November 4-7, 2024 | Hyatt Regency Crystal City, Arlington, Va. | CE Available
AGENDA AT A GLANCE
During check-in at the event on Sunday evening, attendees will be assigned to one of two tracks. The same topics will be covered over the course of this training, but having two tracks allows for a more personal learning experience. Both tracks will have breakfast and lunch at the same times, as well as most breaks.
Check-in for both tracks is on Sunday evening, Nov. 3, from 6 to 8 p.m., and on Monday morning, Nov. 4, starting at 7 a.m.
| TRACK ONE |
| MONDAY, NOVEMBER 4 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9 a.m. |
General Introduction
|
| 9 to 10 a.m. | Asset Adequacy Analysis |
| 10 to 10:15 a.m. | Break |
| 10:15 to 11 a.m. | Professionalism |
| 11 a.m. to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:15 p.m. | Actuarial Opinions |
| 2:15 to 3:15 p.m. | Cash Flow Testing |
| 3:15 to 3:30 p.m. | Break |
| 3:30 to 4:30 p.m. | Introduction to Principle-Based Reserves and Risk-Based Capital |
| 4:30 to 5:30 p.m. | Statutory Accounting and Annual Statement Case Study |
| TUESDAY, NOVEMBER 5 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Life Insurance Reserves—Overview and Formulaic Reserves |
| 9:15 to 9:30 a.m. |
Break |
| 9:30 to 10:45 a.m. | Life Insurance Principle-Based Reserves |
| 10:45 to Noon | PBR Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Reinsurance (Life and Health) |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Annuities |
| 4:15 to 5:30 p.m. | Case Study |
| WEDNESDAY, NOVEMBER 6 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Overview of Health Insurance |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Health Claim Reserves and Premium Deficiency Reserves |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Health Reporting and Special Topics |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Premium Reserves/Assets, Contract Reserves, Disabled Life Reserve, and Health Actuarial Opinions |
| 4:15 to 5:30 p.m. | Case Study |
| THURSDAY, NOVEMBER 7 |
| 7 to 8 a.m. | Breakfast |
| 8:30 to 11:30 a.m. | Exam |
| TRACK TWO |
| MONDAY, NOVEMBER 4 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9 a.m. |
General Introduction
|
| 9 to 10 a.m. | Cash Flow Testing |
| 9:45 to 10 a.m. | Break |
| 10:15 to 11:15 a.m. | Introduction to Principle-based Reserves and Risk-Based Capital |
| 11:15 a.m. to 12:15 p.m. | Case Study |
| 12:15 to 1:30 p.m. | Lunch |
| 1:45 to 2:45 p.m. | Asset Adequacy Analysis |
| 2:45 to 3:30 p.m. | Actuarial Opinions |
| 3:30 to 3:45 p.m. | Break |
| 3:45 to 4:30 p.m. | Professionalism |
| 4:30 to 5:30 p.m. | Case Study |
| TUESDAY, NOVEMBER 5 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Overview of Health Insurance |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Health Claim Reserves and Premium Deficiency Reserves |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Health Reporting and Special Topics |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Premium Reserves/Assets, Contract Reserves, Disabled Life Reserve, and Health Actuarial Opinions |
| 4:15 to 5:30 p.m. | Case Study |
| WEDNESDAY, NOVEMBER 6 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Life Insurance Reserves—Overview and Formulaic Reserves |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Life Insurance Principle-Based Reserves |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Reinsurance (Life and Health) |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Annuities |
| 4:15 to 5:30 p.m. | Case Study |
| THURSDAY, NOVEMBER 7 |
| 7 to 8 a.m. | Breakfast |
| 8:30 to 11:30 a.m. | Exam |
Share
