Banco Popular de Puerto Rico

Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.

Baruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business, where he teaches courses in accounting, financial analysis and investor relations. Professor Lev has been with NYU over 20 years. His primary research areas of interest include financial statement and investment analyses; intangible assets/intellectual capital; management and valuation; capital markets; and mergers and acquisitions. He is the author of six books including "Intangibles: Management, Measurement, and Reporting," "Winning Investors Over" and, most recently, "The End of Accounting and the Path Forward for Investors and Managers." Lev has published over 120 research studies in the leading accounting, finance and economic journals and received numerous awards and honorary doctorates. Before joining NYU, he held academic positions at the University of Chicago, the Hebrew University of Jerusalem, Tel Aviv University, where he was dean of the business school, and University of California at Berkeley (jointly appointed by the business and law schools). Lev's practical experience includes auditing, and investment banking. He was also a partner for over 15 years in a consulting firm.

Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.

Douglas G. Schultz is a partner in the tax practice at BPM, where he provides tax consultation services emphasizing tax planning for closely held businesses and private clients.

Prashant Fuloria is CEO of Fundbox, an AI-driven capital platform for B2B commerce.

Andrew Hastings is National Philanthropic Trust’s chief development officer and has 25 years of experience in the philanthropic and nonprofit marketplace. He is responsible for NPT’s advanced gift planning and major gifts, business development and institutional relationships.

Michele Alt is a partner with the Klaros Group.

Maria Douvas Orme is co-chair of the Alternative Reference Rates Committee's Legal Working Group. She is also global co-head of legal coverage for Morgan Stanley's fixed-income division.

Nell Derick Debevoise uses her expertise in purposeful leadership to help CEOs and CHROs expand their impact, grow their businesses and build powerful legacies.

Tim Walsh is the senior managing director of TIAA.