November, 15, 2012
Sturbridge Host Hotel, Sturbridge, MA
AGENDA
Optional Morning Session A: (9:15 - 10:15)
Can Actuaries Be Successful Entrepreneurs? (presentation)
Scott Swanay, Sherpa Social Media
Optional Morning Session B: (10:30 - 11:30)
The Role of the CFO in Creating Insurance Company's Value (presentation)
Mark Kaye CFO of of ING U.S. Retirement
Lunch (11:45 - 1:20)
Club Meeting (12:15 - 12:30)
Luncheon General Session: (12:30 - 1:20)
Rhode Island's Quest for Retirement Security (presentation updated 11/9/12)
Mark Dingley, Deputy Treasurer/General Counsel for the Office of the Rhode Island General Treasurer
Breakout Session 1: (1:30 - 2:30)
A: Institutional Income (presentation)
Todd Bryden, VP & Actuary, Prudential's Retirement
Andrea Cordani, Senior Actuary, ING.
B: What Can the National Healthcare Reform Learn From Massachusetts
Ian Duncan, Professor of Actuarial Mathematics, University of California Santa Barbara (presentation updated 11/14/12)
Rina Vertes, President, Marjos Business Consulting, LLC. (presentation updated 11/14/12)
C: Update on AG38 and Principle Based Reserving (presentation updated 11/13/12)
Thomas A. Campbell, Vice President, The Hartford Financial Services Group.
Paul Fischer, Assistant Vice President and Actuary,The Hartford Financial Services Group
D: Annuity Capital Risk Management
Kendrick Lombardo, Consultant, Towers Watson
Michael DuBois, Second Vice President & Actuary, MassMutual (presentation)
Breakout Session 2: (2:45 - 3:45)
A: Issues in Long Term Disability Rating (presentation)
Rick Leavitt, Vice President, Pricing & Consulting Actuary, Smith Group
B: Leading ERM Practices: Model Risk Management (presentation)
Michael Rathje, Vice President - Model Risk Management at The Hartford
Maryellen Coggins, Managing Director. PwC
C: M&A in Current Economic Environment (presentation)
Jack Gibson, Managing Director of Global Mergers & Acquisitions, Towers Watson.
D: State of Life and Annuity Industry
Bryan Pinsky, Senior Vice President & Actuary, Prudential (presentation)
Michael J. Roscoe, Senior Vice President , The Hartford Financial Services Group, Inc. (presentation)
Afternoon General Session: (4:00 - 5:00)
Lessons on Professionalism from an Executive (presentation)
Michael Bell, former Senior Executive Vice President and Chief Financial Officer, Manulife Financial
Sturbridge Host Hotel, Sturbridge, MA
AGENDA
Optional Morning Session A: (9:15 - 10:15)
Can Actuaries Be Successful Entrepreneurs? (presentation)
Scott Swanay, Sherpa Social Media
Optional Morning Session B: (10:30 - 11:30)
The Role of the CFO in Creating Insurance Company's Value (presentation)
Mark Kaye CFO of of ING U.S. Retirement
Lunch (11:45 - 1:20)
Club Meeting (12:15 - 12:30)
Luncheon General Session: (12:30 - 1:20)
Rhode Island's Quest for Retirement Security (presentation updated 11/9/12)
Mark Dingley, Deputy Treasurer/General Counsel for the Office of the Rhode Island General Treasurer
Breakout Session 1: (1:30 - 2:30)
A: Institutional Income (presentation)
Todd Bryden, VP & Actuary, Prudential's Retirement
Andrea Cordani, Senior Actuary, ING.
B: What Can the National Healthcare Reform Learn From Massachusetts
Ian Duncan, Professor of Actuarial Mathematics, University of California Santa Barbara (presentation updated 11/14/12)
Rina Vertes, President, Marjos Business Consulting, LLC. (presentation updated 11/14/12)
C: Update on AG38 and Principle Based Reserving (presentation updated 11/13/12)
Thomas A. Campbell, Vice President, The Hartford Financial Services Group.
Paul Fischer, Assistant Vice President and Actuary,The Hartford Financial Services Group
D: Annuity Capital Risk Management
Kendrick Lombardo, Consultant, Towers Watson
Michael DuBois, Second Vice President & Actuary, MassMutual (presentation)
Breakout Session 2: (2:45 - 3:45)
A: Issues in Long Term Disability Rating (presentation)
Rick Leavitt, Vice President, Pricing & Consulting Actuary, Smith Group
B: Leading ERM Practices: Model Risk Management (presentation)
Michael Rathje, Vice President - Model Risk Management at The Hartford
Maryellen Coggins, Managing Director. PwC
C: M&A in Current Economic Environment (presentation)
Jack Gibson, Managing Director of Global Mergers & Acquisitions, Towers Watson.
D: State of Life and Annuity Industry
Bryan Pinsky, Senior Vice President & Actuary, Prudential (presentation)
Michael J. Roscoe, Senior Vice President , The Hartford Financial Services Group, Inc. (presentation)
Afternoon General Session: (4:00 - 5:00)
Lessons on Professionalism from an Executive (presentation)
Michael Bell, former Senior Executive Vice President and Chief Financial Officer, Manulife Financial