, MAAA; Sufang Cui, FSA, MAAA, Ph.D.; Kurt Karl*
Session 66
Tools to Help Me with My Treaty
David Addison, FSA, MAAA; Donna R. Jarvis, FSA, MAAA; Dana Wiele*
Session 67
Protection Products: Present and Future
Jeremy Lee Lane, ASA, MAAA; Brian K. Carteaux, FSA, MAAA; Paul Fedchak, FSA, MAAA
Session 68
How Important is Lifetime Income to Retirees?
Anne M. Button, FSA, MAAA, EA; George (Sandy) Mackenzie*; Marie Rice*
Session 69
Game On! PPA Experiences in 2008 … and Unresolved Issues
Marvin Lee Stokes, FSA, MAAA, EA, FCA; Tonya Bowman Manning, FSA, MAAA, EA, FCA; Donald J. Segal, FSA, MAAA, EA, FCA
Session 70
Principle-Based Approach for Smaller Insurance Companies
Jerry F. Enoch, FSA, MAAA; Arnold A. Dicke, FSA, MAAA, EA, FCA; James W. Lamson, FSA, MAAA
Session 71
GAAP Update
Rod L. Bubke, FSA, MAAA; Matt Frazee, CPA*; Mark J. Freedman, FSA, MAAA; David C. Scheinerman, FSA, MAAA
Session 72
The Presidential Candidates—A Comparison of their Health Care Platforms
Patrick L. Collins, FSA, MAAA
Session 73
Preparing for PBA and Stochastic Modeling
Scott A. Weltz, FSA, MAAA; Laurel A. Kastrup, FSA, MAAA; John Leo Timmerberg, ASA, MAAA
Session 74
The Revised Qualification Standards and Continuing Professional Development Apply to You!
Tom Bakos, FSA, MAAA; Emily K. Kessler, FSA, EA, MAAA, FCA
Session 75
Actuarial and IT Departments: Making the Marriage Work
Tim A. Pauza, ASA; Cheryl Jones*; Steve Leigh*; Dean K. Slyter, FSA, MAAA
Session 76
High Impact Communication
David C. Miller*
Session 77
Marketplace Relevance Action and Environmental Scanning - CANCELED
Session 78
The Fundamentals and Practical Considerations of Life Insurance Company Expenses—A Teaching Session
Sam Gutterman, FSA, MAAA, FCAS, FCA, HONFIA
Session 80
Presidential Luncheon
Cecil D. Bykerk, FSA, MAAA, FCA; Bruce D. Schobel, FSA, MAAA, FCA
Keynotes: Bob Beckel and Cal Thomas
Session 82
An Actuarial Perspective on Measuring Operational Risk
Nicholas John Ranson, FSDA, FIA, FIAA, MAAA; Ali Samad-Khan*
Session 83
The Mortgage Crisis: Were Insurance Companies and Pension Plans Prepared?
Andrew H. Dalton, FSA, MAAA; Tsana W. Nobles, FSA, MAAA; Dawn Silvia*
Session 84
Update on IDEC Disability Income Study - CANCELED
Session 85
SOA Survey Results on Alternative Tools for Mortality Risk Management, Early Duration Claims and Life Settlements
Allen M. Klein, FSA, MAAA; Michael H. Choate, FSA, MAAA; Anna Hart, MS, SRM*; Everett Kunzelman, FLMI, ACS*
Session 86
Target Practice with Retirement Replacement Ratios
Marvin Lee Stokes, FSA, MAAA, EA, FCA; Jeffrey S. Paciero, FSA, MAAA, EA
Session 87
Late-Breaking Developments for Pension Plans
Donald J. Segal, FSA, MAAA, EA, FCA; Tonya Bowman Manning, FSA, MAAA, EA, FCA; Carolyn E. Zimmerman, FSA, EA, MAAA
Session 88
GAAP Update Workshop
Rod L. Bubke, FSA, MAAA; David C. Scheinerman, FSA, MAAA
Session 89
Current Topics Affecting Smaller Insurance Companies
R. Dale Hall, FSA, MAAA, CERA; Christopher H. Hause, FSA, MAAA; Leon L. Langlitz, FSA, MAAA; Anthony G. Proulx, FSA, MAAA; William M. Sayre, FSA, MAAA; Philip A. Velazquez, FSA, MAAA
Session 90
Aging Population: Opportunities and Risks
James C. Christou, ASA, MAAA; Joshua David Bank, ASA, MAAA, EA, FCA; Douglas J. Knowling, FSA, MAAA; David N. Wylde, FSA, MAAA
Session 91
Private LTC and Public/Private MLTC
Larry J. Pfannerstill, FSA, MAAA; Holly Michaels-Fisher, MPH*; Geoffrey Walton*
Session 92
Long-Term Health Cost Projections - CANCELED
Session 93
Will State LTC Partnership Programs Generate Medicaid Savings?
