Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • 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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    Bernie Dyme is president and CEO of Perspectives LTD, a behavioral health firm committed to delivering high-quality employee assistance programs, behavioral health, and organizational consulting services.  

    He is passionate about ending the stigma attached to mental health ensuring that everyone in companies has full access to mental health services and also focuses on prevention and early intervention.  He is an active member of more than a dozen professional and community organizations that work toward his passion of bringing resources to all employees and organizations to ensure full access to help. These include the Employee Assistance Professionals Association (EAPA), the Society of Human Resource Professionals (SHRM), and the Executives Club of Chicago. He is also the Chair of the Advisory Council of The Crown Family School of Social Work, Policy and Practice at the University of Chicago. He is the past president of the Board of Directors for the Chicago Coalition for the Homeless and is currently an active member of the Board.  

    Bernie is a licensed clinical social worker (LCSW). He has his master’s degree in social work from the University of Chicago. 

    Julia Hu is an American entrepreneur and the co-founder and CEO of Lark. Founded on the personal experience of having grown up with an undiagnosed chronic condition, Julia is passionate about bringing compassionate care to those preventing or managing chronic disease. Hu was named to Business Insider’s 30 Under 40 Changing Healthcare list and was awarded as a member of the UCSF Health Awards Hall of Fame in 2021, as well as the EY Entrepreneurial Winning Women™ North America Class of 2021. Prior to founding Lark in 2011, Julia ran global startup incubator, the Clean Tech Open, built a sustainable construction startup, and was an Entrepreneur-in-Residence at Stanford’s StartX incubator. She is on the board of the Council for Diabetes Prevention and a Singularity University faculty member. Hu received her Master’s and Bachelor’s degrees at Stanford University and half of an MBA from MIT Sloan before founding Lark.

    Jeff is a founding member of Informed Consulting. He has 25+ plus years of employee benefits experience working with enterprise employers, digital health companies, health plans, insurance carriers, InsureTech, HCM, and financial wellness companies. 

     Via Informed Consulting, Jeff served as the CRO (Seed Round, Series A, and Series B) at Nayya. He held various sales leadership positions in 12 years at Benefitfocus, a benefits administration company. At Benefitfocus, Jeff developed an ecosystem distribution market for early-stage digital health and financial wellness companies. Prior to Benefitfocus, Jeff worked for health plans and insurance carriers for 13 years.

     Jeff was named by Employee Benefits Advisor as “30 Benefit Thought Leaders to Know” and “30 People to watch in Benefits 2017”. Jeff has been featured in CNBC, Inc Magazine, Forbes, Employee Benefits News, US News and World Report, SHRM Magazine, and numerous other publications.

    Stephen W. Hall currently serves as the legal director and securities specialist for Better Markets. He joined Better Markets in January of 2011, bringing extensive experience in securities and commodities regulation acquired through positions in the federal government, private practice and the nonprofit sector.

    In addition to overseeing legal activities, including litigation matters and amicus briefs on behalf of Better Markets, he is heavily involved in the preparation of regulatory analysis, comment letters on proposed rules, and special reports on topics related to financial regulation and enforcement.

    Ilapakurty-Phani-Mueller dotKonnect

    Phani Ilapakurty is the president of Mueller dotKonnect, which is a related entity of PKF Mueller, a CPA and business advisory firm that serves clients both domestically and internationally. MDK specializes in business process management, business process outsourcing and tax services, backed by a team of 300-plus finance, accounting & tax professionals located in Chicago, Dallas, Portland, Philadelphia, Sarasota and in Hyderabad, India. Ilapakurty is a Chartered Accountant, a Cost & Management accountant, a Certified Fraud Examiner and an Enrolled Agent, with more than 20 years of consulting, finance & accounting industry experience. He is also the co-founder of Qount.io, a SaaS practice management solution to improve, automate and streamline accounting & tax practices to positively impact the bottom line. Reach him at phani.i@muellerdotkonnect.com.

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    Paul Fischer is the director of professional services at Paradatec Inc.

    Ganny Belloni is an editorial associate for Digital Insurance, working through summer 2022.

    Zack Scott serves as Management Consulting’s Strategy Lead for Financial Services International at digital consultancy Publicis Sapient, delivering large-scale digital transformation programs across EMEA. Previously, he was Principal at Oliver Wyman within the financial services practice, investment analyst at Hay Creek Hospitality and he’s on the Board of Trustees of Wyman Worldwide Health Partners. 

    Thomas Reid

    Thomas Reid is senior consultant at LibertyFi, where he manages the billing for its partner firms executed through the Envestnet platform. Previously, he worked in SEC compliance and regulatory reporting at two large regional banks headquartered in Birmingham, Alabama.

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    David Braun is founder and CEO of Capstone Strategic, an M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across more than 100 industries. He is the author of Successful Acquisitions: A Proven Plan for Strategic Growth. He is reachable at dbraun@capstonestrategic.com and on Twitter @CapstoneStrat.