The Latest

  • Brett E. Heineman is FSA general manager of health products at Gradient AI.

    Heineman is a health actuary with broad experience in the health insurance industry, ranging from provider contracting analysis for carriers to actuarial valuation and actuarial transformation for consulting firms. His professional interests include organizational and personal productivity, actuarial process automation, practical applications of predictive modeling and actuarial modernization/actuarial transformation.

    January 10
  • Leo Bernstein is the founder and CEO of LineSlip, a solution that transforms commercial insurance documents into actionable insurance intelligence for risk managers. LineSlip is currently used by industry leaders in diverse sectors including private equity, real estate, healthcare, hospitality, retail and more. A two-time entrepreneur, Leo has many years of experience in finance and real estate, which inspired him to found LineSlip.

    January 10
  • Moisand thinks a panel for reviewing financial planners' professional standards could be in place by mid-2023 but that their work could take years to complete.

    January 10
  • 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
    sundberg-robby-embark.jpg
  • 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
    stoudemire-janice-uworld.jpg
  • 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
    CoinbaseBL823