2016 SOA Annual Meeting and Exhibit Sessions Sorted by Primary Competency



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Primary Competency Area: Session Title Date Time Session number and Sponsoring /Organization Format Communication Effective Presentation and Data Visualization Techniques Tuesday, Oct. 10:15 11:30 a.m. 100 Panel Discussion Technology External Forces & Industry Knowledge U.S. Statutory Accounting Update Monday, Oct. 10:30 11:45 a.m. 14 Panel Discussion Financial Reporting External Forces & Industry Knowledge Long Term Care: Cost of Care Study Monday, Oct. 10:30 11:45 a.m. 18 Panel Discussion Long Term Care External Forces & Industry Knowledge Behavioral Economics: Applications for Monday, Oct. 10:30 11:45 a.m. 19 Lecture Marketing & Distribution External Forces & Industry Knowledge Mortality Trends: A Discussion of Disparate Views Monday, Oct. 10:30 11:45 a.m. 21 Panel Discussion Pension External Forces & Industry Knowledge Individual Life Experience Update Monday, Oct. 10:30 11:45 a.m. 22 Panel Discussion Product Development External Forces & Industry Knowledge Population Mortality Analysis and Methods Monday, Oct. 1:45 3:00 p.m. 31 Panel Discussion Education & Research External Forces & Industry Knowledge U.S. GAAP Update Monday, Oct. 1:45 3:00 p.m. 32 Panel Discussion Financial Reporting External Forces & Industry Knowledge Healthcare Exchanges: Case Studies in the ACA Monday, Oct. 1:45 3:00 p.m. 34 Panel Discussion Health External Forces & Industry Knowledge IAIS Capital Standards Monday, Oct. 1:45 3:00 p.m. 35 Panel Discussion International ; Joint Risk Management External Forces & Industry Knowledge DC Litigation Trends Monday, Oct. 1:45 3:00 p.m. 39 Panel Discussion Pension External Forces & Industry Knowledge Accelerated Death Benefit Riders on Life Products Monday, Oct. 1:45 3:00 p.m. 42 Panel Discussion Taxation ; Product Development External Forces & Industry Knowledge PBR: Ask the Experts Monday, Oct. 3:30 4:45 p.m. 48 Panel Discussion Financial Reporting External Forces & Industry Knowledge Market Impact of International Regulation Monday, Oct. 3:30 4:45 p.m. 51 Panel Discussion Joint Risk Management ; International External Forces & Industry Knowledge Recent Developments in Pension Investing Monday, Oct. 3:30 4:45 p.m. 52 Open Forum Investment ; Pension External Forces & Industry Knowledge Social Security and Medicare Update Monday, Oct. 3:30 4:45 p.m. 59 Panel Discussion Social & Public Finance External Forces & Industry Knowledge Update on Pre Qualification and Continuing Education Monday, Oct. 5:00 6:15 p.m. 62 Panel Discussion Society of Actuaries

External Forces & Industry Knowledge Hospital Indemnity Growth & Pricing Considerations Tuesday, Oct. External Forces & Industry Knowledge Cash Balance Plan Update Tuesday, Oct. External Forces & Industry Knowledge Phased Retirement and Workforce Management Tuesday, Oct. External Forces & Industry Knowledge Product Development Impact of the Department of Labor Fiduciary Tuesday, Oct. Rule External Forces & Industry Knowledge PBR: Practical Implementation and Governance Issues Tuesday, Oct. External Forces & Industry Knowledge Variable Annuity Guaranteed Living Benefit Utilization Studies and Tuesday, Oct. Benefit Utilization in Fixed Indexed Annuities External Forces & Industry Knowledge Impact of VM 20 on Life Product Development Tuesday, Oct. External Forces & Industry Knowledge Value of ACA Coding Improvement: Market Effects