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First General Meeting Let’s get started. Bruin Actuarial Society 2017-18

First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

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Page 1: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

First General MeetingLet’s get started.

Bruin Actuarial Society 2017-18

Page 2: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Table of Contents

• Meet the Officers

• Fall, Winter, & Spring Quarter Events

• Resume Book

• F.A.M. Major & Exam Changes

• Updates to our Website & Handbook

• Mailing List & Paid Membership

• Code of Conduct

Page 3: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Meet the OfficersShameless, we know.

Page 4: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

President 2017-18

Fourth-year FAM major

Interned at Oliver Wyman

Dan Sui

Santa Clara, CA

Geology Minor + PIC

“Hella Dank”

BPLATE HATER

Page 5: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

Vice President 2017-18

Interned at Willis Towers

Watson

Greta Xiong (“Zion”)

San Gabriel, CA

Likes Ed Sheeran’s music

Has been to Spain

Page 6: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

Director of Professional

Development 2017-18

Interned at

PricewaterhouseCoopers

I’m, Cullen

Irvine, CA

Page 7: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

Director of Finance 2017-

18

Interned at Liberty

Mutual, Seattle

Annie Thornton

Sonoma, CA

Page 8: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

Corporate Liaison 2017-18

Trace “It’s Beck-ter” Bechter

Pleasant Hill, CA

EXPIRED

Page 9: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Hello, My Name Is

Corporate Liaison 2017-18

Kevin Zhu

Fremont, CA

Page 10: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

EventsFeat. Enzo’s Pizza

Page 11: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Fall Quarter Events

Career Fair

Firms’ Info Sessions

Mentorship Program

Professional Development

Workshops

Member Socials

Page 12: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

10th Annual Bruin Actuarial Society Career

Fair

Monday, October 9th, 2017 from 5:00

PM to 7:30 PM

Ackerman Grand Ballroom

All grades (yes, even freshman)

highly encouraged to attend

Largest college actuarial career fair

on the west coast

Page 13: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Why attend the BAS Career Fair?

By far the most significant BAS event of the year!

De facto start of the actuarial recruiting season

Learn about all actuarial industries

Job and internship opportunities

Company culture

Work environment

Current developments/

trends in specific

industries

Page 14: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

How to attend the BAS Career

Fair?

1. Become a paid BAS Member (refer to

later slides)

2. Register for the Career Fair and Career

Fair Prep Workshops by Monday Oct. 2nd

at noon:

https://goo.gl/forms/mjGCwfbq739F07dT2

3. Attend one of the two Career Fair Prep

Workshops (Mon. Oct. 2nd and Tue. Oct.

3rd)

4. Show up to the Career Fair

Page 15: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Resume Book

Contains resumes of all participating BAS

students

All firms participating in the BAS Career

Fair will have access to the Resume Book

Ensures your resume will be seen even if you

don’t have a chance to talk to a specific firm

during the BAS Career Fair

Page 16: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Resume Book

How to be included?

Send your resume to

[email protected] in PDF

format with the subject line “Resume

Book Submission”

Deadline to be included is 11:59

tonight

Page 17: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Career Fair Prep Workshops

Monday, October 2nd (in MS 5200) and

Tuesday, October 3rd (in MS 4000A) from

6:00 PM to 7:30 PM

Only need to go to one workshop, but

attendance is MANDATORY to attend the

Career Fair

Will provide networking tips, dress code

requirements, and more information

regarding the Career Fair

Page 18: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Firms’ Info Sessions

Terrific opportunities to learn more about firms

and meet their representatives, especially

during recruiting season

Week 1

oThursday, October 5th: Willis Towers

Watson

• Week 2

oTuesday, October 10th: Fidelity

Investments

oWednesday, October 11th: Liberty Mutual

• Week 3

oMonday, October 16th: CSAA, a AAA

Insurer

Page 19: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Freshman/Intl Student

Workshop

Week 3: Tuesday, October 17

Will help freshman and

international students get started

on their actuarial journeys

Learn more about the actuarial

field, resources at UCLA, etc.

Page 20: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Mentorship Mixer

Week 3: Thursday, October 19

Great opportunity to meet officers

and experienced seniors and to get

paired with a mentor

Having a mentor can help you

learn more about the actuarial field,

get advice on classes, and meet

more people in BAS!

