Professionalism

Jay Jaffe, FSA, MAAA
Elliot Chanen

The session has been designed for both newer and more experienced actuaries. It will cover the following specific topics:

  • The concept of professionalism
  • Email professionalism
  • Conflicts of Interest
  • Professionalism inflection points

Each topic will be quickly presented and be followed by a discussion. The goal of the program is to expand actuaries’ understanding and involvement with professionalism.

Jay Jaffe, FSA, MAAA is President of Actuarial Enterprises, Ltd. He provides actuarial and marketing consulting services to insurance companies, banks, and insurance agencies/TPA’s. In addition to being a frequent speaker at actuarial meetings, Jay has made presentations to numerous insurance and marketing conferences throughout North American, Europe, and Australia. He has been a frequent author for Bests, Direct Marketing, The National Underwriter and several actuarial publications. Because of Jay’s experience in both actuarial science and marketing, he provides a very unique perspective to his clients. He is particularly adept at developing new and innovative insurance products and programs. One of his best-known concepts is the “Dog Bone New Product Rating System.” Jay earned his AB at Brown University in 1962 and his MS at MIT in 1964.

Elliot Chanen is a Consultant at The Terry Group just starting down the actuarial path. He graduated from Stanford University in 2016 with a BS in Mathematical and Computational Science. After a post-graduate gap year, during which Elliot traveled and pursued passions, he returned to his home town of Chicago. He started at The Terry Group in September of 2017 and has been sped into crash courses on data science, predictive analytics, health care, and the actuarial path as a whole. Elliot passed his first exam (P) in September and (***by the time the event happens, will have***) passed his second exam (FM) in February. When Elliot is not studying for exams, he enjoys playing card games and cheering for Chicago sports teams.

Workshop Presentation

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