Additional Information

Continuing Professional Development Credit

Continuing Professional Development

The SOA Continuing Professional Development (CPD) Requirement was effective on Jan. 1, 2009 and members must report compliance annually as of each Dec. 31. Members must meet the Basic Requirement provisions of Section B or one of the Alternative Compliance provisions of Section C of the SOA CPD Requirement.

The SOA believes that sessions at this symposium may be suitable for fulfilling continuing professional development (CPD) requirements. The maximum number of credits you may apply is:

  • 15.10 credits for the seminars and 16.5 credits for the Symposium can be applied towards the “Qualification Standard for Actuaries Issuing Statements of Actuarial Opinion” and our “SOA Continuing Professional Development Requirement.
  • 12.60 credits may be applied toward “The Canadian Institute of Actuaries Qualification Standard—Continuing Professional Development.

The maximum total credit is calculated excluding section breakfasts. Each standard has different rules about how you may recognize different types of credit. Review the rules of the standard you are fulfilling to determine the actual number of credits from this meeting that you will be able to apply toward the requirements. Ultimately, it is the member’s responsibility to make a reasonable, good-faith determination as to whether a continuing education event meets the requirements.

For further information on the requirements, visit
CPD requirements.

U.S. Qualification Standards

The Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States took effect Jan. 1, 2008 and were developed by the American Academy of Actuaries’ Committee on Qualifications, on behalf of the five U.S. actuarial organizations. As applicable, members may use the provisions of the U.S. Qualification Standard to meet the SOA CPD Requirement.

For further information on this requirement, visit the
American Academy of Actuaries.

CIA Continuing Professional Development (CPD) Standard

The Canadian Institute of Actuaries Qualification Standard—Continuing Professional Development was adopted June 11, 2008. As applicable, members may use the provisions of the CIA CPD Standard to meet the SOA CPD Requirement.

For further information on this requirement, visit the
Canadian Institute of Actuaries.

Website Information

This site outlines the schedule for all sessions and provides complete descriptions. A final program and program summary listing all room locations will be distributed at the symposium.

Active participation in the Society of Actuaries is an important aspect of membership. However, any SOA activity that arguably could be perceived as a restraint of trade exposes the SOA and its members to antitrust risk. Accordingly, meeting participants should refrain from any discussion which may provide the basis for an inference that they agreed to take any action relating to prices, services, production, allocation of markets or any other matter having a market effect. These discussions should be avoided both at official SOA meetings and informal gatherings and activities. In addition, meeting participants should be sensitive to other matters that may raise particular antitrust concern: membership restrictions, codes of ethics or other forms of self-regulation, product standardization or certification. The following are guidelines that should be followed at all SOA meetings, informal gatherings and activities:

  • DON’T discuss your own, your firm’s or others’ prices or fees for service, or anything that might affect prices or fees, such as costs, discounts, terms of sale or profit margins.
  • DON’T stay at a meeting where any such price talk occurs.
  • DON’T make public announcements or statements about your own or your firm’s prices or fees, or those of competitors, at any SOA meeting or activity.
  • DON’T talkk about what other entities or their members or employees plan to do in particular geographic or product markets or with particular customers.
  • DON’T speak or act on behalf of the SOA or any of its committees unless specifically authorized to do so.
  • DO alert SOA staff or legal counsel about any concerns regarding proposed statements to be made by the association on behalf of a committee or section.
  • DO consult with your own legal counsel or the SOA before raising any matter or making any statement that you think may involve competitively sensitive information.
  • DO be alert to improper activities, and don’t participate if you think something is improper.

If you have specific questions, seek guidance from your own legal counsel or from the SOA’s executive director or legal counsel.

SOA Presentation Disclaimer

Presentations are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of the Society of Actuaries, its co-sponsors or its committees. The Society of Actuaries does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that sessions are audio-recorded and may be published in various media, including print, audio and video formats without further notice.


Business casual attire is appropriate for meeting sessions and all sponsored events.

Session Recordings

The SOA is offering select 2014 ERM Symposium sessions for download. The MP4 audio recordings will be available to download individually through the ERM Symposium website.

SOA Lounge

The SOA will provide a small bank of computers at the Swissotel Chicago to allow you to access your email during the meeting. We ask that you limit your time to 20 minutes. The SOA Lounge hours and location will be posted at the hotel and listed in the final program.

Free Wi-Fi!

Complimentary wireless Internet access will be available to all 2014 ERM Symposium attendees in the main meeting space. This meeting benefit will allow all attendees to access all meeting information while on-site, and make it easier to stay in touch with their offices while traveling.

Additional Information

For any additional attendee registration questions, please email Society of Actuaries Customer Service at