Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Cord Himelstein is vice president, marketing and communications with Michael C. Fina Group, a provider of rewards and incentive programs.
Friedman is the tax-exempt national practice leader with the Principal Financial Group, an investment management and retirement leader. A noted expert on 403(b) plan design, he has been consulting with tax-exempt organizations for over 20 years and has been in the retirement plan business since 1986.
Graham is a marketing and sales strategist-consultant and business writer. He publishes a free monthly eBulletin, “No Nonsense Marketing & Sales Ideas.” Reach him at (617) 774-9759.
Terri L. Rhodes is executive director of the Disability Management Employer Coalition. She has worked as an absence and disability management consultant for Mercer and as director of absence and disability for Health Net and as corporate IDM program manager for Abbott Laboratories. She holds an MBA from Columbus University, is a Certified Professional in Disability Management and holds the Certified Case Management Professional designation from the Insurance Educational Association.\n
Ken Esch is a partner in PwC's Private Company Services practice. During his 20-year career at PwC, Ken has served many family-owned and private equity backed businesses specializing in taxation, accounting, succession planning and growth strategies. \nIn addition to his client service responsibilities, Ken leads PwC US's Trendsetter Barometer, which tracks the business issues and challenges of Americas leading privately held businesses as expressed by C-suite officers.
Smith is vice president of Ebenconcepts, one of the Southeast's largest benefits consulting firms. He has nearly 20 years of experience in employee benefits with regulatory, business and industry perspectives. David has spoken extensively about wellness and its nuances and is always highly rated as a speaker before diverse audiences.
