This session will explore practical, real-world use cases where AI can improve efficiency and consistency. Case studies will include enhancing communications, supporting data analysis, and assisting with research efforts.

This two-part interactive workshop highlights how executive presence—the intersection of confidence, credibility, and communication—enhances leadership effectiveness and strategic influence. Participants will gain actionable tools to reframe self-limiting beliefs, project composure under pressure, and navigate high-stakes conversations with authority and empathy. By blending foundational psychology with strategic framing and storytelling techniques, this program helps professionals move beyond technical expertise to position themselves as trusted advisors and influential leaders. Building on a framework of self-awareness and growth-oriented mindsets, participants will learn to adapt their communication style for diverse audiences and decision-makers. Developing executive presence allows leaders to navigate today’s complex professional environments by managing organizational visibility, inspiring trust among senior stakeholders, and turning technical insight into persuasive, action-oriented leadership.

The US economic outlook is made uncertain by negative factors such as aging demographics, exploding public debt, and waning globalization. But there is a chance that AI will be the wildcard factor that allows us to prosper in spite of all this. Speakers discuss the impact of AI on work-related tasks and roles, and review emerging research that attempts to project AI’s impact on economic growth, employment, and capital markets.

Interactive session where participants will work through a number of real-world scenarios.

Many statewide governmental plans are comprised of hundreds or in some cases thousands of individual employers. Cost sharing plans typically calculate a single contribution rate for all employers while agent multiple plans will calculate a different contribution rate for each employer based on that employer’s experience. Both approaches can create distinct challenges for both individual employers and the system as a whole. This session will compare and contrast the two approaches with regard to spotting assumptions, funding policies, and compliance with Actuarial Standards of Practice.

This session builds upon last year’s ICHRA introduction by focusing on the numbers consulting actuaries are asked to produce. After a brief refresher on ICHRA fundamentals, we’ll walk through the core financial considerations employers and their advisors need to evaluate – cost trajectory and budget control, risk transfer and volatility, affordability guardrails, administrative compliance costs, and employee impact tradeoffs. Attendees will leave with a practical framework to help HR and Finance respond to C Suite questions like, “Why aren’t we doing ICHRA?”

Ancillary benefits, such as life insurance, disability and leaves of absence, dental, (mission?) and voluntary benefits are an important part of an employee’s healthcare benefits offering. This session will cover the ancillary benefits landscape and focus on recent changes and innovations in this space.

Description forthcoming.

This session will discuss key planning considerations across both the accumulation and documentation phases, including sequence of withdrawals across account types, RMDs, coordination with Social Security and Medicare, tax planning, and the role of inheritance planning and charitable giving in retirement and pre-retirement.

Pension administration comes with many hazards, including complex calculations, administration, HRIS systems, and data quality. This session will provide some tools and approaches to deal with these hazards to improve valuation quality data and reduce administrative errors.

Plan Year 2027 (PY27) Maximum Fair Price (MFP) negotiations under the Inflation Reduction Act unfolded against the backdrop of Trump-era Most Favored Nation (MFN) executive orders and a volatile Part D market. Final MFPs are set, and CMS has published the methodology behind them. This webinar decodes what those prices reveal about the current administration’s drug-pricing trajectory, manufacturer margin outlook and pipeline risk, and the stability of Part D premiums and formularies. We’ll connect therapeutic-class patterns and comparator choices to likely plan behavior—tiering, utilization management (UM), and benefit-channel steering—and near-term contracting dynamics. Walk away from this CCA healthcare series webinar with a concise playbook for how PY27 MFPs will shape 2026–2028 strategy for payers and manufacturers.

The 2026 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our capstone presentation.

The Society of Actuaries (SOA) Research Institute continues to invest heavily in forward looking research that informs actuarial practice across health, retirement, and financial security—while also preparing the profession for rapid technological change. Presenters highlight select, recent SOA research initiatives, offering insight into how research topics are identified, funded, and translated into practical value for actuaries and their stakeholders.

A central focus of the discussion is expected to be the growing role of artificial intelligence in the actuarial profession. Come to learn how the SOA is addressing AI through research, governance frameworks, and partnerships, and what these efforts mean for actuarial work in healthcare and beyond. Panelists also provide perspective on how actuaries can engage with SOA research—both as consumers and contributors—as the profession evolves.

