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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Randy A. Fox, CFP, AEP, is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is currently the editor-in-chief of "Planned Giving Design Center," a national newsletter and website for philanthropic advisors. He is a past winner of the Fithian Leadership Award by the International Association of Advisors in Philanthropy. Reach him at randyafox1@gmail.com
Mark Gervase, director of product marketing for Bill.com, works with accountants and firms to grow their businesses and achieve efficiencies through automation and cloud technologies. He is a former CPA, has a background in financial technology, and holds an MBA and a B.A. from the University of California, Berkeley.
Frank Giudice
Product Manager
Wolters Kluwer Tax & Accounting
VP of Product
Artemis Health
President and Founder, MMS Analytics
Thea Garon is director at the Financial Health Network.
Joe Welu is the founder and CEO of Total Expert, based in Minneapolis.
Lecio De Paula Jr. is director of data privacy at KnowBe4.
L. Stephen Bowers, Counsel at White and Williams LLP. Founded in 1899, White and Williams LLP is a global-reaching, multi-practice law firm with over 240 lawyers in ten offices.
Rob Dixon is head of product and business development for CPI Card Group.
