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2010 Annual Meeting Presentations
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17th Annual Meeting Presentations

Jarrett Cabell, FCAS

Jarrett Cabell is an IABA Chicago Affiliate Co-Leader and is employed by Allstate in Northbrook, IL. Jarrett received his FCAS designation in 2009.

Kezia Charles, ASA, EA, MAAA

Kezia Charles is an IABA Washington DC Affiliate Co-Leader and is a consulting actuary for retirement systems at Towers Watson in Arlington, VA. Kezia received her ASA designation in 2007.

Jarrett and Kezia's Presentation: College Outreach- You Can Be An Actuary!


Jeffrey Coutts, FSA, FCIA, MAAA

Jeffrey Coutts is the Vice President of Profitability, Risk and Implementation Management for Lincoln Financial Group. His
areas of responsibility include Product Pricing Review, Profitability and Risk Management, Product Implementation management, and Asset Liability Management for all Individual Life & Annuity, and Group Protection products. Prior to assuming his current role, Coutts was the Head of Product for Lincoln’s Employer Markets division. Coutts’ key responsibilities included product management, product development and pricing, profitability management, and enterprise-wide funds management. Coutts also served as Vice President and Corporate Actuary for Jefferson Pilot Financial prior to the merger of Lincoln and Jefferson Pilot, where his role included Mergers & Acquisitions, strategic planning, capital planning, and rating agency relations. Coutts began his insurance career in 1992 working for North American Life in Winnipeg, Manitoba, Canada, and joined Jefferson Pilot in 1996. Coutts earned a Bachelor of Commerce degree majoring in Actuarial Science in 1992 from the University of Manitoba in Winnipeg, Canada. He is a Fellow of the Society of Actuaries and also holds FCIA and MAAA designations.

Jeff's Presentation: Hedging Variable Annuity Guarantees


Anne E. Crumlish, FSA, MAAA

Anne is a senior consultant and actuary in the Health Management Practice in Atlanta. She has been in the health and welfare consulting industry for over 8 years. In her role at Hewitt, Anne is responsible for managing a wide variety of consulting engagements related to broad health and welfare benefits. Her work focuses on the strategy, design and financial issues surrounding all types of benefit programs. Anne is a key member of Hewitt’s health care reform team and its efforts to sway the impact of health care reform. In addition to educating clients about the various reform proposals, she prepares written testimony and other comments for Congress to inform and influence them as they develop the details
of health care reform. Anne earned a B.A degree in Mathematics from Colby College and her Masters in Mathematics from the University of Texas in Austin. Anne is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Anne also represents Hewitt on the Corporate Advisory Council of the International Association of Black Actuaries.

Anne's Presentation: Health Care Reform Happened, Now What?


Matthew Duke

Born in Trinidad and Tobago, Matthew Duke came to the United States in summer 1997 and attended Uniondale High School on Long Island, NY. After which he went to Stony Brook University for a major in Applied Mathematics & Statistics, Economics, and a minor in Business which was funded in part by scholarships received from the University, as well as from the Society of Actuaries (SOA) and the International Association of Black Actuaries (IABA). During his junior year, Matt attained a summer internship with Travelers in their Actuarial Leadership Development Program (ALDP) in Personal Insurance. Upon graduation, he continued to work with Travelers in Hartford CT as a participant of the ALDP in Small Commercial Business Pricing, Construction Reserving, and National Accounts Captive agreements. Currently he is back in Small Commercial Business Pricing where he is responsible for increasing the predictive accuracy of the forecasting tools in management reporting, assist in managing the profitability of the business, and developing other ADLP participants that rotate in his area. Outside of work Matt is an active member of the IABA Hartford CT Affiliate, a member of the Church of the Living God, and is a new motorcycle rider. He also plays the Steel Pan and promises to play for anyone the next time Trinidad and Tobago makes it to the world cup.

