Podcasts

Heidi Pickman is an associate director of the California Association for Micro Enterprise Opportunity.

Louis Caditz-Peck is director of public policy at Lending Club.

Navid Alipour is co-founder and managing partner at Analytics Ventures, a Venture Formation Fund focused on starting new ventures with artificial intelligence and machine learning at their core. Through the founding of multiple Artificial Intelligence (AI) based companies like CureMetrix and CureMatch, Navid is a long-time entrepreneur in the AI space, and looks to address the need between angel investors and big venture capital funds. He has a passion for finding scientists and academics who are domain experts in their respective fields, and helping them turn their research into viable businesses, helping build companies from inception.

Keep the initiatives confidential and offer incentives, said SunTrust’s financial well-being executive.

Ryan Kottenstette’s career has spanned executive management, product development, and venture capital. Prior to cofounding Cape Analytics, Ryan was an investor at Khosla Ventures, a leading Silicon Valley venture capital firm where he invested in and incubated several technology companies applying computer vision and artificial intelligence in industries ranging from shipping logistics, to agriculture, to healthcare. Ryan holds an MBA from the Stanford Graduate School of Business, as well as an engineering degree from Santa Clara University. Ryan has a very supportive wife and two young children, and in his rare spare time he enjoys spending time hiking with his family and riding/repairing old motorcycles.

Couldn't make it to the Benefits Forum & Expo? Find out how benefits professionals from Facebook, Activision Blizzard, Purdue University and Optanix are not only shaping their respective companies — they’re reinventing the industry.

Step 1: To prepare yourself for growing your benefit advisery, imagine that you are starting new one right now.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Recognizing warning signs and removing the stigma of mental health issues are just a few steps that advisers and employers can take to confront the threat of suicide.

Mary Margaret Prange, CPA, is an audit partner with Calibre CPA Group. She has been in public accounting since 2001, and has significant audit experience with not-for-profit organizations including trade and professional associations, charitable foundations, advocacy groups, faith-based organizations, employee benefit plans and labor unions. She is the head of the firm’s Continuing Education Committee and is responsible for planning, developing and delivering a majority of the firm’s internal CPE programs each year. She is also responsible for developing and administering the firm’s summer externship and internship programming each year. Mary Margaret received a Bachelor of Business Administration with a concentration in Accounting from James Madison University and is a CPA licensed in the District of Columbia and Commonwealth of Virginia. She also serves as a board member for the James Madison University School of Accounting Guiding Executives Board.