How CFOs Use AI and Precision Care to Manage Spend

Michael Reynolds is a Benefits Producer & Consultant at Lawley Insurance, where he works with executive leadership teams to challenge the traditional approach to employee benefits and take control of rising healthcare costs. He focuses on turning one of the most volatile expenses on the balance sheet into a more predictable, strategically managed investment.

Rather than relying on the standard renewal cycle, Michael helps organizations uncover inefficiencies, reduce unnecessary spending, and implement funding strategies that drive measurable ROI. His experience spans fully insured, self-funded/level-funded, captive, and other alternative funding models, along with innovative solutions such as ICHRA and supplemental programs designed to improve flexibility, increase participation, and shift costs more effectively.

What differentiates Michael is his ability to bridge finance, HR, and compliance—bringing a holistic, business-first approach that aligns benefits strategy with broader organizational and financial goals.

Known for his direct, consultative approach, Michael simplifies complex data and compliance considerations into clear, actionable strategies. By leveraging claims analytics, benchmarking, and underwriting insights, he helps organizations make more informed decisions that improve plan performance, mitigate risk, and deliver long-term financial impact.

In addition to his advisory work, Michael is actively involved in the nonprofit community and serves as Board of Trustees President for Child & Family Resources.

Charlie Burt is a Benefits Advisor from Lawley Insurance who partners with organizations to unlock efficiencies within their employer-sponsored health insurance plans. A pre-medical graduate turned advisor, Charlie brings a clinically informed lens to an industry often dominated by transactional thinking. As a Qualified Employee Benefits Specialist (QEBS), he is driven by a mission to improve how healthcare is delivered and financed, helping businesses take control of one of their largest and most complex expenses.

Charlie works closely with business leaders who are increasingly frustrated by the traditional renewal cycle—where rising costs, limited transparency and recycled strategies from major carriers fail to deliver meaningful change. He challenges the status quo by moving beyond conventional fully insured models, guiding organizations toward alternative funding strategies that prioritize both cost containment and improved patient outcomes.

Known for his proactive and practical approach, Charlie focuses on simplifying complex insurance principles and translating them into clear, actionable strategies. He equips leadership teams with a step-by-step framework designed to drive smarter decision-making, enhance employee benefits and ultimately return measurable dollars back to the bottom line.

Beyond his advisory work, Charlie is actively involved in both professional and philanthropic communities. He serves as Vice Chair of Next Wave Leaders for the Ronald McDonald House of the Greater Hudson Valley, supporting initiatives that provide comfort and care to families in need. He is also a sponsor of Financial Executives International New York City Chapter (FEI NYC), a member of Business Council of Westchester, Nonprofit Westchester, and Author of the Benefits Bottom Line Newsletter.