Past Luncheons
| 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 Full Description |
| 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 |