Opportunities to Improve Survey Measures of Late-Life Disability: Part I - Workshop Overview. APPENDIX C: Biographies of Workshop Participants and Organizers


Workshop on Improving Survey Measures of Late-Life Disability

Funded by
Office of the Assistant Secretary for Planning and Evaluation

Emily Agree, Ph.D. (Johns Hopkins University)
Dr. Emily Agree is an Associate Professor in both the Population and Health Sciences and Sociology departments at Johns Hopkins University. She is currently involved in research on the social consequences of chronic illness among older persons in the United States. Dr. Agree has studied the role of assistive technology in long-term care among older persons in the United States, including how older disabled persons choose technology and/or personal care to meet their long-term care needs and the effectiveness of technology and personal care arrangements in alleviating disability, relieving the burden on informal caregivers, and reducing health care costs. She is currently collaborating on a project to develop and evaluate measures of assistive technology and the environment.

Susan Allen, Ph.D. (Brown University)
Dr. Allen is an Associate Professor in the Departments of Community Health and Sociology at Brown University. She is also Acting Director of the Center for Gerontology and Health Care Research at Brown. Dr Allen has a long history of studying home care issues among people with chronic conditions and impairments. Her research has focused on both formal and family home care, and on the implications of unmet need for help at home for the quality of life and patterns of service use among people with disability who live in the community. Recently Dr. Allen has extended her interest in home supports from formal and informal human assistance to technological assistance. Dr. Allen has served as Principal Investigator on grants funded by the National Institute on Aging, the National Cancer Institute, the Robert Wood Johnson Foundation and the Milbank Memorial Fund.

Janet Fast, Ph.D. (University of Alberta)
Dr. Fast researches family and consumer policy issues. A major theme is the paid and unpaid work of family members. She currently co-leads a large international, multidisciplinary team investigating the juxtaposition of costs and contributions of adults with chronic illness and disability. On the cost side, the team is examining the consequences of recent health and social policy reform for family and friends who care for frail seniors or other adults with chronic illness and disability. On the contributions side, they are exploring the productive activities of older adults and adults with chronic illness and disability. Dr. Fast also conducts research on workplace policy as it relates to family members' ability to balance paid work and family demands.

Vicki A. Freedman, Ph.D. (Polisher Research Institute)
Dr. Freedman is a Senior Research Scientist and at Polisher Research Institute, a private, non-profit gerontological research organization affiliated with the Abramson Center for Jewish Life (formerly, Philadelphia Geriatric Center). From 2002-2005 she served as the Institute's director. Dr. Freedman has published extensively on the topics of population aging, disability, and long-term care, including several widely publicized articles on trends in late-life functioning. Her current portfolio of research projects focuses on disparities and causes of late-life health trends; policy interventions to promote late-life disability decline; the development of measures of assistive technology use and the home environment; barriers to the use of technology in residential long-term care settings, and the role of neighborhoods in late-life health.

Thomas Gill, M.D. (Yale University)
Dr. Gill is Associate Professor of Medicine with Tenure at the Yale University School of Medicine. He is a graduate of the Pritzker School of Medicine at the University of Chicago, and he completed his residency training in internal medicine at the University of Washington. Dr. Gill received his research training in clinical epidemiology as a Robert Wood Johnson Clinical Scholar at Yale, and he joined the Yale faculty in 1994 after completing an additional year as a geriatrics fellow. Dr. Gill is a leading authority on the epidemiology and prevention of disability and functional decline among older persons. His findings have been published in high impact biomedical and epidemiology journals, including the New England Journal of Medicine, JAMA, Annals of Internal Medicine, and American Journal of Epidemiology. Dr. Gill is the recipient of numerous awards, including the 2001 Outstanding Scientific Achievement for Clinical Investigation Award from the American Geriatrics Society. In April 2005, he was elected to the American Society of Clinical Investigation (ASCI), one of the nation's oldest and most respected medical honor societies. Dr. Gill's research and mentoring program in disability and disabling disorders is currently supported by an NIA Midcareer Investigator Award in Patient-Oriented Research (K24) and two NIA-funded R01s.

