106 - Total Well-Being - How Forward Looking Employers are Responding

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Mr. Scott Ramsay
Nathan Thomas Counts
Paul M. Sepe
Riddhi Patel
Robert G. Holdom
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Employees’ physical, mental, social, and financial health impacts their productivity and engagement – making it a business imperative. Employers are focusing on the diverse needs of its multigenerational workforce in developing their well-being approach. In addition, questions about the ROI of these program require strong strategy and governance to maximize the impact of these programs. Join us for this interactive session.

507 - How Pension Plan Designs Affect Your Workforce

October 17, 2023 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Kevin Scott Spanier
Matthew Patrick Staback
Mr. Dan Doonan
Mr. Daniel James Siblik
Mr. Edward Oliphant
Todd David Kanaster
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Retirement benefit plan designs can influence the workforce behavior, attracting young new hires and encouraging others to retire or terminate. For example, DROPs (Deferred Retirement Option Plans) may be used to retain older employees. Early Retirement Windows (including potential coordination with Retiree Health enhancements) may incentivize older members to retire. Enhanced Defined Benefit plan provisions and/or Defined Contribution supplemental plans might attract younger people. Additionally, employers covering all or part of member contributions can be utilized as well.

206 - Bias: Good, Bad, or a Fact of Life?

October 16, 2023 2:00 PM - 3:15 PM Central Standard Time
Speakers:
David Scharf
Ellen L. Kleinstuber
Kristi C. Garrington
Rebecca O'Loughlin Trauger
Shelley Yunjie Zhao
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Biases. We all have them and we all deal with them in our work. Whether cognitive, social, or statistical in nature, bias creeps into actuarial work. Is bias bad, or can it be a good thing? Is it neither, and simply something for actuaries to identify, understand, and manage? How do we accomplish that? Join this interactive session as our panelists and audience discuss and debate different types of biases actuaries encounter in our work.

209 - Yo-Yo'ing Return Expectations

October 16, 2023 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Jerry Mingione
Mr. Travis Simon
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Capital market dynamics change over time, and connect directly to return expectations. Panelists review the impact of rising and falling interest rates and stock pricing multiples on capital market models and expectations for portfolio returns.

207 - Service Purchases in Public Retirement Systems

October 16, 2023 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Elizabeth A. Wiley
Jolene Roe
Mr Robert (Andy) Blough
Ms Koren L. Holden
Paul Angelo
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers explore technical aspects and implications of service purchase programs in public employee retirement systems.

406 - Productivity, Project Management, and Talent Development in the Hybrid Workplace

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Ellen L. Kleinstuber
Kelly Beth Boschke
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
The migration to a hybrid work environment provides flexibility and opportunity for employers and employees. It also necessitates rethinking many of the aspects of how we manage work and develop talent. Speakers explore how consulting firms are using these issues as a springboard for innovating how we run the modern actuarial workplace.

709 - Developing a Total Rewards Strategy in LATAM "Viva la revolucion debeneficies"

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
James L. Jones
Mr. Matthies Verstegen
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
As the workforce in Latin America continues to evolve, so have the benefits in this region. However, with this growth comes additional challenges. In this session, we discuss the changes on how the Total Rewards Strategy impacts this area specifically in countries like Mexico, Brazil, and Columbia.

601 - Small Plan Terminations - PBGC and Non-PBGC Plans

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Justin F. Greindl
Lance Paul Roteman
Meredith J. Sesser
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers cover small plan terminations for PBGC and non-PBGC plans. We will review the general steps to consider when terminating a pension plan. Some issues to be covered are participant notification, distribution of plan assets, communication with service providers, compliance with PBGC regulations and participant education.

607 - Revised ASOP No. 4 Requirements (in Addition to LDROM)

October 18, 2023 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Christine M O'Neal
Elizabeth A Wiley
Mr Steve M Flint
Mr. Lance J. Weiss
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In December 2021, the Actuarial Standards Board (ASB) adopted a revision to Actuarial Standard of Practice (ASOP) No. 4, Measuring Pension Obligations and Determining Pension Plan Costs or Contributions. The revised ASOP No. 4 is effective for any actuarial report that is issued on or after February 15, 2023 and the measurement date in the actuarial report is on after February 15, 2023. The revision to ASOP No. 4 that has received the most attention in the public plan actuarial community is the required calculation and disclosure of a liability referred to by the ASOP as the “Low-Default-Risk Obligation Measure” (LDROM). However, there are other very significant revisions included in the revision to ASOP No. 4 that are worthy of discussion and scrutiny, including the calculation and disclosure of a reasonable actuarially determined contribution “reasonable ADC” and additional guidance regarding amortization methods, funding policy and contribution allocation procedures. Please join us as the speakers discuss all of the revised requirements of ASOP No. 4 – not just the elephant in the room (LDROM requirement).

609 - Social Security: What Went Wrong?

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Jerry Mingione
Mr. Ron Gebhardtsbauer
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Social Security reform legislation of 1983 purported to address that system’s funding, and stabilize the program into the 2060s -- beyond the lifetime of baby boomers. But the Social Security trust fund is now projected to be depleted in 2034. What went wrong? What did the 1983 system’s architects project that turned out to be over-optimistic? (Hint: it wasn’t demographics.) This session will compare the demographic and economic realities of today to what those 1983 folks projected. Are there any lessons to be learned that we can apply to current model-building approaches?

03 - Navigating the Future of Pharmacy Benefit Costs: Trends, GLP-1, and Gene Therapy

April 09, 2024 1:30 PM - 2:45 PM Central Standard Time
Speakers:
Donna C. Novak
Kali Schweitzer PharmD
Mr. Ron Ogborne
Ms. Sarah Suzanne Hellems
Credits:
CPD 1.50
This session will feature an in-depth analysis of pharmacy cost pressures with a focus on the impact of GLP-1 and Gene Therapy.

404 - Value Based Care: What is the Value?

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
James Dolstad
Jennifer Leazzo
Kevin E. Dotson
Mr. Jeremiah D. Reuter
Sara Corrough Teppema
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Value-based care enrollment continues to grow, but does it really produce value? Panelists provide insights on how value is created and varies by line of business. In addition, the value to members, payers, and providers will be delineated.

The Power of Prominent Women in Consulting - A Women in Consulting Community Event

October 29, 2024 3:15 PM - 4:15 PM Central Standard Time
Speakers:
Credits:
Join us for this interactive discussion of female leaders and their influence. During this session, presenters discuss the background, success measures, and qualities of female leaders. The audience then has an opportunity to discuss and provide examples of their own.

Professionalism for Healthcare Actuaries 2024

August 21, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
David M. Tuomala
Tony Pistilli
Credits:
CPD 1.50
In this CCA health series webinar, presenters discuss professionalism topics of interest to healthcare actuaries in an interactive environment including audience polling. Topics may include Actuarial Standards of Practice applicable to healthcare practice, case studies addressing areas of health practice that may pose challenges related to the application of professional standards, or health related topics that have been addressed by the Actuarial Board for Counseling and Discipline.

