Banco Popular de Puerto Rico

Mitchell Freedman is the founder and President of both M. Freedman & Co., Inc an Accountancy Corporation, specializing in Business Management (Multi-Family Office) and Financial Counseling for performing and creative artists, elders, widows, and individuals with complex and unique financial needs and MFAC Financial Advisors, Inc., a Registered Investment Advisory Firm. He is licensed as a CPA in California and New York. In addition he earned the credentials Personal Financial Specialist (PFS) in 1988 and the Accredited Investment Fiduciary© (AIF®) in 2007.Mr. Freedman has received the Distinguished Service Award from the Personal Financial Planning Section of the American Institute of Certified Public Accountants (AICPA). He was named by Worth magazine as one of the '250 Best Financial Advisors' in the United States for five consecutive years. Accounting Today twice named him as one of the ‘Top 100 Most Influential People’ in the accounting profession. The same publication named him to three consecutive lists of 50 'Name$ to Know in Financial Planning.' The San Fernando Valley Business Journal twice recognized Mr. Freedman as one of the ‘25 Top CPAs in the San Fernando Valley.’ He is a sought-after speaker and has given presentations throughout the United States and Canada on a variety of subjects related to tax, financial, investing, entertainment industry, and Elder Care subject matters. He has appeared on CNN, "Entertainment Tonight," BBC, and numerous other television and radio programs. Mr. Freedman has written articles for and been featured in various national news, accounting, financial planning, investment, business, and general interest publications. He taught a course in personal finance for California State University, Northridge and he was formerly an adjunct professor in accounting for the Adelphi University Graduate School of Business. Mr. Freedman is a member of the California Society of CPAs (CalCPA) and has served as both a past Chair and Co-chair of CalCPA's State Personal Financial Planning (PFP) Committee and past Chair of CalCPA’s Communications Advisory Committee. Mr. Freedman is a member of the AICPA and he served three year terms each on the AICPA PFP Member Services Sub-committee and the AICPA PFP Executive Committee and a twelve year term on the AICPA/Canadian Institute of Chartered Accountants Elder Care Task Force. He has also served on the AICPA Advanced PFP Conference Planning Committee for the 2008-2011 conferences and will also serve on the 2012 Planning Committee. Mr. Freedman has co-authored both the Guide to Planning for Performing and Creative Artists and the Guide to Planning for Divorce, for the AICPA PFP Library. He edited Disaster Recovery, A Guide to Financial Issues, and Disasters and Financial Planning, a Guide for Preparedness, both distributed by the AICPA and the American Red Cross. He also edited A Guide to Financial Decisions: Implementing an End-of-Life Plan for the AICPA. In addition he edited the AICPA continuing education course entitled "Tax Considerations for Professional Athletes and Entertainers.” Mr. Freedman was a panelist on an educational video entitled "The Financial Issues of Aging" and has moderated an educational video entitled "Effective Asset Protection Planning," both for the AICPA. Mr. Freedman is a founder and past Chair of California Jump$tart Coalition, a not-for-profit organization with the mission to improve the financial literacy of California's youth. He is also a founder and the Chair of CPAs Reforming our Profession (CROP) an ad hoc watchdog group monitoring AICPA activities.

Samantha Mansfield, Senior Manager of Program Development at CPA.com, has been in the tax and accounting technology industry since 2000.� During that time she has consulted with firms of all sizes and spoken on workflow and web services implementations.� In addition, she has trained on the use of technology as well as assisted firms in finding the right solutions for their needs.� Over the last decade she has incorporated these insights to develop and deliver educational summits and workshops to help firms accelerate their growth.��

Bob is a recent past President of the National Conference of CPA Practitioners and served as Chair of the Issues Committee.� Bob recently completed a term as a member of the AICPA Council.� Currently, Bob is a member of the New York State Board of Accountancy with a term ending on October 31, 2016.� He was included in Accounting Today's listing of the 100 Most Influential People in Accounting for two years.� Bob is a certified financial planner, a certified fraud examiner, and a Principal at Janover, LLC.� He was recently recognized as "Businessperson of the Year" for his service while president of the Great Neck Chamber of Commerce.� Bob was Tax Manager with Price Waterhouse and then headed his own firm before becoming the Managing Partner in the firm Schoenfeld Mendelsohn Goldfarb, LLP. Bob recently merged into Janover, LLC. Bob is a Diplomat of the American Board of Forensic Examiners, Diplomat of the American Board of Forensic Accounting, a member of the American Institute of Certified Public Accountants and a member of the New York State Society of Certified Public Accountants.Author of six books, Bob holds degrees from Hofstra University, Pace University and Adelphi University, where he served over 20 years as a senior adjunct professor.� Bob has raised over $30,000 for the Leukemia and Lymphoma Society by participating in triathlons and over $15,000 on bicycle rides from Boston to New York for Aids Research.� He recently completed an Iron Distance Triathlon in Sandusky, Ohio. Bob resides with wife Linda in East Meadow, New York.

