Society of Actuaries STRATEGIC VISION LISTENING TOUR THE MIDDLE ATLANTIC ACTUARIAL CLUB Ellicott City, MD November 5, 2015

Your Presenter Tonya B. Manning, FSA Chief Actuary, Buck Consultants SOA Past-president tbmanning@me.com @tbmanning

Overview of Strategic Vision

About the SOA: Our Mission The SOA, through research and education, advances actuarial knowledge and improves decision making to benefit society. We enhance the ability of actuaries to be trusted financial and business advisors on problems involving uncertain future events. We provide and ensure the integrity and relevance of our credentials. 4

About the SOA: Our Vision The SOA is the leading provider of globally recognized credentials; establishing actuaries as business leaders who measure and manage risk to support financial security for individuals, organizations and the public. 5

Implementing our Strategy EDUCATION RESEARCH 6

97 Education 4,500 5,000 2,761 6,060 CANDIDATES EXAMS IN ASIA NEARLY Complete Actuarial Curriculum: International Expansion and the GI Track An emerging global workforce & globally interconnected risk require accessible & relevant credentials NEARLY 4,500 MEMBERS & 5,000 CANDIDATES IN CANADA 2,761 MEMBERS & 6,060 CANDIDATES IN ASIA EXAMS DELIVERED IN 97 COUNTRIES Actuaries need the skills & education to address the full spectrum of risk on a global scale 7

Education 3 TRACKS 6 TRACKS Complete Actuarial Curriculum: Specialty Tracks We are committed to ongoing development of education and training as industries evolve. Throughout its history, the SOA has created new specialty tracks to meet the demand for new and specific skills. 1949: 3 TRACKS 2016: 6 TRACKS 8

Research Actuaries are involved in the most pressing issues facing society. We develop data-driven research that helps actuaries be valuable advisors. Our research, analysis and unique actuarial insight are valued by policymakers and influencers. We do not advocate for, or against, legislation. 9

Marketing Opportunities for Actuaries We are working to grow opportunities for actuaries in new roles, such as predictive analytics. We are engaging candidates who have not pursued membership to identify other industries that value actuarial training. 10

What’s Next? Listening Tour Learning from you Planning for 2017-2021 Strategy 11

Let’s hear from you

Tonya B. Manning, FSA tbmanning@me.com ListeningTour@soa.org Thank You Tonya B. Manning, FSA tbmanning@me.com ListeningTour@soa.org