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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Max Effing is part of the global insurance practice at Simon-Kucher & Partners. He focuses on price/product design, salesforce effectiveness and digital sales processes. Within the scope of his projects he works primarily on the optimization of insurance portfolios, and modeling of innovative sales processes with a strong emphasis on value delivery, customer engagement, behavioral pricing and needs-based selling. Max pursued his studies in International Business at Maastricht University, the Netherlands. He holds a master degree in finance and marketing.
Vice President, Clinical Operations at One Drop
Vice President, Data Science at One Drop
Josh Lance is a licensed CPA, CGMA, and ProAdvisor for Intuit in Chicago. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also an adjunct professor at Northwestern University. He was previously selected to the 2017 class of the AICPA Leadership Academy and was named one of the "40 under 40" in 2017 by CPA Practice Advisor. Find Josh on Twitter @lancejd1.
Jared King is the co-founder & CEO of Invoiced.
Will Tanem is a member of the Technical Accounting Group at Top 50 Firm BPM. He specializes in SEC reporting, SOX implementation, consolidations, business combinations, derivatives, ASC 842 leases and ASC 606 revenue recognition.
