Certificate Series



Certificate Series

Instructors

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

Jason Ahl, EA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York
Rae Anne Beaudry
Senion Vice President
Regional Employee Benefits
  Practice Group Leader
USI Insurance Services
Brookfield, Wisconsin
Michael E. Callahan, CPC, CWS®,
EA, FSPA, RMASM

President, LEAP2Retire, Inc.
Principal, Retirement Plan
   Advisory Services, LLC
Southington, Connecticut
Lewis E. Devendorf
Mercer Human Resources
   (Retired)
Consultant
Rio Verde, Arizona
Steven Draper
Senior Manager
Ernst Young
Dallas, Texas
Mark J. Dunlop, CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU
Principal
Designed Benefit Incentives
St. Louis, Missouri
Laura Earley, CEBS
Account Executive
IMA of Colorado
Jay K. Egelberg, ASA, EA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York
R. Scott Gregory, FSA
President
R. Scott Gregory, Inc.
Annapolis, Maryland
Paul Hackleman
Senior Consultant, NFP
Trustee, San Mateo County
   Employees’ Retirement
   Association (SamCERA)
Burlingame, California
Mindy Harris
Senior Consultant,
   Government Plans
NFP
Vancouver, Washington
Crystal V. Hover, CEBS
CEO and Chief Strategist
Kitchen Table Consulting
Los Angeles, California
Peter W. Kennedy
Principal
PRM Consulting Group
Rockville, Maryland
Karyne Kieta
Management Consultant
Bend, Oregon
Ronald Krupa, CEBS,
ISCEBS-Fellow

Senior Manager, ACA Services
Ernst & Young
Tampa, Florida
Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida

Dawn M. Lichtner, CEBS
Relationship Executive
The Vanguard Group
Valley Forge, Pennsylvania
Thomas R. Margenau
Social Security Consultant
Fort Collins, Colorado
Larry D. Montan
Director (Retired)
Deloitte Consulting LLP
Minneapolis, Minnesota
Linda Robertson, M.S.F.S., CEBS,
CFP, ChFC

Director of Planner Operations
Financial Finesse, Inc.
El Segundo, California
Bruce D. Schobel, CEBS, CLU, FSA, MAAA
Consulting Actuary          
Winter Garden, Florida
Anne P. Sperling, CSA, LPRT
President and CEO
Vanguard Resources, Inc.
Santa Fe, New Mexico
Bill Tugaw
Managing Director,
   Government Plans
NFP
El Dorado Hills, California

Paul Wroblewski, ASA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York







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