See the Future First – Lessons Learned and Life after the Financial Crisis

location | date | committee | speakers | theme/who attends | transportation | antitrust | accreditation/continuing ed

Location
Ritz-Carlton, Lake Las Vegas
View the hotel information

Date
February 28 – March 3, 2010

2010 Committee
ReFocus 2010 Committee

Speaker Information
View the speaker information
View the list of speakers and their biographies

Theme & Who Should Attend

ReFocus 2010: See the Future First is a conference for senior-level life insurance and reinsurance executives, jointly sponsored by the American Council of Life Insurers and the Society of Actuaries. ReFocus 2010 will focus on "Lessons Learned and Life after the Financial Crisis" and includes top-notch speakers, forward-thinking sessions, and superior networking opportunities to interact with the who's who of the life and reinsurance industry.

Who Should Attend
Chief executive officers, chief financial officers, chief risk officers, chief actuaries, chief underwriters, senior-level professionals responsible for reinsurance in their companies and senior management from companies that supply services to the reinsurance sector, investment bankers, rating agency staff and regulators.

Transportation (see the hotel page for more detailed transportation information)
For airport transfers, strip and other car service needs, please contact:
Jaymee Lucas
VIP Reservations
Alan Waxler Group Charter Services
Toll-free 877-792-9537
24-hour dispatch line 702-740-3434
Website: awgcharterservices.com
Email: JLucas@awaxgrp.com

Antitrust Disclaimers

American Council of Life Insurers
The American Council of Life Insurers is committed to adhering strictly to the letter and spirit of the antitrust laws. Meetings conducted under the ACLI's auspices are designed solely to provide a forum for the expression of various points of view on topics described in the programs or agendas for such meetings. Under no circumstances shall ACLI meetings be used as a means for competing companies or firms to reach any understanding—expressed or implied—which restricts competition or in any way impairs the ability of members to exercise independent business judgment regarding matters affecting competition. Accordingly, appropriate objection will be made to any presentation or colloquy that presents a risk from the standpoint of the antitrust laws.

Society of Actuaries
Active participation in the Society of Actuaries is an important aspect of membership. However, any Society activity that arguably could be perceived as a restraint of trade exposes the SOA and its members to antitrust risk. Accordingly, meeting participants should refrain from any discussion which may provide the basis for an inference that they agreed to take any action relating to prices, services, production, allocation of markets or any other matter having a market effect. These discussions should be avoided both at official SOA meetings and informal gatherings and activities. In addition, meeting participants should be sensitive to other matters that may raise particular antitrust concern: membership restrictions, codes of ethics or other forms of self-regulation, product standardization or certification.

ACLI Presentation Disclaimer
The materials contained in the presentations are provided for general information purposes only and are not legal advice. ACLI does not warrant the accuracy or completeness of any information contained therein, and you should consult the appropriate legal and compliance staffs prior to taking any actions based on this information. ACLI did not prepare this information and does not hold any copyrights or other claims to the content of presentations, and therefore cannot authorize any reproductions.

SOA Presentation Disclaimer
Presentations are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of the Society of Actuaries, its cosponsors, or its committees. The Society of Actuaries does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that panel discussions, teaching sessions, lectures, debates and open forums are audio-recorded and may be published in various media, including print, audio and video formats without further notice.

Accreditation/Continuing Education

CPE
Download the CPE Request Form (PDF).
ACLI is registered with the National Association of State Boards of Accountancy, a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219–2417. Web site: www.nasba.org.

Program Level Intermediate (Participants have had some exposure to the subjects). Curriculum will build on basic skills to relate fundamental principles to practical situations and extend them to a broader range of application.

Learning Objectives Upon completion, participants will have a better understanding of the impact of the downturn in the economy and industry lessons learned; learn about the current distribution model and how it works today vs. tomorrow; learn about stock-bond portfolios and how they should be positioned in an unsteady economy; learn how to manage capital market challenges and the impact of government, regulatory, and accounting responses to the crisis; and learn about important aspects of the changing regulatory landscape and determining what works (state vs. federal). Discover new products for today's economic climate while managing existing; review new roles for the chief risk officer after the crisis; review future product portfolios and how to incorporate them in your strategic plan; learn about the continuance of solvency issues. Does company size matter--get middle market perspectives.

Program Prerequisites/Advance Preparation No advanced prerequisite or preparation is required.

Instructional Method Group-live presentations with instructor in room with participants.

Recommended CPE Credits: 14 total hours

 

SOA Continuing Professional Development (CPD)
The SOA Continuing Professional Development (CPD) Requirement became effective on Jan. 1, 2009 and members must report compliance as of Dec. 31, 2010. Members must meet the Basic Requirement provisions of Section B or one of the Alternative Compliance provisions of Section C of the SOA CPD Requirement in order to be deemed compliant.

This conference meets the basic SOA requirements provisions and may be suitable to meet the provisions of an Alternative Compliance standard (please consult the appropriate standard). Below is the maximum number of credits you could receive:

• 19.8 credits can be applied towards the “Qualification Standard for Actuaries Issuing Statements of Actuarial Opinion” and our “SOA Continuing Professional Development Requirement”
  
  
• 16.5 credits can be applied towards “The Canadian Institute of Actuaries Qualification Standard - Continuing Professional Development.”

Ultimately, it is the member’s responsibility to make a reasonable, good-faith determination as to whether a continuing education event meets the CPD Requirement.

For further information on this requirement, please visit the SOA Continuing Professional Development Requirement page.

Continuing Education Credit US Qualification Standard
The Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States took effect Jan. 1, 2008 and was developed by the American Academy Actuaries’ Committee on Qualifications, on behalf of the five U.S. actuarial organizations.

The SOA believes that sessions at this meeting may be suitable for filling this requirement as continuing education under the U.S. Qualification Standards. Ultimately, it is an actuary’s responsibility to make a reasonable, good-faith determination of what CE opportunities will enhance his or her ability to practice in a desired field.

For further information on this requirement, please visit the American Academy of Actuaries website.