Commercial banking

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  • Benefit leaders should be ensuring that they are addressing as many stress drivers as possible through their strategies.

    July 16
  • People looking at laptop

    Those who deliver or coordinate complete fiduciary training programs set themselves apart as advanced professionals who command enduring client referrals.

    July 16
  • Mark Lenhard is CEO of Zepz, which provides global payments platforms.

    July 15
  • David Peters

    David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.

    July 15
  • Woman sitting at desk, holding hands to sides of face

    Helping employees understand and manage their symptoms means lower health costs and a better quality of life.

    July 15
  • Karl Roessner of Vestmark, formerly E-Trade

    Karl Roessner is CEO of Vestmark, a wealth management software and service provider.

    Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.

    July 15
  • Organizations are investing billions of dollars into benefits and programs that aren't improving employee health or well-being.

    July 15
  • Holding someone's hand in the hospital

    From near fisticuffs with a charge nurse to a patient-discharge threat over an MRI refusal, hospital missteps laid bare end-of-life treatment for family caregivers.

    July 15
  • Feet on scale with measuring tape around ankles, weight loss

    Medication paired with behavioral change support gives employers the opportunity to provide a more well-rounded approach to weight management.

    July 15
  • Couple talking with lawyer

    Access to advice and services can help employees be more prepared and protected for life stages and emergencies.

    July 15
  • As the Global People Leader at Rocket Lawyer, Megan leads the talent philosophy and strategy for a company that provides online legal services and documents to millions of users around the world. With over 16 years of experience in the HR field, Megan has a passion for building high-performance cultures that support the company's mission to make access to justice affordable and simple. Megan's core competencies include talent strategy, rewards and recognition, HR operations, talent development, and leadership development.

    July 14
  • Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.

    July 14
  • Jessica Jpnes-Langford of Ximplifi

    Jessica Jones-Langford is the group accounting manager at Ximplifi, where she leads a QuickBooks accounting team. With over a decade of experience in nonprofit and corporate accounting, she brings a strategic mindset to designing scalable workflows, optimizing financial operations, and delivering accurate reporting tailored to each client's needs. She also plays a key role in driving onboarding, overseeing daily operations and continuously refining team workflows to maintain high service standards.

    July 14
  • Jatin Narang, CEO of Verito

    Jatin Narang is the CEO of Verito, an accounting-focused cloud and IT services provider.

    July 14
  • Despite already offering unlimited paid time off, CEO Ben Goodwin wanted to ensure employees had blocked off time to recharge.

    July 14
  • Group of employees, different ages, smiling

    "Performance" vs. "delighter" research provides data-backed insights that can help employers reimagine benefits packages and communication strategies.

    July 14
  • Headshot of Eric Fenton.

    Eric Fenton, Principal of Insurance Consulting at EPAM and a 2024 Global Insurtech Influencer Award Winner, is a strategic visionary focused on AI, innovation and emerging trends in the insurance and Insurtech landscape. A certified automation
    professional with over 25 years of experience, he leverages deep industry expertise and
    EPAM's multidisciplinary, end-to-end capabilities to deliver high-impact technology
    solutions that create strategic value for insurance companies. Eric collaborates closely
    with business and technical stakeholders, aligning people, processes, and technology to
    drive enterprise-wide transformation.

    July 11
  • Women taking a yoga class

    Goal setting, mental health support and program inclusivity are important elements of an effective employee wellness benefits strategy.

    July 11
  • Partner Insights from Ramsey SmartDollar
  • Pinchus D. Raice is a partner and co-chairs the Financial Institutions Practice at Pryor Cashman LLP.

    July 10