Matthew's Presentation: Introduction to Property & Casualty Actuarial


Anthony Ferraro, FSA, MAAA

Anthony is a Corporate Vice President & Actuary with New York Life Insurance Company. He has over 16 years of industry experience, and has specialized in life and annuity product development. He has been with New York life for the last two years. His current position includes the pricing, development, and product maintenance of our Term and Universal Life lines of business. Prior to his current position, Mr. Ferraro was a partner with The Norton Consulting Group, LLC, where he managed and participated in a wide range of life insurance projects. Sample projects included product design, pricing and implementation of life and annuity products, risk analysis of secondary guarantees, and actuarial support of state and SEC filings. Mr. Ferraro has participated on a number of Industry committees, including the current Academy’s Principles Based Working Group, and Nonforfeiture Work Group. He has spoken at ASNY, Valuation Actuary Symposium, & the Harford Actuary’s Club. A graduate of New York University (1992), with a Bachelor of Arts degree in Chemistry, Mr. Ferraro is a Fellow of the Society of Actuaries since 2000 and a Member of the American Academy of Actuaries since 1998.

Anthony's Presentation: Not Yet available Online


Gary Ganci, FCAS, MAAA

Gary is Vice President and Actuary in Travelers Enterprise Risk Management area. His primary responsibilities include modeling the economic capital needs of the firm, and integrating model results into strategic, risk-based decision making. He has over 19 years of industry experience and has been with the Travelers since 2003. Prior to joining the Travelers, Gary worked for Kemper Insurance in Chicago and Colonial Penn Group in Philadelphia. Gary is a fellow of the CAS and member of the AAA.

Gary's Presentation: ERM from a P&C Perspective.


Tara Hansen, FSA, MAAA

Tara Hansen is a Senior Actuarial Advisor in the Insurance and Actuarial Advisory Services practice of Ernst & Young and is based in the firm’s New York office. She has previously been based in the Atlanta and London, UK offices of Ernst & Young. Ms. Hansen has over 15 years of experience in the life insurance industry, with an emphasis on advanced financial reporting and mergers and acquisitions. Ms. Hansen has worked not only on advisory assignments in the United States, but has also been involved with projects in Bermuda, the Republic of Ireland, Switzerland and the United Kingdom. Prior to entering actuarial advisory services, Ms. Hansen was involved with the financial reporting department of a major credit life and health insurance company. Ms. Hansen holds a Bachelor of Arts in Mathematics from the University of Miami, Coral Gables, Florida. She is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Ms. Hansen is co-author of an Ernst & Young white paper “FAS 133 Implementation Issue B36, Implications for the Financial Reporting of Reinsurance” and has published in industry periodicals. She is also a frequent speaker at SOA and other industry meetings on financial reporting topics such as principles-based reserves, fair value and international financial reporting standards, including Phase II. She is a member of Ernst & Young’s IFRS Phase II Insurance Working group, an
international group of Ernst & Young actuaries and accountants developing a global strategy related to IFRS Phase II.


Gareth Kennedy, ACAS, MAAA

Gareth Kennedy is a Manager in the Insurance and Actuarial Advisory Services practice of Ernst & Young and is based in
the firm’s Chicago office. Mr. Kennedy joined Ernst & Young in 2006 and has over ten years of experience as a property and casualty actuary. Prior to joining Ernst & Young, Mr. Kennedy was employed by a large accounting firm in Chicago and in London. Mr. Kennedy has extensive experience in reserving for personal and commercial lines insurance companies. In particular his work included performing an evaluation of the associated liabilities on a fair value basis. This involves estimating the future cash flows associated with insurance contracts, the time value of money and an appropriate risk margin. In addition, Mr. Kennedy has GAAP conversion experience from a year working on a UK to US GAAP conversion for a major European insurance company. Mr. Kennedy serves as Ernst & Young’s International Financial Reporting Standards (IFRS) property and casualty actuarial subject matter professional in the United States. He is also a member of Ernst & Young’s Global Insurance Working Group. Mr. Kennedy has presented at actuarial conferences and written
articles on the possible effects of IFRS for insurance companies upon the completion of the insurance contracts standard.

