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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Erik Carlson is chief financial officer and head of strategy at Notified, a technology partner for investor relations, public relations and marketing professionals. He brings over 10 years of M&A, strategic finance and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.
Angie Meoli is the SVP of enterprise initiatives at CVS and the vice chair of the Health Care Transformation Task Force.
Paul Burrin is the Head of Insights and Evangelism, HR and Payroll at Sage.
John Siegman is the co-founder of HazardHub, a property risk data company that was acquired by Guidewire in mid-2021. He is now a senior executive at Guidewire helping to lead the direction of the HazardHub solution and guiding P&C insurance clients in innovating their data integration into critical processes.
Janice Stoudemire, CPA, CGMA, ABA, ATA, currently serves as a CPA content specialist for UWorld Roger CPA Review. Reach her at jstoudemire@uworld.com.
Robby Sundberg, CPA, is senior vice president of development at Embark, a business advisory firm. He was formerly assistant controller at a subsidiary of Toyota Financial Services and worked in the internal audit group at Verizon and in the Dallas audit practice at Deloitte.
Brett E. Heineman is FSA general manager of health products at Gradient AI.
Heineman is a health actuary with broad experience in the health insurance industry, ranging from provider contracting analysis for carriers to actuarial valuation and actuarial transformation for consulting firms. His professional interests include organizational and personal productivity, actuarial process automation, practical applications of predictive modeling and actuarial modernization/actuarial transformation.
Eric Spacek has more than 15 years of insurance risk control experience and joined Church Mutual in January 2020 as Risk Control program manager. He was promoted to his current role in January 2022.
Spacek earned a bachelor's degree in English from Eastern University in St. David's, Pennsylvania, and his juris doctor degree from American University in Washington, D.C.
Spacek earned the Associate in Risk Management (ARM) designation. He has also received the Cambridge Certificate in Risk Management for Churches and Schools.
Matthew Schaller, CFA, CFP, is an advisor on the Compardo, Wienstroer, Conrad & Janes team at Moneta.
Troy Stewart has risen through the ranks at Brush Claims to now serve as its president and chief operating officer. Stewart is an innovative thought leader in the insurance claims space and is actively driving the evolution of the insurance industry forward.
