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Tales From the Dark Side: Trick or Treat!

Professionalism Webinar
Tales From the Dark Side: Trick or Treat!
Oct. 30, 2020 | 1 p.m. to 2:30 p.m. EDT | USQS CE and JBEA CPE Eligible

Slides and audio are now available. To view them, log in to your Academy member account.

REGISTRATION FEES:

  • Members: $50
  • Nonmembers: $100
  • Student Rate: $5 (Contact profwebcast@actuary.org to register.)
    Available to undergraduate or graduate students who are not credentialed actuaries. You will need to register with your .edu email address
  • Group Registration: $250 (read the policy)

Eligible Academy volunteers and government regulators are invited to attend free of charge. If you are an Academy volunteer, you are eligible if you are a member of an Academy committee (including boards, committees, subcommittees, work groups, task forces, etc.) and also are qualified for either a partial or total dues waiver during 2020. Contact Doreen Hoyle at Profwebcast@actuary.org to register.

ABOUT THIS WEBINAR

Highly attended and popular in each of the past three years, this latest iteration explores examples of ethical problems based on cases and requests for guidance that have been brought before the Actuarial Board for Counseling and Discipline (ABCD).

In the course of performing their work, actuaries are sometimes confronted with ethical issues that are difficult to resolve. Using examples inspired by their experiences on the ABCD, our presenters—all of whom are ABCD members—describe the reference points actuaries should look to in each case to stay on the right side of the Code of Professional Conduct. They also discuss the information and guidance the ABCD has provided to practicing actuaries in such situations through the ABCD’s request for guidance process. Review this professionalism webinar and learn how to avoid the dark side.

We believe in good faith that attendees will have the opportunity to earn up to 1.8 continuing education (CE) credits and 1.8 core ethics continuing professional education (CPE) credits under Joint Board for the Enrollment of Actuaries rules.

SPEAKERS

  • Albert Beer, MAAA, FCAS
    Member, Actuarial Board for Counseling and Discipline

  • David Driscoll, MAAA, FSA, FCA, EA
    Member, Actuarial Board for Counseling and Discipline

  • Godfrey Perrott, MAAA, FSA
    Member, Actuarial Board for Counseling and Discipline

MODERATOR

  • Brian Jackson
    Academy General Counsel and Director of Professionalism

The opinions expressed by the panelists during this presentation do not necessarily represent the opinions of any of the panelists’ employers or any boards or committees of the Academy.

CONTINUING EDUCATION AND JBEA CPE CREDIT
The American Academy of Actuaries believes in good faith that attendance at this live professionalism webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.8 organized and professionalism continuing education (CE) credits for attending this live webinar.

We also believe in good faith that Enrolled Actuaries may earn 1.8 continuing professional education (CPE) core ethics credits under the JBEA rules for attending this live webinar. However, the JBEA ultimately determines what constitutes core, non-core, ethics, or non-ethics continuing education and the number of CPE credit hours allocated to same for Enrolled Actuaries.

NOTE ON JBEA CPE CERTIFICATE OF ATTENDANCE
You will not be able to receive a certificate of attendance for listening to any recorded webinars. In order to receive a JBEA CPE Certificate of Attendance you must attend the live event, follow the instructions provided during the live event, and request your certificate by completing the online form within 30 days of attending the live event.

Under the JBEA regulations, there must be three or more people involved in substantive pension services physically present at your webinar location to constitute formal CPE. However, the JBEA on August 10 announced that it is waiving the physical presence requirement for CPE credit for any formal programs conducted from Jan. 1, 2020, through Dec. 31, 2022. The Joint Board made this decision due to the hardships that the COVID-19 pandemic has caused, particularly those involving traveling to and participating in gatherings requiring close contact with others. 

Enrolled actuaries are still required to earn the same number of credit hours under formal programs that would otherwise be required. Although the physical presence requirement is temporarily waived, the other requirements for a formal program continue to apply, including all requirements for a qualifying program under the Joint Board regulations, attendance by at least three participants engaged in substantive pension service, and an opportunity for participants to interact with the instructor during the program. In addition, the certificate of completion or instruction issued by a qualifying sponsor of the program must indicate that the program is a formal program.

GROUP REGISTRATION POLICY
While many people are working remotely, the Academy is offering group registrations to employers of our members. The registrant must be an Academy member and must provide the names and email addresses on behalf of the employer of all attendees by emailing webinargroups@actuary.org. An Excel document is preferred. Attendee names must be submitted within 24 hours of the webinar. Please make sure to specify the name, date, and time of the webinar your group is planning to attend. Failure to submit attendee names will result in no longer being able to register your group for future webinars.

The registrant will receive one computer connection (link) to the webinar. You can then use a platform of your company’s choosing (Zoom, WebEx etc.)* to stream the live event to remote attendees. The registrant is also responsible for making this live webinar presentation accessible to group attendees, who must be employees of the same company. There are no phone connections provided by the Academy with this registration—audio will be streamed via the web.

* The Academy does not take responsibility for ensuring the live webinar can be seen and heard through the registrant’s broadcasting platform. Group registration fees for the live webinar do not include access to the archive recording, except for Academy members who may access an archive of all Academy webinars in the members-only section of the Academy’s website.

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