2025 CAS Leadership Summit and Council Meetings

Time

Topic

AM and PM

Council Meetings at Virginia Tech Executive Briefing Center
900 N Glebe Rd, Arlington, VA

• Admissions Council
• Engagement Advisory Council
• International Council
• Professional Education & Planning Council
• Research Council and Publications Advisory Council

CAS Vice Presidents and Staff will provide details on Council Meetings to their respective Councils. Leadership Summitt invitees whose volunteer working group does not report to a Council above may arrive later on Monday in time for the Community Outreach Activity.

4:00 P.M. - 5:00 P.M. 

Executive Council Meeting at CAS Office
4350 Fairfax Drive, Suite 250, Arlington, VA

For Executive Council members only.

5:00 P.M. – 5:45 P.M.

“Pack the Future” Community Outreach Activity at the CAS Office (Optional)
4350 Fairfax Drive, Suite 250, Arlington, VA

Summit attendees are invited to visit the CAS Office and help assemble Actuarial Career Kits (calculators, pencils, and information about the actuarial career) for elementary school students during this optional activity.

6:15 p.m. – 9:00 p.m.

Dinner and Games at Punch Bowl Social
4238 Wilson Blvd, Suite 1180, Arlington, VA (Ballston Quarter mall)

Join your fellow Summit attendees at Punch Bowl Social for a mix of networking and gaming. Our dinner venue offers a vibrant atmosphere, diverse menu, and wide range of entertainment options, including bowling, arcade games, and karaoke.

Time

Topic

7:30 - 8:30 am

Breakfast Buffet

8:30 –
8:45 am

Welcome Remarks and Introductions, Barry Franklin, FCAS, CAS President-Elect

8:45 –
9:45 am

State of the CAS, Barry Franklin, FCAS, CAS President-Elect and
Victor Carter-Bey, DM, CAS CEO

The CAS Board of Directors approved a new Strategic Plan in November 2024, followed by the Year One FY 2025 Operational Plan. Barry and Victor will provide an overview of recent strategic initiatives being addressed by CAS leadership, including an update progress on the FY 2025 Strategic Plan goals.

9:45 –
10:30 am

FY 2026 Year Two Strategic Plan Goals, Barry Franklin, FCAS, CAS President-Elect and 
Victor Carter-Bey, DM, CAS CEO

The Year Two Strategic Plan Goals will be adopted by the CAS Board of Directors in August. These goals are intended to build on Year One achievements, provide clear strategic direction for volunteers and staff, and align with the budget development and approval cycle. Barry and Victor will review the goals to tee up a discussion of how each functional area within the CAS will contribute to achieving the goals in FY 2026.

10:30 –
10:45 am

Networking and Refreshment Break

10:45 –
11:45 am

Strategic Snapshots: Lightning Round Insights on Strategic Plan Goals from CAS Leaders

Most functional areas within the CAS will be meeting the day prior to the Summit, where they’re asked to start making plans for contributing to the achievement of the Year Two Strategic Plan Goals. During this interactive session, CAS Vice Presidents and their staff Chief counterparts will report out on key takeaways resulting from their discussions with volunteer and staff chairs the day prior. Our lightning round format will inform on areas of focus in the coming year, while highlighting areas for cross-functional collaboration.

11:45 am –
12:45 pm

Lunch and Networking

12:45 –
2:15 pm

Live Negotiation Training: Skills for Effective Leadership, Frank Chang, FCAS, Chair, CAS Board of Directors

Sharpen your negotiation toolkit in this fast-paced, hands-on workshop. Attendees will be assigned to one side of a real-world negotiation scenario and immersed in live bargaining, giving you the chance to test strategies, respond to shifting dynamics, and adapt in real time. A guided debrief will then distill lessons learned, highlight best practices, and translate them into practical take-aways you can use immediately in boardrooms, committee meetings, and everyday leadership conversations.

2:15 –
2:30 pm

2:30 –
3:20 pm

Year Two Strategic Plan Goal Deep Dive – Reinforcing our Differentiated Brand

One of our most important Year Two Strategic Plan Goals centers on strengthening how the world sees the CAS. This session will focus on how we will utilize new CAS brand assets and messaging to clearly differentiate and promote the value of the CAS and our P&C expertise and offerings to key stakeholders.

As a CAS leader, you’ll learn more about the work planned to elevate the CAS brand, amplify our visibility, and position our credentialing pathway as the standard of excellence in the actuarial profession. You’ll also discover ways you can contribute to advancing this effort across the organization.

3:20 –
3:30 pm

Closing and Adjourn, Barry Franklin, FCAS, CAS President-Elect