208 - PBGC Update for Single and Multiemployer Plans

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Mariah Becker
Representative
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
PBGC provides an update on recent regulations and the Corporation’s regulatory agenda impacting multiemployer and single-employer plans.

Healthcare Community Forum

October 29, 2024 2:00 PM - 3:00 PM Central Standard Time
Speakers:
Credits:
The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor Healthcare Community membership is required to attend.

407 - ADEC vs Fixed Rate Plans - Other ASOP 4 Issues

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Elizabeth A. Wiley
Ms Koren L. Holden
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Come participate in a discussion where we will compare and contrast ADEC and fixed rate plans, as well as discuss possible impact of contribution lags, output smoothing, level-dollar payments, on UAAL and other ASOP 4 issues.

403 - Executive Compensation and Benefits from an Actuary’s Perspective

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Aaron J.L. Pedowitz
Charles Alexander Laun
David Scharf
Joseph S. Adams
Mellissa Lim
Credits:
EA Core 0.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 1.00
If your only exposure to non-qualified plan is an excess plan SERP, you’re missing out. Speakers provide basic education on a host of non-qualified and executive compensation plans and arrangements. Note: EA credit for this session will be reviewed and may be revised depending on content.

Executive Compensation and Benefits Community Forum

October 29, 2024 2:00 PM - 3:00 PM Central Standard Time
Speakers:
Credits:
The CCA Executive Compensation and Benefits Community meets to discuss current issues, outlooks, and news. Neither CCA nor Executive Compensation and Benefits Community membership is required to attend.

702 - Preparing for Retirement Plan Accounting Disclosures

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Andrew Christian Etheridge
Kelly A. Fischer
Ms Casey Shork
Ms. Emily G. Stuber
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
At this session, presenters discuss lessons learned from prior disclosure () and help you prepare for upcoming disclosures.

205 - Large Claimant Trends and Risk Mitigation

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Jennifer Leming
Leslie Julia Lucas
Mr. Douglas Punt
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Discussion on what conditions and treatments are prevalent in employer health plans. Explore what employers are considering in stoploss solutions to help mitigate claims projection volatility.

302 - ERISA Trivia

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Grace Barbieri
Jessica DiGregorio-Vanderhoef
Spencer Kunze
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
ERISA turns 50! Whether you are a new Enrolled Actuary or have a few years under your belt, spend 75 minutes testing your actuarial knowledge.

503 - The Many Flavors of Accounting Standards

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Grace Barbieri
Ms Casey Shork
Philip Bonanno
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Why are there so many accounting standards? IFRS vs. GAAP vs. CAS vs. statutory accounting, what are the differences? This session is an introduction to the many different ways pension plans are accounted for, and includes a compare and contrast between the measures.

Multiemployer Plans Community Forum

October 29, 2024 2:00 PM - 3:00 PM Central Standard Time
Speakers:
Credits:
The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor Multiemployer Plans Community membership is required to attend.

005 - 5 Strategies to Songwriting aka Building Valuable Relationships

October 18, 2023 11:00 AM - 12:30 PM Central Standard Time
Speakers:
David Scharf
Derek N. Guyton
Mr. Jimmy Yeary
Paul M. Sepe
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The 2023 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session where songwriter Jimmy Yeary leads the audience through his 5 strategies. I FEEL, YOU FEEL: Learn the art of valuable connectivity through authentically feeling what you are speaking, to create instant attraction. This is one of the most valuable leadership tools you can possess. BE AUTHENTICALLY VALUABLE: Lead effectively by meeting that intrinsic need we all have to not feel alone and make relatability one of your greatest assets for initiating powerful relationships within the workforce. SELL TO YOURSELF FIRST: Whether you are selling a product or selling yourself, this technique will enable you to see and feel the sale from the buyer’s perspective. When this is done, you can guarantee a sales pitch drenched in authenticity. and authenticity creates connectivity. YOU PAINT YOUR BACK DOOR, I’LL SEE MINE: Jimmy will show you how the most trivial details of any life can be precisely the pictures needed to create a desired connection. Through hilarious personal stories, you will see how he uses his life to make you see yours. We connect to emotion, not the specific story. Few people have lost someone in Afghanistan and also drives their truck to remember them, yet millions of people gravitated to one of Jimmy’s biggest hits, CMA song of the year, I Drive Your Truck. MONEY WON’T MAKE YOU HAPPY, BUT HAPPY WILL MAKE YOU MONEY: Learn how the power of joy can exponentially improve productivity and hear Jimmy’s techniques to tap into happiness more quickly and how to harness it and improve every aspect of your life, in and out of business.

306 - Captive Insurance Companies

October 16, 2023 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Jennifer Nelson Schaefgen
Justin N. Hornburg
Mr. Daniel A. Linton
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Captive insurance companies are a risk management tool used in healthcare, pensions, life insurance, and casualty. A panel of experienced practitioners discuss how captive are used in these businesses.

309 - Reflecting Climate Change in the Management of Public and Private Pension Plans

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Assia Billig
Douglas J. Carey
Mr. Matthies Verstegen
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Our financial future is undeniably linked to the health of our planet, making the integration of climate change into the management of pension plan a critical need. Speakers from outside the USA who have studied and reacted to these needs speak of the urgency and their experiences with both private and public plans.

508 - Post-SFA Compliance - Don't Mess This Up!

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Bryan McCormick
Heather Ray
James Andrew Nolan
Mr Paul Lowell Graf
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Panelists discuss the ins and outs of Post-SFA compliance. Topics will include post-SFA benefit improvements, PBGC reporting and certification, phase-in of SFA in withdrawal liability calculations, and notice requirements.

003 - Ethics Never Retires

October 29, 2024 12:00 PM - 1:40 PM Central Standard Time
Speakers:
Adrienne Lieberthal
Christine M O'Neal
Dr Ethan E. Kra
Robert J. Reiskytl
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 2.00
EA Formal 2.00
In this highly participatory session, the speaker use case studies to guide audience discussion of some of the ethical challenges and dilemmas that actuaries face every day and identify possible alternatives for handling these challenges.

303 - M&A Activity with Multiemployer Liability Exposure

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Mr. Joshua Shapiro
Mr. Mitchell H. Hofing
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
It is not uncommon for retirement plan consultants to help with M&A activity. But what happens when your client is acquiring a company with multiemployer liability exposure? The speakers in this session walk through the key considerations and analysis that needs to be addressed to help your client make optimal decision with respect to their target acquisition.

