October 4-7 | Orlando, FL
Xperience is XDimensional Technologies’ customer event where current clients and invited prospects connect with the XDTI Team and key partners to discuss industry topics and learn the latest on the Nexsure Insurance Platform.
Meet Our Speakers
Partner, Strategy Meets Action, a ReSource Pro company
Karen is a well-known authority on insurance technology and how it fuels transformation within insurance companies. Her focus is helping insurers prepare for the future of the industry through the decisions they make today. Karen’s deep understanding of how to effect change guides insurers in the development and implementation of their transformation roadmaps. Her comprehensive knowledge stretches across foundational technologies such as policy admin, billing and claims, the implications of InsurTech, and enhancing adaptability and flexibility in a changing market. Her commitment to promoting innovation, encouraging the exploration and adoption of transformational technologies, and developing proactive ways to plan for the future draws those seeking an edge. In a highly competitive world, Karen brings exceptional knowledge and experience to the challenges of connecting solutions to business and IT requirements for both insurers and vendor clients.
For more than 30 years, Karen has held leadership positions across the insurance industry. She was previously the Vice President of CGI’s Insurance Practice, where she had responsibility for the development of their strategic direction and oversight of CGI’s insurance software services, ASP services, and core insurance BPO practice.
CEO, XDimensional Technologies
Lani Cathey is CEO of XDimensional Technologies and is responsible for the company’s overall strategy and operational execution. Lani Cathey brings 30+ years of experience scaling for transformative growth and profitability across startup, private high growth, to public corporations, including Genpact, Insurity, and IBM. Lani’s background includes roles as a Chief Revenue Officer, Business Executive, and Board Director. She is a nimble, versatile leader with a record of driving turnarounds and fast growth in the Insurance, Technology, and Healthcare sectors – with a strong experience leading successful consulting engagements for Fortune 100 and 500 companies. She is known for strategic thinking, building strong business relationships, focusing on results, and asking the right questions to do what is right, with passion and integrity. Lani’s degree is in Business Administration and Management from Montana State University.
Chief Product Officer, XDimensional Technologies
Rodney is the Chief Product Officer for XDimensional Technologies, responsible for the strategy and vision of the Nexsure Insurance Platform. Joining the company in 2000, Rodney has over 25 years in application development and project management within the insurance industry. Before XDimensional, Rodney worked for R5 Systems, leading system architecture, and web development teams. Rodney has in-depth experience in Microsoft.NET, ASP, XML, JSP, and relational databases developing enterprise-class software systems.
Managing Partner, Paducah Insurance
Jared started in the family insurance business in 2004 after two years serving in youth ministry. He worked at Bradshaw & Weil for 12 years before starting American Church Group of Kentucky in 2016. ACG KY is a niche agency that specializes in Religious Non-Profits. In 2019, ACG KY merged with Bob Johnson Insurance and added Knoxville as a second location. American Church Group of Kentucky, Tennessee and Alabama is a partnership between Jared, Bob Johnson Insurance and Brotherhood Mutual Insurance Company. Paducah Insurance Agency services ACG KY/TN clients who are handled from the Paducah location.
Jared loves working with businesses to solve problems through creative solutions. Many of Jared’s clients are entrepreneurial business owners who hustle every day to build something great. He also appreciates the positive force for good that insurance provides…when the worst happens, a properly designed insurance program puts people back where they were.
Principal, Insurance Agency Services
Ted brings over 48 years of experience leading various insurance organizations across the USA. He has owned/managed retail as well as wholesale brokers during his career. Currently, Ted is a board member of the Nexsure User Group as well as the Vice-Chair of the AUGIE group. He has worked closely with insurance technology groups to bring a better customer experience to agencies and brokers over the years.
Alexis Margerelli-Hussey, CIC
General Manager, Byrnes Agency, Inc.
Alexis has worked for the Byrnes Agency for over 32 years. Starting as a receptionist, she worked through the organization to her current position as General Manager. In this role, Alexis is responsible for the administration of the Nexsure Insurance Platform for the agency. In January 2022, Alexis became a member of the Nexsure User Group Board.
Outside work, Alexis has volunteered for her town’s Recreation Department for the past 18 years and is currently the Vice-Chair of the Lebanon Connecticut Board of Education.
Head of Operations at BDI Global, LLC
Adam Niedbalski is the Head of Operations at BDI Global, LLC and is responsible for all the firm’s financials, carrier reporting, underwriting processes and HR. Adam joined BDI after graduating from the University of Illinois with a finance degree. Some of Adam’s previous experiences include include COO and CFO-level functions in corporate, operational, and strategic finance, investor relations, shared services, and treasury management. Adam has watched first-hand the growth BDI and the macro cyber insurance industry over the past decade and is excited to continue down the path of profitably underwriting cyber risk for SMEs.
Currently, Adam operates an investment portfolio of rental assets focused on developing free cash flow while expanding margin. He lives out his childhood dream residing only a baseball toss from Wrigley Field and in his limited spare time, he enjoys watching the Chicago Cubs, playing golf and is an avid collector of pre-1920’s baseball cards.
