SOA Podcasts - Society of Actuaries
Emerging Topics Community: SOA Member AI Survey - Summer 2025
In this episode of the Get Plugged In Podcast, originally published in January 2026, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, is joined by Joe Alaimo, CEO at ProComp Consulting Inc. in Ontario, Canada and Community Advisory Team Member of the Emerging Topics Community. Together, they unpack the results of the Society of Actuaries Research Institute's inaugural AI Adoption Survey.
Their conversation explores how actuaries are using AI tools, the most common use cases across career stages, and the key organizational barriers such as skill gaps and compliance risks. They also discuss surp...
Young Professional Advisory Council: Kick Back with YPAC
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!
Actuarial Leadership and Impact Making
Join Ganiu Shefiu as he interviews Jola Fakoya, FSA, CERA, to discuss making an impact in actuarial leadership.
PD Edge Pod Episode 7: Is Takaful the same as mutual insurance? An interview with Hasham Piperdy
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.Â
Contributors: Hasham Piperdy, FIA; Lisa Schilling, FSA, EA, FCA, MAAA; Jon Forster, ASA, MAAA
Thanks for watching and don't forget to subscribe!
Emerging Topics Community: Actuaries in the Age of AI: A conversation with ChatGPT: 2 years later
In this captivating podcast, Joe Alaimo, CEO of ProComp, sits down once again, two years later, with ChatGPT. Together they talk about what has actually changed in two years, what did not change, and where the profession might be heading next. What does ChatGPT now see ahead for the actuarial profession?
The original Actuaries in the Age of AI: A conversation with ChatGPT was published on Oct 12, 2023
Â
PD Edge Pod Episode 6: From Actuary to CEO, Carl Hess on his leadership journey at WTW
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...
Young Professional Advisory Council: Big Company or Big Risk? Actuarial Life in Corporate vs. Startup Worlds
What is it really like to work as an actuary in a fast-moving startup versus a large, established company? In this episode, YPAC member Zack Moore sits down with Matt Briggs to unpack the realities of both worlds, from culture and pace to impact, growth, and career satisfaction. They explore how actuaries fit into each environment, the trade-offs between stability and innovation, and what young professionals should consider when choosing their own path. Whether you're climbing the corporate ladder or diving into startup life, this conversation offers insights to help you shape a career that fits your goals.
Emerging Topics Community: AI Roundtable
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...
Title: PD Edge Pod Episode 5: Actuaries working with Data Scientists featuring Tom Callahan and Dave Friesen
This podcast episode features Dave Friesen and Tom Callahan discussing the collaboration between actuaries and data scientists. Tom is an Actuary who works extensively with data scientists, and Dave is a data scientist who works with Actuaries, making them a great combo for the topic.  Dave highlighted the operational focus of data science in improving workflows and customer experience, while Tom emphasized the financial impact focus of actuaries. They both agreed on the importance of clear communication and common terminology to bridge gaps between the two fields. They also shared examples of successful collaborations and the benefits of using mo...
Young Professional Advisory Council: Research at the SOA: A Gateway to Innovate, Influence, and Inspire
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.
Health Section: Behind the Med Supp Market – Claim Costs, Regulations and Opportunities
Listen in as Greg Fann interviews Moshe Nelkin about Medicare Supplement insurance. We will take you from Medicare basics through product details covering pricing assumptions, factors driving claims trend, regulatory considerations, challenges, opportunities, and more.
Long Term Care Section: Rethinking LTC - The Wellness Evolution
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/
Health Section: Estimating Large Claims – Predictive Modeling vs Traditional Methods
Listen to Juan Herrara and Danny Moore discuss pending claims, large claims, and using predictive analytics and other modeling techniques to develop these estimates.
Marketing & Distribution Section: Insuring Tomorrow - Navigating the Digital Revolution in Insurance
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.
Emerging Topics Community: GenAI with Coding Agents – Simulating Healthcare Costs
Anders Larson and Shea Parkes discuss using GenAI applications with coding agents to simulate healthcare costs. They revisit the distinction between large language models (LLMs) and the applications that wrap them. They then use some newer GenAI application functionality to generate some simulated healthcare cost distributions. During their discussion they explore what domain knowledge the modern LLMs already have, and how to supplement that with their own domain expertise.
Health Section: AI & ML
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:Â
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."Young Professional Advisory Council: Promoting the Next Generation of Actuaries- The Art of Managing Down
In this month's YPAC podcast host Shawn Stender, FSA, MAAA will be joined by Simon Gervais, FSA, MAAA to discuss an often-overlooked topic for young actuaries. With so much focus given to career advancement and "managing up," actuaries looking might overlook the benefits of managing down to promote younger professionals within their organization. This podcast will discuss how managing down can not only benefit your career, but also the actuarial profession.Â
Health Section: Understanding Tertiary and Quaternary Hospitals in the US, an Actuarial Perspective
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...
