Professionalism Webinar: ABCD Requests for Guidance—Insight and Case Studies

June 25, 2012
12:00-1:30 p.m. Eastern

The Actuarial Board for Counseling and Discipline (ABCD) was established by the U.S. actuarial organizations to strengthen members’ adherence to the recognized standards of ethical and professional conduct. One of the ABCD’s key functions is to provide confidential guidance to actuaries seeking help in interpreting the Code of Professional Conduct, the Actuarial Standards of Practice, and the U.S. Qualification Standards, and navigating professionalism issues in their practice. During a 90-minute webinar, our expert panelists reviewed the process for requesting guidance, discussed several case studies based on requests for guidance received by the ABCD, and answered questions.

This webinar was presented by the Academy’s Council on Professionalism and cosponsored by the ASPPA, CAS, CCA, and SOA.

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.


  • Curtis Huntington, MAAA, FCA, FSA,  MSPA
    Member, Actuarial Board for Counseling and Discipline
  • Kathleen A. Riley, MAAA, FCA, FSA, EA
    Member, Actuarial Board for Counseling and Discipline
  • Moderator: Sheila J. Kalkunte, Esq.
    Academy Assistant General Counsel
*The opinions expressed by the panelists during this presentation do not represent the opinions of any of the boards or committees of the Academy, or the Actuarial Board for Counseling and Discipline.

The American Academy of Actuaries believes in good faith that your attendance at this live professionalism webinar, ABCD Requests for Guidance—Insight and Case Studies, 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.

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 credits under the JBEA rules for attending this live webinar. The Academy believes in good faith that the subject matter of this webinar also meets the definition of “ethics” topic under the JBEA regulations. However, the JBEA ultimately determines what constitutes formal CE, ethics CE, and core and non-core continuing education and the number of CPE credit hours allocated to same for enrolled actuaries. During the live webinar, 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.