Financial Reporting in Healthcare

December 15, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Credits:
CPD 1.50
In this CCA healthcare series webinar, presenters will discuss current topics in financial reporting including statements of actuarial opinion for appointed actuaries, techniques and considerations for calculating health reserves, regulatory compliance issues, or other current topics of interest to actuaries working with healthcare financial reporting. Perspectives may include those of health plans, employers, auditors, or regulatory actuaries.

403 - The Finer Points of Plan Administration

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Jaime F. Packer
Mr. Jeremy P. Olszewski
Representative
Spencer Wade
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Speakers at this session focus on some of the finer points of plan administration that may only impact a small percentage of a plan’s population but can cause some of the biggest headaches if not properly addressed. Potential topics include required minimum distributions, actuarial increases, suspension of benefits notices, 415 limits, top 25 lump sum restrictions and missing participants.

Health Plan and PBM Cost Mitigation Strategies

August 18, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Dr. Patrick P. Gleason, PharmD, BCPS, FCCP, FAMCP
Ian M. Smith
Kali Schweitzer PharmD
Mr. David M. Tuomala
Credits:
CPD 1.50
In this CCA healthcare series webinar, presenters discuss strategies that health plans and pharmacy benefits managers are using to manage these high cost treatments. In recent years, the number of high cost pharmaceutical treatments for a variety of conditions has been increasing. These drugs typically categorized as specialty drugs include infusion drugs, biologics, oncology, and gene therapy treatments for both common and relatively rare conditions. 

609 - Transparency and Surprise Billing Legislation

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. Barry Carleton
Mr. Robert Davis
Mr. Timothy Stawicki
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The No Surprises Act, signed at the end of 2020, contains protections that hold consumers harmless from the cost of unanticipated out-of-network medical bills. Speakers address this and other potential legislation that may be in development.

306 - Impact of COVID-19 on Employee Benefits Around the World

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Mr. Mike Spetko
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Speakers review the short- and long-term global effects on employee benefits created by COVID-19.

203 - Predictive Analytics and Participant Behavior

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Lori Block
Mr. David Scharf
Mr. Tom Spann
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists address issues surrounding participant behavior and how predictive analytics can be used to identify patterns.

105 - Practical Aspects of Setting the Expected Return

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. James J. Rizzo
Mr. Scott J. Whalen
Mr. Scott J. Whalen
Mr. Scott J. Whalen
Paul Angelo
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers examine both technical and consulting challenges that arise when recommending expected return assumptions for public pension plans. They start by drilling down on some technical pitfalls, including how – and how not – to develop portfolio return statistics, mapping capital market assumptions from various sources, and even a review of the roles of arithmetic and geometric expected returns. Then speakers investigate the overlapping roles and responsibilities of the actuary and the investment consultant. How should the trustees understand differences between our often very different expected returns? And how can we work together to bring the trustees to a prudent understanding of the relationship between asset allocation and the actuary’s investment return assumption?

201 - Assumption Setting in a COVID-19 Environment

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. David James Stablein
Mr. Scott A. Hittner
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Pension actuaries must consider how COVID-19 will affect the assumptions used in valuing pension plan obligations. Mortality is a natural assumption to start with, but the pandemic has dramatically affected the economy and workforce demographic patterns and will likely affect several assumptions. Speakers share how they are approaching this critical topic.

705 - Public Plans Open Forum

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
David L. Driscoll
Mr. Brian B. Murphy
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
(Polling Included) The Public Plans Open Forum is an opportunity for attendees to identify topics for informal discussion among your colleagues. The session leaders will also have a list of pre-determined topics, which may include economic assumptions, mortality tables, dealing with the impacts of COVID-19, Section 415 limits, recently adopted and proposed changes to the ASOPs, and other current issues of interest to public sector practitioners.

704 - Withdrawal Liability

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. Mitchell H. Hofing
Representative
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Withdrawal liability has been around since 1980 and has often been described as a double-edged sword. Withdrawal liability has re-emerged as an important issue for most plans after the financial challenges in the first decade of the millennium. The panelists discuss several difficult withdrawal liability topics including partial withdrawal, the environment for plans and employers today, and offer a glimpse into the new approaches that have emerged.

