Actuarial Leadership Essentials

Establish Your Foundation for
Effective Leadership

Take Control of the Next Season of Your Career

Transitioning into a leadership role can be as challenging as it is rewarding, especially in the technical field of actuarial science. Actuarial Leadership Essentials is designed to address the specific hurdles that we as actuaries face when stepping up to lead.

Whether you’re planning for your next step, navigating your first management position, or looking to refine your leadership approach, our program offers targeted solutions to common challenges:

➤ From Technical Expert to Inspiring Leader

Many actuaries excel in technical skills but find it challenging to inspire and lead teams or shift out of the individual contributor role. The shift from doing to leading can feel overwhelming without the right tools and mindset.

Solution: Our course equips you with essential leadership skills tailored to actuarial professionals, helping you transition seamlessly from an individual contributor to an influential leader who motivates and guides teams towards excellence.

➤ Balancing Detail-Oriented Work with Big-Picture Strategy

Actuaries are often required to delve into the minutiae of data and forecasts. When stepping into leadership roles, there’s an added challenge of strategic thinking and organizational visioning which might not come naturally.

Solution: Actuarial Leadership Essentials teaches you how to elevate your perspective, incorporating strategic planning and visionary thinking into your daily responsibilities, ensuring that you not only manage but also lead.

➤ Effective Communication Across All Levels

Ensuring clear communication with your team and communicating complex actuarial concepts to non-technical stakeholders are keys to success as a leader. Effective communication is crucial for leadership but can hold some technical professionals back.

Solution: Our program focuses on enhancing your communication skills, enabling you to articulate information clearly and persuasively, with your technical team, executive management, and partners alike.

➤ Managing Stress and Work-Life Balance

Leadership roles often come with increased responsibilities that can lead to additional stress and a skewed work-life balance, affecting performance and personal well-being.

Solution: We provide strategies for managing stress and achieving a healthy work-life balance, ensuring that your career growth is sustainable without compromising your health or personal goals.

➤ Navigating Ethical and Compliance Issues

As leaders, actuaries face the challenge of navigating complex ethical and compliance landscapes, which can be fraught with risks and uncertainties.

Solution: Our course covers ethical leadership comprehensively, equipping you with the knowledge to handle ethical dilemmas confidently and maintain compliance with industry standards.

➤ Building and Leading Diverse Teams

The modern workplace is increasingly diverse, and leading a varied team can introduce challenges in dynamics, conflict resolution, and inclusion.

Solution: Actuarial Leadership Essentials addresses these challenges head-on, providing you with the skills to manage and lead diverse teams effectively, fostering an inclusive and productive work environment.

Actuarial Leadership Essentials

Develop the Leader in You with a Flexible and Comprehensive Course

Designed specifically for aspiring and current actuarial professionals, Actuarial Leadership Essentials equips you with the foundational skills needed to excel in leadership roles within the dynamic and demanding field of actuarial science. You get to choose whether you want to take on the learning solo or with a cohort of peers.

Course Highlights:

Duration & Format:

Dive into nine video modules, each lasting between 20-30 minutes, for a total runtime of approximately 3 to 4.5 hours. Activities and exercises allow you to start applying the concepts to your situation immediately. This self-paced online course allows you to learn at your convenience, anytime, anywhere.

Group Workshops:

Refine and build on the ideas introduced in the video course with a small group of peers in regular 45-60 minute facilitated sessions.
Share ideas, experiences, and go deeper into the topics together.

Rich Content:

Each module focuses on a specific area of leadership

Module 1: Shifting to Leadership

Transition from a team member to a leader; understand the mindset changes and responsibilities that come with leadership.

Module 2: Leadership Styles and Philosophies

Identify and adapt your leadership style to manage effectively.

Module 3: Producing and Reviewing High Quality Work

Ensure excellence in technical supervision and continuous improvement.

Module 4: Nuts and Bolts of Managing a Team

Tackle the practical challenges of managing diverse teams, whether in-person, remote, or hybrid.

Module 5: Managing Yourself

Master self-management to maintain well-being and professional growth.

Module 6: Bigger Picture Thinking

Develop strategic thinking aligned with organizational objectives.

Module 7: Empowering and Growing Your Team

Enhance your coaching and mentoring skills to develop your team’s talent.

Module 8: Ethical Leadership

Adhere to the highest standards of professional and ethical conduct.

Module 9: Soft Skills

Improve communication, emotional intelligence, and relationship-building skills.

Actuarial Leadership Essentials is more than just a course

It’s a transformational journey that prepares you to lead with confidence and integrity in the evolving actuarial landscape.

