Paul Van de Water
Chair

Paul N. Van de Water

Kalipeni
Vice Chair

Josie Kalipeni

Friedman
Treasurer

Merrill Alisa Friedman

Holtz Eakin
Secretary

Douglas J. Holtz-Eakin

Conaway

Harry J. Conaway

Conrad

Cecilia A. Conrad

Dutta Gupta

Indivar Dutta-Gupta

Robert Espinoza

Fichtner

Jason J. Fichtner

Fluhr

Howard Fluhr

Tracey Gronniger

Mathur

Aparna Mathur

Perry

Alaine Perry

Pomeroy

Earl R. Pomeroy

John E. Slatery

Debra Whitman is the Executive Vice President of Policy, Strategy and International Affairs at AARP

Debra Whitman

William J. Arnone, Chief Executive Officer of the National Academy of Social Insurance
Ex-Officio

William J. Arnone

Chair

Paul N. Van de Water

Paul N. Van de Water is a Senior Fellow at the Center on Budget and Policy Priorities. He was Vice President for Health Policy at the National Academy of Social Insurance from 2005 through 2008. Previously, he served as Assistant Deputy Commissioner for Policy at the Social Security Administration (SSA), Associate Commissioner for Research, Evaluation and Statistics at SSA, and Assistant Director for Budget Analysis at the Congressional Budget Office. Mr. Van de Water has written extensively on Social Security, Medicare, and governmental finance and has testified before several Congressional committees. He received his Ph.D. in economics from the Massachusetts Institute of Technology. A founding member of the National Academy of Social Insurance, he has edited several Academy publications.

Vice Chair

Josie Kalipeni

Born in Malawi, Josephine Kalipeni has seen inequities in one of the poorest countries in the world and in one of the richest. As a social worker, she saw firsthand the systemic challenges families experienced. As a result, she’s committed to transforming systems and policies, including dismantling racism and toxic narratives of individualism, scarcity and “the deserving.” Kalipeni is also committed to fighting the devaluation of care and caregiving, and believes that everyone has dignity and should be able to thrive on their own terms. She leads with the belief that those most impacted by the problems are closest to the solutions, and has worked in policy advocacy, organizing, and strategy development for two decades centering those most marginalized. She is a connector that catches a vision and executes it. Prior to her current position, Kalipeni was the Director of Policy and Partnerships at Caring Across Generations and has worked in advocacy, organizing, and policy research for 15 years. In her roles at Caring Across Generations, InnerChange, and Rock the Red Pump, Kalipeni advocated for and developed policy to achieve health equity and gender and racial justice. Through grassroots legislative campaigns and policy research, she formulated key policy components in direct service of low-income families on Medicaid, Medicare, Social Security, and unemployment insurance, helping them to navigate public services and health care.

Other previous positions include advocacy and policy work at Families USA, the Illinois Campaign for Better Health Care, and the Illinois NAACP among others. Kalipeni has written several policy papers, including “A Framework for State Solutions” and “The American Care Landscape: Challenges and Solutions for the 21st Century” which were recently published in the Public Policy and Aging Report journal. Josie Kalipeni received her M.A. in social justice and community development from Loyola University-Chicago. She has been a Member of the Academy since 2018.

Treasurer

Merrill Alisa Friedman

Merrill Alisa Friedman is Regional Vice President of Inclusive Policy & Advocacy, at Elevance Health, where she leads the strategic planning of advocacy, collaborations, and development of alliances. In this role she informs public policy and health plan approaches for people with disabilities, older adults, children, youth, and young adults in foster care and individuals who are justice-involved, along with drivers of health strategies. She leads a team that engages advocates, families, policy decision-makers, community-based organizations, and providers to inform and design person-centered health care and support services. Ms. Friedman and her team work to ensure that the diverse needs of older adults and people with disabilities are addressed in managed care programs. She also leads the National Advisory Board on Improving Healthcare Services for Older Adults and People with Disabilities (NAB), comprised of distinguished and culturally diverse community advocates, health care experts, and academics who provide guidance and policy recommendations for transforming health care access and long term services and supports.

