Podcasts

Chandan Lodha is the co-founder and president of CoinTracker, the leading portfolio tracking and tax compliance software for cryptocurrency. Since co-founding CoinTracker with Jon Lerner in 2017, the company has helped users file over a million tax forms. Before founding CoinTracker, he was a product manager at Alphabet, working on Project Loon (internet for rural parts of the world via stratospheric balloons), Google Now and Knowledge Graph. He received his BA degree with high honors in chemistry and physics from Harvard University.

Robert Cruz has been with Smarsh for over ten years as the Vice President of Regulatory and Information Governance. His primary objective is to help Smarsh customers stay informed of regulatory developments and deploy best practices in the use of digital communications technology. Robert is a recognized author, speaker, and subject matter expert in the area of digital communications compliance and brings over two decades of leadership in the governance, risk, and compliance market. 

Chris Arnold is the Vice President of Contact Center Strategy at ASAPP, where he partners with leading insurance carriers to modernize claims, billing, and customer service operations with AI. With more than 15 years of experience in customer experience transformation and contact center innovation, he specializes in helping enterprises operationalize AI to drive measurable efficiency and improve policyholder satisfaction.

Jenny Small spent over a decade at the OCC, having served as legal counsel to examiners supervising community, midsize, credit card, technology service providers, trust and novel banks; a licensing analyst on large bank transactions; and a payment policy analyst. She served as partner in private practice, advising banks and fintechs on regulatory compliance and bank transactions. 

Chloé Dolsenhe is principal managing director of regulatory strategy at Vantro Advisors, where she advises financial institutions, stablecoin issuers, and technology companies on supervisory strategy and resilient product development. She formerly served as an enforcement attorney at the Office of the Comptroller of the Currency.

A focus on employee well-being, and an embrace of technology should guide benefit managers' decisions for the new year.

Managers can improve a company's culture, but they need resources that streamline the workflow and support employees.

BJ Gardner is the director of IT Development & Operations forPennsylvania Lumbermens Mutual Insurance Company (PLM).

Ray Rogers is the property claims director for Pennsylvania Lumbermens Mutual Insurance Company (PLM).

CannaLnx, a new digital health platform, connects doctors, insurers and dispensaries as employers begin adding reimbursable medical cannabis to workplace benefit plans.