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Jen-
THE WHITE HOUSE
anyone you want
WASHINGTON
to odd? ned
November 22, 1998
by COB
Sauter
MEMORANDUM FOR DISTRIBUTION
FROM:
GENE SPERLING
JONATHAN KAPLAN
SUBJECT:
INVITATION LIST FOR THE WHITE HOUSE CONFERENCE
ON SOCIAL SECURITY
Working with the Office of Public Liaison, as well as numerous other White House offices, we
have developed the attached draft list of roughly 225 invitees to the White House Conference on
Social Security on December 8 and 9. This group of experts, constituency groups, state and local
officials, and others will make up the audience for the Conference, which will be held at the
Marriott Wardman.
Because we need to begin inviting people on Tuesday, we would very much appreciate your
feedback by COB Monday. Please provide your feedback to Jon Kaplan in OEOB 221 (6-5360).
Thank you for helping us out with this short deadline.
Distribution
Podesta
Echaveste
Ricchetti
Sosnik
Klain
Tramontano
Verveer
Moore
Stein
Begala
Nash
Smith
Reed
Marshall
Ibarra
Lewis
Attachment
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Julian
Bond
National Assn for the
Chairman
African American
OPL
Participant
Male
AA
DC
Advancement of Colored
People
A
Kenneth
Chenault
American Express Company
President and CEO
African American
OPL
Participant
Male
AA
NY
A
Dorothy
Height
National Council Of Negro
Former President
African American
OPL
Participant
Female
AA
DC
Women
A
Wade
Henderson
Leadership Conference On
Executive Director
African American
OPL
Participant
Male
AA
DC
Civil Rights
A
Jesse
Jackson
Rainbow/ P US H Coalition
President and CEO
African American
OPL/
Participant
Male
AA
IL
NEC
A
Kweisi
Mfume
National Association For The
President
African American
OPL
Participant
Male
AA
DC
Advancement Of Colored
People
A
Hugh
Price
National Urban League
President and CEO
African American
OPL
Participant
Male
AA
DC
A
Yvonne
Scruggs-Leftw Black Leadership Forum
Executive Director
African American
OPL
Participant
Female
AA
DC
ich
A
Sam
Simmons
National Caucus And Center
President & CEO
African American
OPL
Participant
Male
AA
DC
On Black Aged, Inc
A
Eddie
Williams
Joint Center For Political And
President
African American
OPL/
Participant
Male
AA
DC
Economic Studies
NEC
A
Phyllis
Campbell
U.S. Bank of Washington
President
Asian
OPL
Participant
Female A
WA
Saturday, November 21, 1998:28:24.75 PM
Page 1
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender Race
State
A
Penny
Fukui
Woodburn Co.
Principal
Asian
OPL
Participant
Female A
WA
A
Chung-wh Hong
National Korean American
Executive Director
Asian
OPL
Participant
Male
A
NY
a
Service And Education
Consortlum, Inc.
A
Karen
Narasaki
National Asian Pacific
Executive Director
Asian
OPL
Participant
Female A
DC
American Legal Consortium
A
Beth
Renge
Renge Securities And Co.
President
Asian
OPL
Participant
Female A
CA
A
Larry
Bossidy
Allied Signal
Chairman & CEO
Business
OPL
Participant
Male
C
NJ
A
Marshall
Carter
State Street Bank
Chairman
Business
NEC
Participant
Male
C
MA
A
Thomas
Donahue
US Chamber Of Commerce
President
Business
OPL
Participant
Male
C
DC
A
Jack
Faris
National Federatrion Of
President
Business
SSA
Participant
Male
C
DC
Independent Businesses
A
Matthew
Fink
Investment Company
President
Business
OPL/
Participant
Male
C
DC
Institute
SSA/
NEC
A
Janice
Gregory
ERISA Industry Committee
VP
Business
NEC
Participant
Female
A
Patricia
Hanegan
Business Roundtable
Executive Director
Business
SSA
Participant
Female C
DC
Saturday, November 21, 1996:28:24.75 PM
Page 2
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Jerry
Jasinowski
NAM
President
Business
SSA
Participant
Male
C
DC
Charles
Kolb
Committee For Economic
President
Business
SSA
Participant
Male
C
A
Development
A
Dana
Mead
Tenneco
Chairman & CEO
Business
OPL
Participant
Male
C
CT
A
Pete
Peterson
Blackstone Group
Chairman
Business
NEC
Participant
Male
C
NY
A
Terje
Anderson
National Association Of
Disability
OPL
Participant
Male
C
DC
People With A I D S
A
Marca
Bristo
National Council On
Chair
Disability
SSA/
Participant
Female C
DC
Disability
NEC
A
Tony
Coehlo
President's Commission On
Chair
Disability
SSA
Participant
Male
E
NY
Adults With Disabilities
A
Justin
Dart
Justice For All
Disability
OPL
Participant
Male
C
DC
A
Dan
Fisher
National Empowerment
Executive Director
Disability
OPL
Participant
Male
C
MA
Center
A
Marty
Ford
The Arc
Assistant Director
Disability
OPL
Participant
Female C
DC
A
Barbara
Knowlan
Barrier Breakers
Disability
OPL
Participant
Female C
MN
Saturday, November 21, 1998:28:24.75 PM
Page 3
WHCSS- A group by const tuency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Mark
Richert
American Foundation For
Disability
OPL
Participant
Male
C
DC
The Blind
A
George
Watters
Disability
OPL
Participant
Male
C
ID
A
Susan
Webb
Arizona Bridge To
Executive Director
Disability
OPL
Participant
Female C
AZ
Independent Living
A
Henry
Aaron
Brookings Institute
Scholar
Expert
NEC
Participant
Male
C
DC
A
Robert
Ball
Fmr. SSA Comm.
