15th Annual BoxWorks Conference Recognizes Customer Innovation

Valmark Financial Group has been named the SMB AI Disruptor Award winner at Box’s 15^th annual BoxWorks conference. Valmark was one of three finalists recognized and received the award during the BoxWorks closing keynote on September 11, 2025.

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Geoff Moore, Chief Information Officer, Valmark Financial Group accepts the SMB AI Disruptor Award at the annual BoxWorks conference in San Francisco, CA, on September 11, 2025.

Box’s customer awards at BoxWorks have recognized innovation for 15 years, with past recipients ranging from emerging companies to members of the Fortune 500.

The SMB AI Disruptor Award, introduced in 2025, recognizes organizations using AI to move quickly, adapt with agility, and drive meaningful impact. Honorees are noted for leveraging AI-powered tools to streamline processes, free up employee time, and assist with more intelligent decision-making.

Box’s account team nominated Valmark for its early adoption of Box AI features, proactive feedback on product capabilities, and work with AI Studio. The company’s application of AI has supported workflows for both life insurance and investment operations.

“This award reflects how we are applying AI to improve efficiency and deliver a better experience for the firms we serve,” said Larry J. Rybka, Chairman & CEO of Valmark Financial Group.

This work has been closely tied to Valmark’s collaboration with Box, particularly in testing and refining new AI tools.

“Our collaboration with Box has allowed us to test, learn, and apply AI in practical ways that are already creating measurable results and improving efficiencies,” said Geoff Moore, Chief Information Officer of Valmark Financial Group.

Box serves over 100,000 organizations.

About Valmark Financial Group, LLC

Valmark Financial Group is a holding company of several subsidiaries, including Executive Insurance Agency, Inc., a national producer group; Valmark Securities, Inc., a broker-dealer and member of both FINRA and SIPC; Valmark Advisers, Inc., a U.S. Securities and Exchange Commission registered investment adviser; and the Valmark Policy Management Company, LLC, which provides ongoing policy management and monitoring services for life insurance policyholders. With a proud history of working with independently-owned financial services firms committed to high ethical standards in over 30 states throughout the United States, Valmark offers a wide range of insurance and investment solutions for high-net-worth clients. Headquartered in Akron, Ohio, with operations in St. Paul, Minnesota, Valmark, through its affiliated entities, has helped its member firms place approximately $80 billion of life insurance death benefits and manage insurance policies with a cumulative cash value of over $8 billion. Valmark’s affiliated RIA, Valmark Advisers, has an estimated $11.5 billion in assets under management and advisement. To learn more about Valmark Financial Group, visit www.valmarkfg.com.

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Investment Advisory services offered through Valmark Advisers, Inc., an SEC-registered investment adviser.

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