Page 21: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Winter Quarter Events

6th Annual Case Competition

Technical Workshops

Basic, Interm., & Adv. Excel

Microsoft Access/SQL

Alumni Talk

Recruitment for Future Officers

Page 22: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

6th Annual Case Competition

Kickoff: Week 1

Competition goes until Week 2

Great way to get hands-on

experience

Provides good talking points during

an interview

Members-only access

Page 23: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Technical Workshops

Basic / Intermediate / Advanced Excel

IF statements

VLOOKUP & INDEX-MATCH

Pivot Tables

VBA & Macros

Microsoft Access/SQL

Database Management Application

SQL can used to query Access databases

Applications: patients’ medical data, employees’

workers’ compensation claims, etc.

Page 24: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Alumni Talk & Officer

Recruitment

Alumni Talk

Recruiting advice

Oliver Wyman, Willis Towers Watson,

PwC, private actuarial consultants, etc.

Officer Recruitment

BAS Internship program

Come out to as many events as you can if

this is something you’re thinking about!

Page 25: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Spring Quarter Events

Internship Essentials Workshop

Firms Info Sessions

Joint Math Club (UMSA) Social

Spring Banquet

Page 26: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Spring Banquet

~Middle of the quarter

For us to thank everyone for an awesome

year

Great networking opportunity

Good food

Members-only access

Page 27: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

F.A.M. Major & Exam Changes

Yes, again…

Page 28: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Financial Actuarial Math

Pre-Major

No changes!

Math prerequisites:

Math 30 Series (31A – 33B): Calculus, Linear

Algebra, Differential Equations

PIC 10A: Introduction to Programming in C++

Economics & Mgmt prerequisites:

Econ 1, 2, and 11: Microeconomics and

Macroeconomics

Mgmt 1A and 1B: Principles of Accounting

Minimum overall 2.5 GPA, “C” or better in

each course

Page 29: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Financial Actuarial Math

Major

Upper-Division Courses

Theory Courses (Linear Algebra, Analysis,

Probability Theory)

Actuarial Courses (Financial Math, Financial

Economics, Actuarial Models)

Taught by current and retired actuaries

Electives (Choice of Actuarial, Economics, or

Statistics courses)

Recommended Course: Math 176 (Speech

Communication for Actuarial Students)

2-unit pass/no pass seminar

Students in good standing will have the

Dinner with an Actuary of their choice

Page 30: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Exam (SOA / CAS) Subject UCLA Courses

P / 1 Probability Math 170AB

FM / 2 Financial Mathematics Math 175

MFE / 3F Models for Financial

Economics

Math 174A or Math 174E

or Econ 141 or Stats C183

C / 4 Construction of Actuarial

Models

Math 173AB

MLC

(SOA Only)

Models for Life

Contingencies

Math 172BC

S

(CAS Only)

Statistics and

Probabilistic Models

CURRENT EXAM/COURSE ALIGNMENT

Page 31: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Exam (SOA / CAS) Subject UCLA CoursesCourse

Transition

Date

P / 1 Probability Math 170AB No changes

FM / 2 Financial Mathematics Math 75 Winter ’18

IFM / 3F Investment and

Financial Markets

Math 174A or Math 174E

or Econ 141 or Stats

C183

Spring ’18

STAM / 4

(SOA Only)

Short-Term Actuarial

Mathematics

Math 173AB Winter ’18

LTAM

(SOA Only)

Long-Term Actuarial

Mathematics

Math 172BC Winter ’18

Modern Actuarial Statistics I and II

(CAS Only)

Note: These two exams replace SOA/CAS

joint preliminary exam C/4 and CAS exam

S.

FUTURE EXAM/COURSE ALIGNMENT

Page 32: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

VEE Requirements &

Summer ‘18 Changes

VEE Economics: Unchanged

Econ 1 and Econ 2

VEE Corporate Finance Accounting and

Finance

Now: Mgmt 120AB & 130A OR Econ 106F &

106V

Summer ‘18: Mgmt 120AB and 130A to fulfill

Finance component only

VEE Applied Statistics Mathematical

Statistics (SOA only)

Now: Econ 103 / Stats 100C and Econ 144 /

Stats 170

Summer ‘18: Changes unknown

Page 33: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Updates to our Website & Handbook

Page 34: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Our Website

math.ucla.edu/~actuary

• New design went live

over Spring Break 2017

• Modern design and

mobile-friendly

Page 35: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Our Website

math.ucla.edu/~actuary

Your resource for info on:

Upcoming events

Majors & minors

Exams & Career paths

Etc.

