Past Luncheons

May 2017'Insuring Reputation Risk'
Speaker:Joan Schmit
Description:A discussion of what reputation is, how it is measured and what insurers can do to develop a robust market to insure it.
Full Description
Presentation:No slides available
Apr 2017'Application of Survival Analysis in Modelling Insurance Attrition'
Speaker:Jong Kim
Description:Mr. Jong S. Kim, Ph.D., a professor of statistics at PSU will introduce survive analysis and discuss a case study showing its application to insurance attrition.
Full Description
Presentation:No slides available
Mar 2017'Japanese Insurance Experiences'
Speaker:Yoshiyuki Nagato
Description:Mr. Yoshiyuki “Bob” Nagato, Liaison, StanCorp Financial Gorup/Meiji Yasuda Life Insurance will discuss his experiences working at an insurance company in Japan. He assisted with the cross-border transaction between the U.S. and Japan.
Full Description
Presentation:No slides available
Feb 2017'Portland Economic Outlook'
Speaker:Thomas Potiowsky
Description:Dr. Thomas Potiowsky, Chair of the Portland State University Department of Economics will present recent research projects from the center and the latest economic outlook for the Portland Metropolitan Area.
Full Description
Presentation:No slides available
Jan 2017'SOA Updates'
Speaker:Craig Reynolds
Description:Craig Reynolds, past-President of the Society of Actuaries, will provide an update on recent developments with the Society of Actuaries.
Full Description
Presentation:No slides available
Nov 2016'Tales from the Dark Side: An Actuary Works in Sales'
Speaker:Chris Conklin
Description:Actuaries are often known as being the anti-salespeople, so imagine what a nightmare it would be to become an insurance agent paid solely on commission. Well, Chris Conklin, FSA, left the home office to do just that.
Full Description
Presentation:No slides available
Oct 2016'Investigation into Health Care Co-Op Failures'
Speaker:Elaine Corrough
Description:An investigation into the proximate causes leading to a co-op failing and being taken over by the state and also at the structural causes that undermined the viability of co-ops from the very beginning.
Full Description
Presentation:No slides available
Sep 2016'Casualty Actuarial Society Update'
Speaker:Camille Minogue
Description:Camille Minogue, a board member for the Casualty Actuarial Society, will discuss current CAS activities and future plans including changes to the education process, innovation and other highlights.
Full Description
Presentation:No slides available
Jun 2016'Insurance Company M&A from the inside out'
Speaker:Jeff Hallin
Description:Meiji Yasuda Life of Japan bought The Standard in March. It took over a year from start to finish. Jeff will discuss the transaction’s details, all the pieces that needed to fall into place for success, and the impact on The Standard going forward.
Full Description
Presentation:No slides available
May 2016'Politics and the US Healthcare Market'
Speaker:Robert Walker
Description:Robert Walker, Willamette U. political scientist, will share his perspectives on the politics surrounding US healthcare, especially as the presidential contest heats up. He will also speak to the history and uniqueness of the US healthcare market.
Full Description
Presentation:No slides available
Apr 2016'Forecasting the Next Cascadia Earthquake'
Speaker:Chris Goldfinger
Description:The purpose of this talk is to discuss the science around forecasting the next big earthquake off the Oregon coast. We hope to inform the audience about what we’ve learned about Cascadia earthquakes and what are the implications for Oregonians.
Full Description
Presentation:No slides available
Feb 2016'Autonomous Vehicles and Its Impact on Insurance Industry'
Speaker:Sherry Huang
Description:This talk provides an introduction on the development of automated vehicles and the potential impacts on the insurance industry. We hope to inform the audience about the latest in automotive technology as well as any updates from related CAS studies.
Full Description
Presentation:No slides available
Jan 2016'Actuarial Professionalism.'
