For over a century, the Insurance industry has stood by people at the worst moments of their lives, and kept the risk of these moments from standing in the way of people pursuing their dreams. But the industry, and the demands of the people we serve, are changing. The Future of Insurance podcast brings you thoughts from leaders from across the industry to help inspire and inform how we can all help evolve into the future. Brought to you by Bryan Falchuk, industry veteran and author of the be ...
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CSAA Insurance Group Podcasts
Presented by the FLEX Culture Group, we invite employees, their friends & family, and the general public to learn about how to grow your career. Note: Listening to this podcast is optional, and is not a requirement or expectation as a condition of employment. The intro/closing music was created by Roman Lipatov and licensed under CC BY 3.0.
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The GrowCFO Show is the podcast produced for finance leaders by finance leaders
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The Future of Insurance – William Pitt, Executive Director, FASE
29:04
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29:04Episode Info William Pitt is the executive director of FASE (Fédération des Agences de Souscription Européennes), an association founded to address a widely recognized need for a pan-European body to represent Europe's fast-growing, but little understood, MGA sector. Prior to establishing FASE in 2025, William led research and consulting projects a…
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#264 The Confidence Blueprint Every New CFO Needs, Lee-Wen Chen, GrowCFO Mentor
24:14
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24:14https://www.youtube.com/watch?v=Ag1fw0H2rwU .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/33PbwJ8JaoPUFiqjijSl10 In this episode, Kevin Appleby hosts GrowCFO Mentor Lee‑Wen Chan to explore the confidence blueprint every new CFO needs. Drawing on a 40-year trans-Pacific …
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The Future of Insurance – Casey Kempton, President, Personal Lines, Nationwide
27:58
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27:58Episode Info As the president of Personal Lines at Nationwide, Casey Kempton is responsible for all aspects of the business including product, underwriting, sales and distribution, claims and services. Her organization focuses on delivering effortless, personal and reassuring experiences for distribution professionals and customers who value protec…
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#263 The Real Reason So Many New CFOs Feel Completely Alone, Andrew Tapson, GrowCFO Mentor
27:23
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27:23https://www.youtube.com/watch?v=hj4Io4us81k .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/5qgEZZxdGgOTL9SqbWsxIH Stepping into the CFO seat concentrates pressure, confidentiality, and ambiguity—often without a true peer group. In this episode, GrowCFO Mentor Andrew Taps…
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The Future of Insurance – Jim Dwane, CEO, MISSION (Live @ ITC Vegas 2025)
12:49
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12:49Episode Info Jim has over thirty years of experience in the insurance and insurtech industries, with a proven track record of success in leading and growing companies. In Jim's previous role as CEO of bolt Solutions Inc, he grew the company's revenue and oversaw the transformation of its business model, enabling the company to grow and scale quickl…
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#262 How Relationship-Focused CFOs Gain Real Influence, Catherine Clark, GrowCFO Mentor
36:16
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36:16https://www.youtube.com/watch?v=r6TdUunLask .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/0a1JMPvXGUGhD6A8gC7E8m Influence is earned long before numbers hit the board pack. In this episode, Catherine Clark, GrowCFO Mentor, reframes influence as the practical outcome of …
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#261 Why New CFOs Struggle and How Mentoring Fixes It, Jeremy Earnshaw, Executive Coach & Mentor, Clarendon
36:27
36:27
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36:27https://www.youtube.com/watch?v=ZQXCNMM0zws .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/3XGL5Kr61RdspPniU8FD0B The transition to a CFO role is one of the most demanding steps in a finance leader’s career. Many newly appointed CFOs face overwhelming challenges, from bu…
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The Future of Insurance – Laurna Castillo, SVP, CSAA Insurance Group (Live @ ITC Vegas 2025)
11:54
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11:54Episode Info As Senior Vice President, Laurna leads the company's Western State Product and Club Experience teams, which are responsible for the performance of personal lines insurance products across CSAA Insurance Group's Western markets. She also oversees the Club & Agency Experience teams, which are responsible for the operations and experience…
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#260 How To Get AI ROI In 30 Days: The Playbook Finance Leaders Miss, Dan Fletcher, CFO, Planful
