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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Rob is a Principal and Advisory Market Leader with KPMG. He brings over 30 years of experience in risk management and capital markets from banks, consulting companies and insurance corporations.
Hugh Berkson has focused his legal practice in the representation of investors since 2000.
He is a principal of McCarthy Lebit Crystal & Liffman CoLPA in Cleveland and has chaired the firm's investor protection group since March 2016. He has been a member of PIABA's board of directors since 2011 and is currently serving in his second term as PIABA's president.
Mike Strakhov is head of professional services lending at Live Oak Bank, the country's No. 1 SBA 7(a) lender (as of 2022). As head of professional service financing at Live Oak, he oversees the accounting and tax, insurance, and law firm lending teams. Reach him at michael.strakhov@liveoak.bank.
Tracey J. Niemotko, JD, CPA, CFE, is chair of the department of accounting at Marist College and serves as a member of the AICPA Governing Council.
Michael S. Edmiston is an attorney with Jonathan W. Evans & Associates and is the immediate past president of PIABA.
He is a former NASD Dispute Resolution senior staff attorney and business manager for a national dispute resolution firm. Since 2006, he has represented investors in claims against brokerage firms, RIAs and other financial services companies.
Moira Tolan, PhD, is a professor of business at Mount Saint Mary College in Newburgh, New York.
Charles Lattimer is the Chief Innovation and Growth Officer at FinFit. He is the former CEO of Cooperative Leadership Institute founded at Virginia Tech and co-author of the college textbook "Management: A Balanced Approach to the 21st Century," published by Wiley in 2012.
Chris Aliotta is the founder, president and CEO of Quantalytix, a Birmingham, Alabama-based fintech startup specializing in advanced analytics and loan management systems.
Mark Bishopp is the senior vice president of embedded commerce and partnerships at Fortis, an integrated commerce platform. A payment technology industry leader with over 25 years of financial services experience, Bishopp joined Fortis in 2022. He has held a number of payments-related executive positions and has been a trusted advisor and consultant in third party payments (marketplaces, payment facilitation, ISO, ISV/VAR, etc.) for 15-plus years. He is a global SME in online payments with a specific focus on payments as a strategic asset solutions.
Pat White is the CEO and co-founder of Bitwave, a digital asset finance platform dedicated to managing cryptocurrency tax, accounting, and compliance. With over a decade of experience, he is a financial analyst and entrepreneur with a strong background in venture capital, blockchain business development and strategic acquisitions.