Consultant
Expert
NEC
Participant
Male
C
VA
A
Joann
Barnhart
Barnhart Inc, Independent
SS Advisory Board
Expert
SSA
Participant
Female C
DC
Co.
A
Sam
Beard
Economic Security 2000
President
Expert
SSA/
Participant
Male
C
DE
NEC
A
Bradley
Belt
CSIS
Ex-Director
Expert
NEC
Participant
Male
C
DC
A
Michael
Boskin
Hoover Institution
Scholar
Expert
NEC
Participant
Male
C
DC
A
Stuart
Butler
Heritage Foundation
Vice President
Expert
NEC
Participant
Male
C
DC
A
Francis
Cavanaugh
Federal Employees Retire
Consultant
Expert
NEC
Participant
Female C
VA
System
Saturday, November 21, 1996:28:24.75 PM
Page 4
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Shirley
Chater
Social Security
Former Comm.
Expert
NEC
Participant
Female C
CA
A
Barber
Connable
Former Congressman
Former Head of World
Expert
NEC
Participant
Male
C
Bank
A
Carol
Cox-Wait
Comm. Resp. Budget
President
Expert
NEC
Participant
Female C
DC
A
David
Cutler
Harvard
Economist
Expert
NEC
Participant
Male
C
MA
A
Dick
Darman
Expert
NEC
Participant
Male
C
CT
A
Peter
Diamond
MIT
Professor
Expert
NEC
Participant
Male
C
MA
A
David
Ellwood
Harvard
Economist
Expert
NEC
Participant
Male
C
MA
A
Louis
Enoff
Grassley SS wk. group
Consultant
Expert
NEC
Participant
Male
C
DC
A
Jeff
Faux
Economic Policy Institute
President
Expert
NEC
Participant
Male
C
DC
A
Martin
Feldstein
National Bureau of Economic
Economist
Expert
NEC
Participant
Male
C
MA
Research
A
Peter
Ferrara
Amer. For Tax Reform
Gen. Counsel
Expert
NEC
Participant
Male
C
DC
Saturday, November 21, 1996:28:24.75 PM
Page 5
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Edith
Fierst
Fierst & Moss, OWL
Attorney
Expert
NEC
Participant
Female C
DC
A
Betty
Friedan
Expert
SSA
Participant
Female C
NY
A
AI
From
SS Advisory Board
Social Security Advisory
Expert
SSA
Participant
Male
C
DC
Board
A
Ronald
Gebhardtsbau American Academy Of
Senior Pension Fellow
Expert
OPL/
Presenter
Male
C
VA
er
Actuaries
NEC
A
Fred
Goldberg, Jr.
