Coffee Klatch for Opinion Writers

So, you have a few questions about your upcoming or recent opinion. You probably won't find a better place to get your answers than this session. Or maybe you have resolved an interesting issue in your opinion. Come and share your knowledge and help your fellow practitioners avoid similar problems. Need help making a better presentation to your board or senior management? These panelists are sure to have helpful insight, along with your fellow attendees. The same can be said about interacting with regulators, auditors and even lawyers. Bring your questions and take advantage of the collective experience that will be in this session.

  • Date:Monday, September 13
  • Time:3:00 PM - 4:15 PM EDT
  • Session Type:Concurrent Session
  • Session Code:PD-1
  • Learning Objective 1:Address specific areas of concern of the audience pertaining to the scope and disclosures of the Actuarial Opinion.
  • Learning Objective 2:Open the eyes of attendees to issues faced by peers so attendees can consider if they are facing similar issues or share possible solutions.
  • Learning Objective 3:Learn of changes to NAIC 2021 requirements.
  • Learning Objective 4:Identify common pitfalls when writing Actuarial Opinions.
  • Level of Knowledge:Level 1: No prior knowledge of the subject
  • Moderator:John Wade
Joseph Herbers, ACAS
Pinnacle Actuarial Resources, Inc.
Kathleen Odomirok, FCAS
Michael Toothman, FCAS
Actuarial & Risk Consulting Services
Miriam Fisk
Texas Department of Insurance