Podcasts

Brian Price, CPA, QKA, is the CEO of Autire Technologies. He has over 30 years of audit experience across a range of specialized audits, and served as a member of the AICPA's Employee Benefit Plan Audit Quality Center's Executive Committee.

As the Senior Director of Behavioral Economics at Financial Health Network, Heidi Johnson leads the application of behavioral insights to design and deliver effective financial health solutions. She established the Financial Health Network's applied behavioral insights practice, driven by a desire to work directly with businesses creating products and services that touch people's financial lives each day.  

According to Aflac, 54% of employees believe employers care about their mental health — but does that translate to less burnout?

Incorporating positive changes now gives employees the chance to start 2025 off on the right foot.

Trent Sorbe joined First International Bank & Trust (FIBT) in 2023 as the institution's first chief payments officer. He previously held senior positions at four nationwide payment card issuers as well as the FDIC.

Jaspaul Saini is a principal analyst in Celent's North American insurance practice. He is a seasoned technology executive with extensive experience in leveraging data analytics and emerging technologies to drive digital transformation in the insurance industry. Jaspaul's areas of expertise include: enterprise data strategy, cloud data platforms and modernization, master data management and data governance, business intelligence (BI) and advanced analytics, insurance core systems transformation, martech, technology assessments and roadmaps.

His previous roles have included head of the data and analytics practice at Exavalu, insurance solutions principal for HCL; data consulting director at EY and Capgemini; and AVP of data and business technology integration at Zurich North America.

Jaspaul has a MSc in IT from the University of Warwick (UK) and a Bachelor's degree in electronic engineering from Birmingham City University.

Alex Boand is the managing director of correspondent group sales at Pennymac

Abbie Tidmore is the Senior Managing Director and Chief Revenue Officer of Pennymac

While advisers have become meaningfully involved in the supply side of a sick-care system, the focus now needs to be on demand for better preventive medicine.