Friedman led the development of a foster care agency in Michigan (2005-2007), where she had wide-ranging duties, including management and leadership, guidance of clinical and social support services, operations, fundraising, board development, and marketing collaterals. She owned and operated a residential treatment program for at-risk and adjudicated youth (2000-2005) and prior to that she spent many years in direct care, administration and development of programs supporting children and adolescents with serious emotional disturbance and at-risk youth.

Friedman has served on numerous national boards and commissions. She was appointed by President Barack Obama to the President’s Committee for People with Intellectual Disabilities and by Governor Jennifer Granholm to the MI Statewide Independent Living Council where she also served as Board Chair. Currently, Friedman serves on the board of directors for Rebuilding Together and is a member of the Advancing States MLTSS Institute Advisory Board. Friedman became a member of the National Academy of Social Insurance in 2017. She has a bachelor of arts degree in psychology from Towson State University.

Secretary

Douglas J. Holtz-Eakin

Douglas J. Holtz-Eakin is President of the American Action Forum. During the 2008 Presidential Campaign, he served as John McCain’s Policy Director. Prior to these positions, Dr. Holtz-Eakin served as a Senior Fellow at the Peterson Institute for International Economics, where he worked on issues of globalization and healthcare policy. From 2003 to 2005, he served as the Director of the Congressional Budget Office. A former senior staff economist for George H.W.Bush and a Senior Economic Advisor for George W. Bush, Dr. Holtz-Eakin is the recipient of the 2006 Morris and Edna Zale Award for Outstanding Achievement in Policy Research and Public Service. In addition to his public service, Dr. Holtz-Eakin has held several appointments at Columbia University, Princeton University and Syracuse University. A member of the National Academy of Social Insurance since 2008, Dr. Holtz-Eakin holds a Ph.D. in Economics from Princeton University.

Harry J. Conaway

Harry J. Conaway is Executive Director of Policy Futures Network, an organization working to bring together diverse experts and thought leaders, research, and perspectives to develop alternative, coherent visions of future US retirement, financial security, health and other policy frameworks. From 2015 to early 2018, Conaway was President and Chief Executive Officer of the Employee Benefit Research Institute (EBRI). Previously (1989-2015), Conaway worked on employee benefits, health, and retirement issues at Mercer, where he was a senior partner and head of Mercer’s Washington Resource Group, which included nearly 55 lawyers, actuaries, accounting experts, librarians, researchers, knowledge managers, and IT/systems professionals. He worked at the Office of Tax Policy in the U.S. Treasury Department from 1983-1988 on US retirement, health, and other employee benefit legislation and regulations. Conaway was also an associate in the law firm of Miller & Chevalier (1980-1983), where he focused on employer-sponsored retirement, health, and other employee benefit programs. Since 2016, Conaway has been a member of the National Academy of Social Insurance and of the International Foundation of Employee Benefit Plans. He has a J.D. from The George Washington University Law School (1980) and a Master’s Degree in South Asian Regional Studies from the University of Pennsylvania (1977).

