03 - Paper Trails & Professionalism: Why Documentation Matters for Consulting Actuaries

Consulting actuaries juggle complex projects, client expectations, and the demands of ever-evolving standards—often under tight deadlines and high scrutiny. In this webinar, the presenters will explore why robust documentation is not just a compliance requirement but a hallmark of actuarial professionalism across all practice areas. Attendees will gain practical insights into: • The actuarial standards that reference documentation requirements • How clear, consistent documentation protects both the actuary and the client • Real-world examples of how documentation has led to professional challenges and successes • Exercising professional judgement in creating documentation • Techniques and tools to facilitate documentation

Speakers:

Ellen L. Kleinstuber

Infinity Actuarial Consulting LLC

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: EA Formal Credit: