CCA Volunteer Committees

The Conference of Consulting Actuaries maintains the following volunteer-driven committees to achieve our goals. We thank the many volunteers for their continued efforts. If you are interested in participating in a committee, please complete the Volunteer Form and a representative of the CCA will contact you to answer any questions regarding time commitments and activities.

Governance Committees

Meets at least once each year to review the 401(k) investment options.

Reports To

Ellen L. Kleinstuber

Chair
Paul M. Sepe

Committee Members

  • Ellen L. Kleinstuber
  • Jerry Mingione
  • Robert J. Reiskytl
  • Paul M. Sepe
  • Dale H. Yamamoto

Staff Liaison
Jim Uhlarik

The Committee is responsible for reviewing and recommending any employee benefit program changes to the Board. Additionally, the Committee assists the Executive Director with employee benefit program administration as needed.

Reports To

Ellen L. Kleinstuber

Chair
Derek N. Guyton

Committee Members

  • Melissa Chacko
  • Robert J. Reiskytl
  • John J. Schubert
  • Dale H. Yamamoto

Staff Liaison
Jim Uhlarik

This committee reviews and analyzes the financial condition of the Conference and presents the annual budget and quarterly financial statements to the Board of Directors. The Treasurer serves as the committee chair.

Reports To

Maria M. Sarli

Chair
Derek N. Guyton

Committee Members

  • Michael S. Clark
  • Eli Greenblum
  • Judith A. Kermans
  • Ellen L. Kleinstuber
  • Jerry Mingione
  • Nadine Orloff
  • Craig P. Rosenthal

Staff Liaisons
Kelly M. Fanella
Jim Uhlarik

This Task Force is constituted by the President on an as-needed basis.

Reports To

Maria M. Sarli

Chair
John H. Lowell

Committee Members

  • Richard H. Bailey, III
  • Mariah Becker
  • Douglas J. Carey
  • Donald E. Fuerst
  • Shannon Peterson
  • Maria M. Sarli

Staff Liaison
Kelly M. Fanella

This committee is responsible for reviewing and determining staff compensation.

Chair
Michael S. Clark

Committee Members

  • Ellen L. Kleinstuber
  • Maria M. Sarli

Staff Liaison
Kelly M. Fanella

Reports To

Maria M. Sarli

Chair
Ellen L. Kleinstuber

Committee Members

  • Stephen N. Eisenstein
  • Eli Greenblum
  • Derek N. Guyton
  • Felix A. Okwaning
  • David Scharf
Staff Liaison
Kelly M. Fanella

This committee is responsible for nominating a slate of candidates for the Board of Directors for presentation to and approval by the CCA members. This committee also develops a slate of candidates for officers of the CCA for presentation to and approval by the Board of Directors.

Chair

Michael S. Clark

Committee Members

  • Ellen L. Kleinstuber
  • John H. Lowell
  • Edward M. Pudlowski
  • Maria M. Sarli

Staff Liaison
Kelly M. Fanella

This committee assesses the feasibility of strategic initiatives recommended by the Board of Directors, prioritizes and determines the implementation process for these initiatives, and makes recommendations to the Board.

Reports To

Maria M. Sarli

Chair
Ellen L. Kleinstuber

Committee Members

  • Douglas J. Carey
  • Sherry S. Chan
  • Derek N. Guyton
  • Cheryl A. Ham
  • Justin N. Hornburg
  • James L. Jones
  • Yi-Ling Lin
  • John Malcolm Merrill

Staff Liaison
Kelly M. Fanella

To honor Irwin I. “Wynn” Kent, President from 1989-1990 for the Conference of Consulting Actuaries, his family and friends established an award in Mr. Kent’s name through The Actuarial Foundation.

The intent of this award is to recognize members of the actuarial profession who have contributed to the public’s understanding of financial risk and to encourage more actuaries to engage in these activities. Activities recognized by the Award include, but are not limited to: Literature, speeches, work with the media, and volunteering and representing the profession in areas outside the actuarial profession.

The Committee is responsible for reviewing nominations submitted and making recommendations for recipients based on the criteria established. The Committee members work in conjunction with The Actuarial Foundation staff to ensure that the process is timely.