002 - Business Session & Naked Networking with Kari Mirabal

October 28, 2024 7:00 AM - 9:15 AM Central Standard Time
Speakers:
Cheryl A. Ham
David Scharf
Derek N. Guyton
Kari Mirabal
Mr. Craig P. Rosenthal
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 precedes the Monday General Session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards. Our keynote presentation by Kari Mirabal immediately follows. Today’s competitive business market demands results, and a powerful circle of influence can help you achieve optimal results. Welcome to NAKED Networking® - a dynamic keynote that explores five common networking mistakes (and provides solutions). You'll explore an easy to remember acronym, NAKED (Neglect, Afraid, Knowledge, Engage, Dedicate) with Kari Mirabal, networking expert and high-energy presenter who leaves audiences begging for more. She leverages storytelling and simple real-world strategies to build and sustain authentic connections. Discover how to position yourself for success in this energizing experience that challenges you to build and sustain powerful networks. Brace yourself for an exhilarating journey as you dive into creative methods to "NETWORK SMARTER".

507 - Surfing the Pension Reef Form Wave and Avoiding the Wipeout

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Kevin Scott Spanier
Mr. Daniel D. Andersen
Mr. James J. Rizzo
Mr. Kevin Olineck
Todd David Kanaster
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
System administrators discuss pension reforms they’ve implemented. Hear them compare and contrast various methods of risk sharing and cost management, successes, failures, and lessons learned.

504 - …And in This Corner…

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Trevis G. Parson
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
With a bruising election season underway, this session will dive into competing healthcare policy proposals. Candidates take the stage to make their cases and to take questions directly from the audience. Come prepared to participate and get into the weeds of healthcare issues certain to be top of mind for your clients.

Public Plans Community Forum

October 29, 2024 2:00 PM - 3:00 PM Central Standard Time
Speakers:
Credits:
The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor Public Plans Community membership is required to attend.

04 - Generational Knowledge Transfer

December 07, 2023 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Justin N. Hornburg
Patricia A. Rotello
Riddhi Patel
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
While perhaps not a formal Professionalism responsibility, it is nonetheless important that different generations of actuaries continuously learn from each other. We all have learned invaluable lessons from the actuaries that came before us, and we learn important lessons from those that have joined the profession since we did, lessons about technology and societal shifts, among other things. This session will feature a mix of “seasoned” and younger actuaries, who will discuss ways that different generations of actuaries can most effectively learn from each other.

606 - What I Really Meant to Say

October 18, 2023 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Jessica Kachur
Mr John H. Lowell
Mr Rob O Bacher
Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Words matter. This is more important than ever to manage, especially in the world of impersonal email communications and less frequent personal interactions. The speakers address the dos and don'ts of communicating with clients in a more distant work environment, and how to control your messaging to maintain a healthy working relationship.

108 - Withdrawal Liability - A Legal Perspective

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Mr. Mitchell H. Hofing
Mr. Neil V. Shah
Mr. Randall C. McGeorge
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The panel will consist of several attorneys specializing in multiemployer pension plans. They will discuss current contentious legal issues affecting these plans. Topics will include: withdrawal liability discount rates, timing of assumptions, changes, successor liability, etc.

Considering Diversity in Serving Clients

August 07, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Ms. Tonya B. Manning
Troy L. Ware
Credits:
CPD 1.50
How can you use Diversity to best serve clients? How can you transform diversity requirements to drive better results for you and your clients? In this CCA cross discipline webinar, presenters discuss these questions and more.

104 - AI in Health Care Delivery

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Edward M. Pudlowski
Kerri Willis
Ms. Jocelyn Herrington
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
AI has tremendous potential to influence how healthcare is delivered with expectations of a more efficient and cost-effective healthcare system. Presenters focus on how AI is currently being deployed and where it may lead in the diagnoses, delivery, and administration of healthcare. The intention of the discussion is to help the healthcare actuary better understand the changes that are occurring, and may occur in the future, such that they can best prepared to reflect these adaptations into their financial models.

706 - The Economics and Geopolitics of Aging

October 18, 2023 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Mr. Thomas S. Terry
Richard Jackson
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Demography is reshaping the economic and geopolitical landscape of the 21st century. The United States, along with the rest of the developed world, is entering an era of rapid population aging. Will it also be an era of rising fiscal burdens, chronically slow economic growth, and diminished geopolitical stature? China, the world’s “factory floor’ for the past twenty-five years, is now hitting its own demographic wall. Can a demographically graying and shrinking China still be an economically and geopolitically rising China? India, which just overtook China as the world’s most population country, has more favorable demographics. But can it overcome its many economic handicaps to replace China as the engine of global growth? And what about sub-Saharan Africa, which will account for two-thirds of the growth in the world’s working-age population between now and 2050? Speakers explore the implications of these and other global demographic developments for the world economy and world order.

308 - Dueling Multiemployer Actuaries: What we Like to Argue About These Days?

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Bryan McCormick
Jay K. Egelberg
Mr John Michael Redmond, Jr
Mr. Joshua Shapiro
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Enjoy watching a good debate? Come watch multiemployer actuaries discuss the gray areas of the profession.

03 - Daily Professionalism

December 07, 2023 10:00 AM - 11:15 AM Central Standard Time
Speakers:
Ellen L. Kleinstuber
Mr David L. Driscoll
Ms. Margaret S. Berger
Nick Allen
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Many discussions around professionalism focus on unusual situations with significant implications that present complex ethical dilemmas, but professionalism can also be a factor in smaller decisions that may fly under the radar. This session will consider how professionalism affects the routine work that consulting actuaries do on a daily basis, including managing relationships with, and the expectations of, their clients.

Public Plans Community Forum

October 17, 2023 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
The Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor Public Plans Community membership is required to attend.

Financial Reporting in Healthcare - 2024 Edition

December 11, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
CPD 1.50
In this CCA health series webinar, presenters 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.

Smaller Actuarial Consulting Firms Community Forum

October 17, 2023 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
The Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor Smaller Actuarial Consulting Firms Community membership is required to attend.

707 - Public Plans Workshop

October 18, 2023 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Elizabeth A. Wiley
Kathleen A. Riley
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
This is an open forum on topics of interest to public sector actuaries. The topics are selected by session attendees and may include: funding to surplus; volatility management; impact of higher interest rates on plan design; economic assumptions including ASOP 27; and ASOP 4’s low-default-risk obligation measure (LDROM).

506 - I Walk the Line

October 17, 2023 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Alicia Beth Traviss
Christopher Roy Snell
Justin N. Hornburg
Michelle Boyles
Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Consulting is a fine line to walk between understanding how to solve client problems and matching the solutions you have to offer. Sometimes the client isn't receptive to a solution that makes sense to you. Sometimes you are being asked to offer solutions or products that don't make sense to the client. During this interactive session, the audience is presented with case studies and asked to discuss the scenario and ways to deal with the tough conversations.

AI and the Actuarial Profession

July 10, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Douglas B. Levit
Dr. James Christopher Guszcza
Graham Alan Schmidt
John McAndrew
Mr Todor Penev
Nathan Haws
Credits:
CPD 1.50
AI is likely to touch much of our personal and professional lives. It’s important to define what AI is (and isn’t) and discuss the potential impact of AI on actuaries across the industry. Will AI be an enhancement to the services we provide, or a replacement? In this CCA cross discipline webinar, perspectives on these and other questions are considered.

501 - ERISA 50 Years - Where has the Time Gone?

