Banco Popular de Puerto Rico

Mr. Zey is the President and CEO of Zey Insurance Group, an estate and life insurance planning firm in Los Angeles, CA. Since 1982, Mr. Zey has been working with CPA and law firms, offering comprehensive financial planning services to their clients.Zey Insurance Group's practice consists primarily of estate and charitable planning, wealth transfer and business uses of life and disability insurance, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning, retirement planning, expert witness services, and medical insurance consulting.Mr. Zey has been a frequent speaker on the subjects of financial, charitable, and estate tax planning, ESOPs, executive compensation, disability and life insurance planning, and asset protection planning to various professional groups of attorneys, doctors, Certified Public Accountants (AICPA and California Society of CPAs), and insurance producers. Topics include actuarial arbitrage in estate and charitable planning, asset protection planning, managing client relationships and expectations, spilt dollar, life settlements and premium financing, life insurance issues, and divorce.Mr. Zey is a graduate of the University of California at Los Angeles with a BA in Russian Literature and Linguistics. He is an MSFS (Master of Science in Financial Services) from the American College in Pennsylvania, CFP® (Certified Financial PlannerTM) from the College of Financial Planning in Denver, Colorado, CLU (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), CAP® (Chartered Advisor in Philanthropy), and an AEP (Accredited Estate Planner).Mr. Zey has been involved with a wide range of professional affiliations, including the National Association of Life Underwriters, West Los Angeles Life Underwriters, the Los Angeles Chapter of the National Association of Insurance and Financial Advisors (where he served as director), Planned Giving Round Table of Southern California, Western Region Estate Planning Council, National Association of Estate Planners and Councils, and the California Society of Certified Public Accountants and currently holds FINRA licenses 6, 7, 63, 65, and 24.He enjoys playing chess competitively, Krav Maga, and kickboxing.

Ivan Sotomayor has over 30 years of international experience in auditing, assurance services, consulting, and general accounting issues. Over the years Mr. Sotomayor has worked on various global projects and his reputation has led him to be chief consultant to the World Bank headquartered in Washington, DC. As the World Bank’s advisor, Mr. Sotomayor had directed many projects in financial transparency reporting and audit firms’ quality control monitoring throughout Central and South America, Africa, Asia, and the Middle East. In addition, Mr. Sotomayor has been engaged by the World Bank in Quality Assurance Projects that involved the preparation and development of a system of quality control and financial statements reviews for audits of public entities on an international scale.In 1991 Mr. Sotomayor formed Sotomayor & Associates, LLP. From its inception, Ivan and his partners have been dedicated to provide accounting services of the highest quality to its clients. Because of their commitment, the firm is now a leading international mid-size CPA firm. Currently there are two offices located in Pasadena, California and Santo Domingo, Dominican Republic.In 2006, he was appointed technical advisor on accounting and auditing to the US Trade Representative for the US Department of Commerce and to the International Qualifications Appraisals Board, a joint committee of the National Association of State Boards of Accountancy and the AICPA to review and recommend reciprocity requests for professional accounting organizations throughout the world and the USA. Mr. Sotomayor is an advisor to the editor of the Journal of Accountancy and has been published in numerous industry journals as well as guest speaker in many global accounting conferences. Ivan attended Golden Gate University in San Francisco and earned his Master’s in Business Administration and a Bachelors Degree in Economics from California State University Los Angeles.

Michelle Baca is a member of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. She is a certified business and career coach and frequent speaker at conferences, association meetings and in-firm training engagements.

Michael Parness has been in the financial services field for over two decades serving in roles of Financial Advisor, Institutional Consultant, and Mutual Fund Services Business Development. Michael is currently a Managing Director at Oppenheimer & Co., Inc. in the role of National Director of the Professionals Alliance Group. Michael received his B.A. from Rutgers University in Economics and Psychology, and his M.B.A. from New York University’s Stern School of Business with concentrations in Finance and International Business. Michael also received his Certified Investment Management Analyst (CIMA) certification through the Investment Management Consultants Association (IMCA) at the Wharton School of Business. Michael currently resides in Wayne, New Jersey with his wife Diana and his three children.

