2018 Conference Speakers

Associate Chair, Head of Undergraduate Studies, Virginia Commonwealth University

You'll be hard pressed to find a more interesting and varied background than that of our 2018 NPEA keynote speaker Dr. Aaron Anderson. 

A former US Army explosive ordnance specialist, Aaron is currently professor of theater and medicine at Virginia Commonwealth University and an award-winning, internationally certified fight director. All in a day's work, right?

Aaron is also a featured speaker with the Frontier Project focused on the areas of decision dynamics, communication, and personal presence. Projecting Personal Presence is the focus of Aaron's keynote to NPEA that will challenge us to "venture outside our comfort zone and embrace new creative outlets" in the development of our personal communication styles. And if that isn't enough, there may be swords involved. 

Klausner, Kaufman, Jensen & Levinson, P.A.  

Long-time friend and contributor to NPEA, Robert D. Klausner is the principal in the law firm of Klausner, Kaufman, Jensen & Levinson. For 40 years, Bob has specialized in the representation of public employee pension funds. The firm represents state and local retirement systems in more than 20 states.

Bob has assisted in the drafting of many state and local laws on public employee retirement throughout the United States. He is a frequent speaker on pension education programs and has also published numerous articles on fiduciary obligations of public employee pension trustees. He is co-author of the book, State and Local Government Employment Liability, published by Thomson-West Publishers and is the author of the first comprehensive book on the law of public employee retirement systems, State and Local Government Retirement Law: A Guide for Lawyers, Trustees, and Plan Administrators, published in April 2009 and an expanded version published in July 2011.

Bob graduated Phi Beta Kappa from the University of Florida with a Bachelor of Arts and from the University Florida College of Law with the degree of Juris Doctor. For more than 10 years, he has been listed in the publication The Best Lawyers in America and holds an “AV pre-eminent” rating, the highest rating for competence and ethics, from Martindale Hubbell national lawyer rating service. In 2008, he successfully represented the Commonwealth of Kentucky and the Kentucky Retirement Systems in the United States Supreme Court in Kentucky Retirement Systems v. Equal Employment Opportunity Commission, 128 S. Ct. 2361 (2008).

Director of Federal Relations, National Association of State Retirement Administrators

Jeannine has served as director of federal relations for the National Association of State Retirement Administrators (NASRA) since 1997. In this role, she advocates the interests of association members before Congress, the Administration and its many federal agencies, and is a liaison to other professional associations, interest groups and policy organizations. She also frequently speaks and writes on federal legislative and regulatory matters and is a contributor to publications on state retirement system policies and administration. 

She serves on the advisory board of the Wharton Business School’s Pension Research Council, the International Foundation of Employee Benefit Plans’ Government Liaison Committee, and the board of directors for the Coalition to Preserve Retirement Security. She was a congressional-appointed delegate to the 2002 National Summit on Retirement Savings.

Formerly, Jeannine was the legislative analyst for the Government Finance Officers Association and worked as a graduate student associate for the California Debt Advisory Commission within the California State Treasurer’s Office. 

Speaker, Author & Trainer 

Over 35 years ago, Bob Mauterstock started his career in the financial services industry, setting up his first registered investment advisory firm in 1982. 

In 2007, Bob turned his focus to working with families to communicate better about money and create successful financial transition plans from one generation to the next. After having seen so many failed attempts, he wrote the book Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents.

Now as a retired financial adviser, Bob has focused his energy on coaching financial advisers how to advise their clients on eldercare issues. "Most advisers have been well trained to do retirement planning, investment management and education funding. However, few have the skills to help their clients (or their parents) deal with all the issues of aging."

A frequent speaker, Bob helps families deal with all financial, legal and emotional issues required to protect parents and keep the family together, as well as mentoring and coaching financial advisers to become Elder Planning Specialists.

Consultant, Frontier Project

We couldn't be more excited about our final session for this year's conference - Curiosity: How Improvisers Stay Calm Amid Uncertainty. 

The rate of change in today’s workforce is increasing exponentially. Research indicates modern companies go through substantial organizational changes every three years. The average workforce undergoes a complete turnover every eight years. The life-cycle of products and US patent filings is getting shorter. And all this increased speed is making itself felt in our everyday experience.

Matt will show us how using an improviser’s iterative mindset can increase our tolerance for change, lead to more productive conversations, foster creative teams, and generally make us more comfortable and confident when we have no idea what will happen next. 

Using lessons learned from nearly two decades performing in front of crowds without a script, Matt will share stories and inspiration from unusual places to awaken our own sense of curiosity about the changing world around us. He’s also going to ask someone from the audience to get on stage. You’ve been warned.

Information Security Officer, Teacher Retirement System of Texas 

In his 20-plus years of industry experience, Frank Williams possesses the special skill of explaining technology at all levels, which has included serving as an expert witness for the FBI in federal court.

Prior to his current position with Texas Teachers, Frank served as an electronics support measures technician in the United States Navy Submarine force, an information security officer for Texas State University, and an instructor for the Cisco Networking Academy. His credentials include the Certified Chief Information Security Officer (CCISO), Certified Information System Security Professional (CISSP), Certified Ethical Hacker (CEH), as well as graduating summa cum laude from the University of Houston-Clear Lake.  

Integrity Financial Planning  

Mike Wilson is the owner of Integrity Financial Planning, specializing in retirement saving, investments, rollovers, IRAs, 401k, 403b and retirement income planning.

Prior to founding Integrity in 1998, Mike worked as a faculty member at the College for Financial Planning in Denver, training other financial advisors. He has extensive experience in the mutual fund industry, having worked with Fidelity Investments and Invesco Mutual Funds. Mike has an MBA in Finance from Baylor University, and he is a Certified Financial Planner® and a Certified Retirement Counselor®. He also serves as a technical reviewer for the Journal of Financial Planning.

Actuary and Consultant, Gabriel Roeder Smith & Company 

With more than 15 years of public sector actuarial and benefits consulting experience, Paul Wood has consulted extensively on plan design, funding, accounting and pricing for defined benefit pension plans, post-retirement health care programs, and §529 pre-paid tuition programs. His pension and retiree health care experience includes actuarial valuations, plan design analysis, long-term funding projections, and actuarial audits. Paul also provides actuarial soundness valuations, pricing analyses, and actuarial audits.

Paul is an associate in the Society of Actuaries (ASA), a fellow in the Conference of Consulting Actuaries (FCA) and a member of the American Academy of Actuaries. He regularly presents before boards of trustees, plan sponsor staff, and professional associations. He has spoken at the National Association of State Treasurers (NAST) Treasury Management Training Symposium on the actuarial implications of pre-paid tuition plans and the NCPERS Annual Conference and Exhibition on the topic of various issues facing public sector pension plans.

Paul holds a Bachelor of Science in Mathematics and a Bachelor of Science degree in Business Administration from Aquinas College in Grand Rapids, Michigan.