Banco Popular de Puerto Rico

Bruce Wallace is chief operations officer of SVB Financial Group. In this role, he is responsible for leading all bank and non-bank operations and IT services for SVB worldwide. Previously, Wallace headed SVB’s global services group since 2008. In this role, he was responsible for operations, product management, global transaction banking, and service delivery across all of SVB’s platforms and supported SVB clients worldwide.Prior to joining SVB, Wallace spent more than 20 years in a variety of management positions with Wells Fargo & Company. Most recently, Wallace was a senior vice presidentand manager of Wells Fargo’s treasury management operations. He also held prior senior management positions in Retail Banking, Risk and Fraud Operations, ATM Banking, Payment Services, Card Services, and Commercial Banking Operations.Wallace earned a bachelor’s degree in accounting graduating Cum Laude from California State University, Sacramento. He is currently a board director for SVB Securities, SVB Asset Management, SVB India Advisors, SVB Financial Group UK Limited, and the SPDB-Silicon Valley Bank Joint Venture Bank in Shanghai.He has previously served on the boards for the International Accounts Payable Professionals Association, the Association for Work Process Improvements (chairman), Federal Reserve Cash Advisory Council, the Western Payments Alliance Board of Directors, the New York Clearing House Bank Operations Committee, and the BITS (Banking Industry Technology) Fraud Steering Committee.

Tom Misson manages US Small Business Segment for MasterCard Worldwide. He is responsible for product management and product development activities for businesses up to $10million in annual sales.Tom’s association with payments goes back to 1996 when he worked on the development and launch of a major bank’s first debit card product in 1996, followed by the industry’s first debit rewards program and the industry’s first debit co-brand frequent flyer program.Prior to joining MasterCard Worldwide, Tom was employed by JP Morgan Chase and its predecessor organizations where he served in a number of marketing and product management functions including deposit product management, credit card product management and debit card management. Before joining JP Morgan Chase, he worked as an attorney in public and private practice.

As Vice President of Business & Agriculture at ATB Financial, Dan Allen is responsible for providing sales leadership to the entire line of business by developing and implementing strategies and initiatives that support business performance, customer experience and associate engagement. Dan’s wide-ranging knowledge of the industry comes from 33 years of experience in Small Business Banking, Retail Banking, Private Banking, Commercial Banking, and Credit Adjudication along with numerous Corporate and Head Office roles. Find out why Dan and his team are committed to developing long lasting relationships with customers and how they are building strong partnerships with other lines of business at ATB to produce increased results.

Ron Balmer joined Greenwich Associates in 2006 and is a recognized expert in the fields of Customer and Employee Loyalty. Ron has led customer and employee loyalty initiatives at dozens of organizations, including Federal Express, The Ritz Carlton Hotel Company, Mars, Wachovia, Bank of America, Eastman, and MCI/Verizon. Prior to joining the Firm, Ron was a Managing Partner at The Gallup Organization.Ron earned both his BS and MBA degrees with distinction. He has also written for numerous publications and has been an adjunct faculty member for three colleges. Ron�s certifications include: Six Sigma Greenbelt, University of Toyota-Kaizen and Conner Partners CEM Change Management.

Jeanine Skowronski is currently the senior editor of personal finance for PolicyGenius, a fintech insurance startup. She formerly worked for American Banker as deputy editor of BankThink.

Holly Buchanan is the author of Selling Financial Services to Women � What Men Need to Know and Even Women Will Be Surprised to Learn.�� She is the co-author of The Soccer Mom Myth.Buchanan Marketing helps financial companies and professionals increase their bottom line by being more successful in attracting, marketing to and selling to women and couples.�� �Holly Buchanan has worked with hundreds of clients including Genworth Financial, TD Wealth, Fifth Third Bank, US Bank, Summit Credit Union, York Traditions Bank, Dividend Capital, Brokers International, and Great-West Life. ��When she isn�t helping clients you�ll find Holly on a stand-up paddle board, or eating twice her body weight in sushi.Contact Holly at holly@hollybuchanan.com

As a Director of Credit Risk, Jim�s principal responsibility is to work closely with senior lenders and risk management officers from diverse functional areas to develop programs (principally peer-sharing forums, conferences, and training workshops) that meet the needs of line managers, risk managers and their subordinates involved in commercial and consumer lending in RMA member financial institutions. Prior to joining RMA in 1995, Jim spent nearly 22 years at Bank of Boston. Over his years there, he was a senior relationship manager in the Corporate Banking and the Multinational Banking Divisions and held a variety of credit positions, including being senior credit officer for Bank of Boston-Worcester, a $1.5 billion affiliate. He is also an original co-author of Bank of Boston�s first corporate-wide credit policy manual.He has an AB in economics from Georgetown University and an MBA from The University of Michigan.