August 2023

Daniel Grayzel

Grayzel – Managing Director, Insurance Strategy & Transactions, Grant Thornton LLP

Mr. Grayzel has over 15 years of experience in the insurance sector. He currently oversees a portfolio that spans all sectors of the insurance industry. Prior to joining Grant Thornton, he spent 12 years in various M&A, strategy and consulting roles in the financial services sector – commercial insurance, banking & capital markets, and alternative […]

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Brandon Kaplan

Kaplan – Chief Innovation Officer, Co-Founder, Journey, CEO, Skilled Creative

Mr. Kaplan is the founder of Skilled Creative and co-founder of Journey, an innovation and design consultancy, headquartered in NYC. Obsessed with technology throughout his entire life, Brandon founded SKILLED with the mission to bend emerging technologies creatively. SKILLED develops best-in-class VOICE experiences for Fortune 500 brands like PepsiCo, HBO, the NBA, Warner Music Group.

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Peter Chuang

Chuang – AVP & Assistant Treasurer, Greater New York Insurance Companies

Mr. Chuang has over 9 years of experience in the insurance industry, working across various finance operations including financial reporting and FP&A. He currently manages treasury functions in the areas of financial planning, forecasting/budgeting, projections, and risk management. Mr. Chuang earned a BA in accounting from Baruch College. He is also a licensed CPA in

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Jon Serafino

Serafino – Director, Wipfli LLP

Mr. Serafino has over 30 years of experience in marketing and business development. He currently helps clients realize their operational and financial goals by successfully implementing business analytics solutions. Jon’s focus industries are financial services and nonprofit. In this capacity he helps his clients convert to a data-driven culture, ultimately leading to improved outcomes and

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