2018 SOA Annual Report


From left to right: 2017–2018 SOA President Mike Lombardi, 2018–2019 SOA President James M. Glickman and SOA Executive Director Gregory W. Heidrich at the SOA headquarters in Schaumburg, Illinois. Not pictured: 2019–2020 SOA President Andrew D. Rallis. Kenneth L Dixon Photography

Leaders from the Society of Actuaries (SOA) gathered at the Schaumburg, Illinois, headquarters to reflect on the past year and to share their perspectives on the future of the organization and the actuarial profession. These discussions were with 2017–2018 SOA President Mike Lombardi, FSA, CERA, FCIA, MAAA; 2018–2019 SOA President James M. Glickman, FSA, MAAA, CLU; 2019–2020 SOA President Andrew D. Rallis, FSA, MAAA; and SOA Executive Director Gregory W. Heidrich.


Part 1: SOA 2017–2021 Strategic Plan

The SOA leaders reflect on the strategic plan, the combination proposal and challenges for the profession.

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Part 2: Predictive Analytics

Learn about the SOA’s efforts on predictive analytics involving education, employers and professional development.

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Part 3: Membership and International Strategy

Read about developments with membership services, inclusion and social responsibility, and the SOA’s international strategy.

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Part 4: Thought Leadership and the Profession’s Future

The SOA leaders discuss how the organization supports actuarial thought leadership and share their perspectives on the future of the profession.

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About the Board

Learn about the current members of the SOA Board of Directors.


Financial Results

See the 2017–2018 financial results.