During this session, participants will discuss their learnings from the webinar Leading from Within: Emotional Intelligence for the Consulting Actuary.

In a world where data drives decisions, actuaries are uniquely positioned to lead with insight, integrity, and impact. But technical expertise alone isn't enough. This session explores what it truly means to lead as an actuary—beyond the numbers. We'll dive into the mindset shifts needed to transition from technical expert to strategic leader, and the key leadership skillsets that empower actuaries to influence, inspire, and drive change.

Small DB plan terminations present unique challenges that require careful navigation of regulatory, financial, and operational considerations. This session explores common termination triggers, funding strategies, and practical steps for managing the process efficiently and correctly.

This CCA Cross Discipline webinar highlights how emotional intelligence (“EQ”) - understanding and managing emotions in ourselves and others - enhances effectiveness, resilience, and leadership impact through self awareness, self management, social awareness, and social skills. Participants gain practical, role specific tools to regulate stress, strengthen judgment, and build trust based relationships, blending core theory with real world consulting applications. Developing EQ allows consulting actuaries to navigate today’s fast paced, data driven environment, by managing complex relationships, high pressure situations, and the challenge of turning insight into action.

Adhering to Actuarial Standards of Practice, applying sound judgement and analytical rigor, prioritizing ethical decision-making and communicating complex results clearly and responsibly for healthcare actuaries is what you can expect to learn in this session through interactive case studies written by the panelists. There will be prizes!

Healthcare policies continue to be a hot topic on Capitol Hill. Panelists dive deeper into what policies have already been implemented, what may be in the pipeline for healthcare legislation and regulation, and how midterms could shape what comes next.

Retirement plans have been the topic of thousands of pages of law, tax code, regulation, and informal guidance. But somehow there are still things we don’t know – both new and old topics. Panelists discuss some of the items we wish we knew or had guidance on, as well as approaches to take when you find yourself in one of these situations.

During this session, participants will hold a discussion about their learnings, next steps, and how to implement what they learned.

The CCA Women in Consulting Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Come share your thoughts as public pension/OPEB actuaries discuss challenges, concerns, and/or perceived solutions to hot topics affecting public plans across the US. Be prepared to participate in polling as well as group discussion.

Description forthcoming.

This CCA healthcare series webinar explores how artificial intelligence is reshaping the work of health actuaries. From predictive modeling and automation to data-driven decision support, AI is influencing everything from pricing to care management. Presenters will share practical examples, implementation strategies, and ethical considerations relevant to actuaries. Whether you are exploring AI for the first time or deepening your expertise, this webinar offers actionable insights to elevate your impact.

Since the 2012 era of GM and Verizon, the Pension Risk Transfer (PRT) market has evolved from the landmark megadeals into a diverse ecosystem where “one size” no longer fits all. This session features a unique panel of representatives from small, medium, and large insurers to discuss the perspectives of the PRT market.

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.

As birthrates have fallen, migration has become an increasingly important determinant of U.S. population growth and age structure. As a consequence, it has also become an increasingly important determinant of economic performance, fiscal capacity, and the sustainability of government spending commitments. Yet the migration assumptions that actuaries and demographers use in making population projections remain largely ad hoc. The prevailing belief seems to be that migration flows, because they are subject to the vagaries of unexpected crises and policy shifts, are simply too volatile and unpredictable to model. This session seeks to challenge that belief. While it is true that in the near-term migration flows are indeed volatile and unpredictable, in the long term they are closely correlated with broader demographic, economic, and social trends that can be modeled with reasonable confidence. Speakers at this session discuss the push and pull factors that drive migration internationally, and explain how a modeling those same factors can improve long-term domestic population projections.

In this CCA healthcare series webinar, presenters 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.

Come join our session to hear the latest updates on the prickly pair of legislation and litigation affecting public plans, from both statewide and federal perspectives.

One of the most daunting challenges facing our population is how to plan for and afford long term care. This session will review the current environment/options and possible future solutions.

