Disclosure in the Real World: ASOP No. 41 Case Studies

Webinar panelists Patricia Matson, chairperson of the Actuarial Standards Board (ASB), Al Beer, former ASB chairperson, and Sheila Kalkunte, the Academy’s assistant general counsel, provide attendees with extensive information to identify what constitutes actuarial communications subject to rules and regulations and discuss disclosure requirements and practical considerations regarding disclosures. They use challenging case studies to illustrate how to assess varying ethically significant facts and circumstances to comply with the requirements of the Code of Professional Conduct, actuarial standards of practice (ASOPs), and other applicable regulations.