Professionalism Webinars

Professionalism Webinar Recordings Available to Members

A valuable benefit of Academy membership is free and unlimited access to the Council on Professionalism’s entire—and growing—library of professionalism webinars, which date back to September 2007. Academy members can earn continuing education (CE) credits by listening to these pre-recorded webinars. These credits can be counted toward the annual required three hours of continuing education on professionalism topics, as detailed in the U.S. Qualification Standards (Section 2.2). Professionalism credits under the U.S. Qualification Standards are not required to be from “organized activities”; so while listening to recorded webinars will not count as an organized activity it still will satisfy the professionalism requirement.

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.

To access these resources:

  • Click on the webinar you’re interested on this page
  • Then, in the Resources section, click on the type of file you would like to download
  • Log in to your member account and you should be automatically directed to the file

Note: if you are already logged in to the Academy site, you will be able access these resources without having to log back in.

More Tales From The Dark Side: Ethical Cases At The ABCD
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This next iteration will explore examples of ethical problems based on cases that have been brought before the Actuarial Board for Counseling and Discipline. (December 20, 2018)

The Anatomy of the ASOPs
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Presenters explain the key concepts that keep actuarial practice healthy, appropriate and compliant with the Code of Professional Conduct. (October 17, 2018)

The Code of Professional Conduct: Learning From the Mistakes of Others
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Our expert panelists guide attendees through scenarios inspired by mistakes that have landed actuaries on the wrong side of the Code of Professional Conduct. (June 18, 2018)

A Guided Tour of the U.S. Qualification Standards
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In our first professionalism webinar of 2018, you’ll gain an in-depth look at the U.S. Qualification Standards. During this webinar, members of the Academy’s Committee on Qualifications explore key topics drawn from questions posed by practicing actuaries. (March 15, 2018)

Tales From the Dark Side: Ethical Cases at the ABCD
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Members of the Actuarial Board for Counseling and Discipline (ABCD) examine case studies and examples of ethical problems brought before the ABCD and discuss what steps the actuary could take in each case. (December 20, 2017)

The Great Assumptions Debate
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ASB members examine key issues raised in comment letters during the exposure process of the proposed “Setting Assumptions” actuarial standard of practice. (October 26, 2017)

Actuary-to-Actuary Communications
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Academy President Bob Beuerlein, Council on Professionalism member Cecil Bykerk, and Immediate Past Chairperson of the Actuarial Board for Counseling and Discipline (ABCD) Janet Fagan discuss insights on how the Code, standards of practice, and other professionalism tools can help guide successful actuary-to-actuary communication. (June 28, 2017)

Practical Applications of the Code of Professional Conduct
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Immediate Past President Tom Wildsmith, Vice President of Professionalism Joeff Williams, and Council on Professionalism member Chad Wischmeyer discuss practical applications and approaches to the Code. (March 28, 2017)

Can You Hear Me Now? Actuarial Communications Under ASOP No. 41
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Actuarial Board for Counseling and Discipline (ABCD) members Jan Carstens and Rick Block discuss ASOP No. 41 through the lens of their experiences on the ABCD. (December 21, 2016)

An Overview Of Cross-Practice Standards
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An overview of the value and challenges of cross-practice standards. (October 19, 2016)

Big Data And Actuarial Professionalism
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Presenters use examples of Big Data in the life, health, and property & casualty practice areas and explore how actuaries can apply the Code of Professional Conduct, actuarial standards of practice, and other professionalism tools to issues that may arise when working with Big Data. (June 28, 2016)

Questions And Answers: The U.S. Qualification Standards
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In this interactive webinar, participants suggested their own answers to commonly asked questions about specific qualification standards, SAOs, continuing education, and other topics related to qualifications, and then learned how the Academy's Committee on Qualifications (COQ) has answered them. (March 17, 2016)

Facing a Dilemma? The ABCD Can Help
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ABCD Chairperson Janet Fagan and ABCD member Kathy Riley explained how actuaries can take advantage of valuable guidance from the ABCD whenever they have questions about the Code of Professional Conduct, practice standards, or qualification requirements. (December 09, 2015)

