Thank you for your interest in participating with a CAS educational event. As a potential participant in our program, you play a vital role in its success. Please read the following carefully, as it contains important terms for speakers.
Presentation Preparation

Participants attend CAS educational events to receive information and increase their knowledge in actuarial principles, practices, issues and opportunities.


Participants attend CAS educational events and programs to receive information and increase their knowledge in actuarial principles, practices, issues and opportunities. In order to foster a positive learning experience built upon a foundation of respect and ethical behavior, speakers should abide by the content guidelines below.
  • During the presentation you will not engage in any type of promotional marketing or selling of any product or service, and you will not disparage any of the sponsoring organizations.
  • You will not include content that are libelous, defamatory, threatening, offensive, derogatory, or off-topic in your presentation, as determined based on CAS’ sole discretion.
  • To the best of your knowledge, your presentation does not violate any proprietary or personal rights of others (including any copyright, trademark, and privacy rights), is factually accurate, and contains nothing defamatory or otherwise unlawful. You have obtained all necessary permissions and/or licenses from any individual or organizations whose material is included or used in your presentation.
  • You will not include content that may affect adversely the reputation of CAS or the actuarial profession, as determined based on CAS’ sole discretion.
In addition, to ensure compliance with federal and state antitrust laws, presentation content and discussions along the following lines must be avoided:
  • Fees to be charged for particular services;
  • Whether a fee should be charged for a particular activity or services (for example, fees for initial consultations or for time commuting to a meeting with a client);
  • Dividing up clients among competitors in a particular geographic area, or by area of actuarial expertise; Specific suggestions about limiting the availability of services that the actuary should agree to provide based on whether the client contracts for an additional level or types of service (for example, agreeing to provide a ratemaking product only if the client agrees to contract for other actuarial services);
  • Any suggestion that an actuary should refuse to provide a particular actuarial service, or to work for a particular employer or client;
  • Any suggestions about the appropriateness of actuaries undertaking work which is generally regarded to be within the providence of another profession (for example, accountants, auditors, or attorneys) or vice versa;
  • Any suggestions about what constitutes appropriate advertising by the actuary; and
  • Recommendations for, against or endorsements of, specific services or products which can be used by actuaries (for example, computer software). It is also recommended that speakers being their remarks by stating that the speaker’s view are not necessarily identical to the view of the sponsors of the program of the employees or clients of the speakers.

CAS reserves the right to decline a speaker’s participation for violation of these content guidelines based on CAS’ sole discretion.

You acknowledge that members of the press are invited to CAS events and that your session may be covered by external trade publications or by the CAS’s internal member publications. The CAS may, as a courtesy, invite you to review resulting media; however, you agree that no portion of the resulting media created from the event, including your name, biographical information, quotes, photographs, or recorded interviews, needs to be submitted for any approval.
Permission Grant

  • You grant CAS a worldwide, non-exclusive, royalty–free license to use, reproduce, and distribute your presentation materials, including session materials, handouts, slides, etc. in any way now or in the future, with all appropriate attribution to you. You retain copyright ownership of your presentation materials and may use your session materials as you see fit, including allowing others to use it.
  • You authorize the CAS to record your presentation (audio and/or simultaneous PowerPoint) and make it available for purchase through the UCAS website. (If you do not want the CAS to publish your presentation (or make it available for sale) please opt out under the recording permission section of the online submission).
  • You grant CAS permission to use your name, photograph, and biographical information for the purpose of promoting your appearance at CAS’ events.

Broadcasting Considerations

Please be aware that you should always behave on a webinar as though the session is live in front of an audience as every part of the experience is recorded. Professionalism and sensitivity is advised at all times online.

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* 1. Webinar Name

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* 2. I give permission for the webinar to be recorded and available for purchase/rebroadcast with full accreditation to me as the speaker.

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* 3. Signature

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* 4. Date/Time