26:16
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26:16https://www.youtube.com/watch?v=7pQsPAurZ5E .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/56xLS3vYYYDi3bsssHeBfq Understanding how to leverage artificial intelligence (AI) for rapid returns has become essential for today’s finance leaders. While many organizations inves…
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The Future of Insurance – Gil Arazi, Founder & Managing Partner, FinTLV Ventures (Live @ ITC Vegas 2025)
15:22
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15:22Episode Info Gil Arazi is the Founder and Managing Partner of FinTLV Venture Capital – a leading global late stage Insurtech VC (Hippo, Next Insurance, Unqork, Corvus, wefox and many more). FinTLV works very closely with dozens of the leading global insurers and re-insurers – to provide real value to its' portfolio companies. Therefore, Gil is a bo…
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#259 He Reveals the First AI Project That Actually Saved Money, Marco Torrente, Interim Group CFO, Bakuun Holdings
28:42
28:42
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28:42https://www.youtube.com/watch?v=eGwhmpyXA-U .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/2Lv2wr2B8h40VtL9K2oWH9 As AI transforms the business landscape, finance leaders are seeking practical examples of true value creation—not just hype. In this episode, Marco Torrente…
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The Future of Insurance – Amy Antczak, Co-Founder & COO, GreenieRe (Live @ ITC Vegas 2025)
15:04
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15:04Episode Info Amy Antczak, COO of GreenieRE, brings nearly two decades of experience working in the legal and insurance industries to her role as Chief Operating Officer for GreenieRE. In her previous leadership positions at Energetic Capital, CNA, and AIG, Amy leveraged her law degree to manage complex financial lines claims, professional liability…
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#258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group
37:38
37:38
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37:38https://www.youtube.com/watch?v=qZ4_Fr3a07Y .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/1FpRXhcwICZELr5lwHBodV In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the realities of leading finance wi…
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The Future of Insurance – Peter Settel, CEO, Bold Penguin (Live @ ITC Vegas 2025)
40:08
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40:08Episode Info Peter Settel, CEO of Bold Penguin, is a business and technology leader with a proven track record of leading technology-led growth companies across the insurance sector. Prior to Bold Penguin, Settel was the Enterprise Chief Strategy Officer and Information Officer at American Family Insurance. Before that, Peter spent 17 years as a se…
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#257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach
35:59
35:59
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35:59https://www.youtube.com/watch?v=FyOBP_QcsLI .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a diverse career spanning global fi…
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In this Flex Your Career episode, we sit down with Jill Conrad, Senior Consultant in Leadership & Executive Development, to explore mentoring, sponsorship, and networking and discuss how these relationships transform careers and lives.By The FLEX Culture Group
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The Future of Insurance - Alex Timm, Co-Founder & CEO, Root Insurance
28:13
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28:13Episode Info With a vision of completely transforming the car insurance industry, Alex founded Root in 2015 on the principle that rates should be based primarily on driving behaviors, not demographics. As Founder and Chief Executive Officer, Alex leads the company in revolutionizing this outdated industry using mobile technology and data science to…
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#256 The CFO Guide to AI Hype: What To Do First, Hannah Munro, Managing Director, ITAS Solutions
47:48
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47:48https://www.youtube.com/watch?v=mg1knQ7TQ_E .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where to start. In this episode, host Kevin Appleby welcomes…
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The Future of Insurance – ITC Vegas 2025 Recap
13:17
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13:17Episode Info I provide insights from InsureTech Connect Vegas 2025, focusing on the significant impact of artificial intelligence (AI) in the industry. I saw the power of the democratization and proliferation of AI models, which are enabling new solutions in the market. The emphasis was on empowerment rather than replacing staff, recognizing the ne…
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#255 From CFO to CEO: Lessons on Leadership, Dave Osh, Mentor
40:05
