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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Philip Palaveev is the founder of The Ensemble Practice, which advises independent RIAs and their service providers. He is the author of “The Ensemble Practice” and “G2.”
Vicki Huff is global innovation leader at PwC. She leads PwC’s U.S. and Global New Business & Innovation, a unit formed to innovate and expand PwC’s offerings that build trust in society and solve important problems. Previously, Vicki led PwC’s global technology, infocomm, entertainment and media industry.
Chris Colotti is field chief technology officer at Tintri.
Carrie Steffen is a founding shareholder and president of The Whetstone Group Inc., which provides growth consulting services to CPA firms and other professional service firms. She has nearly 25 years of CPA firm marketing experience, and serves as president of the CPA Consultants' Alliance as well as on the board of the Association for Accounting Marketing. Before joining Whetstone, she was an in-house marketing director at RSM McGladrey.
Gerry Blass is president and CEO of ComplyAssistant, which provides software and service solutions with a focus on cybersecurity and compliance frameworks and regulations.
Paul Albright is executive vice president of OutSource ATM.
Laurie Sharp-Page is the owner of Flourish Psychotherapy, a Cincinnati-based practice that specializes in both in-clinic and walk-and-talk therapy.
Ashwin Ram is an IT service management evangelist at ManageEngine, a division of Zoho Corp. He writes blogs, customer stories, and easy tips and tricks for the users of ServiceDesk Plus, the company’s IT help desk software. He has also authored the article, “The impact of machine learning on ITSM”.
Stephanie Li is a researcher at Forrester Research serving B2C marketing professionals. Her research topics include customer trust and privacy, marketing database operations, and corporate values. She is interested in how customers’ growing privacy concerns are changing marketers’ behaviors and how the nature of marketing is changing amid global regulations, such as the General Data Protection Regulation. She is also tracking the convergence of marketing technology and advertising technology.
Previous Work Experience
Steph was previously a senior research associate on the B2C marketing team. She supported the team’s research on privacy, customer insights service providers, marketing measurement, TV and online video, corporate values, email marketing, and social marketing.
Before joining Forrester, Steph was an account executive at the public relations agency Text100. She supported B2B technology clients with their media and analyst relations programs and created contributed articles, press releases, blog posts, and other digital content.
Education
Steph graduated magna cum laude with a B.A. in international affairs from Northeastern University.
Ramnath Balasubramanian is a partner in McKinsey’s New York office.
