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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Edward Gottfried is the VP of product at Betterment at Work
Rebekah Olson, CPA, is CEO of the Maryland Association of CPAs.
Muhammad Fahmy is senior vice president and general manager at ADP TotalSource. In his role with ADP TotalSource, Muhammad oversees one of the nation's largest professional employer organizations (PEO), providing clients with full-service HR, including benefits, payroll, compliance, talent strategies, a dedicated HR professional and more.
Megan Ryan is a payments professional specializing in digital innovations and emerging technologies. For five years, until 2026, she worked for the Federal Reserve Bank of Chicago as a payments policy specialist. At the Federal Reserve she focused on examining how technological advancements are reshaping the way individuals and businesses move money, with attention to the policy implications of these innovations. Her publications have covered the evolution of cryptocurrency and stablecoins, the impact of quantum computing on payments, offline digital payment capabilities, digital identity feasibility, and financial inclusion. She is passionate about understanding the gap between technological possibility and practical implementation, ensuring that payment innovation serves the broader goals of efficiency, security, and accessibility of the financial system. She has a Masters in public policy from Northwestern University and a Bachelors in Marine and Conservation Biology from Seattle University.
Larry Cao, CFA, is Senior Market Intelligence Analyst, AI, at American Banker, where he focuses on the adoptions of artificial intelligence across banking and financial services.
Larry has more than two decades of experience in investment research and financial services, with a particular focus on AS adoption, data-driven investment processes, and the future of finance. He previously served as a senior research leader at CFA Institute, where he led and authored research on AI, big data, fintech, investment management, and evolving skillsets in the financial industry. He is the editor of Handbook of Artificial Intelligence and Big Data Applications in Investments and author of research on AI adoption and T-shaped teams.
Larry's research and commentary have been cited by regulators and industry organizations globally, and featured in major media outlets including Bloomberg, the Financial Times, The Wall Street Journal, and Reuters. Earlier in his career, he held roles at Morningstar/Ibbotson Associates, Munder Capital Management, and McKinsey & Company.
Larry holds an MBA in finance from the University of Notre Dame.
Some of Larry's publications include:
Books and reports
Ten Structural Shifts in AI Adoption: Evidence, Frameworks, and Emerging Frontiers (2018 -2025) - Handbook of Artificial Intelligence and Big Data in Investments
- T-Shaped Teams
- AI Pioneers in Investment Management
- Multi-Asset Strategies: The Future of Investment Management
Interviews/presentations (video)
Kurt Schacht is the executive director of the CFA Institute Systemic Risk Council, a private sector, nonpartisan body of former government officials, financial experts, academics, and legal experts committed to addressing regulatory and structural issues relating to global systemic risk. Prior to joining CFA Institute, Kurt served as chairman of the Investor Advisory Committee for the U.S. Securities and Exchange Commission, or SEC, and a member of the Public Company Accounting Oversight Board, or PCAOB, Standing Advisory Group.
Holly SraeelHolly Sraeel is SVP of strategy and content for American Banker Live Media. In her role, she leads content strategy, development and execution for American Banker's editorial rankings, including The Most Powerful Women in Banking™, The Most Innovative People in Finance, Innovation of the Year and the launch of new performance-based rankings.She also leads the development of agenda-setting programming for American Banker's live media portfolio, including its ON-CHAIN Executive Summit, The Most Powerful Women in Banking Conference and Honoree Roundtable, Payments Forum, Digital Banking, Small Business Banking, the new AI Executive Summit, as well as LEADERS and virtual summits.
An award-winning editorial director and media executive, Sraeel has covered global banking, financial services, and capital markets in various media roles for more than 25 years, most recently with an emphasis on on-chain finance, payments, artificial intelligence, risk, cybersecurity, fintech, regulation, compliance, and startups and venture capital.Follow her on LinkedIn and on X at @hollybizonthego.
Jillian BerryJillian Berry is the senior director of StrongHer Money at RFG Advisory.
StrongHer Money is a purpose-built program for RFG advisors looking to increase engagement and deepen relationships with women clients by enhancing how they attract, win and serve women at all life stages.
Mary Delaney is CEO of Karbon, where she works closely with accounting firms to optimize their operations through technology. She has over 20 years of experience driving growth, transformation and innovation in B2B software who brings unique insight into how firms can streamline workflows, improve collaboration and leverage connected ecosystems to drive efficiency and growth.
Adrienne Penta is the national head of wealth management at SCS Financial.
Previously, she served as principal of private banking and executive director of the Brown Brothers Harriman Center for Women & Wealth. She led the creation of the CW&W, which supports women as they create and manage wealth and seeks to create a dynamic and inclusive environment where women can engage in conversations about wealth, family and values. She also oversaw private banking marketing and sales enablement.
