Session:
Leveraging AI to Better Serve Your Members
Leveraging AI to Better Serve Your Members
Session Description:
In this panel discussion, panelists will discuss the various ways artificial intelligence can be leveraged to enhance the service provided to your members and participating employers. The intent is for the panel discussion to be interactive, so come ready to share and discuss some of your own professional experiences. The discussion will start with an overview of what AI is today and some common misconceptions. Since organizations are at different places on their AI journey, a summary discussion will take place to discuss the initial steps in establishing an AI mindset in your organization. Whether it be knowing the right tools for the right purposes, establishing proper governance, or data security, the panelists will provide insights into how to build a successful AI culture within your organization. The final half of the panel aims for participants to share their own experiences using AI and discuss the multiple use cases and opportunities AI can provide to better serve your members.
Panelists:
Vincent Houle, Linea Solutions
Vincent Houle
Associate Principal Consultant
Linea Solutions
Vincent is an Associate Principal Consultant at Linea Solutions and has been in the Pension and Benefits administration industry for nearly 20 years. He has been a strategic partner for a variety of funds, large and small, in North America, guiding them through their modernization journey. He has led multiple exciting initiatives such as defining modernization strategies and roadmaps, re-engineering outdated processes, procuring new Pension Administration Systems, integrating ancillary tools such as Portals, CRM, Workflows, Electronic Content Management, and provided oversight on system implementations.
All these initiatives are very complex and not only have a huge impact on your plan’s members but will affect a significant number of stakeholder groups in your organization, Vincent has gained significant experience in maximizing the effectiveness of such modernization initiatives by ensuring all stakeholders are involved at the right level, at the right time and that no one is left behind.
Vincent holds a degree in Actuarial Mathematics from Concordia University and has obtain a Change Management certification from Prosci. He is also actively involved in the industry, currently being the Chair of the Strategic Initiatives Committee for the Association of Canadian Pension Management.
Amy Timmons, Segal
Amy S. Timmons, FSA, MAAA, EA, CFA, PMP
Senior Vice President and Senior Consultant, Administration and Technology Consulting
Amy is a Senior Vice President and Senior Consultant in Segal’s Administration and Technology Consulting Practice (ATC). Amy is an efficiency expert assisting organizations in their operational, organizational, and technical needs by leveraging her expertise in technology, change management and process re-design. She has more than 30 years of experience delivering strategic solutions to private, public and international clients. Her experience has encompassed actuarial, investment, operational and technology consulting in the administration and management of all types of benefit programs.
Amy is an experienced leader having managed pension, health, technology, member/employer services, disability, actuarial, and accounting teams.
Amy has worked closely with participants, employers, staff, senior management, governing boards, industry organizations and legislative groups in assisting them with administrative reviews, organizational and governance evaluations, feasibility studies, strategic planning, third party administrator searches and technology acquisitions and reviews.
Professional background
Amy was a Vice President with The Segal Company from 1996 to 2007 and re-joined Segal’s Administration and Technology Consulting Practice in February 2018. Prior to re-joining Segal, Amy was the Retirement Practice Leader for DXC Technology, Inc. (DXC), formerly Covansys/HP, where she worked closely with clients and delivery teams to address business process and technology issues and identify strategic initiatives in the retirement environment.
Prior to joining Segal, Amy was the in-house actuary for Colorado Fire & Police Pension Association where she performed the actuarial valuations for over 140 affiliated defined benefit pension plans as well as coordinated and reviewed actuarial valuations performed by outside consultants, researched and recommended actuarial assumptions and methods and provided actuarial, legal, and technical support to legislative task forces and committees, staff, governing boards, employers, and members.
Amy also served as an Assistant Actuary for Security Life of Denver in their investment department where she was responsible for the implementation and maintenance of asset/liability performance analysis, preparation of monthly and annual investment reports, monthly balancing of insurance product portfolios, pricing of guaranteed investment contracts and provided actuarial support to the Chief Investment Officer.
Education/professional designations
Amy received a BS in Mathematics with minors in Actuarial Science, Computer Science and Economics from the University of Nebraska-Lincoln. She is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst and a Project Management Professional.
Amy is the past chairperson of the Society of Actuaries Pension Section Council and the founding chair of the American Academy of Actuaries Public Plan Task Force. She is also the co-chair of Segal’s Women’s Leadership Council and a member of Segal’s Public Sector Leadership Group.
Amy is a frequent speaker at national and local meetings on a variety of benefit relevant topics from strategic planning to operational improvement to technology enhancements
