ACOPA Webcast: Ethics for Actuaries: Don't Get Caught in the Middle!

Available through December 2, 2016

Speakers: Michael B. Preston, FSPA, President, Preston Actuarial Services, Inc.; Mark K. Dunbar, MSPA, President; Dunbar, Bender & Zapf, Inc.; and David Lipkin, FSA, EA, MSPA, Consulting Actuary, Metro Benefits, Inc.

IRS Program Number: CZTXU-E-00550-15-O

Registration Deadline:

Live – 12/02/2015

Recorded  – 12/02/2016

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 

CONTINUING EDUCATION INFORMATION

This webcast will offer 2 ASPPA Ethics, 2 ERPA Ethics, and 2 JBEA Core Ethics continuing education credits.

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKERS

Michael B. Preston, FSPA, MAAA, EA is the president of ACOPA and has as served as Editor-in-Chief of The ASPPA Journal (now Plan Consultant), served for six years on ASPPA's Board of Directors, been a member of the Pension Committee of the Actuarial Standards Board for four years and been a member of ASPPA for more than 25 years. He is also a member of the American Academy of Actuaries and is an enrolled actuary. In addition to speaking at many ASPPA conferences, he has spoken multiple times at the Enrolled Actuaries' meeting, a number of NIPA annual conferences and at some of the annual meetings of various Western Pension & Benefit Conference chapters as well as for the Beverly Hills Bar Association. His firm offers full-service pension administration. Mike has served as an expert witness in quite a few ERISA related actions.

Mark Dunbar, MSPA, is president of Dunbar, Bender & Zapf, Inc., a Pittsburgh consulting firm, founded in 1991.  He is also a past board member of ASPPA's Board of Directors and a past President of ACOPA.

David M. Lipkin, FSA, EA, MSPA, is a Consulting Actuary with Metro Benefits, Inc., a firm he founded in 1986. He began his career in 1977 with Aetna Life and Casualty. In 1983, David moved to William M. Mercer, where he served on the Actuarial Committee and acted as Senior Actuary and Consultant to a variety of clients, including a number of Fortune 500 companies. Metro Benefits, Inc.’s commitment to provide clear, comprehensive and worry-free service has made it one of the region's fastest growing companies in the field. David has been selected by the U.S. Department of Labor to serve as an "Independent Fiduciary" for many orphan/abandoned plans. He was elected in 2005 to ASPPA’s Board of Directors, and served as a co-chairperson of ASPPA’s Government Affairs Committee from 2006 until 2010.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]