Robert Levine, CPA, oversees EisnerAmper University and is an audit partner with a focus on public and private biotechnology, software and other technology related companies. Rob has over 23 years of public accounting experience, including more than 20 years with EisnerAmper. Rob received his Bachelors degree in Accounting from Lehigh University in 1987 and received his license as a Certified Public Accountant from New York State in 1990.

Reed Showalter, Managing Director for the Pacific Northwest Region, is located in the Sacramento office and is a member of the firm’s Life Science Group, part of alliantgroup’s Industry Specialization Program. At alliantgroup, Reed serves as a CPA liaison and provides technical support for the regional directors. He also serves on alliantgroup’s National Technical Review Committee and the Technical Legislative Committee, chairs the internal training program, and is a member of alliantgroup’s Tax Controversy Services (TCS) team.Reed has more than 18 years of experience in accounting, tax, audit, and business consulting with several large regional accounting firms. As part of senior management in these firms, Reed was responsible for advising and consulting clients on various audit and tax issues. Reed has extensive experience in manufacturing and agriculture-related industries as both a tax consultant and from hands-on farming and livestock production. Through consulting work, and managing his own farm-scale composting activities, Reed has extensive experience with waste management and composting companies. Additionally, Reed served as an assistant controller for a midwestern manufacturer of agriculture pumps, where he gained experience in manufacturing, fabrication, and foundry processes.

Joe Woodard is an Advanced Certified QuickBooks ProAdvisor and Intuit Solution Provider with over 10 years of experience supporting clients who use QuickBooks. Since Joe began teaching QuickBooks 10 years ago, he has taught over 20,000 QuickBooks consultants across the country and he currently works state CPA societies and large CPA firms to present advanced QuickBooks instruction to accounting professionals and software consultants. Joe is the host of the Scaling New Heights conference and is also host and founder of The National Advisor Network.Joe Woodard has earned a unique, national reputation a trainer, consultant and author on Intuit-related topics. Joe periodically provides advisory services to Intuit regarding product development, project management, and Intuit's interaction with accounting professionals. In 2009, Joe self-published the technical manual "Top 100 QuickBooks Tips, Tricks and Workarounds."Joe has built two successful accounting software consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – The Woodard Consulting Group. In addition to consulting with small and medium sized businesses, The Woodard Consulting Group provides advisory services to CPA firms and other QuickBooks ProAdvisors/Intuit Solution Providers across the country -- helping them to better service their clients who use Intuit products.In 2009, Joe became the only Method authorized trainer for Method Solution Provider certification in the U.S. Joe hosts Method Certification Boot Camps on a regular basis to prepare professionals to provide Method consulting services to their clients. In 2009 Joe used the Method platform to develop Pendulum - an online timesheet application that integrates with QuickBooks. In 2006, Joe was recognized in The CPA Technology Advisor's first annual 40 Under 40 recognition program as one of the tax and accounting profession's up and coming thought leaders who will help steward the continued evolution of technology in the practice.

Tom Henell is the Chief Marketing Officer and a principal of North American Professional Liability Insurance Agency, LLC (NAPLIA). NAPLIA is a boutique insurance agency that specializes in providing professional liability insurance on a national basis. Through his personally developed approach to “informational marketing”, Tom has grown NAPLIA to be a nationally recognized company named to the INC 5000, list of the fastest growing private companies in America, for the last three years in a row. His previous experience includes working as a Senior Vice President for an international media agency where he worked directly with Fortune 500 companies, including Radio Shack, Xerox, and Pfizer, to develop their online marketing strategies.Tom has spoken at national conferences on the subjects of both Internet marketing and professional liability insurance.

Jennifer L. Katrulya, CPA, is the President & CEO of BMRG, Inc. Since starting the practice in 2004, BMRG has provided outsourced accounting and advisory services to several hundred small and mid-sized privately held companies. In addition, Jennifer provides advisory and mentoring services to growing and large CPA firms seeking to successfully establish Best Practices, educate and motivate management and staff during periods of change, and streamline integrated processes in a hosted and SaaS environment.Jennifer’s prior experience includes over 10 years in public accounting with a specialty in technology consulting. She was also the controller for a large multi-state staffing company, where she managed 19 remote offices and a staff that processed weekly payroll for over 7,500 agency employees.Jennifer lives in Danbury, CT with her husband, Tracy Waldron.