Events
COMPANY RETIREMENT PLAN BEST PRACTICES AND FINANCIAL REPORTING
July 5, 2018 (Thursday)
1:00PM – 5:00PM
Kudyapi Room at The Legend Villas, 60 Pioneer corner Madison Streets, Mandaluyong City.
1:00PM – 5:00PM
Kudyapi Room at The Legend Villas, 60 Pioneer corner Madison Streets, Mandaluyong City.
KEY DISCUSSION POINTS: - Company retirement plan background. - Minimum legal requirement—R. A. 7641 - Tax incentives—R. A. 4917 - Best practices and industry trends - Allowed shortcut for SMEs - PAS 19 |
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WHO SHOULD ATTEND:
Accountants (CPD Credits*)
Finance Officers
Trust officers
HR practitioners
Employee benefits practitioners
Finance Officers
Trust officers
HR practitioners
Employee benefits practitioners
*We are a PRC-approved CPD provider.
The associated CPD credits for this seminar is for PRC approval.
SPEAKER:
George S. Ongkeko, Jr.
FASP, ASA, FRM, CFA
Consulting Actuary
FASP, ASA, FRM, CFA
Consulting Actuary
FEE:
Regular Fee: P 4,000 + 12% VAT (4,480)
Early Bird Fee: P 3,500 + 12% VAT (3,920)*
*for full payments on or before May 31, 2018
Additional 10% charge for walk in and payments made on the event.
Fee includes handouts, sample actuarial report, certificate, and snack.
Payments are transferable but non-refundable.
REQUIREMENT (Optional)
Bring a copy of your company’s previous actuarial valuation, and/or financial statement disclosure
on retirement.
on retirement.
MODE OF PAYMENT:
Please deposit your registration fee at any BDO branch with the following details
Bank Branch: BDO, Boni-Ligaya branch
Account Name: Key Actuarial Intelligence, Inc.
Current Account No.: 459-019-9710
Email a scanned copy to crisel.dejesus@keyActuarial.com
Account Name: Key Actuarial Intelligence, Inc.
Current Account No.: 459-019-9710
Email a scanned copy to crisel.dejesus@keyActuarial.com
RESERVATIONS:
Please call Chriz or Jervie at (02) 634 4244 or email us at
crisel.dejesus@keyActuarial.com or jervie.magbanua@keyActuarial.com
Reservation without full payment is valid only until June 22, 2018
crisel.dejesus@keyActuarial.com or jervie.magbanua@keyActuarial.com
Reservation without full payment is valid only until June 22, 2018
SPONSOR COMPANY DETAILS:
We are an actuarial consulting firm specializing in valuation of retirement plans; insurance
product design, studies and valuations; and portfolio and risk analysis.
407A F. Ortigas St. Mandaluyong City
+63 2 634 42 44
www.keyActuarial.com
407A F. Ortigas St. Mandaluyong City
+63 2 634 42 44
www.keyActuarial.com
SPEAKER DETAILS:
George has over a decade of actuarial experience in the academe, insurance industry of various institutions and employee
benefits consulting. Extensive consulting expertise was honed during his term as the Chief Actuary.
As an actuary, George has achieved the status of [1] Fellow of the Actuarial Society of the
Philippines, and [2] Associate of the Society of Actuaries (USA). Extending his expertise beyond the
traditional actuarial science, he obtained the FRM (Financial Risk Manager) designation and is currently
a CFA charterholder as well.
As an academician, George has published actuarial papers and is a professional lecturer at the
actuarial master’s program at the Institute of Mathematics, University of the Philippines – Diliman.
benefits consulting. Extensive consulting expertise was honed during his term as the Chief Actuary.
As an actuary, George has achieved the status of [1] Fellow of the Actuarial Society of the
Philippines, and [2] Associate of the Society of Actuaries (USA). Extending his expertise beyond the
traditional actuarial science, he obtained the FRM (Financial Risk Manager) designation and is currently
a CFA charterholder as well.
As an academician, George has published actuarial papers and is a professional lecturer at the
actuarial master’s program at the Institute of Mathematics, University of the Philippines – Diliman.