Skadden, Arps, Slate, etc
Lawyer
Expert
NEC
Participant
Male
C
DC
A
Richard
Grafmeyer
Ernst & Young / S S Advisory
National Director
Expert
NEC
Participant
Male
C
Board
A
Edward
Gramlich
Federal Reserve Board
Chairman
Expert
NEC
Participant
Male
C
MI
A
Robert
Greenstein
Center on Budget and Policy
Ex. Director
Expert
NEC
Participant
Male
C
DC
Priorities
A
John
Gruber
MIT
Economist
Expert
NEC
Participant
Male
C
MA
A
Lori
Hansen
Social Security Advisory
Member
Expert
NEC/
Participant
Female C
MI
Board
SSA
A
Heidi
Hartmann
Institute For Women's Policy
Dir. & President
Expert
OPL/
Participant
Female C
DC
Research
NEC
Saturday, November 21, 1996:28:24.75 PM
Page 6
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Estelle
James
World Bank
Expert
NEC
Participant
Female C
DC
A
Tom
Jones
Former TIAA-CREF
President & CEO
Expert
NEC
Participant
Male
AA
NY
A
Steve
Kellison
Variable Annunity Life
VP & Chief Act./S S
Expert
SSA/
Participant
Male
C
TX
Insurance Company/Nat. Bur.
Board of Trustees
NEC
of Economic Research
A
Martha
Keys
Social Security Advisory
Dir. Gvt. Relation/SS
Expert
SSA/
Participant
Female C
DC
Board/OWL/ Nat. Multiple
Advisory Board
NEC
Sclerosis Society
A
Ken
Kies
Expert
NEC
Participant
Male
C
A
Kilolo
Kijakazi
Center On Budget And Policy
Policy Analyst
Expert
NEC
Participant
Female
AA
DC
Priorities
A
Greg
Kubiak
CSIS
Expert
NEC
Participant
Male
C
DC
A
Pam
Larson
Nasi
Expert
NEC
Participant
Female C
DC
A
Richard
Leone
Twentieth Century
President
Expert
NEC
Participant
Male
C
NY
Foundation
A
Paul
Light
Pew Charitable Trusts
Director
Expert
NEC
Participant
Male
C
PA
A
Lawrence Lindsey
Former Federal
Expert
NEC
Participant
Male
C
Saturday, November 21, 1996:28:24.75 PM
Page 7
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Bob
Litan
Brookings Institution
Expert
NEC
Participant
Male
C
DC
A
Carolyn
Lukensmeyer
Americans Discuss Social
Executive Director
Expert
OPL/
Presenter
Female C
DC
Security
NEC
A
Theodore
Marmor
Yale University Political
Economist
Expert
NEC
Participant
Male
C
CT
Science Department
A
Will
Marshall
Progressive Policy Institute
Expert
NEC
Participant
Male
C
DC
A
Harlan
Mathews
Lawyer
Former Senator
Expert
NEC
Participant
Male
C
A
Bruce
Mc Laurey
Committee on Economic
Trustee
Expert
NEC/
Participant
Male
C
Development
SSA
A
Olivia
Mitchell
University of Penn Wharton
Academic
Expert
NEC
Participant
Female C
PA
School
A
Marilyn
Moon
Urban Institute
Researcher/S S Board
Expert
NEC/
Participant
Female C
DC
of Trustees
SSA
A
Stephen
Moore
CATO
Director
Expert
NEC
Participant
Male
C
DC
A
Alicia
Munnell
Boston College-Department
For. Asst. Sec.
Expert
NEC
Participant
Female C
MA
of Finance
A
Robert
Myers
Ret. Chief Actuary SSA
Actuary
Expert
NEC
Participant
Male
C
VA
Saturday, November 21, 1996:28:24.75 PM
Page 8
WHCSS- A group by const tuency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Bonnie
O'Day
N R H Research Center
Assistant Director
Expert
OPL
Participant
Female
C/D
DC
A
Van Doorn Ooms
Committee For Economic
Senior Vice president
Expert
NEC
Participant
Male
DC
Development
A
Norm
Ornstein
AEI
Resident Scholar
Expert
NEC
Participant
Male
C
NY
A
Michael
Orszag
University of London
Professor
Expert
NEC
Participant
Male
C
A
Rudolph
Penner
Urban Institute
Expert
NEC
Participant
Male
C
DC
A
Martha
Phillips
Concord Coalition
Exec. Director
Expert
NEC
Participant
Female C
DC
A
Jose
Pinero
CATO
Expert
NEC
Participant
Male
A
Wendell
Primus
Center on Budget & Policy
Dir. Income Security
Expert
NEC
Participant
Male
C
DC
Priorities
A
Franklin
Raines
Fannie Mae
Chair
Expert
NEC
Participant
Male
AA
DC
A
Robert
Reischauer
Brookings Institute
Scholar
Expert
NEC
Participant
Male
C
DC
A
Virginia
Reno
NASI
Director
Expert
NEC
Participant
Female C
DC
Saturday, November 21, 1996:28:24.75 PM
Page 9
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L.
Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Stanford
Ross
Social Security Advisory
Chair/Lawyer
Expert
SSA
Participant
Male
C
DC
Board/arnold & Porter
A
Dallas
Salisbury
EBRI
President
Expert
NEC
Participant
Male
C
DC
A
Andrew
Samwick
Dartmouth College
Economist
Expert
NEC
Participant
Male
C
NH
A
Sylvester
Schieber
Social Security Advisory
Member/VP
Expert
SSA/
Participant
Male
C
DC
Board/Watson-Wyatt
NEC
A
Karl
Scholz
U. Wisconsin
Economist
Expert
NEC
Participant
Male
C
WI
A
Robert
Shapiro
Columbia University
Academic
Expert
NEC
Participant
Male
C
NY
A
Eugene
Steuerle
Urban Institute
Researcher
Expert
NEC
Participant
Male
C
DC
A
Fernando
Torres-Gil
School Of Public Policy And
Associate Dean
Expert
OPL
Participant
Male
H
CA
Social Research, UCLA
A
Carolyn
Weaver
AEI
Project Director
Expert
NEC
Participant
Female C
DC
A
David
Wise
Kennedy School Of
Professor
Expert
NEC
Participant
Male
C
MA
Government, Harvard Univ.
A
Kirsten
Kingdon
Parents And Friends Of Gays
Executive Director
Gay And Lesbian
OPL
Participant
Female
DC
And Lesbians
Saturday, November 21, 1996:28:24.75 PM
Page 10
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Kerry
Lobel
National Gay And Lesbian
Executive Director
Gay And Lesbian
OPL
Participant
Female
DC
Task Force
A
Beverly
Malone
American Nurses Association
President
Health
OPL
Participant
Female AA
DC
A
Suleika
Cabrera
Institute For Puerto Rican/
Executive Director
Hispanic
OPL
Participant
Female H
Hispanic El
A
Enrique
Dovalina
League of United Latin
National President
Hispanic
OPL
Participant
Male
H
American Citizens
A
Manuel
Mirabal
National Puerto Rican
President
Hispanic
OPL
Participant
Male
H
Coalition
A
Cecellia
Munoz
La Raza
Deputy Vice President
Hispanic
SSA
Participant
Female H
DC
A
Josephine Nieves
National Association Of
Executive Director
Hispanic
OPL
Participant
Female H
Social Workers
A
Dennis
Rivera
Nat'l HSS Employment
President
Hispanic
OPL
Participant
Male
H
NY
Union, SEI
A
Elisa
Sanchez
MANA/National Latina
President/Executive
Hispanic
OPL
Participant
Female H
DC
Organization
Director
A
Marta
Sotomayor
National Hispanic Council On
President
Hispanic
OPL/
Participant
Female H
Aging
NEC
A
Raul
Yzaguirre
National Council Of La Raza
President & Director
Hispanic
OPL/
Participant
Male
H
NEC
Saturday, November 21, 1996:28:24.75 PM
Page 11
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Morton
Bahr
Communications Workers Of
President
Labor
OPL
Participant
Male
DC
America
A
George
Becker
United Steelworkers Of
President
Labor
OPL
Participant
Male
PA
America
A
Clayola
Brown
Amalgamated Service &
International Vice
Labor
OPL
Participant
Female AA
NY
Allied Industries Joint Board
President
A
Robert
Chase
National Education
President
Labor
SSA
Participant
Male
C
DC
Association
A
Linda
Chavez-Thom AFL-CIO
Executive Vice
Labor
OPL
Participant
Female H
DC
pson
President
A
Sandra
Feldman
American Federation Of
President
Labor
OPL
Participant
Female
DC
Teachers
A
Robert
Georgine
Building And Construction
President
Labor
OPL
Participant
Male
C
DC
Trades Department
A
Joe
Greene
American Federation Of
President
Labor
OPL
Participant
Male
AA
DC
School Administrators
A
Bobby
Harnage, Sr
American Federation Of
National President
Labor
OPL
Participant
Male
C
DC
Government Employees,
Afl-cio
A
Sumi
Haru
Screen Actors Guild
National Recording
Labor
OPL
Participant
Female A
CA
Secretary
A
Carroll
Haynes
International Brotherhood Of
President
Labor
OPL
Participant
Male
AA
NY
Teamsters Local 237
Saturday, November 21, 1996:28:24.75 PM
Page 12
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender Race
State
A
Roger
Hickey
Campaign For America's
Executive Director
Labor
NEC/
Participant
Male
Future
SSA
A
Gloria
Johnson
Department Of Social Action,
Director
Labor
OPL
Participant
Female
AA
DC
International Union Of
Electronic, Electrical,
A
John
Joyce
International Union Of
President
Labor
OPL
Participant
Male
DC
Bricklayers And Allied
Craftsmen
A
William
Lucy
Coalition of Black Trade
President/Secretary-Tre
Labor
OPL
Participant
Male
AA
DC
Unionists/Am. Fed. of State,
asurer
County & Municipal Employ.
