Podcasts

Simon Williams is vice president of the accountant segment at Intuit.

Ariege Misherghi, SVP and GM of Accounts Payable, Accounts Receivable and Accountants at BILL, is a customer-focused product leader who has spent her 20-year career building innovative solutions for small and mid-sized businesses and the accounting professionals who serve them.

O'Neal Lawrance Barnett is a banking blockchain strategist and researcher specializing in the structural evolution of the financial sector. He has previously served as a vice president at Fifth Third Bank, Bank OZK and Huntington Bank. He holds a doctorate in Corporate Finance from Liberty University.

Kyle Tierney leads solutions engineering at RecVue, guiding enterprise organizations through the architectural design and technical validation of modern revenue platforms. He brings over 15 years of experience delivering complex billing, revenue recognition and partner compensation solutions across high-scale environments. Previously at BillingPlatform and Zuora, he worked closely with global enterprises to design monetization systems supporting subscription, consumption and multiparty revenue models. He earned his degree in Business Administration and Management from Bryant University.

As voluntary benefits litigation plays out, compensation structures are expected to be measured against data, benchmarking and fiduciary process.

Consolidated, customizable voluntary offerings can help benefit leaders round out their core healthcare and retirement plans.

Connecting well-being, skills, manager training and trust improves workforce performance.

Mary Callahan Erdoes is Chief Executive Officer of JPMorganChase's Asset & Wealth Management line of business – one of the largest and most respected investment managers and private banks in the world, with more than $7 trillion in client assets and a 200-year-old legacy as a trusted fiduciary to corporations, governments, institutions and individuals. Since joining the firm 30 years ago, Erdoes has held senior roles across Asset & Wealth Management before becoming its CEO in 2009 and joining the JPMorganChase Operating Committee, the firm's most senior management team. 

Erdoes earned her undergraduate degree in Mathematics at Georgetown University. She serves on the Global Advisory Council of Harvard University, where she earned her MBA, the board of Harvard Management Company, and the U.S.-China Business Council. 

Erdoes resides in New York City and has three daughters.

Tim Johnson is an Insurance Analyst at Aceable Insurance, where he focuses on licensing requirements, workforce trends, and the evolving needs of modern insurance professionals. Aceable Insurance provides pre-licensing and continuing education courses for property, casualty, life, and health insurance, giving Tim direct insight into the challenges facing both new and licensed agents.