Speaker:Carolyn Bahrman
Description:Looking for professionalism credits? Please join Carolyn and Bruce as they provide a quick refresher of the actuarial Code of Professional Conduct and the U.S. Qualification Standards, then act out a few scenes from the everyday life of an actuary.
Full Description
Presentation:No slides available
Nov 2015'The Society Of Actuaries: Setting A Course For The Future Of The Profession.'
Speaker:Craig Reynolds
Description:The SOA is committed to an ongoing dialogue with members and others. During his tour, Craig Reynolds will outline the SOA’s areas of focus, answer questions and ask for your feedback. Your thoughts are the most important part of this meeting.
Full Description
Presentation:No slides available
Oct 2015'Healthcare Industry and the Development of Specialty Pharmacy'
Speaker:Grant Knowles
Description:This presentation will provide insights on where the industry has been and the potential growth expected for the future of specialty pharmacy.
Full Description
Presentation:No slides available
Sep 2015'2015 Market Dislocation and Global Economy'
Speaker:Chris Beaulieu
Description:Discussion will be on the market dislocation of 2015, the effect of China’s real economy, currency, and capital markets on the global economy; and the massive dislocation in the commodities markets including oil, iron ore, and copper.
Full Description
Presentation:No slides available
May 2015'The Ten (or so) Mistakes to Avoid in Your Actuarial Career'
Speaker:Mike Diede, FSA, MAAA
Description:
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Presentation:No slides available
Apr 2015'Mediation: A Process For Conflict Resolution'
Speaker:Kim Ledbetter, FSA
Description:Enter description here
Full Description
Presentation:No slides available
Mar 2015'The Ten (or so) Mistakes to Avoid in Your Actuarial Career.'
Speaker:Mick Diede, FSA, MAAA
Description:Mick Diede, a health care industry veteran with more than 30 years of experience, will share his insights into how to build an actuarial career. Specifically, he will discuss mistakes that should be avoided in order to be successful as an actuary.
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Presentation:No slides available
Feb 2015'Are Public Pension Plans bankrupting their sponsors?'
Speaker:Bill Hallmark, ASA
Description:Pension plans are a very important policy issue, from Social Security to public pensions to the long-term funding of individual retirement. Bill will discuss how public pensions are funded, key metrics and what makes a public entity go bankrupt.
Full Description
Presentation:No slides available
Jan 2015'Intro to Agent Owned Reinsurance'
Speaker:Carolyn Bahrman, FSA
Description:With Bruce Fuller, FSA. Are agent owned reinsurance companies real or are they just concoctions that you find buried in actuarial exam materials related to distribution channels? Please come join Bruce and Carolyn to discover the truth about the ...
Full Description
Presentation:No slides available
Nov 2014'The Impact of ACA on Health Insurance Rates'
Speaker:Michael Sink
Description:Insurance carriers in Oregon have just completed filing their health plans for the 2015 calendar year, considered the second year of the Affordable Care Act (though technically, it will overlap the fifth and sixth years). We will look ...
Full Description
Presentation:No slides available
Oct 2014'3D Printing: An Actuarial Perspective'
Speaker:Rob Thoms
Description:Everyone has heard of 3D Printing. But how much do you really know? I recently attended the CLRS (Casualty Loss Reserve Seminar) Meeting in San Diego. The featured
Full Description
Presentation:No slides available
Sep 2014'The Future of the Society of Actuaries: Priorities and Strategy'
Speaker:Mark Freedman, FSA, MAAA
Description:2014 Society of Actuaries (SOA) President, Mark Freedman, FSA, MAAA, discusses his priorities for the SOA and the actuarial profession.
Full Description
Presentation:No slides available
May 2014'Pet Insurance: An Emerging Field'
Speaker:TJ Houk
Description:A brief historical overview of pet insurance, focusing on market needs and challenges unique to this industry. Pet Insurance companies operate in a young, low-penetrated, and rapidly-growing market.