Howard Iams, Ph.D. (SSA)
Dr. Iams is the Director of the Division of Policy Evaluation in the Social Security Administration’s research office. Since coming to SSA in 1978, Dr. Iams has worked on a variety of research and evaluation activities. He worked on evaluation demonstrations in the AFDC program specializing in the subjects of performance measurement and work demonstrations. Using the 1982 New Beneficiary Survey data system, he conducted analyses of mortality and of employment patterns of newly disabled and retired beneficiaries. Dr. Iams also managed the 1991 re-interviews to the New Beneficiary Survey. Since 1986 he Iams has been conducting policy evaluations with survey data from the Census Bureau’s Survey of Income and Program Participation (SIPP) matched to SSA administrative records of earnings and benefits. In collaboration with Steve Sandell, he designed and developed the Modeling Income in the Near Term (MINT) data system with matched SIPP data. SSA uses MINT to estimate the distributional impact of Social Security reform proposals and to project the baby boom and other future retirees in the 21st Century.

Lisa Iezzoni, M.D., M.Sc. (Harvard University)
Lisa I. Iezzoni is Professor of Medicine at Harvard Medical School and Co-Director of Research in the Division of General Medicine and Primary Care, Department of Medicine, at Beth Israel Deaconess Medical Center in Boston. She received her degrees in medicine and health policy and management from Harvard University. Dr. Iezzoni has conducted numerous studies for the Agency for Healthcare Research and Quality, the Medicare agency, and private foundations on a variety of topics, including evaluating methods for predicting costs, clinical outcomes, and substandard quality of care. She has published and spoken widely on risk adjustment and has edited a textbook, now in its third edition (2003), on risk adjustment for measuring health care outcomes. A 1996 recipient of the Investigator Award in Health Policy Research from The Robert Wood Johnson Foundation, she is studying health policy issues relating to persons with disabilities. Dr. Iezzoni is a member of the Institute of Medicine in the National Academy of Sciences, serves on the editorial boards of major medical and health services research journals, and is on the Board of Directors of the National Quality Forum. Her book When Walking Fails was published in the spring 2003.

Jennifer Madans, Ph.D. (CDC/NCHS)
Dr. Madans has been the Associate Director for Science, National Center for Health Statistics, since May 1996 and is responsible for the overall plan and development of NCHS's data collection and analysis programs. Since Dr. Madans joined the Center, she has concentrated her research efforts on data collection methodology, aging, health services research and chronic disease epidemiology. She has directed two national longitudinal studies (NHANES I Epidemiologic Followup Study and the National Nursing Home Followup Study) as well as the redesign of the National Health Interview Survey questionnaire. She was one of the designers of the DHHS Survey Integration Plan and of the State and Local Area Integrated Telephone System. Dr. Madans is a Fellow of the American Statistical Association.

Ken Manton, Ph.D. (Duke University)
Dr. Manton is Scientific Director of the Center for Demographic Studies at Duke University and a Research Professor in Duke’s Department of Sociology, as well as a Medical Research Professor in the Department of Community and Family Medicine at the Duke University Medical Center. He is currently Principal Investigator on a number of grants and cooperative agreements, among them the National Long Term Care Survey and a program project grant focusing on health forecasting and Medicare utilization funded by NIA. Dr. Manton’s primary expertise is in the areas of mathematically sophisticated analytic procedures and biologically-based population level models of health and mortality, particularly of aged populations. He has published over four hundred monographs and articles and received in 2000 the first M. Irene Ferrer Award for Outstanding Original Research in Gender-Specific Medicine from The Partnership for Women's Health at Columbia University. He was the 1990 recipient of the Mindel C. Sheps Award in Mathematical Demography and Demographic Methodology.

DEB Potter, M.S. (AHRQ)
Ms. Potter is Senior Survey Statistician at the Agency for Healthcare Research and Quality. She has a wide range of experience in the design and collection of government health and long-term care surveys. She is project manager for the Medical Expenditure Panel Survey (MEPS) Nursing Home Component (NHC). She is co-leader of AHRQ's Long-Term Care Research and Data Development Group. Her research interests include the design and implementation of an integrated data system to support long-term care health services research for the Department of Health and Human Services (HHS).

Robert Schoeni, Ph.D. (University of Michigan)
Dr. Schoeni is Associate Research Professor at the Institute for Social Research and Associate Professor of Economics and Public Policy at the University of Michigan. He studies labor economics, the family, aging, and welfare policy. Recent studies include the investigation of changes in old-age health status and disability, the effects of welfare reform on various outcomes, the economic consequences of workplace injuries, and poverty among older women. Dr. Schoeni also serves as Associate Director of the Panel Study of Income Dynamics.