Malcolm A. Cheung, FSA, MAAA; Babak Alimard*; Mark Meiners*; Paul Strebe*
Session 94
Distribution Economics
Andy Ferris, FSA, MAAA; Richard K. Berry*; Lucian Lombardi, ASA; Kevin J. Pledge, FSA, FIA
Session 95
Valuation Software Enhancement for PBR
Carl Desrochers, FSA, MAAA, FCIA; Van Beach, FSA, MAAA; Trevor C. Howes, FSA, FCIA, MAAA; Chris Peek*; Craig W. Reynolds, FSA, MAAA; Roger W. Smith, FSA, MAAA
Session 99
Financial Reporting Section Hot Breakfast
Jerry F. Enoch, FSA, MAAA; Rod L. Bubke, FSA, MAAA
Session 100
Long-Term Care Insurance Section Hot Breakfast—Litigation & Public Relations Management
Steven W. Schoonveld, FSA, MAAA; Susan Coronel*
Session 101
Health Section Hot Breakfast
Daniel W. Bailey, FSA, MAAA; Joel Shalowitz, MD, MBA, FACP*
Session 103
Risk Aggregating Techniques
Chad R. Runchey, FSA, MAAA; B. John Manistre, FSA, FCIA, MAAA; Lutz Wilhelmy*
Session 104
A Behavioral Finance Perspective on Actuarial Science
Donald R. Krouse, FSA, MAAA; Neal Roese, Ph.D.*
Session 105
Tax Treatments and Traps—Life Products and Their Usage
Arthur V. Panighetti, FSA, MAAA; John T. Adney*; Brian G. King, FSA, MAAA; Kory J. Olsen, FSA, MAAA
Session 106
Payout Annuities: The Past, the Present and the Future
Douglas L. Robbins, FSA, MAAA; Jodi L. Kravitz, FSA, MAAA; Joel C. Sklar, ASA, MAAA
Session 107
The State of Defined Benefit Plans Worldwide
Joshua David Bank, ASA, MAAA, EA, FCA; John Turner, Ph.D.*
Session 108
The State of Pension Plan Accounting/Disclosure
Thomas M. Sablak, FSA, EA, MAAA, FCA; Anne M. Button, FSA, EA, MAAA; Gregory Nicholson*
Session 109
Market Consistent Embedded Value—Practical Issues
Vincent Y. Y. Tsang, FSA, MAAA; Craig A. Buck, FSA, MAAA; Dominique Lebel, FSA, MAAA, FCIA
Session 110
Group Life—New Products and Features
Scott D. Haglund, FSA, MAAA; Mark M. Yu, FSA, MAAA
Session 111
Pricing Health Coverage
Charles S. Fuhrer, FSA, MAAA; Olga T. Jacobs, FSA, MAAA; Michael E. Weilant, FSA, MAAA
Session 112
Credit Insurance and Debt Protection Products Hot Topics
Christopher H. Hause, FSA, MAAA
Session 113
Capital Market Innovation
Joseph Paesani, FSA, MAAA; William Cassano*; Guy Coughlin*; Charles-Antoine Laplante, FSA, MAAA
Session 114
Using SOA e-Learning Modules for Continuing Education
Stuart Klugman, FSA; Stephen A. Eadie, FSA, FCIA
Session 115
CDHP/HDHP Recent Results
David M. Tuomala, FSA, MAAA, FCA; Joseph D. Bogdan, FSA, MAAA; Frederick S. Busch, FSA, MAAA
Session 116
How to Host a Business Planning Event
Kevin F. Leavey, FSA, MAAA; Morrie Allen Bunnell, FSA, MAAA; Vincent J. Granieri, FSA, MAAA, EA
Session 119
Pension Dumping—Who Wins and Who Loses When Pension Promises Are Broken
Thomas M. Sablak, FSA, MAAA, EA, FCA; Fran Hawthorne*
Session 120
Retirement 20/20 Redux
Emily K. Kessler, FSA, EA, MAAA, FCA; Cynthia J. Levering, ASA, MAAA, EA, MSPA
Session 121
Financial Reporting Issues in Insurance Securitization
Dean M. Nelson, ASA, MAAA, CFA; Deborah Duarte, CPA*; Otto Lowe*; Todd R. Sagmoe, FSA, MAAA
Session 122
Group Life—Underwriting and Experience Rating Considerations Workshop
Christopher Howley*; Maryellen Jankunis*; Kevin James Trapp, FSA, FCIA, MAAA
Session 123
Technological Solutions to Pricing Health Coverage
Joseph N. Romano, ASA, MAAA; Debbie Appelbaum, MBA*; Rob Carr*; David Cusick*; Steve Hulslander*
Session 124
LTC Insurance Section-Sponsored Research Study Results
Steven W. Schoonveld, FSA, MAAA; Melissa Ann Gordon, ASA, MAAA; Jessica Miller*
Session 125
Getting Off the Ground
David V. Axene, FSA, MAAA, FCA; David S. Rintoul*
Session 126
E-Signatures
Jay M. Jaffe, FSA, MAAA; Brian Casey*; Patrick Hatfield*
Session 127
Replicating Portfolios
Curt Burmeister*; Bradley E. Barks, FSA, MAAA; Takeko Shimotomai, FSA, MAAA
Session 128
Indexed Products
Andy Ferris, FSA, MAAA; Michael L. Kaster, FSA, MAAA; Robert P. Stone, FSA, MAAA; Brian T. Woolfolk, FSA, MAAA
Session 129
Are Your Health Trends Fact or Fiction?
Greta Redmond, FSA, MAAA; Patrick K. Getzen, FSA, MAAA
Session 130
The Actuarial Standards Board and ASOPs
Stephen G. Kellison, FSA, MAAA, EA; Mary Downs*; Frank Todisco, FSA, MAAA, EA
The SOA will not be providing hard copies of handouts for all sessions. Hard copies will be produced by the SOA for certain sessions if it is deemed necessary by the presenter, and if the presentation is received by the SOA designated deadline. In addition, presentations received by the deadline will be posted for general viewing on the SOA Web site in PDF format one week prior to the meeting, so that attendees may print handouts to bring with them if they wish. Handouts can be accessed at here. All presentations (including late and amended materials) will be posted for general viewing on the SOA Web site after the meeting.
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