Podcasts

Katka is an Associate Partner with McKinsey & Company, based in Boston. She serves private equity clients with expertise in financial technology, including insurance, wealth management and banking. She has conducted more than 20 diligences in the space and has served financial technology companies on growth, pricing, and go-to-market strategies as well as M&A. Katka holds an MBA with distinction from Harvard Business School, an MSc. in financial economics from the Saïd Business School at Oxford University, and a BSc. in mathematics from University College London.

Luke Adaline is group market manager, U.S. Distribution, at Sun Life U.S.

David Healy is senior vice president, Group Benefits, at Sun Life U.S.

When it comes to time off, policy and practice don't always align.

Aaron Toops is co-founder and CEO of Aerify.io, a managed services IT business whose clients include approximately a dozen CPA firms in central Indiana. 

EWA solutions are still relatively new, and as such, understanding how to evaluate an EWA provider can be tricky. Here’s what to consider when evaluating EWA solutions.

Samuel Luna is the Senior Director of Single-Family Affordable Lending. He leads the affordable lender engagement team for Client and Community Engagement.

Mario Gomez is EVP, Director of Capital Markets at Lenderworks

Alexandra Dackin Temple is the Chief Legal Officer of Lenderworks