Anne Shumway-Cook (University of Washington)
Dr. Shumway-Cook is an Associate Professor and Physical Therapist in the Department of Rehabilitation Medicine at the University of Washington. Her research interests include mechanisms underlying imbalance in the aging adult and clinical methods for assessing and treating imbalance. She has recently published several articles on the role of environmental demands and community mobility in older adults.

James P. Smith, Ph.D. (RAND Corporation)
Dr. Smith holds the RAND Chair in Labor Markets and Demographic Studies and was the Director of RAND's Labor and Population Studies Program from 1977-1994. He has led numerous projects, including studies of immigration, the economics of aging, black-white wages and employment, wealth accumulation and savings behavior, and the interrelation of health and economic status. He is currently a co-Principal Investigator for The New Immigrant Survey. Dr. Smith was the Chair of the Panel on Demographic and Economic Impacts of Immigration (1995-1997), for the National Academy of Sciences. The Panel was convened to examine the interconnections of immigration, population, and the economy, and to provide evidence about the impact of immigration. Dr. Smith has served on the Population Research Committee at the National Institutes of Health. He currently serves on the NIA Data Monitoring Committee for the Health and Retirement Survey (HRS) and was chair of the National Science Foundation Advisory Committee for the Panel Study of Income Dynamics. Dr. Smith was the public representative appointed by the Governor on the California OSHA Board. He has received the National Institutes of Health MERIT Award, the most distinguished honor NIH grants to a researcher.

Brenda Spillman, Ph.D. (Urban Institute)
Dr. Spillman, a health economist, joined the Urban Institute as a Senior Research Associate in August 1998. Before that she was a research fellow at the Agency for Health Care Policy and Research (now AHRQ) for 11 years. In recent years she has specialized in research on disability and long term care use and financing, including nursing home use and financing, home care, long term care insurance and public financing, informal caregiving, and projections of service use and cost for the Medicare elderly. Dr. Spillman’s earlier work focused on the nonelderly uninsured, Medicaid, Medicare, and the impact of financing on health care utilization. In addition to continuing work on long term care and disability-related projects, Dr. Spillman’s current work deals with access and utilization of services by low-income adults, as part of the Assessing the New Federalism Project. Dr. Spillman has worked with a broad range of complex national surveys, Medicare, and Medicaid data and has experience in the design of questionnaires and analytic oversight of editing and imputation through her work on the Medical Expenditure Panel Survey.

Timothy Waidmann, Ph.D. (Urban Institute)
Dr. Waidmann is an economist with post-doctoral training in the demography of aging. He has worked on a series of projects dealing with the measurement of disability in surveys. Much of his research studies the potential for policy and economic factors to contaminate self-reported health and disability measures in surveys. In the areas of aging, disability and long-term care, Waidmann has designed and conducted studies of disability trends among the elderly in the U.S. and other industrialized countries; the impact of these trends on Medicare spending; the impact of potential reforms in the Medicare program; access to physician services among Medicare beneficiaries; and models of residential transition among the elderly. In the area of work-disability, Waidmann has worked on several studies of the impacts of health and government disability policy on labor force decisions using the Health and Retirement Survey, and a study of the social welfare implications of imperfect medical screening in the Social Security disability insurance program.

Julie Weeks, Ph.D. (CDC/NCHS)
Dr. Weeks has been employed at the National Center for Health Statistics since 1989, and is currently with the Office of Analysis and Epidemiology. Since she came to NCHS, she has worked on the Longitudinal Studies of Aging (LSOAs), and is currently the Project Director. Her research interests include the demography of aging, including health status and social support among the elderly, and survey methodology. She currently serves a committee member of the Interagency Forum on Aging-Related Statistics & Interagency Household Survey Nonresponse Group.

David R. Weir, Ph.D. (University of Michigan)
Dr. Weir is Associate Director of the Health and Retirement Study. His current research interests include the measurement of health-related quality of life; the use of cost-effectiveness measures in health policy and medical decision-making; the role of supplemental health insurance in the Medicare population; the effects of health, gender, and marital status on economic well-being in retirement; and the effects of early-life experience on longevity and health at older ages.

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