Thank you for an exciting time together in
Palm Springs.

Summit 2026 brought together the insights and conversations that drive real operational change. Revisit select sessions on demand now, with more breakout recordings added in the coming weeks.

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Relive the moments from Summit 2026

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Speakers & Presentations

Opening Keynote

OPENING KEYNOTE
The Future of Insurance Operations in the Age of AI
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Dan Epstein Tagger
CEO | ReSource Pro
OPENING KEYNOTE
Shifting to Agentic Process Management
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Amber Brethouwer
SVP, Strategic Accounts | ReSource Pro
Zach Hansen
VP, AI Product Solutions | ReSource Pro
OPENING KEYNOTE
The Future of AI Employees in Insurance Operations
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Sivan Iram
Senior Partner | ReSource Pro

General Sessions

GENERAL SESSION
Separating the Signal from the Noise
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Michael Costonis
President, Insurance Solutions | ReSource Pro
GENERAL SESSION
Data Rich, Information Poor
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Paul Naquin
President, Technology Services | Resource Pro
John Deahl
Chief AI Officer | Telos
SPECIAL EVENT
Women Leading Insurance Lunch
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Stacy Powers
National Insurance Operations Leader, Property & Casualty | Brown & Brown
Saira Taneja
Chief Operating Officer | Cover Whale
Missy Duncan
Director of Digital Distribution | Pinnacol Assurance
Beth Taylor
SVP, Marketing & Communication | ReSource Pro
General Session
Capture Opportunity Through the Mindset of Next-Gen Talent
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Hank Watkins
Executive Director, St. John's University, Maurice R. Greenberg School of Risk Management, Insurance & Actuarial Science
GENERAL SESSION
AI's Radical Future: More Dangerous and Wonderful Thank You Think
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Rich Karlgaard
Best-Selling Author & FORBES Columnist, Innovation, Culture, & the Future of Work
GENERAL SESSION
Cyber, AI, & 21st Century Risks Challenging Our 300+ Year-Old Industry
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Barry Rabkin
Insurance Industry Author & Analyst
Patrick Armstrong
Chief Revenue Officer | Resource Pro
General Session
How to Realize Value from AI-based Solutions
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Mark Breading
Senior Partner, Advisory Services | ReSource Pro
William Steenbergen
Co-Founder & CTO | Federato
Retail P&C Breakout Sessions
Retail P&C
Key Trends in the Retail P&C Landscape
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Saima Shaukat
SVP, Retail Practice | ReSource Pro
Retail P&C
Human in the Loop: Why Independent Agents Win in the AI Era
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Brian Comerford
Director, Industry Relations & Partnerships | Vertafore
Retail P&C
Managing the Talent Shift in a World of AI-Augmented Workforces
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Christina Jones
Chief Operating Officer, HUB California | HUB International
Ben Lemann
SVP, National Director Small Business | The Alera Group
Retail P&C
AI That Delivers: Turning Operational Gaps into Bottom-Line Results
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Saima Shaukat
SVP, Retail Practice | ReSource Pro
Su-Ting Fu
SVP, Data Strategy | ReSource Pro
Retail P&C
Designing a Workforce for Sustainable Growth
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Stephen Murphy
Senior Practice Director, Carrier Practice | ReSource Pro
Amber Brethouwer
SVP, Strategic Accounts | ReSource Pro
Retail P&C
Tackling Revenue Management Pain Points with AI
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James Taylor
Product Manager | ReSource Pro
Brenda Grow
Principal Solution Consultant | ReSource Pro
Retail P&C
Express IX - The Solution for Small Business
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Stephanie Spradling
VP, Director of Client Services & Operations | IMA Financial Services
Michael Ramey
Client Executive | ReSource Pro
Suzanne Klein
Director, Service Delivery Operations | ReSource Pro
Retail P&C
Policy Insights: The Strategic Edge Behind Smarter Policy Operations
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Belquis Sharif
SVP, Senior Operations Manager | Alliant Specialty
Sammie Lee Roberts
Vice President, Corporate Services & Manager Outsourcing Administration | Alliant Insurance Services
Brenda Grow
Principal Solution Consultant | ReSource Pro
Retail P&C
Scaling Growth by Improving the Associate Experience
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Tellye Hedrick
SVP, Operations Strategy & Process Consultant | Lockton Companies
Juniper Wettengel
Director, Client Development, US | ReSource Pro
Retail P&C
Conversions as a Growth Engine: Getting M&A Integration Right
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Haddie Jongema
Chief Operations Officer | Equity Insurance Group
Kevin Coplin
Principal, Technology Services | ReSource Pro
Retail P&C / Retail EB
The Hidden Fiduciary Gaps Putting Employee Benefits & P&C Clients at Risk
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Frank Pennachio
Insurance Thought Leader
Retail P&C
