spring 2026 Meeting
Register for the meeting here:
Where:
Omni Parker House
60 School Street
Boston, MA 02108
When:
Wednesday, May 13th, 2026
1:00 - 5:30 PM ET
Agenda:
12:30–1:00 PM – Registration
1:00–2:00 PM – Reimagining Actuarial Modeling: From Legacy Systems to AI-Driven Insights
This session explores how advances in AI, cloud computing, and open platforms are reshaping actuarial modeling. We will discuss common challenges with legacy systems and share practical examples of how modern tools can improve efficiency, scalability, and transparency, including the use of automation for code review and documentation. The session will also highlight emerging applications such as risk stratification, forecasting, and model optimization, along with key challenges like data complexity, privacy, and model governance as organizations adopt AI-driven approaches.
Casey McManus, FSA, MAAA, is a Manager in the ICT Life Practice at WTW. In this role, she focuses on M&A, liability modeling, and capital strategy for life and annuity insurers. Casey has over a decade of experience supporting M&A and reinsurance transactions involving long-term care and fixed annuity blocks, with expertise spanning actuarial modeling, pricing, and capital management. She holds a Bachelor of Science in Computer Information Systems from Bentley University and is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.
Haofeng Yu, PhD, FSA, CERA, MAAA, is Founder and Principal Consultant of FolioX, where he helps life and annuity insurers modernize operations through cloud-based and open-source solutions. His work focuses on Principle-Based Reserving (PBR), advanced risk modeling and computing, and the application of artificial intelligence in actuarial practice. Haofeng is an active volunteer in the actuarial community, contributing to both the Society of Actuaries and the American Academy of Actuaries. He is currently involved in initiatives such as the Next-Generation Valuation Basic Tables (VBT) and serves in leadership roles across several committees related to life experience, AI, RBC model governance, and longevity risk. adopt AI-driven approaches.
2:00–3:00 PM – Life Breakout – TBD
Session Description - TBD
Presenter BIO – TBD
2:00–3:00 PM – Health Breakout – Health Care Affordability: What States are Considering
The rising cost of health insurance premiums has been a part of every political agenda for years! Our health care system is complex with many stakeholders -- all contributing to these high costs. It has been difficult to reign in these costs as the stakeholders (employers, hospitals, physicians, insurance companies, pharmaceutical companies, etc.) have conflicting priorities. Now, there appears to be an appetite for actual change. This is due to a combination of factors which include the reduction in federal spending in health care due to OBBBA (“One Big Beautiful Bill Act”), the weakening of health insurers and providers financial strength, and nationwide double digit increases in health insurance premiums. In this session, we will review what some states are doing and what others may be contemplating to improve health care affordability.
Bela Gorman, FSA, MAAA, is a health care actuary with over 30 years of experience. Bela led her own actuarial firm for 18 years specializing in health care policy analyses. Her clients included insurance companies, various state insurance and health care policy agencies, and non-profit organizations across the country. Bela has provided her expertise to many of the Massachusetts regulatory agencies and has been employed with two of the larger insurers in Massachusetts. Bela currently sits on the Massachusetts Health Connector Board and is a member of the MA Health Care Affordability Working Group, both positions appointed by Massachusetts Governor, Maura Healey.
3:00–4:00 PM – Bias Session - Discrimination: Considerations for Machine Learning, AI Models, and Underlying Data
Insurance legislation has put in place measures to prevent unfair discrimination while still permitting actuarially justified risk selection. In this overview of an American Academy of Actuaries data science paper, gain clarity on critical distinctions between discrimination, unfair discrimination, and unjust discrimination; learn about methods for monitoring and testing algorithms; and identify timely considerations related to discrimination for actuaries.
Andrew Larocque, MAAA, ASA, is a volunteer with several American Academy of Actuaries committees, currently serving as chairperson of the Behavioral Economics Work Group, and as a member of the Volunteer Engagement Subcommittee and Research Committee. He is a health actuary with Risk & Regulatory Consulting LLC in West Hartford, Conn.
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.