Mark Chinsky is Managing Director of Clients First Technology Solutions, a division of Clients First Business Solutions, LLC. Mark has been in the IT arena since 1988 in both Business Applications as well as the IT infrastructure needed to support them. Clients First supports solutions such as Microsoft Dynamics, Epicor, SAP & Sage. With the first hand experience of seeing what major business system disruptions can cause, the Disaster Recovery practice area was created in order to help companies avoid the possibly fatal business situations associated with extended down time.

Jennifer Katrulya is a CPA, an Advanced Certified QuickBooks ProAdvisor, a Xero Certified Partner, and a Certified Intacct Services Provider. She holds the AICPA�s Certified Information Technology Professional (CITP) credential and Certified Global Management Accountant (CGMA), and is founder of Business Management Resource Group, LLC (a CPA firm) and BMRG Advisory Services.Since 2004, BMRG has provided outsourced accounting and advisory services to several hundred small and mid-sized privately held companies using cloud based technology. As of 2012 BMRG also employs a fully virtual U.S. based staff.BMRG Advisory Services provides business coaching, networking opportunities, and turn-key resources for accounting and technology consulting firms seeking to build outsourced accounting and advisory practices using best-of-breed cloud technology solutions.In 2011, Jennifer was retained by CPA2Biz (a subsidiary of the AICPA) as the founding writer and facilitator for their Trusted Business Advisor firm training programs. In August 2012 she was featured on the cover of Accounting Today as a �cutting edge� CPA firm that has used cloud technology to establish a fully virtual client accounting services and advisory practice, and in October 2012 Jennifer was honored as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor and the American Society of Women Accountants.�

Sarah Johnson is a successful growth advisor to professional service firms. Sarah works with entrepreneurial spirited professionals in accounting, law, consulting, financial services and other service based companies to help them evolve.Sarah primarily works with firms that are looking to embrace or integrate digital media into their marketing mix, or elevate their current marketing efforts. Her unique background in marketing and knowledge of digital media allow her to deliver insightful, practical advice that guide organizations down the right path for achieving the growth they desire. Sarah’s ability to understand where an organization is starting, matched with her disciplined approach to best practices drive results for firms.Prior to starting Inovautus Consulting, Sarah was the Director of Marketing for a Chicago based accounting firm and the Director of Consulting Services at PDI Global.Thought Leadership: Sarah was named by Accounting Today Magazine as “one of the Top 100 Most Influential People in Accounting”. She regularly speaks for professional service associations, at conferences, and at board meetings. She is also a regular contributor for Accounting Tomorrow and CCH and has authored or contributed to articles appearing in Accounting Today, CPA Society publications, the National Law Review, and Practical Accountant.Professional Associations: Sarah is a member of the Association for Accounting Marketing, (AAM) and the CPA Consultants Alliance (CPACA). She is currently on the board as a member-at-large for AAM and the marketing committee chair and board member for the CPACA.

Jon D'Agostino is Director of Administration at Johanson & Yau, a full service public accounting/business consulting firm in Silicon Valley, consistently recognized as a great workplace, including Best Accounting Firms to Work For, Best Accounting Firms for Women and Best Places to Work in the Bay Area. Jon attributes the firm's success to a uniquely progressive culture, embracing industry best practices with a commitment to build an exceptional experience for employees and clients. Jon is responsible for managing firm operations, including human resources, where he is particularly focused on recruiting, leadership, corporate culture, and strategic planning. He is currently working to launch an HR consulting practice to service the firm's business clients. An east coast transplant, Jon enjoys exploring the SF Bay Area. He is an avid runner and recently began practicing yoga/pilates.

Michael has been in public accounting for over 35 years and is the owner of Michael D. Rubinstein CPA, PC., a small CPA firm in Woodbury, New York. The firm services individuals, businesses, and not for profit organizations.Michael is currently President of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners. He has served on many committees and was co-chair of the MAP committee for three years and has previously served as a Director and Vice-President of the chapter.� He is currently on the committee that runs the �Annual Ellen Gordon CPAs 4(a) Cause 5K Run/Walk to end Hunger.� �Additionally, he is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.Michael is a graduate Bernard M. Baruch College of the City University of New York.