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40:05https://www.youtube.com/watch?v=xOotp0bZAdU .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical expertise—it requires a profou…
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#254 Why “Fractional CFO” Isn’t What You Should Be Selling James Donovan, Founder, Nine Two Media
34:36
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34:36https://www.youtube.com/watch?v=H4pb1S_bdgE .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/4QIAi3e2eHEp57xjU474IH In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win business. In this epis…
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#253 Hard Work Beats Talent: Resilience Lessons for Modern CFOs Ademola Odewade, CEO, K-Dems Consulting Limited
25:09
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25:09https://www.youtube.com/watch?v=AYLpc5IwiOU .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/6IMVXCScEJEc6NiajXTBWm In the ever-changing world of finance, resilience and determination have become indispensable qualities for modern CFOs. In this episode of the GrowCFO Podca…
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#252 A CFO’s Guide to True Business Valuation with Dan Eyman, Managing Director of Meld Valuation
28:40
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28:40https://www.youtube.com/watch?v=AoM5IDJs7aQ&t=4s .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} Business valuation is a critical responsibility for CFOs, especially as companies navigate funding rounds, acquisitions, or exits. In this episode, Dan Eyman, Managing Director of Meld Valuation, joins host K…
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The Future of Insurance Podcast – Live with Rob Galbraith at the 2025 PLRB Innovation Summit
42:19
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42:19Episode Info Rob Galbraith is the founder and CEO of Forestview Insights and is the author of the international bestselling book, The End of Insurance As We Know It. Rob is an award-winning speaker who has shared his unique insights at numerous events around the globe on the topics of innovation, insurtech, and the future of insurance. Rob has over…
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#251 Zero to £100M Revenue: Group CFO Georgia Wilson on Building Finance Fast
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35:30https://www.youtube.com/watch?v=JUqhoJnH0oI .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/6n4Tb6ZkiJAoioEIQCC48p In this episode, Georgia Wilson, Member of GrowCFO and Former Group CFO at Together Group, shares her remarkable journey from Grenada to the helm of a high-g…
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#250 Nonprofit vs Corporate Finance: What Really Changes for CFOs? Baz Bedrossian, Interim CFO, COO, Business Consultant
23:14
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23:14https://www.youtube.com/watch?v=qL4WLMpEejI .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/5o6eC1cVuEOy3ebPDmOb0t The transition between nonprofit and corporate finance is a pivotal topic for CFOs, as each sector presents unique challenges and opportunities. In this epis…
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The Future of Insurance – Cayce Lunch, National Managing Partner, Tyson & Mendes
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17:14Episode Info Cayce E. Lynch is the National Managing Partner and an Equity Partner at Tyson & Mendes. In this capacity, she leads the firm's strategic vision and execution across all offices, focusing on optimizing the firm's performance and addressing challenges in the evolving insurance defense industry. As part of the firm's executive leadership…
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#249 Top 3 Challenges for Every New CFO Warren Wise, GrowCFO Mentor & Fractional CFO
35:00
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35:00https://www.youtube.com/watch?v=sFaDrJtO-KA .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} The transition into a CFO role is one of the most significant steps in a finance leader’s career, bringing both opportunity and challenge. In this episode, Warren Wise—GrowCFO Mentor and Fractional CFO—shares his …
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The Future of Insurance – Underwriting vs. VC – Like The Show "Stranger Things"
17:24
17:24
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17:24Episode Info In this episode, I explore the paradox that is insurance. We buy risk from others, yet we are risk averse ourselves. Looking at the work of underwriters as compared to venture investors, you find that the skillset is actually nearly identical, but it's being deployed in opposite directions. I discuss that, why that might be, and what s…
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#248 Why CFOs Must Balance Results with Legitimacy Paul Achleitner, Former Deutsche Bank Chair & Goldman Sachs Partner
35:12
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35:12https://www.youtube.com/watch?v=02hn26-tQBk .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} In today’s complex business environment, CFOs are expected to deliver strong results while also maintaining the legitimacy and trust of their organizations. Paul Achleitner, former Deutsche Bank Chair and Goldman …
