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Our Structure
- Chairperson
- Establish agendas for and preside over regular council conference
calls;
- Lead the Council (plus Friends of the Council, advisors,
liaisons, as appropriate) in the delivery of Activities #3, #4,
#5, #10, and #13, as appropriate for the section (from the "Section
Operations" framework), according to outlined processes:
- #3: Scanning the environment for key issues
- #4: Setting section objectives and priorities
- #5: Communicating and advocating with the BoG
- #10: Implementing BOG/IAC/SAT requests
- #13: Providing thought leadership
- Lead the council(plus Friends of the Council, advisors,
liaisons as appropriate) to periodically review the
appropriateness of initiatives under other activities (#1, #2, #6,
#7, #8, #9, #11, #12)
- Monitor section progress against established goals;
- Participate in the Council of Section Chairpersons meetings;
- Address information sharing between sections
- Provide for succession planning;
- Assign Council members to various coordinator positions annually
- Vice-Chairperson
- Assist the Chairperson in all activities related to the management of the
section, as needed
- Fill in for chairperson when chairperson is unavailable for SOA calls,
workshops, etc. related to sections' activities
- Become familiar with section activities so that transition to chairperson
is smooth and seamless.
- Treasurer
- Serve as the coordinator for the Budget & Finance Team
- Produce a draft budget for the coming year, with projections of
section income and expenses, in accordance with section objectives
and priorities, to be approved by the section council
- Oversee the income and expense of the section
- Review the quarterly section financial statements as prepared by
SOA staff
- Secretary and Web Liaison
- Work with the Council Chair to prepare call/meeting agenda
packages, soliciting input for the agenda items from the council.
This will include compilation of the consent agenda reports and
distribution of the agenda packages to the council prior to the
call/meeting
- Take and distribute minutes on council conference calls and
meetings
- Work with SOA staff to maintain and improve the section's Web page
- Use the section's Web page to communicate to members
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
- Membership Value Team Coordinator
- Serve as the coordinator for the Membership Value Team
- Purpose of the Membership Value Team is to focus on the delivery of
Activity #1: Provide a aense of community for an area of practice
or interest (from the "section operations" framework), according to
outlined processes
- Potential additional activities may involve: member outreach,
member research and volunteer management
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
- Communications and Publications Team Coordinator
- Serve as the coordinator for the C&P Team
- Purpose of the C&P Team is to focus on the delivery of Activity
#2: Developing and Identifying a Publishing Plan for Section
Issues(from the section operations framework), according to
outlined processes. Note that this activity extends beyond the
publishing of the section newsletter.
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
- Continuing Education Team Coordinator
- Serve as the coordinator for the CE Team
- Purpose of the CE Team is to focus on the delivery of Activity #6:
Identifying and Development Content for CE Programs, Including
Meetings (from the section operations framework), according to
outlined processes
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
- Basic Education Team Coordinator
- Serve as the coordinator for the Basic Education Team
- Purpose of the Basic Education Team is to focus on the delivery of
Activity #7: Providing input on Basic Education Content (from the
section operations framework), according to outlined processes
- Participate as a fully engaged council member for the activities for
which the entire council is responsible
NOTE: it is suggested that in addition to his/her role
as a coordinator for the Basic Education Team, the Basic Education Team
Coordinator joins the Research Team and the CE team to provide for a
comprehensive approach to knowledge management within the section and
funneling the work of the research and CE groups to basic education.
- Research Team Coordinator
- Serve as the coordinator for the Research Team
- Purpose of the Research Team is to focus on the delivery of
Activities #8: Identifying and Overseeing Research Initiatives, and
#9: Influencing Experience Studies(from the "Section Operations"
framework), according to outlined processes
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
- Marketplace Relevance Team Coordinator
- Serve as the coordinator for the Marketplace Relevance Team
- Purpose of the Marketplace Relevance Team is to focus on the
delivery of Activity #11: Advocating Externally for Actuaries Who
Share an Industry, Type of Employer or Interest (from the section
operations framework), according to outlined processes
- Additional team activities may include: promotion/marketing, career
encouragement, market research, surveys of practices, etc.
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
NOTE: it is suggested that in addition to his/her role
as a coordinator for the Marketplace Relevance Team, the MPR
Coordinator joins the Professional Community Advancement Team
- Professional Community Team Coordinator
- Serve as the coordinator for the Professional Community Team
- Purpose of the Professional Community Team is to focus on the
delivery of Activity #12: Establishing and Maintaining External
Relationships with Other(non-Actuarial) Organizations(from the
section operations framework), according to outlined processes
- Additional team activities may include: international
relations(global actuarial community), academic relations, etc.
- Participate as a fully engaged council member for the activities
for which the entire council is responsible
Download 
Financial Reporting Section Operations
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