Who Should Enroll in Actuarial
Leadership Essentials?

Tailored for Actuaries Stepping into Leadership

Whether you are an emerging leader, a new manager, or an experienced actuary ready to elevate your leadership approach,

Actuarial Leadership Essentials is designed to transform your career trajectory. This course is ideal for:

Aspiring
Leaders

Actuarial professionals poised to step into leadership roles, eager to equip themselves with the necessary skills to succeed.

New
Managers

Those in their initial leadership positions, seeking guidance to confidently handle their responsibilities and team dynamics.

Experienced Actuaries

Seasoned professionals who seek to complement their technical expertise with robust leadership practices.

Why This Course?

As actuaries, we spend years building our technical skills, which set us up for much success in the early parts of our career. But what about the next phase? As we transition to leadership, we need skills and perspectives that weren’t covered in the exams. This course is specifically designed to address these needs:

Mindset Shift: Transitioning from an individual contributor to a leader can be challenging. Learn how to adopt a leadership mindset and embrace the responsibilities that come with it.

Team Management: From managing diverse team dynamics to conflict resolution, gain the skills needed to lead effectively.

Balancing Roles: Discover strategies to maintain technical proficiency while excelling in managerial duties.

Communication Excellence: Learn to convey complex actuarial concepts clearly to both technical and non-technical stakeholders.

Ethical Leadership: Navigate ethical dilemmas with confidence and ensure adherence to professional standards.

What Will You Gain?

With Actuarial Leadership Essentials, you will not only advance your career but also enhance your confidence in making strategic decisions, leading teams, and having a substantial impact within your organization. Connect with peers, learn from experienced leaders, and apply practical tools directly to your daily work.

Course Structure and Format

Solo Learning Track

Embark on your leadership journey at your own pace with our Solo Learning Track.

This track is designed for those who prefer a flexible learning schedule, providing:

Comprehensive
Pre-Recorded
Video Series

Enjoy a series of professionally produced videos, each 20-30 minutes long, covering vital leadership topics tailored to actuarial professionals.

Supportive
Learning
Materials

Benefit from an array of supplementary resources, including handouts, worksheets, templates, and recommended reading materials to enhance your learning experience.

Practical
Application

Engage with homework and takeaway exercises designed to reinforce your learning and encourage the practical application of concepts in your day-to-day work.

Self-Paced
Learning

Access the complete video series online and progress through the modules at your convenience, fitting your professional development seamlessly into your busy schedule.

In-Depth
Module Topics

Dive into specialized modules that address not just general leadership skills but also specific challenges in actuarial contexts.

Group Accelerator Program

For a more interactive learning experience, with opportunities to join facilitated small group discussions, complete additional exercises, and learn from peers as you apply the concepts in each module, we recommend the Group Accelerator Program. This program includes everything in the Solo Learning Track, plus:

Interactive Live Sessions: Participate in live Zoom sessions for each module, facilitating real-time learning, discussion, and exercises in a small group setting with no more than 12 peers and a facilitator.

Engaging Group Activities: Take part in additional exercises and real-world scenario-based activities designed to deepen your understanding and application of leadership concepts.

Personalized Attention: Enjoy the benefits of an intimate cohort, allowing for personalized attention and low-pressure conversations that enhance learning.

Accountability and Peer Support: Regular check-ins and progress tracking ensure you stay on course, while a network of peers provides valuable ongoing support and collaboration.

Enhanced Homework and Continuous Engagement: Challenge yourself further with additional assignments and continuous follow-up opportunities to reinforce and expand your leadership capabilities.

Transform Your Leadership Approach: Whether you choose the flexibility of the Solo Learning Track or the interactive environment of the Group Accelerator Program, Actuarial Leadership Essentials offers a comprehensive and engaging way to elevate your leadership skills and prepare you for greater responsibilities in the actuarial field.

Benefits and Learning Outcomes

Unlock your leadership potential with Actuarial Leadership Essentials. Whether you opt for the Solo Learning Track or the Group Accelerator Program, each path is designed to elevate your leadership capabilities and propel your career forward.Enhanced Leadership Skills: Build a robust foundation in essential leadership competencies, empowering you to lead with assurance and impact in any context.

Career Advancement: Equip yourself with critical leadership tools and knowledge, positioning you as a key player within your organization.

Effective Team Management: Learn to inspire and manage your team effectively, boosting productivity and cultivating a supportive and dynamic work environment.

