Lisa G. Ullman FCA MAAA FSA EA

Retired

Contact Information

2 Still Street
Brookline, Massachusetts 02446
United States
Phone
6173715543
Email
lgu001@comcast.net
Lisa retired from full time retirement/postretirement benefit actuarial work in the fall of 2020. She continues to be an active volunteer in actuarial professional organizations. She frequently presents at professional conferences. At a Big-Four accounting firm, she was a subject matter specialist consulting on accounting for pensions and other postretirement benefits. As a US national resource, she advised on the accounting implications of employee benefit programs on employer’s and plan's financial statements under FASB, GASB, NAIC, and/or IFRS principles. She led the pensions and other postretirement benefits audit support in the Boston office and supervised pension and other postretirement benefits valuations. She served on the Actuarial Practice Committee which oversees US pension and health and welfare technical and actuarial policies. Prior to joining the Big-Four accounting firm, she worked on pension plan and postretirement benefit valuations and design as part of the Boston, MA office of a major international actuarial and employee benefits firm. She began her career as an analyst in the pension actuarial consulting group of a major insurance company in Hartford, CT. She is an elected Council Member of the SOA's Retirement Section. She is an interested party working with the Committee on Post-Retirement Needs and Risks of the SOA's Pension Section. She previously served as a member of the AAA’s Committee on Professional Responsibility.

Connections:

CCA Member Since 2011

Corporate DB/DC Government DB/DC Retiree Medical FAS106

The Gray Area of Professional Judgement 2020 CCA Virtual Annual Meeting (October 19, 2020)

Hot Topics in Pension Accounting 2019 CCA Annual Meeting (October 29, 2019)

Code of Professional Conduct: Point/Counterpoint 2018 CCA Annual Meeting (October 24, 2018)

Pension and Benefits Accounting for Foreign Plans 2018 CCA Annual Meeting (October 24, 2018)

A Primer on Investment and Related Issues 2017 CCA Annual Meeting (October 22, 2017)

Lump Sums 2011 Enrolled Actuaries Meeting (March 29, 2011)

Disclaimer

The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.