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RECENT ACADEMY ACTIVITY |
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Only have a minute? Catch up on the week’s top stories with the latest “This Week … In a Minute” video. Subscribe to our YouTube channel to receive videos as they are released.
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Academy Presents at NAIC Fall Meeting
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Academy volunteers and staff presented at the NAIC Fall National Meeting in Hollywood, Fla., covering multiple public policy practice area updates, updates on professionalism activities and issues, and engagement on cross-practice policy issues including artificial intelligence and risk-based capital model governance.
Academy leaders provided policy and professionalism updates to NAIC’s casualty, health, and life actuarial task forces. President Tricia Matson, Actuarial Board for Counseling and Discipline (ABCD) Chairperson William Hines, Actuarial Standards Board Chairperson Kevin Dyke, and Committee on Qualifications member Linda Lankowski led the professionalism presentations.
Update, Briefing, Blog—See the Academy’s NAIC presentations on the Academy Resources webpage, and look for more details in the December Actuarial Update, coming later this month. And, look for a post-NAIC briefing and an Actuarially Sound blog post, coming next week.
Academy Law Manuals Available for Preorder
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The Academy’s annual life & health and P/C loss law manuals are available for preorder.
Life and Health Law Valuation Manual—The Life and Health Valuation Law Manual, updated annually, contains information to help appointed actuaries know the requirements of the NAIC model Standard Valuation Law and the model Actuarial Opinion and Memorandum Regulation. Preorders are now available for the 2026 edition—place your preorder today.
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P/C Loss Reserve Law Manual—The P/C Loss Reserve Law Manual is designed to help appointed actuaries know the NAIC requirements for annual statements of actuarial opinion. It contains a compilation of insurance laws relating to P/C loss and loss expense reserves for all 50 states, Puerto Rico, and Washington, D.C. Place your preorder today.
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Academy Holds Successful P/C Loss Opinion Seminar
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Dawn Fowle (left) and Kayla Robertson lead a session on practical guidance
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The Academy held a successful 2025 Seminar on Effective P/C Loss Reserve Opinions Dec. 8–9 in Salt Lake City, designed for property/casualty actuaries who prepare statements of actuarial opinion (SAOs). Sessions included SAOs, Risk of Material Adverse Deviation, and actuarial standards of practice, followed by a workshop led by members of the Opinion Seminar Subcommittee.
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“No matter how many times you attend, you will always learn something new at the P/C Loss Opinion Seminar,” said subcommittee Vice Chairperson and incoming Chairperson Kayla Robertson. “Unlike some other continuing education opportunities, this event encourages active participation and discussion. This year’s engaged audience made working through attendee questions and workshop scenarios especially rewarding for the faculty who volunteer their time and expertise. Both the faculty and attendees serve as an incredible resource and sounding board for the issues at the forefront of an Appointed Actuary’s mind.”
Register Now for Policy & Professionalism Webinars
Gain some valuable year-end continuing education (CE) credit with upcoming Academy webinars to close out 2025:
Capital Markets Retirement—Next week’s retirement webinar, the annual Capital Markets: What Now? discussion, will feature Pension Committee volunteers addressing how uncertainties such as rising federal debt, demographic shifts, slowing globalization, and technological change add complexity to the market outlook. It’s set for Tuesday, Dec. 16. Register today.
‘Tales From the Dark Side’ Dec. 19—The popular Tales From the Dark Side annual professionalism series featuring ABCD case studies will be held next Friday, Dec. 19. ABCD members Tim Geddes and Cande Olsen will present, along with ABCD Director of Professionalism Ed Lee. Academy General Counsel and Senior Director of Professionalism Brian Jackson will moderate. Register today.
Webinar Covers PBR & VM-31
Friday’s life webinar, PBR: VM-31 as Seen by Regulators, was the annual conversation highlighting principle-based reserving (PBR) reports, VM-31, and more from a regulatory perspective. Moderated by Thomas Reedy and featuring regulators from four states, a replay is available on Academy Learning.
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HEC Releases First ‘Broadening the Focus’ Issue Brief
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The Health Equity Committee (HEC) released Perspectives on Return on Investment, the first issue brief in its “Broadening the Focus: Evaluating Health Care Programs” series. The issue brief provides results from interviews conducted with subject matter experts related to health care program evaluations, with a focus on advantages and disadvantages of traditional financial return on investment (ROI) metrics. Using outputs from these interviews, stakeholder discussions, and other feedback, the HEC will draft a holistic principles-based framework to support evaluating health care programs for release in spring 2026.
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Resource Center—Visit the Academy Resources webpage to stay on top of the latest Academy news and activity.
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Next Week—Free Membership Webinar
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If you’ve joined the Academy this year, join us next week for a free webinar, Maximize Your Membership: A Comprehensive Guide to Making the Most of Your Academy Experience, in which Academy membership staff will highlight the value of your membership. Learn about benefits such as professional development opportunities, networking, and volunteering opportunities, as well as essential membership tools, such as Academy Learning, to ensure you’re equipped with the knowledge to access and utilize live and recorded webinars. It will be held next Wednesday, Dec. 17. Register today.
Review Your Academy Profile
Annually, all Academy members are encouraged to review their Academy profile at least a few times a year to ensure all information remains accurate. Please log in to confirm your actuarial designations, contact details, and Academy online membership directory preferences. Keeping your profile updated helps ensure that your credentials display correctly and that important Academy communications reach you.
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Academy Presents on Public Policy, Professionalism at Actuarial Meetings
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As part of the Academy’s continued service to the profession, Academy volunteers spoke at three actuarial events this week:
- Academy President Tricia Matson participated in an international President's Roundtable of actuarial organizations at the Caribbean Actuarial Association’s annual conference in Trelawny, Jamaica, on Wednesday. Matson shared the Academy's strategic priorities heading into 2026, and discussed the Academy's work related to climate risk—an issue given special attention during the discussion, given Hurricane Melissa that struck Jamaica in late October as a Category 5 storm.
- Medicaid Committee Chairperson Marlene Howard spoke to actuaries at Humana’s Actuarial Community Summit in Louisville, Ky., on Wednesday, covering Medicaid trends, challenges, and future considerations.
- Also on Wednesday, Member-Selected Director Donna Megregian presented “A Look at Ethics and Professionalism” to the St. Louis Actuarial Club. Megregian discussed trends in ABCD cases and requests for guidance, and offered insights on key questions and potential next steps for actuaries facing ethically “gray” situations with illustrative case studies and discussion of Academy professionalism resources.
Speakers Bureau—The Academy Speakers Bureau provides qualified speakers on professionalism and public policy topics.
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Visit the Event Calendar for a complete listing of Academy events.
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Coming Next Week—HealthCheck
In the next HealthCheck, read about the vice presidents’ panel discussion at the Academy Leadership Summit and Governance Transition, where Health Vice President Annette James discussed upcoming Health Practice Council priorities.
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