Business Solutions Consultant, XDimensional Technologies
Nicolas has over 17 years of experience in varying business analyst positions, from working with three insurance software companies to implementing solutions for carriers and MGA/MGUs. He also worked with Accenture and The Hanover Insurance Group and holds a bachelor’s degree in Mathematics, Economics, and Computer Science from Boston University and a master’s degree in Management from Ecole Superieure De Commerce De Lyon in France.
Product Specialist, XDimensional Technologies
Robin Cordell is a Product Specialist with XDimensional Technologies. She works with our clients on support, training, and implementation in this role. Before XDTI, Robin worked as a commercial lines account manager at retail agencies. With numerous years within the insurance industry, Robin recognizes the importance of technology for our clients.
Director of Insurance Solutions, XDimensional Technologies
Patrick is the Director of Insurance Solutions for XDimensional Technologies. In this role, Patrick is responsible for the success of customer implementations. Joining XDimensional in 2005, Patrick is a CPA and has over 15 years of agency management system experience and over 25 years of experience in accounting, forensic accounting, and management. Before joining XDimensional, Patrick worked with AMS Services, Inc. and Pinnacle Consulting in the insurance space. Patrick is involved in implementing our product vision regarding our policy administration platform and accounting and reports enhancements. Patrick graduated Cum Laude from Lewis-Clark State College (Idaho) in Business Administration and Accounting and holds an MBA, Finance from Gonzaga University.
Founder, XDimensional Technologies
Craig is one of the founders of XDimensional Technologies. With over 25 years of experience in technology and insurance leadership, Craig has deep expertise in managing operations and technology initiatives. Today, Craig consults with XDimensional Technologies to identify market solutions, and strategic partnerships and supports new and current customers as they optimize their use of the Nexsure Insurance Platform. In addition to his consulting business, he is the Founder and Executive Chairman of Consolidated Agency Partners, Inc., a Preferred Market Access firm based in Reno, NV. He is a Certified Cyber Security Architect (CCSA) a nationally licensed Property & Casualty Insurance Broker specializing in Cyber/Technology Coverages, a member of InfraGard, a partnership between the FBI and the private sector, and a member of the Information Systems Security Association (ISSA). Craig has a master’s degree in National Security Studies from California State University (CSUSB) and a Bachelor of Science degree in Management from Southern Illinois University. He is a United States Air Force veteran.
CTO, XDimensional Technologies
Mike Hollingsworth is the Chief Technology Officer at XDimensional Technologies, overseeing the IT and Application Development organizations. Mike has over 30 years of broad technology experience, having held technology leadership roles in SaaS businesses over the last two decades. Hollingsworth’s business experience traverses many industries, including healthcare, insurance, financial services, construction, and facilities maintenance. Before joining XDTI, Hollingsworth was the Vice President, Technology for Greenville-based Gordian, a subsidiary of Fortive, where he led development for multiple SaaS software products, utilizing teams around the US, UK, Eastern Europe, and India. Before Gordian, Hollingsworth held leadership roles at several global companies, including SoftPro, Jaggaer, and M*Modal.
Product Specialist, XDimensional Technologies
Lisa Lacy is a Product Specialist with the XDimensional Technologies Team. She joined XDTI in 2018 and works with our customers on implementation, training, and support.
Before XDTI, Lisa worked as an Operations/Accounting Manager at a retail agency for 19 years. From this experience, she learned to recognize the importance of utilizing an agency management system and the features/functions that it offers and understands the importance of teaching our clients how to work efficiently and effectively.
Vice President, Application Development, XDimensional Technologies
Riyad is the Vice President of Application Development for XDimensional Technologies. Riyad is an experienced IT executive who combines strategic leadership and hands-on management skills with a passion for technology. He has a proven track record of successful application projects delivery, from large-scale cloud-based systems to workflow-driven line of business apps. Before joining XDimensional, he was a VP of Applications Development at Carrington Mortgage Holdings, where he provided technology leadership in key strategic initiatives across Carrington’s 15 business units. Earlier in his career, Riyad was a Senior Software Architect at Experian Consumer Services. Riyad has a Ph.D. in Mechanical Engineering from Azerbaijan Oil Academy and a Master of Science in Applied Mathematics and Cybernetics from Baku State University. In his spare time, he teaches online programming classes at the University of California.
Vice President, Solutions Consulting, XDimensional Technologies
Tom O’Neil is the Vice President of Solutions Consulting for XDimensional Technologies. Tom has thirty years of insurance and technology experience that spans multiple roles. Tom is focused on understanding our customers’ needs and delivering solutions that enhance user experience, increase efficiency, and optimize business results.
Tom was introduced to insurance through his family’s retail agency where he learned the fundamentals of the industry. Tom migrated to the carrier space where he led underwriting and customer service operations for a regional carrier and drove dialogue and knowledge sharing between the business and technology teams that resulted in effective collaboration and the delivery of enhanced solutions. From there Tom moved to the software and technology services sector where he has held a variety of roles that include account management, implementation services, and sales support. His most recent position prior to joining XDimensional was as Lead Business Architect for Duck Creek Technologies.