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Christian R. Veenstra
Mr. David R. Godofsky
Ms. Tonya B. Manning
Richard O. Goehring
Credits:
EA Core 1.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
A new car cost $5,000, a new home cost $35,000 and life expectancy at birth was age 72. All in the Family was the most popular TV show and “The Way We Were” by Barbara Streisand was the number one song. The year was 1974 and President Gerald Ford signed ERISA into law on September 2nd. Fifty years have come and gone and retirement plans have aged and matured. Have the changes been for the better or worse? Attend this session and hear our experts discuss how ERISA has evolved and changed the American retirement plan landscape!

606 - Lessons Learned From Starting and Running a New Consulting Business

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Adrienne Lieberthal
Derek N. Guyton
Donna C. Novak
Rob Bacher
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
While the dream of starting your own consulting firm can be very attractive, many consultants have found that they encountered unexpected or surprising issues. Speakers cover the most critical challenges they have faced with their own firms, including data security, difficult client expectations and working with subcontractors.

Retiree Medical Options and Valuation Considerations for Retiree Group Benefits

September 18, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
CPD 1.50
Many employers still provide group medical benefits for retirees. For large employers who still cover a substantial number of Medicare Eligible Retirees, more employers are moving towards custom-designed EGWP MA Plans to take advantage of federal subsidies and OPEB valuation considerations. Speakers discuss some of the advantages of using these programs and other topics relevant to employer-sponsored retiree programs. Additional topics may include: other potential benefit options for Medicare-eligible retirees, recent CMS changes, and others. This CCA webinar is included in the health series and the retirement series.

407 - Disaffiliation/With"drawl"

October 17, 2023 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Brett Michael Hunter
Mr. Alex Brown
Mr. Robert L. Schmidt
Ms Koren L. Holden
Todd N. Tauzer
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Some public plans allow both affiliation and disaffiliation. Why and how does this happen? What are the typical practices? Come and listen in and/or participate in an in-depth discussion of the complexities of allowing disaffiliation from public pension plans, particularly for a plan in an underfunded position.

305 - Health Equity - Affordability and Access to Care (Including Telehealth)

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Annette V James
Ms. Thuong Broaden
Samantha Meyer
Sara Corrough Teppema
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
What is health equity and access? Factors that impact access to care and affordability. Telehealth benefits and barriers.

Women in Consulting Community Luncheon & Forum

October 16, 2023 12:05 PM - 1:30 PM Central Standard Time
Speakers:
Danielle Almeida
Emojoy Brown
Jessica Kachur
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
Confidence in yourself and your work can be imperative for both success and happiness in your professional life. The Women in Consulting Community is excited to host a session at the CCA Annual Meeting on this important topic that was also the latest focus of our book club. Through our book club discussions, we found the concept of ‘confidence’, particularly with women, has many layers and everyone has something to share and learn. We hope you can join us for an engaging panel discussion to hear speakers’ personal experiences on confidence and how we can build confidence in ourselves and the women around us. All are welcome to attend this session and we look forward to providing an engaging, interactive discussion. Neither CCA nor Women in Consulting Community membership is required to attend.

106 - ROI of Benefits/Total Rewards

October 16, 2023 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Mr. Gary Watts
Mr. Phillip A. Merdinger
Ms Casey Shork
Ms. Kristina Santos
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Total rewards is one of an employer’s largest cash outlays. Is it a cost of doing business or is it an investment in the business? Senior HR leaders share their thoughts on how they maximize the value of their total rewards programs.

001 - Shape of Things to Come: Demographic Decline, Economic Stagnation and Geopolitical Instability

October 27, 2024 4:15 PM - 5:55 PM Central Standard Time
Speakers:
Mr. Thomas S. Terry
Neil Howe
Richard Jackson
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Birthrates have collapsed across much of the world. Most developed countries, including the United States, face a future of population aging and slowing economic growth. Workforces will shrink, fiscal burdens will rise, and public debt will mount. Zero-sum isolationism and protective trade barriers may spread. While populations in some parts of the emerging world are still growing (think Sub-Saharan Africa), others (think China, Russia, or Iran) are experiencing unprecedented demographic decline. All of this could be destabilizing. Our presenters examine how demographic trends are reshaping the economic and geopolitical landscape of the twenty-first century. They will also explore possible strategies for staving off demographic and economic decline, from enacting pro-natal policies to increasing immigration and extending work lives.

204 - Opportunities and Implications of Using AI in Health Actuarial Models

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Dr. Rajiv Arya, MD
Edward M. Pudlowski
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
AI in health actuarial models is here and there is certainly more to come. Speakers address the current applications and implications on the use of AI for the health care actuary. This session is intended to help the health actuary be better informed of how AI will transform the work we do today.

Leadership Development Community Luncheon

October 28, 2024 11:05 AM - 12:30 PM Central Standard Time
Speakers:
Credits:
The CCA Leadership Development Community meets to discuss current issues, outlooks, and news. Neither CCA nor Leadership Development Community membership is required to attend.

Smaller Actuarial Consulting Firms Community Forum

October 29, 2024 2:00 PM - 3:00 PM Central Standard Time
Speakers:
Credits:
The CCA Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor Smaller Actuarial Consulting Firms Community membership is required to attend.

101 - Late Breaking Developments

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Ms. Christina M. Wiatrowski
Ms. Kelsey Mayo
Ms. Margaret S. Berger
Ms. Tonya B. Manning
Representative
Richard O. Goehring
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Expert 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 litigation activity.

105 - Healthcare 2030: Where Are We Headed?

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Mr. Drew E. Hodgson
Mr. Mark Wernicke
Tim Stawicki
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Aging population, shrinking provider pool, hospital consolidation and closures, and the impact of technology. The macroeconomic healthcare environment will change in ways both known and unknown in the next 5-10 years. Join our panel of experts and futurists as we peer into the crystal ball to consider the impact of possible futures in the healthcare market.

608 - Multiemployer Workshop and Hot Topics

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Heather Ray
Jay K. Egelberg
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers dive into hot topics within the multiemployer universe. Current issues, outlooks, and the latest news are addressed and debated.

704 - Pharmacy Forward: Navigating Recent Shifts and Anticipating Future Trends

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Ian M. Smith
Mr. Andrew Bourgoin
Ms. Dana McCormick
Sarah M. Martin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Pharmacy discussion moving past the impact of GLP-1 and discussing the impact of biosimilars and other emerging trends. Can also cover impact of cost negotiations for Medicare drugs. Gain valuable insights to navigate these shifts and stay ahead in this ever-evolving healthcare sector.

02 - Code of Conduct Case Studies

December 05, 2023 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Allie Rosenberg
Cheryl A. Ham
Dale H. Yamamoto
John R. Governale
Lisa G. Ullman
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
"The session will cover several challenging professionalism scenarios using an interactive format with audience polling, and a mix of role-playing and presentation formats. The focus will be on applications of the Code of Professional Conduct along with ASOPs, ABCD and others as applicable. The scenarios will include background on the issue, potential precepts or other considerations that may apply, audience polling on potential outcomes, and panelist discussion regarding which outcomes may or may not be correct (recognizing that there may not always be a truly correct outcome)."

