Introducing the ACTEX eLearning Webinar Series:
Principles for Actuarial Spreadsheet Design
with Mary Pat Campbell, FSA, MAAA, PRM
This webinar qualifies for 1.2 SOA CPD and CAS CE Credits.
Spreadsheets are one of the largest workhorses in actuarial work and business work in general, but few of us have serious, rigorous training in their use and design. Various bodies have developed lists of best practices for spreadsheets, but these best practices lists are often developed for accountants and financial analysts, and do not necessarily fit with actuarial needs.
This session will cover high-level principles of spreadsheet design with a special focus on actuarial needs and issues, as well as specific practical implementation tips.
Specific topics to be covered include:
- Considering why one should (or should not) do certain things, not only how.
- How to structure the flow of information through your spreadsheet together with appropriate documentation
- Building spreadsheets with future changes in mind
- Why using the INDEX/MATCH combination is preferable to VLOOKUP
- Considerations on the use of Named Ranges
Instructor Mary Pat Campbell, FSA, MAAA, PRM, is Vice President, Insurance Research at Conning in Hartford, Connecticut. She also teaches courses on computing (Excel, Access, and VBA) and business writing for actuarial science students at the University of Connecticut.
Mary Pat has had a long interest in spreadsheet best practices in actuarial work, writing for SOA publications on the topic since 2007. She has also spoken for SOA webcasts and at meetings on spreadsheet issues, most recently at the 2015 SOA Annual Meeting: "Session 30: How to Keep Your Spreadsheets Out of the Headlines". She is a member of the European Spreadsheet Risks Interest Group and on the SOA Modeling Section Council (2015 - 2018).
The registration fee includes 180-day unlimited on-demand access to this event and the handouts.
All prices are in USD.
Please Note: Students must agree to the ACTEXeLearning.com Site Policy in order to access this webinar.
What is the difference between 10+ participants & 1-connection and 10+ participants & Multi-connection?
'Connection' refers to how many participants will access our Webinar by signing-in at ACTEXeLearning.com.
Customers who have purchased a 1-connection option will have the purchaser sign-in and share the video on their monitor (or via video-conference, Skype or other video sharing format) with up to the number of participants purchased for. Username and password information is not to be shared with the other participants.
Customers who have purchased our Multi-connection option will be sent login information and an access key. Each participant will then be able to login on their own computer, with their own username & password, at their own convenience.
- Access information is sent to the email address listed under Shipping Information on your order.
- If you have 8+ participants needing their own access you should select our Multi-connection option for the best value.
- All registrations include 180-day unlimited on-demand access to the Webinar and the handouts.
Discount for Full-Time Students:
Students with current enrollment as a full-time student at any college/university are eligible for a 50% discount off ACTEX Webinar 1-2 participant options. In order to access this discount, please email proof of enrollment using your college/university e-mail address to Support@ActexMadRiver.com. Examples of enrollment proof would be a copy of your registration information, or an unofficial transcript.
Discount for Active Military Personnel:
Active U.S. Military personnel are eligible for a 50% discount off ACTEX Webinar 1-2 participant options. In order to access this discount, please email us at Support@ActexMadRiver.com from your military email address.
Discount for Educators:
Faculty members of any accredited higher-education institution are eligible for a 50% discount off ACTEX Webinars. In order to access this discount, please contact us via email at Support@ActexMadRiver.com using your college/university e-mail address.
Discount for Regulatory Actuaries:
Regulatory Actuaries (Regulators) are eligible for a 30% discount off ACTEX Webinars. In order to access this discount, please contact us via email at Support@ActexMadRiver.com using your government e-mail address.