Reports To

Maria M. Sarli

Chair
John H. Lowell

Committee Members

  • Kenneth A. Kent
  • Nadine Orloff
  • John J. Schubert
  • Dale H. Yamamoto
Staff Liaison
Kelly Fanella

Member Committees

This committee plans the program for the Annual Meeting, subject to the approval of the Board of Directors, and is responsible to the Board for the design and implementation of such programs.

Reports To
Maria M. Sarli

Chair
Elizabeth A. Wiley

Vice Chair
Edward M. Pudlowski

Committee Members
  • Stuart H. Alden
  • Paul Angelo
  • Mariah Becker
  • Elena V. Black
  • Stephanie Calandro
  • Douglas J. Carey
  • Michael S. Clark
  • Michael J. de Leon
  • James Dolstad
  • Jay K. Egelberg
  • Stephen N. Eisenstein
  • Wilfredo J. Gaitan
  • Richard O. Goehring
  • Cheryl A. Ham
  • Scott A. Hittner
  • Mitchell H. Hofing
  • Koren L. Holden
  • Justin N. Hornburg
  • Troy William Jaros
  • James L. Jones
  • Todd David Kanaster
  • Kelly Lynn Karger
  • David J. Kershner
  • Sumit Kundu
  • Yi-Ling Lin
  • Deborah J. Marcotte
  • Bryan Matthew McCormick
  • Phillip A. Merdinger
  • John Malcolm Merrill
  • Jerry Mingione
  • Mitsuyasu Nishiwaki
  • Felix A. Okwaning
  • Jeremy P. Olszewski
  • Trevis G. Parson
  • Yubo Qiu
  • Craig P. Rosenthal
  • Patricia A. Rotello
  • Lance Paul Roteman
  • David Scharf
  • John J. Schubert
  • Margaret Tiller Sherwood
  • Alan J. Silver
  • Mike Spetko
  • Gail Steward
  • Tanya E. Sun
  • Todd N. Tauzer
  • Thomas S. Terry
  • David M. Tuomala
  • Lance J. Weiss
  • Dale H. Yamamoto

Staff Liaison
Matt Noncek

Reports To
Maria M. Sarli

Chairs
Ellen L. Kleinstuber
Maria M. Sarli

Committee Members

  • Paul Angelo
  • James G. Berberian
  • Michael S. Clark
  • Kevin Joseph Donovan
  • Bruce C. Gaffney
  • David R. Godofsky
  • Eli Greenblum
  • James E. Holland, Jr.
  • Jessica Kachur
  • Judith A. Kermans
  • Tonya B. Manning
  • Jess McGrath
  • Nadine Orloff
  • David J. Pittman
  • John A. Potts
  • Craig P. Rosenthal
  • Mark Shemtob
  • Bonita Jo Wurst

Staff Liaison
Matt Noncek

This task force seeks ways for the CCA to prevent racism in the actuarial community.

Reports To
Maria M. Sarli

Chair Felix A. Okwaning

Committee Members

  • Melissa Chacko
  • Michael S. Clark
  • Stephen N. Eisenstein
  • Yi-Ling Lin
  • David Scharf
  • Tanya E. Sun
  • Paul B. Zeisler

Staff Liaison
Shannon Peterson

This committee develops and implements communications and social media strategies to enhance the value of CCA membership to consulting actuaries and to promote the activities of the CCA and its membership to the general public.

Reports To

Felix A. Okwaning

Chair
Michael S. Clark

Committee Members

  • Stephen N. Eisenstein
  • Scott A. Hittner
  • Tonya B. Manning
  • Tanya E. Sun
Staff Liaisons
Rachael McLaughlin
Shannon Peterson

This committee advises the VP of Communities and Special Interest Groups (SIGs) (“groups”) and assists the VP in the oversight of the groups. The existing groups are:

  • Public Plans Community
  • Healthcare Community
  • Emerging Leaders SIG
  • Multiemployer Plans SIG
  • Corporate Qualified Pensions SIG
  • Smaller Actuarial Consulting Firm SIG

A SIG is a group of individuals with a common interest that exchanges ideas and meets periodically. A Community is an SIG that has a Steering Committee and creates Continuing Education content and/or publish documents for public consumption (through the CCA’s Public Policy Process).

The creation of new groups is determined by the Leadership Team (President, President-elect and Immediate Past President) at the request of the VP of Communities and SIGs.

The following are some of the tasks that committee members may be asked to perform:

  • Act as a sounding board for the VP
  • Advise the VP on goals, strategies and tactics for groups and the CCA’s Community Platform
  • Provide suggestions for topic areas for new groups
  • Assessment of whether any groups should be disbanded
  • Encourage and spur group discussions in the CCA’s Community Platform
  • Review specific discussion postings and assess them for potential removal from the Platform
  • As the number of groups grows, provide logistical support to the VP, e.g. attending group conference calls and/or in-person meetings at the Annual Meeting

Reports To
Stephen N. Eisenstein

Chair
Stephen N. Eisenstein

Committee Members

  • Cheryl A. Ham
  • Lauren Meyer
  • Jeremy P. Olszewski
  • Craig P. Rosenthal
  • Stacey Marie Schmid

  • Joshua Shapiro

Staff Liaisons
Kelly M. Fanella
Shannon Peterson

Reports To
Maria M. Sarli

Committee Members

  • Stephen N. Eisenstein
  • Edward M. Pudlowski
  • Tanya E. Sun

  • Elizabeth A. Wiley

Staff Liaison
Shannon Peterson

Reports To
David Scharf

Chair
Elizabeth A. Wiley

Committee Members

  • Richard H. Bailey, III
  • Judith A. Kermans
  • Donald J. Rueckert, Jr
  • Susanne Simon

  • Todd N. Tauzer

Staff Liaison
Kelly M. Fanella

This committee focuses on identifying member engagement opportunities and placement of volunteers into suitable roles. The committee creates communications about opportunities and establishes and maintains follow through of communications through various channels to various chairs regarding opportunities that might match the identified volunteer. The committee ensures that volunteers are appropriately placed, and if unable to do so, the committee fully communicates the challenges encountered back to the member. The goal is to ensure a member’s volunteer offer is welcomed and managed by establishing an appropriate opportunity that makes use of that volunteer’s talents that also benefits the CCA members at large through specific volunteer efforts.

Reports To
Felix A. Okwaning

Chair

  • Richard H. Bailey, III
  • Stephen N. Eisenstein
  • Judith A. Kermans
  • Kathleen P. Lamb
  • Craig P. Rosenthal

Staff Liaison
Kelly M. Fanella
Shannon Peterson

The purpose of this committee is to promote sound actuarial considerations for healthcare reform proposed at the national and state level, provide an open forum for the exchange of ideas among healthcare actuaries, and encourage participation in national and local efforts to voice actuarial perspectives regarding healthcare improvement. The committee members work through an online discussion forum and live conference calls. This group is developing an online reference area as well as online "live meeting" capabilities. In addition, committee members may participate in and contribute to Conference presentations, seminars, webcasts and other continuing educational offerings.

Reports To

Stephen N. Eisenstein

Chair
Edward M. Pudlowski

Committee Members

  • Joshua William Axene
  • Thomas Edward Persichetti
  • Adam J. Reese
  • Jeffrey L. Smith
  • Tanya E. Sun
  • David M. Tuomala
  • Dale H. Yamamoto

Staff Liaison
Matt Noncek

This committee plans the program for the CCA Healthcare Meeting, subject to the approval of the Board of Directors, and is responsible to the Board for the design and implementation of such programs.

Reports To

Maria M. Sarli

Chair
David M. Tuomala

Vice Chair
Edward M. Pudlowski

Committee Members

  • Stuart H. Alden
  • James Dolstad
  • Debra S. Medlin
  • Thomas Edward Persichetti
  • Adam J. Reese
  • Chris L. Sipes
  • Dale H. Yamamoto

Staff Liaison
Matt Noncek

This group helps to identify additional methods for attracting and meeting the needs of the upcoming generations of actuaries through CCA offerings, and it provides the opportunity for idea exchange and collaboration among emerging leaders.