Emerging Topics Community: Actuarial Model Validation
In this episode Joe Alaimo interviews Jeremy Levitt. Actuarial models are central to decision-making across insurance, finance, and risk management—but without proper validation, even the most sophisticated models can lead to costly errors. In this episode, Joe and Jeremy take a deep dive into model validation: defining its purpose, outlining key procedures, and highlighting the risks of getting it wrong. Jeremy shares expert insight on balancing thorough analysis with real-world constraints like timelines and budget, while also addressing cultural and structural barriers to effective validation.
We also explore how AI is beginning to influence model validation, fro...
Marketing & Distribution Section: Actuarial Innovation - Revolutionizing Marketing and Distribution with OKRs
Join host Tiana Zhao as she explores the transformative power of Objectives and Key Results (OKRs) in the world of marketing and distribution actuarial work. This episode of the SOA Marketing and Distribution podcast dives deep into:
The fundamentals of OKR methodology and its adoption by tech giants How OKRs can enhance clarity, focus, and measurable outcomes for actuaries A practical example of implementing OKRs in an insurance company setting Strategies for marketing and distribution actuaries to leverage OKRs effectivelyYoung Professional Advisory Council: Beyond the Numbers: Finding Purpose as an Actuary
Join host Justin Le, ASA, MAAA for a talk with Kate Smith FSA, MAAA about finding meaning and purpose in our work as actuaries. Kate is a Director and Actuary working in Valuation at Penn Mutual Life Insurance Company. In this episode Kate shares her perspective and advice on connecting her work to the impact on her company's members.
Health Section: Epidemiology Using Cluster Analysis and Insurance Company Data
Listen as Danny Moore interviews Charlie Larimer on Epidemiology and Predictive Analytics. Listen as Charlie gives his insight on applying predictive analytics techniques to determine drivers of health outcomes in differing populations and regions.
PD Edge Pod Episode 4: Actuaries building trust while utilizing AI models with Amanda Hug
This interview featured Amanda Hug, the president and chair of the Society of Actuaries, discussing the role of actuaries in building trust with AI models. Amanda shared a personal anecdote from a trip to Uganda, highlighting the global reputation of actuaries. The discussion covered the importance of integrity, excellence, and professionalism in the actuarial field and provided advice on incorporating AI into actuarial processes while maintaining ethical standards.Â
Contributors: Amanda Hug, FSA, MAAA ;Â Jon Forster, ASA, MAAA
Thanks for watching and don't forget to subscribe!
Long Term Care Section: Gen Z Meets LTCI: Arielle Galinsky on Rethinking Aging
Arielle Galinsky—Harvard Kennedy School MPP candidate, JD candidate at Yale Law School, and advocate for aging with dignity—joins host Roger Loomis for a wide-ranging conversation on caregiving, aging, and how her generation sees the future of LTC financing.
Health Section: Bridging Data Science and Actuarial Science
Listen to this interview with Whitney Pratt – an actuary who leads a team of data scientists – about similarities and differences of the two fields and how we can better work together. If you are an actuary wanting to know more about data science, or trying to choose between the two career paths, this is a must listen!
Young Professional Advisory Council: Into the Void - Growth, Career and Finding Your Purpose After Actuarial Exams
Becoming credentialed is one of the major goals for an actuary, but what does life look like after? Join Carly Mauro, FSA, MAAA and Chris Lombardi, FSA, MAAA as they discuss "the void" and how to approach personal growth, investing time in the community and the SOA, and professional development after exams.Â
Faulty Medication by Brian Tajlili, FSA, MAAA
SOA is proud to present the audio version of the winning entry in the 2024-25 Speculative Fiction Contest, Faulty Medication by Brian Tajlili, FSA, MAAA. Here is what the contest's literary judge, Dr. Bob Mielke, had to say, "Nothing but positives here. A plausible and timely scenario, excellent world-building, vivid incidents, lively and detailed, polished and very well-written. …This story has a real shot at publication even beyond the realm of actuaries." Find the written version at https://www.soa.org/sections/2024-25-speculative-fiction-art/
Â
Â
Marketing and Distribution Section: The Rise of Marketing Actuaries: Where Data Science Meets Marketing
Join host Tiana Zhao, FSA, CERA, as she explores the emerging field of marketing actuaries in this insightful episode of the SOA Marketing and Distribution podcast. Discover how these professionals blend actuarial science with marketing strategies to drive data-informed business decisions. Tiana breaks down the key responsibilities of marketing actuaries, including data analysis, predictive modeling, customer segmentation, and pricing optimization. Learn how this evolving role is shaping the future of marketing in our increasingly data-driven business landscape. Whether you're an actuary looking to expand your skillset or a marketing professional curious about the power of actuarial science, this episode...
Young Professional Advisory Council: The Path Less Actuaried: from Med School to Actuary
In this podcast, Michael Frings FSA, MAAA, now Chief Actuary at one of the Bermuda insurance companies, shares his experiences on his career path, where he started from an unexpected place -- medical school, which ultimately took him to where he is now -- an actuary. Please join us as we explore how Michael navigated his "unusual" path, how he found success, and what one may expect entering the profession from a different background.
