Annual Meeting Call for Presentations

Therefore, we kindly request that you adhere to any deadlines for submitting your presentation.

1. All materials should be prepared accordingly:

• Title page listing session number, title and author(s)
• Please be sensitive to printing concerns and refrain from using slides which require excessive ink.

2. If you are using excerpts, including data from third party vendors, please be aware that some require advanced permission to reproduce from the original author(s). It is your responsibility to secure all such written permission.

3. On the slides you submit for attendees to print it is suggested that you use page numbers and plain white/clear backgrounds for each slide for the following reasons:

• Attendees use page numbers to assist them in following the presentation
• Attendees use less ink when printing slides with white/clear backgrounds
• Attendees are better able to view printed slides with white/clear backgrounds

In order to foster a positive learning experience built upon a foundation of respect and ethical behavior, speakers should abide by the content guidelines below:

• During the presentation you will not engage in any type of promotional marketing or selling of any product or service, and you will not disparage any of the sponsoring organizations.
• You will not include content that are libelous, defamatory, threatening, offensive, derogatory, or off-topic in your presentation, as determined based on CAS’ sole discretion.
• To the best of your knowledge, your presentation does not violate any proprietary or personal rights of others (including any copyright, trademark, and privacy rights), is factually accurate, and contains nothing defamatory or otherwise unlawful. You have obtained all necessary permissions and/or licenses from any individual or organizations whose material is included or used in your presentation.
• You will not include content that may affect adversely the reputation of CAS or the actuarial profession, as determined based on CAS’ sole discretion.

In addition, to ensure compliance with federal and state antitrust laws, presentation content and discussions along the following lines must be avoided:

• Fees to be charged for particular services;
• Whether a fee should be charged for a particular activity or services (for example, fees for initial consultations or for time commuting to a meeting with a client);
• Dividing up clients among competitors in a particular geographic area, or by area of actuarial expertise; Specific suggestions about limiting the availability of services that the actuary should agree to provide based on whether the client contracts for an additional level or types of service (for example, agreeing to provide a ratemaking product only if the client agrees to contract for other actuarial services);
• Any suggestion that an actuary should refuse to provide a particular actuarial service, or to work for a particular employer or client;
• Any suggestions about the appropriateness of actuaries undertaking work which is generally regarded to be within the providence of another profession (for example, accountants, auditors, or attorneys) or vice versa;
• Any suggestions about what constitutes appropriate advertising by the actuary; and · Recommendations for, against or endorsements of, specific services or products which can be used by actuaries (for example, computer software). It is also recommended that speakers being their remarks by stating that the speaker’s view are not necessarily identical to the view of the sponsors of the program of the employees or clients of the speakers.

CAS reserves the right to decline a speaker’s participation for violation of these content guidelines based on CAS’ sole discretion.