Fall 2025 Meeting

Register for the meeting here: https://actuariesclubofboston.regfox.com/actuaries-club-of-boston-2025-fall-meeting

Where:

Omni Parker House
60 School Street
Boston, MA 02108

 

When: 

Thursday, October 30th 2025

1:00 - 5:30 PM ET

 

Agenda:
 

12:30–1:00 PM – Registration

1:00–2:00 PM – Lights, Camera, Influence: The Art of Business Storytelling for Leaders

In this session, we’ll explore how to use storytelling—strategic, human-centered business communication—to inspire action, align teams, and influence outcomes. Drawing lessons from classic movies and iconic characters, we’ll break down how great leaders hook attention, build trust, and deliver messages that truly stick. Whether you're guiding a team through change, presenting to executives, or building stronger stakeholder relationships, you’ll leave with practical tools to craft compelling stories that motivate and move people. Because when it comes to communication that connects... every great leader is part strategist, part storyteller—and a little bit of a director.

Kat Pezzullo leads the Pricing & Product Development team at AAA Life, creating insurance solutions that provide financial security and peace of mind for AAA Members. She’s passionate about empowering people to be their best, and her never-ending quest for leadership wisdom has caused her Audible library to runneth over, much to her wallet's chagrin. Kat is a Fellow of the Society of Actuaries (FSA) and a member of the American Academy of Actuaries (MAAA). She earned her degree from Bryant University, is a past President of the Actuaries' Club of Hartford/Springfield, and is truly honored any time she’s asked to speak at an actuarial event. When she’s not coaching t-ball or reciting quotes from Friends (because some things are just “moo”), you can find her singing her heart out at a concert.

2:00–3:00 PM – Option 1 – Product Trends:  Overview of the Retail Life, Retail Annuity and Pension Risk Transfer Markets

This session will explore retail life, retail annuity and pension risk transfer products and the current state of these markets.  We will discuss sales trends, the behavioral experience of owners of these products, as well as recent data on consumer views regarding life and annuity products. At the conclusion of the session, attendees will be able to:

  • Understand the latest market trends in the retail life and annuity insurance marketplace

  • Understand recent growth in pension risk transfer business

  • Keep informed on the latest industry experience data and the potential impact for the product actuary

Presented by LIMRA

2:00–3:00 PM – Option 2 – Making Sense of Medicare Advantage

Medicare Advantage continues to grow in size and complexity, with dynamics that set it apart from other health insurance products. This session will provide a brief overview of the program before diving into some of the unique considerations for pricing, forecasting, and financial analysis. Using straightforward examples, we’ll walk through challenges actuaries encounter and touch on recent policy changes—such as the IRA pharmacy benefit redesign, drug price negotiations (MFP), Stars, and risk adjustment—that continue to shape the MA landscape.

Chris Eynatian, FSA, MAAA, is Director of Medicare Actuarial Services at Blue Cross & Blue Shield of Rhode Island. With 18 years of experience as a health insurance actuary, Chris’ primary expertise is in pricing and analytics for Medicare Advantage, Part D, and Medicare Supplement products. He has also served in roles supporting pharmacy, provider contracting, and care management. Chris holds a Bachelor of Arts degree in Mathematics from Stonehill College.

3:00–4:00 PM – From Compliance to Engagement: Don't Miss Out on the Deeper Value of ASOPs

It (almost) goes without saying that actuarial standards of practice (ASOPs) are essential to professional actuaries' work; knowledge of, compliance with, and disclosures for deviation from applicable ASOPs are, after all, required by the Code of Professional Conduct and other standards. But far from being just reference documents for checking compliance, ASOPs are living documents that are routinely reviewed, and their principles and nuances in application are discussed and commented on by parties from different backgrounds through ASB processes and Academy and other membership organization education and publications. In this session, learn about the added value of engaging with ASOPs, with some real-life examples—not just for CE, but professionally, by learning about their nuances, their evolution, questions and points that have been raised in their development, and even volunteering for the ASB or other professionalism entities.

Olga Jacobs, FSA, MAAA, is a leading professionalism, education, and public policy volunteer with the American Academy of Actuaries and the Actuarial Standards Board (ASB). She currently serves on the ASB's General Committee, which focuses on managing standards-setting needs for cross-practice and general actuarial standards of practice, and on the Academy's Committee on Education, which develops professional education programs. She has extensive public policy volunteer experience in the Academy's health domains. She is also a long-time volunteer for the Society of Actuaries, including previously serving as an elected Board member, section council leader, and co-founder of SOA's Women in Leadership Events at their health annual meeting. She is known company-wide in her position at United HealthCare as a respected source on actuarial professionalism and standards of practice.

4:00–5:30 PM – Networking

 

Prices:

$165 General Admission 

$75 Retired/Unemployed/Self-Employed

 

Walk in registration at the event is not permitted.

 

Special thanks to our sponsors!

 

Antitrust Statement:

The Actuaries’ Club of Boston (“Club”) is committed to adhering strictly to the letter and spirit of the antitrust laws. Seminars conducted under the auspices of the Club are designed solely to provide a forum for the expression of various points of view on topics described in the programs or agendas for such meetings.

 

Under no circumstances shall this meeting be used as a means for competing companies or firms to reach any understanding – expressed or implied – that restricts competition or in any way impairs the ability of members to exercise independent business judgment regarding matters affecting competition.

 

It is the responsibility of all seminar participants to be aware of antitrust regulations, to prevent any written or verbal discussions that appear to violate these laws, and to adhere in every respect to the antitrust compliance policies of major actuarial organizations.