Champions & Challengers

In this episode hosted by Christina Cross, Beau Bryant from Resolute Wealth Advisors discusses how personalized advice is the cornerstone of their success and how fintech plays a crucial role in enhancing the client experience. He emphasizes that AI won't replace advisors but will improve efficiency, allowing more time for personalized financial planning. 

In this conversation, Bricker Graydon Partner Greg Lestini interviews Joe Petrelli, the President and Co-founder of Demotech.

In our latest episode, hosted by Greg Lestini, we were joined by Vernon "Vern" Kennedy, co-founder and President of ActiveWrite. ActiveWrite is a powerful document creation and management platform designed to be user-friendly.

In part two of the series, Derrick Hodge of Hodge Luke and Prab Singh of Cyberium discuss the next phase of AI and business integration.

On the first episode of this two-part series, Partner Greg Lestini sits down with Derrick Hodge, President and CEO of Hodge Luke, an AI scaling business, and Prabhat “Prab” Singh, Founder and CEO of Cyberium, which focuses on software-led AI development.

In this episode, hosted by Greg Lestini, we are joined by Tim Hamilton, Founder & CEO of Praxent. Praxent is a fintech product agency that develops differentiated fintech products and experiences that produce measurable results.

In this episode, hosted by attorneys Jeff Knight and Greg Lestini, we are joined by Doug Davidson, Director of Information Risk Management and Cybersecurity at GBQ Partners.

Brian Kaas of TruStage Ventures speaks with Greg Lestini about how his organization provides insurance and financial service products to about 95% of all the credit unions in the U.S.

In this episode, hosted by Greg Lestini, we are pleased to be joined by North Dakota Insurance Commissioner, Jon Godfread. Commissioner Godfread is serving his second term as the ND Insurance Commissioner and his mission is to protect and safeguard the interest of North Dakota’s consumers.

In this episode, hosted by Liz Martini, we are pleased to be joined by a dynamic force in the finance industry, Karina Horton. Karina is the Director of Succession Planning at Yellow Cardinal Advisory Group, a First Financial Company.

In this episode, hosted by Liz Martini, we are pleased to be joined by a veteran in the insurance industry, Salene Hitchcock-Gear. Salene serves as the President of Individual Life Insurance at Prudential Life Insurance Company. Salene is a visionary leader with a focus on finding opportunities to meet the needs of consumers, creating alternate business models and creating a culture of innovation.

On part two of this series with Brilliantly Done SAAS, Jason Bennett and Marissa Buckley dive a little deeper about ChatGPT and artificial intelligence in the Insurance industry, as well as providing more specifics on a few other companies.

On our first two-part episode we are delighted to be joined by Jason Bennett and Marissa Buckley, co-founders of Brilliantly Done SAAS, a software as a service platform that serves as a virtual Chief Growth Officer for their clients a growth firm of Fractional Chief Growth Officers reinventing how InsurTech startups grow and scale. 

In this episode, hosted by corporate attorney Christina Cross, we are pleased to be joined by Brian Sprang, Chief Information Officer at Quest Federal Credit Union. Brian touches on how he weighs risk vs. reward when considering the addition of new products and services and the cyber security and data protection caveats that come along with it.

Lisa Gold Schier is the Chief Strategy Officer for ASA, a company embracing  a new form of open banking where banks maintain ownership and control of customer data in a safe, secure environment and provide financial empowerment through individualized choice.

Rachel Cash, CEO and Founder of ELROI, joins us to discuss data management and privacy rights. Rachel shares data aggregation trends and how it has transformed how consumers and organizations operate in this space.

Bricker Graydon attorney, Elizabeth Martini, joins us to talk about the legal and technological trends in the insurance industry, especially during the pandemic.

This month we are pleased to be joined by Anthony Habayeb, Cofounder and CEO of Monitaur, an AI Governance and Assurance software company. He talks about how Monitaur helps enterprise companies build responsible and ethical governance using AI.

We are thrilled to be joined by Josh Shuck for our series premiere. Josh is the Founder and President of Straight Line Global, which offers residential and commercial claims adjusting for carriers, third-party administrators, self-insured entities and government organizations