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  • Venkat is a senior manager in the Tax Technology and Transformation practice of Ernst & Young LLP.

  • Brent McIntosh is Citi's chief legal officer and corporate secretary. Brent leads Citi's Global Legal Affairs & Compliance organization, which includes the Legal Department, Independent Compliance Risk Management, Citi Security and Investigative Services and Citi's Regulatory Strategy and Policy function. He is a member of Citi's Executive Management Team.

  • Susana Ortega Valle is the VP of Product, where she leads the strategic vision for how small business owners engage with insurance. Throughout her two-decade career, she has built a reputation for developing high-performance teams that thrive on innovation and challenge conventional thinking.

  • Malachi Trujillo is an advance tax staff in the Salt Lake City office of HCVT.

  • September 23-24, 2026 | Washington, D.C.

  • June 24, 2026

  • Hilary Richards is a vice president analyst in Gartner's Finance Practice, where she advises senior finance leaders on critical issues facing their organizations and assists them in translating best demonstrated practices into action.