Unknown Unknowns: Challenges to Professionalism
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In a webinar focusing on a professionalism framework for approaching unknown unknowns in actuarial work, presenters Eli Greenblum and Tom Wildsmith discussed how the Multiemployer Pension Reform Act and the Affordable Care Act have produced compliance questions without ready actuarial answers. Both laws experienced late, ambiguous, or unanticipated implementing rules. Academy President Mary D. Miller also reviewed the controversy created in the P&C community by the questioning of actuaries’ integrity and competence after 2002 annual statements showed significant adverse development on 2001 reserves. All three panelists spoke about the professionalism framework provided by the Code of Professional Conduct, the U.S. Qualification Standards, and the ASOPs that they have used to ground their work when, instead of dealing with the usual known unknowns actuaries frequently assess, they are faced with no relevant past experience or known requirements of law and regulations. The three different practice area discussions suggested common approaches can be used across practice areas to work through the professional obligations actuaries have to be qualified and comply with standards when the usual guideposts are not evident. Members can access the slides and the audio from the webinar without charge. (October 30, 2015)

The Great Modeling Debate: What Standards Should Apply?
In this webinar, expert presenters engage in a mock debate to explore different perspectives on issues raised in the comments on the modeling standard exposure drafts.  (July 22, 2015)

New Report on Actuaries' Perceptions of Key Ethical Issues Facing Profession
This professionalism webinar provides the first analysis of the results of the Academy’s survey on “Key Ethical Concerns Facing the Actuarial Profession: Perceptions of Members of the American Academy of Actuaries.” Attendees asked thought-provoking questions and shared insights on the top perceived ethical issues and means of mitigating such issues as they interacted with seasoned panelists—Vice President of Professionalism Kenneth Kent, former VP of Professionalism Karen Terry, and Academy Assistant General Counsel Sheila Kalkunte.  (May 22, 2015)

Revised FAQs on USQS: Spelling Out the Details
The Committee on Qualifications chair along with another committee member discuss a greatly expanded and detailed revision to the committee’s Frequently Asked Questions on the U.S. Qualification Standards, including topics such as statements of actuarial opinion, practicing in more than one area, continuing education, and other qualification matters. The newly expanded FAQs are available here.  (December 11, 2014)

The New ASOP 6: Does Your Actuarial Work Measure Up?
The May 2014 update of ASOP No. 6Measuring Retiree Group Benefits Obligations and Determining Retiree Group Benefits Program Periodic Costs or Actuarially Determined Contributions, included a number of changes that have practical implications for actuaries. This webinar provides an overview of the changes, reviews aspects of the U.S. Qualification Standards, and explains how data recently made available by the California Public Employee Retirement System (CalPERS) pertains to the new requirements for developing age-specific costs.  (November 24, 2014)

Disclosure in the Real World: ASOP No. 41 Case Studies
Webinar panelists Patricia Matson, chairperson of the Actuarial Standards Board (ASB), Al Beer, former ASB chairperson, and Sheila Kalkunte, the Academy’s assistant general counsel, provide attendees with extensive information to identify what constitutes actuarial communications subject to rules and regulations and discuss disclosure requirements and practical considerations regarding disclosures. They use challenging case studies to illustrate how to assess varying ethically significant facts and circumstances to comply with the requirements of the Code of Professional Conduct, actuarial standards of practice (ASOPs), and other applicable regulations.  (June 26, 2014)

Precept 13: Preserving Integrity and Public Trust
This webinar discusses how Precept 13 applies to actuaries and actuarial work, steps to take when faced with a potential Precept 13 situation and issues surrounding compliance with Precept 13, and particular case studies in light of Precept 13 obligations.  (March 14, 2014)

Up to Code: Are You Keeping Up to Code?
Panelists Nancy Behrens and Janet Fagan, vice chairpersons of the Actuarial Board for Counseling and Discipline (ABCD), discuss professionalism topics covered in recent “Up to Code” articles in Contingencies magazine. The discussion includes particulars and case studies of Precept 2 of the Code of Professional Conduct, the pros and limitations of peer review in connection with actuarial work, and ABCD considerations in balancing transparency with confidentiality.  (December 03, 2013)

