Up to Code: Are You Keeping Up to Code?

December 3, 2013
12:00-1:30 p.m. EST


Nancy Behrens and Janet Fagan, vice chairpersons of the Actuarial Board for Counseling and Discipline, discussed important professionalism topics such as the importance of documenting your work, meeting CE requirements, avoiding strained interpretations of the Code of Professional Conduct and ASOPs, and other issues covered in recent “Up to Code” articles in Contingencies magazine.
 
Since 2006, actuaries have been relying on "Up to Code" articles published in Contingencies to help keep their professionalism skills sharp. Written mainly by members of the Actuarial Board for Counseling and Discipline, "Up to Code" articles reflect the wide variety of issues that are brought to the ABCD’s attention during the request for guidance and complaint processes. As such, these articles are informative ways that practicing actuaries can reflect on trending professionalism issues to improve professionalism standards in their workday lives.
 
With more than two dozen "Up to Code" articles in the Contingencies archives, actuaries in all practice areas can benefit from an in-depth review of the best of "Up to Code."

NOTE ON JBEA CE CERTIFICATE OF ATTENDANCE: You will not be able to receive a certificate of attendance for listening to any recorded webinars. In order to receive a JBEA CE Certificate of Attendance you must attend the live event, follow the instructions provided during the live event, and you must request your certificate by completing the online form within 30 days of attending the live event.

WEBINAR RESOURCES


 

WEBINAR PRESENTERS*

Nancy Behrens, MAAA, FSA
Nancy has worked for a major insurance company for over 30 years and oversees the product portfolio for Life, Health and Annuity products. Her responsibilities include actuarial, policy filing and compliance, risk management, and research. Nancy served on the Society of Actuaries Board of Governors from 1995-1998, and was the vice president for Continuing Education from 1998-1999. She was active in the Education and Examination system for a number of years and was the second chairperson for the Fellowship Admissions Course. She frequently serves as a facilitator for the Fellowship Admissions Course, as well as the Associateship Professionalism Course, and is a member of Actuarial Board for Counseling and Discipline.
 


Janet Fagan, MAAA, FCAS
Janet has more than 35 years of actuarial experience focusing on property and casualty insurance. She served as the chief actuary for a distinguished insurance company from 1994 until her retirement in May 2010. Janet had previous actuarial experience working at a global insurance company and a major property casualty insurance company. Her experience spans pricing, reserving, financial reporting, reinsurance and risk management. Janet has served two terms as an elected member of the Casualty Actuarial Society Board of Directors. Janet served on the Academy’s Committee on Property and Liability Financial Reporting and on the Editorial Advisory Committee of the ASB. She has also served on the Casualty Actuarial Society Continuing Education, Professionalism, Examination, Finance, Education Policy and Long Range Planning committees. She has been a member of the CAS Discipline Committee for 15 years and served as chairperson from 2008–2010.

Moderator: Sheila J. Kalkunte, Assistant General Counsel, American Academy of Actuaries
 
This webinar was presented by the Academy's Council on Professionalism and co-sponsored by the American Society of Pension Professionals and Actuaries, Casualty Actuarial Society, Conference of Consulting Actuaries, and Society of Actuaries.
 
*The opinions expressed by the panelists during this presentation do not represent the opinions of the Actuarial Board for Counseling and Discipline.
 

CONTINUING EDUCATION

The American Academy of Actuaries believes in good faith that your attendance at this live professionalism webinar, “Up to Code: Are You Keeping Up to Code?,” constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States. Under these Qualification Standards, an hour of continuing education is defined as 50 minutes, and fractions of an hour may be counted.
 
JBEA CPE Credit
The Joint Board for the Enrollment of Actuaries (JBEA) has approved the Academy as a qualifying sponsor of continuing professional education (CPE) programs for enrolled actuaries.
 
If you are an enrolled actuary, the Academy believes in good faith that you may earn 1.8 CPE core ethics credits under the JBEA rules for attending this live webinar. However, the JBEA ultimately determines what constitutes core, non-core, ethics or non-ethics continuing education and the number of CPE credit hours allocated to same for enrolled actuaries. During the live webinar ONLY, instructions will be given to attendees on the process for obtaining certificates of attendance.
 
To constitute formal CE under the JBEA regulations, there must be three (3) or more people involved in substantive pension services physically present at your webinar location.