A
Leon
Lynch
United Steelworkers Of
Vice President
Labor
OPL
Participant
Male
PA
America
A
Jay
Mazur
Union Of Needletrades,
President
Labor
OPL
Participant
Male
NY
Industrial & Textile
Employees
A
Gerald
Mc Entee
Am. Fed.of State, County &
President
Labor
OPL
Participant
Male
C
DC
Municipal Employ
A
Arturo
Rodriguez
United Farm Workers Of
President
Labor
OPL
Participant
Male
H
CA
America
A
Gerry
Shea
AFL-CIO
Assistant to the
Labor
SSA
Participant
Male
C
DC
President
A
John
Sweeney
AFL-CIO
President
Labor
OPL
Participant
Male
C
DC
A
Robert
Tobias
Nat'l Treasurers Employee
President
Labor
SSA
Participant
Male
C
MD
Union
Saturday, November 21, 1996:28:24.75 PM
Page 13
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Richard
Trumka
AFL-CIO
Secretary-Treasurer
Labor
OPL
Participant
Male
C
DC
A
Boyd
Young
United Paperworks
President
Labor
OPL
Participant
Male
TN
International Union
A
Diana
Aviv
Council Of Jewish
Executive Vice
Religious
OPL
Participant
Female E
DC
Federations
President- Public Policy
A
Kay
Bengston
Evangelical Lutheran Church
Chair
Religious
OPL
Participant
Female C
DC
In America
A
Sharon
Daly
Catholic Charities USA
Deputy for the President
Religious
OPL/
Participant
Female C
VA
for Social Policy
SSA
A
Cy
Carpenter
National Farmers Union
Past President
Rural
OPL
Participant
Male
C
MN
A
Mel
Aaronson
United Federation Of
Treasurer
Senior
OPL
Participant
Male
NY
Teachers
A
Bea
Bacon
National Silver Haired
Chairman
Senior
OPL
Participant
Female C
KS
Congress
A
Pat
Bandich
Volunteer
Senior
OPL
Participant
Female C
CO
A
Robert
Blancato
Matz- Blancato & Associates/
Executive Director
Senior
OPL/
Participant
Male
E
DC
Matz Shea Blancato
NEC
A
Deborah
Briceland-Bett Older Womens League
Executive Director
Senior
OPL
Participant
Female C
DC
S
Saturday, November 21, 1998:28:24.75 PM
Page 14
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Paul
Bridgewater
National Caucus & Center on
Senior
OPL
Participant
Male
AA
MI
Black Aged, Inc.
A
Sandra
Butler
United Seniors Association
President
Senior
SSA
Participant
Female C
VA
A
Eugene
Callender
National Caucus and Center
Chair
Senior
OPL
Participant
Male
AA
NY
on Black Aged
A
Yung-
Chen
National Counil On Aging
Chair in Gerontology
Senior
OPL
Participant
Male
A
MA
Ping
A
James
DeLaCruz
Quinault Indian Nation
Senior President
Senior
OPL
Participant
Male
NA
WA
A
Neetu
Dhallan-Gray
National Assn Of Area
Executive Director
Senior
OPL
Participant
Male
E
MD
Agencies On Aging
A
Jonathan
Edwards
Retirement Security Alliance
Executive Director
Senior
SSA
Participant
Male
C
DC
A
Frankie
Freeman
National Council On Aging
Attorney
Senior
OPL
Participant
Female
AA
MO
A
Burton
Fretz
National Senior Citizens Law
Executive Director
Senior
SSA/
Participant
Male
C
DC
Center
NEC
A
Chris
Gianopoulos
National Assn Of State Units
Director, Bureau of
Senior
OPL
Participant
Female E
ME
On Aging
Elder & Adult Services
A
Lou
Glasse
OWL
Former President
Senior
OPL
Participant
Female C
NY
Saturday, November 21, 1996:28:24.75 PM
Page 15
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Elinor
Guggenheime Senior Centers And Services
Founding President
Senior
OPL
Participant
Female
C
NY
r
Of New York
Council
A
Gordon
Jones
Seniors Coalition
President
Senior
SSA
Participant
Male
A
George
Kourpias
National Council Of Senior
President
Senior
OPL
Male
E
MD
Citizens
A
Carmela
Lacayo
Asociacion Nacional Pro
President & CEO
Senior
NEC
Participant
Female H
CA
Personas Mayores
1
A
Chuck
Loveless
American Federation Of
Director Department of
Senior
OPL
Participant