Cecilia A. Conrad

Cecilia A. Conrad is CEO of Lever for Change and a Managing Director at the John D. and Catherine T. MacArthur Foundation. In addition to her role at Lever for Change, Dr. Conrad oversees the MacArthur Fellows program and MacArthur’s 100&Change. Before joining the Foundation in January 2013, she had a distinguished career as both a professor and an administrator at Pomona College, Claremont, CA. She joined the economics faculty at Pomona College in 1995. She served as Associate Dean of the College (2004-2007), as Vice President for Academic Affairs and Dean of the College (2009-2012), and as Acting President (Fall 2012). From 2007-2009, she was interim Vice President and Dean of the Faculty at Scripps College. As Associate Dean and Vice President for Academic Affairs at Pomona, Conrad championed the College’s summer undergraduate research program and expanded it to the arts and humanities, led conversations regarding the value and assessment of a liberal arts college education, nurtured collaborations between the arts and the sciences, and worked with academic departments to improve the campus climate for diversity. Her work has appeared in both academic journals and nonacademic publications including The American Prospect and Black Enterprise. In 2002, she was recognized as California’s Carnegie Professor of the Year, a prestigious national award that recognizes faculty members for their achievement as undergraduate professors. Before joining the faculty at Pomona College, Conrad served on the faculties of Barnard College and Duke University. She was also an economist at the Federal Trade Commission and a visiting scholar at The Joint Center for Political and Economic Studies. Conrad was the director of the American Economic Association’s (AEA’s) Committee on the Status Minority Groups in the Economics Profession (CSMGEP)’s mentoring program. She is a past president of the National Economic Association and of the International Association for Feminist Economics. She serves on the Board of Trustees of Bryn Mawr College and the Poetry Foundation and has been a Member of the National Academy of Social Insurance since 2006. Conrad received her B.A. from Wellesley College and her Ph.D. in economics from Stanford University.

Indivar Dutta-Gupta

Indivar Dutta-Gupta  is Co-Executive Director at the Georgetown Center on Poverty & Inequality where he leads work to develop and advance ideas for reducing domestic poverty and economic inequality, with particular attention to gender and racial equity. Indivar also serves on the National Academy of Social Insurance’s (NASI) board of directors and is a member of the Institute for Research Poverty, Employment and Self-Sufficiency Network.

Previously, Indivar was Project Director at Freedman Consulting, LLC, leading strategic initiatives for major philanthropies, children’s groups, and workers’ organizations. Indivar served as Senior Policy Advisor at the Center on Budget and Policy Priorities, focusing on budget and tax policies and cross-cutting low-income issues. Earlier, he served as Ways and Means Committee Professional Staff in the U.S. House of Representatives.

Indivar was an Emerson National Hunger Fellow at DC Hunger Solutions and the Center for American Progress. Indivar was named a First Focus Campaign for Children Champion for Children and received the Congressional Hunger Center Alumni Leadership Award (2016). He was named one of Washington Life magazine’s most Influential 40-And-Under Leaders (2013) and Rising Stars 40 And Under (2016). Indivar is an honors graduate of the University of Chicago and a Harry S Truman Scholar.

Robert Espinoza

Robert Espinoza is the Chief Executive Officer at the National Skills Coalition, which fights for state and federal policies that promote inclusive, high-quality skills training so that more people have access to a better life and more local businesses see sustained growth. In addition, Robert serves as a Nonresident Senior Fellow at the Brookings Institution and sits on the board of directors for the National Academy of Social Insurance, the FrameWorks Institute, and the American Society on Aging, where he holds the position of Chair Elect. In 2020, Robert was selected for the inaugural CARE100 list, recognizing him as one of the most forward-thinking individuals reshaping the landscape of caregiving in America, and as one of Next Avenue’s 2020 Influencers in Aging. Since 2023, he has hosted A Question of Care, a widely syndicated podcast exploring the many challenges facing our country’s caregiving system.

Jason J. Fichtner

Jason J. Fichtner is vice president and a senior economist at the Bipartisan Policy Center. He was recently a senior lecturer of international economics and an Associate Director of the International Economics and Finance (MIEF) program at Johns Hopkins University School of Advanced International Studies (SAIS) where he taught courses in public finance, cost-benefit analysis, and behavioral economics. His research focuses on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment. Previously, he was a Senior Research Fellow with the Mercatus Center at George Mason University. Fichtner also served in several positions at the Social Security Administration, including as Deputy Commissioner of Social Security (acting), Chief Economist, and Associate Commissioner for Retirement Policy. He also served as a Senior Economist with the Joint Economic Committee of the US Congress, as an Economist with the Internal Revenue Service, and as a Senior Consultant with the Office of Federal Tax Services at Arthur Andersen, LLP. Fichtner earned his B.A. from the University of Michigan, Ann Arbor; his M.P.P. from Georgetown University; and his Ph.D. in public administration and policy from Virginia Tech. Fichtner is the author of The Hidden Cost of Federal Tax Policy and editor of The Economics of Medicaid. He became a member of the National Academy of Social Insurance in 2017 and currently serves on the Board of Directors as Treasurer.

