Elevating Insurance Careers with Technology

Presenters: Mitchell Lipham, CPA (moderator), Paul Roderick, CPCU, ARM, Matt Rigsby, Rajesh Narayan, CPCU, and Ruth Phillips, CPCU, CIC, ARM

July 29, at 2 p.m. ET

Join the CPCU Society, IASA and a panel of industry experts for an essential discussion on how technology can empower—not replace—insurance professionals in today's evolving marketplace. The insurance industry faces a critical moment: talent shortages coincide with rapid technological advancement. But what if technology isn't a threat, but instead a key tool to empower our workforce and attract the next generation of insurance professionals?

This dynamic panel brings together research insights, practical implementation experience, and proven strategies from industry leaders who are successfully using technology to strengthen their teams and advance careers.

Key Takeaways:

  • Understand the current insurance workforce landscape through research data and identify where technology creates the biggest opportunities for career growth.
  • Discover how leading insurance organizations successfully position technology as talent empowerment rather than replacement, with real examples you can apply.
  • Learn specific strategies for developing future-ready skills that help insurance professionals thrive alongside technological advancements.
  • Get practical implementation steps for empowering yourself and your team through technology, including overcoming common obstacles and measuring success.

Matt Rigsby's whitepaper "Talent Transformation: Key Metrics for Insurance Workplace," referenced in this presentation, is available in our Learning Library.

This webinar is open to the public. Registration is free and easy. Simply create a free web user account and add the webinar to your cart. There will be no charge at checkout. We can't wait to see you there!

This webinar was organized in collaboration with IASA, an affiliate of The Institutes.


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Mitchell Lipham, CPA (Moderator)

Senior Manager

Johnson Lambert LLP
 

Mitchell Lipham, CPA, is a Senior Manager at Johnson Lambert with extensive expertise in audit services for insurance and employee benefit plan clients. He holds a master’s degree in accounting from Georgia State University's J. Mack Robinson College of Business and a Bachelor of Science in Accounting & Insurance from Florida State University. Since joining Johnson Lambert in 2019, Mitchell has demonstrated comprehensive audit leadership, managing client engagements from planning through completion while providing on-site supervision and mentorship to junior staff. His responsibilities include drafting financial statements and client reports, evaluating risk and key controls, and identifying significant accounting issues. Mitchell is actively involved in professional development as a member of the Insurance Accounting & Systems Association's Professional Development Subcommittee and serves on Johnson Lambert's Recruiting Committee.

 

Paul Roderick, CPCU, ARM

Manager of Claims Operations, Digital Product

Midwest Employers Casualty
 

Paul Roderick, CPCU, ARM, is a digital product owner at Midwest Employers Casualty (a W. R. Berkley company), where he oversees claim operations and leads initiatives to modernize legacy processes in excess and reinsurance lines. Paul is known for bridging gaps between technology and business teams and for applying practical change management methods to bring adoption and impact. With a background spanning risk management, excess and reinsurance, and various technology roles, he is experienced in moving from strategy to tactical implementation and from business to technical domains to ensure transformation initiatives deliver tangible outcomes.

Previously, Paul led a public entity risk management program, implementing technology-driven improvements that streamlined workflows and enhanced outcomes. He currently serves on the CPCU Society’s Technology and Innovation Committee, advancing industry knowledge on innovation and digital fluency.

 

Matt Rigsby

Principal Researcher, Enterprise Research

The Institutes
 

Matthew Rigsby has been working in education-related research for over a decade. After spending 5 years abroad as a teacher in South Africa and South Korea, he returned to the United States to work as a curriculum evaluator and school policy researcher in support of public schools and higher education. In 2020, Matthew joined The Institutes as a Principal Researcher where he continues to support education and professional development through market research and business intelligence projects. His recent work includes a white paper called Talent Transformation: Key Metrics for the Insurance Workforce, in which we explore the impact of the demographic shifts facing the industry.

 

Rajesh Narayan, CPCU

VP, Principal Consultant, Product and Underwriting

ValueMomentum
 

Rajesh Narayan is an insurance technology leader known for driving innovation and operational efficiency. With experience at Majesco, IDP, Genpact, Moody’s, and Gartner, he has led global teams in underwriting transformation, digital operations, and product strategy. Rajesh is also an author and advocate for continuous learning, sharing his insights in his book, “Unlocking Insurance Careers.” At ValueMomentum, he combines his expertise to deliver holistic solutions for product and underwriting challenges and growth opportunities. Rajesh encourages professionals to build careers through a personalized approach to skills, knowledge, aptitude, and networking (SKAN).

 

Ruth Phillips, CPCU, CIC, ARM

Training & Education Senior Specialist

Higginbotham Insurance Company
 

Ruth E. Phillips is a training and education senior specialist at Higginbotham Insurance Company, where she leverages over two decades of industry experience to develop engaging training programs for employees at every career stage. Her insurance journey began in personal lines customer service, advancing through various roles in both personal and commercial lines before discovering her passion for education. Ruth holds 17 professional designations—including CPCU, CIC, ARM, and ITP—along with a master’s degree in adult education, combining deep industry expertise with solid foundations in adult learning theory and instructional design.

Whether building LMS content, teaching CE classes, or onboarding new employees, Ruth's mission is making learning accessible, relevant, and enjoyable. As a published author, frequent conference speaker, and champion of continuous learning, she brings expertise and dedication to every educational initiative she leads.