2021 CAS Leadership Summit

Event Details

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10:00 AM - 4:00 PM (ET)

About This Event

Overview

Take your place among the casualty actuarial profession’s volunteer and staff leaders by joining us for the virtual 2021 CAS Leadership Summit on Thursday, September 30.

This year’s Summit will provide you with:

  • A new perspective on change management that will assist you in navigating the organizational changes taking place across the CAS, with a focus on the exams and admissions program.
  • An update on the progress on the Year 1 goals of the CAS’s 3-Year Strategic Plan that was released last November.
  • A report from the CAS’s Risk Management Committee, including how the committee identifies and mitigates risks to the organization – and how CAS leaders can contribute to those efforts.
  • An update from representatives of sister actuarial organizations focused on building diverse leaders and how their organizations’ efforts align with CAS strategies.

The CAS Leadership Summit provides a valuable opportunity for chairs, vice chairs, regional affiliate officers, vice presidents, board members, staff and others to learn new skills, discuss important issues, and contribute to shaping the future of the CAS.  Your participation is vital!

We look forward to seeing you at the Summit!

Event Information

Alternates

If you are unable to attend the 2021 CAS Leadership Summit, please designate a representative from your committee, task force, or regional affiliate as your alternate and forward the name of the representative to Shelby Wolff, CAS Membership and Volunteer Manager at swolff@casact.org.

Connecting to the Summit

The 2021 CAS Leadership Summit will be held virtually via Microsoft Teams. Connection information will be provided to those who register.

Registration Information


There is no registration fee for the CAS Leadership Summit.  To RSVP, please register online by September 27, 2021.

Register

Schedule

(all times are Eastern Time)

10:00 a.m. – 10:10 a.m.

Welcome and Overview of the Summit

Kathy Antonello, FCAS, CAS President-Elect

10:10 a.m. – 10:40 a.m.

Update on Year 1 Goals to Achieve the Envisioned Future
The 3-Year CAS Strategic Plan was released in November 2020 with a set of clearly articulated Year 1 goals. This session will review our Year 1 accomplishments and set the stage for Year 2 goal development.

Victor Carter-Bey, DM, CAS CEO

10:40 a.m. – 11:15 a.m.

Listening Session
Following the update on Year 1 Goals of the Strategic Plan, CAS leaders are invited to share their feedback. Thinking back over the last year, what do you think the CAS has done well and in what areas could the CAS improve? In what areas did the CAS over-perform, and what areas need more attention? This will be a listen-only session for leaders to share their perspectives with each other.

11:15 a.m. – 12:15 p.m.

Developing Diverse Leaders
Representatives of sister actuarial organizations focused on diversity will share their perspectives on building a diverse pipeline of future leaders and how CAS can work together with these organizations towards this goal.

Representatives from:

  • International Organization of Black Actuaries
  • Organization of Latino Actuaries
  • Sexuality and Gender Alliance of Actuaries
  • Network of Actuarial Women and Allies
12:15 p.m. – 12:45 p.m.

Risk Management in the CAS
The Risk Management Committee is responsible for identifying and mitigating risks to the CAS. This session will discuss the work of the committee and how CAS volunteer leaders can contribute to their efforts.

Dave Moore, FCAS, Chair, CAS Risk Management Committee

Todd Lehmann, FCAS, Member of CAS Board of Directors and Risk Management Committee

12:45 p.m. – 1:30 p.m. Lunch Break
1:30 p.m. – 2:15 p.m.

Managing Change in the CAS
This session will discuss the science and behavior of change, using changes planned for the exams and admissions program as an example case study.

Sara Webber, Organizational Transformation Consultant

2:15 p.m. – 3:15 p.m.

Breakout Groups to Discuss Change Management
Each breakout group will adopt a stakeholder perspective (e.g., candidates, employers) and discuss approaches to managing and communicating the exam changes to those stakeholders. Taking into account past changes and how they were managed, what can we all do to ensure the changes are well-received by all stakeholder groups.

3:15 p.m. – 4:00 p.m. Breakout Group Reports and Adjourn
The Summit will conclude with volunteer leaders sharing highlights from breakout group discussions.
Schedule

(all times are Eastern Time)

10:00 a.m. – 10:10 a.m.

Welcome and Overview of the Summit

Kathy Antonello, FCAS, CAS President-Elect

10:10 a.m. – 10:40 a.m.

Update on Year 1 Goals to Achieve the Envisioned Future
The 3-Year CAS Strategic Plan was released in November 2020 with a set of clearly articulated Year 1 goals. This session will review our Year 1 accomplishments and set the stage for Year 2 goal development.

Victor Carter-Bey, DM, CAS CEO

10:40 a.m. – 11:15 a.m.

Listening Session
Following the update on Year 1 Goals of the Strategic Plan, CAS leaders are invited to share their feedback. Thinking back over the last year, what do you think the CAS has done well and in what areas could the CAS improve? In what areas did the CAS over-perform, and what areas need more attention? This will be a listen-only session for leaders to share their perspectives with each other.

11:15 a.m. – 12:15 p.m.

Developing Diverse Leaders
Representatives of sister actuarial organizations focused on diversity will share their perspectives on building a diverse pipeline of future leaders and how CAS can work together with these organizations towards this goal.

Representatives from:

  • International Organization of Black Actuaries
  • Organization of Latino Actuaries
  • Sexuality and Gender Alliance of Actuaries
  • Network of Actuarial Women and Allies
12:15 p.m. – 12:45 p.m.

Risk Management in the CAS
The Risk Management Committee is responsible for identifying and mitigating risks to the CAS. This session will discuss the work of the committee and how CAS volunteer leaders can contribute to their efforts.

Dave Moore, FCAS, Chair, CAS Risk Management Committee

Todd Lehmann, FCAS, Member of CAS Board of Directors and Risk Management Committee

12:45 p.m. – 1:30 p.m. Lunch Break
1:30 p.m. – 2:15 p.m.

Managing Change in the CAS
This session will discuss the science and behavior of change, using changes planned for the exams and admissions program as an example case study.

Sara Webber, Organizational Transformation Consultant

2:15 p.m. – 3:15 p.m.

Breakout Groups to Discuss Change Management
Each breakout group will adopt a stakeholder perspective (e.g., candidates, employers) and discuss approaches to managing and communicating the exam changes to those stakeholders. Taking into account past changes and how they were managed, what can we all do to ensure the changes are well-received by all stakeholder groups.

3:15 p.m. – 4:00 p.m. Breakout Group Reports and Adjourn
The Summit will conclude with volunteer leaders sharing highlights from breakout group discussions.