001 - ASOP Updates

October 24, 2021 4:15 PM - 5:55 PM Mountain Standard Time
Speakers:
David T. Kausch
Margaret Tiller Sherwood
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 2.00

Three Actuarial Standards of Practice recently became effective:

  • ASOP 27 – Selection of Economic Assumptions for Measure Pension Obligations, effective August 1, 2021;
  • ASOP 32 – Social Insurance, effective September 2, 2021; and
  • ASOP 35 – Selection of Demographic and Other Noneconomic Assumptions for Measuring Pension Obligations, effective August 1, 2021.

Panelists at this session discuss the changes to these ASOPs and how those changes may affect your consulting practice.

204 - Assessing Pension Investment Strategies in Today's Environment

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Michael S. Clark
Mr. Sumit Kundu
Ms. Yubo Qiu
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
ARPA has changed the regulatory environment for corporate pension plans, loosening funding requirements and rules about benefit restrictions. The capital market environment has evolved in ways that few would have anticipated. Speakers review case studies that help sponsors reevaluate their funding and de-risking strategies, and showcase other new approaches emerging in the de-risking space, including the use of derivatives overlays.

607 - Population Issues

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. Jim Qigui Chang
Mr. Justin N. Hornburg
Mr. Thomas S. Terry
Richard Jackson
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
There are dramatic demographic changes taking place in the United States. Beyond the increased mortality resulting from COVID-19, changes in birth rates, immigration rates and intra-US mobility rates, among other shifts, are changing the demographic make-up of the country, with current and future impacts on society in general, social insurance programs and employee benefit plans. Speakers provide brief remarks to set the stage, followed by a lively panel discussion.

Retirement - New Angles and Variations on a Theme

September 01, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Lawrence I Pollack
Mr. Lee D. Gold
Vicente Eduardo Velarde
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50

In this CCA retirement series webinar speakers will explore new angles on how to tackle the retirement problem – what retirement plan features do employees and retirees really want? As we enter a new decade and a new normal emerging out of the COVID-19 pandemic, and in the midst of major technological advancements and the transformation of the workplace, one thing remains constant – the retirement needs of the work force. If we have the opportunity to start from scratch and the ability to repeal ERISA and PPA, how would we design retirement policy for the nation? Are there areas where defined benefit plans are still the best option? Can defined contribution plans provide for adequate retirement income?

404 - Practical Applications and Implications of PBGC Rulemaking on Special Financial Assistance

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Bryan Matthew McCormick
Mr. Edward F. Groden
Ms. Mariah Becker
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
On Friday, July 9th, PBGC released interim final guidance to implement the special financial assistance program authorized in the American Rescue Plan Act. Plan practitioners discuss the practical applications of the guidance, and what the guidance means for deeply troubled plans, the solvency of the Pension Benefit Guarantee Corporation, and the broader multiemployer community.

401 - Lessons Learned from Plan Terminations

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Brian Thibeault
Mr. Michael S. Clark
Mr. Russell S. Proctor
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Consultants and other providers have learned numerous lessons from the increased activity around plan terminations. Speakers discuss what works and what doesn’t, along with what’s on the horizon as plan termination work continues to grow.

303 - Small Plan Overfunding (Client Communications)

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Mr. Lance Paul Roteman
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50

What methods exist to put an overfunded plan to good use for small plans? Speakers discuss the tools as well as introduce new approaches to handling current or potential overfunded situations.

409 - Predictive Analytics: Communicating Strategy and Value to Your Stakeholders

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Alden B. Stowe
Mr. David Schweppe
Mr. James Dolstad
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Gradient boosting, neural networks, Area Under the Curve and all those technical things will be covered in the session immediately following this one. This session is not going to be technical, but we will predict in advance, based on the panel’s resumes, it will be informative. Actuaries are tackling some very interesting business problems using predictive analytics and presenters will showcase a few use cases. Predictive analytics provides significant improvement in accuracy in many use cases, but there are also risks associated with using advanced analytics that the panel will address. One of the biggest challenges of predictive analytics is it has the reputation of being a “black box” as it lacks the transparency of more traditional actuarial tools. Reputations can be deceiving, and this panel will share some best practices in peer review and tailoring communications to different audiences of stakeholders so that everyone can leverage the value of the “black box.”