Tuesday, Oct. External Forces & Industry Knowledge Medicare Advantage MLR: Year Two Tuesday, Oct. External Forces & Industry Knowledge LTC Pricing Trends and Their Impact to the Spectrum of LTC Tuesday, Oct. Products External Forces & Industry Knowledge Financial Stress in the DB Retirement System Tuesday, Oct. External Forces & Industry Knowledge Principles Based Reserve Issues for Smaller Companies Tuesday, Oct. External Forces & Industry Knowledge The OECD Base Erosion and Profit Sharing Project: What Do Tuesday, Oct. Actuaries Need to Know? 8:30 9:45 a.m. 74 Interactive Forum Health 8:30 9:45 a.m. 80 Panel Discussion Pension 8:30 9:45 a.m. 81 Panel Discussion Pension 8:30 9:45 a.m. 83 Panel Discussion Product Development 10:15 11:30 a.m. 88 Panel Discussion Financial Reporting 10:15 11:30 a.m. 97 Panel Discussion Product Development 10:15 11:30 a.m. 98 Panel Discussion Product Development 2:00 3:15 p.m. 107 Panel Discussion Health 2:00 3:15 p.m. 108 Lecture Health 2:00 3:15 p.m. 110 Panel Discussion Long Term Care 2:00 3:15 p.m. 111 Panel Discussion Pension 2:00 3:15 p.m. 116 Interactive Forum Smaller Company 2:00 3:15 p.m. 117 Panel Discussion Taxation : Financial Reporting External Forces & Industry Knowledge Older Age and Juvenile Mortality Patterns Tuesday, Oct. 2:00 3:15 p.m. 118 Panel Discussion Society of Actuaries Research External Forces & Industry Knowledge One Thing Leads to Another, the Role of Chronic Disease in Higher Tuesday, Oct. 3:45 5:00 p.m. 123 Panel Discussion Health Mortality Rates External Forces & Industry Knowledge An Update on SOA Health Research Tuesday, Oct. 3:45 5:00 p.m. 1 Panel Discussion Health External Forces & Industry Knowledge Helping Americans Improve Their Economic Security Tuesday, Oct. 3:45 5:00 p.m. 130 Panel Discussion Pension

External Forces & Industry Knowledge Life Update and Trends Tuesday, Oct. External Forces & Industry Knowledge Current Trends in General Loss Costs Tuesday, Oct. External Forces & Industry Knowledge IFRS Hot Topics External Forces & Industry Knowledge Late Breaking Developments External Forces & Industry Knowledge The Big Picture of Risk Management in a DC World External Forces & Industry Knowledge What Do I Do With the New Valuation Manual? External Forces & Industry Knowledge Longevity Reinsurance External Forces & Industry Knowledge Company Taxation Hot Topics External Forces & Industry Knowledge Guaranteed Issue, Simplified Issue and Preneed Update External Forces & Industry Knowledge Life M&A External Forces & Industry Knowledge Kaleidoscope: Life Products Across Asia Pacific External Forces & Industry Knowledge The Ultimate Pension Risk Transfer: Plan Termination and Annuity Placements External Forces & Industry Knowledge Decumulation Strategies for Retirement: Individual, Advisor and Plan Sponsor Roles External Forces & Industry Knowledge Smaller Company Buzz Group External Forces & Industry Knowledge Medicare Supplement: Key Issues and Challenges to Profitability External Forces & Industry Knowledge Important Issues in Risk Management: Public Policy and Longevity Risk, Long term Care and Retirement Ages External Forces & Industry Knowledge Preneed Current Issues External Forces & Industry Knowledge Sustainability of Public Finance in the United States 3:45 5:00 p.m. 131 Panel Discussion Product Development 3:45 5:00 p.m. 133 Panel Discussion Society of Actuaries General 8:30 9:45 a.m. 143 Panel Discussion Financial Reporting 8:30 9:45 a.m. 149 