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Risk & Reward: Navigating Insurance and Benefits Trends for Financial Leaders Risk & Reward: Navigating Insurance and Benefits Trends for Financial Leaders Risk & Reward: Navigating Insurance and Benefits Trends for Financial Leaders
Westin Waltham Boston  

70 3rd Ave
Waltham, MA 02451-7523

Map
Monday, October 20, 2025 6:00 PM - 8:30 PM Eastern Standard Time

 

Financial leaders are navigating unprecedented challenges in managing both organizational risk and employee benefits. Employment practices, workers’ comp, and liability exposures remain top of mind, while new risks such as cyber and AI are redefining the coverage CFOs must evaluate. At the same time, the employee benefits landscape is evolving, with new products entering the marketplace, shifting cost structures, and increasing pressure to provide meaningful offerings that attract and retain talent.

Our panel of insurance and benefits experts will explore current pricing trends, best practices for building strong broker relationships, and emerging coverage solutions. CFOs will gain practical insights to protect their organizations and leverage risk management and benefits programs to strengthen resilience and long-term financial strategy. Understanding both risk and reward is more critical than ever.

Learning Objectives:

  • Identify emerging risks—including cyber and AI—that impact insurance coverage decisions for financial leaders.Participants will gain awareness of how new technologies are reshaping liability, employment practices, and organizational risk.
  • Evaluate strategies for optimizing employee benefits in a shifting marketplace. Attendees will learn how to assess evolving products, manage cost structures, and design offerings that support talent attraction and retention.
  • Apply best practices for broker relationships and coverage selection to enhance organizational resilience. CFOs will explore how strong partnerships and informed choices in risk management can support long-term financial strategy.

Agenda:
6:00 PM Networking / Cocktails
7:00 PM Panel 
8:30 PM Networking / Wrap up

*This event will qualify for 1 CPE credit

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.


Speakers

Joseph M Callahan

President & CEO

Cabot Risk Strategies

Gregory Puig

Partner, Head of Group Benefits

Sentinel Group

Lynne Ahearn

VP of Business Development

Brown & Brown

Matt Murray

Senior Area VP

Gallagher

Donna J Desmond, CPA, MBA

Board Member and Chair of the Audit Committee

BostonSight