Male
C
DC
State, County & Munipal
Legislation
Employees
A
Peter
Luciano
National Alliance Of Senior
CEO
Senior
SSA
Participant
Male
E
DC
Citizens
A
James
Martin
60 Plus
President
Senior
NEC/
Participant
Male
C
DC
SSA
A
Martha
Mc Steen
Nat'l Comm. To Preserve
President
Senior
OPL/
Participant
Female C
DC
Social Security & Medicare
NEC
A
Evelyn
Morton
American Association Of
Legislative
Senior
OPL
Participant
Female C
DC
Retired Persons
Representative
A
Robert
Normandie
National Ass. Of Retired
Senior
OPL
Participant
Male
C
VA
Federal Employees
A
Betty
Ongley
Older Women League
Board President
Senior
OPL
Participant
Female C
DC
Saturday, November 21, 1996:28:24.75 PM
Page 16
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Joseph
Perkins
American Association Of
President
Senior
OPL
Participant
Male
C
DC
Retired Persons
A
Steve
Protulis
National Council Of Senior
Executive Director
Senior
OPL
Participant
Male
E
MD
Citizens
A
Max
Richtman
Nat'l Comm. To Preserve
Executive
Senior
OPL
Participant
Male
C
DC
Social Security & Medicare
Vice-President
A
Michael
Rodgers
Am Ass. Of Homes & Svcs.
Senior Vice President
Senior
OPL
Participant
Male
C
DC
For The Aging
A
John
Rother
AARP
Director of Legislation &
Senior
OPL/
Participant
Male
C
DC
Public Policy
NEC
A
Jule
Sugarman
Gray Panthers
Executive Director
Senior
SSA
Participant
A
Rosalie
Whelan
Service Emp. Int. Union
Ret. Members Program
Senior
OPL
Participant
Female
DC
Coordinator
A
Ron
Allen
Jamestown S'Klalum
Chairman
State/local
IGA
Participant
Male
NA
WA
A
Norma
Anderson
SS Task Force, Nat'l
State Senator, Co-Chair
State/local
IGA
Participant
Female
CO
Conference of State Leg.
A
James
Burton
California Public Employees'
CEO
State/local
POL
Participant
Male
C
CA
Retirement System
A
Thomas
Carper
National Governors
Chair
State/local
IGA
Participant
Male
C
DE
Association
Saturday, November 21, 1996:28:24.75 PM
Page 17
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Nancy
Graham
Mayor
State/local
IGA
Participant
Female C
FL
A
John
Hurson
SS Task Force, Nat'l
Co-Chair
State/local
IGA
Participant
Male
MD
Conference of State Leg.
A
Ron
Kirk
US Conference of Mayors
Mayor Dallas
State/local
IGA
Participant
Male
AA
TX
Lead on SS
A
Michael
Leavitt
National Governers
Vice-Chairman
State/local
IGA
Participant
Male
C
UT
Association
A
Don
Miller
National Council Teachers
President
State/local
IGA
Participant
Male
C
Retirement System
A
Kevin
Murray
California Legislative Black
Chairman
State/local
IGA
Participant
Male
AA
CA
Caucus
A
Carolyn
Ratto
League Of California Cities
President
State/local
IGA
Participant
Female
CA
A
Yvonne
Richardson
Louisiana Association Of
President
State/local
POL
Participant
Female
C
LA
Public Employee Retirement
Systems
A
Arturo
Vargas
Nat'l Association of Latino
Executive Director
State/local
IGA
Participant
Male
H
CA
Elected & Appointed Officials
A
Betty Lou Ward
National Association Of
President
State/local
IGA
Participant
Female C
NC
Countles
Saturday, November 21, 1996:28:24.75 PM
Page 18
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Joe
Carollo
Mayor
VP
VP
Participant
Male
H
FL
A
Marion
Copenhaver
N H State Rep From Etna
VP
VP
Participant
Female C
A
Preston
Daniels
City Of Des Moines
Mayor
VP
VP
Participant
Male
AA
IA
A
Joyce
Dugan
Eastern Band of Cherokee
Principal Chief
VP
VP
Participant
Female
NA
NC
Indians (NC)
I
A
Martha
Fuller- Clark
New Hampshire State Rep
State Representative
VP
VP
Participant
Female
C
NH
From Portsmouth
A
Herky
Harris
Ivesco Capital Management,
VP
VP
Participant
Male
C
Inc.
