Commercial banking
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More thoughtful communication can help sell benefit plan participants on equitably sharing responsibilities, as the need for hyper-personalized messaging grows.
September 17 -
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Katie Egan discusses her strategy for an amazing customer experience and how empathy and connection drive success.
September 17 -
Job coaches discuss the growing trend of helping college students enter the workplace earlier in an attempt to get a leg up.
September 17 -
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Individually owned fertility benefits can be a more affordable, robust and portable means to start a family.
September 17 - September 17
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In the age of GLP-1s, balancing costs with providing access to weight care has become a challenge for benefits leaders.
September 17 -
Join your peers for an interactive roundtable on how employers can apply precision health strategies to deliver more inclusive,
September 17 -
Financial stress is one of the biggest challenges facing today's workforce—impacting productivity,
September 17 -
What brokers and advisers need to know about the institutional knowledge gap in plan operations — a fiduciary issue with real financial and legal consequences.
September 17 -
Amit Ranjan is Executive Vice President, Global Head of Data and Risk Analytics at Xceedance, a global consulting, technology, and operations leader for insurance organizations. With 25 years of diverse experience, he oversees catastrophe modeling, actuarial and data insight services. He specializes in leveraging advanced modeling techniques, statistical analysis, and data-driven strategies to optimize underwriting, pricing, and portfolio management.
September 16 -
David Klasing is a dual-certified tax attorney and CPA, and founder of the Tax Law Offices of David W. Klasing, P.C. He has earned dual California licenses that enable him to simultaneously practice as an attorney and as a CPA in the practice areas of taxation, estate planning and business law. He provides businesses and individuals with tax representation, planning and compliance services, and criminal tax representation. He has more than 20 years of professional tax, accounting and business consulting experience, coupled with extensive knowledge about federal and state tax codes, regulations and case law.September 16 -
Jasmine Blocker uses her own experiences to reduce the stigma and speak out about seeking support.
September 16 -
Nicole is a strategic HR leader with demonstrated experience collaborating with all levels of leadership to drive successful People initiatives in dynamic and fast-paced environments. Known as an out-of-the-box thinker who offers creative and effective solutions to support an exceptional employee experience and drive high performing teams.
Her industry experience includes technology, wellness, consumer goods, entertainment, and aerospace & defense. Experienced with global organizations, both private and public, spanning start-up to established large firms. She is skilled in engaging complex, evolving, distributed, and diverse employee populations to achieve business results.
September 16 -
Hanna Bjornn is the Vice President of Product at Canopy Tax, Inc., where she leads product strategy and development for one of the accounting industry's most innovative SaaS platforms. With a career spanning both startups and established tech companies, Hanna has built a reputation for delivering customer-centric solutions that drive measurable impact and user delight.
Her leadership at Canopy reflects a deep commitment to solving real problems for accounting professionals—streamlining workflows, enhancing client collaboration, and simplifying complex tax resolution processes. Known for her strategic clarity and collaborative approach, Hannah blends technical insight with a strong understanding of market needs.
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