M&A: Executing a Seamless Transition
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Crystal Darling
Sr. Director, Retail Technology Services | ReSource Pro
Kevin Coplin
Principal, Technology Services | ReSource Pro
Carrier & MGA Breakout Sessions
Carrier & MGA
Industry Outlook: Carrier, MGA & Wholesale
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Ernie Feirer
SVP, Carrier Practice | ReSource Pro
Carrier & MGA
Maximizing Automation Through The Principles of Continuous Improvement
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Bryan Harmsen
EVP, Chief Operating Officer | Falcon Risk Services, an HDI Company
Violet Xu
COO | ReSource Pro
Cheryl Kusick
VP, Operations Advisory & Transformation Services | ReSource Pro
Carrier & MGA
Built-In, Not Bolted On: How Architecture Shapes AI Outcomes
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William Steenbergen
Co-Founder & CTO | Federato
Carrier & MGA
The Worker's Comp Compass: How California's Trends Point to What's Next
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Andrea Coleman
CEO | Workers' Compensation Insurance Rating Bureau (WCIRB)
James Xia
Vice President, Actuarial Services | Workers' Compensation Insurance Rating Bureau (WCIRB)
Paul Kim
Managing Director, Classification & Test Audit (CTA) & Contact Center | Workers' Compensation Insurance Rating Bureau (WCIRB)
Fred Lowry
Managing Director | ReSource Pro
Carrier & MGA
Premium Leakage Exposed: Capturing Revenue Through Better Controls & Insight
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Michael Warner
Vice-President of Premium Audit | Builders Insurance Group
Dan Swensen
Sr. Practice Director, Learning & Development | ReSource Pro
Carrier & MGA
The Connected Insurer: Portals as the Hub of Policy, Claims, and Billing Operations
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Sarah Perry
Senior Vice President | Trean Insurance
Beth Long
COO/Director of Claims | Waypoint Mutual
Emily Cameron
Head of Product and Customer Success at Crosstie | Crosstie
Alex Perry
Principal Consultant | ReSource Pro
Zenobia Hastie
Senior Manager, Underwriting & Data Reporting | ReSource Pro
Carrier & MGA
Closing the Value Gap: Analyzing Loss Control for Today's Risk
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Steven Hansen
CEO | Utah Local Governments Trust
Cameron Richards
Sr. Practice Director | ReSource Pro
Carrier & MGA
Licensing & Compliance Trends in 2026
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Jeff Brinkmann
Director, Supportive Insurance Services | ReSource Pro
Joyce King
Senior Manager, Service Delivery, Compliance | ReSource Pro
Carrier & MGA
The Hidden Drain: Securing Profits and Preparing for Transformation through Strategic Business Operations
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Rob Mueller
Principal, Solutions Architect | ReSource Pro
Carrier & MGA
Ecosystem Alignment: Using Data & Tech to Reshape Partnerships
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Sam Carson
Corporate Vice President, Operations | Burns & Wilcox
Maryellen Dolan
COO | Specialty Program Group
Geoffrey Struggles
Head of Agency Innovation | The Cincinnati Insurance Companies
Michael Ansay
Chairman/CEO | Ansay & Associates
Mark Breading
Senior Partner, Advisory Services | ReSource Pro
Carrier & MGA
Migrating with Data Confidence: Protecting Productivity While Modernizing Core Systemss
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Danny Smith
Vice President of IT | Athens TPA
Bruce Broussard, Jr.
Founder & Managing Director | Percipience
Jason McHugh
Managing Director | ReSource Pro
Employee Benefits Breakout Sessions
Employee Benefits
The Wholesaler's Evolution: From Distributor to Strategic Benefits Partner
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Michelle Cavazos
Vice President of Service | CRC Benefits
Employee Benefits
Mastering the Madness: Turning Peak-Season Chaos into Operational Excellence
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Megan Wyss
Enterprise Service Operations Leader, Employee Benefits | Hylant
Employee Benefits
The Very Real Risk of Covering Ineligible Participants
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Bob Radecki
SVP Business Development & Compliance Consulting | Lumelight
Employee Benefits
Benchmarking Analytics in Employee Benefits
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Nauman Shaikh
Vice President of Actuarial & Analytics | OneDigital
Employee Benefits
The New Frontier of Healthcare Cost Transparency
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Bob Radecki
SVP Business Development & Compliance Consulting | Lumelight
Pete Titas
SVP, Sales & Marketing | Deerhold Ltd.
Employee Benefits
The 3 Rs of Driving Employee Engagement
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Sally Pace
CEO | Connect Healthcare Collaboration
Retail P&C / Retail EB
The Hidden Fiduciary Gaps Putting Employee Benefits & P&C Clients at Risk
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Frank Pennachio
Insurance Thought Leader

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Thank you to our 2026 sponsors

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Insurity logo
Ascend logo
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If you're interested in sponsoring 2027 Summit, please email [email protected].
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