Banco Popular de Puerto Rico

Lisa Silverman is a managing director at K2 Intelligence, LLC. She specializes in multinational investigations in a variety of industries, many of which are highly regulated.

As Customer Experience Director for LEVEL5, Anthony is focused on transforming how community financial institutions create relationships with their consumers.A 20-year veteran of helping companies grow and improve performance, Anthony, and his firm LEVEL5 have partnered with hundreds of financial institutions across America to help them achieve their hopes and dreams. Their approach quantifies the business case for expansion, transformation, technology integration and consumer experience to generate revenue for their clients and optimize return on investment.Anthony is a recognized thought leader in Branch and Main Office Transformation, and is a frequent speaker and author on the topics of Retail Banking, Branch Strategy, Omni-Channel Delivery, and the Future of Branch Banking.

Jeffrey Cruttenden is the co-founder of Acorns. Jeff co-founded Acorns with his father, Walter, to radically simplify and democratize investing. While in college, Jeff realized that most of his classmates were not able to come up with the lump sum needed to meet minimum balance requirements. Acorns was hatched as an investment application to allow people to easily invest their spare change into diversified portfolios. Jeff graduated Magna cum Laude and Phi Beta Kappa with a B.A. in Mathematics from Lewis & Clark College.

Mary Mack is responsible for retail and small business banking at Wells Fargo. She and her team serve approximately 22 million retail banking households and 3 million small business owners. The organization provides financial services to customers through more than 6,000 retail branches and 13,000 ATMs in 39 states and the District of Columbia. Community Banking serves mass market, affluent and small business banking customers.Mary also leads the Business Strategic Planning, Analytics, and Initiatives Group and the Distribution Strategies and Services Group.Mary began her career with Wells Fargo in 1984 and has a broad mix of brokerage/advisory, banking and finance experience. She most recently held the position of President and Head of Wells Fargo Advisors, LLC, one of the nation’s largest full-service retail brokerage organizations. Prior to that, Mary led the Financial Services Group and was responsible for investment, advisory and banking products; the firm’s research and advice model; Financial Advisor (FA) recruiting, FA productivity and development and the client and FA platform. Over her 32 year tenure with Wells Fargo, Mary also held a variety of leadership positions including the head of Wealth Brokerage Services; leader of Wachovia’s Client Partnership; director of Community Affairs; General Bank regional president; and managing director of Healthcare Corporate Banking.A graduate of Davidson College in North Carolina with a bachelor’s degree in International Political Economy, Mary also serves on the college’s board of trustees. She is a past member of Civic Progress St. Louis and past co-chair of the St. Louis Regional Chamber’s Financial Forum. She also served on the executive committee of the United Way of Greater St. Louis, the board or executive committee for Johnson C. Smith University, the United Way of Central Carolinas, Junior Achievement, Childcare Resources, and the Arts & Science Council. She is also a founding member of the Foundation for Fort Mill Schools.Mary was named by Fortune magazine as one of the “50 Most Powerful Women in Business” for 2016. In addition, she was named among the “25 Most Powerful Women in Finance” for 2014 and 2015 by American Banker magazine and ranked among the top 20 “Women to Watch” in financial services by Investment News in 2015. She holds Series 7, 63 and 24 registrations.

Chris Dupuy is President of Focus Independence at Focus Financial Partners.

Jeff Kolesar is the senior vice president of group strategy and administration for Renaissance Dental. He has more than 20 years of experience in the insurance and employee benefits industry. Jeff oversees the national group sales and account management teams as well as develops sales and marketing plans to achieve new business objectives.

Brad McMillan is chief investment officer of Commonwealth Financial Network.

Dr. Sharar is chief clinical officer at Chestnut Global Partners.

A leading force in the credit union industry, Michael Poulos has driven expansion and innovation since he became president/CEO of Michigan First Credit Union in 2000. Under his leadership, the credit union has grown to nearly 90,000 members and more than $630 million in assets with an emphasis on exceptional customer service and ongoing investment in new technology. During his tenure, Michigan First has expanded lending programs by $230 million, implemented effective sales practices and cultivated a focus on high-touch service. Poulos’s efforts have yielded significant growth for the credit union—a Metro Detroit institution for generations—adding service-driven technology and expanding membership beyond the educational community to include all residents and workers in Wayne, Oakland and Macomb counties. Instrumental in the launch of mobile banking and advanced MoneyWorks ATMs, he has also instituted continuing education and training for all team members, supporting his belief in developing credit union leaders from within. Poulos has also focused on attracting a new generation of members by investing in youth and young adult financial education programs, as well as in a new brick and mortar branch designed for students at Wayne State University. Under his leadership, the credit union has also deepened its connection to the community, supporting more than 25 student-run credit union branches in area schools and founding the Michigan First Foundation in 2012. The foundation gives more than $160,000 annually to local non-profits and students through its donations and scholarship programs. Prior to serving as CEO at Michigan First, Poulos ran three credit unions in New York and Florida, earning the 1995 Credit Union Professional of the Year award from the New York State Credit Union League. He is a member of the Credit Union Executive Society and is a frequent presenter at industry events, including serving on the faculty of Credit Union Marketing University in Tempe, AZ. He earned an M.B.A. from Russell Sage College as well as a Bachelors degree in Accounting from LeMoyne College.