309 - Social Determinants of Health

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
COVID-19 has shined a bright light on Social Determinants of Health (SDOH), public health and how we are all intertwined. How can we think differently about how we design and support healthcare for all? In this session, speakers discuss how organizations are looking at SDOH and incorporating it into delivering healthcare to their covered populations.

104 - PBGC Discussion of Regulatory Guidance on the American Rescue Plan Act

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Ms. Mariah Becker
Representative
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The American Rescue Plan Act (ARPA) is arguably the most impactful piece of multiemployer legislation in recent history. ARPA set up a Special Financial Assistance program administered by the PBGC to provide substantial federal relief to deeply troubled multiemployer plans. While the intent of the legislation to provide substantial relief was clear, many details were left to the regulatory process and PBGC released interim final regulations for the Special Financial Assistance program on July 9, 2021. Representatives of the PBGC discuss the guidance in detail including the application process, the calculation of the amount of federal assistance, eligible plans, and operation and investment restrictions for plans that receive assistance.

308 - What are the Kids Learning in College and Actuarial Exams?

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Dr. Jelena Milovanovic
Dr. John Zicarelli
Dr. John Zicarelli
Dr. John Zicarelli
Gina Gilkey
Lydia Gabric
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Ian G. Duncan
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Actuarial exams seem to be continuously changing so what do students learn taking the health track? Speakers give an overview of the health track topics and then discuss what students are learning in universities to supplement the actuarial exams. Gain a better understanding of what your new hire is capable of doing and how basic actuarial education has changed.

407 - Building Resiliency

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Phillip A. Merdinger
Mr. Thomas S. Terry
Ms. Sherri Nadeau
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
A panel of consultants and clients discuss how to foster resiliency in a company’s corporate identity.

603 - Improving and Saving Social Security

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. Craig P. Rosenthal
Mr. James G. Berberian
Mr. Jonathan R. Barry
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Social Security has been the cornerstone of retirement income for millions of Americans since its introduction in 1935. Much has changed over the years, yet the last major reforms to the Social Security were in the early-1980s. The system is rapidly drawing down its financial reserves and will be unable to pay full benefits in the near future. Speakers at this session provide an overview of the current system, identify some areas for improvement, and offer insightful thoughts on how to address the projected deficits.

405 - 2020 in Review (Everything + the Kitchen Sink)

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Ms Koren L. Holden
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
With the onset of the COVID-19 pandemic in the first quarter, 2020 proved unique with regard to all aspects of public pension plans across the US, regardless of the size of membership or assets. Come join our panel presentation for an in-depth discussion of “the 2020 effect” on plan experience, funding and contributions, benefit provisions and actuarial assumptions (economic and demographic), as well as asset allocation and performance. During this discussion, our speakers consider the potential short-term and long-term impacts of “the 2020 effect” on public pension plans.

505 - Public Policy Advocacy in the Public Pension Arena

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Mr. Anthony Randazzo
Mr. Gregory Mennis
Mr. Keith Brainard
Ms. Leigh Snell
Paul Angelo
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The 2019 CCA Annual Meeting included a session where groups that advocate for positions and practices regarding public pension plans discussed their recent activities, including how their positions have evolved on the “DB-DC debate” for public plans. This year we are inviting representatives from two such groups, Pew and Equable, to sit down with groups representing public plans, NASRA and NCTR, to discuss these policy groups from an industry observers’ perspective, including their policy goals, funding sources, and recent activities. In effect, we will be both talking about and hearing from groups that advocate for positions and practices regarding public pension plans. Please join us for what promises to be a sparkling exchange.

International Actuarial Practice for Domestic U.S. Actuaries

September 15, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mr. David Scharf
Wilfredo J. Gaitan
Credits:
CPD 1.50

503 - OOPS, We Made an Error!

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Mr. David R. Godofsky
Representative
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Employee Plans Compliance Resolution System (EPCRS) provides a way for plan sponsors to voluntarily correct plan errors. Speakers provide an overview how the program works.

307 - Client Concerns RE: Marijuana Legalization

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Margaret Tiller Sherwood
Mr. Joshua Carden
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
While marijuana is a federally illegal substance, many states allow marijuana use for medical reasons, and some allow it recreational use. Marijuana use conflicts with zero-tolerance workplace policies and may negatively impact workplace performance and safety and workers’ health. How companies deal with these complicated issues can result in discrimination suits and negatively impact employee morale. A lawyer, a safety expert, and an actuary join forces to shed some light on this evolving topic.

