A new product will be added to your cart each time you click the Product button.
If additional options exist (checkboxes) to further customize your product and you'd like to choose one of the them, please select the option before clicking the product button to add to your cart.
Click here to edit your cart.
All prices shown in USD | Click here to view our digital terms
Best Practices in Actuarial Spreadsheet Design
Spreadsheets are one of the primary workhorses in actuarial practice and business in general, but few of us have serious, rigorous training in their use and design. Various bodies have developed lists of best practices for spreadsheets, but these lists are often developed for accountants and financial analysts, and do not necessarily mesh with actuarial needs.
This session will cover high-level principles of spreadsheet design with a special focus on actuarial needs and issues, as well as specific practical implementation tips. There will be a demo of specific behaviors/techniques using an actuarial example, and there will be references to the ASOPs (but not too much!).
This ACTEX eLearning webinar is a reboot of a similar one produced in 2015 – updated to include developments in both technology and actuarial standards since then.
Learning Objectives Include:
- Better understanding actuarial standards of practice applied to spreadsheets
- How to build a framework for spreadsheet development from creation to testing to maintenance
- The concepts behind building spreadsheets with future changes in mind
- Employing specific practices within spreadsheets to result in reliable work products as well as being practical in their use
- Practices for handling situations where systems other than Excel are being used, and when multiple people are editing the worksheet
Who Should Attend This Webinar:
This Best Practices webinar is intended for ALL levels of Excel users, from beginners to those who have years of experience, but need more of a framework to think about their design, and for those managing the people who will need to implement the design.
This presentation should be accessible to any quantitative person who must do fairly complex calculations in spreadsheets.
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).
Corporate Customers:
- 10+ participants & 1 connection option: live simulcast via an internal screen-sharing utility.
- 10+ participants & multi-connection option: each associate receives login credentials to access the live event and the recording.
- ACTEX will provide a self-registration site and activation key for your participants. The first 100 will be enrolled in the webinar. This makes it easy to offer continuing professional development opportunities without the need for administrative attention.
- As a reminder, it is a violation of ACTEX Learning Terms of Service to record webinars for rebroadcast. Please respect our intellectual property.
Important CPD Information:
Recorded ACTEX Webinars do not qualify for EA credit under the guidelines of the JBEA. ACTEX Webinars are strictly for educational purposes and cannot be submitted to attest for EA core or non-core credit.