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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Steve Cox is head of market insights at IRIS Software Group. A technologist and chartered accountant who looks at how technology can simplify the modern working environment, he joined IRIS in 2002. His career at IRIS has spanned many areas of the business, including customer support, engineering, product management and marketing. His most recent previous roles at IRIS include senior product director, interim CTO, chief evangelist and head of accountancy.
Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.
Sommer Sherrod is the vice president of Healthcare Strategy and People Strategy Consulting at Insurance Office of America.
Ernest Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients.
As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors.
Lacy Garcia is the founder and CEO of Willow, a financial technology and education platform that helps financial institutions and advisors better retain and grow business with women and underrepresented investors through financial life coaching.
She has spent her two-decade career at the intersection of financial services, women’s empowerment, education and entrepreneurship.
Nathan Pensgen is a principal tax consultant with The Bonadio Group.
Chris Berg is the director of digital acceleration at InRule Technology
Christine Andrews is a clinical professor in the Lynn Pippenger School of Accountancy at the University of South Florida, teaching courses in managerial and cost accounting, and business strategy. She has more than 30 years of experience teaching accounting, in addition to a previous career as a CPA. She holds a Doctor of Business Administration degree from Cleveland State University, and an MBA and bachelor's degree from the University of Buffalo. Andrews has published more than 20 times, including in the Journal of Accountancy and the CPA Journal. Her research interests include fraud hotline effectiveness, accounting for environmental liabilities, and other pedagogical issues.
Kerry L. Myers is a clinical professor of forensic accounting and law at the Lynn Pippenger School of Accountancy at the University of South Florida. He is also assigned to the Florida Center for Cybersecurity at the University of South Florida. He earned his Juris Doctorate, with Distinction, from the University of Missouri – Kansas City School of Law and a Bachelor of Science in Business Administration-Accounting, Summa Cum Laude, from Central Missouri University. He is a licensed attorney in Missouri where he practiced law and was a federal prosecutor for many years. He recently retired from the Federal Bureau of Investigation where he served as the supervisory special agent of the Technical Operations Squad.
Marla Willner is the head of commercial credit management and strategic Initiatives for TD Bank. She is also executive sponsor of the bank's Women in Leadership Employee Group.