501 - Mergers and Acquisitions

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Grace Barbieri
Mr. Craig P. Rosenthal
Ms. Anna Christine Walter
Ms. Kristine Ann Coogan
Credits:
EA Core 1.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The pace of merger and acquisition activity continues to accelerate, and integrating diverse workforces has never been more important. Bringing together the benefit programs from two legacy organizations raises a host of actuarial, accounting, compliance, and human resource issues. Presenters at this session share their experience and provide strategic insight on what drives a successful outcome.

507 - The Art of Conflict Resolution: Mindset, Then Skillset

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Ms. Kelly Lynn Karger
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Conflict is inevitable, and is a normal part of any healthy relationship. We can’t be expected to agree with everyone all the time. Conflict occurs in all of our relationships: family, friends, colleagues, direct reports, leaders, clients. But it’s not all gloom and doom, there are learnable skills that provide the foundation needed to navigate conflicts in all these relationships. Speakers at this session focus on improving your playbook for this extremely versatile "soft" skill.

402 - Accounting Challenges – What Could Possibly Go Wrong?

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Philip Bonanno
Mr. Stephen N. Eisenstein
Mr. Stephen S. Breeding
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Accounting for defined benefit pension plans presents its own challenges whether due to differences in accounting standards (IFRS, US GAAP), changes in audit procedures and standards, or client activities that occur during the year (mergers, acquisitions, curtailment, settlement, plan amendments, special termination benefits, etc.). At this session, the speakers discuss some of the questions and situations that arise requiring further consultation and provide an update on what to anticipate for the upcoming fiscal year-end disclosure season.

005 - Closing Session

October 27, 2021 10:00 AM - 11:30 AM Mountain Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The closing session features an address by the CCA President and President-Elect, and the passing of the gavel. The closing presentation immediately follows.

605 - Evolution of Public Plans

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. Todd N. Tauzer
Ms. Leigh Snell
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Join us for an exciting discussion of the evolution of public pension plans. Speakers discuss the evolution of funding policy and contribution practices, key actuarial assumptions, maturity metrics, coordination with GASB, application of ASOPs to public plans, plan design trends, and evolving reforms.

708 - Value-Based Care – Performance Measurement and Contracting

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Aaron Paul Jurgaitis
Mr. James Lucas
Mr. Kevin E. Dotson
Ms. Stephanie Calandro
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Would you like to glean insights into how “the other side” thinks? Join us to hear how providers, health systems, and payers are approaching value-based care agreements in light of what they learned from the pandemic. Speakers discuss:  “I’m supposed to measure what??” and “How do I get paid??” aka, immediate practical issues such as historical performance and future baseline measurements that rely upon data periods impacted by the pandemic; (Re)defining value and performance; and Is anything actually different? Forward-looking perspectives on contracting.

102 - Nonqualified Plans: Recent and Proposed Tax Proposals

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. Aaron J.L. Pedowitz
Mr. David Scharf
Mr. Pete J. Neuwirth
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists review the effect of recent tax proposals on nonqualified plans.

502 - ARPA and Single Employer Pension Plans

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Brian C. Donohue
Joseph C. Anzalone
Mr. Jeremy P. Olszewski
Mr. Lawrence E. Scherer
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The American Rescue Plan Act of 2021 was the most significant single-employer pension plan funding legislation since the Pension Protection Act of 2006. Panelists provide a brief overview of the single-employer pension plan provisions in ARPA, review any related regulatory guidance, and discuss various funding strategies and implications a plan sponsor may want to consider in response to the new legislation.

107 - COVID-19 and the New Workplace

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. Phillip A. Merdinger
Mr. Stuart H. Alden
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The pandemic and governments’ reactions to it have had a seismic impact on the workplace. Even for “knowledge workers” whose work wasn’t interrupted, travel (to the office or to client sites) was severely curtailed or eliminated, and the use of video conferencing soared. Our speakers share their views of how the workplace (both the consulting actuary’s and his/her client’s) will evolve, and whether any type of “return to normal” is possible. They’ll also discuss the variety of challenges the new workplace will pose, including managing projects and coordinating workflow, training (particularly for new hires and junior staff), achieving trust between team members, and ensuring effective communication of complex compensation and benefits concepts.

