Speakers

Robert R. Johnson, Headshot
Robert R. Johnson, PhD, CFA®, CAIA®
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Robert R. Johnson, PhD, CFA®, CAIA®, joined The American College as president and chief executive officer on October 1, 2014. Dr. Johnson's extensive scholarship, experience in investment management, and results in building global awareness for financial services education make him uniquely qualified to lead the country's largest accredited, non-profit educator dedicated to the financial services profession.

Dr. Johnson is the author of multiple books and scholarly articles on portfolio management, asset valuation, wealth management, and monetary policy. He currently serves as Professor of Finance in Creighton University's Heider College of Business and on the board of RS Investment Management. From 1996 to 2011 he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion. He is co-author of the books Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies. He is also co-author of the forthcoming book Investing by Fed, which is scheduled to be published in December of 2014.

Dr. Johnson is the recipient of the 2013 Alfred C. "Pete Morley Distinguished Service Award from CFA Institute, the Robert F. Kennedy Memorial Student Award for Teaching Achievement (Creighton University), and Outstanding Faculty Member of the Year Award at Creighton for three years. He holds the CFA charter, the CAIA charter, a BSBA degree from University of Nebraska-Omaha, an MBA from Creighton University, and a PhD from the University of Nebraska-Lincoln.

Gerry Herbison, Headshot
Gerald Herbison, DBA, ChFC®, CFP®, CASL®, CLF®
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Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF® is currently Assistant Professor of Management Studies and Director of the CLF Program with The American College. Dr. Herbison spent four years as Vice President of sales at The College before joining The College’s academic division. Prior to joining The College, Dr. Herbison worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA. During his 10-year tenure with the company, Dr. Herbison was honored as an Elite Regional Vice President.

Dr. Herbison has a Bachelor of Science degree from Ithaca College in Corporate Communications with an emphasis in Training Design. He holds CFP Certification. Dr. Herbison earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. Dr. Herbison completed the Masters of Science in Management (MSM) degree at The American College in 2008. Additionally, he completed his doctoral degree in Business Administration at Wilmington University in 2013.

Jamie Hopkins, Headshot
Jamie P. Hopkins, Esq., MBA, LLM, ChFC®, CLU®, RICP®
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Jamie P. Hopkins, Esq., MBA, LLM, ChFC®, CLU®, RICP® is an associate professor of taxation at The American College of Financial Services’ Retirement Income program, and he is the co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The American College of Financial Services. Professor Hopkins is considered one of the leading retirement planning experts in the United States.

Michael Finke, Headshot
Michael Finke, PhD, CFP®
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Dr. Michael Finke, CFP®, is Dean and Chief Academic Officer at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the Department of Personal Financial Planning at Texas Tech University. From 1999 through 2006, he served as the director of graduate studies at the University of Missouri.

Julie Anne Ragatz, Headshot
Julie Anne Ragatz
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Julie Anne Ragatz holds the Charles Lamont Post Chair of Ethics and the Professions and is the director of The American College Cary M. Maguire Center for Ethics in Financial Services. Professor Ragatz teaches in the MSM, MSFS, and PhD programs at The College, and is currently a PhD candidate in Philosophy at Temple University.

The Hon. Bradford P. Campbell, Headshot
The Hon. Bradford P. Campbell
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Bradford P. Campbell, counsel at Drinker Biddle & Reath, LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he recently testified before two Congressional Committees regarding the effects of the proposed Department of Labor fiduciary regulation.

Headshot of Ed Deutschlander
Ed Deutschlander, CEO of North Star Financial Resources
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Ed Deutschlander is the CEO at North Star Resource Group, which is one of the nation’s largest and oldest privately-held independent financial advising firms. North Star has over $6 Billion of client assets* entrusted to them and their origins trace back to 1908 in the Twin Cities community.

Ed started at North Star Resource Group in 1993 immediately upon graduation from Macalester College. Ed’s career path has been as a Financial Advisor (1993-1994), Recruiter (1995-1996), National Recruiting Director (1997-1999), Vice President (2000-2003), Executive Vice President (2004-2007), President (2008-2011) and CEO-Elect (2012-2015).

Ed is the Past President of GAMA International (2007-2008). Ed was asked to serve on the Board of Directors in 2001 at the age of 29 and became the youngest board member and president in the 50+ year history of GAMA International. Ed served on the Board of Trustees for NAIFA, which has over 40,000 members nationally, in 2013 and he was asked to serve a second one-year term in 2014. Ed currently serves on the Board of Trustees Executive Committee and Finance Committee for the GAMA International Foundation.

Ed has won numerous management awards from GAMA International and in 2002 was the only person in the industry of the 5,000 members eligible to receive the Career Development Award Platinum level. Ed holds the CLU (Chartered Life Underwriter) and CLF (Chartered Leadership Fellow) designations and was at the time the youngest person to achieve the CLF designation awarded by the American College. In 2008 Ed was recognized by NAIFA as one of the “4 under 40” award winners for his career accomplishments and in 2010 was named by The Minneapolis/ St. Paul Business Journal’s as one of the “40 under 40” award winners.