004 - Professionalism and Ethics for Healthcare Actuaries

October 17, 2023 1:00 PM - 2:40 PM Central Standard Time
Speakers:
Cheryl A. Ham
Dale H. Yamamoto
Edward M. Pudlowski
Justin N. Hornburg
Mr Dean W. Kepraios
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 interactive session covers real-life client situations where panelists have written their own case studies and share their experiences, recommendations, and make reference to ASOPs and Precepts. This session is designed to engage the audience and challenge viewpoints on professionalism and ethics. There are prizes for engagement.

203 - Retiree Medical Plan Design and Funding Opportunities

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Jeremy P. Olszewski
Kevin James Penderghest
Steven D. Draper
Credits:
EA Core 0.00
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 0.75
Want to hear about the latest design opportunities with retiree medical plans, options and issues for funding them and implications for valuing such plans? Join our panelists as they discuss these very topics. Specific items include: Use of Medicare Advantage plans, HRAs, and Pre-Medicare designs; funding retiree medical plans through VEBA trusts, 401(h) accounts, and 420 transfers as well as how to determine the maximum tax-deductible contribution; a review of assumptions specific to retiree medical plan valuations such as draw-down, assumptions for account-based plans, and reconciling pre-65 expected benefit payments.

Cognitive Bias in Humans and AI

July 24, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Kenneth J. Herbold
Randall A Stevenson
Robert N. Bernard
Credits:
CPD 1.50
Human perception, memory and decision-making are impacted by cognitive biases and mental shortcuts that influence a person’s actions and decisions. Those responsible for the selection of data (or how said data is weighed) may inadvertently build their own biases while developing artificial intelligence systems. Speakers address cognitive bias and the role it plays both in humans and AI in this Cross Discipline webinar intended to satisfy the annual Bias requirement under the US Qualification Standards.

107 - CCA White Paper 2.0

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Mr Robert (Andy) Blough
Paul Angelo
Wendy Tucker Ludbrook
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In May 2024 the CCA released an exposure draft of a revision to their white paper “Actuarial Funding Policies and Practices for Public Pension Plans.” Speakers at this session review what is new in “white paper 2.0” including areas where the public sector community was invited to comment.

Current Topics in Employee Benefits

November 06, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
CPD 1.50
In this CCA health series webinar, presenters discuss current topics in employee benefits, including health benefit plan design, network offerings, stop-loss, health captives, innovations in cost containment, or other current topics of interest to actuaries working with employers and their health plans. Topics may include actuaries, health plans, employers, or other industry experts.

505 - Current Topics in Medicare Advantage, Part D, and the Inflation Reduction Act

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Dan Hoffman
David M. Tuomala
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Speakers highlight current topics in Medicare Advantage, Part D, and changes to the programs due to the Inflation Reduction Act. Topics will include Medicare Advantage, Part D, employer sponsored Medicare plans and OPEB valuation issues.

506 - Tools for Data Analytics and AI

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Donna C. Novak
Justin N. Hornburg
Ms. Courtney Bach
Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Tools for data analytics, programming and AI are proliferating at a fast pace. What are the various tools out there and what are they used for, and, particularly in the case of AI, how can they be used responsibly. Panelists present a survey of various analytic and programming tools, and take a deep dive into how AI can and is being used to increase efficiency, in a responsible way, both at an enterprise level and at the personal level.

609 - Planning for Long-Term Stability

October 18, 2023 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Bryan McCormick
James Andrew Nolan
Kenneth Densmore
Mr. Joshua Shapiro
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Now that ARPA has provided a lifeline to sinking plans, presenters examine various potential approaches to enhancing the stability of multiemployer plans, and try to predict how those approaches might influence future trends. Speakers discuss both hypothetical strategies, and real world examples that illustrate how plans are proactively working to address the risks and concerns of their stakeholders.

308 - Liability Duration Hedging Exotics

October 16, 2023 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Mike Spetko
Mr. Bob Penter
Mr. Bobby Riddaway
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Gain a view into a non-traditional liability duration hedging including lessons from the UK and how might pension risk managers apply these strategies in the future.

707 - Public Plans Workshop

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Kevin Scott Spanier
Michelle Boyles
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
This is an open forum on topics of interest to public sector actuaries. The topics are selected by session attendees and may include: funding to surplus, volatility management, impact of higher interest rates on plan design, economic assumptions including ASOP 27, and ASOP 4.

405 - Charting the Course: The Pre-Medicare and Medicare Individual Marketplace After the IRA

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Jessica Arnold
Mr John V. Grosso
Paul L. Koch
Trevis G. Parson
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Speakers discuss opportunities in both the pre-Medicare and Medicare marketplace following the IRA. Topics include shifts in premiums, coverage options and out-of-pocket costs, offering a comprehensive understanding of how the legislative changes impact individuals, carriers and the broader healthcare system. We may also dive into differences between group MA and individual MA.

Multiemployer Plans Community Forum

March 12, 2024 4:15 PM - 5:15 PM Central Standard Time
Speakers:
Credits:
Come to engage in a group discussion with your fellow multiemployer practitioners on the hot topics that affect your consulting practice. While forum leaders will suggest topics, please bring your own burning questions as well.

502 - SECURE 2.0: Guidance and Design Opportunities for DC Plans

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
Jeremy P. Olszewski
Mr. Preston Traverse
Mr. Syed Fahad Saghir
Credits:
EA Core 0.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 1.00
The SECURE 2.0 Act changed a lot for administration and design of DC plans. Speaker review SECURE 2.0 guidance issued in the past year impacting DC plans as well as discuss plan design opportunities. Possibilities in the area of Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs), and Group of Plans (GOPs) will also be discussed.

Multiemployer Plans Community Forum

October 17, 2023 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
Come to engage in a group discussion with your fellow multiemployer practitioners on the hot topics that affect your consulting practice. While forum leaders will suggest topics, please bring your own burning questions as well.

309 - Dueling Multiemployer Actuaries: Gray Areas

October 16, 2023 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Keith L. Nichols
Mr John Michael Redmond, Jr
Mr. Jake Libauskas
Scott Phillip Steadman
Troy Jaros
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In this Monday multiemployer tradition, panelists present opposing views of various topics where there may be no absolutely right answer, and you get to decide who's most correct.

605 - Consumerism in Healthcare? Yes!

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
James Dolstad
Mr. Michael A. Clarke
Mr. Steven L. Brodigan
Ms. Kathryn I. Curry-Lorusso
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
How can employers and payers better engage members from plan selection through to health improvement? Panelists cover how the industry is addressing this challenge and laying out the road map to be more consumer focused leveraging today’s technology. In addition, an Aon representative provides highlights of their recent Surest study focused on affordability and access. Finally, consumerism needs to work financially for both employers and payers. Speakers discuss how payers are partnering with employers to enhance consumerism across all aspects of healthcare.

