Banco Popular de Puerto Rico

Robert is the Chief Executive Officer and founder of The Federal Contractor Services Network. He holds a CPA certificate in both Maryland and West Virginia, and also holds a Masters Degree in Taxation from George Mason University. He has over 15 years of public accounting experience, and also has served as Chief Financial Officer for a Department of Defense government contractor and for a local Board of Education. The Federal Contractor Services Network has offered software, training and support since 2003. FCSN developed ICAT, the Indirect Cost Allocation Tool for Quickbooks. ICAT provides the functionality for computing indirect rates and allocating indirect costs to contracts. This critical requirement for determining the government’s obligation for reimbursing costs to the contractor enables government contractors using QuickBooks to successfully pass the DCAA accounting system review. Passing the DCAA accounting system review is a critical step towards qualifying for valuable Cost-Plus-Fixed-Fee type contracts.

James C. Metzler, CPA, is Vice President, Small Firm Interests for the AICPA. In that role, he leads AICPA initiatives aimed at serving the needs of practitioners, including the activities of the Private Companies Practice Section as well as the Institute's specialized communities and accreditations. He also serves as an advocate for small firms on standard-setting, legislative matters, practice issues and as liaison between the AICPA and its member firms. Jim reports directly to Barry Melancon and works with him on a multitude of professional issues.Jim's efforts on behalf of small firms and his activities prior to the AICPA have gained him recognition throughout the profession. He has frequently been named as one of the "The Top 100 Most Influential People in Accounting," a national listing compiled annually by the editors of Accounting Today. In 2005 through 2010 those chosen for the list were asked to compile their own "most influential" list and Jim was one of nine luminaries in the profession selected for this distinction. Jim received the U.S. Small Business Administration's New York District Office 2007 Financial Services Champion of the Year Award. He was cited for his significant contributions in helping small businesses obtain the accounting services they need to succeed.Jim has spent more than 37 years working with small firms. Prior to joining the AICPA, he was a co-founder of ConvergenceCoaching, LLC, a national consulting firm dedicated to helping CPA prosper by assisting them to develop and implement success plans.Jim spent 32 years in public accounting, 24 of them as a partner with Gaines Metzler Kriner & Company, LLP, a local firm in Buffalo, New York. He was also founder GEMKO Information Group, Inc., a successful technology consulting organization.He is the author of How to Build a Million Dollar Technology Consulting Practice and of numerous articles on practice management issues. He is a frequent lecturer for the AICPA, State Societies and global CPA professional associations.

Deborah D. Lambert, CPA is the Managing Partner of Johnson Lambert & Co. LLP. Lambert has held numerous leadership roles in the accounting profession and has been actively involved in professional activities for her entire career. She is the Immediate Past-Chair of the North Carolina Association of CPAs and currently serves as a member of AICPA Council. She previously served a three-year term on the Board of Directors of the AICPA. Lambert was Chair of the Auditing Standards Board of the AICPA and has served on numerous AICPA Committees. She Chaired the COSO Small Business Control Guidance Advisory Group Task Force and also served a as a member of the SEC Advisory Committee on Smaller Public Companies.In 1986, Lambert, along with Larry Johnson, founded Johnson Lambert in Washington, DC. Lambert has served as the firm’s Managing Partner since 2006. Johnson Lambert has grown from 2 partners and one employee in 1986 to almost 150 personnel, including 13 partners. The firm has offices in 8 states: Florida, Georgia, Illinois, New Jersey, North Carolina, South Carolina, Vermont and Virginia. Johnson Lambert has prospered by concentrating on providing audit and tax services to distinct industry niches. The insurance industry is the Johnson Lambert’s dominant industry niche; in addition, the firm serves entities in two additional niches: employee benefit plans and associations and other non-profit organizations. All partners and employees of Johnson Lambert will join in the firm’s celebration of its 25th Anniversary during 2011 with a team building trip to Key West, Florida. A graduate of Wake Forest University, Lambert began her career with Ernst & Whinney in Cleveland and then Washington, DC. Debbie is a four-term member of the Board of Trustees of Wake Forest University where she currently chairs the Finance Committee.