Emerging Topics Community: Model Validation 101: Bring your Calculus Mindset!
In this podcast episode Joe Alaimo interviews Bob Leach. Bob introduces us to model validation concepts from the article that he has written for the emerging topics community: Model Validation 101: Bring your Calculus Mindset!  Bob discusses how to use calculus concepts to validate results from actuarial models. This discussion is in the context of principle-based reserve valuation models, but the concepts can be extended to other types of actuarial models, like pricing or risk management models. Partial derivatives of the value function can be used to validate that a model is appropriately applying discount rate, expense, withdrawal rate and othe...
PD Edge pod Episode 3: The Building Blocks of IFRS 17 with Darryl Wagner
In this podcast Darryl Wagner, Principal with Deloitte Consulting, discussed the complexities and principles of IFRS 17, highlighting its goal to standardize insurance accounting globally. He explained the building blocks of IFRS 17, including best estimate cash flows, risk adjustment, and contractual service margin (CSM). Darryl emphasized the significant data and technology requirements for implementation and the importance of cross-disciplinary collaboration among actuaries, accountants, and technology teams. He also compared IFRS 17 with US GAAP, noting similarities and key differences.Â
More dynamic content such as this is available on the SOAs Professional Development Edge+ product.  https://www.soa.org/prof-dev/pd...
Health Section: MAPD Landscape
Host Jackie Lee discusses the MAPD historical and future landscape of the Medicare Advantage market. They talk about notable milestones throughout the years and their impact on the growth of this sector.
Â
Professional Development Edge+: Episode 2 Why Actuaries should oversee AI models with Sherry Chan & Robert Eaton
Â
This podcast features Robert Eaton, Principal and Consulting Actuary at Milliman and Sherry Chan, Managing Director at EY. They discussed the role of actuaries in overseeing AI models, highlighting their unique skills in data analysis and model evaluation. Robert and Sherry emphasized the importance of actuaries in ensuring AI models are free from bias and leveraging AI to handle routine tasks, allowing actuaries to focus on strategic and analytical roles. Â
For more info on PD Edge+ click here: Â https://www.soa.org/prof-dev/pd-edge/
Â
Â
Marketing & Distribution Section: Building Strong Relationships in Actuarial Marketing and Distribution
Join host Tiana Zhao as she explores the critical role of relationships in actuarial marketing and distribution. In this insightful episode, Tiana discusses why strong partnerships are essential in the insurance and financial services industry, and provides practical tips for understanding distribution partners, effective communication, collaborative product development, and building trust.
Health Section: High Road Leadership
Join Host Jackie Lee with Brian Pauley as they discuss the characteristic of leaders, including developing an abundance mindset. Their discussion is based on the High Road Leadership book by John Maxwell and Brian's article featured in The Stepping Stone.
Emerging Topics Community: Comparison of Regulatory Framework for Non Discriminatory AI Usage in Insurance
Join Joe Alaimo, Founder and CEO of ProComp, and David Schraub, Founder and CEO of David Schraub Actuarial Consultancy, as they discuss the rapidly developing regulatory frameworks surrounding AI in the insurance industry. They explore the intricacies of laws and guidelines across the U.S., Canada, the European Union, and China, focusing on AI's role in underwriting, pricing, and risk management. David shares insights on how actuaries can navigate the regulatory challenges of AI while promoting fairness and transparency. Key topics include transparency, data governance, anti-discrimination efforts, and how different regions are approaching these issues. If you're interested in...
Health Section: Inpatient Maternity Rates and Price Transparency Data with Greg Mottet
Dive into price transparency with Danny Moore and Greg Mottet, founder of Vairate. In this episode, they discuss a study exploring inpatient maternity rates in Washington, as well as the use of price transparency in payer-provider negotiations and its impact on consumers, payers, providers, and employers.
Long Term Care Section: Public Programs and Middle Markets
Roger Loomis and Steve Schoonveld discuss the state of the Long-Term Care Insurance industry and the opportunities to modernize products and broaden coverage.
Marketing & Distribution Section: Minute Manager Makeover: Modern Leadership in 60 Seconds
In this episode, join host Tiana Zhao, FSA, CERA, to explore the principles of "The New One Minute Manager" by Ken Blanchard and Spencer Johnson.
Young Professional Advisory Council: Bring Passion to Your Career Journey
Join host Andrea Wang, ASA, ACIA, for an inspiring episode featuring Vincent Lepez, PhD, IAF (Institut des Actuaires Francais), a distinguished leader and a seasoned expert in the insurance and reinsurance industry. With decades of experience bridging academia and diverse global sectors, Vincent unveils his remarkable career journey, offering actionable insights on discovering your passion and mastering industry transitions. Â Â
Tune in to uncover how curiosity, adaptability, and strategic risk-taking can transform your professional path and unlock your fullest potential.Â