BICKMORE & ASSOCIATES, INC. 2-2016

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Proposal to Provide Actuarial Valuation of OPEB Liabilities For the City of Santa Ana May 2016 Catherine Macleod, a� C t 4 M Catherine MacLeod joined Bickmore in November 2008. She brings over 30 years of actuarial experience, strong management and consulting in qualified retirement plans and defined benefit plan actuarial services for public, non-profit and private organizations. In her role as Director, Health and Actuarial Services, Cathy is focused on public entity compliance with GASB 43/45 retiree health care plan accounting standards. She Is also highly knowledgeable in custom pension benefit analysis, charitable gift annuity valuations, 401(k) and profit sharing plans, EXPERIENCE Prior to joining Bickmore, Catherine was a consulting actuary with Independent Actuaries, Inc. She was regularly called upon for the design, actuarial valuation and compliance testing for complex qualified plan arrangements for a variety of businesses. From 1990 through 1995, while at Howard Johnson & Company, Cathy was the client manager and lead consultant supporting the retirement programs for several large, publicly traded companies. Her responsibilities Included coordinating the actuarial valuations, reporting, compliance and communication of plan benefits to employees, She began her actuarial career with Standard Insurance Company in 1979 and later became Actuary and Retirement Plans Manager prior to leaving the company in 1990. While there, Cathy managed the administrative services teams supporting the insurer's IRAs, 403(b) annuities, life insurance contracts and pension actuarial services for retirement programs utilizing those contracts. EDUCATION Masters, Actuarial Science— Ball State University Bachelor of Science, Actuarial Science— Ball State University PROFESSIONAL AFFILIATIONS Fellow of the Society of Actuaries (FSA) Enrolled Actuary with the U.S. Departments of Labor and Treasury (EA) Member of the American Academy of Actuaries (MAAA) Member of the American Society of Pension Professionals and Actuaries (ASPPA) Western Pension & Benefits Conference — Portland Chapter th, Bickmore }