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  • Woosung Chun is the Chief Financial Officer of DualEntry, the AI-native ERP helping finance teams move from manual reporting to real-time visibility.

  • Curtis Vincent is the CHRO of The Estate Registry, a digital estate management provider that utilizes cloud-based tools and services for inter-generational estate management.

  • March 19–20, 2026

  • Dr. Shlomit Wagman is a fellow at the Harvard Kennedy School's Mossavar-Rahmani Center for Business and Government and Allan Lab. She previously chaired the Financial Action Task Force risk working group, held a senior role at the Egmont Group and MONEYVAL at the Council of Europe, and led Israel's Financial Intelligence Unit. She earned her Ph.D. and LL.M. from Yale Law School.

  • Michael Magnan, founder and CEO of AdvizorPro, is a leading wealth management and financial advisor intelligence platform for smarter prospecting.

  • Ulf Brüning is Principal and International Client Executive Leader at Global Risk Consultants based in Darmstadt, Germany. He has spent nearly 20 years with the company helping some of the world's most successful businesses identify risks and shape their risk management strategies.

  • R. Dale Hall, FSA, MAAA, CERA, CFA is Managing Director of Research for the Society of Actuaries Research Institute (SOA). In his role, Dale is responsible for managing research projects and experience studies across the SOA's wide variety of actuarial practice areas and markets and coordinating strategic research partnerships. Additionally, Dale hosts the SOA's Research Insights Podcast and has appeared on behalf of the SOA in a variety of media outlets including NPR, C-SPAN and National Geographic.