508 - ASOP 6 Practice Note

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Mr John J. Schubert
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. James J. Rizzo
Mr. Jim Whelpley
Mr. Jim Whelpley
Mr. Jim Whelpley
Mr. Piotr Krekora
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
The American Academy of Actuaries released the ASOP 6 Practice Note in March 2021. Have you read through all 44 pages? Have any questions? Several members of the work group have agreed to make a presentation with plenty of time to provide all the answers.

709 - Current Topics in Medicare Advantage and Part D

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. David M. Tuomala
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Speakers highlight current topics in Medicare Advantage and Part D using an interactive format with presentations and audience polling. Topics may include Medicare Advantage, Part D, and retiree medical plans.

703 - Small Plan Primer

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. Lance Paul Roteman
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
What methods exist to put an overfunded plan to good use for small plans? Speakers discuss the tools as well as introduce new approaches to handling current or potential overfunded situations.

103 - Annuity Purchase Revolution

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. Michael S. Clark
Mr. Russell S. Proctor
Ms. Alexandra Hyten
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
You tell me that it's evolution; Well, you know; We all want to change the world. A lot has evolved in the pension annuity purchase market over the last few years. Speaker address some of that evolution including the increasing market size, the use of independent fiduciaries, assets-in-kind transactions, the use of reinsurance, and other issues affecting the marketplace. We’ll also briefly touch on plan termination issues, but those will be more fully covered in “Lessons Learned from Plan Terminations” (Session 401).

205 - Public Pension Data Resources

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Josh Franzel, PhD
Mr. Keith Brainard
Mr. Leonard Gilroy
Mr. Richard W. Johnson
Mr. Todd David Kanaster
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
What data resources are available to actuaries and how can they help? Presenters showcase their publicly available data surveys and visualization tools, as well as ongoing updates, that can help actuaries gather and communicate nationwide pension information.

702 - ASOP 56

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. John Malcolm Merrill
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
ASOP 56 Modeling became effective October 1, 2020. Speaker discuss this important new ASOP and address how it applies to your daily work.

602 - Gray Areas of Professional Judgement

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. John Malcolm Merrill
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The Code of Professional Conduct and ASOPs provide a strong professional framework, but what happens when you fall into the gray area of professional judgement? What if your judgement is called into question? Come ready to discuss case studies related to the gray area of professional judgement. Not to be confused with the ethics sessions, this discussion will focus on professional judgement.

207 - Cyber Risk: Understanding Business and Industry Risks

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Brian M. Septon
Ms. Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Presenters explore the range of business cyber risks, their effect on the employee benefits industry, and the use of cyber risk insurance.

601 - Dialogue About the PBGC

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Katherine B. Kohn
Mr. Richard O. Goehring
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Learn about strategies to follow and pitfalls to avoid when dealing with a wide variety of PBGC issues related to defined benefit plans. Topics covered include reportable events, corporate transactions (bankruptcy, 4062(e), dividend recaps), audits, missed contributions and more.

506 - Professionalism in a Diverse World

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Mr. Douglas J. Carey
Mr. James L. Jones
Mr. José Luis Salas Lizaur
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Events around the world over the past several years have put a renewed focus on diversity, equity, and inclusion in all aspects of life around the world. At the same time, professional standards have practice have become increasingly important in cross border globalization of the corporate world and the actuarial profession. Speakers at this session focus on the navigation of these important business issues, discussing the manifestation of diversity efforts in different markets. How are global efforts to ensure diversity, in all its aspects, incorporated in professional and ethical standards of practice? How do corporations, regulatory bodies, and professional credentialing organizations work to ensure that standards of practice and ethical guidelines truly incorporate diversity?

305 - Funding Public Pension Plans When There Isn’t Enough Cash

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Mr. Michael E. Imber
Mr. Michael J. de Leon
Ms. Mary Elizabeth Redding
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers evaluate alternatives to traditional cash contributions to fund public pension plans. They explore the public finance perspective of transferring in-kind assets, privatizing assets with public private partnerships, dedicating revenue streams and other ways of potentially capitalizing underutilized public assets to fund pensions. They also discuss Public Obligation Bonds (POBs) and how actuaries can help their clients evaluate the impact these proceeds can have on the long-term funding plan.

