AI, Professionalism, and the Consulting Actuary

December 01, 2026 10:00 AM - 11:15 AM Central Standard Time
Speakers:
Beth Baker
Graham Alan Schmidt
Jami Eckman
Shelley Yunjie Zhao
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Artificial intelligence is rapidly becoming part of the consulting toolkit, creating new opportunities to improve efficiency, analyze information, and enhance client service. At the same time, the use of AI raises important professionalism considerations related to confidentiality, data security, disclosure, reliance on AI-generated content, and the actuary's responsibility for work products delivered to clients. This session will explore how actuarial standards of conduct and professional judgment apply when AI tools are incorporated into consulting engagements including client communications, data handling, and report preparation.

Beyond the Actuarial Team: Communicating, Collaborating, and Relying on Others

December 03, 2026 10:00 AM - 11:15 AM Central Standard Time
Speakers:
Beth Baker
Mr Richard M Gamret
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
In this CCA professionalism webinar, presenters will explore how actuaries can responsibly rely on the work of others in an increasingly cross-disciplinary environment. In addition to discussing what types of work may be relied upon and the relevant actuarial standards of practice, this session will focus on the practical behaviors, conversations, and collaborative processes that help an actuary develop an appropriate basis for reliance. Presenters will use practical examples and cautionary scenarios to discuss how communication and collaboration can strengthen professional judgment, improve the quality of actuarial work, support transparent communication with intended users, and build relationships with other professions. Examples of reliance may include work from other actuaries, data scientists, investment professionals, technology teams, vendors, and other subject-matter experts. Presenters will also discuss reliance on data from public, proprietary, internal, and third-party sources, as well as considerations associated with emerging tools such as generative AI.

Upholding Professionalism in Actuarial Practice

December 02, 2026 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Douglas Anderson
Kenneth J. Herbold
Mary Pat Campbell
Ms. Tonya B. Manning
Thomas Edward Persichetti
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
This CCA cross discipline webinar will focus on the critical role of professionalism in actuarial practice. The discussion will explore the fundamental principles that guide actuaries in maintaining high standards, delivering objective advice, and upholding public trust.

Medicare Advantage and Part D - Consulting for Challenges

November 11, 2026 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Ivan Ichen Yen
Michael J. McNutt
Michelle Robb
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In this CCA healthcare series webinar, speakers review developments in the MA-PD market. We will consider notable events from the 2027 bid season, impacts on employer and group markets, and anticipated challenges in the 2028 bid season.

Professionalism Challenge: How Well Do You Know Your ASOPs?

December 03, 2026 1:00 PM - 2:15 PM Central Standard Time
Speakers:
David Scharf
Grace Katherine Lattyak
Justin N. Hornburg
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
As credentialed actuaries, we are responsible for understanding and complying with a wide range of professionalism requirements. But how well do you really know them? Put your knowledge to the test in an engaging and interactive session that challenges participants with questions about ASOPs, professional standards, and other key professionalism topics. Compete against your peers, learn from the explanations behind the answers, and discover whether your professionalism expertise is as strong as you think. Whether you're a seasoned practitioner or looking for a refresher, this fast-paced session offers a fun way to sharpen your knowledge and stay current on your professional responsibilities. Will you rise to the top of the leaderboard?

Safeguarding Pension Data: Cybersecurity and Privacy in Retirement Systems

November 18, 2026 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Jeff LaCour
Kenneth J. Herbold
Ms. Amy S. Timmons
Peter Dewar
Siddharth Bose
Credits:
EA Core 0.00
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 0.75
Cyberattacks threaten not only financial assets but also the sensitive personal data of pension plan participants. As ransomware, phishing, and vendor vulnerabilities grow more sophisticated, retirement systems must strengthen cyber defenses while maintaining compliance with privacy laws and actuarial standards. This CCA retirement series webinar highlights governance strategies, vendor oversight, and privacy safeguards to protect pension data. The discussion will also integrate actuarial perspectives, including how ASOP 23 informs documentation and disclosure when data integrity may be compromised.

The Oasis of ASOPs in the Retirement Desert Landscape

December 09, 2026 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Heather Ray
Suzanne Kay Hughes
Timothy J. Geddes
Troy L. Ware
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
This CCA retirement series webinar will provide an overview of ASOPs that guide the measurement of pension obligations. Potential ASOPs covered may be ASOP 4, 6, 23, 27, 41, 44, 51 and 56. How do these ASOPs continue to help retirement actuaries?

Navigating Professionalism Challenges: An Interactive Case Study Experience

December 01, 2026 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Ian M. Smith
John Malcolm Merrill
Justin N. Hornburg
Mariah Becker
Mr Robert (Andy) Blough
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
This interactive session works through a series of complex professionalism scenarios using audience polling and role play by the panel. Participants will examine how the Code of Professional Conduct applies in practice, along with relevant Actuarial Standards of Practice (ASOPs), Actuarial Board for Counseling and Discipline (ABCD) guidance, and other professional standards as appropriate. For each scenario, the panel will set out the background, identify the professional and ethical considerations, and invite participants to weigh in on possible courses of action through polling. Panelists will then discuss the implications of the different responses, highlighting key professionalism principles and the reasoning behind each approach. Because professionalism issues often turn on nuance and judgment, the discussion will focus on understanding the range of reasonable outcomes rather than seeking a single "correct" answer.