Reports To
Stephen N. Eisenstein

 

Chair
Michael S. Clark

Committee Members

  • Jamal Adora
  • Alice Bakley
  • Melissa Chacko
  • Scott Grenier
  • Yi-Ling Lin
  • Rebecca O'Loughlin
  • Elizabeth A. Wiley

Staff Liaison
Shannon Peterson

Reports To
Maria M. Sarli

Chair
Paul M. Sepe

Committee Members

  • Melissa Chacko
  • Michael S. Clark
  • Joan P. Ogden

Staff Liaison
Kelly M. Fanella

The purpose of this committee is to grow membership in the CCA by developing an increased awareness of the benefits of membership to consulting actuaries and their employers. Commitment – 1 year, with potential for renewal; 20 – 30 hours, meets at least monthly via conference calls.

Reports To
Eli Greenblum

Chair
Thomas A. Swain

Committee Members

  • Paul Angelo
  • Joan Boughton
  • Derek N. Guyton
  • Annette James
  • Ellen L. Kleinstuber
  • Kathleen P. Lamb
  • Felix A. Okwaning
  • Adrienne Cara Ostroff
  • Steven Robert Pribis
  • Robert J. Reiskytl
  • Lawrence E. Scherer

Staff Liaisons
Shannon Peterson
Kakoli Dutta

 

This committee is responsible for the development and delivery of education and training on the topic of professionalism, and to serve as a resource for information on professionalism to CCA members. All committee work is put forth to the Board of Directors for approval before release.

Reports To

David Scharf

Chair
Ellen L. Kleinstuber

Committee Members

  • Stephen N. Eisenstein
  • John H. Moore
  • William C. Walter, Jr.
  • Paul B. Zeisler

Staff Liaisons
Kelly M. Fanella
Shannon Peterson

This Committee is charged to advance the sound actuarial and governance practice in the public sector pension and employee benefits arena by providing guidance for the activities of the Public Plans Community and its Volunteer Working Group. This group provides leadership, input and support to all CCA educational opportunities.

Reports To

Stephen N. Eisenstein

Chair
Paul Angelo

Vice Chair
Thomas B. Lowman

Committee Members

  • Brent A. Banister
  • David L. Driscoll
  • William B. Fornia
  • William R. Hallmark
  • Koren L. Holden
  • David Lamoureux
  • Stephen T. McElhaney
  • Brian B. Murphy
  • Mark Olleman
  • James J. Rizzo
  • Todd N. Tauzer
  • Lance J. Weiss
  • Elizabeth A. Wiley

Staff Liaison
Shannon Peterson

Reports To
Ellen L. Kleinstuber

Committee Members

  • Rebekah D. Bayram
  • Eli Greenblum
  • Thomas B. Lowman
  • Edward M. Pudlowski
  • John J. Schubert
  • Todd N. Tauzer
  • David M. Tuomala
  • Dale H. Yamamoto

Staff Liaison
Kelly M. Fanella

Reports To
Ellen L. Kleinstuber

Chair
Derek N. Guyton

Committee Members

  • James Jones
  • Felix A. Okwaning
  • Tom Persichetti
  • Paul M. Sepe

Staff Liaison
Kelly M. Fanella

This committee is responsible for the design, implementation, speaker recruitment and presentation coordination of all CCA webinars. This committee presents a full slate of webinars each Fall for the upcoming year, and meets via conference call throughout the year to monitor recruiting progress. Commitment – 1 year, with potential for renewal; 20 hours; quarterly conference calls, 1 meeting requiring travel in August.

Reports To
Maria M. Sarli

Chair
David Scharf

Committee Members

  • Stuart H. Alden
  • Julia Friedman
  • Jennifer L. Greenwell
  • Joseph Dean Heintzelman
  • Kenneth J. Herbold
  • Judith A. Kermans
  • Debra S. Medlin
  • Michael John Noble
  • Jason Petroske
  • Barbara J. Ruel
  • Lawrence J. Sher
  • Chris L. Sipes
  • David M. Tuomala
  • Vicente Eduardo Velarde
  • Troy L. Ware
  • Dale H. Yamamoto

Staff Liaison
Marie Shaw

This task force was designed to participate in the process to rebuild the website to improve user experience and create a mobile responsive website.

Reports To
Maria M. Sarli

Chair
Craig P. Rosenthal

Committee Members

  • Michael S. Clark
  • Tracy Lynn Gantz
  • Ellen L. Kleinstuber
  • Rachael McLaughlin
  • Shannon Peterson
  • Robert J. Reiskytl
  • Stacey Marie Schmid
  • Amy Sue Timmons

Staff Liaison
Kelly M. Fanella

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