Furthermore, Mr. Kennedy has provided IFRS diagnostic services to insurance companies. Mr. Kennedy has a Master of Physics degree with honors in Theoretical Physics from the University of Lancaster in the United Kingdom. He is an Associate of the Casualty Actuarial Society (ACAS) and a Member of the American Academy of Actuaries (MAAA). Mr. Kennedy currently serves on the American Academy of Actuaries Financial Reporting Committee and was a member of the task force that commented on the International Accounting Standards Board’s discussion paper on accounting for insurance contracts and the associated Financial Accounting Standards Board’s Invitation to Comment. He is also a member of the American Academy of Actuaries’ Governance Task Force and the Casualty Actuarial Society’s Task Force on Basic Education Internet Modules.

Tara and Gareth's Presentation: The New Insurance Contracts Accounting Standard: History in the making.


Curtis Huntington, FSA, MAAA, FCA, COPA

Curtis is Professor of Mathematics and Associate Chair in the Department of Mathematics at the University of Michigan. He retired from New England Mutual Life (Boston) in 1993 after 28 years of service as Corporate Actuary and Auditor. A former Vice President of the Society of Actuaries, Mr. Huntington is currently Vice Chairperson of the Actuarial Board for Counseling and Discipline (ABCD). He is the Auditor for the International Actuarial Association and a Fellow in the Lebanese Actuarial Association and the New Zealand Society of Actuaries.

Curtis' Presentation: Professionalism -Aug 6.

Curtis' Presentation: ABCD's of Professionalism - Aug 7.


John B. King-Beckles, CLU , FLMI

King-Beckles is Associate Vice President, Operations Relationship Management for Nationwide Financial. King-Beckles has been in the Financial Services industry for over 25 years; 20 of those with Nationwide Financial serving in several managerial positions. Currently, King-Beckles is responsible for Operational Relationship Management across Nationwide Financial. In this assignment, he is responsible for working with large Broker/Dealer Firms, Financial Institutions and major Wirehouses to embed Nationwide’s financial products on their platforms. Previous assignments include Asset Retention initiatives programs. In this regard, he has implemented successful conservation programs that have retained large blocks of business, built and strengthened sales force relationships, impacted (trained) Call Center capabilities to retain end customers and has become an advocate for cultural change concerning producers and customers as valuable assets within distribution systems. He became a national speaker on Asset Conservation issues having actively participated in NAVA, LIMRA/LOMA and other industry forums on this subject.Beckles is a graduate of Franklin University (Columbus, OH) and also has a Master of Science degree from The New York Institute of Technology. King-Beckles current serving on the National Board of The Society of Financial Service Professionals, and has been the President of the local Columbus, OH Chapter.

John's Presentation: Why Sound Relationship Strategy is Key in Gaining Market Share.


Stewart Lawrence, FSA, MAAA, EA

Mr. Lawrence joined Sibson Consulting’s New York Actuarial Department in 1977. He became a Benefits Consultant in 1978, a Vice President in 1982 and a Senior Vice President in 1985. Mr. Lawrence was named Manager of the company’s Corporate Consulting Practice for the New York region in 1988. In 2006, he became the National Retirement Practice Leader.

Prior to assuming that position, Mr. Lawrence was Director of the company’s Corporate Practice, a member of its Office of the President, and a member of the Board of Directors. He has special expertise in the design of qualified and non-qualified retirement plans. After the passage of the Tax Reform Act of 1986 (TRA ‘86), Mr. Lawrence developed executive compensation indemnity (ECI) policies to protect senior executives’ unfunded and unsecured non-qualified benefits. Mr. Lawrence is a 1970 graduate of Queens College with a BA in Mathematics. He is a former Chairperson on Financial Executive International’s Committee on Benefits Finance, and former member of the board of directors for the Council on Employee Benefits. Mr. Lawrence has written numerous articles about employee benefits. Mr. Lawrence currently serves on the Editorial Advisory Board of Financial Executive magazine.