Howard Fluhr

Howard Fluhr is Chairman Emeritus of Segal, having been Chairman for 11 years, after serving 12 years as President and Chief Executive Officer. Mr. Fluhr served as a member of the company’s board for 29 years. He is the author of numerous articles and has spoken extensively on human resource and employee benefits issues. Mr. Fluhr has also spoken on the interplay of private pensions, Social Security and public policy, including testimony before a Presidential commission. He is a Fellow of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries and the Canadian Institute of Actuaries, a Member of the American Academy of Actuaries, the International Actuarial Association, and an Enrolled Actuary. Mr. Fluhr is a trustee of the Committee for Economic Development. He was a member of the Board of Trustees of the Employee Benefit Research Institute (EBRI) from 1994 to 2019 and served as their Chairman of the Board for two years. He has served as a Board member and Vice President of the Conference of Consulting Actuaries and as a Board member of the American Academy of Actuaries, for which he also served as Vice President of its Pension Council. A member of the National Academy of Social Insurance since 2006, he has been a member of the Board since 2014. He is also a member of the Dean’s Advisory Council of NYU’s College of Arts and Sciences. Mr. Fluhr received his B.S. (cum laude) in mathematics and philosophy from New York University.

Tracey Gronniger

Tracey Gronniger is the Managing Director for Justice in Aging’s Economic Security team and is based in the Washington, DC office. She spent nearly ten years as a senior staff attorney at the Federal Trade Commission, in its Bureau of Consumer Protection. While there, she litigated a variety of cases to halt fraudulent and deceptive marketing practices, including actions to stop fake Medicare schemes, government grant scams, and phony business opportunities. She also coordinated the Bureau’s Legal Services Collaboration and Every Community Initiative, which seek to ensure that the agency meets the consumer protection needs of underserved and at risk consumers, including older Americans. In that role she worked with a wide range of legal services organizations and community advocates to identify and address pressing consumer protection issues, and to respond to their needs for relevant training, information, and resources. Tracey received her J.D. from the University of Michigan Law School and graduated from Harvard University. State Bar Admission: California and Maryland.

Aparna Mathur

Aparna Mathur is a Senior Manager in Economics at Amazon. She previously served as a Senior Economist at the Council of Economic Advisers. Prior to joining CEA, she was a resident scholar in economic policy studies at the American Enterprise Institute. She received her Ph.D. in economics from the University of Maryland, College Park in 2005, and is currently serving on the University of Maryland Economics Leadership Council. At AEI, she directed the AEI-Brookings Project on Paid Family and Medical Leave, for which she was recognized in the Politico 50 list for 2017. Her research has focused on income inequality and mobility, tax policy, labor markets and small businesses. She has published in several top scholarly journals, testified several times before Congress and published numerous articles in the popular press on issues of policy relevance. She has been an adjunct professor at Georgetown University’s McCourt School of Public Policy. Mathur became a member of the National Academy of Social Insurance in 2017.

Alaine Perry

Alaine Perry has an extensive background in income security, including Social Security, SSI, and TANF; disability policy; and health policy, particularly Medicare, Medicaid, and long term services and supports. Her most recent position was with the Centers for Medicare & Medicaid Services, where she served as a senior advisor on disability and special needs populations and on agency-wide strategic planning. Before moving to CMS, she was a Professional Staff Member for the Ways and Means Subcommittee on Social Security, where she was responsible for legislation and oversight related to the Social Security Disability program and SSA’s administrative budget. She has also worked for the Social Security Administration, where she helped to implement the Ticket to Work Act, as a detailee to the Senate Finance Committee and then-Senate Majority Leader Tom Daschle, and as a disability advocate. She is a former co-chair of the Consortium for Citizens with Disabilities (CCD) Social Security Task Force and was a leading advocate in the development and passage of the Ticket to Work and Work Incentives Improvement Act of 1999. A Member of the National Academy of Social Insurance since 2007, Alaine Perry received her B.A. in English Literature from the University of California at Santa Cruz and her M.P.H. in Health Policy and Management from the University of California at Berkeley. She is currently retired and living in Charlottesville, VA.

