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Jan Lynn Owen last served as the first commissioner of the California Department of Financial Protection and Innovation, or DFPI, from 2013 to 2019. Prior to that, she held the commissioner role in California for over 15 years at the Department of Corporations, Department of Financial Institutions and the Department of Business Oversight.

Michael He is a Senior Director at Simon-Kucher, where he is focused on helping insurance and Insurtech companies accelerate growth by refining their pricing, sales, and go-to-market strategies. With over 17 years of experience spanning financial institutions, insurance, and technology, he is a strategic leader in AI/ML transformation, sales, data, and pricing. Michael guides clients through industry shifts, helping them harness data-driven insights to make smarter, more strategic decisions. His expertise lies in translating complex analytics into actionable strategies that drive sustainable profitability and competitive advantage. Michael holds both an undergraduate degree in Economics and Computer Science, as well as an MBA in Corporate Finance and Accounting from the University of Rochester.

Lera Kooper serves as chief operating officer and equity partner at Accountability Services.

Ranjit Rao is a finance and enterprise performance leader and principal in Deloitte Consulting LLP, with more than 20 years of experience leading large finance transformation programs focused on finance strategy and operations.

Ed Hardy is a partner and serves as the U.S. finance services leader at Deloitte, where he helps CFOs and finance leaders prepare for what's next and navigate change.

New research from Financial Planning explores how financial advisors are approaching artificial intelligence, where adoption is accelerating, and where concerns remain.