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Error Checking and Review of Actuarial Spreadsheets
On-demand Recording
Credits/Training Hours: 1.8 SOA/EA CPD, CAS CE | Potential 1.5 CIA CPD
Actuaries use spreadsheets as one of their core calculation tools, and to uphold the high standards of our profession, we need to be on the lookout to prevent, detect, and fix errors, as well as document that the spreadsheets work as needed.
This ACTEX eLearning webinar will look at principles and practical processes to achieve better spreadsheets. This webinar is a reboot of a similar one produced in early 2016 – updated to include developments in technology and actuarial standards since then.
In this webinar we will review and explore Microsoft Excel’s built-in tools for tracing errors in Microsoft Excel and the Microsoft Excel Visual Basic (VBA) Editor, as well as consider structured processes in order to verify one’s calculations. 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!).
Learning Objectives Include:
- Learn more about error-checking and formula-tracing tools within Microsoft Excel
- Discover debugging tools within the Microsoft Excel Visual Basic Editor
- Become more proficient at diagnosing formula errors
- Recognize how to employ data validation to prevent user errors
- Enhance spreadsheet design skills by building-in automatic error checks
Who Should Attend This Webinar:
This 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.
EA Credit Information:
The Joint Board for the Enrollment of Actuaries (JBEA) has approved ACTEX as a qualifying sponsor of continuing professional education (CPE) programs for enrolled actuaries. ACTEX believes in good faith that you may earn continuing professional education (CPE) non-core non-ethics credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this webinar. The JBEA makes the final determination about what constitutes core, non-core, ethics, or non-ethics CPE and the number of CPE credit hours allocated.