Contact Information
2 Still Street
Brookline, MA 02446
United States
Phone: 6173715543
Lisa is an active volunteer investigating retirement and aging from an actuarial perspective. Lisa is a member of the CCA's Professionalism Committee since 2022. She is the vice-chair of the Steering Committee for the SOA's Aging and Retirement Strategic Research Program since 2023 and she has been involved with the program's work on Postretirement Needs and Risks since 2015. From 2024 she serves as the chair of the International Actuarial Association's (IAA's) Pension, Benefits and Social Security Forum, and has participated as SOA's delegate since 2020. She is an active participant of the SOA's Retirement Section Council Research Committee. She serves on numerous project oversight groups related to aging and retirement research. She is involved in the development of the SOA's Student Research Case Study Challenge since 2022. She was an elected member of the SOA's Retirement Section from 2019-2022. She previously served as a member of the AAA’s Committee on Professional Responsibility. Lisa frequently presents at professional conferences. Lisa retired from full time retirement/postretirement benefit actuarial work in the fall of 2020. 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.


CCA Member Since 2011
Corporate DB/DC Government DB/DC Retiree Benefits Retiree Medical FAS106

Code of Conduct Case Studies 2023 CCA Professionalism Forum (December 05, 2023)

Do Your Reports Measure Up? ASOP Communication and Disclosure Rules 2023 Enrolled Actuaries Conference (May 03, 2023)

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)