Marsha Rose Katz, Acting ChairMarsha Rose Katz is a Project Director atthe University <strong>of</strong> Montana Rural Institute inMissoula, where her work has concentrated onassisting persons with disabilities to utilize SocialSecurity work incentives to start their own businessesor engage in wage employment. Sincecoming to the Rural Institute in 1999, Ms. Katzhas focused on providing training <strong>and</strong> technicalassistance on both employment <strong>and</strong> SSI/SSDI torural, frontier <strong>and</strong> tribal communities across thecountry. Previously, she worked for nearly 20 yearsin a disability rights community based organization,the Association for Community Advocacy(ACA), a local Arc in Ann Arbor, Michigan. Sheserved as both Vice President <strong>of</strong> ACA, <strong>and</strong> Director<strong>of</strong> its Family Resource Center. It was at ACA thatMs. Katz began her nearly 30 years <strong>of</strong> individual<strong>and</strong> systems advocacy regarding programsadministered by SSA, especially the SSI <strong>and</strong> SSDIprograms. Ms. Katz has written numerous articles<strong>and</strong> created many widely distributed user-friendlygeneral h<strong>and</strong>outs on SSI <strong>and</strong> SSDI, the majority <strong>of</strong>which focus on the impact <strong>of</strong> work on benefits, <strong>and</strong>utilizing work incentives. She is the author <strong>of</strong> Don’tLook for Logic; An Advocate’s Manual for Negotiatingthe SSI <strong>and</strong> SSDI Programs, published by the RuralInstitute. Her Bachelor’s <strong>and</strong> Master’s Degrees arefrom the University <strong>of</strong> Michigan. Ms. Katz’s manyyears <strong>of</strong> experience as a trainer, technical advisor,<strong>and</strong> advocate have been guided <strong>and</strong> informed byher partnership with people with disabilities, fromher husb<strong>and</strong>, Bob Liston, to the people she assistedin her work with ACA <strong>and</strong> the Arc Michigan, hercurrent work at the Rural Institute, <strong>and</strong> her longst<strong>and</strong>ingparticipation in ADAPT, the nation’slargest cross-disability, grassroots disability rightsorganization. Term <strong>of</strong> <strong>of</strong>fice: November 2006 toSeptember 2012.Jagadeesh GokhaleJagadeesh Gokhale is a senior fellow at theCato Institute. He earlier worked at the AmericanEnterprise Institute as a visiting scholar (2003),the U.S. Treasury Department as a consultant(2002), <strong>and</strong> the Federal Reserve Bank <strong>of</strong> Clevel<strong>and</strong>as a senior economic advisor (1990-2003). Aneconomist by training, his main research fieldsare macro <strong>and</strong> public economics with a specialfocus on the effects <strong>of</strong> fiscal policy on future generations.During 2008, he served as a member <strong>of</strong>the Task Force on Sustainability Issues for theFederal Accounting St<strong>and</strong>ards Advisory Board.Dr. Gokhale has written extensively on policyissues including Social Security <strong>and</strong> Medicarereform, national saving, private insurance, financialplanning, wealth inequality, generationalaccounting, <strong>and</strong> public intergenerational transfers<strong>and</strong> he has testified several times before Congresson these topics. He has published several papersin such top-tier journals as the American EconomicReview, Journal <strong>of</strong> Economic Perspectives, QuarterlyJournal <strong>of</strong> Economics, Review <strong>of</strong> Economics <strong>and</strong>Statistics; in publications <strong>of</strong> the National Bureau<strong>of</strong> Economic Research <strong>and</strong> the Clevel<strong>and</strong> FederalReserve; in the US Budget report’s AnalyticalPerspectives; <strong>and</strong> in popular newspapers <strong>and</strong> onlinemedia such as the Wall Street Journal, The FinancialTimes, The Washington Post, American Spectator,<strong>and</strong> Forbes. Dr. Gokhale is a co-author <strong>of</strong> Fiscal<strong>and</strong> Generational Imbalances that revealed the U.S.fiscal imbalance to be in the tens <strong>of</strong> trillions <strong>of</strong> dollars.Another book by him entitled Social Security:A Fresh Look at Policy Alternatives is forthcomingfrom the University <strong>of</strong> Chicago Press in 2010. Term<strong>of</strong> Office: November 2009 to September 2015.Dorcas R. HardyDorcas R. Hardy is President <strong>of</strong> DRHardy &Associates, a government relations <strong>and</strong> publicpolicy firm serving a diverse portfolio <strong>of</strong> clients.After her appointment by President Ronald Reaganas Assistant Secretary <strong>of</strong> Human DevelopmentServices, Ms. Hardy was appointed Commissioner<strong>of</strong> Social Security (1986 to 1989) <strong>and</strong> wasappointed by President George W. Bush to chairthe Policy Committee for the 2005 White HouseConference on Aging. Ms. Hardy has launched <strong>and</strong>hosted her own primetime, weekly television program,“Financing Your Future,” on Financial NewsNetwork <strong>and</strong> UPI Broadcasting, <strong>and</strong> “The SeniorAmerican,” an NET political