|
 2008 CCA Audiocast
Schedule
Cosponsored by the
American Academy of Actuaries
Upcoming
Audiocasts:
Confidentiality & Data
Security
May 14, 2008
12:30 - 1:45 PM EDT
The Late Fee and Cancellation
Deadline is
May 7th
Register Now or
Register a Group
Registration
Policy
Registration closes at 9:00 AM central
time on the day of the audiocast.
Individual Registration:
Conference Members - $165*
Academy Members - $180*
Non-members $195*
Group (Two or More) Registration: $330*
Two or more persons may participate from
the same site using one connection.
Presentation materials are sent to the site
coordinator for distribution. Additional
non-Conference members (above the initial
two) who wish to receive a continuing
education certificate are charged a $25
processing fee per individual certificate.
Following the conclusion of the audiocast,
all participating Conference members receive
a continuing education certificate at no
additional charge.
To register
multiple attendees from one company or organization at the
same location, please complete the
Group Registration Form.
* Registrations received one week prior to
the seminar are charged a $50 late fee.
Fees listed are applicable for participants
in U.S. only. Participants outside the
U.S. will incur additional phone line
charges payable by the participant.
Cancellation Policy
Cancellations received in writing by the dates listed will be refunded
the full fee minus a $50 processing fee. After these dates no refunds will
be available. |
Credit:
CPD/EA Core 1.5
Presenters:
Robert J. Rietz - Deloitte Consulting
Stephen N. Eisenstein - Ernst & Young, LLP
What is PII (3.14159265?) and what do we
need to know about it? Is PII more than PHI? What states have passed
PII legislation? What are the consequences of exposing someone's PII?
What can I do to protect myself and my employer from litigation on
this topic? During this audiocast, the speakers discuss professional
responsibility related to confidentiality and the protection of
sensitive employee information. Topics to be discussed include
general background on federal and state data security legislation,
HIPPA PHI requirements, potential consequences of HIPPA violations,
and sample best practices to protect census data from falling into
the wrong hands.
Communications & Record
Retention
June 11, 2008
12:30 - 1:45 PM EDT
The Late Fee and Cancellation
Deadline is
June 4th
Register Now or
Register a Group
Presenters:
J. Greg Gaston - J. G. Gaston & Associates Inc.
JP Neal - Watson Wyatt Worldwide
Nishan DeSilva - Watson Wyatt Worldwide
Records retention is getting increasing visibility from
corporate leaders. As the information sprawl spreads across organizations,
it becomes very important to manage and control business records. The
growing number of laws and regulations that specifically reference the
management of business records makes it imperative for every actuary to know
and understand records retention issues.
During this audiocast, the speakers discuss the importance of a records
management program and review professional responsibility as it relates to
both client and internal work products. Topics to be discussed include
identifying business records, handling of paper and electronic records with
special emphasis on e-mail records, legal and business retention
requirements and record disposition. The session will also highlight key
records retention requirements in the actuarial field.
Financial Economics 101
July 9, 2008
12:30 - 1:45 PM EDT
The Late Fee and Cancellation
Deadline is
July 2nd
Register Now or
Register a Group
Presenters:
Stu Alden - Watson Wyatt Worldwide
Mark Ruloff - Watson Wyatt Investment Consulting
Pension minimum funding legislation and accounting requirements have been
forcing liability calculations away from traditional actuarial methods
towards more mark-to-market measures. Why has it been decided that these
liability measures are more appropriate for minimum funding and accounting?
Financial economics (or more specifically, pension finance) calls for
pension market liabilities to be measured using bond rates.
Using market liabilities, measured at bond rates, removes what would
otherwise be a bias towards equity investment over bonds when making
investment decisions. Pension finance goes on to state what finance issues
should be considered when making an asset allocation decision. From the
shareholders point of view, the risk/reward trade off of investing in
equities versus bonds has no first order effect. However, there are second
order effects including stakeholder taxes, surplus ownership, and agency
issues that should guide the investment decision.
This audiocast provides an introduction to financial economics and what it
has to say about the measurement of pension liabilities and broad asset
allocation decisions.
Presidential Candidates
Health Plan Review
September 10, 2008
12:30 - 1:45 PM EDT
The Late Fee and Cancellation
Deadline is
September 3rd
Presenters:
Jennifer Tolbert - Kaiser Family Foundation
Representative from
National Association of Social Insurance or Blue Cross and Blue
Shield Association
Health care has become an important campaign issue
for the presidential candidates this year. Each of the candidates
have diverse views on tackling the rising costs of health care and
the uninsured. Presenters discuss these alternatives and their
impact on employee benefits and the health insurance industry.
Actuarial Gains & Losses
November 12, 2008
12:30 - 1:45 PM EST
The Late Fee and Cancellation
Deadline is
November 5th
Conflict of Interest
December 10, 2008
12:30 - 1:45 PM EST
The Late Fee and Cancellation
Deadline is
December 3rd
Previous 2008
Audiocasts:
PPA Gut Check
January 22, 2008
12:30 – 1:45 PM EST Credit:
CPD/EA Core 1.5
Moderator:
Donald J. Segal - JPMorgan
Presenters:
Martin Pippins - Internal Revenue Service
Carolyn E. Zimmerman - Internal Revenue Service
Tonya Manning - Aon Consulting
Kenneth A. Steiner - Watson Wyatt Worldwide Topics may include:
- Guidance on funding;
- Benefit restrictions (covered by the proposed
regulations);
- Yield curve, segment rates, and 417(e) (3)
interest rates;
- Mortality tables for the funding target
calculations and lump sums;
- Changing the lump sum basis and 204(h)
notices; and
- Cash balance plans guidance.
New
and Improved - ASOPs for Pension Actuaries
February 13, 2008
12:30 – 1:45 PM EST
Credit:
CPD/EA Core 1.5
Presenters:
Larry Sher
- Buck Consultants
David Fleiss - Bolton Partners Inc.
John Moore
- JPMorgan
The Actuarial Standards Board has
recently issued the new ASOP 44 that addresses asset valuation
methods, and also revised ASOP 4 (for measuring pension obligations
and determining costs and contributions), ASOP 27 (pertaining to
economic assumptions), and ASOP 35 (covering demographic
assumptions). Each of these ASOPs go into effective March 15, 2008.
Please join us as our panel presents a framework for how these ASOPs
fit together, and discusses key elements of each.
Controlled Groups
March 12, 2008
12:30 - 1:45 PM EDT Credit:
CPD/EA Core 1.5
Presenters:
S. Derrin Watson - SunGard Relius
Aggregation Aggravation: The
controlled group and common control rules have befuddled
practitioners for years. This program provides a concise summary of
the employer aggregation rules, including the different attribution
systems, and the consequences of aggregated systems.
|