A
William
Lambert
United Teachers
VP
VP
Participant
Male
C
CA
A
Judy
Lichtman
National Partnership for
President
VP
VP
Participant
Female C
DC
Women & families
A
Harold
Schaitberger
International Assoc. Of
Exec. Assistant to the
VP
VP
Participant
Male
C
DC
Firefighters
Gen. Pres.
A
Larry
Seidman
University Of Delware
VP
VP
Participant
Male
C
DE
A
Susan
Bianchi-Sand
Council Of Women
President
Women
OPL
Participant
Female c
DC
Saturday, November 21, 1996:28:24.75 PM
Page 19
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Nancy
Campbell
National Women's Law
Co-President
Women
OPL
Participant
Female C
DC
Center
A
Cindy
Hounsell
Women's Institute For A
Executive Director
Women
OPL
Participant
Female C
DC
Secure Retirement
A
Karen
Nussbaum
AFL- CIO
Director, Working
Women
OPL
Participant
Female C
DC
Women's Department
A
Carole
Roberts
Secure Retirement Coalition
Chair
Women
OPL
Participant
Female C
DC
A
Gail
Shaffer
Business & Professional
CEO
Women
OPL
Participant
Female C
DC
Women
A
Ellie
Smeal
Feminist Majority Foundation
President
Women
OPL
Participant
Female C
VA
A
Jane
Smith
National Council Of Negro
President and CEO
Women
OPL
Participant
Female AA
DC
Women
A
Nancy
Zirkin
AAUW
Government Relations
Women
OPL
Participant
Female C
DC
Director
A
Michael
Beattie
National Council Of Students
Director
Youth
SSA/
Participant
Male
C
VA
With Disabilities
NEC
A
Kristen
Konefal
UNITE Political Dept.
Youth
OPL
Participant
Female
NY
A
Liz
Kramer
Campaign For America's
Deputy Director
Youth
OPL/
Participant
Female C
DC
Future
NEC
1
Saturday, November 21, 1996:28:24.75 PM
Page 20
WHCSS- A group by constituency
Constituency
Ref.
Presenter or
Priority F. Name
L. Name
Organization
Title
Group
Dep.
Participant
Gender
Race
State
A
Heather
Lamm
Third Mellinium
Chairperson
Youth
OPL
Participant
Female
C
CA
A
Kamal
Latham
Kennedy School Of
Graduate Student
Youth
OPL
Participant
Male
AA
NY
Government/ Third Millenium
A
Adam
Luna
2030 Center
Program Director
Youth
NEC/
Participant
Male
C
DC
OPL
A
Hans
Riemer
2030 Center
Founder and Director
Youth
OPL
Male
C
DC
1
A
Eric
Rodriguez
National Council Of La Raza
Senior Policy Analyst
Youth
OPL
Participant
Male
H
A
Dennis
Rogers
Black Youth Vote!
National Coordinator
Youth
OPL/
Participant
Male
AA
DC
NEC
A
Anthony
Samu
United States Student
President
Youth
OPL/
Participant
Male
A
Association
NEC
A
Eric
Seidel
US Junior Chamber Of
President
Youth
OPL
Participant
Male
C
OK
Commerce
A
Richard
Thau
Third Millenium
Exec. Director
Youth
OPL/
Participant
Male
C
NY
NEC
Saturday, November 21, 1996:28:24.75 PM
Page 21
-whconf:n 16
Page 1
REVISED DRAFT SCHEDULE AND OUTLINE OF
WHITE HOUSE CONFERENCE ON SOCIAL SECURITY
DAY #1: DECEMBER 8, 1998
9:30-10:30 -- Opening Session.
President Clinton, Vice President Gore, Speaker Livingston, Minority Leader Gephardt,
Senator Trent Lott, and Senator Tom Daschle. Option: Both us and Republicans select one
"real" person to speak about Social Security reform.
10:30-12:00 -- Hearing on Findings from the National Dialogue and How It Provides Guidance on
What The Goals Should Be of Social Security Reform.
Have groups (e.g., AARP and the Concord Coalition) present their summary of findings from
the national dialogue to the President, Vice President, and Congressional leaders, and,
based on what they learned, provide guidance on what our goals should be of Social
Security reform. This session could also include Members of Congress and experts on the
panel to discuss findings from the national dialogue on different reform options.