Full Description
Presentation:No slides available
Apr 2014'Introduction to Life Reinsurance'
Speaker:Carolyn Bahrman FSA MAAA, Bruce Fuller FSA MAAA
Description:For many actuaries, reinsurance is often a black box. Bruce and Carolyn will review the basics of life reinsurance including types of reinsurance, risk transfer rules and basic financial reporting.
Full Description
Presentation:No slides available
Mar 2014'Regulatory Professionalism and Actuarial Qualifications across Disciplines'
Speaker:Laura N. Cali FCAS, MAAA,
Description:Actuaries across all disciplines are bound by professionalism standards, regulatory requirements, and standards of practice. Laura will speak about her experience in navigating these standards as regulator and a practicing actuary.
Full Description
Presentation:No slides available
Feb 2014'Working abroad as an Actuary'
Speaker:Alycia Slyck FSA, MAAA
Description:Recently presented at an annual SOA meeting, Alycia Slyck will be speaking about her experiences working overseas as an actuary as well as her colleagues (from the International Section of the SOA) experiences. The possibilities are endless.
Full Description
Presentation:No slides available
Jan 2014'Genetic Algorithms: What They Are and Why You Want to Know About Them'
Speaker:Brian Charles Grossmiller FSA, MAAA, FCA
Description:This presentation will give an in-depth explanation of genetic algorithms, which effectively explore the solution space without examining every possibility by taking an initial set of solutions and iteratively combining the most successful. In additi
Full Description
Presentation:Download slides here
Nov 2013'Health Care Reform and the Individual Market'
Speaker:Patrick Jou FSA, MAAA, EA
Description:This presentation will explain the key Affordable Care Act provisions set to take effect for 2014 and explore some of the new actuarial issues arising from a rate setting perspective.
Full Description
Presentation:Download slides here
Oct 2013'Mortality Experience Applied to Individual Annuities and Pension Practice'
Speaker:Will Mitchell, FSA Robert Pryor, FSA
Description:Two mortality experience studies released by the Society of Actuaries will be discussed in this meeting. Will Mitchell will talk about the study's application in individual annuities and Robert Pryor will discuss the application in pension practice.
Full Description
Presentation:No slides available
Sep 2013'Solvency II and ORSA Developments'
Speaker:Dana Hunt, FSA Sunil Sen, FSA
Description:This session will provide a brief history of Solvency II and ORSA development, the quantitative and qualitative requirements, and lessons that can be learned for US insurers.
Full Description
Presentation:No slides available
Jun 2013'Executive Compensation in the Crosshairs'
Speaker:Greg Swanson, ASA
Description:Investors, regulators and the media have all taken aim at executive compensation, resulting in copious regulation, lengthier proxy statements, shareholder activism and often . . .
Full Description
Presentation:No slides available
May 2013'An Introduction to the Actuarial Board for Counseling and Discipline (ABCD)'
Speaker:Curtis Huntington
Description:After reviewing the Code of Professional Conduct, we will discuss how the ABCD operates (with an emphasis on Requests for Guidance) and then spend time looking at some hypothetical ethics problems and discuss possible ways to handle them.
Full Description
Presentation:No slides available
Apr 2013'Mathematics Orality and Literacy'
Speaker:Beverly Orth
Description:Research shows learning mathematics parallels the learning of natural language reading and writing. How does a person enter the discourse community of mathematicians?
Full Description
Presentation:No slides available
Mar 2013'Turn That Dial! An Actuary's Experience Working in Television'
Speaker:Emily Hawkins
Description:Learn a little bit about Rentrak's Linear Television products, what types of data are and are not available, and some examples of using actuarial concepts in non-traditional applications.
Full Description
Presentation:No slides available
Feb 2013'Can Healthcare Programs Lower Costs and Improve Quality?'
Speaker:Kelvin Wursten & Mike Emerson
Description:The speakers will discuss some of the actuarial and statistical methods that can be used to determine whether a program has been effective, as well as some of the common pitfalls encountered during the design, analysis, and communication stages.