Ed is the creator of “Recruiting University” and “Do Well by Doing Good”. These two products have educated and been used by thousands of financial services leaders Ed is also a published author of two books; Be the First Believer and Practice on Purpose. Ed’s third book, Promises Kept, will be published in Summer of 2016.

Headshot of Robert Eichler
Robert Eichler, CLU®, ChFC®, MSFS, AEP
Owner, CCL Financial Group
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Throughout his more than 15 years in the financial services industry, Robert has helped individuals, families and closely held businesses develop and implement financial plans designed to achieve their personal and corporate financial goals and objectives.

Robert holds a variety of professional designations (CFP®, CLU, ChFC®, MSFS) and is well versed in a number of financial disciplines. His combined education and experience helps position him to offer broad-based financial advice that his clients can trust. Robert's primary clients include physicians and closely held businesses, whom he assists in the areas of protection, asset accumulation, and retirement planning. His particular area of specialty is helping high-end clients develop customized estate planning strategies and solutions.

Robert is a member of the National Association of Insurance and Financial Advisors (NAIFA), the American Association of Life Underwriters (AALU), and the Estate Planning Council (EPC). He is also President of the New York City chapter of the Society of Financial Services Professionals (SFSP).

In addition to these organizations, Robert is on both the board and faculty of the New York Center for Financial Studies, and a member of The American College President's Circle.

He attended the University of Wisconsin, where he studied Biochemistry.

Robert lives in North Hills, NY with his wife, Linda. He is actively involved in the Samuel Waxman Cancer Research Foundation, and a supporter of The Hunger Project. In his spare time, Robert enjoys golf and reading.

Craig Lemoine, Headshot
Craig W. Lemoine, PhD, CFP®
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Craig Lemoine, PhD, CFP® of The American College will discuss the Department of Labor’s new “Conflict of Interest” standards, and the history behind them. In addition, he will address the impact of the rule on clients, insurance agents, registered reps, broker-dealers, insurance companies, plan sponsors and all of the other industry stakeholders. Craig’s presentation will focus on the significant consequences of the DOL rule and help financial service professionals’ position themselves for substantial industry change.

Robert R. Johnson, Headshot
Ted Kurlowicz, MA, JD, LLM, CLU®, ChFC®, AEP
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Ted Kurlowicz, MA, JD, LLM, CLU®, ChFC®, AEP, is the Charles E. Drimal Professor of Estate Planning at The American College. He received his BS degree from the University of Connecticut; his MA degree from the University of Pennsylvania; his JD degree from the Delaware Law School, where he was a member of the editorial staff of the Law Review; and his master of laws (LLM) degree in taxation from Villanova University School of Law. He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP) designations.

Professor Kurlowicz's responsibilities at the College include preparation of text materials and courses in estate planning and planning for business owners and professionals. He also has participated in the development of state insurance agent licensing examinations for numerous states. He co-authored Can You Afford to Retire? published by McGraw Hill. He is also the author of Planning for Business Owners and Professionals and Estate Planning Applications.

Professor Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; on The Financial Advisers, a business and financial planning program on PBS; and on several segments of Money Matters, a financial planning feature of Nation's Business Today.

Professor Kurlowicz is a member of the Pennsylvania Bar Association; Tax, Real Property and Probate, and Business Law Sections, and the American Bar Association; Taxation and Real Property and Probate Sections.

Adam Beck, Headshot
Adam Beck, JD
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Adam Beck is Director of The American College’s Mass Mutual Center for Special Needs and assistant professor of health insurance. While at The College, Adam has consulted with major insurance companies and industry associations on the implications of the Affordable Care Act, and advocated for small business brokers before the U.S. House of Representatives. He is an attorney who most recently practiced law in Philadelphia and has worked for Sellers Dorsey, a national healthcare consulting firm. Previously, he was active in public policy as a staffer on two presidential campaigns and an aide to the governor of Louisiana. Beck has long been active in the disability rights community, including time at the Disability Rights Section of the Civil Rights Division, U.S. Department of Justice, where he was responsible for investigating violations of the Americans with Disabilities Act in public accommodations. During law school, he was a legal intern with the Office for Civil Rights at the U.S. Department of Education, where he handled claims dealing with violations of Title VI of the Civil Rights Act of 1964. Beck received a bachelor’s degree in political science from The George Washington University and a juris doctorate from Temple University’s Beasley School of Law, where he was a Rubin Public Interest Scholar. In his spare time, he runs a non-profit athletic league and sits on various boards.

Quinetta Robinson, Headshot
Quinetta M. Roberson, PhD
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Quinetta Roberson, PhD, is the Fred J. Springer Endowed Chair of Business Leadership at Villanova University. Having earned a doctorate in Organizational Behavior from the University of Maryland, Dr. Roberson has over 15 years of experience teaching courses and workshops globally on leadership, talent management and diversity. She has published over 20 articles and book chapters, and edited a Handbook of Diversity in the Workplace published by Oxford Press in 2013. Her research interests center on developing organizational capability and enhancing effectiveness through the strategic management of people, particularly diverse work teams. Her research and work with organizations is informed by her background in finance, having worked as a financial analyst and small business development consultant prior to obtaining her doctorate. Dr. Roberson serves as an expert witness in employment discrimination lawsuits, and provides professional advice for several for-profit and non-profit organizations.