In|Vest West 2018 Direct

More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm. For more, please see: InVest Conference.

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Invest West | Direct
  • Robby Sundberg, CPA, is senior vice president of development at Embark, a business advisory firm. He was formerly assistant controller at a subsidiary of Toyota Financial Services and worked in the internal audit group at Verizon and in the Dallas audit practice at Deloitte.

    January 10
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  • Lukasz Strozek serves as Chief Technology Officer at Hippo. He joined Hippo in December 2020 from ecommerce payments firm Bolt, where he was Vice President, Engineering. Prior to that, he co-founded Clara Lending, an online lender with a mission of making homeownership a reality, which was acquired by SoFi. At SoFi, he co-headed Engineering and was responsible for several of the company's new products. Earlier, at Bridgewater, he partnered directly with founder Ray Dalio, translating his vision into technology products. He is a Harvard graduate and holds a Stanford MBA. Lukasz calls Oakland home, together with his wife, daughter and two pandemic cats.

    January 10
  • Mike Becker is CEO of the National Association of Professional Insurance Agents (PIA), one of the largest national trade organizations serving independent agents. As a forward-thinking insurance leader who embraces technology, he has more than 15 years of insurance industry experience. He leads PIA's strategic initiatives, advocacy efforts, and insurance carrier relations as well as oversees all growth initiatives and program launches.

    January 10
  • Nola Morris is the VP of Strategy at Denim Social, leading the SaaS provider's strategy for the insurance industry. A social selling expert, Morris serves as a strategic resource for Denim Social's clients and guides the platform's future. Morris has worked in insurance and tech for more than a decade, and previously led key digital marketing programs for Nationwide and Sprinklr.

    January 10
  • Janice Stoudemire, CPA, CGMA, ABA, ATA, currently serves as a CPA content specialist for UWorld Roger CPA Review. Reach her at jstoudemire@uworld.com.

    January 10
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  • Tax

    SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

    January 10
    The new law can jumpstart a tax-free retirement cache for younger savers.
  • Coinbase Global is firing about 950 employees, or 20% of its workforce, as the worsening crypto slump spurs another round of layoffs at the biggest U.S. digital-asset exchange.

    January 10
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  • In a transaction highlighting complex dealmaking at the start of 2023, Parallel Advisors acquired a firm then added a capital partner.

    January 9
    Golden Gate Bridge, Bloomberg News
  • Some household-name retailers got slammed. They weren't the only ones.

    January 8
  • The Federal Trade Commission's proposal would not extend to non-solicitation clauses, which are far more common among brokers and advisors.

    January 6
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