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Succeed in Actuarial Consulting: Law & Business Tools for the Solo and Small Firm Actuary
Program Code:
69
Date:
Friday, May 11, 2007
Time:
10:00 AM to 11:30 AM
MODERATOR
:
Inger S. Harrington, FSA, MAAA
SPEAKER
:
David S. Rintoul
Description
Actuaries help their clients manage risk, but you need other tools to manage risk and exploit opportunity in
your own consulting practice. Business law can give you the tools you need to move through the business
of actuarial consulting with knowledge and security. David S. Rintoul, a business attorney and regular
contributor to The Independent Actuary, will discuss and answer your questions about the intersection of
actuarial practice and business-employment law. Some of the questions to be discussed include:
• Should I set up a limited-liability company or some other entity for my new practice?
• Is the non-competition agreement I signed enforceable?
• Can I solicit my former employer's clients?
• What's the most important thing to discuss before opening a practice with a partner?
• How do I protect my intellectual property from my clients, and from my partners?
• What happens if a client becomes unhappy with my work and sues me? How can I protect myself
from this risk?
• How should I structure my contracts and proposals to clients to protect my company?
• What is the best way to structure contracts and benefits for any staff I hire?
You and other actuaries who are solo consultants or managing partners of small consulting firms, or are
considering opening their own office, will learn the tools they need to manage careers and firms with
knowledge and security. Ample time for questions and one-on-one discussions will be available.