Sam (Naseem) Saab is passionate about helping businesses succeed! With over 25 years of experience in the copmuter consulting and software development industries, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in teh Business Information Management technologies. In 1986, Sam developed and launched Results CRM - an award-winning integrated business solution that helps businesses centralize their data, streamline their operations and improve their business relationships. An Electro-Mechanical Engineer by education, Sam draws on his personal experience in running, managing and growing his own consulting and software companies to analyze the needs and design applicable solutions for clients. Sam is a national speaker and published author on CRM and Business Information Management topics like: Business Growth Strategies, Effective Business Development & Sales Force Automation, Leveraging Virtual Offices, Streamlining Business Processes & Gaining a Competitive Advangate.

Steve Peterson has more than 30 years of accounting and financial management experience for public companies as well as internet start-ups. Leveraging his passion for improved financial reporting and business knowledge, Steve started webKPI with Steve Sweeney in 2007. Prior to webKPI, Steve was the CFO for divisions of American Broadcasting Corporation (Television and Publishing); CFO at News Corporation’s Harper Collin San Francisco and GM for GST Telecommunications . In addition, he raised over $20 million in venture funding for several startups, plus co-founded SentryTrack Systems to provide municipal infrastructure monitoring.Steve launched the largest QuickBooks Business Coach network in the country and has been a speaker at UC Berkeley and the Sleeter Conference. Steve holds a Master of Business Administration from Golden Gate University, a BS in Accounting from Villanova University and is a CPA in New York.

Allen Calhoun oversees the development, editing, and updating of BNA Tax & Accounting products in the business entities and tax accounting area. He is responsible for managing the updating of approximately 60 Tax Management portfolios. His Degrees, Honors, and Other Distinctions Include: B.A., Literature & History, Washington University, St. Louis, MO (Magna cum Laude), M.A., Exegetical Theology, Covenant TheologicalSeminary, St. Louis, MO (Summa cum Laude)M.A., Comparative Literature, Indiana, University, J.D., University of Notre Dame Law School, LL.M., Taxation, Washington University School of Law, St. Louis, MO (Gary I. Boren Memorial Award)

Susan Dreier is the training and development manager for BAM Advisor Services, LLC, focusing on executing BAM’s training programs and helping firms use its resources to establish and develop their practices. With more than ten years’ experience in the financial services industry, Susan has also served as BAM’s director of marketing and practice development manager, where she coached advisors and support staff in executing the steps necessary to build their practices to their desired levels. She holds a bachelor’s degree in communications from Truman State University in Kirksville.

Steve Brunson is a principal in the Site Selection and Economic Incentives Practice at McGuire Sponsel. Steve brings insight and value through site identification, comparative analysis, demographic and labor force analyses, tax and non-tax cost comparisons and economic incentives negotiation and procurement. He can be reached at sbrunson@mcguiresponsel.com or (317) 564-5015.

Allan Koltin, CPA, CGMA, is the CEO of Koltin Consulting Group, a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. A nationally recognized speaker and industry analyst, Allan has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.For twelve consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. Koltin was also voted one of the 10 Most Recommended Consultants, for the seventh straight year, in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. In 2012, Allan was named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession. Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He is a founding member of The Advisory Board, a think tank for the accounting profession, and has served on various advisory boards, including Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services). Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing newsletters for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998. Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three children, Jack, Brian and Julia. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.

Debbie Andrews has championed integrated marketing that gets results since long before others jumped on the bandwagon. As founder of Marketri LLC, a full-service marketing company, she has a well-established relationship in the business community and has successfully delivered strategic planning and integrated marketing services to clients in the Pennsylvania, Delaware, and New Jersey region since 2004. Debbie's background includes a series of senior management positions including: Vice President of Marketing at KPMG Corporate Finance, Vice President at JPB Enterprises, Inc., Sr. Consultant at PricewaterhouseCoopers, and Sr. Consultant at Ernst & Young. Her areas of expertise are Marketing Strategy, Marketing Plans, Positioning, Branding, Public Relations, Creative Direction and unsurpassed client service.