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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Jami Doucette serves as president at Premise Health. In his role, Jami focuses on growth, product, innovation, strategy, business development, corporate development, and business intelligence.
Filipe Castro is co-founder and CIO at Utrust.
Ben Isaacson is Senior Vice President of product strategy at The Clearing House. He leads TCH’s Connected Banking efforts and, along with TCH’s members banks, is developing new standards and tools that will enable innovation and customer control through a more secure exchange of financial data in the U.S.
Jim Perry is the director of enterprise performance management (EPM) practice strategy at Infor, a provider of business applications specialized by industry and built for the cloud. With over a dozen years of experience in strategy and corporate finance, Perry has lectured extensively on best practices in financial planning and analysis and business intelligence. He holds an MBA in Finance from Rutgers Business School, and is a registered Six-Sigma Black Belt.
As president and chief growth officer, Mike Lisa oversees account management, sales, marketing and business development for Corporate Synergies, a national benefits practice leader. He is a 25-year employee benefits and insurance industry veteran with expertise in assembling best-in-class teams, maximizing operational results and enhancing the client’s overall experience.
Bryce Doty is senior vice president and senior portfolio manager at Sit Fixed Income.
Michael Simon is a consultant for ABBYY and the principal of Seventh Samurai, an e-Discovery and information governance expert consulting firm. Michael is a legal technology thought leader, having made over 100 presentations and written dozens of articles on e-Discovery and legal technology topics, including a book on Internet Law in 2002. He received his J.D. from Loyola University Chicago School of Law, and his B.A. cum laude from Tufts University.
Gabrielle M. Luoma, CPA, CGMA, founder and visionary of MOD Ventures, began building her business in 2004 in the living room of her own home. The MOD Ventures firm is unique in that it was built upon the aspiration to not only help businesses grow, but to change the way they see accounting, taxes, day-to-day business operations, and their big-picture vision. Luoma is currently working on her third book, this time for CPAs who are also passionate about innovation. When Luoma isn’t innovating, she can be found rooting on her youngest daughter in her cheer competitions, dreaming, drinking coffee, or watching Game of Thrones. Luoma graduated from New Mexico State University with a bachelor of accountancy and is an advisor for the accounting department at Pima Community College and an executive committee member of the PCPS section of the AICPA.
Jennifer Park is director of certification and community, What Works Cities.
Christopher Richards is the chief banking services officer at Cape Cod Five Cents Savings Bank in Harwich Port, Mass. He was recently appointed as a community bank representative to The Clearing House’s Real-Time Payments Business Committee.
