Applied AI, insurance transformation, cybersecurity, and operational strategy.
An honest look at the three frames in circulation for what AI means for the working broker — and why holding all three at once is the only frame that holds up.
Word & Brown’s Week of Webinars 2025
Vice President of Technology & Innovation
A practical CE course on the working intersection of AI in benefits, HR tech, cybersecurity risk, and governance — framed for applied decision-making rather than theory.
CE-accredited broker session
Vice President of Technology & Innovation
A fifty-minute CE-accredited session on AI fundamentals, practical applications inside benefits administration, compliance considerations, and the realistic near-term arc for the industry — including the research and tools brokers can actually pick up the next day.
California Association of Health Insurance Professionals (CAHIP)
Vice President of Technology & Innovation
An expanded session on where AI is actually working in insurance operations — from quoting and renewal to compliance — and where it is still over-promised.
California Association of Health Insurance Professionals (CAHIP)
Vice President of Technology & Innovation
An innovation-focused brief for CAHIP leadership covering emerging technology trends, general-agency modernization, and applied AI in insurance operations.
Word & Brown’s Week of Webinars 2023 · CE #388884
Vice President of Product & Digital Strategy
A live broker session paired with a custom-built companion application — demonstrating, rather than describing, what AI in the broker workflow actually looks like.
Word & Brown’s Week of Webinars 2022 · CE #387205
Vice President of Product & Digital Strategy
The evolving cybersecurity landscape in the health insurance space, framed for working brokers rather than IT specialists.
Word & Brown’s Week of Webinars 2021 · CE #385839
Vice President of Product & Digital Strategy
How brokers can run a digital practice without losing the relationship work that makes the practice worth running.
Word & Brown’s Week of Webinars 2021 · CE #385669
Vice President of Product & Digital Strategy
A practical security walkthrough for working brokers — what the real threats look like, and the small habits that close most of the gap.
Sacramento Association of Health Underwriters (SAHU) Expo
Vice President of Product
A live presentation to brokers and association members on benefits-administration technology and broker workflows — the talk that widened the lens beyond a single product, before the 2019 role expansion formalized the shift.