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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Patrick Bangert is senior vice president of data, analytics and AI at Searce, which provides professional services for cloud applications. He heads the profit center that is responsible for all projects with a data scientific character globally. Until recently, he led the AI Division of Samsung SDS from 2020 to 2023, bringing AI tools and services into Samsung Cloud for computer vision, natural language processing, and machine learning with a particular focus on medical imaging. He holds a PhD in AI and has over 20 years of business experience.
Dan Mendelson is CEO of Morgan, the JPMorgan Chase & Co. business unit focused on improving the equity, quality and affordability of employer-sponsored health care in the U.S.
Zach Donah is president and CEO of MassCPAs, where he works closely with the Massachusetts Society of CPAs' leadership team on the overall management and oversight of the society and its educational foundation. He has been with the society since 2013, serving in various roles in the organization's government affairs team. Prior to joining the society, Donah served as a legislative director and chief of staff in the Massachusetts State Senate.
Andy Campbell is director of solutions marketing at Certinia.
Ed DeMarco is president of the Housing Policy Council. Previously, he served as the acting director of the Federal Housing Finance Agency from 2009 to 2014.
Kelly Schuknecht is director of marketing at Summit Virtual CFO by Anders.
Steve Lockshin, an entrepreneur and financial advisor, is a principal of AdvicePeriod and a co-founder of estate planning software firm Vanilla.
Prior to co-founding AdvicePeriod, he was chairman of Convergent Wealth Advisors, a company he founded in 1994. Lockshin is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest in the industry in his guide for consumers, "Get Wise to Your Advisor."
Liza has been a commercial insurance broker for 22 years. She was recently promoted to regional sales leader, West Region for Foundation Risk Partners where she helps support growth initiatives and the deployment of value-added resources.
Bill Snyder is the Chief Executive Officer of Vivante Health, a leading digital digestive health company and sponsored benefit, and has over 15 years of experience in healthcare technology and leadership. Prior to Vivante Health, Bill built and led national sales efforts and led the health plan practice at Virta Health. Previously, he spent 11 years with Humana, serving in various leadership positions, including Vice President of the company's Greater Chicago region.
Naseer Nasim is the president and CEO of Aptys Solutions, a provider of payment solutions for financial institutions.