The Retirement Security Innovation Initiative (RSII) Council is a group of professionals seeking to offer a new alternative approach to retirement in the U.S. By taking the best parts of traditional DB and DC plans, along with learnings from other countries, the RSII Council has developed a new alternative that addresses the shortcoming of traditional approaches. This CCA retirement series webinar will offer an overview of the new approach, along with an update on their progress with lawmakers and key stakeholder groups.

Speakers provide an update on capital markets, including historically high equity valuations. Speakers identify some scenarios for how things could play out going forward, with a focus on the downside risks.

This two-part interactive workshop highlights how executive presence—the intersection of confidence, credibility, and communication—enhances leadership effectiveness and strategic influence. Participants will gain actionable tools to reframe self-limiting beliefs, project composure under pressure, and navigate high-stakes conversations with authority and empathy. By blending foundational psychology with strategic framing and storytelling techniques, this program helps professionals move beyond technical expertise to position themselves as trusted advisors and influential leaders. Building on a framework of self-awareness and growth-oriented mindsets, participants will learn to adapt their communication style for diverse audiences and decision-makers. Developing executive presence allows leaders to navigate today’s complex professional environments by managing organizational visibility, inspiring trust among senior stakeholders, and turning technical insight into persuasive, action-oriented leadership.

Stochastic modeling can be a pivotal tool for understanding and managing risk, but it also creates challenges. It can be difficult for consulting actuaries to guide trustees through the process of reviewing the results and turning them into action. Panelists will discuss different approaches and best practices for presenting stochastic modeling results to trustees, and helping them develop strategies based on the results.

The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

This session provides an update on the Corporate Pension Revitalization (CPR) Council’s development of a retirement plan featuring fixed costs and lifetime benefits. Attendees will learn about key stakeholder feedback from employers, actuaries, recordkeepers, and investment firms that has shaped the plan.

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.

Elevated costs and legislative changes have put pressure on employers offering Pre-Medicare and Medicare Eligible coverage. Join us as we discuss some of the drivers of cost, how the market dynamics are changing, and what employers are doing to manage their retiree medical offerings.

The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

A refresher on the IRS rules regarding suspension of benefits. The panel will also discuss ways that plans encourage later retirements or allow retirees to return to work to address labor shortages.

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, 23, 27, 41, 44 and 51. How do these ASOPs continue to help retirement actuaries in 2026?

AI is already being used across hospitals and provider organizations to improve operations, clinical support, patient flow, documentation, and cost management. Many discussions, however, focus on the technology itself rather than how these tools are being applied in everyday care delivery. This session provides practical examples of how health systems are using AI today and translates those use cases into implementations for cost, utilization, risk, and operations. Attendees will leave with a clearer understanding of what is happening inside health systems and how to apply this knowledge in client conversations and advisory work.

Description forthcoming.

With the SFA application process winding down, attention now turns to post-SFA compliance and strategies. Speakers will review the rules that apply to plans that receive SFA and discuss investment and other strategies. The panel will also reflect on the program and offer views on the successes and failures.

Members of the Corporate Pension Revitalization Initiative provide an update on their activities.

As Social Security approaches its 91st anniversary, the program faces critical questions about long-term solvency and potential policy reforms. This CCA retirement series webinar provides an update on the financial status of Social Security. Speakers will review the latest projections for the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, explain key assumptions driving long-term solvency, and discuss potential policy reforms.

When familiar landmarks fade, how do you stay oriented? Panelists explore the ethical challenges facing retirement actuaries. Through engaging case studies and interactive discussion, we’ll examine situations where the right path isn’t always clear. Join us to test your instincts, sharpen your ethical compass, and strengthen the principles that guide your professional decisions.

The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

There have been important governance changes in Canada in the fall of 2024 with regard to the management of defined benefit and defined contribution retirement plans. The changes provide revised guidance to employers and require careful attention to how plan managers carry out their oversight responsibilities. This session will include a practicing pension consultant who consults with defined contribution clients on this important subject. Then we will hear from a client in Canada who has successfully implemented the changes and the challenges faced and ways they were overcome. Expect to hear very practical advice not only for Canadian plans but also general governance ideas that have global applicability.