Registration Information

	CCA Member	EA Meeting Attendee	All Other Participants
Professional Standards Seminar   Sunday, March 25, Noon - 5:00 PM	$195*	$225*	$275*
Business Development and Relationship Management Skills   Sunday, March 25, Noon - 5:00 PM	$195*	$225*	$275*
Public Plans Update   Wednesday, March 28, 2:00 - 6:00 PM	$165*	$200*	$235*
2012 Pension Symposium     Wednesday, March 28, 2:00 - 6:00 PM    Continued on   Thursday, March 29, 8:00 AM - Noon	$360*	$385*	$415*

*Registrations received four business days out from seminar date are considered on-site and are an additional $70.

Space is limited and available on a first come, first-served basis. Registrations are only processed when accompanied by full payment.

All cancellations must be in writing (fax 847/719-6506). Cancellations received on or before 3/1/12 are refunded full fee less 25% administration fee.

Cancellations received after 3/2/12 are refunded full fee less 50% administration fee.

No refunds 15 business days before the seminar.

Professional Standards Seminar
Sunday, March 25, Noon - 5:00 PM
Credits: EA Core 2.9, EA Core/Ethics 2.5

Panelist:
John T. Stokesbury - Deloitte Consulting LLP

Code of Professional Conduct, ASOPs, Qualification Standards, EA Regulations – pension actuaries are surrounded by professionalism criteria. How can we be sure that we are meeting all of these requirements? How does our Code and Professional Standards benefit us and our clients? Are our Code and Standards serving their purpose? What can I and/or my employer do to mitigate exposure? What should we do if we make a mistake? What should I do if I know of a breach of the Code or Standards? What happens to actuaries who breach the Code or Standards?

In addition to providing a basic review of the Code, Standards and ABCD, the presenters at this session, including current and former ABCD members, describe a variety of ethical scenarios on dilemmas that can happen daily to actuaries. Audience members are asked to analyze, discuss and debate their views of these situations and propose what they believe should be the outcome. This seminar is a great opportunity to get an update on Professional Standards, while getting a behind the scenes look at how the ABCD functions, and delving into ethical situations that can happen on a regular basis. Consider attending this informative, retirement benefits focused seminar on Professional Standards and ethics.

Business Development and Relationship Management Skills
Sunday, March 25, Noon - 5:00 PM
Credits: EA Noncore 5.4

Panelist:
Thomas A. Swain - Bryan Pendleton Swats & McAllister LLC
Alice P. Stuart - Towers Watson

You know the numbers. You’ve got the credentials. But there's more to being a successful consulting actuary than taking actuarial exams. Good consulting involves understanding and meeting client needs. In this interactive workshop, attendees will learn and practice the fundamental skills necessary for client relationship management and business development. Led by several experienced consulting actuaries, the session includes a variety of case studies and exercises for a hands-on, practical learning experience that can be immediately applied with clients. This session is designed to benefit consulting actuaries who have 0-5 years of experience in consulting with clients, either as part of a team or as the lead consultant.

Public Plans Update
Wednesday, March 28, 2:00 - 6:00 PM
Credits: EA Noncore 4.2

Panelist:
Lance J. Weiss - Gabriel Roeder Smith & Company
Alan W. Milligan - CalPERS
Robert M. May - Rudd & Wisdom Inc.
Thomas B. Lowman - Bolton Partners, Inc.
David T. Kausch - Gabriel Roeder Smith & Company
Paul Angelo - The Segal Company

Public plans continue to be the focus of attention the media, researchers, regulators and policy makers. Speakers at this seminar examine the funding, accounting and plan design issues as well as other challenges currently facing public pension plans in the US. Presenters then focus down on how a disciplined review of funding policies and financial disclosures might both reveal some causes and provide some solutions to those challenges. Included in the discussion is the following:

2012 Pension Symposium
Wednesday, March 28, 2:00 - 6:00 PM
 Continued on
Thursday, March 29, 8:00 AM - Noon

Description Forthcoming