Banco Popular de Puerto Rico

Ric Payne is the co-founder and CEO of Principa, a company headquartered in Reno, NV with offices also in London and Sydney.Principa is dedicated to helping Accountants and Business Advisors enhance the performance of their practice and their clients’ businesses through the use of a robust suite of tools, methodologies, coaching and support processes.Ric co-founded Results Accountants’ Systems in 1992 which conducted the well-known Accountants’ Bootcamp around the world. Prior to that he was a partner in a mid-sized public practice and a Senior Lecturer in the School of Business at Southern Cross University, Australia.

Glenn Block is a CPA and the senior managing partner in the accounting firm of Block & Aldinger CPA’s and has been employed by the firm since 1982. Prior to practicing in Pennsylvania, Mr. Block worked with a CPA firm in the Washington, D.C. metropolitan area for two years.In his current capacity as senior managing partner, Mr. Block is specialized in the area of business valuations and also provides services to the firm’s clients in the area of lost profits damages calculations, wrongful employee termination cases, marital dissolution proceedings, bankruptcies, gift and estate tax planning, due diligence engagements and other forensic and litigation support services. Mr. Block is also specialized in the area of Pennsylvania family law as it pertains to child and spousal support calculations as well as equitable distribution. Mr. Block has prepared numerous business valuations, has testified in court as an expert witness on many occasions, and has also been appointed by the court to perform business valuations as an independent valuation expert in divorce proceedings and has also served as an arbitrator in civil litigation matters. Mr. Block currently serves on the Pennsylvania Institute of Certified Public Accountants (PICPA) Divorce Conference Committee. He has been awarded an Accredited in Business Valuation credential (ABV) from the American Institute of CPA’s (AICPA). Mr. Block is also credentialed as a Certified Valuation Analyst, (CVA) and belongs to the National Association of Certified Valuation Analysts (NACVA). Mr. Block received a Bachelor of Science degree in Business Administration in 1979 from the American University in Washington, D.C. Mr. Block frequently speaks before groups on different topic matters and has previously lectured at the NACVA national conference held in San Diego in June 2011 on the subject matter of engagement letters. He has also lectured before the PICPA at their annual divorce conference held in King of Prussia in October 2011 on the same subject matter. Mr. Block has been asked again to speak before the Pennsylvania Institute of CPA’s at their annual divorce conference which was recently held in October 2012 on the topic of “Equitable Distribution.” Mr. Block is an expert in “electronic security” and owns an alarm company that sells and installs residential and commercial burglar and fire alarm systems as well as video surveillance systems and access control. Mr. Block is currently serving a 4 year term as elected Commissioner of South Whitehall Township located in Lehigh County, Pennsylvania, comprising of a community of approximately 20,000 citizens. Prior to Mr. Block’s election as commissioner, he served 7 years as a member of the South Whitehall Township Zoning Hearing Board. Mr. Block has always enjoyed magic as a hobby and currently serves on the audit committee of the International Brotherhood of Magicians (IBM).

Diane L. Yetter is a strategist, advisor, speaker, author and expert witness in the field of sales and use tax. She is president of YETTERTM, a firm that provides sales tax services including system analysis and strategy, transaction tax automation implementation assistance, training, transactional planning and general consulting to clients of all sizes in myriad industries. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax. Diane was named one of Accounting Today’s 100 Most Influential People in Accounting for 2011 and 2012.

Suzie Doran is a partner in SingerLewak’s Los Angeles Assurance & Advisory practice. She has been with the firm since 2008. Previous to working at SingerLewak, Suzie was a senior manager at Grant Thornton, LLP in their transaction group. Prior to that, she worked at PwC, primarily in the San Jose office, where she started her career in 1997.

Tom C. Davis, partner at Carr, Riggs & Ingram, LLC and President of Knowledge Concepts, Inc., has an extensive background in technology consulting. His consulting practice has reached over 2,800 accounting firms in the last 32 years of practice. Headquartered in Tifton, GA, the firm also serves the local community with Audit, tax consulting and technology integration services.Tom’s specialty in consulting with accounting firms on the implementation of computer technology has led to a national presence that includes regular contributions for Accounting Today, Accounting Technology, Tax Practice Management, CPA Software News, and other magazines and internet publications. He also serves on the Editorial Advisory Board for the CPA Technology Internet Advisor. Tom has written various articles on practice management, tax preparation and planning, workpaper software, accounting firm write-up software, the Internet, and other technology topics. He has served on committees and advisory boards for various AICPA, Georgia Society of CPAs, and CPA firm associations. In 1998 he was named as one of the top ten computer technology experts in the accounting firm field by Accounting Technology magazine. Tom was named one of the “Top 100 Most Influential People” by Accounting Today magazine in 2001 and 2002 and by CPA Magazine in 2006.Tom’s work has gone beyond the grass-roots level to the accounting software and hardware vendors. He has developed and presented training for CCH, CPA Systems, Creative Solutions, CPA Software, Network Systems, Futurus Team, Peer Software, Prentice Hall Professional Software, Microsoft, Symantec, and LAN Aces. On a consultation level, Tom has worked with various software vendors including CCH, Network Systems, New Horizons, ACL, PACS, Intuit, Navision, and CYMA in bringing product to the professional accounting market.Knowledge Concepts, Inc’s “FirmWorks” CRM application is the only integrated practice information system specifically designed for accounting firms. FirmWorks provides operation and strategic information in the areas of Service Management, Resource Management, Sales and Marketing Support, Firm Administration Automation, and more.Tom has made presentations for the American Institute of Certified Public Accountants, as well as the AICPA’s Technology Conferences on the topics of The Paperless Office and Knowledge Management. Tom has co-authored the “Guide to Paperless CPA Firm Administration” for the Association of Accounting Administrators. He has also presented for the Georgia, Florida, Louisiana, and Washington, D.C. Societies of CPA’s.

Brett Ferguson covers tax legislation for Bloomberg BNA. His beat includes coverage of the House Ways and Means Committee and the Senate Finance Committee and major changes being sought for the Treasury Department’s tax policies and Internal Revenue Service activities. His work appears in the Daily Tax Report and Daily Report for Executives. He has a B.A. in Economics and Journalism from Northern Illinois University in DeKalb, IL, and is the recipient of a Newsletter Journalism Award for Best Exclusive Story from the National Press Club in Washington, DC.

Julio is a founding partner at Axis Global Partners. He is a Sr. business consultant dedicated to managing Sage CRM and Business Intelligence engagements. Julio has over 29 years of business management software development and project implementation experience. He was a managing partner and founder of STE S.A., a Sage Pro and Sage Accpac ERP business consulting firm in Argentina and was responsible for the localization of tax and legal requirements for Sage Pro ERP in Latin America. Julio has performed numerous Accounting, Customer Relationship Management and Business Intelligence projects that include, among other things, integration, project management, scope definition and resource scheduling.Julio is a certified Sage CRM consultant since 2002 and has earned a CRM Professional Certification from Florida International University. Over the last 8 years, he has specialized in Microsoft SQL Server technologies applied in Data Warehouse & Business Intelligence projects and completed Kimball University’s Microsoft Data Warehousing in Depth certification.