Full Description
Presentation:No slides available
Nov 2012'A glimpse at the world of P&C Actuarial Work'
Speaker:Michael Harrington
Description:What do those property & casualty actuaries really do and how do they do it? This presentation will give life/health/pension actuaries a glimpse into the world of property & casualty actuarial consulting., including ...
Full Description
Presentation:No slides available
Oct 2012'Actuaries serving on non-profit boards'
Speaker:Sally Manafi
Description:We will have three different speakers this month; Sally Manafi, Charlie Dolezal and Woody Richen. They will be speaking about their experience as actuaries serving on non-profit boards. Actuaries have much to contribute to boards in terms of ...
Full Description
Presentation:No slides available
Sep 2012'Patient Protection and Affordable Care Act'
Speaker:Bill Ely
Description:The Patient Protection and Affordable Care Act signed into law on March 23, 2010 is the most significant reform of the health care system –or at least the health care insurance system – since the introduction of Medicare and Medicaid in 1965
Full Description
Presentation:No slides available
May 2012'New Ideas from an Old Company'
Speaker:Anne Hoot
Description:Why would a 100 year old financial service company launch an Internet start-up company at the end of 2010? In 2010, StanCorp Financial Group (SFG) launched Adaptu, an online ...
Full Description
Presentation:No slides available
Apr 2012'Pension Risk Transfer Strategies'
Speaker:Sean F. O'Flaherty
Description:The talk will review current pension issues and market condition as well as an understanding of the costs related to transfer the risk.
Full Description
Presentation:No slides available
Mar 2012'Making a Difference on Behalf of the Profession'
Speaker:Pamela A. Cone
Description:As the charitable arm of the actuarial profession, The Actuarial Foundation has, for two decades, provided education and research opportunities to the public and the profession. The Foundation delivers math and financial literacy classroom ...
Full Description
Presentation:No slides available
Feb 2012'Group Disability Study'
Speaker:Stephen Garfield FSA
Description:The talk will be a review of the SOA 2008 LTD Experience Study, which was conducted to examine trends in factors that affect valuation of Long Term Disability claim liabilities. Some of these are familiar to all actuaries, notably ...
Full Description
Presentation:No slides available
Jan 2012'Politics in Hard Times'
Speaker:Dr. Jim Moore
Description:The talk will explore the ongoing "Great Slump," the political proposals to revitalize the economy, and how the 2012 elections will play a role.
Full Description
Presentation:No slides available
Nov 2011'Actuarial Data Marts'
Speaker:Michael Dekker, FSA
Description:Actuaries often find themselves using, acquiring and even creating datamarts. During this presentation, Michael will share some of the different ways that actuaries can use datamarts, and provide thoughts about the benefits and pitfalls ...
Full Description
Presentation:No slides available
Oct 2011'Medicare Supplement Refund Calculation'
Speaker:Scott Fitzpatrick, FSA
Description:The NAIC Medicare Supplement Insurance Model Regulation Compliance Manual provides that each year a refund calculation be performed and certified ...
Full Description
Presentation:No slides available
Sep 2011'How to Survive Living to 100'
Speaker:Beverly J. Orth, JD, FSA
Description:Workers in the US, along with their counterparts around the world, face significant challenges in saving enough funds to last a lifetime. Many who plan for increased longevity and purchase insurance products to protect their assets may still ...
Full Description
Presentation:No slides available
Jun 2011'Actuarial Communication: Importance and Improvement'
Speaker:Floyd Chadee FSA
Description:Join Floyd Chadee, FSA, CFO of Stancorp Financial (parent company of Standard Insurance) who will provide his perspectives on the importance of actuarial communications, both within the ...