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The Future of Insurance – Charlie Wendland, Chief Claims Officer, Branch
17:58
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17:58Episode Info Charlie Wendland is the Chief Claims Officer at Branch, a modern reciprocal exchange reinventing bundled home and auto insurance. With over two decades of experience at Progressive, Travelers, and National Interstate, Charlie has built and scaled high-performing claims teams that blend technology with exceptional customer care. He hold…
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#247 Why Tech Talent Can Supercharge Your Finance Team Jay Majeske, Founder, Stalliant
29:44
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29:44https://www.youtube.com/watch?v=JWB_AMZQZ4M .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} In today’s rapidly evolving business landscape, the integration of technology talent into finance teams is no longer a luxury but a necessity. This episode explores how leveraging technical expertise can drive ope…
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The Future of Insurance – Reid Holzworth, CEO, Ivans
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33:17Episode Info Reid Holzworth leads Ivans' strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid began as an independent agent, frustrated that the products on the market didn't fit well with his business model. So he founded and became CEO of Te…
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#246 The Nonprofit CFO Playbook: Strategy, Stewardship, and Scale Tinashe Chigede, Director of Finance and Administration, SOS Children’s Villages USA
23:21
23:21
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23:21Facebook Twitter LinkedIn WhatsApp Email #246 The Nonprofit CFO Playbook: Strategy, Stewardship, and Scale Tinashe Chigede, Director of Finance and Administration, SOS Children’s Villages USA https://youtu.be/ofti6Vpcyko Your browser does not support the audio element. Catherine is a finance professional with over 20 years of experience in finance …
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#245 Practical uses of AI in Finance Gilles Bonelli, Founder, CEO, SEE THE NEXT MOVE
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36:05https://www.youtube.com/watch?v=las4ugear3s .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} In this episode of The GrowCFO Show, Kevin Appleby engages with Gilles Bonelli, Founder and CEO of SEE THE NEXT MOVE, to explore the practical applications of AI in finance beyond the hype. Gilles, with his extens…
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#244 The Strategic CFO in the Nonprofit World Olaide Olunloyo, Head of Finance, Jesus House
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45:10Facebook Twitter LinkedIn WhatsApp Email #244 The Strategic CFO in the Nonprofit World Olaide Olunloyo, Head of Finance, Jesus House https://youtu.be/kn0jJKKF6Co Your browser does not support the audio element. In episode 244 of The GrowCFO Show, Kevin Appleby interviews Olaide Olunloyo, Head of Finance, Jesus House, about the strategic role of CFO…
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The Future of Insurance - Short Summer Break
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2:00Just a quick note that we are taking a short break for a couple of weeks to enjoy the summer, but the rest of Season 7 will be back soon! In the meantime, this is a great opportunity to catch up on the back catalogue of the show, or get The Future of Insurance books from Audible to keep listening to inspiring stories of how companies in the insuran…
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#243 How To Get Your Team Finance Fit: Why Finance Must Evolve Now with Melanie Coeshott, GrowCFO Facilitator
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35:40Facebook Twitter LinkedIn WhatsApp Email #243 How To Get Your Team Finance Fit: Why Finance Must Evolve Now with Melanie Coeshott, GrowCFO Facilitator https://youtu.be/kST0q4krSxs Your browser does not support the audio element. In this insightful episode of The GrowCFO Show, host Kevin Appleby welcomes Melanie Coeshott, a GrowCFO Facilitator, to d…
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The Future of Insurance – Mary Boyd, CEO, Hiscox USA
26:57
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26:57Episode Info Mary Boyd is a seasoned senior executive with over 30 years of experience leading businesses through transformative phases in their history that span invention, renovation, integration and rebuilding. Beyond her reputation for building, revitalizing, and integrating businesses, Mary has a proven track record of successfully translating…
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#242 What Makes a Great CFO Mentor with Jen Burton, Mentor, GrowCFO
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31:47Facebook Twitter LinkedIn WhatsApp Email #242 What Makes a Great CFO Mentor with Jen Burton, Mentor, GrowCFO https://youtu.be/xMVa9RiS_pI Your browser does not support the audio element. In this insightful episode of The GrowCFO Show, host Kevin Appleby interviews Jen Burton, a new mentor at GrowCFO and current Chief Financial Officer at RJE Busine…