Panel Discussion Pension 8:30 9:45 a.m. 150 Panel Discussion Pension 8:30 9:45 a.m. 151 Interactive Forum Product Development 8:30 9:45 a.m. 152 Panel Discussion Reinsurance 8:30 9:45 a.m. 153 Panel Discussion Taxation 8:30 9:45 a.m. 155 Panel Discussion Society of Actuaries Research 10:15 11:30 a.m. 159 Panel Discussion Financial Reporting 10:15 11:30 a.m. 162 Panel Discussion International 10:15 11:30 a.m. 166 Panel Discussion Pension ; Investment 10:15 11:30 a.m. 167 Panel Discussion Pension 10:15 11:30 a.m. 170 Buzz Group Smaller Company 12:00 1:15 p.m. 176 Panel Discussion Health 12:00 1:15 p.m. 180 Panel Discussion Pension 12:00 1:15 p.m. 182 Panel Discussion Product Development 12:00 1:15 p.m. 184 Panel Discussion Social & Public Finance

External Forces & Industry Knowledge Individual Payout Annuity and Structured Settlement Update 12:00 1:15 p.m. 186 Panel Discussion Society of Actuaries Research Leadership Solving the Leadership Puzzle: Overturning Traditional Models Monday, Oct. 1:45 3:00 p.m. 37 Panel Discussion Leadership & Development Leadership Starting a Business: From Graceful Exit to Successful Start Up 8:30 9:45 a.m. 142 Panel Discussion Entrepreneurial & Innovation Leadership Diversity in the Workplace: Benefits, Challenges and Solutions 10:15 11:30 a.m. 158 Panel Discussion Entrepreneurial & Innovation ; Leadership & Development Leadership Important Skills to Focus on in the Next Five Years 10:15 11:30 a.m. 164 Panel Discussion Leadership & Development ; Entrepreneurial & Innovation ; Actuary of the Future Professional Values Pension Ethics Monday, Oct. 10:30 a.m. 12:10 26 Interactive Forum Pension p.m. Professional Values Professionalism in Investment Tuesday, Oct. 8:30 9:45 a.m. 76 Open Forum Investment Professional Values Professionalism Aspects of Model Efficiency 10:15 11:30 a.m. 165 Panel Discussion Modeling ; SOA General Professional Values Professionalism in the Everyday Life of an Actuary 12:00 1:15 p.m. 185 Interactive Forum Society of Actuaries Relationship Management & Interpersonal Women's Leadership Forum: Untying Double Binds Monday, Oct. 10:30 a.m. 1:30 27 Lecture Leadership & Development ; Collaboration p.m. SCOR Relationship Management & Interpersonal How Do I Get a Job? Monday, Oct. 3:00 3:30 p.m. 47 Panel Discussion Actuary of the Future Collaboration Relationship Management & Interpersonal Dream Team: How to Succeed in the Growing World of Virtual Tuesday, Oct. 3:45 5:00 p.m. 127 Workshop Leadership & Development Collaboration Teams Results Oriented Solutions Capital Steering for Shareholder Value Tuesday, Oct. 8:30 9:45 a.m. 77 Lecture Joint Risk Management ; SOA General Results Oriented Solutions Controls Effectiveness and Process Optimization Tuesday, Oct. 2:00 3:15 p.m. 106 Workshop Financial Reporting ; Joint Risk Management Results Oriented Solutions Enhanced Governance Frameworks for Assumption Management Tuesday, Oct. 3:45 5:00 p.m. 121 Panel Discussion Financial Reporting ; Joint Risk Management Results Oriented Solutions Behavioral Solutions to ACA Risk Coding 8:30 9:45 a.m. 144 Lecture Health Results Oriented Solutions Opportunities to Improve LTD performance 8:30 9:45 a.m. 145 Panel Discussion Health

