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As Artificial Intelligence continues to shape industries across the board, how is AI being utilized throughout the retirement plan industry? In this session, we’ll explore how AI is transforming the way 403(b) advisors and administrators manage their work and discuss which roles and tasks AI is poised to take over, including data analysis, plan compliance and customer service. While AI may simplify certain responsibilities and create efficiencies, you will learn how can you leverage it’s potential while mitigating risk to your business.
About the Speaker
Michael Webb Vice President, Head of Retirement Plan Services IT & Workplace Automation, Lincoln Financial
Michael Webb is vice president head of Retirement Plan Services IT at Lincoln Financial Group. He is accountable for software engineering Lincoln’s retirement platforms in this role. He also leads Digital Intelligent Automation, Business Process Management, Robotics Process Automation, Straight Through Processing, and Scan/Capture. Michael has over 20 years of experience and has dedicated his career to creating and executing major initiatives that consistently produce multi-million-dollar cost savings and technology transformation while impacting operational efficiency and effectiveness. Michael advocates for diversity, equity, and inclusion and is committed to empowering future industry leaders through engaging training, coaching, mentoring, and professional development opportunities. He is active in his local community, looking to improve people of color's understanding of careers in technology. Before joining Lincoln, Michael led application development at CNO Financial Group, where he drove vital enterprise initiatives ranging from back-office scan capture programs to front-end web portals for Independent Marketing Organizations. During his tenure at CNO, the organization released its first Variable Annuity Online Service center, and it transformed its back-office business process by outsourcing its infrastructure to reduce costs and improve productivity. Michael holds a Bachelor of Science degree, Magna Cum Laude in Management/ Business Information Systems from Indiana Wesleyan University, and a Master of Business Administration from the University of North Carolina Wilmington. I enjoy traveling, following Formula One racing, college basketball, and volunteering in my local community when not driving organizational performance.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.