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The Future of Insurance – Bill Pappas, EVP & Head of Global Technology & Ops, MetLife – LIVE @ ITI NYC 2025
30:36
30:36
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30:36Episode Info As innovation continues to change at a relentless pace, cutting through a noisy marketplace has never been more essential. Such change brings exciting opportunities but also potential risks. Solve the right issues with the right tech, and you can bolster bottom lines and future-proof operations. Identify the wrong challenges and the wr…
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#241 Why Risk Management Is Getting Harder with Chris Wright, Managing Director, Protiviti
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32:11Facebook Twitter LinkedIn WhatsApp Email #241 Why Risk Management Is Getting Harder with Chris Wright, Managing Director, Protiviti https://youtu.be/LqF4t5IT0n8 Your browser does not support the audio element. In this episode of The GrowCFO Show, host Kevin Appleby speaks with Chris Wright, Managing Director at Protiviti and leader of their global …
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Professional Development with Jazmin Gelista
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25:15Join the FLEX team as we discuss professional development and internal mobility with Jazmin Gelista, Joni Arnold, and Carlene Archer.By The FLEX Culture Group
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The Future of Insurance – Chris Meredith, Candidate for OK Insurance Commissioner
16:27
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16:27Episode Info Chris Merideth is a seasoned insurance industry professional, public policy strategist, and Republican candidate for Oklahoma Insurance Commissioner in 2026. With a career spanning agency operations, catastrophe response, and legislative advocacy, Chris brings a rare 360-degree view of the insurance ecosystem—having worked with agents,…
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#240 Scaling from Startup to 80+ Employees: CFO Lessons in Fast Growth with Melissa Hurrington, CFO & VP of Operations, Premier Claims
42:52
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42:52https://www.youtube.com/watch?v=Dsa5QZtXo50 .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/2axThM3x9wuvBPGhK9wmza In this compelling episode of The GrowCFO Show, Kevin Appleby interviews Melissa Hurrington, CFO and VP of Operations at Premier Claims. The conversation exp…
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The Future of Insurance – Rick McCathron, President & CEO, Hippo Insurance – LIVE from ITI NYC 2025
31:21
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31:21Episode Info Over the last decade, the insurtech landscape has rapidly evolved, transitioning from a space dominated by startups innovating at the fringes to becoming a thriving industry amassing huge investment and innovation. But how did we get here, and more importantly, where do they go next? Hippo CEO, Rick McCathron, joins Bryan Falchuk for t…
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#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman, CFO, York IE
35:34
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35:34https://www.youtube.com/watch?v=Xp4amxAIoUM .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/0Qwxrp77mQV0CvmHThso7C In this insightful episode of The GrowCFO Show, host Kevin Appleby explores the critical topic of funding fast-growing B2B SaaS startups with Janelle Gorman,…
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The Future of Insurance – Bryan Falchuk with Sales Advice for Vendors
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16:33Episode Info After a series of conferences where I saw some sales tactics that were having the opposite effect from what the person employing them would have wanted, I thought I'd use an episode to share some of the advice I give to companies I've advised over the years. It's informed by my direct experience having been an executive at insurance co…
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#238 Why CFOs Who Ignore Excel & Automation Are Falling Behind with Richard Nero, GrowCFO Facilitator
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26:34https://youtu.be/wIPL5EncKVg .entry-img img{display:none !important;}.single .hentry .entry-img{display:none !important;} https://open.spotify.com/episode/0pwzX0ujbANt79RKKxEDMD In this insightful episode of the GrowCFO Show, Kevin Appleby sits down with Richard Nero, a Microsoft Excel MVP and GrowCFO Facilitator who specializes in finance systems …
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The Future of Insurance – Luca Russignan, Head of Insurance, Capgemini Research Institute
27:23
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27:23Episode Info Luca Russignan is an insurance expert with more than 15 years of experience with industry-leading consultancies and insurers. At Capgemini, he enables CxO conversations in the insurance sector through data-driven thought leadership to shape insurance business strategy focusing in particular on North America and Europe. He holds an MBA …
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