Results Oriented Solutions Operational Risk A Gap in Approach Results Oriented Solutions Market Disruption: Value Based Care Results Oriented Solutions Organizational Barriers to Product Innovation Results Oriented Solutions Measuring Profitability for Group Life and Disability Results Oriented Solutions Munich Re Session Series Part 3: Harnessing Human Centered Design to Create Tomorrow's Solutions Take Action 8:30 9:45 a.m. 146 Panel Discussion Joint Risk Management ; SOA General 10:15 11:30 a.m. 160 Panel Discussion Health 10:15 11:30 a.m. 168 Panel Discussion Product Development 12:00 1:15 p.m. 175 Panel Discussion Health 12:00 1:15 p.m. 187 Interactive Forum Munich Re Genetic Testing Monday, Oct. 10:30 11:45 a.m. 15 Panel Discussion Health Challenges and Lessons Learned on ACO Shared Savings Monday, Oct. 10:30 11:45 a.m. 16 Panel Discussion Health Arrangements Introduction to Alternative Investments Monday, Oct. 10:30 11:45 a.m. 17 Open Forum Investment A Board Member's Wander Through the Model Efficiency Monday, Oct. 10:30 11:45 a.m. 20 Panel Discussion Modeling Countryside How Small Companies Can Outperform Monday, Oct. 10:30 11:45 a.m. 23 Panel Discussion Smaller Company RGA Session Series Part 1: Startup Innovation View From Monday, Oct. 10:30 11:45 a.m. Lecture RGA VC's Payment Reform and Medicaid Rate Development Monday, Oct. 1:45 3:00 p.m. 33 Lecture Health Investments in a Low Interest Rate Environment Monday, Oct. 1:45 3:00 p.m. 36 Open Forum Investment Benchmarking the Product Development Process Monday, Oct. 1:45 3:00 p.m. 41 Interactive Forum Product Development How to Evaluate Software Monday, Oct. 1:45 3:00 p.m. 43 Panel Discussion Technology Pestilence: Getting to Know the Fourth Horseman Monday, Oct. 1:45 3:00 p.m. 44 Panel Discussion Society of Actuaries RGA Session Series Part 2: Innovation and InsureTech What Drives Monday, Oct. 1:45 3:00 p.m. 45 Lecture RGA Startup Founders? Policy and Analytics Uses of State All Payer Claims Database Monday, Oct. 3:30 4:45 p.m. 49 Panel Discussion Health

Provider Payment Reform: Using Benchmarks as a Foundation for Monday, Oct. 3:30 4:45 p.m. 50 Open Forum Health the Future Funding a Long Retirement: Potential Strategies and Solutions Monday, Oct. 3:30 4:45 p.m. 55 Lecture Pension Behavioral Finance in DB and DC Plans Monday, Oct. 3:30 4:45 p.m. 56 Panel Discussion Pension RGA Session Series Part 3: Innovation and InsureTech The Monday, Oct. 3:30 4:45 p.m. 60 Panel Discussion RGA Corporate Response Inclusion & Diversity Committee Roundtable Monday, Oct. 5:00 6:15 p.m. 63 Interactive Forum Society of Actuaries Advantages & Challenges for Provider Led Health Plans Tuesday, Oct. 8:30 9:45 a.m. 75 Open Forum Health and Reinsurance Arbitrations: The Basics Tuesday, Oct. 8:30 9:45 a.m. 85 Panel Discussion Reinsurance Next Generation ACO Tuesday, Oct. 10:15 11:30 a.m. 89 Panel Discussion Health Learning From the First Two Years of the ACA Tuesday, Oct. 10:15 11:30 a.m. 90 Lecture Health Pension Risk Management and Risk Transfer Options Tuesday, Oct. 10:15 11:30 a.m. 95 Panel Discussion Pension Retirement Readiness Here and Abroad Tuesday, Oct. 10:15 11:30 a.m. 96 Lecture Pension Private Versus Public Sector Actuaries Tuesday, Oct. 10:15 11:30 a.m. 99 Panel Discussion Social & Public Finance Hannover Re Session Series Part 1: What Products and Strategies Tuesday, Oct. 10:15 11:30 a.m. 101 Panel Discussion Hannover Re are the Future? Innovation Tuesday, Oct. 2:00 3:15 p.m. 105 Panel Discussion Entrepreneurial & Innovation ; Product Development Hannover Re Session Series Part 2: Leveraging InsureTech to Attract Tuesday, Oct. 2:00 3:15 p.m. 119 Panel Discussion Hannover Re New Customers The Emergence of Accountable Care in U.S. & U.K. Health Markets: Tuesday, Oct. 3:45 5:00 p.m. 1 Lecture International ; Health An Examination of Converging Health Systems Hannover Re Session Series Part 3: Executing New Strategy in a Data Tuesday, Oct. 3:45 5:00 p.m. 134 Panel Discussion Hannover Re Driven World LTC Think Tank 8:30 9:45 a.m. 147 Lecture Long Term Care

