Podcasts

Josh Cashman, CFA, teaches corporate finance at the University of Denver's Daniels College of Business and advises on lower-middle-market M&A transactions. Ron Neufeld, CPA, previously taught accounting at Regis University. Tom Yeh, Ph.D., is a professor of computer science at the University of Colorado Boulder, where his research focuses on artificial intelligence applications in document understanding.  Together they are partners engaged in AI-driven Quality of Earnings through QoEAgent (https://qoeagent.ai/)

Better benefit plan design and HSAs can support employees as they struggle to afford their medical bills.

Insurers are financial institutions, not healthcare companies, which has significant implications for how we can fix problems that have been around for years.

Leigh Coney, Ph.D., is founder of WorkWise Solutions, which advises, enables and builds custom AI systems for wealth and investment firms. He has authored working papers on AI adoption and analytical-skill preservation, available on SSRN.

With financial preparedness a continuing challenge, according to a new MetLife survey, employers have the opportunity to better equip their people through emergency savings and financial wellness benefits.

Jeremy Ung is chief technology officer at BlackLine. He has over 20 years of experience in software engineering, spanning development, product management and engineering management. He most recently served as CTO at AI-powered technology financial management software leader Apptio, leading the engineering, operations and global support teams. Before joining Apptio in 2019, he spent three years in leadership positions at Amazon Web Services. Before that, he held various senior program and software management roles at Microsoft and MDA, a satellite and geo-intelligence pioneer.

Rajiv Matta is the Chief Innovation Officer at Lilypad Insurance. Matta has more than 20 years of experience in specialty insurance across carriers, reinsurers and managing general agencies, and he most recently served as chief innovation officer at Millennial Specialty Insurance, a technology-focused MGA within The Baldwin Group, where he worked on product launches and program development. Before that, he led the international property and specialty business at Assurant, overseeing seven product lines across 12 countries for the Fortune 300 insurer.

Earl Shaw is Chief Information Officer at Renaissance. He brings more than 25 years of technology leadership in insurance and is leading Renaissance's multi-year effort to modernize its core systems, unify policy, claims, billing, and data, and build a more responsive experience for brokers, employers, and members.

From loan repayment and forgiveness to tuition planning, employers can improve workers' education about how to proceed following July 1 changes to plan options.

In a world where benefits are only valuable if people can actually use them, guidance has never mattered more as employers increasingly turn to artificial intelligence.