602 - Successfully Working With the PBGC

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Gail Steward
Israel Goldowitz
Katherine B. Kohn
Matthew Robert Fishel
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists discuss issues relating to single-employer plans and PBGC that companies may face. Speakers discuss recent developments and provide practical tips and best practices for working with PBGC. Topics may include PBGC’s recent outreach to church plans following the 2023 Government Accountability Report on those plans, standard terminations, the early-warning program, 4010 filings, reportable events, coverage, recent guidance and developments and the Advocate.

401 - 415/417

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Brandon R. West
John Malcolm Merrill
Joseph C. Anzalone
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
We are all familiar with the requirements under IRC 415 and 417 but when was the last time you dug into them? Was it when you sat for your EA exams? Come learn about what is new (and not so new) with 415 and 417.

109 - A Sour Mash-Up of Withdrawal Liability

October 16, 2023 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Jay K. Egelberg
Mr. Mitchell H. Hofing
Mr. Vincent Anthony Regalbuto
Scott Phillip Steadman
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
A potpourri of timely and relevant topics on withdrawal liability including: update on withdrawal liability interest rate assumptions, Building & Construction Industry withdrawals, offsets from partial withdrawals against later partial and complete withdrawals, two-pool withdrawal liability structures, and relevant Form 5500 changes.

208 - M&A Outlook

October 16, 2023 2:00 PM - 3:15 PM Central Standard Time
Speakers:
James L. Jones
Mike Spetko
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Come participate in a deep dive into pension challenges in M&A selling from diligence to execution. What are the financial and operational implications of pension plans across the world? Speakers discuss assessing accounting impact on the deal including key differences in accounting standards, assumption setting, impact of operational challenges related to pension on deal timeline and execution.

408 - Long Term Plan Solvency - SFA and Other Factors

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
David Murad
James J McKeogh
Kelly S. Coffing
Scott Phillip Steadman
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Long-term plan solvency is a key consideration for multiemployer pension plans. Panelists discuss how that is influenced by SFA, annuity purchases, immunization, plan mergers, and other strategies.

603 - Communicating Actuarial Results

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Jancee Hartman
Michael S. Clark
Mona Auji
Theophilus Chukwueke, Jr
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Communicating technical actuarial results can be just as complicated as the work that goes into the numbers. Speakers discuss the various approaches to communicating pension actuarial work product in a way that principals can understand and make informed decisions.

Understanding Model Risk and the Actuary’s Duties Under ASOP 56

December 04, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Models play an increasingly important role in analyzing and funding pension funds. Model risk management has become an important component in actuarial practice with respect to these funds. In this CCA retirement series webinar, our focus is on how ASOP 56 guides an actuary in reviewing models and best practices for proper model management.

703 - Fiduciary Considerations in Annuity Placements

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
John Malcolm Merrill
William Ryan
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Doc. 1.B 95-1 provides guidance to fiduciaries purchasing annuities but there is a lot to consider when acting as a fiduciary. Panelists discuss the new congress report (if released), public testimony on 95-1 requirements, state guaranty structures, and the new investment advice fiduciary rule and best practices around annuity placements.

107 - The CCA White Paper v.2.0

October 16, 2023 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Elizabeth A. Wiley
Jordan McClane
Mr. Jody B. Carreiro
Paul Angelo
Wendy Tucker Ludbrook
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In 2014 the CCA published the definitive white paper on actuarial funding policies and practices for public pension plans. The CCA Public Plans Community is currently revising the white paper to reflect practical experience with white paper model practices as well as new ASOP requirements. Panelists discuss the proposed revisions.

Leadership Development Community Forum

October 17, 2023 4:05 PM - 5:00 PM Central Standard Time
Speakers:
Michael S. Clark
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
Expectations are a powerful force and therefore managing them is key to a consulting actuary’s success. Join the Leadership Development Community interactive workshop to learn and practice how to manage expectations to improve your success as a consultant/leader/team member/human. Neither CCA nor Leadership Development Community membership is required to attend.

01 - Technology and Professionalism

December 05, 2023 10:00 AM - 11:15 AM Central Standard Time
Speakers:
Cheryl A. Ham
Jason Reed
Mr David L. Driscoll
Mr. Craig E. Cartossa
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The use of generative artificial intelligence (AI) tools such as ChatGPT, along with machine learning and other forms of AI, are increasing across the actuarial profession. How does the growing use of these emerging technologies intersect with the Code of Professional Conduct and the Actuarial Standards of Practice? How does the role and responsibility of an Actuary change when using these innovations to either enhance or replace decades of entrenched and time-tested practices? This session will explore these questions, while highlighting the opportunities and challenges faced by consulting actuaries supplying their services in a rapidly changing technological landscape.

706 - Is Retirement Broken?

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Mr. Dan Doonan
Mr. Ernie Caballero
Mr. Phillip A. Merdinger
Mr. Thomas Snowberger
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Retirement is broken. Too many Americans can’t afford to retire. This is a problem for workers and employers. This session will explore what is causing the problem, why it matters, and who we can, as actuaries, help fix it.

705 - Behavioral Health: Analytics and the Current State

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Mr. Greg Williams
Mr. Travis Jay Gray
Robert L. Schenck
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
There has been an increased focus on behavioral health care since the onset of the pandemic. Panelists delve into recent examples of analytics in the behavioral health space and current issues in the United States behavioral health system they help illustrate. Recent regulation updates and innovations are also addressed.

508 - Carving Out a New Company

October 17, 2023 10:10 AM - 11:50 AM Central Standard Time
Speakers:
James L. Jones
Leeanne O'Callaghan
Mike Spetko
Vaibhavi V. Patel
Yanning Sun
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Speakers discuss a variety of HR topics to address when standing-up a carve-out of a global business to create a new company, from legal entities and employment types to challenges of replicating employee terms and conditions including compensation and benefits programs.

102 - (When Things Don't Go According to) Plan Administration

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Aaron Rothstein
Gail Steward
Pete J. Neuwirth
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Late retirement can introduce plan administration complexities including actuarial increase of required minimum distributions. Panelists discuss the issues to look out for and offer practical approaches to late retirement issues.

Orange is the New Gray

November 13, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
CCA has made available a new member benefit, called the “Orange Book”. The Orange Book is similar to the old Gray and Blue Books, except without government involvement. Through the Orange Book, a panel of experienced practitioners provide thoughts and potential answers, along with rationale for the potential answers, on uncertain regulatory issues. This CCA retirement series webinar will cover some of the first questions addressed by the panel.

301 - Practical Applications of Retirement ASOPs

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Andrew Christian Etheridge
Andrew Mark Zmich
Ms. Allegra Barrett
Stacey Marie Schmid
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Retirement ASOPs continue to be updated and practical application of these changes also evolves. Presenters discuss recent changes and share considerations on how to implement into your work.

