Banco Popular de Puerto Rico

Joe Book is Director of eMarketing Research and Education at ExactTarget, the global leader in Software as a Service (SaaS) solutions for cross-channel digital marketing leveraging the combined strengths of Email, Mobile, Social Media and Websites. \nWith more than 35 years of experience in data-driven marketing, Joe teaches organizations how to use customer data, digital media and marketing automation technology to deliver relevant information, offers and invitations personalized to the needs of individual customers. \nHe is one of the most engaging and highly-rated speakers in the country because his presentations are packed with current research and “Best-in-Class” examples of BtoB and BtoC companies that are using digital marketing to attract, engage and retain customers. \nBook is a 1976 graduate of the University of Illinois where he earned a B.S. in Marketing Communications. He is a member of the Direct Marketing Association and the Business Marketing Association, and has been recognized by the Sales Lead Management Association as one of the top 50 most influential people in sales lead management.

As a Senior Consultant & Product Manager, Ms. Gurina is responsible for creating customized solutions, from cutting-edge frameworks to tactical recommendations. She specializes in digital strategy and expanding the reach of a firm’s sales force and service. Helen contributes to kasina's Industry Analysis and other research publications. She is also the Product Manager of kasina Digital Vision, a comprehensive solution for benchmarking asset managers’ digital marketing. \n\nHelen holds a bachelor’s degree in economics and in comparative literature from Dartmouth College. She brings a mix of technology and consulting experience to her role at kasina. Helen worked as a Product Manager at a financial technology firm where she led the development and expansion of\nseveral software and online solutions for financial firms. Prior to that, Helen worked in management consulting with Investor Group Services, where she evaluated potential acquisitions and developed growth strategies for portfolio companies of private equity clients.

Kevin Keller is CEO of the Certified Financial Planner Board of Standards (CFP Board).

Rachel F. Elson is a former editor-in-chief of Financial Planning.

Ron Carson is founder and CEO of Carson Group.

\nWinnie Sun is Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.\n\n\nWith more than 12 years of experience in the financial services industry, Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing expert customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure. Winnie was also an advising member of the Smith Barney Asian Advisory Council.\n\n\nPrior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated Crowded House Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).\n\n\nAs an independent wealth advisor and LPL financial planner, Winnie is regularly called upon by local businesses and organizations to educate large groups on financial planning strategies, and she currently holds monthly workshops for her corporate clients and their guests. Winnie has also been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors in the United States beginning in 2006 thru 2010.\n\n\nWinnie is a graduate of UCLA where she earned her Bachelor of Arts degree in Political Science with a focus in Business Economics.\nWinnie is fluent in Chinese and proudly represents key members and businesses in the Asian community throughout Southern California. She enjoys spending time with family and friends and visiting farmers’ markets on weekends. Winnie is also an avid reader and regularly participates in Zumba classes. She resides with her husband Tim and their young son in Orange County, California.\n