Banco Popular de Puerto Rico

�I am a CPA who installs accounting software. My specialty is developing dynamically updating customized reports for clients in Excel. I have been using spreadsheets since 1980 when VisiCalc was released and have worked continuously with them ever since.After graduating from Baruch College with a BBA and an MBA I started teaching there as an adjunct lecturer and have continued ever since. Currently I teach Excel on both the undergraduate and graduate levels.I am married, live in Manhattan and have 2 adult children.You can find out more about me at www.excelauditor.com

Alberto Molina is the CEO and Founder of SureTech, Inc.� SureTech� provides an IT Department platform that ensures all your business apps work as easily as your old time phone.� Alberto�s focus is on bringing Fortune 100 level cloud solutions to all businesses and ensuring complete solutions for business workflow guaranteeing uptime and security.� Prior to SureTech he�developed online entertainment ranging from the immensely successful 1999 teen hub iTurf.com to massive multiplayer games and arcade environments for Disney, ESPN and others. �Alberto also conceived and built custom community and CMS applications for multiple large scale online community websites such as �the international thebusinessonline.com. �At SureTech he is�dedicated to enabling and empowering SMB businesses to get reliable, secure I.T., on demand, anywhere, anytime.

Jason Palmer CPA, CITP specializes in cyber security insurance compliance auditing and requirements analysis. He manages engagements that include assistance with the cyber insurance application process, infrastructure analysis, IT systems analysis and compliance reviews. Palmer is an expert in business continuity systems design and the author of articles that focus on cyber threat analysis, disaster recovery and power management. Learn more at www.jasonpalmer.com

Ed Marciniak has more than two decades of experience in information systems strategy, planning and implementation.� Ed started his career at Accenture, performing management and information systems consulting for dozens of clients in a range of industries, specializing in systems strategy, software selection and ERP implementations.� After nine years with Accenture he joined a regional management and technology consulting firm where he spent eleven years leading the sales, marketing, and implementation of Microsoft�and Oracle enterprise resource planning,�customer relationship management, demand planning, and business intelligence software for small and mid-market clients.Ed joined Templeton Solutions as CEO to expand the success of Templeton�s CRM for Professionals and Practice Management for Professionals software.� As CEO, Ed is responsible for the company�s strategic direction, operations, and growth of the CRM and ERP business lines. �Ed is a Project Management Professional (PMP) and passionate advocate for the use of systems and technology to help professional services firms grow and prosper and frequently speaks on the prudent role of systems and technology in the professional services firm.� When not serving clients, Ed enjoys spending time with family and friends outdoors hiking, camping, wilderness backpacking, and road cycling way too early in the morning.�

David Venard is the president of the Bayview Services Group in Long Island, NY.� He is an enrolled agent, admitted to practice before the IRS, and a member of the National Association of Enrolled Agents and the National Association of Tax Preparers.� He is also a Certified QuickBooks ProAdvisor and a national speaker and author with the Intuit Trainer and Writer Network. Additionally, he is a Certified Small Business Advisor with Corelytics and a Concur Platinum Advisor.� David has a bachelor�s degree in Accounting and a master�s of human resource management.Over the past five years, David has transitioned his traditional brick-and-mortar business model into a virtual, cloud-based practice. His company, Bayview Services Group, Inc. combines over 37 years of accounting, tax and business experience with state-of-the-art technologies and communications to provide efficient, expert solutions to businesses and individuals. Current technologies assist with providing clients fast, simple and accurate solutions to managing their businesses while eliminating distance and locality as a constraint on the company�s ability to serve clients. Bayview Services Group, Inc. provides a wide array of professional services to small businesses and individuals. These include tax preparation and resolution services, bookkeeping and accounting services, systems and software solutions for businesses, payroll services, and a variety of training services.Bayview Services Group is family-owned and operated, serving clients across the country from New York to Hawaii.�

Phil Cunningham is CEO of Advicent, an enterprise technology solutions provider.

Michael Pagano serves as executive vice president and chief compliance officer at 1st Global. As such, Michael works with the company and its affiliated financial advisors to provide regulatory compliance oversight, strategies and management. Included in his responsibilities is the supervision of both the licensing and compliance departments' staff, performing due diligence, handling regulatory audits and maintaining overall corporate quality assurance.A lawyer and Certified Regulatory and Compliance Professional, Michael has extensive experience in FINRA, SEC and insurance industry regulation. He has worked inside three national financial services entities, ranging in size from 325 representatives to 2100 representatives, catering to financial planners and insurance professionals. Prior to joining 1st Global, Michael worked for a prominent financial services firm where he served as chief compliance officer, promoting and enforcing compliance for field and home office business practices.Michael received his Juris Doctor from The University of Miami School of Law. He also holds a Bachelor of Science degree in Business Administration and Marketing from the University of Connecticut. In addition, Michael is a registered representative and has passed the FINRA Series 4, 7, 24, 53, 63 and 65 examinations.

As a partner, Mike has over 30 years of experience in providing accounting, auditingand consulting services to clients in the construction, real estate, manufacturing,distribution, technology and professional service industries. He serves in an advisoryrole on many of the firm’s engagements. He serves as BlumShapiro’s partner-in-charge, Southern Connecticut.Mike received a Bachelor of Arts in Economics from the College of the Holy Cross in 1974 and a Master of Business Administration in Accounting from Rutgers University Graduate School of Management in 1975. He was licensed as a Certified Public Accountant in 1979. Mike has been associated with Price Waterhouse & Co. and KPMG Peat Marwick. He joined Nishball, Srebnick, Zaluda and Carp., P.C. as an audit manager in 1979 and was admitted as principal in 1983. He served as managing principal of Nishball, Carp, Niedermeier, Pacowta & Co., P.C. from 1994 until the firm’s merger with BlumShapiro in January 2009.