Earl R. Pomeroy

Earl R. Pomeroy served for 18 years as a member in the U.S. House of Representatives including 10 years on the Committee on Ways and Means. He continues to work with clients on health care, retirement and employee benefit issues as an attorney with Alston & Bird LLP. Since he first arrived in the U.S. Congress, Mr. Pomeroy, who received Social Security survivor benefits as a youth, worked to become to known as one of the House of Representatives most effective champions and staunchest defenders of Social Security. He was appointed to Co-Chair of the House Democratic Social Security Task Force where he worked closely with Robert Ball as Social Security reforms were discussed during the Clinton Administration and he introduced legislation based on a model plan developed in conjunction with Mr. Ball. As a member of the Social Security Subcommittee of Ways & Means, Mr. Pomeroy played a lead role in opposing the creation of private accounts in Social Security in 2005 and 2006. During that time Mr.  Pomeroy also started to champion the cause of Social Security Disability beneficiaries waiting for excessive periods of time in order to have a hearing before ALJ. In 2010 Mr. Pomeroy assumed the role of the Chairman of the Social Security Subcommittee. His priorities as Chairman included finding ways to reduce the backlog of Social Security Disability claims, ensuring the program was serving beneficiaries as effectively as possible and protecting the privacy of beneficiaries. Mr. Pomeroy’s professional background also includes 8 years a North Dakota’s Insurance Commissioner regulating employee benefit, workers compensation, and health insurance plans. During that time he was elected President of the National Association of Insurance Commissioners by his fellow regulators. For 8 terms he was the only member of the U.S. House to have served as an Insurance Commissioner. A National Academy of Social Insurance member since 2012, Mr. Pomeroy received his JD from the University of North Dakota.

John E. Slatery

John E. Slatery is the director of worker benefits at the American Federation of Teachers (AFT).  He assists in coordinating research on broad benefit policy issues and other activities related to a multitude of benefit programs sponsored, negotiated, or administered by the AFT, including public and private sector health and pension plans, single employer, internal and voluntary member benefit plans. Prior to joining the AFT, he was director of the benefits department at the International Brotherhood of Teamsters (IBT), he served the United Food and Commercial Workers (UFCW) in the negotiated benefits department and was a Taft-Hartley health insurance underwriter with the Union Labor Life Insurance Company in Washington, D.C. Slatery currently represents the AFT as a trustee on a collectively bargained AFT 401(k) plan and was previously an IBT trustee on the jointly administered IBT-UPS National 401(k) Plan and assisted in administering a multiemployer 401k plan. He was the executive director of four IBT Trust Funds, including a Voluntary Employee Benefit Trust (VEBA), which sponsored various member benefit programs including a Medicare Part D plan with Centers for Medicare and Medicaid Services. Slatery aided in managing the Joint Labor Management Committee (JLMC) of the Retail Industry mainly related to benefits policy and education. He is currently active in the AFL-CIO Health Care Task Force. Slatery maintains a designation, CEBS, (Certified Employee Benefit Specialist, co-sponsored with the Wharton School of the University of Pennsylvania and the IFEBP) and serves on the CEBS Committee within the International Foundation of the Employee Benefit Plans (IFEBP) which influenced the course curriculum, marketing, and operations of the CEBS program. He is a Board member of the IFEBP and was recently elected Secretary of the IFEBP Executive Committee for 2024 overseeing the operations and serving as a fiduciary on the staff employee benefit plans. Slatery also helped create an annual Trustee Education program at the IBT covering benefit administration/bargaining and Capital Strategies, a role he is continuing at the AFT. He has been a frequent speaker at IFEBP, AFT and other conferences mainly pertaining to the Affordable Care Act, Medicare and legislation on health and retirement reform. Slatery earned a Bachelor of Science degree in mathematics from Allegheny College in Meadville, Pennsylvania.

