ACTEX eLearning Presents:
ACTEX eLearning Webinar:
The Actuarial Checklist: An Actuary's Professionalism
Co-Sponsored by the Canadian Institute of Actuaries
1.2 SOA/EA CPD, CAS CE Credits/Training Hours
This is a potential source of 1 hour of CPD for the Canadian Institute of Actuaries
Actuarial Checklists: An Actuary’s Professionalism Security Blanket
Jay Jaffe follows up his 2014 article in The Actuary with an insightful, in-depth webinar describing how the lessons from Atul Gawande’s seminal book, The Checklist Manifesto, apply to actuarial practice and serve as a support structure for ensuring that actuaries abide by current Actuarial Standards of Practice (ASOPs).
Jay will extrapolate checklist lessons learned from aviation and medicine to the actuarial profession and will give practical recommendations on how to apply them in your daily work. ASOPs 23 and 41, on communications and data quality, will be covered as well as a practice specific checklist example.
Please take a moment to read Stephen Camilli's blog post about this Webinar: CLICK HERE
At the conclusion of the session, attendees will be able to:
- Understand the role that checklists play in safeguarding actuaries’ professionalism requirements
- Make their own checklists specifically geared towards their work responsibilities
- Create department- or company-level actuarial checklists to improve efficiency and mitigate risk
- Recognize the opportunities to make ASOPs more user friendly
Who Should Take this Course?
- Any actuary seeking to improve the quality of their work product and help avoid significant mistakes;
- Any actuary seeking to provide a support structure to ensure their compliance with the complex requirements of their profession;
- Any actuary seeking to better apply professionalism in their day-to-day work;
Instructor Jay Jaffe, FSA, MAAA
Jay Jaffe is President of Actuarial Enterprises, Ltd. He provides actuarial and marketing consulting services to insurance companies, banks, and insurance agencies/TPA’s, and has over forty years of experience.
In addition to being a frequent speaker at actuarial meetings, Jay has made presentations to numerous insurance and marketing conferences throughout North American, Europe, and Australia as well as at several CCIA actuarial meetings. He has been a frequent author for Bests, Direct Marketing, The National Underwriter and several actuarial publications.
Because of Jay’s experience in both actuarial science and marketing, he provides a very unique perspective to his insurance clients. He is particularly adept at developing new and innovative insurance products and programs. One of his best known concepts is the “Dog Bone New Product Rating System” which he presented at a PIMA meeting several years ago.
Jay holds an undergraduate degree from Brown University and a Master’s in Management from MIT.
Corporate Customers: ACTEX will provide a self-registration site and activation key for your participants. The first 100 will be enrolled in this webinar. This makes it easy to offer continuing professional development opportunities without the need for administrative attention.
The registration fee includes 180-day unlimited on-demand access to this event and the handouts.
All prices are in USD.
Participants must agree to the ACTEXeLearning.com Site Policy in order to access this webinar.
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.
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.