Instructors

The following is a sample of instructors who have taught Certificate Series courses. For a full biography, click on the instructor's name.

Dennis R. Ackley
President
Ackley Associates
Lee’s Summit, Missouri

Rae Anne Beaudry

Principal & Vice President
Health Care System Consultants, Inc.
Milwaukee, Wisconsin

Ted Carlson, CEBS, CMC, FIMC

Managing Principal
Carlson's Consulting
Houston, Texas

N. Fredric Crandall, Ph.D.
Watson Wyatt Worldwide
Chicago, Illinois

Sandy Grogan Dresser
Human Resources Management Consultant
Reston, Virginia

R. Scott Gregory, FSA
President
R. Scott Gregory, Inc.
Annapolis, Maryland

David A. Harvey, CEBS

Account Executive
International Foundation of Employee Benefit Plans
Brookfield, Wisconsin

Stacey L. Kaplan, CCP
Managing Principal
Diamond Consulting Group LLC
West Bloomfield, Michigan

Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida

Thomas R. Margenau
Social Security Consultant
Fort Collins, Colorado

Betty Meredith, CFA, CFP, CRC
President
Discover Learning, Inc.
Ann Arbor, Michigan

Larry D. Montan
Director and Practice Leader
Deloitte
Minneapolis, MN

Robert W. Ridley, Esq.
Partner
Farmer & Ridley, LLP
Attorneys at Law
Los Angeles, California

Brian E. Schaefer

Founder and Principal
401(k) Ventures
Palo Alto, California

Kevin S. Seibert, CFP, CEBS, CRC
Managing Director
International Foundation for Retirement Education
Barrington, Illinois

Patricia L. Wegner, CEBS
Consultant
Wegner Benefits Consulting
Devine, Texas

 

Steven R. Andsager, FSA, EA
Principal and Partner
Towers Perrin
Chicago, Illinois

Anna C. Budnik, FSA, EA
Principal 
Towers Perrin
Chicago, Illinois

Douglas Carson

Social Security Consultant
Waukesha, WI

Lewis E. Devendorf
Principal
Mercer Human Resource Consulting
Atlanta, GA

Mark J. Dunlop, CEBS, FLMI, CLU, ChFC, CFP, RHU, REBC, AEP, AFC

Principal
Designed Benefit Incentive
St. Louis, Missouri

Paul Hackleman
Benefits Manager
San Mateo County
Redwood City, California

Robert B. Jones, J.D., CEBS, CPA
President
Innovative Compensation and Benefits Consulting
Bryn Mawr, Pennsylvania

Peter W. Kennedy

Principal
Kennedy & Rand Consulting, Inc.
Bethesda, Maryland

Jackson A. Loos
Chief Consulting Officer
Rael & Letson 
Edmonds, Washington 

John T. McCarthy, CFP
President
McCarthy Grittinger Financial Group, LLC
Milwaukee, Wisconsin

Dawn M. Milligan, CEBS
Relationship Manager
The Vanguard Group
Valley Forge, Pennsylvania

Deanna H. Nino, Esq.
Shareholder
Greenberg Traurig, LLP
New York, NY

Karen Roberts

Senior Vice President
Aon Consulting
Las Vegas, Nevada

Bruce D. Schobel, FSA, FCA, MAAA, CLU, CEBS
Vice President and Actuary
New York Life Insurance Company
New York, New York

Bill Tugaw
President
SST Benefits Consulting and Insurance Services, Inc.
Los Altos, California

David Wudyka

Managing Principal
Westminster Associates
Wrentham, Massachusetts