ACTEX eLearning Presents:
ACTEX eLearning Webinar: Actuarial Technical Toolbox: Getting the Most Out of Excel
Moving Data Around
1.8 SOA/EA CPD, CAS CE Credits/Training Hours
Let’s face it, spreadsheets are one of the largest workhorses in actuarial work and business work in general. Various groups and organizations have developed best practices and guides for using Microsoft Excel, but very few focus directly on the needs of actuaries. This webinar series will focus on the use and functionality of Microsoft Excel in an actuarial setting so you can add more skills to your technical toolbox! Excel 2010 used for examples, but applications work in all versions of Excel.
The first presentation in our Actuarial Technical Toolbox webinar series, Moving Data Around, explores various methods for pulling data into Excel from external sources, as well as methods for saving data within Excel. In addition to explaining the processes with real-world examples, we will also review best practices for maintaining data fidelity and documentation for your spreadsheets.
The following scenarios will be explained in great detail so you can follow along, and ask questions along the way:
- Importing data from Internet sources
- Importing and Exporting .txt files
- Importing and Exporting Excel VBA data
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).
Who Should Attend?
This webinar presentation is designed for those with an intermediate-level of knowledge of Microsoft Excel. Participants should have some VBA programming knowledge with experience using the VBA editor, writing simple macros, running VBA scripts, and using Excel VBA objects such as Range() and Active Worksheet.
In need of a refresher of Microsoft VBA programming? Consider purchasing a recording of Mary Pat's previous two-part webinar series, Excel VBA for Beginners.
This webinar is open to any practicing actuaries and actuarial students who are looking to improve their Microsoft Excel skills within the actuarial profession.
EA Credit Information:
The Joint Board for the Enrollment of Actuaries (JBEA) has approved ACTEX as a qualifying sponsor of continuing professional education (CPE) programs for enrolled actuaries.
ACTEX believes in good faith that you may earn continuing professional education (CPE) non-core non-ethics credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this webinar. The JBEA makes the final determination about what constitutes core, non-core, ethics, or non-ethics CPE and the number of CPE credit hours allocated.
The registration fee includes access to the webcast recording and supplemental materials for up to 180 days.
All prices are in USD.
Please Note: Participants must agree to the ACTEXeLearning.com Site Policy in order to access this webinar.
Actuarial Technical Toolbox: Getting the Most Out of Excel” is an independent webinar series and is not affiliated with, nor has it been authorized, sponsored, or otherwise approved by Microsoft Corporation.