Banco Popular de Puerto Rico

Wendy is the partner in charge of the WS+B's Florida office. She is licensed as a certified public accountant in Florida, Georgia, Alabama, Texas, Missouri and North Carolina. She is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA). Wendy has extensive experience working with multinational clients in the manufacturing and distribution industries and is also an employee benefit plan audit specialist. Wendy has developed and presented a number of continuing education programs for all levels both delivered internally and externally. Prior to joining Withum, Wendy was a partner in a large national Firm and led the Southeast region’s employee benefit plan audit practice. She was also a member of the Firm’s employee benefits taskforce committee, which set policies and procedures for the Firm. In 2008 Wendy was one of three finalists for the Athena Award, which is a prestigious award that recognizes female leaders in the community.

Brian Amann is an entrepreneur, business leader and member of Accounting Today�s Managing Partner Elite for his vision and leadership of TaxOps, an award-winning tax specialty firm. He also works with accounting professionals and firms in the transition from practitioner to entrepreneur as principal of FirmGrowth. At TaxOps, Brian�s use of an innovative �results-only� business model has led to exceptional growth and a distinctive workplace environment. For three consecutive years, TaxOps has been selected as an Accounting Today Best Accounting Firm to Work For.Brian is dedicated to changing the professional services model and promoting entrepreneurship in the accounting industry. He works, bikes, trains, and consults with some of the top entrepreneurs in North America. Brian can be reached at BAmann@TaxOps.com.�

Mr. Dusablon is the Co-Founder and CEO of cPaperless, LLC, a company that provides paperless software solutions and consulting services to the tax and accounting industry.�For the past 14 years, Mr. Dusablon has been consulting accounting firms on all areas of paperless solutions, including: �Document management, client portals, workflow, secure document exchange, scanning techniques, using Adobe Acrobat to create digital workpapers, and paperless tax preparation utilizing Scan-and-Organize and Scan-and-Populate solutions.� ����Steve worked at PriceWaterhouseCoopers and was a Certified Public Accountant.� He earned a Bachelors degree in Accounting from the University of Southern California in 1990.�

Kristi has worked in product marketing and communication for 19 years. She has supported the development and communication for a variety of technologies. Kristi supports customer communication and product development planning at Right Networks. She has a Bachelor�s degree in Journalism from the University of Maine and a Master�s in Business Administration from Rivier University.

In 1980 Louis Karol received his undergraduate degree "with distinction" from George�Washington University and in 1984 was awarded a J.D. degree from the Benjamin N. Cardozo School�of Law. In 1989, he received his L.L.M. degree in Taxation from the New York University School of�Law. Mr. Karol is also a Certified Public Accountant. Mr. Karol is a member of the National Academy�of Elder Law Attorneys, Inc., a non-profit association which assists lawyers, bar organizations and others�who work with older clients and their families.Mr. Karol is licensed to practice law in New York and is a member of the New York State Bar�Association and its Section on Trusts and Estate Law. He is a member of both the American Institute�of Certified Public Accountants and the New York State Society of Certified Public Accountants. He�is also a former Board member of the Long Island Chapter of the Association of Financial Planning, a�member of a number of Charitable Giving Committees including The American Cancer Society and�Family Services Association and a member of the Nassau County Council on Estate Planning. Mr. Karol�is an Adjunct Professor at Long Island University - C.W. Post Campus. He is admitted to practice in the�United States Tax Court. Mr. Karol formerly served on the School Board of the East Williston Union�Free School District.Mr. Karol is a Board Member of One Liberty Properties, Inc., a publicly traded REIT with its�headquarters located in Great Neck, New York. Mr. Karol served on the Alumni Board of Advisors to�the School of Business of the George Washington University located in Washington, DC.

Albert received his LL.M. in Taxation from the NYU School of Law.� Albert is an Associate Attorney with Capell Barnett Matalon & Schoenfeld, LLP in Jericho, NY.� While at law school, he served as a summer fellow with the Nassau County Surrogate's Court, where he performed legal research on matters before the court and briefed the Surrogate weekly on Trusts and Estates topics.� He also participated in the Volunteer Income Tax Assistance Program (VITA), where he prepared income tax returns for low-income individuals.� Albert is licensed to practice law in New York and New Jersey.�Education: New York University School of Law, LL.M. in Taxation, 2013 Touro College Jacob D. Fuchsberg Law Center, J.D., 2012, cum laude Rutgers University, Livingston College, B.A. in Political Science, 2005

Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Christian also has experience with Wachovia Securities (now Wells Fargo) and Strategic Advisors Middle Market Investment Bank.Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate budgets, forecasts and plans in less time.

Mr. Will leverages his more than 30 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, when working closely with the Loss Prevention Specialists to manage the department's efforts to deliver to policyholders the high-touch, high-quality CAMICO experience. Will's specialty is accounting and auditing-related risk management services. He advises policyholders through the CAMICO Loss Prevention Hotline and speaks to CPA groups on a wide range of topics.Will began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Will is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.

Dustin Hostetler is a Lean Six Sigma Master Black Belt and the co-founder and visionary of Transformity Solutions LLC. He is a nationally recognized speaker and pioneer in applying the Lean and Six Sigma concepts to public accounting firms. He has a BSBA in Finance from The Ohio State University and earned both his Lean Six Sigma Black Belt and Master Black Belt certifications from Kent State University.