November 14-17, 2022 | Crystal Gateway Marriott, 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. For those taking the exam on Thursday, breakfast will be served from 7 to 8 a.m. and the exam is scheduled for 8:30 to 11:30 a.m.
Check-in for both tracks is on Sunday evening, Nov. 13, from 6 to 8 p.m., and on Monday morning, Nov. 14, starting at 7 a.m.
Times are subject to change.
| TRACK ONE |
| MONDAY, NOVEMBER 14 |
| 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 | Professionalism Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:15 p.m. | Actuarial Opinions |
| 2:15 to 3 p.m. | Cash Flow Testing |
| 3 to 3:15 p.m. | Break |
| 3:15 to 4:15 p.m. | Introduction to Principle-Based Reserves and Risk-Based Capital |
| 4:15 to 5:30 p.m. | Statutory Accounting and Annual Statement Case Study |
| TUESDAY, NOVEMBER 15 |
| 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 |
| WEDNESDAY, NOVEMBER 16 |
| 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 |
| TRACK TWO |
| MONDAY, NOVEMBER 14 |
| 7 to 8 a.m. | Breakfast |
| 8 to 9 a.m. |
General Introduction
|
| 9 to 9:45 a.m. | Cash Flow Testing |
| 9:45 to 10 a.m. | Break |
| 10 to 11 a.m. | Introduction to Principle-based Reserves and Risk-Based Capital |
| 11 a.m. to 12:15 p.m. |
Case Study |
| 12:15 to 1:45 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 15 |
| 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 16 |
| 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 |
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