Manufacturer vs Retail A Primer on Carrier Manufacturer Partnership Models & Opportunities Munich Re Session Series Part 1: Harnessing Human Centered Design to Create Tomorrow's Solutions Empathy 8:30 9:45 a.m. 148 Panel Discussion Marketing & Distribution 8:30 9:45 a.m. 156 Interactive Forum Munich Re What s New in the Risk Managed Fund World? Munich Re Session Series Part 2: Harnessing Human Centered Design to Create Tomorrow's Solutions Prototype & Refine The Convergence of Capital Markets and Assessing Counterparty Exposure and Collateral Needs Technical Skills & Analytical Problem Solving Actuarial Climate Research Update and Practice Applications Monday, Oct. Technical Skills & Analytical Problem Solving Liability Driven Investing: The Portfolio Manager's Perspective Monday, Oct. Technical Skills & Analytical Problem Solving How Would I Get Started With Predictive Modeling? Monday, Oct. Technical Skills & Analytical Problem Solving Solving LTC Legacy Block Issues Monday, Oct. Technical Skills & Analytical Problem Solving Actuarial Modeling Techniques for Model Efficiency: Part 1 Monday, Oct. Technical Skills & Analytical Problem Solving Annuity Product Development Trends and Issues Monday, Oct. Technical Skills & Analytical Problem Solving Predictive Modeling, Start to Finish Monday, Oct. Technical Skills & Analytical Problem Solving Hedging Variable Annuity Products: Model Risk, Policyholder Tuesday, Oct. Behavior and Product Design Technical Skills & Analytical Problem Solving PBR and Credibility Theory Tuesday, Oct. Technical Skills & Analytical Problem Solving Stochastic Modeling and Life/LTC Hybrid Tuesday, Oct. Technical Skills & Analytical Problem Solving Analytics in Action: Case Studies and Lessons on the Use of Consumer Analytics in Sales and Marketing 10:15 11:30 a.m. 163 Open Forum Investment 10:15 11:30 a.m. 172 Interactive Forum Munich Re 12:00 1:15 p.m. 177 Open Forum Investment 12:00 1:15 p.m. 183 Interactive Forum Reinsurance ; Joint Risk Management 10:30 11:45 a.m. Panel Discussion Society of Actuaries General 1:45 3:00 p.m. 38 Panel Discussion Pension ; Investment 1:45 3:00 p.m. 40 Panel Discussion Predictive Analytics & Futurism 3:30 4:45 p.m. 53 Panel Discussion Long Term Care 3:30 4:45 p.m. 54 Panel Discussion Modeling 3:30 4:45 p.m. 57 Panel Discussion Product Development 3:30 4:45 p.m. 58 Panel Discussion Reinsurance 8:30 9:45 a.m. 72 Panel Discussion Education & Research 8:30 9:45 a.m. 73 Panel Discussion Financial Reporting 8:30 9:45 a.m. 78 Panel Discussion Long Term Care Tuesday, Oct. 8:30 9:45 a.m. 79 Panel Discussion Marketing & Distribution

Technical Skills & Analytical Problem Solving Leaf, Tree, Forest, Oh My: Advanced Models and Their Applications Technical Skills & Analytical Problem Solving SOA Research Topic: Conversion Mortality Experience Technical Skills & Analytical Problem Solving R U up on R? Technical Skills & Analytical Problem Solving The Swiss Standard Model for Captive Reinsurers: Insights and Features Technical Skills & Analytical Problem Solving Economic Scenario Generator in a Low Interest Rate Environment Technical Skills & Analytical