Podcasts

Karen Furtado, partner Strategy Meets Action, is a well-known authority on insurance technology and how it fuels transformation within insurance companies. Her focus is helping insurers prepare for the future of the industry through the decisions they make today. Karen’s deep understanding of how to effect change guides insurers in the development and implementation of their transformation roadmaps. Her comprehensive knowledge stretches across core systems, the implications of insurtech, and enhancing adaptability and flexibility in a changing market. Her commitment to promoting innovation, encouraging the exploration and adoption of new technologies, and developing proactive ways to plan for the future draws those seeking an edge. In a highly competitive world, Karen brings exceptional knowledge and experience to the challenges of connecting solutions to business and IT requirements.

For more than 30 years, Karen has held leadership positions across the insurance industry. She was previously the Vice President of CGI's Insurance Practice, where she had responsibility for the development of their strategic direction and oversight of CGI's insurance software services, hosted software services, and core insurance BPO practice.

Organizations can make a profound impact on company culture and employees’ lives by going the extra step and providing 1:1 coaching.

Ernest Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients.

As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors.

The fear of Twitter wars and getting “canceled” is causing employers to press pause on their social media strategies.

Sommer Sherrod is the vice president of Healthcare Strategy and People Strategy Consulting at Insurance Office of America.

Kate Grimaldi, senior director of enterprise talent strategy at Paylocity, offers best practices for conducting talent-retention interviews.

The generation started saving nine years earlier than their parents did.

Assaf Henkin is the Co-founder, President, and COO of life insurtech Sproutt. A recognized expert on predictive analytics and data insights, Assaf has more than 20 years of experience building scalable cross-channel, cross-device, and cross-format data-driven products. Prior to his current role, Assaf served as chief insights officer at Amobee, a Singtel wholly-owned subsidiary. Prior to that Assaf co-founded Kontera, a Big Data consumer data and analytics platform that was acquired by Singtel. Assaf holds a BS in Computer Information Systems from San Francisco State University and an MBA from the Northwestern University Kellogg School of Management.

Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.

PI reviews have become a practical and legal necessity that generates savings, protects members and meets fiduciary obligations.