101 - Late Breaking Developments

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. Jeremy P. Olszewski
Mr. Stephen N. Eisenstein
Ms. Margaret S. Berger
Representative
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers discuss the latest developments in the private pension sector. Recent rulings and regulations - proposed and final - are covered, in addition to pending retirement plan legislation and recent litigation activity.

706 - Challenges in a Low and Negative Interest Rate Environment

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. James L. Jones
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Speakers address the issues that affect retirement plans when interest rates are close to or below zero.

606 - Creative Ideas on Pension De-risking

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. Mitsuyasu Nishiwaki
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
You may know the basics of de-risking a pension plan, but what are the “out of the box” options available to retirement plans outside of the United States? Panelists discuss these options and the benefits of utilizing them.

Risk Adjustment: Comprehensive, Controversial or Both?

October 06, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Jason Petroske
Julia Friedman
Mr. Timothy James Ryan
Credits:
CPD 1.50
In this CCA healthcare series webinar, speakers will focus on the Medicare Risk Adjustment program that has been in place for a number of years while the relatively more recent ACA Risk Adjustment program for the individual healthcare exchanges adjusts for health risks between plans in a different manner. The presenters review each programs’ underlying methodology and how the healthcare industry views each program’s successes and pitfalls. We also discuss how recent legislation may impact one or both programs.

301 - Fiduciary Responsibility: I am a Fiduciary Now What?

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Mr. David C. Kaleda
Mr. Dominic DeMatties
Mr. Scott A. Hittner
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Fiduciaries play a vital role in administering retirement plans, and the stakes are high, as a breach of duties can lead to personal liability. The speakers cover who is considered a plan fiduciary, the roles and responsibilities of a fiduciary, and best practices for protecting oneself in the event of a lawsuit or government audit.

003 - Interactive Ethics

October 26, 2021 12:00 PM - 1:40 PM Mountain Standard Time
Speakers:
Frederica Spadacenta Daniels
Mr. Lawrence E. Scherer
Mr. Philip Bonanno
Sherry S. Chan
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 2.00
EA Formal 2.00
Come ready to share your opinion (via polling) as panelists discuss cases with ethical issues and implications.

108 - Pharmacy Forecasting – Not Just for Pharmacy Actuaries Anymore

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Ian M. Smith
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The pharmaceutical landscape has been changing rapidly in the last decade. More and more of the spend on pharmaceutical drugs is being shifted to the medical benefit. Oncology, gene therapy, and many of the immunomodulators are now administered in a doctor’s office. New methods of forecasting and benefit management need to be considered when looking to the future. Where will these techniques come from? In this session the presenters discuss the history of pharmacy benefit forecasting and management and the emerging techniques that require a unique combination of methodologies from other actuarial disciplines.

406 - Pension Developments in France, UK, Netherlands, and Mexico

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Brian Spence
Mr. José Luis Salas Lizaur
Mr. Miguel Santos
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Speakers outline recent pension legislation developments that favor defined contribution pension models in European and Latin American countries known for a strong defined benefit pension culture. Factors driving governments to pass these laws as well as practical aspects of implementation will be discussed. Presenters provide insights on potential actions by employers to minimize adverse impact areas and to prepare for the transformative effort required to make a success of the prescribed changes.

208 - Pricing and Trend Implications of COVID-19

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Trevis G. Parson
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The pandemic and our response to it have sent shockwaves through the country. Economies, systems, governments, employers, and families have all felt the impact. Our health care system was not spared given its critical connection to those entities. The system reacted to massive demand reduction for many services and massive demand increase for others and the impact continues to evolve. Some of the consequences are reflected in claims experience health actuaries study every day. Our panelists offer several illustrations of the pandemic impact on things like total costs and service specific utilization patterns. Additionally, they provide opinions on the persistence of the experience changes the data has revealed.

408 - Let’s Talk Retiree Medical!

