Investment and Risk Management Community: The Strategic Pivot: Actuaries in FP&A

Jeff Dunn, President and CEO of Cooperative Benefits Group, joins host Ankit Nanda, FSA, MAAA, FCA, to map the U.S. payer landscape and the forces reshaping it. Drawing on a career that runs from managed care pharmacy into benefits consulting, he sets out how employers, health plans, pharmacy benefit managers, providers, and consultants fit together, where incentives genuinely align and where they only appear to, and what the fiduciary and transparency environment means in practice. The conversation closes on where the market is heading over the next three to five years and what health actuaries should do differently in trend, pricing, and plan design work.

Cori Uccello, FSA, MAAA, FCA, MPP joins host Ankit Nanda, FSA, MAAA, FCA for a tour of the U.S. health insurance coverage landscape, including Medicare, Medicaid, and the ACA marketplaces. Drawing on a career as the senior health fellow at the American Academy of Actuaries, MedPAC commissioner, and Congressional Budget Office panel of health advisers member, she discusses how actuarial analysis enters policy debates, where it carries weight, and what actuaries should understand about the programs shaping the market they price in.

Coaching Actuaries has become a familiar name to actuarial candidates around the world—but how did it all begin? In this episode, we sit down with Dave Kester, founder of Coaching Actuaries, to discuss the journey of building the company, the evolution of actuarial education, and what the future may hold for aspiring actuaries.

What happens when actuaries move beyond the model and into the heart of business strategy? In this episode of The Strategic Pivot, Jundie Wei, FSA, MAAA, and FP&A leader John Visicaro explore how actuaries are becoming essential partners in forecasting, capital management, and executive decision-making. From translating complex assumptions into business impact to answering the critical "so what?" behind the numbers, this conversation highlights the growing role of actuaries in shaping the future of finance.

Young Professional Advisory Council's Chris Pellegrino discusses working remotely as an actuary with Chris Olechowski, Partner at Actuarial Resources Corporation. Listen in to hear about the evolution of remote work in the actuarial field through from the perspective of an actuary in leadership.

The SOA is evolving – and so is the way members connect. This episode explores the shift from the traditional SOA Section model to a new community engagement approach, unpacking what it means for members across the organization and, in particular, for those in the Life and Annuity space. Whether you've been an SOA member for decades or are just getting started, tune in to hear how this change opens up new ways to collaborate, grow, and shape the profession. Host Ryan Kiefer, ASA, MAAA speaks with guests Ryan Holt, FSA, MAAA and Kelly Rabin, FSA, MAAA Relevant Links:  Introducing SOA Communities Life and Annuities Community      

AI is changing every industry—and insurance is no exception. In this episode, we discuss how artificial intelligence could reshape actuarial work, risk management, and the future of the insurance industry, while also exploring how AI is affecting our personal lives and everyday decision-making.

The Young Professional Advisory Council's Ben Tolzmann sits down with Doug Norris of the SOA's fellowship education department to discuss the recent changes to the FSA pathway and how the transition has been going through 2 exam cycles.

Young Professional Advisory Council's Jake Davis discusses exam education and career development with Eddie Smith, Director of SOA Exams at The Infinite Actuary and FSA exam instructor. Learn about Eddie's transition from practicing actuary to exam educator, effective study strategies for FSA exams, and how exam preparation has and will continue to evolve.

This episode of the Society of Actuaries' Professional Development Edge podcast features Dave Dillon, Senior Vice President and Principal at Lewis & Ellis; entrepreneur and founder of Cost Plus Drugs, Mark Cuban; and Jon Forster, the SOA's Director of PD Learning and Content Design. Together, they explore entrepreneurship, artificial intelligence, and the evolving healthcare landscape. The conversations move from what it takes to be successful in business, the current healthcare landscape, and the state of AI in Actuarial work.  Mark shares the origin and mission behind Cost Plus Drugs, underscoring the critical role of price transparency and trust in improving healthcare access and affordability. Listeners will gain practical insights and forward-looking perspectives relevant to actuaries, business leaders, and anyone interested in the future of healthcare and innovation. Contributors: Mark Cuban; Dave Dillon, FSA, FCA, MAAA; Jon Forster, ASA, MAAA