409 - Pension Investing: Emerging Issues

October 17, 2023 8:00 AM - 9:40 AM Central Standard Time
Speakers:
David Murad
Emojoy Brown
Jessica Kachur
Ms. Yubo Wang
Richard Royce Ford
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The pension investment environment is continuously evolving. Speakers cover emerging views and approaches in liability-driven investing, risk transfer and the use of non-liquid alternatives. Presenters also review the pros and cons of the recently controversial ESG (environmental, social, and corporate governance) investment approach.

202 - Decumulation/Retirement Income Planning in a DC World

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Mr. Craig P. Rosenthal
Mr. Kenneth E. Levine
Pete J. Neuwirth
Ruth E. Schau
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
DC plans can provide a great retirement benefit but most participants rely on some form of withdrawal rather than convert some of their assets into lifetime income. With interest rates at today’s levels and some of the recent SECURE Act changes is it time for lifetime income to finally take off?

103 - Just Your Average Annuity Placement Session

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Joseph C. Anzalone
Kate J. Breen
Mr. Jay Dinunzio
Mr. Ted Law
Shannon L. Eidson
Sheena Margaret McEwen
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
As the annuity purchase market evolves, so do the insurers. In past Annual Meeting sessions, we’ve taken a broad view of the PRT market. Speakers in this session focus on average-sized annuity placements and below and the issues associated with them. You’ll walk away with the perspective from some of the insurers that participate in small to mid-sized transactions.

109 - Interconnected Global Economy: Trade Wars and Comparing Employer Costs

October 28, 2024 9:45 AM - 11:00 AM Central Standard Time
Speakers:
Mike Spetko
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Global supply chains are on the move. Highlighting changing demographic trends. Speakers at this session explore how actuaries in HR can influence corporate decisions. They discuss changing population, education, future of work and impact on labor costs.

304 - Shining a Light: The Transformative Power of Healthcare Transparency Data

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Alan J. Silver
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In this illuminating session speaker delve into the pivotal role of healthcare transparency data in shaping the future of healthcare. We’ll explore how transparency data enables objective evaluation of healthcare quality, cost effectiveness, and practical outcomes. Ultimately, we will look to underscore the indispensable value of transparency data in facilitating informed evaluations and continuous enhancement within the healthcare landscape.

Healthcare Community Forum

October 17, 2023 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 0.00
EA Ethics 0.00
EA Formal 0.00
The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor Healthcare Community membership is required to attend.

608 - International Diversity

October 18, 2023 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Mr Enrique Schulz
Mr John W. Robinson
Ms. Tonya B. Manning
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The incorporation of diversity, equity, and inclusion in corporate culture is a global movement. But how is diversity viewed globally? What approaches to increased diversity have global companies taken? What is the intersection of professionalism and DE&I? Speakers from consulting and corporate environments discuss these issues and how approaches to DE&I differ globally.

709 - For Long-Term Investing: Bonds or Stocks?

October 18, 2023 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Mr. Brian C. Donohue
Mr. David R. Cantor
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
Financial economists have long advocated that retirement investing be done using fixed income, given that retirement commitments are generally fixed. This argument relies on a presumption that equity risk increases rather than decreases over time. But -- is this really true? Aren't economies and capital markets cyclical, with at least some reversion-to-mean tendencies? If so, how does that affect the stock vs. bond decision for funding long-term retirement commitments?

607 - OPEB Funding

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Mr. James J. Rizzo
Mr. Joseph Michael Kropiewnicki
Credits:
EA Core 0.00
EA Non-Core 0.75
CPD 1.50
EA Ethics 0.00
EA Formal 0.75
Speakers cover a variety of topics related to OPEB Funding, including key elements of an OPEB contribution policy, the advantages and drawbacks to OPEB pre-funding, and the similarities and differences between OPEB and pension pre-funding.

004 - Professionalism and Ethics for Healthcare Actuaries

October 29, 2024 12:00 PM - 1:40 PM Central Standard Time
Speakers:
David M. Tuomala
Dr Ian G. Duncan
Edward M. Pudlowski
Justin N. Hornburg
Mr Dean W. Kepraios
Ms Tanya E. Sun
Tim Stawicki
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 1.00
EA Formal 1.00
This interactive session covers unique and sometimes real-life client situations where panelists pose case studies and share their experiences, recommendations, and make reference to ASOPs and Precepts. Panelists also challenge the audience in determining the “right” thing to do from a professional and ethical perspective. There will be live polling and discussions so be prepared to provide your valuable input.

701 - Small Plan Administration and Corrections

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Lance Paul Roteman
Lynn M. Young
Ms. Kelsey Mayo
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Join us for an informative session on plan administration and corrections for small plans. This session will cover key aspects of managing retirement plans in the current regulatory environment. This session will also cover the IRS programs for corrections such as the Employee Plans Compliance Resolution System (EPCRS) and the Self Correction Program (SCP).

307 - Investing Strategies for Public Plans Including Leverage, CMAs and Alternatives

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Mr Randall J. Dziubek
Mr. James David Anderson
Mr. James Peter Walton
Mr. Mark Henry Buis
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The low interest rate environment of the last 15 years has resulted in public retirement systems increasing the usage of leverage and alternative investments to enhance returns. Speakers explore how these strategies have evolved over the years and what the actuary should consider when reviewing capital market assumptions. Hear directly from investment and retirement system experts.

509 - Now That We Have Funds What're We Gonna Do With Them?

October 17, 2023 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Danielle N. Singer
Maria Kirilenko
Mariah Becker
Mr. Justin Teman
Mr. Martin Jaugietis
Seth Almaliah
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Deeply troubled multiemployer plans got a helping hand with the Special Finance Assistance program. Now assistance is arriving and insolvency in plans is no longer imminent. Actuaries and investment professionals discuss investment strategies.

402 - Reopening DB Plans

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Aaron Rothstein
Lee D. Gold
Mr. Craig P. Rosenthal
Mr. Zach Cohen
Credits:
EA Core 1.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
As DB plans become overfunded and/or companies look to differentiate themselves in the war for talent, a DB benefit can provide retirement security. Speakers discuss why a sponsor may want to reopen their DB plan and discuss creative designs that appropriately balance risk. Notes: Variable Annuity and Market-Based Cash Balance

Looking Back at ASOP 51

September 11, 2024 10:30 AM - 11:45 AM Central Standard Time
Speakers:
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
In this CCA retirement series webinar, speakers discuss what they have learned since the implementation of ASOP 51, and best practices for properly meeting the ASOP requirements.

005 - A Nonpartisan Overview of Politics and Economic Outlook: The 2024 Elections and Beyond

October 30, 2024 10:00 AM - 11:30 AM Central Standard Time
Speakers:
Cheryl A. Ham
David Scharf
Jeff Bush
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The 2024 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session from Jeff Bush. In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington, D.C. legislation and regulation affecting investors, financial advisors, and business leaders built on his 30+ years of experience in the financial services and political analysis industries. In his unique and entertaining style, Jeff breaks down the upcoming 2024 elections, analyzing potential outcomes and ramifications for the U.S. economy, and providing insights and strategies for businesses to prepare and thrive amidst the evolving political and economic landscape.

