Board of Directors and Staff
CCA Board of Directors
David Scharf, President
David Scharf, an Actuary and Principal with Buck, serves as the Wealth Practice Leader for Innovation, and Executive Benefits and M&A Centers of Excellence Leader. He has over 25 years of experience advising clients on their employee benefits programs.
Yi-Ling Lin, President-Elect
Yi-Ling is a healthcare actuary and financial strategist. She is a pioneer in the development of sophisticated analytics that support organizations in navigating the new healthcare environment. In addition, Yi-Ling has over 20 years of experience advising clients on strategic planning, pricing and contract negotiations.
Derek N. Guyton, Immediate Past President
Derek N. Guyton has more than 40 years of health care benefits experience in the insurance, employee benefits and consulting field. He recently retired after 30 years as a Partner with Mercer’s Health & Benefits business in Chicago.
James L. Jones, Vice President Membership
James Jones has over 25 years of consulting experience in advising multinational companies on people-related issues as they navigate complex, global M&A transactions. His areas of expertise are specifically within employee benefits, functional HR, employee change management and communications, and organizational design.
Craig P. Rosenthal, Treasurer
Craig is a Partner in Mercer’s Wealth business that has spent most of his 30-year career providing strategic consulting advice to large/complex and multinational organizations. In this capacity, Craig provides consulting advice related to all aspects of retirement income / post-retirement benefit program management.
Paul M. Sepe, Secretary
Paul serves as Solution Advisor within WTW’s Health, Wealth & Career segment. In this role, he partners with large, global organizations based across North America to shape and deliver solutions to a variety of integrated human capital and benefits topics including Total Rewards, wellbeing, financial resilience, and diversity, equity, and inclusion.
Gail Steward, Vice President Communities
Gail is a Managing Consultant with over 35 years of pension and retiree medical experience. She advises clients on pension funding issues, plan design issues and plan terminations. She also advises clients on all aspects of retiree medical plans.
Elizabeth A. Wiley, Vice President Continuing Education
Elizabeth Wiley is a consulting actuary for Cheiron with over 15 years of actuarial experience, primarily specializing in public pension plans. She began her career in Texas, working exclusively on public pension plans with a significant emphasis on local municipality plans for firefighters and police officers.
Mr. Angelo is a Senior Vice President and Actuary in Segal’s San Francisco office. He has over 35 years of experience in the design, valuation and administration of large defined benefit plans, including corporate, governmental, Taft-Hartley and other collectively bargained plans.
Rob is a total rewards professional passionate about making a company stronger through its people. He focuses on creating an exceptional employee experience that is engaging and supportive of the needs of employees and their families while ensuring competitive, cost-effective benefits and reward programs that attract, retain, and inspire employees to achieve a company’s mission.
Mariah is the Director of Research and Education for the National Coordinating Committee for Multiemployer Plans. In this role, she evaluates and designs policy & technical proposals to protect and strengthen the multiemployer system, as well as to develop analysis to evaluate the economic impact of federal policies, regulations and industry developments.
Douglas J. Carey
Doug is a Director in the Human Capital Practice of Deloitte Consulting LLP. His more than 35years consulting experience includes working with large multinational clients on all aspects of their human resource issues with emphasis on global compensation and benefit plans.
Jim Dolstad is a Vice President in Optum’s Payer Actuarial team. In addition to traditional actuarial work, his expertise includes leveraging real world data, including social determinants of health, with machine learning and predictive analytics to assist clients improve clinical, operational, and financial performance.
Mr. Greenblum is a Senior Vice President and Chief Actuary for Segal. Based in Segal’s Washington, DC office, he has overall responsibility for Segal’s Actuarial practice, coordinating the activities es of the Office of the Chief Actuary and chairing the Company’s National Actuarial Policy Committee.
Cheryl A. Ham
I have over 20 years of health and benefits actuarial consulting experience. My experience includes strategy and plan design analysis, setting premium equivalent rates, reserve analysis, analyzing benefit plan costs and contribution setting for large and mid-sized employers.
Kenneth J. Herbold
Kenny is the Director of Actuarial Services for the Louisiana Legislative Auditor (LLA). Previously, he was the staff actuary for the Texas Pension Review Board. He spent more than a decade providing actuarial and administrative consulting on defined benefit and defined contribution retirement plans and post-retirement healthcare plans for private not-for-profit and for profit employers, governmental entities, hospital organizations, church plans and insurance companies.
Ellen L. Kleinstuber
Ellen Kleinstuber has over 25 years’ experience in the pension and actuarial field. Her specific expertise includes ERISA and Internal Revenue Code compliance for single employer plans, defined benefit funding, accounting and administration issues, retirement plan design and communications, nondiscrimination testing and defined benefit plan terminations.
Thomas E. Persichetti
Thomas has successfully worked with health care provider clients on risk evaluation and revenue management for 20+ years. His primary area of expertise is tailored for sophisticated clients that are seeking to preserve traditional revenue streams while maximizing investments in risk based revenue arrangements and upstream revenue opportunities.
Josh’s experience includes working with a wide range of organizations to ensure that their retirement programs meet their financial and human resources objectives while complying with the applicable laws and IRS, Pension Benefit Guaranty Corporation (PBGC), and Department of Labor regulations.
Tanya E. Sun
Tanya is a senior healthcare consultant in Aon’s Los Angeles office. She has been a Senior Healthcare consultant since 2009. She has worked with a wide variety of clients including leading institutions in Southern California, automobile companies, consumer goods and retail and entertainment industries.
Kelly Fanella, CAE
Associate Executive Director of Continuing Education
Director of Marketing & Communications
Shannon Peterson, MBA, CAE
Director of Membership and Communities
Membership and Education Coordinator
Education Events and Special Projects Manager
Finance and Human Resources Manager
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