Banco Popular de Puerto Rico

Rob Whitaker is SVP and Group Publisher of SourceMedia’s Professional Services Division, overseeing the company’s flagship advisor and public accountant titles including Financial Planning, On Wall Street, Bank Investment Consultant and Accounting Today. In that role he is responsible for the strategic direction and continuous evolution of the brand’s content platform, including digital, social, print and live events.\nWith over 20 years in media and marketing, Rob has always been the driving force behind innovation. He launched one of the first paid subscription B2B media websites, AmericanBanker.com, in 1997, developed one of the first 24\/7 “virtual” environments for Accounting Today and has produced over 250 live events as SourceMedia’s Managing Director of Conferences, serving 20,000 attendees per year across the technology, banking and financial services sectors.\nRecently he has been the catalyst behind much of the company’s new research, video, social media and lead generation strategies and solutions. His philosophy is simple, “As media evolves, the focus must be on becoming connected brands, engaging with our readers to deliver content when, where and how they choose to consume it”.

Greg Stuart is the global CEO of the Mobile Marketing Association (MMA) overseeing all aspects of the organizations’ operations and growth. He has transformed the association, attracting business leaders across the marketing ecosystem to lock arms and advance the mobile marketing movement.  By expanding and evolving the MMA’s core resources, Greg has grown the membership to over 700 companies and works alongside top “mobile-first” brands on the MMA Global Board.\n\nThe MMA’s position on mobile marketing, “nothing gets marketers closer to consumers than mobile,” is a testament as to why Greg, a proven business builder, is dedicated to developing the channel. \n While Greg is an expert on mobile marketing, his background expands to include the entire interactive arena, as he was formerly the CEO of the Interactive Advertising Bureau (IAB), the trade group for interactive advertising and marketing.  During his tenure, Greg grew the IAB’s revenue and provided vision and direction to spur the industry to invest $17 billion in Internet advertising, a monumental leap from $6 billion when he first started with the IAB. \n\nWith nearly three decades of experience in the digital and technology sectors, Greg has dabbled across the media and marketing landscape including roles with Y&R, Sony Online Ventures, Cars.com, Flycast Ad Network and other venture-backed businesses. \n\nIn addition to being a sought after spokesperson and a member of the National Speakers Association, Greg is an author of What Sticks: Why Most Advertising Fails and How to Guarantee Yours Succeeds, which was recognized by AdAge as the as the No. 1 book of the “10 books you should have read”. \n\nIndustry authorities have awarded Greg for his work as a pioneer in emerging media. In 2006, AdAge selected Greg as part of the “10 Who Made Their Mark” and he is a regular contributor to leading publications such as Fast Company for his views on mobile marketing. \n\n

Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colorado. He also writes for AARP The Magazine and has taught investing at three universities. Follow him on Twitter at @Dull_Investing.

Jody began her career as a Financial Advisor with Investors Diversified Services (IDS) in 1986. As an advisor, she achieved top 2% status while also helping to grow the advisor business in the Twin Cities as a District Manager. In 2000, Jody led the Twin Cities as the Franchise Field Vice President and in 2001, she assumed the role of Group Vice President in the Twin Cities Market Group and in 2003, she was recognized in the Twin Cities Business Journal as one of the area’s “Top 40 Under 40.” In 2008, Jody became the Regional Vice President for the Northeast Region where she currently leads 1300 advisors through her team of field leaders, franchise consultants and registered principals. Her leadership around charitable programs has enabled Jody to be a role model in driving the highest Giving Campaign results and helping advisors make an impact in their local communities. \nAs a driven and passionate leader with a strong history of success in her roles, Jody's personal motto is “leave 'em better than I found 'em.”\n \nJody and her husband Mark enjoy keeping fit and anything that connects them to their enjoyment of equestrian activities.\n