October 26, 2021 7:00 AM - 8:40 AM Mountain Standard Time
Speakers:
Mr. Adam J. Reese
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Steven D. Draper
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Workshop discussion on any retiree medical valuation issue the group wants to talk about, except per capita costs by age. What does that leave? How about initial per capita costs, trend rates given a recovery from the pandemic, mortality and retirement incidence assumptions, and last year of death valuation methods (including what is being done in Medicare projections).

304 - Dueling Multiemployer Actuaries - New Topics!

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Jay K. Egelberg
Troy Jaros
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
(Polling Included) Watch actuaries debate late-breaking issues affecting multiemployer actuaries. After each topic is addressed, the audience votes for the winner of each subject.

106 - Financial Vaccination for the Next Pandemic Available Through Your Captive

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Mr. Douglas J. Carey
Ms. Vaibhavi V. Patel
Wilfredo J. Gaitan
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00

The Covid-19 pandemic tested the robustness of corporate risk management strategies and insurance programs of virtually every company regardless of size or business sector. Many companies suddenly found themselves unprotected with unanticipated exposures or otherwise were left “holding the bag” of financial losses arising from the pandemic that had been inadequately insured.

Speakers discuss innovative uses of corporate captives to close gaps in insurance products in the market regarding risks associated with pandemics as well as trends and emerging practices in captive utilization as a central tool for enterprise risk management. Speakers focus on proactive initiatives companies need to take before the next pandemic strikes.

302 - EA Survivor (Function)

October 25, 2021 2:45 PM - 4:00 PM Mountain Standard Time
Speakers:
Ann Vogler
Mr. Michael S. Clark
Mr. Scott Basco
Mr. Stephen N. Eisenstein
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Outwit. Outplay. Outlast. Come prepared to take on other EAs in this exciting game of EA trivia. You’ll need your HP-12C, a computer/tablet/phone with an internet connection, and lots of stamina to make it through this grueling 75-minute session of past EA exam questions. At stake is eternal EA glory to brag about for years to come (some of our past winners are still bragging).

Professionalism in a Virtual World

August 04, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Margaret Tiller Sherwood
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
In this CCA cross discipline webinar, panelists take a look at new and old ASOPs,  in particular, how do actuaries follow the ASOPs, particularly in this age of less formal and more frequent client interactions? How do you convey risk via text?

004 - Professionalism for Healthcare Actuaries

October 26, 2021 12:00 PM - 1:40 PM Mountain Standard Time
Speakers:
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Dale H. Yamamoto
Mr. Dean W. Kepraios
Mr. Ian G. Duncan
Ms Tanya E. Sun
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
(Polling Included) Panelists discuss recent professionalism-based issues in the actuarial profession. The Code of Professional Conduct and Actuarial Standards of Practice (i.e. ASOPs) are addressed, along with case studies to provide an interactive experience between the panelists and the audience.

701 - DC Plans/Lifetime Income/Financial Wellness

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. Daniel Philip Cassidy
Mr. Felix A. Okwaning
Mr. Stephen Eadie
Ms. Riddhi Patel
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Providing lifetime retirement income in defined contribution plans remains a challenging topic. Learn about the latest in decumulation strategies, longevity annuities, and spend down strategies.

604 - What's Happening in the Annuity Market? (Big Changes)

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Mr. R. Evan Inglis
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50

The group annuity market is becoming more competitive as insurers adopt new corporate structures that facilitate higher-yielding investing approaches. Plan sponsors can benefit from more aggressive pricing, but at the same time there may be new concerns about potential emerging risks. Practitioners who advise clients on risk transfer strategies will want to understand the new landscape. Investment experts will be interested in understanding the new investment strategies and the securities that underlie them.

109 - Innovative Healthcare Solutions

October 25, 2021 9:45 AM - 11:00 AM Mountain Standard Time
Speakers:
Dr. Jeff Dobro, MD, FACR
Mr. Edward M. Pudlowski
Mr. Mark Stadler
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Inefficiencies, high-cost, and gaps in care in the US healthcare system have created opportunities for innovative solutions to offer value to health plans and plan sponsors. This engaging session features leading experts who have spent years developing solutions for health plans as consultants and as strategic leaders within various innovative solution providers. The panel addresses where the biggest opportunities lie to reduce cost and improve care, as well as the various types of programs that have been proven to drive results.

The Auditor Called – “What Did I Do Wrong Now?”