Public Plans Community Forum

March 12, 2024 4:15 PM - 5:15 PM Central Standard Time
Speakers:
Credits:
The Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor Public Plans Community membership is required to attend.

307 - Federal Laws and Congressional Activity Applicable to Public Plans

October 16, 2023 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Audra Ferguson-Allen
Michael J. de Leon
Mr. Joseph Michael Kropiewnicki
Todd N. Tauzer
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists review the Internal Revenue Code and other federal regulations that apply to public plans and their members. Recent changes, proposed legislation, and notable litigation are also addressed.

209 - Interest Rates?

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Michael S. Clark
Mr. Jay Love
Mr. Jonathan R. Barry
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
A long period of liberal monetary policy and historically low rates followed the capital market crisis of 2008. Then everything changed. The COVID crisis brought a flood of fiscal stimulus, and inflation surged. In response, the Fed tightened monetary policy and rates rose dramatically. Now inflation is winding down, and monetary policy is certain to loosen. What will happen to interest rates? There’s a consensus that they’ll drop, but how much? What’s the natural level of rates absent policy intervention? Speakers explore the supply/demand drivers of rates and implications for the near and long term.

Women in Consulting Community Breakfast Forum

March 11, 2024 7:30 AM - 8:30 AM Central Standard Time
Speakers:
Credits:
The CCA Women in Consulting Community meets to discuss current issues, outlooks, and news during breakfast. Neither CCA nor community membership is required to attend.

201 - Orange is the New Gray

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Bruce Cadenhead
Maria M. Sarli
Scott A Hittner
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
For its members, the CCA maintains a library of CCA’s Pension Actuarial Resource Committee discussion of technical and regulatory retirement topic questions submitted by members. The discussions are similar to the former Gray Books (IRS), Blue Books (PBGC), and Green Books (DOL) published at the EA Meeting. Panelists lead a review of recent discussions of particular interest and facilitate a dialogue on practical implications and alternative approaches.

206 - Evolving Trends in ERISA and Related Litigation

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Elena V. Black
Mr. Jeremy P. Blumenfeld
Ms. Melissa D. Hill
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers at this session provide an introduction to the stages of class action litigation, and then examine the key trends in current litigation spanning DC plans, investments, DB plans, and health plan topics.

708 - ESG Within M&A

October 18, 2023 9:30 AM - 10:45 AM Central Standard Time
Speakers:
James L. Jones
Mr. Sanket Bhimani
Ms. Ketiwe Zipperer
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers address some of the key aspects of mergers and acquisitions affected by the integration of environmental and social governance in decision making.

406 - Practical Actuarial Applications of Data Analytics

October 17, 2023 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Dong Liu
Justin N. Hornburg
Mr. Anthony Favry
Mr. Nick Pearce
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Data analytics and Artificial Intelligence are increasingly used in actuarial work. Our panelists discuss how these tools are used in everyday, practical actuarial applications.

409 - Addressing Global Retirement Challenges With Corporate Spinoff Transactions

October 29, 2024 7:00 AM - 8:40 AM Central Standard Time
Speakers:
Mitsuyasu Nishiwaki
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
After years of consolidation, there has been a trend among large global multinationals to divest its non-core businesses and focus their efforts on their core business. It is customary for the divested businesses to inherit the retirement programs that are not aligned with the spinoff company’s business model. In this session we will first discuss what companies need to do to prepare for the spinoff from a pension accounting perspective. Then we will address how divested companies have dealt with the challenge of inheriting global programs that may not necessarily align with the company’s business objective.

708 - Non-DB Benefits for Multiemployer Actuaries

October 30, 2024 8:30 AM - 9:45 AM Central Standard Time
Speakers:
Mariah Becker
Mr. Brigen L. Winters
Ms. Elena Lynett
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Multiemployer defined benefit pension plans do not operate in a vacuum and are directly impacted by the issues and challenges facing the other benefits negotiated as part of the collective bargaining process. Join our panel of experts to learn about some of the most pressing policy issues facing multiemployer health and welfare and defined contribution plans that are impacting your clients through the collective bargaining process.

408 - Wealth Equity

October 17, 2023 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Benjamin Patrick Hagan
Ms. Cathy Spencer
Ms. Manjit Basi
Paul M. Sepe
Riddhi Patel
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Gender equity is often looked at through a single lens of pay, career or leadership representation although the underlying factors that lead to gender inequities are multi-faceted. In this session, presenters look at gender wealth inequity which is an overlooked but long-standing issue affecting women. They explain what gender wealth equity is and the need for developing a multidimensional approach to elevate gender wealth equity. They also share surprising country comparisons and insights from a collaboration between WTW and the World Economic Forum that may give you a new appreciation around the need for global action. A live panel discussion brings the research and actions to life.

604 - Healthcare Trends and Forecasting in a High Inflationary Environment

October 30, 2024 7:00 AM - 8:15 AM Central Standard Time
Speakers:
Jennifer Leming
Liz Ann Kochneff
Ms. Jiangxia Dong
Wayne E. Pages
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
We’ll discuss current trends and drivers of healthcare costs, as well as how the recent high inflation will impact forecasting for healthcare.

509 - FE and LDI: Lessons Learned After 20 Years

October 29, 2024 9:10 AM - 10:50 AM Central Standard Time
Speakers:
David Murad
Justin W. Owens
Ms. Yubo Wang
Richard Royce Ford
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Financial economics concepts entered the pension arena about 20 years ago, and have had a strong impact on both liability valuation and investment strategies. These developments were accelerated by first the maturation and then the winding down of pension programs. How have FE-related thinking and approaches evolved over time? What new challenges have arisen and how can these be addressed?

207 - GFOA Best Practices and Advisories

October 28, 2024 1:00 PM - 2:15 PM Central Standard Time
Speakers:
Ms. Amy McInerny
Ms. Noreen Jones
Todd N. Tauzer
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The Committee on Retirement Benefits Administration (CORBA) of the Government Finance Officers Association (GFOA) issues best practices (do this) and advisories (don’t do this) related to public pension and OPEB plans. In the last two years, CORBA has made a strong effort to review and update these documents. Speakers at this session discuss what’s new and notable within CORBA’s best practices and advisories. These will include the Best Practice on “Core Elements of a Funding Policy for Governmental Pension and OPEB Plans”, the Best Practice on “Sustainable Funding Practices for Defined Benefit Pensions and OPEB”, and potentially a fresh update to the Advisory on “Pension Obligation Bonds”. BP – Core elements of funding policy for pensions/OPEB BP – Sustainable funding practices for pensions/OPEB Advisory – Pension Obligation Bonds

306 - Navigating the Gator-Infested Waters With Assistance from the ABCD

October 28, 2024 2:45 PM - 4:00 PM Central Standard Time
Speakers:
Mr David L. Driscoll
Mr John J. Schubert
Mr. William Hines
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Come and see how the ABCD can help you through its Request for Guidance program and hear some case studies on what not to do.