Page 36: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Our Forum

Post UCLA-related questions to

crowdsource answers

Use in case Actuarial Outpost is too

intense

http://uclabas.boards.net/

Page 37: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Our Handbook

5th Edition published Aug. 2017

Comprehensive resource for

UCLA student actuaries

Updates:

Table of Contents has clickable

links

Updated exam and VEE information

to reflect 2017 changes

Updated all course links to reflect

course changes

math.ucla.edu/~actuary/handbook.html

Page 38: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Mailing List & Paid MembershipFree spam vs paid spam

Page 39: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Mailing List

BAS makes announcements primarily

through email

Announcements typically echoed on

Facebook and our website

If you receive emails from BAS, you’re

on our mailing list

Being on the mailing list ≠ being a paid

member

Sign up for the mailing list here:

https://goo.gl/forms/fDuuMfhnQatqdgrj2

Paid members not already on the mailing list

will be automatically added

Page 40: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Paid Membership

Cost = $40

For the whole year

Benefits

Career Fair

Case Competition

Spring Banquet

Dinners with an Actuary

Free BAS t-shirt (blue)

while supplies last

New BAS t-shirt (black)

available for $5

Page 41: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

How do I become a member?

Two-step process

Pay by cash, Venmo, or PayPal

Fill out the form for paid members:

https://goo.gl/forms/pIoJr307FrazBHBF2

Pay at the end of this meeting!!

Cash Only

Come down to the front at the end

Or stop by our office hours

Cash only

Times/Locations will be posted on our

website/emailed later this week

Or pay online

Venmo @bruinactuarialsociety

PayPal at

math.ucla.edu/~actuary/membership.html

Page 42: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Please make sure to…

Keep your receipt/email confirmation of

payment

Fill out the Google Form for paid

members:

https://goo.gl/forms/pIoJr307FrazBHBF2

Page 43: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Code of ConductRules of engagement

Page 44: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Code of Conduct

As a professional organization,

BAS requires members to

agree to a set of rules

Shortened from the 2016-17

version

The form for paid membership

will require you to agree to

these rules

Page 45: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Full TextPart 1 of 2

Introduction

As members of Bruin Actuarial Society, all students, alumni and

officers are responsible for maintaining the highest ethical

standards. Bruin Actuarial Society values integrity, honesty, and

fairness and strives to integrate these values into our practices.

Purpose

This Code is a shared document among all Bruin Actuarial

Society members, and it is our commitment to use the highest

ethical and professional standards as the basis of all decisions.

We are each accountable for our own actions and are

collectively responsible for upholding standards of behavior.

Accountability

Self-accountability is the cornerstone of ethics. As members of

Bruin Actuarial Society and students at University of California,

Los Angeles, you are expected to be honest with yourself and

answerable for what you say and do. You must look beyond the

immediate moment to consider the consequences of your

actions.

Code of Conduct

Page 46: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Full TextPart 2 of 2

Rules

1. Your attendance is expected at all events to which you RSVP. If

you must cancel an RSVP, you must do so by email with at least 24

hours' notice. Violators may be barred from future events.

2. Providing false information on resumes or during interviews is

prohibited. Members who display dishonesty will have their

membership revoked and will be reported to the Dean of

Students.

3. Direct questions and concerns to the Bruin Actuarial Society

email address. Even if you have officers’ personal contact

information, you should contact Bruin Actuarial Society for all

Society-related matters.

4. Interact with firm representatives professionally. For example,

do not contact recruiters to ask for referrals or recommendations

if they have not personally seen your work ethic and thus have no

basis for recommendation.

Code of Conduct

Page 47: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Why do we require members

to act professionally?

As a professional organization,

we have a reputation to uphold

What do we want recruiters to

think when they see “UCLA

Financial Actuarial

Mathematics” on a résumé?

Or “Member – Bruin Actuarial

Society”?

Page 48: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

Why do we require members

to act professionally?

When one BAS member lies on

a résumé, it ruins our whole

club’s image in someone’s

eyes.

Of all the rules, this is the one

we enforce most strictly.

Page 49: First General Meeting - UCLA Department of …actuary/meetingsAndWorkshops/BAS...Basic / Intermediate / Advanced Excel IF statements VLOOKUP & INDEX-MATCH Pivot Tables VBA & Macros

The End.Line up at the front to pay for membership!

Any Questions?