November 17, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mr John J. Schubert
Mr. Dale H. Yamamoto
Credits:
CPD 1.50
In this CCA cross discipline series webinar, speaker Dale Yamamoto, Red Quill Consulting, will walk you through what auditors are looking for. You started working on a retiree group benefit (OPEB) valuation for this year. Don’t you wish you knew what auditors would be looking for this time around? Are they comparing any assumptions with the pension valuation for the same client? What the heck is that Getzen model anyway? Should you be worried about whether or not you’re qualified to do the work? Come hear the latest from actuaries who may be auditing your work next year.

The Auditors' Perspective

November 10, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mr. Jake Libauskas
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
In this CCA retirement series webinar, panelists discuss what auditors look for in actuarial reports and the information they request. What are the key items from their perspective and how best can actuaries respond? What are the current “hot topics” in pension auditing?

Liability Driven Investment and De-Risking in a Post-Pandemic World

December 08, 2021 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mr. Troy L. Ware
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
In this CCA retirement series webinar, speakers review the value of liability driven investment. How are current conversations being impacted by low interest rates? How do you measure the value of liability driven investment once implemented?

608 - The Past, Present and Future of Virtual Health

October 27, 2021 7:00 AM - 8:15 AM Mountain Standard Time
Speakers:
Cheryl A. Ham
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
COVID-19 has disrupted almost every aspect of our daily lives. Some outcomes of the pandemic are a significant increase in virtual health utilization and an increase in mental health issues. Are virtual doctor visits finally more accepted and here to stay? Will virtual health provide better access to mental health providers? Speakers at this session answer these questions as they discuss virtual health utilization and outcomes generally and more specific to mental health pre-, during and post-pandemic.

202 - Dialogue with the PBGC

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Richard O. Goehring
Representative
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
PBGC representatives discuss current topics and issues relevant to single and multiemployer retirement plans.

504 - What About Low Interest Rates? Are They Here to Stay? Who's Affected?

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Jerry Mingione
Mr. Don Boyd
Mr. R. Evan Inglis
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Interest rates have been at "historic low levels" for most of the last decade. Obviously, a strong reliance on expansionary monetary policy has played a big part in this trend. Market analysts also point to enabling factors such as low growth, aging demographics and a shift towards technology and services. Will the outlook for interest rates change going forward? What is the impact on employer retirement programs, DB and DC, corporate and public? Speakers at this session provide insights from capital market experts focused on these issues, and summarize learnings from a recent SOA study.

509 - Predictive Analytics: Demonstration of Techniques and Examples

October 26, 2021 9:10 AM - 10:50 AM Mountain Standard Time
Speakers:
Mr. David M. Tuomala
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
This session is a more technical follow up to session 409 (“Predictive Analytics: Communicating Strategy and Value to Your Stakeholders”) and focuses on the details around how specific predictive analytic solutions can be implemented in practice. Panelists present more in-depth examples demonstrating techniques used to perform the analysis and modeling for applications similar to those described in the preceding session, attendance at which is helpful but not required. This is intended for those who want to learn more about how these solutions can be implemented in practice, what software tools are commonly used, and what types of coding skills may be required. Some coding and related software applications may be discussed. It is expected to be highly technical and focused on the “how to” aspects of implementing these solutions.

206 - DC Governance: How are Companies Managing Their DC Plans Around the World?

October 25, 2021 1:00 PM - 2:15 PM Mountain Standard Time
Speakers:
Mr. Mitsuyasu Nishiwaki
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
DC plans have become the primary approach by companies to providing retirement benefits to their employees. The panel of international consultants address the current and emerging approaches multinational companies are using to manage their DC plans around the world.

002 - Business Session with Keynote Speaker

October 25, 2021 6:45 AM - 9:15 AM Mountain Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The CCA’s Business Session begins with the welcoming of attendees, announcement of new directors, Treasurer’s Report and presentation of the CCA’s annual awards. The keynote presentation immediately follows.

707 - Client Panels on Consultant Issues

October 27, 2021 8:30 AM - 9:45 AM Mountain Standard Time
Speakers:
Mr. Phillip A. Merdinger
Ms. Sherri Nadeau
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In this interactive discussion, a client panel describes the challenges they face and how their consulting actuary can be a trusted advisor to help solve their issues and help proactively address emerging concerns.