Stewart's Presentation: Consulting Skills for The Professional Actuary


Kevin Rease, ASA, MAAA, FCA

Over his career, Kevin Rease has been healthcare actuary, advisor and consultant to health plans, physician groups, hospital systems, government agencies and small employers. Currently he is President and Consulting Actuary with Alpha Delta Healthcare Consulting. Kevin has over 25 years of healthcare experience with extensive expertise in the area of Government Programs (public sector) including Medicare Advantage (MA & Part D), Managed Medicaid and State Health Plans. During 2007 and 2008, Mr. Rease led multiple national actuarial teams in completing Medicare Advantage MA and Part D Bid reviews and audits as a CMS (Centers for Medicare and Medicaid Services) subcontractor for Mercer’s Government
Human Services Consulting (GHSC) practice in Atlanta. Before joining Mercer, Kevin was the Chief Life & Health Actuary at the Ohio Department of Insurance where he coordinated the actuarial review, analysis and approval/disapproval of all individual and group health, long term care, life, annuity and disability product, form, methodology and marketing material filings.

Kevin's Presentation: Not Yet available Online


Corinne Russell, ASA, EA, MAAA

Corinne is a Senior Associate and consulting actuary in the Retirement Business of Mercer and is based in the Tampa, Florida office. She has thirteen years of experience in traditional actuarial and special project consulting for defined benefit retirement plans. She has consulted for clients in the private and public sectors and non-profit organizations including large Fortune 500 companies as well as small to mid-size companies. Corinne joined Mercer in New York in 1997 and transferred to the Tampa office in 2003. In addition to her consulting role she also serves as the Tampa Office Operation Leader. Corinne is an Associate of the Society of Actuaries, an Enrolled Actuary and a member of the American Academy of Actuaries. She graduated with honors, with a Bachelors Degree in Mathematics from The University of the West Indies in Kingston, Jamaica.

Corinne's Presentation: Final IRS Regulations Under The Pension Protection Act


Eric Sherman, FSA, MAAA, CFA

Eric is a Vice President & Actuary with New York Life Insurance Company. He is the Financial Reporting Officer of the Retirement Income Security business unit. Eric focuses on financial reporting and valuation of Individual Annuities. He joined New York Life in 1994 as part of the actuarial intern program and came back as a full time actuarial student in 1995. He has worked in several areas of the Company prior to my current role, including Human Resources, Group Insurance, Individual Life Pricing, Cash Flow Testing, and Individual Annuity Pricing. Eric is a graduate of Cornell University and a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries, and holds a Chartered Financial Analyst designation.

Eric's Presentation: Performance Tips and Career Advice


W. St. Elmo Whyte, B.Sc. (Hons), FIA

W. St. Elmo Whyte read for the Bachelor of Science Honors Degree in Mathematics at the University of the West Indies and thereafter spent over twenty-three (23) years in the Life Insurance Industry rising to the position of Vice President in one of the then largest such companies in the Caribbean. He has served as Director with a number of companies including General Insurance, Stockbrokers, Mutual Funds. He is also co-founder and Director of FIRM Insurance Brokers Limited. He has also served as a Trustee for a number of Pension Plans. W. St. Elmo Whyte is a Fellow of the Institute of Actuaries, the Institute being a professional institution based in the United Kingdom. He is currently a Senior Lecturer in the Mathematics Department of the University of the West Indies (Programme Director for Actuarial Science) and a Consulting Actuary. President-Elect of the Caribbean Actuarial Association 2006 to 2008, President of the Caribbean Actuarial Association 2009 to 2010; Member of the Government of Jamaica: Pension Reform Committee; Technical Committee on Phase 2 of the Pension Reform, Co-Author of book entitled Handbook on Personal Financial Planning.

W. St. Elmo's Presentation: Insurance Reform in the E.S. Caribbean


Jay Vadiveloo, PhD, FSA, MAAA, CFA

Jay Vadiveloo is a Consulting Actuary in the Towers Watson Risk & Financial Services practice in Hartford, CT, and is also the Towers Watson Professor at the University of Connecticut where he manages the newly endowed Janet & Mark L. Goldenson Center for Actuarial Research. Jay has a doctorate in statistics from the University of California, Berkeley, is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a Chartered Financial Analyst. Jay has over 25 years of experience with the life insurance industry which includes senior level appointments at Connecticut Mutual, Mass Mutual, Aetna Financial Services, ING, Deloitte Consulting, and most recently, Watson Wyatt.

Jay's Presentation: Replicated Stratified Sampling

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