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2010 CCA Audiocast
Schedule
Cosponsored by the
American Academy of Actuaries
Registration Policy
(Registration Process Revised
9/22/2009)
Registration closes at 9:00 AM central
time on the day of the respective audiocast.
Individual Registration:
Registration rates are based on the member status of the
individual registering for the audiocast using the following rates:
Conference Members - $165*
Academy Members - $180*
Non-members - $195*
Group
Registration: $330*
(includes two non-Conference member certificates) Two or more persons may participate
under a group registration (individuals
sitting in one room using one phone line).
Presentation materials are sent to the group
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.
*
Registrations received one week prior to the
audiocast 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.
Audiocast Registration Process
(Registration Process Revised
9/22/2009)
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To register for the
audiocast, please use the
CCA Audiocast Registration Form and submit the
appropriate payment through the CCA Online Store.
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Confirmations are
automatically generated through the website at
registration.
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(Revised Process) An
e-mail will be
forwarded to the individual or group administrator
on the Monday before the audiocast containing
a PDF
version of the presentation,
call-in instructions, and
a
link to request your personalized PIN number that allows
you to connect to the call through the conferencing
service.
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Certificates for
individuals are forwarded on the Friday following
the audiocast.
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Group administrators
must provide a list of attendees who require
certificates no later than two weeks after the audiocast.
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Credits are entered on
www.ActuarialCPD.org (the continuing education
tracking tool) for all attendees who are CCA members.
Cancellation Policy
Cancellations received in writing within one week prior of the seminar will be refunded the
full fee minus a $50 processing fee. After these dates no refunds will be
available. |
Upcoming 2010
Audiocasts:
Frozen Plans
March 10, 2010
12:30 PM 1:45 PM EST
Credit: CPD/EA Noncore 1.5
Register Now
Note: Late Fee Waived for this
Audiocast
The news is full of stories on employers that have frozen
their defined benefits plans. Actuaries and other pension professionals are
more likely than ever to come into contact with a frozen plan on a regular
basis. The presenters on this audiocast address several topics related to
frozen plans such as:
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Planning and preparation entailed in buying annuities for
frozen plans;
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For either a FAS 88 settlement or when they terminate as
well as discussing the buy-in concept; and
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Where this may be appropriate for your clients;
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How to set long term and short term pension goals;
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Strategic investment policy - only taking risks that are
expected to be rewarded when considering all assets and liabilities;
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Discussion of the systematic and non-systemic risks
embedded in pension liabilities;
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Using surplus optimization to determine optimal asset
portfolios;
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How synthetics such as interest rate swaps expand the
surplus efficient frontier;
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Tactical considerations in moving toward optimal long
term strategic benchmark; and
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Journey management - dynamically changing the asset
allocation as the funded ratio changes.
Moderator:
Howard Freidin, EA, FSA, FCA, Deloitte Consulting LLP
Presenters:
Thomas Toale, Assistant Vice President, U.S. Pensions, MetLife
Daniel Ransenberg, FSA, Director, BlackRock Multi-Asset Client Solutions
Thomas Toale, Assistant Vice President, U.S. Pensions, MetLife, has worked with qualified pension plans and institutional annuity
products for over 35 years. He joined MetLife in 2008 after nearly 20 years
with Aon Investment Consulting, where he was Senior Vice President
responsible for AIC's annuity placement practice. In that role he worked as
a co-fiduciary with plan sponsors and their counsel, actuaries, and
investment consultants to implement annuity arrangements for terminating
plans as well as partial (FAS 88) settlements for ongoing plans. He also
served as consultant to the independent fiduciary responsible for purchasing
termination annuities for defined benefit plans sponsored by several large
employers.
Prior to his career at AON, he was in a similar role with Mercer Investment
Consulting. Tom began his career in the Group Pension Department of New
England Life (now a unit of MetLife). Tom is a frequent speaker at industry
seminars and co-author of several articles and white papers covering a range
of topics dealing with pension risk solutions.
He received his BA Magna Cum Laude from Boston College and an MBA from
Georgia State University. He is a member of the CFA Society of Philadelphia
and the CFA Institute
Daniel Ransenberg, FSA, is a member of the BlackRock Multi-Asset
Client Solutions (BMACS).