program for olderAmericans. She speaks <strong>and</strong> writes widely aboutdomestic <strong>and</strong> international retirement financingissues <strong>and</strong> entitlement program reforms <strong>and</strong>is the co-author <strong>of</strong> Social Insecurity: The Crisis inAmerica’s Social Security System <strong>and</strong> How to PlanNow for Your Own Financial Survival, R<strong>and</strong>omHouse, 1992. A former CEO <strong>of</strong> a rehabilitationtechnology firm, Ms. Hardy promotes redesign <strong>and</strong>modernization <strong>of</strong> the Social Security, Medicare,<strong>and</strong> disability insurance systems. Additionally,she has chaired a Task Force to rebuild vocationalrehabilitation services for disabled veterans forthe Department <strong>of</strong> Veterans Affairs. She receivedher B.A. from Connecticut College, her M.B.A.from Pepperdine University, <strong>and</strong> completed the126 <strong>Aspects</strong> <strong>of</strong> <strong>Disability</strong> <strong>Decision</strong> <strong>Making</strong>: <strong>Data</strong> <strong>and</strong> <strong>Materials</strong>
Executive Program in Health Policy <strong>and</strong> FinancialManagement at Harvard University. Ms. Hardy isa Certified Senior Advisor <strong>and</strong> serves on the Board<strong>of</strong> Directors <strong>of</strong> Wright Investors Service ManagedFunds, <strong>and</strong> chairs the National Advisory Board<strong>of</strong> Early Bird Alert, a communications technologyfirm, as well as serving on Boards <strong>of</strong> severalnon-pr<strong>of</strong>it organizations. First two terms <strong>of</strong> <strong>of</strong>fice:April 2002 to September 2010. Current term <strong>of</strong><strong>of</strong>fice: October 2010 to September 2016.Mark J. WarshawskyMark J. Warshawsky is Director <strong>of</strong> RetirementResearch at Towers Watson, a global human capitalconsulting firm. He conducts <strong>and</strong> oversees researchon employer-sponsored retirement programs <strong>and</strong>policies. A frequent speaker to business <strong>and</strong> pr<strong>of</strong>essionalgroups, Dr. Warshawsky is a recognizedthought leader on pensions, social security, insurance<strong>and</strong> healthcare financing. He has writtennumerous articles published in leading pr<strong>of</strong>essionaljournals, books <strong>and</strong> working papers, <strong>and</strong> hastestified before Congress on pensions, annuities<strong>and</strong> other economic issues. A member <strong>of</strong> the SocialSecurity Advisory Board for a term through 2012,he is also on the Advisory Board <strong>of</strong> the PensionResearch Council <strong>of</strong> the Wharton School. From2004 to 2006, Dr. Warshawsky served as assistantsecretary for economic policy at the U.S. TreasuryDepartment. During his tenure, he played a keyrole in the development <strong>of</strong> the Administration’spension reform proposals, particularly pertainingto single-employer defined benefit plans, whichwere ultimately included in the Pension ProtectionAct (“PPA”) <strong>of</strong> 2006. He was also involved extensivelyin the formulation <strong>of</strong> Social Security reformproposals, <strong>and</strong> oversaw the Department’s comprehensive2005 study <strong>of</strong> the terror risk insuranceprogram. In addition, Dr. Warshawsky led theefforts to update <strong>and</strong> enhance substantially themeasures <strong>and</strong> disclosures in the Social Security<strong>and</strong> Medicare Trustees’ Reports, as well as thesetting <strong>of</strong> the macroeconomic forecasts, whichunderlie the administration’s budget submissionsto Congress. Dr. Warshawsky’s research has beeninfluential in the 2001-2002 regulatory reform<strong>of</strong> minimum distribution requirements for qualifiedretirement plans, the increasing realization<strong>of</strong> the importance <strong>of</strong> financial protection againstoutliving one’s financial resources in retirement,<strong>and</strong> a product innovation to integrate the immediatelife annuity <strong>and</strong> long-term care insurance. Forthe latter research, he won a prize from the BritishInstitute <strong>of</strong> Actuaries in 2001 for a pr<strong>of</strong>essionalarticle he co-authored. Favorable tax treatment forthis integrated product was also included in PPAdue to Dr. Warshawsky’s advocacy. Dr. Warshawskyhas also held senior-level economic research positionsat the Internal Revenue Service, the FederalReserve Board in Washington, D.C. <strong>and</strong> TIAA-CREF, where he established the Paul A. SamuelsonPrize <strong>and</strong> organized several research conferences. Anative <strong>of</strong> Chicago, he received a Ph.D. in Economicsfrom Harvard University <strong>and</strong> a B.A. with HighestDistinction from Northwestern University. Term<strong>of</strong> <strong>of</strong>fice: December 2006 to September 2012.<strong>Aspects</strong> <strong>of</strong> <strong>Disability</strong> <strong>Decision</strong> <strong>Making</strong>: <strong>Data</strong> <strong>and</strong> <strong>Materials</strong> 127
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