Banco Popular de Puerto Rico

Mr. Stevenson is currently responsible for the development and management of Bank of America’s marketing database and lead targeting strategies for the consumer banking lines of business. The database contains billions of customer level records and leverages the data in real and near time for thousands of monthly marketing campaigns.Dave has 20 years of financial services marketing experience, on both the collateral/creative and data and analytics sides of the business; including the last seven with Bank of America. He has held numerous roles within financial services, including three years in credit card underwriting strategies. He has spent the past 15 years in Marketing, holding a variety of roles including partner management, portfolio strategy development, direct mail strategy, brokerage marketing and data development. Dave lives in the suburbs of Philadelphia and is active as a board member and coach for Little League and also on the Board of Trustees for the Pennsylvania Ballet.

Rob Stoddard, Senior Vice President at Regions Bank, manages Small Business Performance Management for the Business/Community Banking line of business. In addition, Rob leads the Commercial Client Experience for Regions’ Business Services Group. Regions is a top U.S. bank-holding company headquartered in Birmingham, Alabama, with $127 billion in assets, serving customers in 16 states across the south, Midwest and Texas through a network of approximately 1,700 banking offices and more than 2,000 ATMs.Stoddard joined Regions in 2004, and has served in various areas of the bank including Technology and Marketing. He began his career in the Management Associate program, after which he moved into Technology Project Management. In 2007, Rob moved into Corporate Marketing, where he led marketing efforts for multiple lines of business including small business, commercial, mortgage and private banking. Stoddard graduated from Auburn University with a Bachelors degree in Management Information Systems and later obtained an MBA with a focus in Finance from the University of Alabama at Birmingham. He is also a graduate of the CBA Graduate School of Retail Bank Management.

Jonathan Morduch is co-author of "The Financial Diaries: How American Families Cope in a World of Uncertainty" (Princeton University Press; April 11, 2017). Morduch is also professor of public policy and economics at the Wagner Graduate School of Public Service at New York University, as well as a founder and executive director of the NYU Financial Access Initiative.

Marc Trudeau is a Financial Services Industry Strategist at Acxiom Corporation. In this role, Marc plays a lead business development sales role, helping firms to develop and execute data-driven marketing and customer experience strategies.Prior to joining Acxiom, Marc was a Sr. Director of Sales and Account Management at comScore Inc., assisting banks, credit card issuers and investment services companies with optimizing the performance of their online and mobile channels. Previously, Marc was practice manager of the Council on Financial Competition, the retail financial services practice at the Corporate Executive Board. In addition to P&L responsibility, including sales, marketing and client strategy, he authored numerous strategic research studies on key industry challenges, including: branch strategy; sales force effectiveness; customer segmentation; and customer experience. Additionally, Marc worked as a credit card risk and marketing manager at Capital One and as a strategy consultant in the telecommunications industry.Marc holds undergraduate degrees in Economics and Political Science from the University of Ottawa in Canada. He received a Masters Degree in Economics from the University of Western Ontario (also in Canada) and an MBA from the Richard Ivey School of Business at the University of Western Ontario.

Lisa Ledbetter is a member of SNR Denton’s Corporate and Business Transactions practice and the Financial Institutions and Funds sector team. She also is a member of the firm's Financial Institutions Regulatory team.Lisa offers clients a unique set of capabilities for achieving success in today's financial climate. Lisa focuses on providing advice to clients in the financial services industry that enables them to achieve their business objectives while navigating challenging federal and state legal and regulatory environments. Lisa works closely with federal regulatory and enforcement agencies. Throughout her career, Lisa has worked closely with senior officials at the US Department of the Treasury and other executive branch agencies and at the federal financial institution regulatory agencies, including the Federal Deposit Insurance Corporation (FDIC).Lisa counsels clients on the legal and strategic implications of regulatory and legislative initiatives and offers insights into emerging trends in financial services regulation that assist clients in achieving optimal business solutions. She represents clients before the executive agencies, federal regulatory agencies and constituents on Capitol Hill.

Raghavendra heads up Digital Strategy, Product Management & IT Delivery for Citi Retail Services, which provides credit card products and retail expertise to retailers and their customers across the U.S. In this role he is responsible for the group�s digital strategy & delivery focusing on bringing best in class digital experiences to our customers through seamless integration with retail partners.With over 15 years of experience managing global digital assets, Raghavendra brings a unique perspective to managing large diversified, global, corporate and consumer financial services offerings specializing in digital customer channels like Internet, Mobile, self-service phone banking and ATMs.

Dr. Wendel is the head of Behavioral Science at Morningstar.