12:00-1:15 -- Lunch Break.
1:15-2:45 -- Panel on the Challenges of Social Security Reform.
Use skilled moderator to direct discussion on the challenges of Social Security reform:
possible presenters could include Frank Raines and Carol Cox Wait to discuss how the
Social Security system currently runs and what would be the opportunities and challenges
for Social Security of having a budget surplus; Henry Aaron to discuss administrative cost
issues under Individual Accounts; Carolyn Weaver to discuss corporate governance issues
with investing the Trust Fund in equities; and SEC Chair Arthur Levitt to discuss investor
protection under both proposals.
3:00-4:30 -- Off-the-Record Breakout Sessions.
Provide key interested parties the opportunity to talk directly with key Social Security
decision-makers from both the Administration and Congress in 4-5 informal, off-the-record
discussions.
DAY #2: DECEMBER 9, 1998
8:30-11:45 -- Workshops to Educate Decision-Makers and Build Relationships.
Congress would appoint 48 members (12 each from the House and Senate Democrats and
Republicans) and we would appoint 12 Administration officials. We would then split up into
2 groups of 30. The first workshop would go from 8:30-10:00. There would then be a
15-minute break and the next workshop would go from 10:15-11:45. Each group would
rotate through the following two workshops:
Ken Kies and Bob Greenstein: Fiscal issues and "traditional" reform options
Martin Feldstein and Robert Reischauer: Individual accounts and Trust Fund
investments, including how would reform be administered.
whconf.n16
Page 2
12:30-1:00 -- Closing Session.
Following the workshops, the conference would end with a meeting between the President
and the Congressional leadership -- plus Republican and Democratic designees -- perhaps in
the Cabinet Room. This meeting would include a report back from the workshops.
P.02/03
QV-11-1998 17:46
ADSS
SOCIAL SECURITY
Americans Discuss
Social
Security
Jen, el al Fa,
A project funded by The Pew Charitable Trusts
This Lode good
November 11, 1998
to me what
Joyn minh ?
md
Office of The First Lady
The White House
1600 Pennsylvania Avenue, N.W.
I agree.
Washington, D.C.
Jen
Dear Mrs Jellong Childon:
Americans Discuss Social Security is very excited about our national conference on
"Women and Retirement" which will take place on Saturday, January 23, 1999. We are
hoping you will chair the event at our D.C. studio.
Social Security-the most successful domestic program in the history of our country -
inherently has certain discriminatory effects on women and minorities. Americans
Discuss Social Security, a non-profit, non-advocacy effort funded by The Pew Charitable
Trusts, has been actively promoting discussion of these issues for the past year. We are
pleased that our project was already in place when the President called for 1998 to be the
year of the national discussion of Social Security, and we have been working extensively
with the Administration and the Congress in generating the "national conversation."
"Women and Retirement" will take place in 15 cities across the country, including:
Seattle, San Francisco, Detroit, Minneapolis, Cleveland, Miami, Philadelphia, and New
Orleans. There will be approximately 200 citizens at each of the 15 sites; in addition, the
conference will be broadcast via satellite in all 50 states. We are excited about the event,
as it will provide an opportunity to focus national attention on the unique aspects of
Social Security/retirement and women.
Americans Discuss Social Security has developed a unique program to generate intense
citizen involvement in the issue. Prior to the event we provide educational materials to
be read by the participants; however, we primarily provide opportunity for discussion
among the participants. Social Security and retirement experts will be present in the
Washington, DC studio. They will give brief, informative presentations to the
participants, and they will be available to answer any questions that might arise.
2001 Pennsylvania Avenue, NW Suite 825 Washington, DC 20006
(202) 955-9000
www.americansdiscuss.org
P.03/03
NOV-11-1998 17:46
ADSS
Office of The First Lady
The White House
Page Two
A key element of ADSS events is the use of technology in collecting positions and
recommendations. We use electronic keypads for the citizens to provide certain
information and to vote on priorities, and we use laptop computers for collecting
information relative to the discussion. All of this material will be immediately
transmitted to the Washington studio for review, and then disseminated to all the sites.
I respect your commitment to issues affecting women, and I sincerely hope that you will
be able to chair our event, as I know that it would add tremendously to the interest and
excitement of our national conference.
If you have any questions regarding the teleconference, please do not hesitate to call me.
Regards,
Ranolyn
Carolyn J. Lukensmeyer
Executive. Director
This fits
TOTAL P.03