Where the Rubber Meets the Road: Applying the Code of Professional Conduct and ASOPs in Your Daily Work
Speakers provide a series of vignettes demonstrating how to apply the Code of Professional Conduct and ASOPs with care and skill. Precept 3 and ASOP No. 41, Actuarial Communications, are used to showcase real-life scenarios. Speakers then discuss key takeaways and steps for heightening the level of professionalism in daily work, including documentation and communication.  (October 31, 2013)

Setting the Ground Rules: Revised ASOP No. 1 and Other Key Information for Actuaries
This webinar helps actuaries to learn more about the new information contained in the revised ASOP No. 1, Introductory Actuarial Standard of Practice. Effective June 1, 2013, ASOP No. 1 is a revision of the previous Introduction to the Actuarial Standards of Practice and includes new content as well as clarification of prior language.  (June 17, 2013)

Risk Evaluation & Risk Treatment in Enterprise Risk Management: ASOP Nos. 46 and 47
Presenters cover ASOP Nos. 46 and 47, relating to risk evaluation and risk treatment in enterprise risk management (ERM). They also discuss why ERM standards are needed and how actuaries should comply with them.  (March 28, 2013)

Improving Your Practice through Peer Review
This webinar discusses peer review and common practices actuaries can use to determine whether voluntary peer review of their actuarial services and actuarial communications may be beneficial.  (December 12, 2012)

Precept 13: How Do I Comply in a Self-Regulating Profession?
Speakers give an overview of Precept 13 and discuss how to consider applying it in a self-regulating profession. Several case studies are also included.  (September 13, 2012)

ABCD Requests for Guidance—Insight and Case Studies
Speakers present case studies and answer questions from the audience on the Actuarial Board for Counseling and Discipline’s Request for Guidance process.  (June 25, 2012)

U.S. Qualification Standards—Key Aspects and your FAQs Answered
Presenters John Morris, Kenneth Quintilian, and Sheila Kalkunte provide a refresher on the U.S. Qualification Standards and answer questions from the attendees.  (March 14, 2012)

Keeping Up Internationally
In this webinar, Council on Professionalism members Curtis Huntington and Godfrey Perrott discuss the International Actuarial Association and how its activities potentially affect U.S. actuaries. Presenters also discuss why actuaries should keep up with current international events and stay informed of proposed changes.  (December 15, 2011)

Code of Professional Conduct: Applying the Same Code in Uncertain Economic Times
This professionalism webinar provides both a primer and a refresher course on what the Code means to you as a practicing actuary. During the 90-minute webinar, Council on Professionalism members Kevin Dyke and Karen Smith and Academy Assistant General Counsel Sheila J. Kalkunte discuss the Code’s precepts, what constitutes a violation, and answered questions from participants.  (September 21, 2011)

The Profession's Responsibility to the Public
Presenters discuss the actuarial profession’s responsibility to the public, as well as  Precept 1 of the Code of Professional Conduct, the state of the profession, and the key aspects of maintaining the profession's relevance.  (June 29, 2011)

Revised ASOP No. 41: Actuarial Communications
Featured speakers Actuarial Standards Board Chair Al Beer and ASB member Jim Murphy review the newly adopted changes to ASOP No. 41, Actuarial Communications.  (March 23, 2011)

Pension Standards of Practice - Learn What's New and What’s Changing
Current and changing elements for measuring pension obligations are discussed in this webinar.  (December 03, 2010)

Best of “Up to Code”
This interactive webinar presents an in-depth review of the best of “Up to Code,” articles published in Contingencies that help actuaries keep their professionalism skills sharp. The discussion examines articles relevant to a wide variety of professionalism issues that working actuaries face in their workday lives.  (October 21, 2010)

You've Got Qualification Standards Questions? The Academy Has Answers
This webinar examines some of the more complicated questions about the U.S. Qualification Standards and its continuing education (CE) requirements. Speakers also discuss the SOA’s Continuing Professional Development (CPD) Requirement and how it incorporates CE requirements under the U.S. Qualification Standards that apply to the entire U.S. profession. (June 17, 2010)