Commercial banking

Travis Willard is chief product and technology officer at the Institute of Management Accountants, where he leads the organization's global product, technology, and innovation strategy. He joined the IMA as senior vice president of product and innovation, where he led the successful launch of IMA's B2B platform and laid the foundation for the organization's broader digital transformation. 

Jin Chang is the CEO and Co-founder of Fieldguide, the leading purpose-built, professional-grade agentic AI platform for audit and advisory firms. A former Big Four practitioner, Jin spent years in the field wrestling with outdated tools and manual workflows - experiences that inspired him to return to the profession as a founder and build the platform he wished he had. Under Jin's leadership, Fieldguide has become the trusted AI partner to nearly half of the top 100 CPA firms, helping firms unlock new capacity, improve quality, and elevate the work of practitioners. Jin's work has been recognized by Accounting Today's Top 100 Most Influential People and CPA Practice Advisor's 20 Under 40 list. Jin speaks regularly on AI, audit innovation, and professional services transformation, bringing a grounded, team-first perspective shaped by his background as a CPA, technologist, and first-generation founder.

Jack Hooper is the CEO and co-founder of Take Command, a Dallas-based SaaS company that offers health reimbursement arrangement administration. Jack is a founding member of the HRA Council and has served as Chairman of the Board. He is a graduate of the Wharton School of Business and has been featured in The New York Times, BenefitsPro, Dallas Morning News, Bloomberg, and more. His motto? "Health insurance was never meant to be this complicated."

A new report from Resilience highlights how ransomware claims are changing, the impact AI plays in these attacks and the role of vendor vulnerabilities.

Sissi Li is the Senior Data and Analytics Manager of the American Enterprise Institute's Housing Center. Ms. Li works closely with the national mortgage database to translate housing data into unique insights. Her work focuses on mortgage volume and home price trends, as well as mortgage risks.

Insurers have a chance to collaborate with OEMs

Subaru DriverFocus research from the Insurance Institute for Highway Safety.

Matthew R. Lee is the executive director of Inner City Press/Fair Finance Watch.

Holly Sraeel is Founder of The Most Powerful Women in Banking and SVP of Strategy and Content, American Banker Live Media, leading content creation and innovation for the events and live media portfolio and introducing new multimedia and invitation-only experiences for senior executives that drive critical conversations and action around corporate strategy, innovation and financial performance. She is part of the company's operational leadership team and is focused on developing cross-platform programming that creates higher levels of engagement for subscribers, community participants and partners across the company's brands, including American Banker, The Bond Buyer, National Mortgage News, Accounting Today, Digital Insurance, Financial Planning and Employee Benefits News.

Sraeel is an award-winning editorial director, media executive and content strategist with expertise in developing influential content, communities, and events for C-level executives in the banking and financial services, insurance, and technology industries. Prior to joining Arizent, she held several content leadership and strategist roles, including for B2B media consultancy New York Ventures, capital markets management consultancy Opimas, Oxford University-incubated startup Wise Responder, and as cofounder of Genesys Partners' Agility First Forum.

This new role marks a return to the company for Sraeel. In her previous 12-year run, she was a member of the executive team and was pivotal in driving new cross-platform editorial, events and business innovation as SVP of Brand Management; Group Editorial Director of Banking and Technology magazines; and Founder, President and Editorial Director of The Most Powerful Women in Banking,™ the company's first-ever, community-based media platform, now part of Arizent's flagship American Banker.

Sraeel is an early honors graduate of Marist College with a Bachelor of Arts degree in Communications and a concentration in journalism.

Laurence Whittam is the founder of Impact Global Solutions, an independent outsourcing consultancy serving CPA firms across the United States. A nationally recognized strategist, speaker, and author, he has been named named a Top 20 Under 40 Influencer by CPA Practice Advisor, and is the co-author of the AICPA Outsourcing Toolkit. He is also the host of the Business Beyond Borders Podcast.

Joe Toledano, head of insured solutions for Morgan Stanley's wealth division and E-Trade, tells how insurance has gone from almost an afterthought for many financial planners to something that's central to what they do.

There were about 50 funding events in the insurtech sector in August 2025, according to a review by Digital Insurance.

The report, cowritten by the U.S. Chamber of Commerce and the Chamber's foundation, predicts job losses and lost economic activity, but sees prevention potential from public-private partnerships.