Banco Popular de Puerto Rico

Paul B. W. Miller, Ph.D., CPA (ret.), is emeritus professor of accounting at the University of Colorado - Colorado Springs. The author of more than 15 books on accounting, including "The FASB: the People, the Process, and the Politics," he collaborated with Ed Ketz and Paul Bahnson in writing more than 400 "Spirit of Accounting" columns for Accounting Today. 

Robert Trinz is a senior analyst with Thomson Reuters Checkpoint within the Thomson Reuters Tax & Accounting Business.

Craig W. Smalley, MST, EA, has been admitted to practice before the Internal Revenue Service. He has a Masters in Taxation from UCLA, and is the founder and CEO of CWSEAPA, LLP, and Tax Crisis Center, LLC, with locations in Florida, Delaware, and Nevada. He has been in practice for 22 years.

U.S. Air Force veteran Scott Dishman owns a small tax office in Florida.

Richard Sutton is a principal of Worksite Health Advisors.

Faust is an associate at Michael Best & Friedrich LLP.

Oliver Small leads the Deposit Performance Optimization Team at Tangerine Bank. His primary area of focus is providing strategic thought leadership by developing, prioritizing and monitoring growth initiatives against an integrated system of benchmarks; he is also accountable for stewardship of the Deposit portfolio, ensuring medium-term tactical plans enhance long-term franchise value.Oliver began his career in Corporate Strategy, acting as a core member of the deal Team that led ING DIRECT Canada’s $3.1B sale to the Bank of Nova Scotia. He is a graduate of the Richard Ivey School of Business at Western University, completing his Honors Business Administration (HBA) in 2007 and his Master of Business Administration (MBA) in 2011.

Roman Vinfield entered the Fin-Tech space several years ago, bringing his extensive experience in digital marketing, lead acquisition, and enterprise sales systems with him. Quickly, Roman identified a tremendous pain point for the overwhelming majority of direct lenders and brokerages involved with the marketing and sales of these products: creating an environment to ensure consistent and persistent lead follow up. By building a use case in tandem with Conversica, Roman was able to develop an easily accessible and cost effective method of lead outreach and qualification using technology that, up until that point, had never came across the financial services industry before. AI Assist, founded this year, is now dedicated to bringing the best technology solutions available to Financial Services market, with an emphasis on connecting the Right Opportunities, to the Right People, at the Right Time.

Glenn Goldman is the CEO of Credibly, driving the company’s vision of offering a comprehensive suite of financing products to a broad range of small businesses. Formerly the CEO of CAN Capital for 12 years, Glenn helped create the alternative lending market, building and growing a leading financial technology platform that revolutionized the availability of capital to small businesses. Under Glenn’s leadership, CAN produced record growth, making the company the largest non-bank provider of access to capital for small businesses in the U.S. Glenn sits on the advisory board for Orchard Platform, is a former advisory board member of DemystData, and was formerly an Entrepreneur-in-Residence at Flexpoint Ford. Glenn received his B.S. in Accounting from University of Maryland and his M.B.A. in Finance from Columbia University.

Kathryn has spent the past 20 years working with startups and established companies focused on credit, payments, technology and ecommerce.��Kathryn and her co-founders started Kabbage in 2009, which has since provided more than $2 billion in loans. �Prior to Kabbage, Kathryn was with Revolution Money, an Internet-based credit card startup based in St. Petersburg, Florida, where she was Vice President of Strategy. Before Revolution, Kathryn was a corporate development executive with CompuCredit Corporation.� She spent the early dotcom years with several Internet startups, including US Web and WorthKnowing.com. �She holds a B.A. in English Literature from Furman University.