PBR Boot Camp: Basic Training and Beyond for Principle-Based Reserving Implementation

June 6-8, 2016
Hilton Chicago O'Hare Airport
Chicago, Ill.

Get a head start on understanding principle-based reserving (PBR) before it takes effect, which is expected to occur in January 2017 for life insurers. To assist actuaries who will be utilizing PBR—as well as auditors and regulators who will later review that work—the Academy is hosting a new, intensive two-and-a-half-day seminar on PBR.

Presented by the Academy’s Life Practice Council, this seminar will include instructional sessions and interactive case studies to provide attendees with key learning experiences before PBR implementation begins.

Please join the Academy for this seminar that will get you ahead of the PBR curve.

NEW TO THE AGENDA: Join us for a welcome reception on Monday, June 6 from 6 to 7:30 p.m. Held in the Paris Ballroom at the Hilton Chicago O’Hare Airport, this reception will provide a fun, relaxed opportunity to meet fellow attendees and speakers, and to enjoy refreshments and hors d'oeuvres.

Quick Links Topics include:
  • Modeling and model governance
  • Stochastic, deterministic, and NPR Reserves
  • Setting mortality assumptions, as well as all other liability assumptions
  • Determining assets to back PBR reserves and setting asset assumptions
  • Reinsurance
  • Experience studies and pricing considerations
  • Reporting
  • Regulatory and auditing reviews
  • PBR checklists and other helpful sources of information
Faculty List
  • Mary Bahna-Nolan, MAAA, CERA, FSA
  • Mike Boerner, MAAA, ASA
  • Tim Cardinal, MAAA, CERA, FSA
  • Nadeem Chowdhury, MAAA, FSA
  • Donna Claire, MAAA, CERA, FSA
  • Rich Daillak, MAAA, FSA
  • Arnold Dicke, MAAA, CERA, FSA
  • Brandon Dwyer, MAAA, FSA
  • Mike Failor, MAAA, ASA
  • Brian Fomby, MAAA, FSA
  • Alice Fontaine, MAAA, FSA, FCIA
  • Steve Krupa, MAAA, FSA
  • Linda Lankowski, MAAA, FSA
  • Chanho Lee, MAAA, FSA
  • Russ Menze, MAAA, FSA
  • Dave Neve, MAAA, CERA, FSA
  • Art Panighetti, MAAA, FSA
  • Craig Roberts, MAAA, FSA
  • Karen Rudolph, MAAA, FSA
  • Sheldon Summers, MAAA, FSA
  • Peter Weber, MAAA, ASA
  • Ali Zakar-Shahrak, MAAA, CFA, FSA

CE Credit: The American Academy of Actuaries believes in good faith that your attendance at the "PBR Boot Camp: Basic Training and Beyond for Principle-Based Reserving Implementation" may constitute relevant continuing education and an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States depending upon your area of practice. Under the U.S. Qualification Standards, an hour of continuing education is defined as 50 minutes, and fractions of an hour may be counted.


For more information, please contact Leiloni Hayward at 202-223-8196 or hayward@actuary.org.