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ACTEX eLearning Webinar Series: Best Practices for Auditing Actuarial Spreadsheets [On-Demand] Author: Campbell

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Continuing the ACTEX eLearning Webinar Series:

Best Practices in Auditing Actuarial Spreadsheets with Mary Pat Campbell, FSA, MAAA, PRM

Inherited somebody else's spreadsheets? Looking to untangle a monster? One of the most challenging tasks for actuaries is to take a spreadsheet already in production and try to do something useful with it - especially if this is a standard spreadsheet that has accumulated years of changes from multiple authors. And especially if one small change appears to break everything.

This session will cover auditing, testing, and fixing extant spreadsheets with a special focus on actuarial needs and issues, as well as specific practical implementation tips.

Specific topics to be covered include:

  • A methodical approach to auditing spreadsheets
  • Creating formulae and names inventories
  • VBA code for finding spurious cells, and why one wants to minimize such cells
  • Untangling megaformulas
  • Approaches to spreadsheet testing, derived from software testing principles

 

About Your Instructor

Mary Pat Campbell, FSA, MAAA, PRM

Mary Pat Campbell is Vice President of Insurance Research at Conning in Hartford, Connecticut. In the past, she also taught courses on computing (Excel, Access, and VBA) and business writing for actuarial science students at the University of Connecticut. Mary Pat has had a long interest in spreadsheet best practices in actuarial work, writing for SOA publications on the topic since 2007. She has also spoken for SOA webcasts and at meetings on spreadsheet issues, such as at the 2015 SOA Annual Meeting: "Session 30: How to Keep Your Spreadsheets Out of the Headlines". Over the past two years, she has written a series of 5 articles on data visualization for CompAct, the newsletter of the SOA Technology Section. She is a member of the European Spreadsheet Risks Interest Group and on the SOA Modeling Section Council (2015 - 2018).

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