Debra Whitman

Debra Whitman is the Executive Vice President of Policy, Strategy and International Affairs at AARP. She formerly served as the Staff Director on the U.S. Senate Special Committee on Aging. Prior to that, Debra was the Specialist in the Economics of Aging at the Congressional Research Service where she also directed CRS’s Aging Initiative.  In this capacity she provided members of Congress and their staff with research and advice regarding the economic impacts of current policies affecting older Americans as well as the distributional and intergenerational effects of legislative proposals. Additionally, Debra worked at the Social Security Administration where she conducted research on savings and retirement, helped to establish the Retirement Research Consortium and served as the founding Editor of the Perspectives section of the Social Security Bulletin. She has also served for two years as a Brookings LEGIS Fellow to the Senate Health, Education, Labor and Pensions Committee, where she worked on health policy for Senator Edward M. Kennedy. A member of the National Academy of Social Insurance since 2006, Whitman holds a Masters and Doctorate in economics from Syracuse University.

Ex-Officio

William J. Arnone

William J. Arnone is Chief Executive Officer of the National Academy of Social Insurance. As a Partner with Ernst & Young LLP for 15 years up to 2009, he was responsible for the strategic positioning, design, management, marketing, and thought leadership of retirement and financial education and counseling in employer-sponsored programs. Prior to joining Ernst & Young, he was Principal, Benefit Consultant, and National Director of Financial & Retirement Planning Services for Buck Consultants, Inc. (now part of Xerox). He joined Buck in 1981 after serving as Director, Senior Security Services, for the New York City Department for the Aging. He also served as Consultant on Employment of Older Workers for the Florence V. Burden Foundation in New York. He previously was Executive Director of Helping Aged Needing Direction in the Bronx. He also served as a staff associate with the New York City Board of Correction. He is co-author of Ernst & Young’s Retirement Planning Guide (John Wiley & Sons, Inc., 2001). He is an Associate Editor of The Columbia Retirement Handbook (Columbia University Press, 1994). He is a Founding Board Member of the Academy and served on the Academy’s Board of Directors from 1986 to 1994. He served as the Chair of the Academy’s Board of Directors from 2013 to 2016. He co-chaired the Academy’s 2010 conference, “Beyond the Bad Economy” and has served on the Academy’s Strategic Planning Committee and chaired its advisory committee for Ford Foundation organizational awards to enable the voices of vulnerable segments of the U.S. population to participate effectively in the debate on the future of Social Security. He received a J.D. from New York University Law School in 1973. He was selected as one of the first Charles H. Revson Fellows on the Future of New York City by the Columbia University School of Business for 1979-1980.

Board of Directors At-A-Glance

Paul N. Van de Water, Chair
Center on Budget and Policy Priorities

Josie Kalipeni, Vice Chair
Family Values at Work

Merrill Alisa Friedman, Treasurer
Anthem, Inc.

Douglas J. Holtz-Eakin, Secretary
American Action Forum

Harry J. Conaway
Policy Futures Network

Cecilia A. Conrad
Lever for Change; John D. and Catherine T. MacArthur Foundation

Indivar Dutta-Gupta,
Georgetown Center on Poverty & Inequality

Robert Espinoza
National Skills Coalition

Jason J. Fichtner
Bipartisan Policy Center

Howard Fluhr
The Segal Group

Tracey Gronniger
Justice in Aging

Aparna Mathur
Amazon

Alaine Perry
Centers for Medicare & Medicaid Services (Retired)

Earl R. Pomeroy
Alston & Bird LLP; Former Member of the U.S. House of Representatives

John Slatery
American Federation of Teachers

Debra Whitman
AARP

William J. Arnone, Ex Officio
National Academy of Social Insurance

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