SOA Podcasts - Society of Actuaries

Young Professional Advisory Council's Jake Davis discusses exam education and career development with Eddie Smith, Director of SOA Exams at The Infinite Actuary and FSA exam instructor. Learn about Eddie's transition from practicing actuary to exam educator, effective study strategies for FSA exams, and how exam preparation has and will continue to evolve.

Join us for a discussion about the SOA and why you should care about the SOA, its purpose, and its strategic plan! In this episode of the Young Professional Advisory Council podcast, YPAC member Carolyn Ellis and guest Gabi Dieguez, SOA board member, discuss the SOA as a professional organization, the roles of employees, members, and volunteers, and dive deep into why the SOA is important to us as actuaries and the critical role volunteers play in the SOA's success now and into the future.

The podcast features Jon Forster interviewing Aree Bly, founder of Alignment Ally and author of "The Sustainable Brain," focusing on the importance of developing comfort with ambiguity for actuaries and other professionals. Aree shares practical examples from her career, such as handling ambiguous data formats in healthcare analytics, and discusses strategies for determining when work is "good enough" without sacrificing quality. The conversation covers tools like the RACI framework for clarifying roles and responsibilities, and offers advice for navigating ambiguity arising from organizational changes. The episode emphasizes the impact of ambiguity on career sustainability and personal well-being, encouraging proactive communication, expectation-setting, and self-awareness. Contributors: Aree Bly; Jon Forster, ASA, MAAA Thanks for listening and don't forget to subscribe! Want to keep up with the latest SOA news? Follow us on our social channels: Instagram: @soactuaries Facebook: Society of Actuaries LinkedIn: Society of Actuaries Twitter: @SOActuaries About Us: With roots dating back to 1889, the Society of Actuaries (SOA) is the world's largest actuarial professional organization with more than 32,000 actuaries as members. Serving as the SOA's research arm, the SOA Research Institute provides objective, data-driven research bringing together tried and true practices and future-focused approaches to address societal challenges and your business needs. It provides trusted knowledge, extensive experience and new technologies to help effectively identify, predict and manage risks. ● Learn more about Influence and other engaging topics relevant for actuaries on the Professional Development Edge Subscription product. https://www.soa.org/prof-dev/pd-edge/

Join Jason Hiquet, FSA, CERA and host Chris Smith, ASA, for an insightful discussion of innovation in insurance. Jason's expertise in the field and advice for those seeking to have an impact is can't-miss for anyone with hopes of driving change in the industry! Want more? Register for the Innovating Inside of Traditional Insurance Work Topic Call on Monday, April 20, 2026 at 1:00 - 2:00 PM ET. Topic calls are live virtual events that allow for engagement and interaction on topics of interest. Note: This episode refers to the Entrepreneurial & Innovation Section. It was recorded in 2025 prior to the transition from SOA Sections to SOA Communities.

Join Tasso Bountouvas, FSA and Carly Mauro, FSA as they give an overview of the main goals and motivations of YPAC. They celebrate 2025 accomplishments and look forward to another exciting year of impact!

The podcast features Jon Forster interviewing Hasham Piperdy about the similarities and differences between Takaful and mutual insurance. Both models emphasize collective risk sharing and returning surplus to participants, but differ in ownership structure, capital provision, and investment restrictions. Takaful adds a layer of Shari'ah compliance, requiring investments to be Islamic and oversight by a Shari'ah board. The discussion highlights that while the models share cooperative principles, Takaful introduces faith-based ethics and governance. Contributors: Hasham Piperdy, FIA; Lisa Schilling, FSA, EA, FCA, MAAA; Jon Forster, ASA, MAAA Thanks for watching and don't forget to subscribe! Want to keep up with the latest SOA news? Follow us on our social channels: Instagram: @soactuaries Facebook: Society of Actuaries LinkedIn: Society of Actuaries Twitter: @SOActuaries About Us: With roots dating back to 1889, the Society of Actuaries (SOA) is the world's largest actuarial professional organization with more than 32,000 actuaries as members. Serving as the SOA's research arm, the SOA Research Institute provides objective, data-driven research bringing together tried and true practices and future-focused approaches to address societal challenges and your business needs. It provides trusted knowledge, extensive experience and new technologies to help effectively identify, predict and manage risks. ● Learn more about Takaful and other engaging topics relevant for actuaries on the Professional Development Edge Subscription product. https://www.soa.org/prof-dev/pd-edge/