Problem Solving Assumption Governance and Management Technical Skills & Analytical Problem Solving Actuarial Modeling Techniques for Model Efficiency: Part 2 Technical Skills & Analytical Problem Solving Risk Management Best Practices in Investments Technical Skills & Analytical Problem Solving Using Derivatives in Pension Investment Strategies Technical Skills & Analytical Problem Solving Data and Model Actuaries Should be an Expert of Both Technical Skills & Analytical Problem Solving Hedging Variable Annuities: From Theory to Practice Technical Skills & Analytical Problem Solving Risk Assessment for the Next Decade Technical Skills & Analytical Problem Solving Lessons Learned: Two Years of Three Rs Technical Skills & Analytical Problem Solving VA and FIA Hedging Technical Skills & Analytical Problem Solving Technology Aspects of Model Efficiency Technical Skills & Analytical Problem Solving Variable Annuity Pension Plans Technical Skills & Analytical Problem Solving Product Taxation Hot Topics Technical Skills & Analytical Problem Solving Cloud Analytics for Actuaries: Computation at Massive Scale Tuesday, Oct. 8:30 9:45 a.m. 82 Panel Discussion Predictive Analytics & Futurism Tuesday, Oct. 8:30 9:45 a.m. 84 Panel Discussion Product Development Tuesday, Oct. 10:15 11:30 a.m. 87 Panel Discussion Actuary of the Future ; Predictive Analytics & Futurism ; Technology Tuesday, Oct. 10:15 11:30 a.m. 91 Lecture International ; SOA General Tuesday, Oct. 10:15 11:30 a.m. 92 Open Forum Investment Tuesday, Oct. 10:15 11:30 a.m. 93 Panel Discussion Joint Risk Management Tuesday, Oct. 10:15 11:30 a.m. 94 Panel Discussion Modeling Tuesday, Oct. 2:00 3:15 p.m. 109 Open Forum Investment ; Joint Risk Management Tuesday, Oct. 2:00 3:15 p.m. 112 Panel Discussion Pension ; Investment Tuesday, Oct. 2:00 3:15 p.m. 113 Panel Discussion Predictive Analytics & Futurism ; SOA General Tuesday, Oct. 2:00 3:15 p.m. 114 Panel Discussion Product Development ; Investment Tuesday, Oct. 2:00 3:15 p.m. 115 Lecture Reinsurance ; Joint Risk Management Tuesday, Oct. 3:45 5:00 p.m. 122 Panel Discussion Health Tuesday, Oct. 3:45 5:00 p.m. 126 Open Forum Investment ; Product Development Tuesday, Oct. 3:45 5:00 p.m. 128 Panel Discussion Modeling ; Technology Tuesday, Oct. 3:45 5:00 p.m. 129 Panel Discussion Pension Tuesday, Oct. 3:45 5:00 p.m. 132 Panel Discussion Taxation 8:30 9:45 a.m. 154 Lecture Technology

Technical Skills & Analytical Problem Solving Medicaid Managed Long Term Services and Supports (MLTSS) Technical Skills & Analytical Problem Solving Quantifying Excess Specialty Drug Risk Technical Skills & Analytical Problem Solving Price Optimization in General Technical Skills & Analytical Problem Solving Nested Stochastic Modeling Research Technical Skills & Analytical Problem Solving The Current and Future State of Stress Testing Technical Skills & Analytical Problem Solving Credibility Theory for Pension Actuaries Technical Skills & Analytical Problem Solving Beyond Generalized Linear Model, What are Possible Models Actuaries Can Choose? 10:15 11:30 a.m. 161 Panel Discussion Health 10:15 11:30 a.m. 169 Lecture Reinsurance 10:15 11:30 a.m. 171 Panel Discussion Society of Actuaries General 12:00 1:15 p.m. 174 Panel Discussion Financial Reporting 12:00 1:15 p.m. 178 Panel Discussion Joint Risk Management ; Financial Reporting 12:00 1:15 p.m. 179 Panel Discussion Pension 12:00 1:15 p.m. 181 Panel Discussion Predictive Analytics & Futurism ; SOA General