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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Christian James is the co-founder of Xcentric. Christian is a seasoned veteran, having worked in the technology industry for the past 12 years and with CPAs for the past 11 years. He has a business degree from Texas Wesleyan University and is the former Director of Technology for the Boys & Girls Clubs of Greater Fort Worth. He moved to the Atlanta area in 2000 after selling his first business, Covenant Systems and was the lead technology engineer at CPA Systems prior to starting Xcentric, where he became the primary architect behind the development of the Xcentric Cloud hosting service.
Gene Marks, CPA, is a columnist, author, and small-business owner. A past columnist for both The New York Times and The Washington Post, he now writes regularly for The Hill, The Philadelphia Inquirer, Forbes Inc. Magazine, Entrepreneur Magazine and Fox Business.
He has written five books on business management, specifically geared towards small and midsized companies. His most recent is "The Manufacturer’s Book of Lists." Nationally, he appears regularly on MSNBC and Fox News as well as The John Batchelor Show and SiriusXM’s Wharton Business Channel, where he talks about the financial, economic and technology issues that affect business leaders today.
Through his keynotes and breakout sessions, Marks helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and — most importantly — the actions they can take to continue to grow and profit.
He owns and operates the Marks Group PC, a 10-person firm that provides technology and consulting services to small and midsized businesses. Prior to starting the Marks Group, he spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a senior manager.
Brian Swanson is a partner at Flashpoint Marketing, a marketing consulting firm that focuses on providing traditional and digital lead generation services exclusively to the accounting profession. In 2008 he joined Flashpoint to lead the development of the firm's digital services practice. Prior to joining Flashpoint, Swanson worked for a Big Four firm assisting with audit practice marketing and development. He has also worked as the director of marketing & business development for a regional accounting firm in the Southeast United States. In 2009 he earned his Master in Business Administration in Finance from Benedictine University. He also holds a Bachelor of Arts in Secondary Education from Northeastern Illinois University. He was the first accounting marketing professional to earn certification from the Search Engine Marketing Professionals Organization in internet marketing and advanced search engine optimization. He is currently a member of the Association of Accounting Marketing and SEMPO.
Stefan Gingerich is a senior research analyst at StayWell Health Management and is responsible for conducting research development of surveys and normative statistics. He previously worked as a public health microbiologist for the state of Iowa at the University Hygienic Laboratory.
David Griffiths is the director of client services for VirtusaPolaris
Michael Hall is West Division Practice Leader, Investment, at Willis Towers Watson.
Bloomberg View columnist Peter R. Orszag is a vice chairman of investment banking at Lazard Freres & Co. He was President Barack Obama’s director of the Office of Management and Budget from 2009 to 2010 and the director of the Congressional Budget Office from 2007 to 2008.
Don Dally is chief technology officer and the prime architect of PerfectServe’s enterprise technology vision and strategy. He leads all engineering, development and network operations for the company’s solutions to meet the evolving needs of U.S. healthcare organizations.
Elizabeth Lutes is senior vice president of Transition Services, Inc. (TSI). She has been leading the company for 10 years and is responsible for HR for TSI’s parent company, the RVI Group. Prior to Joining RVI and TSI, Corley was a founding partner in a consulting firm specializing in strategy implementation and organization transformation.
Susan Yeazel is a healthcare expert for Point B Management Consultants.