The BlackRock Multi-Asset Client Solutions (BMACS) group, which is
responsible for developing, assembling and managing investment solutions
involving multiple strategies and asset classes. Within BMACS, Dan is part
of the Client Strategy team where he advises our strategic clients on
holistic investment solutions including asset allocation, liability driven
investment solutions, and manager structure.
Mr. Ransenberg's service with the firm dates back to 2007, including his
years with Barclays Global Investors (BGI), which merged with BlackRock in
2009. At BGI, he was a member of the Client Advisory Team responsible for
analyzing and structuring optimal portfolios of managers and asset classes
for clients. Prior to this, he dedicated six years of time consulting with
pension plans as an actuary and as an investment consultant in the United
States, England, and Germany.
Mr. Ransenberg was qualified as a Fellow of the Society of Actuaries in
2006. He earned a BA degree, with honors, in mathematical science from the
John Hopkins University in 2000, and an MS degree in financial engineering
from the University of California in 2007.
Update on
Healthcare Reform Legislation
Date:
TBA
Postponed Pending Future Legislation
Jointly sponsored by the American Academy of Actuaries, the Society of
Actuaries, and the Conference of Consulting Actuaries
Special Registration Rates for This
Audiocast
CCA/SOA/Academy Members - $165*
Non-members - $195*
Group Registration - $330*
Moderator:
Dale H. Yamamoto - Red Quill Consulting
Presenters:
Frank
McArdle - Hewitt Associates LLC
Karl Madrecki - Blue Cross/Blue Shield Association
This is the first in a series of presentations sponsored by
the American Academy of Actuaries, the Society of Actuaries, and the
Conference of Consulting Actuaries on the "new" national healthcare reform
legislation. With a bill being formulated on the hill and expected to be
finalized shortly, this series provides a discussion of the key initiatives
and impact on all stakeholders. Topics may include:
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Key provisions of the legislation;
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Impact on current employer-sponsored health plans;
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Impact on Medicare programs including Medicare Advantage
and the prescription drug program; and
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Implications on the insurance industry.
Best Practices for
an Insurance Consulting Actuary to Apply the ASOPs
April 7, 2010
12:30 PM 1:45 PM EDT
Register Now
PPA Updates: PPA
Today, Where it's Headed and How it Relates
May 12, 2010
12:30 PM 1:45 PM EDT
Register Now
Public Plan Update
June 9, 2010
12:30 PM 1:45 PM EDT
Register Now
Illustrative
Requests for Guidance
July 14, 2010
12:30 PM 1:45 PM EDT
Register Now
Accounting Hot
Topics (Employee Benefit)
September 8, 2010
12:30 PM 1:45 PM EDT
Register Now
International
Non-Pension
October 13, 2010
12:30 PM 1:45 PM EDT
Register Now
How Have the
New ASOPs Changed Your Practice?
November 10, 2010
12:30 PM 1:45 PM EST
Register Now
Legislative Update
December 1, 2010
12:30 PM 1:45 PM EST
Register Now
Qualification
Standards and New JBEA Regs
December 15, 2010
12:30 PM 1:45 PM EST
Register Now
Previous 2010
Audiocasts:
Public
Plan Issues - Update on GASB Project
February 10, 2010
12:30 PM 1:45 PM EST
Credit: CPD/EA Noncore 1.5
Moderator:
William (Flick) Fornia - Aon Consulting
Presenters:
Paul Angelo - The Segal Company
Jim Rizzo - Gabriel, Roeder, Smith & Company
The Governmental Accounting Standards Board is in the throes
of an extensive review of their project to consider the possibility of
improvements to the existing standards of accounting and financial reporting
for postemployment benefits -- pension and OPEB -- by employers and by the
trustees, administrators, or sponsors of pension or OPEB plans. Paul and Jim
have attended many recent GASB meetings and hearings and have been principal
authors of various comments to the GASB.
Topics may include:
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Overview of GASB;
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Overview of GASB's posteemployment benefits project;
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Accounting/Reporting focus;
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Actuaries' input to the process;
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Pension Liability Recognition:
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Tentative decisions by GASB;
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Pension Expense Recognition;
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Potential Cost Methods and Assumptions; and
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Likely outcomes.
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