Enhanced Career Opportunities: Distinguish yourself both within your organization and in the broader actuarial field through demonstrated commitment to ongoing professional development.

Improved Decision-Making: Master the art of strategic thinking and decision-making to navigate complex situations with confidence and clarity.

Increased Professional Impact: Enhance your standing in the actuarial community by demonstrating superior leadership qualities, making you a sought-after professional and thought leader.

Meet Your Facilitator:
Aree Bly

Expertise and Experience That Inspires

Aree is not just an accomplished actuary; she is a speaker, author, coach, entrepreneur, and consultant dedicated to helping analytical professionals like you achieve greater joy and success every day. With 25 years of experience in the actuarial field, Aree brings a wealth of knowledge and hands-on experience in leadership, organizational management, and career mentoring.

Engaging and Effective Communication

Known for her engaging speaking style, Aree has graced stages from TEDx talks to intimate workshops, consistently delivering powerful messages that combine sharp analytical insights with a genuine passion for helping others succeed. Her approach is both practical and inspiring, providing you with actionable tools to apply in your own career.

Personalized Coaching and Support

Beyond group settings, Aree excels in one-on-one coaching, offering elite alignment and success strategies tailored to leaders and successful professionals.

Why Clients and Participants Work With Aree

Event planners, organizations, and coaching and workshop participants alike praise Aree for her honest humor, collaborative approach, and the actionable tools she provides. She is committed to making every learning experience not only educational but also enjoyable and empowering.

Aree's Philosophy

“We all deserve to be engaged and energized by the life we lead. And there is absolutely a way to let your brain lead the way on the path to where your heart needs to be.” ~ Aree Bly

Join Aree in Actuarial Leadership Essentials and
start your journey towards effective leadership and sustainable success today.

Pricing and Enrollment Details

Unlock your leadership potential with Actuarial Leadership Essentials and choose the learning track that best fits your career needs and schedule.

Solo Learning Track

Full Price: $300

Early Bird Special:
Save 30% off the full price when you enroll early — just $210!

Experience comprehensive, self-paced learning with our pre-recorded video series tailored specifically for actuaries stepping into leadership roles. This track allows you to learn at your convenience and apply leadership principles at your pace.

Group Accelerator Program

Full Price: $1200

Early Bird Special:
Enroll early and receive 35% off — only $780!

Enhance your learning experience with interactive live sessions in addition to the full suite of pre-recorded videos. This program offers real-time feedback, peer networking, and personalized attention in small cohort settings.
Solo Learning Track
Group Accelerator Program
Participant Price
$300
$1200
Online Video Series
X
X
LinkedIn Group Access
X
X
Takeaway Exercises
X
X
Lifetime Access
X
X
Live Discussion Sessions
X
Live Coaching and Support
X
Additional Activities
X

Corporate Rates

Interested in enrolling multiple team members? We offer special corporate rates for companies signing up multiple participants. This is an excellent opportunity to develop leadership skills across your team and enhance overall performance.

Please email Aree@AreeBly.com for more details and to arrange corporate access and programs.

Ready to Lead?

Choose your path, take advantage of our early bird pricing, and start your journey to effective leadership today. Whether you’re enhancing your skills at your own pace or engaging deeply with peers and real-time coaching, Actuarial Leadership Essentials has a path that will suit your needs.

Bonuses and Special Offers

Actuarial Leadership Essentials isn’t just a course—it’s a gateway to ongoing growth and community in the actuarial leadership field.

Here are some of the exclusive benefits and offers available to participants:

Lifetime Access

Enduring Resources: Once you complete the course, you’ll receive lifetime access to all videos and materials. Review the content as needed to refresh your skills or access new updates to the curriculum.

Exclusive LinkedIn Group

Community Building: Join our LinkedIn group exclusively for course participants. This community is designed as a vibrant forum for actuarial leaders at all stages of their careers to share insights, discuss leadership challenges, and support each other’s growth.

Networking Opportunities: The LinkedIn group also provides a platform to network with peers, find mentors, and discover new career opportunities. It’s an invaluable resource for anyone serious about advancing in actuarial leadership.

Enroll Today and Transform Your Leadership Journey

With comprehensive learning options, lifetime access, and a supportive community, Actuarial Leadership Essentials is more than just a course—it’s a step towards leading with impact in the actuarial profession.

Frequently Asked Questions

Have questions about Actuarial Leadership Essentials?

Find answers to some of our most commonly asked questions below:

This course is specifically designed for actuaries who are transitioning into leadership roles, are relatively new to leadership, or aspire to move into leadership positions. It is ideal for early to mid-career professionals looking to build and enhance their leadership skills.

