Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Frank Paré is the 2018 president of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California.
Bryan Bagdasian, MD, is a physician informaticist specializing in standard content and clinical decision support at MEDITECH.
Matthew Boersen is a CFP at Straight Path Wealth Management, an RIA with two offices outside Grand Rapids, Michigan. Follow him on Twitter at @mboersen.
Matthew Attwell is Risk & Client Services Director at The ai Corporation.
Efi Cohen is chief technology officer and co-founder at Dataroma.
Heidi Maher is the executive director of the Compliance, Governance and Oversight Counsel (CGOC), a forum of over 3,400 legal, IT, records and information management professionals from corporations and government agencies. For over a decade, CGOC has been advancing governance practices and driving thought leadership across the industry. Heidi is also an attorney and a certified privacy manager who has advised hundreds of organizations on information governance around data privacy, regulatory compliance and eDiscovery.
Matt Waters, CPA, MBA, CGMA, has more than 15 years of experience managing accounting and finance. He has worked with both small organizations and large public companies including The Home Depot and American Tower. His expertise includes process improvements and software evaluation for the FASB’s new lease accounting guidance issued in February 2016.
While at Home Depot, he led the project to consolidate data for real estate, equipment and other leased assets into a single department, which increased efficiency for the preparation of financial reports, 10K footnotes, budgets and forecasts. Organizing lease data allowed the business to see patterns, eliminate waste, and make more informed decisions. Ultimately, his project enabled company-wide quality control over leased assets that reduced over-payments and other costs, which added money back to the bottom line.
Waters became a Certified Public Accountant in February 2004 and a Chartered Global Management Accountant in July 2012. He received his MBA from the University of Alabama at Birmingham.
Fara Haron is CEO of CRM Solutions for Arvato North America and Philippines and is a member of the Arvato CRM board.
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