Full Description
Presentation:No slides available
Apr 2011'PAC Tutoring at Boise-Eliot'
Speaker:Sky Peterka
Description:For five years, members of the Portland Actuarial Club have donated time, energy, and their math skills to help students at Boise-Eliot Elementary-Middle School in Portland improve their math skills and scores. This has been a strictly volunteer ...
Full Description
Presentation:No slides available
Mar 2011'Effective Actuarial Communication'
Speaker:Bradley M. Smith, FSA
Description:Conveying complex issues and possible solutions to the public
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Presentation:
Feb 2011'Oregon Health Insurance Exchange (OHIX): An Update'
Speaker:Bradley M. Smith, FSA
Description:An overview of pending legislation to charter Oregon's Health Insurance Exchange (aka, OHIX) with discussion of: 1) options for governance
Full Description
Presentation:Download slides here
Jan 2011'Real Experiences with 409A'
Speaker:Steve Shearer
Description:In the qualified plan arena the focus for the last few years has been on the Pension Protection Act, but in the non-qualified arena the focus has been on Section 409A of the Internal Revenue Code and its application ...
Full Description
Presentation:No slides available
Nov 2010'Healthcare Reform: Actuarial Aspects and Effects'
Speaker:Jessica Gibbs Michael Sink
Description:The Patient Protection and Affordable Care Act (aka PPACA, or Healthcare Reform) was passed and signed into law March 23, 2010. In the six months that have followed, the environment for the health insurance market has changed
Full Description
Presentation:Download slides here
Oct 2010'Electronic Tolling, Variable Pricing, and the Future of Oregon's Highway System'
Speaker:John A. Charles Jr.
Description:Oregon's highway system suffers from a lack of investment and a severe mismatch between supply and demand at peak hours in urban areas. As a result, traffic congestion is growing and the economy is suffering from a loss of productivity.
Full Description
Presentation:Download slides here
Sep 2010'Multiple Annuity Starting Dates and the Actuarial Profession'
Speaker:David MacLennan
Description:The rules that affect pension actuaries are, for the most part, written assuming a single payment - an annuity or a lump sum. But in real life multiple distributions over time ...
Full Description
Presentation:No slides available
Jun 2010'Winning'
Speaker:Woody Richen, FSA ; Kim Ledbetter, FSA
Description:A group activity and discussion to explore what it means to win and the role of competition, collaboration and cooperation in the outcome.
Full Description
Presentation:No slides available
Apr 2010'Providing Expert Testimony'
Speaker:Scott L. Fitzpatrick, Roger Arockiam, Susan Pierce
Description:The possibility of being asked to provide expert testimony is unsettling for many actuaries. We will be holding a panel discussion with three panelists who will share their experiences and advice regarding providing expert testimony ...
Full Description
Presentation:No slides available
Feb 2010'Scientific Modeling Solutions for the Life & Health Insurance Industry'
Speaker:Derek Blum
Description:In this presentation Derek will explore modeling solutions that have been developed to quantify and manage the risk associated with excess mortality, the influenza pandemic, and mortality improvement.
Full Description
Presentation:Download slides here
Jan 2010'Approaches for Promoting Voluntary Annuitization'
Speaker:Beverly J. Orth, JD, FSA
Description:Including incentives and default approaches and ways to improve annuity pricing.
Full Description
Presentation:Download slides here
Nov 2009'Genes and Orphans'
Speaker:Csaba Mera, MD
Description:Brave new world genetic testing may become a cost driver in the future. Orphan drugs to treat uncommon diseases are already having a cost impact. The combination of genome analysis and customized drug therapies will combine these two scientific
Full Description
Presentation:Download slides here
Oct 2009'Considerations for Product Design and Profit Measurement in a Changing Universal Life Market'
Speaker:Felicite Lamb, ASA
Description:Pressures on the Universal Life (UL) marketplace have resulted in greater demand for products that will carry forward with the least premium possible. Felice will begin the presentation by reviewing the older generation of UL product design and profi
Full Description
Presentation:No slides available

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