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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Mike Shultz is a bestselling author of Rainmaking Conversations, Insight Selling, Virtual Selling, and Not Today: The 9 Habits of Extreme Productivity. He is the director of the RAIN Group Center for Sales Research, and president of RAIN Group, a global sales training company that delivers results through in-person and virtual sales training, coaching, and reinforcement.
As a veteran in the insurance industry, Sean brings nearly 30 years of experience and expertise to Lemonade as Chief Claims Officer. In this role he's responsible for claim handling policies, procedures, and execution across all US and EU territories for Lemonade's full book of insurance products spanning renters, home, pet, car, and life.
Prior to joining Lemonade, Sean spent more than 25 years at USAA holding various leadership positions, the latest being Chief Claims Officer where he had oversight of claim handling for all personal and small commercial lines of business. During his tenure, the company doubled in size, becoming the third-largest homeowners and fifth-largest auto insurer in the US, all while delivering industry-leading loss adjustment expenses and being consistently recognized as the highest rated in claims service by JD Power.
Graham Gordon joined Sapiens in 2021 as Product & Strategy Director for P&C from LexisNexis Risk where he led several new vehicle data and connected car products. Prior to this Graham was part of the Senior Leadership team as Director of Marketing at telematics specialist, Masternaut (Michelin) where he led several key data and analytics initiatives, including forming much of the early analysis and commercial understanding of the value of driver-behavior in the commercial fleet and consumer car sector. Graham holds a bachelor's degree from Lancaster University, post-graduate qualifications from the Chartered Institute of Marketing and more recently completed his master's degree from the University of Cambridge, graduating from the Judge Business School's Executive MBA Program.
Josh Merrill is the cofounder and CEO of Confirm. He was previously Chief Product Officer and second employee at Carta, an equity management platform. He has been building web products since graduating from Carnegie Mellon in 2005.
Jared Winkers graduated from the University of Northern Iowa in 2021 at the age of 19 and later that year became the youngest person ever to pass the CFP exam. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. All aspects of financial planning are incredibly interesting to him, but his focus is on helping middle-market business owners manage their personal and estate taxes, retain key employees, and transition into retirement.
Theodore Sprink is the founder and managing director of iTitleTransfer.
Charles Weinstein is CEO of Eisner Advisory Group LLC, sits on its board of directors, and is a member of the firm's Executive Committee.
James P. King, CPA, MST, is a partner at the accounting firm Tobin & Collins, CPA, PA, and has extensive experience in small business planning, partnership taxation, income taxation and business consulting for business owners, entrepreneurs and high-net-worth individuals. He has broad industry experience servicing clients in the real estate, retail, professional and veterinary service industries.
Marisa Tashman Coppel is policy counsel at the Blockchain Association.
Liz Kolar, MBA, CPA, CGMA, is executive vice president for Surgent Accounting & Financial Education. She brings over 35 years of accounting industry and professional education experience to her role at Surgent where she drives and oversees the ongoing expansion of accounting and financial services exam prep and continuing education offerings. Prior to Surgent, Kolar founded and led Pinnacle CPA Review, which was later acquired by Surgent. She began her career in public accounting with Coopers & Lybrand, where she audited financial services clients. She has served as a professor, teaching graduate and undergraduate accounting courses. She earned her MBA in public accounting from Pace University. She is a member of the PICPA and the AICPA.