There are no strict prerequisites, but it is recommended that participants have some professional experience and opportunities to apply leadership concepts in their roles.

You can register by clicking the “Register Now” button on the landing page and selecting your preferred learning track.

While many employers choose to support their actuaries’ development, we understand this may not always be the case. Participants are welcome to invest in their own career development. Such expenses may be tax-deductible. We offer various payment options, including credit card payments, and payment plans may be available for approved participants.

Yes, a refund is available if you are not satisfied within the first 30 days of the course. Please see our refund policy details on the registration page.

Participants will gain essential leadership skills, improve decision-making abilities, enhance team management techniques, and increase professional impact. The course also offers significant opportunities for career advancement and personal growth.

The Solo Learning Track offers pre-recorded video modules for self-paced learning, including homework and takeaway exercises. The Group Accelerator Program includes all elements of the Solo Learning Track plus live Zoom sessions for each module, offering additional exercises, group discussions, and personalized feedback.

Each module lasts 20-30 minutes and is delivered through professionally produced pre-recorded videos on the Thinkific platform. For the Group Accelerator Program, each module includes a live Zoom session lasting about 60 minutes.

For the Solo Learning Track, weekly time depends on how many modules you work through. Expect to spend about 30 minutes watching each module video plus an hour to complete exercises. For the Group Accelerator Program, group meetings will take approximately one hour per week.

All participants have access to supplementary materials and resources. Group Accelerator participants receive extra support through live sessions, peer interactions, and personalized feedback. Email support and discounted one-on-one coaching sessions with Aree are also available.

All live sessions are recorded and made available to participants in that cohort, so you can catch up at your convenience. Attendance at live sessions is encouraged to maximize learning.

As actuaries bound by a strict Code of Conduct, all participants are expected to act with the utmost professionalism. We ask that you refrain from sharing any identifying or commercially sensitive information. The focus of group discussions is on enhancing leadership and communication skills, with each group establishing its operating rhythm and confidentiality parameters during the first session.

Participants complete a self-assessment against each of the learning outcomes both before and after the program. You will receive a detailed report highlighting your improvements and identifying areas for future development, aiding in your continuous professional growth.

Yes, all participants who complete the course will receive a certificate of completion.

Yes, participants in the Group Accelerator Program can interact during live discussions and activities. All participants are further encouraged to join our LinkedIn group to network and share insights.

No, geographical location does not limit participation. Our modules are self-paced and group discussions are held via Zoom, accommodating actuaries globally. As long as you can attend the live group sessions, you are welcome to join from anywhere in the world.

Please contact us at aree@areebly.com or use the contact form on the landing page for any further inquiries.

What Our Participants Say

Hear from professionals who have experienced the transformative power of programs led by Aree Bly. Their testimonials highlight the practical benefits and personal growth they’ve achieved through their participation.

"As I hit the major career milestone of my first management role, Aree’s program equipped me with the confidence, tools, and resources to step into that role in full stride without skipping a beat!"
Carter Sangrey
ASA, MAAA, CIGNA Healthcare
"The homework and exercises were eye-opening. They helped identify gaps and strengths in my approach, prompting me to think about changes I might want to make and what my future could look like."
New Fellow Mastermind Participant
"This is one of the most impactful and actionable exercises I've received in a long time."
Katie Schroeder
COO, Night Out with 'The Girls'
"You challenged me and gave me tools to figure things out for myself."
Cheryl Chiasson
Best Option Restoration
"I head up a team of actuaries and underwriters and asked Aree to present to the team during a particularly stressful period. Her presentation was authentic, well-organized, entertaining, and, based on the feedback I received, very effective."
Greg Sullivan
FSA, MAAA, Highmark Insurance
"A practical workshop all about leadership and career development which our attendees found extremely insightful. Aree is a true professional and brings an additional level of charisma."
Stephanie May
Women Automotive Network
"Aree’s presentation gives you the tools to develop a pathway to move forward. It’s a deep dive into harnessing tangible next steps in order to propel on the path to success in your environment."
Kahla Brubaker
Wakely Consulting
"As a leader, I know it's important to have a coach. Working with Aree helped me to take a step back and review the big picture, and her strong analytical background was a great fit for me."
Dave Kester, Founder
Coaching Actuaries

Join Our Community of Leaders

These testimonials reflect the profound impact Aree Bly’s guidance has had on professionals across various fields. Join Actuarial Leadership Essentials and start your own journey toward effective leadership and career advancement.