Commercial banking

As the CEO & President of Imagine360, Jeff spearheads the company's continued mission to reduce health plan costs for US employers, employees and their families. Jeff has three decades of experience in managing and growing healthcare services companies, Jeff was the global practice leader of the Health, Life Sciences and Business Process Outsourcing (BPO) division for Wipro Limited and was the president and CEO of HealthPlan Holdings (HPH) — a leading healthcare solutions business serving payers, self-funded employers, unions, small businesses and individuals — its acquisition by Wipro.

Noah Gold is the general counsel and head of public policy of Prism Data, a cash flow underwriting infrastructure and analytics platform. Prior to joining Prism, he was the general counsel of Petal, a fintech credit card company. Before that, he was the assistant general counsel of a leading e-commerce software platform, and prior to that Noah previously practiced law at Paul, Weiss, Rifkind, Wharton & Garrison LLP.

Jason Rosen is founder and CEO of Prism Data, a cash flow underwriting infrastructure and analytics platform. Prior to founding Prism, Jason was co-founder and CEO of Petal, a fintech credit card company. Jason served on the Consumer Advisory Board of the Consumer Financial Protection Bureau, sat on the Small Business Regulatory Enforcement Fairness Act panel for the Open Banking rulemaking, and is a member of the OCC's Project REACh. Jason previously practiced law at Sullivan & Cromwell and Gunderson Dettmer, where he represented financial institutions, technology companies and venture capitalists. Jason holds a JD from Harvard Law School.

Dev Nag is the founder and CEO of QueryPal. He was previously on the founding team at GLMX, one of the largest electronic securities trading platforms in the money markets. He was also CTO and founder at Wavefront (acquired by VMware) and a senior engineer at Google, where he helped develop the back end for all financial processing of Google ad revenue. He previously served as the manager of business operations strategy at PayPal. He also launched eBay's private-label credit line in association with GE Financial. Dev received a dual-degree B.S. in mathematics and B.A. in psychology from Stanford.

Bryan Robertson is a seasoned commercial insurance professional with over 15 years of extensive experience in the industry. As a 5th-generation Central Floridian, he brings a deep connection to the region, understanding the unique challenges and opportunities that businesses face. Throughout his career, Bryan has demonstrated a complex understanding of risk management, coverage negotiations, and client relationship management, helping middle market and larger corporations secure comprehensive insurance solutions tailored to their unique needs. In the fall of 2020, Bryan, along with two partners, acquired Hatcher Insurance.

Under their leadership, the company has experienced significant growth, expanding from a team of 5 to over 30 employees. This rapid expansion reflects their commitment to excellence and their ability to adapt to the evolving needs of the market. Rooted in the rich family heritage of Central Florida business owners, Bryan is committed to contributing to the growth and prosperity of his community through his business.

Bryan is recognized for his leadership and mentorship abilities, having led teams to achieve record industry new business growth. Leading to recognition by the Orlando Business Journals' class of 2022 – Top 40 under 40.

Offerings that help workers take care of personal matters are just as important to the workforce as their health and wellness.

Employees at large companies with 500 or more workers typically have more access to paid leave.

Amid the movement away from the fully insured arena, small to midsize businesses increasingly are embracing captives, cash prices, AI and other avenues.

Pamela J. Hunter is Speaker Pro Tempore, New York State Assembly and President of the National Council of Insurance Legislators (NCOIL).

Jon Godfread is the North Dakota Insurance Commissioner & President of the National Association of Insurance Commissioners (NAIC).

With more than 25 years of experience in the insurance and technology industries, George Robertson provides a seasoned perspective on emerging technological trends and their impact on insurance professionals and clients. As a former board member of the Independent Insurance Agents & Brokers of America (IIABA) Agency Council for Technology, he has played a key role in tracking strategic developments that shape consumer expectations and business opportunities.

George also served as co-chair of the Cyber Workgroup, where he helped develop The Cyber Guide for Insurance Agents, a resource designed to assist agents with cyber regulation compliance and safeguard both agencies and their customers. With expertise in cyber insurance, insurtech, artificial intelligence, and agency automation, he delivers valuable insights that drive innovation and progress within the insurance industry. He can be reached at grobertson@ncinsquote.com.

A strong belief in the need for family-friendly benefits has inspired some of the HR industry's heavy hitters to offer their expertise.

The ruling lifts a decision by a lower court to temporarily block the terminations of probationary employees.

Gail McGiffin is the Managing Director and Global Insurance Advisory Lead at EPAM, where she helps insurers deliver large-scale transformation programs focused on growth, efficiency and digital innovation. With over 35 years of experience in insurance leadership, she specializes in underwriting modernization, data-driven platforms and operational efficiencies.

Before joining EPAM, Ms. McGiffin was the Chief Information and Operations Officer and board member at Vantage Group Holdings Ltd., where she led technology and operations. She previously served as Global Insurance Underwriting Lead and Partner/Principal at EY, Chief Information Officer and a member of the board of directors at ProSight Specialty Insurance and Managing Partner at Accenture, where she established and led the Global Underwriting Practice. Ms. McGiffin began her career at Chubb, holding leadership roles in underwriting and product innovation.

Justin Grooms is the president of Bolt, a checkout technology company.

Brian Moore leads the North American operations for Sollers Consulting, he has more than 20 years of experience in insurance technology leading professional services teams. 

Lennart Imorde is the Head of Process Automation at Sollers Consulting specializing in implementing core insurance systems and driving automation in insurance processes through Robotic Process Automation (RPA), Business Process Management (BPM), and AI-driven solutions.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.