The podcast features a conversation with Willis Towers Watson CEO Carl Hess, who discusses his progression from actuary to CEO, emphasizing the importance of analytical skills, communication, and people management in leadership. Carl highlights how technology and AI are transforming the actuarial profession, noting that automation and AI projects at WTW are helping staff focus on more productive work and better utilize unstructured data. He shares personal anecdotes about using music to maintain focus during actuarial exam studies and explains how he stays connected with WTW's employees through informal interactions and modern communication tools. Carl reflects on key career moments and lessons leaned along the way. Carl is joined by Chris Lombardi, Karen Grote, and Jon Froster for this thoughtful conversation. Contributors: Carl Hess, FSA, CERA; Chris Lombardi, FSA, MAAA; Karen Grote, FSA, MAAA; Jon Forster, ASA, MAAA Thanks for watching and don't forget to subscribe! Want to keep up with the latest SOA news? Follow us on our social channels: Instagram: @soactuaries Facebook: Society of Actuaries LinkedIn: Society of Actuaries Twitter: @SOActuaries About Us: With roots dating back to 1889, the Society of Actuaries (SOA) is the world's largest actuarial professional organization with more than 32,000 actuaries as members. Serving as the SOA's research arm, the SOA Research Institute provides objective, data-driven research bringing together tried and true practices and future-focused approaches to address societal challenges and your business needs. It provides trusted knowledge, extensive experience and new technologies to help effectively identify, predict and manage risks. ● Learn more about Influence in the Actuarial Profession and other engaging topics relevant for actuaries on the Professional Development Edge Subscription product. https://www.soa.org/prof-dev/pd-edge/

In this episode of the Get Plugged In podcast originally published in September 2025, host Dale Hall, Managing Director of Research at the Society of Actuaries, is joined by Joe Alaimo, CEO of ProComp Consulting Inc. and Community Advisory Team Member of the Emerging Topics Community. Together, they delve into the findings of a recent roundtable discussion focused on the role of generative AI in the actuarial profession. Joe shares highlights from the panel of actuaries and industry professionals who discussed real-world use cases, ethical concerns, and how actuaries are uniquely positioned to navigate the evolving landscape of AI. From code generation and digital coaches to actuarial modeling support, this conversation covers the growing impact of AI in insurance and risk management. Want to explore more? Access the full report and other valuable resources on our Artificial Intelligence landing page at SOA.org Send us your feedback at AI-Insights@soa.org

Research isn't just for academics! This episode reveals how broad the impact of SOA research is – balancing the retrospective with the prospective – and why it's essential for actuaries and the broader public. YPAC Vice-Chair Tasso Bountouvas and guest R. Dale Hall discuss misconceptions, real-world applications, and how you can contribute – no PhD required. Tune in for practical advice, inspiration, and a glimpse into the future of actuarial science.

Roger Loomis sits down with Stephanie Moench and Michael Rustemeyer to discuss their paper that was just published by the SOA Research Institute: "Long-Term Care Wellness Primer", which can be downloaded here: https://www.soa.org/resources/research-reports/2025/long-term-care-wellness/

Join host Tiana Zhao as she explores the cutting-edge trends reshaping the insurance landscape. From AI-driven underwriting to climate-focused products, this episode of the SOA Marketing and Distribution podcast dives deep into the technological and societal shifts transforming how we think about risk and protection. Discover how insurtech startups, IoT devices, and changing consumer expectations are driving innovation in product design, distribution channels, and customer experience. Whether you're an industry professional or simply curious about the future of insurance, this podcast offers valuable insights into the forces shaping the industry's evolution and the opportunities that lie ahead.

Description: Listen as co-hosts Jackie Lee and Josh Hammerquist speak to data scientist Supriya Ramachandra as they discuss how she attacks messy data with Artificial Intelligence and Machine Learning. From this discussion, actuaries will learn about how these cutting-edge tools can be used in their work. PleaseNote: At timestamp 11:00: The training data was created through manual annotation — it took 4 annotators about a week to label the clinical notes. At timestamp 12:24–12:26, we said "non-supervised" — the correct term is "unsupervised learning."

Join Danny Moore and Aaron Jurgaitis as they discuss tertiary and quaternary care from an actuarial perspective. Danny and Aaron discuss: Definitions around the different levels of care, from primary up to quaternary Specifics around the types of care delivered in the specialized facilities that deliver this care, and The key themes actuaries need to keep in mind when analyzing data that include these types of services. Aaron shares information from his background of performing analysis for pediatric and academic facilities that highlight important factors that actuaries should consider, such as relative efficiency, referral patterns, episodes of care vs. points in time, and the specific value of expertise that these facilities contain. The information shared is relevant from both a provider and payer point of view, and will broaden your understanding of the unique characteristics of tertiary and quaternary care providers.