CV - Service to the Profession 


American Society of Pension Professionals and Actuaries

ASPPA Annual Conference Planning Committee

  • Member, 2012–2014

“The Plan Consultant” (currently called ASPPA Journal)

  • Editorial Board, 2006–2013
  • Senior Editor, 2005–2006

"asap" communications committee

  • Chair, 2004–2006

ASPPA Great Lakes Benefits Conference

  • Executive Committee, Member, 2004–2013


American Bar Association Section of Labor & Employment Law

Welfare Plans–Technical and Statutory Regulations Subcommittee of the Employment Benefits Committee

  • Co-Chair, 2010–2013

"Employee Benefits Law" (published by Bloomberg BNA)

  • Chapter Rewrite Editor, 2005–2006


American Bar Association Section of Real Property, Trust, and Estate Law

Long Term Care, Medicaid, and Special Needs Trusts Committee of the Elder Law, Disability Planning and Bioethics Group

  • Vice-Chair, 2011–2013


American Bar Association Section of Taxation

Membership and Marketing Committee

  • Vice-Chair, 2009–2012

“Important Developments”

  • Section of Employee Benefits, Editor, 2008–2012

“The Practical Tax Lawyer”

  • Editorial Board, 2005–2008

Young Lawyers Forum

  • Chair, 2003–2005


Association of American Law Schools

Section of Law and Mental Disability

  • Programming Chair, 2014–2015

Section on Employee Benefits

  • Chair, 2011–2012

Section on Aging Law

  • Chair, 2012–2013

Section on Post-Graduate Legal Education

  • Executive Committee and Mentorship Chair, 2012-2013


Chicago Bar Association

Board of Managers

  • Member, 2009–2011

Employee Benefits Committee

  • Chair, 2009–2010

Financial and Investment Services Committee

  • Chair, 2005–2006

Finance Committee of the Board of Managers

  • Pro Bono Employee Benefits Council, 2010–2018
  • Member, 2004–2018

Association's Officers Nominating Committee

  • Member, 2004–2007

Young Lawyers Section

  • Treasurer, 2003–2004
  • Director, 2001–2003
  • Employee Benefits Committee, Founding Chair, 2000–2002
  • Estate Planning Committee, Co-Chair, 1999–2000


Chicago Sister Cities International, China Committee

Shanghai Social Exchange Subcommittee of the China Committee

  • Co-Chair, 2013–2018
  • Co-leader of delegation of 8 Chicagoan professionals that travelled to Shanghai to learn how they provide support to their aging population, 2017


Elder Law and Miscellaneous Remedies Division of the Cook County Circuit Court

  • Legal Support Subcommittee, 2011–2015
  • Training and Education Subcommittee, 2011–2015
  • Advisory Task Force for Development and Installation of the new Division, 2010–2015


National Academy of Elder Law Attorneys (NAELA)

NAELA Illinois chapter

  • Member of Board of Directors, 2012–2013

“NAELA Journal”

  • Student Articles Editor, 2010–2012

Academic committee

  • Member, 2010–2012

“NAELA News”

  • Editorial Board, 2011–2012


National Association of Stock Plan Professionals, Chicago Chapter

  • member, 2017-2019


Retirement Income Industry Association

  • Research committee, 2015–2017
  • Special Advisor to the Board, 2010–2017


Society for Human Resource Management

  • Member National Society, 2016–Present
  • Member of the Chicago chapter, 2016–2018


Society of Financial Services Professionals, Greater Chicago Chapter

Board of Directors

  • Member, 2016–Present

University Partners Program

  • Faculty Liaison for The John Marshall Law School, 2012–2015