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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Adam Lean is the CEO and co-founder of The CFO Project, a training company that trains accountants, bookkeepers, CPAs and Enrolled Agents to offer an outsourced CFO/advisory service.
Itamar Romanini is vice president and general manager of HSA Store and a long-time leader and innovator in consumer-directed healthcare and HSAs. HSA Store is part of the Health-E Commerce family of brands, which also includes FSA Store, WellDeservedHealth and Caring Mill.
Ed D'Alessio is the executive director of INFiN, a financial services alliance. Based in Washington, DC, INFiN represents the diverse and innovative licensed consumer financial services industry with more than 350 member companies operating 8,000 locations throughout the United States and online.
Ed has more than 20 years of experience representing the consumer financial services industry. Prior to INFiN, Ed served as the executive director and general counsel of Financial Service Centers of America (FiSCA).
Michael Herd is the executive vice president for ACH Network Administration, Nacha.
Carla Sanchez-Adams is a senior attorney for the National Consumer Law Center.
Penny Lee is the president and chief executive officer of the Financial Technology Association, a trade group representing innovative financial technology companies.
Tara Meehan is a fractional CMO and owner of Meehan Marketing.
She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.
Ryan Donovan is president and CEO of the Council of Federal Home Loan Banks.
Mahmoud Reza Banki is the former CFO of Tubi.
Darren Guillot is an alliantgroup national director and is the former IRS commissioner of the Small Business/Self-Employed Division. Guillot also led the creation and oversight of the IRS' Office of Fraud Enforcement.
