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- New NASBP Form Transforms WIP Reports to XBRL Format - NASBP Pipeline
- Eliminate Manual Data Entry! Using Machine-Readable WIP Data for Better Reporting & Analysis - NASBP Virtual Seminar Series
- Insurtech for Surety: The Future is Closer Than You Think! | Surety Bond Quarterly, Summer 2017 edition
- Introduction to Surety Bonds Workshop - Building Relationships Mixer: Meet the Primes and City IT Pros
- Media Planet Insert –Employee Benefits and Engagement – Why Employers Need to Understand and Maximize Human Capital Management - USA Today
- The Future of Healthcare Forum - UPMC, Pittsburgh Business Event
- Next Generation Wellness– Practicing in the Present Preparing for the Future - Northeast Tennessee SHRM Conference
- Developing Data Dashboards that Engage Leaders at All Levels – Dashboard Working Roundtable Facilitator - Health Enhancement Research Organization (HERO) Summer Think Tank
- The FWD: Should High Crime Always Mean High Premiums? - Housing Forward Virginia
- Report Examines the Limitations of Using Crime Scores in Insurance Underwriting - Affordable Housing Finance
- Navigating Risk Management in the Affordable Housing Industry - 2019 CAHEC Partners Conference
- Affordable Housing Insurance/Risk Management: Hot Topics – LIHTC & Beyond - 2019 Housing Credit Conference
- Positioning CPAs as Insurance Knowledgeable Advisors - Virginia Society of CPAs Seminar
- Risk Management and Professional Liability for Accountants - Virginia Society of CPAs Seminar
- What does your Personal Risk Index tell your employer? - 2020 Virginia Transportation Construction Alliance Conference
- Captive Insurance Strategies - Virginia Society of CPAs Seminar
- "Group Health Insurance Captives" - 2017 NC Society for Human Resource Management (NCSHRM)
- "Better Information. Better Decisions. Big Data: Mid-Market Best Practices" - 2017 NC Society for Human Resource Management (NCSHRM)
- "Looking Ahead - Heath Benefit Trends & Insights" - Ajilon - Accounting Principals - Parker+Lynch 2018 Continuing Education Conference
- "Employee Benefits Benchmarking: Wisdom Beyond the Numbers" - 2018 Human Resource Management Association of Greensboro (HRMAG) Chapter Meeting
- "Employee Benefits Benchmarking: Beyond the Numbers" - 2018 CFMA Piedmont Chapter Meeting
- "Employer Health Plan Marketplace: Beyond Benchmarking" - 2019 Burke County HR Roundtable
- "Alternative Risk Transfer - Demystifying Underwriting” - Smith Leonard 201 CPE Day
- "Opioids: Implications for Business and Quality of Life" - Robert Half Event December 2018
- "Opioids in the Workplace: Keeping your employees and your organization safe" - Triangle SHRM Engagement April 2019
- Combating the opioid crisis | Virginia Business
- "Speaking Truth To Power" - 2019 SIPO Conference
- BNC Round table: Health care experts tackle key industry issues | Business North Carolina
- Money Matters In Depth | Spectrum Local News
- What should you know about the Affordable Care Act? | Business North Carolina
- Special Guest on NAHU’s Role in Shaping Prescription Drug Package | Healthcare Happy Hour Podcast