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2009 CCA Audiocast
Schedule
Previous 2009 Audiocasts:
Actuarial
Communications
Presenters:
Ann M. Sturner - Bolton Partners Inc. In light of the increasingly complex legislative and compliance controls over the last decade, this session is designed to help actuaries communicate clearly and concisely so that the recipient can understand and appreciate technical contents.
The session discusses Actuarial Standards of Practice and the Code of Professional Conduct as they relate to actuarial communication. Caveats and disclaimers to mitigate communication risks and issues relating to email communications such as confidentiality, ethics, attachments, password protection, encryption, etc. are also discussed.
PPA - A
Look Back (for Large Plans)
Presenters:
First in a series of presentations on PPA that "looks back" over the past year to see where we have been, what we have done, and how it relates to how pension actuaries' work is changing. We'll try to answer some "unanswered questions." This presentation is focused on large plan issues.
PPA - A Look
Forward (for Small Plans)
Presenters:
Second in a series of presentations on PPA that "looks forward" toward where we are going and how it relates to how pension actuaries' work is changing. We'll try to answer some "unanswered questions" as we close in on the April 1 certification date! This presentation is focusing on small plan issues.
Public
Plans Funding and Governance
Moderator:
Presenters: Discussion of ways to improve public plan funding. With the advent of defined benefit plans staying in the public sector, this topic is relevant and important news for actuaries.
PPA - A Look
Forward (for Large Plans)
Presenters:
Eric A. Keener - Hewitt Associates LLC
Third in a series of presentations on PPA that "looks forward" toward where we are going. A good look at what is new and how it will relate to pension work for the future. This presentation is focused on large plan issues.
PPA - Asset
Liability Investments
Presenters:
R. Evan Inglis - Vanguard
Fourth in a series on PPA describing how it relates to asset liability investment and the effect of PPA including LDI and financial economics.
Peer Review
Moderator:
Presenters:
A peer review program can help your firm consistently deliver
high quality products and services. The presenters at this audiocast review
what constitutes effective peer review, the potential consequences of
inadequate peer review, and its application to actuarial firms. Aspects of
the American Academy of Actuaries' discussion paper and the Conference of
Consulting Actuaries' peer review guidelines are discussed as well. If your
firm has an existing peer review program, this session can provide
perspective, ideas for enhancement, and some practical advice. Both small
and large firm perspectives are explored. If you want to enhance the quality
of your firm's work product and services by establishing a peer review
program, or if you want to examine the issues and advantages of peer review,
this audiocast is for you.
ABCD and the
Disciplinary Process
Presenter: Do you understand the ABCD and its role? Worried about whether you are doing the right thing? Speakers describe what the ABCD is, how it works, and the disciplinary process; including crossing into Canada.
IFRS What's
Coming? Future of Corporate Accounting for Benefits
Presenters:
This presentation focuses on describing what is coming down the pipe from IFRS and how/why these new benefit accounting standards are going to affect actuaries.
Yield Curve
101
Moderator:
Presenters: A reminder of what a yield curve is (and what it isn't) and how it can be applied to the selection of interest rates for a valuation.
State of
Healthcare Reform
Moderator:
Presenters:
Mike Langan - Towers Perrin
The health reform debate is being talked about everywhere now from the water cooler to corporate board rooms. Everyone seems to have an opinion but how much of it is in reaction to the media? Get the real scoop on the key issues in this upcoming audiocast with two benefit consultants who are closely following the activities in Washington. What does Congress mean when they want to have a public option available to the country? Or, is a health care co-op really the answer if a public option is not adopted? What will be the ongoing role of private insurers, employers, government and individuals in the new health care environment? Will the new health care system be financially more efficient than today’s? What are the key features of the bills that employers should be watching? If I like my current health plan, will I really be able to keep it? These and many other questions will be answered in the upcoming audiocast.
Preparing for Pension/OPEB Year End Disclosures -- Why Do Auditors Ask for That?
October
7, 2009
Presenters:
Jerrold Dubner - PricewaterhouseCoopers LLP
It's late January, you are scrambling to complete the yearend
measurements for your clients. The audit team starts asking questions about
assumptions, interim events, methodologies. Are you going to have to revise
your measurements? What could have been done to help the process go more
smoothly? Why do you have to provide all this documentation?
Code of Conduct -
Does the Code Apply to This?
Presenters: Katharine C. Currie - Hewitt Associates, LLC
A presentation that addresses some of the "Gray Areas" in the Code of applicability to DB/DC administration, and other nontraditional actuarial work along with ancillary material that an actuary regularly consults.
An Overview
of New IRS Regulations – Sections 430 and 436 - Update from Leading Pension
Actuaries - Part 1 The four major U.S. pension actuarial organizations - the Conference of Consulting Actuaries, the Society of Actuaries, the American Academy of Actuaries, and the American Society of Pension Professionals and Actuaries - are jointly sponsoring this overview of the new IRS regulations on Sections 430 and 436, that were published in October. The audiocast’s participants plan to cover:
The sessions are an overview of the new Section 430 and 436 regulations. The regulations are covered in both sessions, but the emphasis is on Section 430 on the November 12 audiocast. The distinguished panel for these audiocasts is comprised of Tonya Manning, [Chief Actuary, Retirement of Aon Consulting, Brian Donohue, Managing Director of JPMorgan Compensation and Benefit Strategies, Bruce Cadenhead, Principal, Mercer Human Resources, Thomas Finnegan, Principal Savitz Organization, Eric Keener, Principal, Hewitt Associates and John Moore, Chief Actuary, JPMorgan Compensation and Strategies. A representative from the IRS Employee Plans division is expected to join each panel. Donald Segal, Vice President of JPMorgan Compensation and Benefit Strategies is moderator.
An Overview of New
IRS Regulations – Sections 430 and 436 - Update from Leading Pension
Actuaries - Part 2 The four major U.S. pension actuarial organizations - the Conference of Consulting Actuaries, the Society of Actuaries, the American Academy of Actuaries, and the American Society of Pension Professionals and Actuaries - are jointly sponsoring this overview of the new IRS regulations on Sections 430 and 436, that were published in October. The audiocast’s participants plan to cover:
The sessions are an overview of the new Section 430 and 436 regulations. The regulations are covered in both sessions, but the emphasis is on Section 436 on the November 19 audiocast. The distinguished panel for these audiocasts is comprised of Tonya Manning, [Chief Actuary, Retirement of Aon Consulting, Brian Donohue, Managing Director of JPMorgan Compensation and Benefit Strategies, Bruce Cadenhead, Principal, Mercer Human Resources, Thomas Finnegan, Principal Savitz Organization, Eric Keener, Principal, Hewitt Associates and John Moore, Chief Actuary, JPMorgan Compensation and Strategies. A representative from the IRS Employee Plans division is expected to join each panel. Donald Segal, Vice President of JPMorgan Compensation and Benefit Strategies is moderator.
Qualification
Standards
Presenters: It's the second year of the required "Qualification Standards." The speakers review the QS and answer your questions on:
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