Banco Popular de Puerto Rico

Tom Sporkin serves as Managing Director, Enforcement at CFP Board, the professional body for personal financial planners in the U.S. He leads a team of attorneys and legal staff in the detection, investigation and prosecution activities. Tom possesses decades of experience in enforcement and regulatory compliance, including 20 years in the SEC’s Division of Enforcement  where he served in various  leadership roles including co-managing the Office of Internet Enforcement, and, in the aftermath of the financial crisis, establishing and managing the Office of Market Intelligence, which included the Office of Market Surveillance and the SEC’s Whistleblower program.

Scott Domann is the chief people officer for Calm.

Mike Zarrillo is Chief Revenue Officer at Brella, a modern supplemental health insurance company, and co-host of the Better Benefits podcast. Mike brings years of experience from Guardian Life, Liberty Mutual, Maxwell Health, AIG, and The Hartford. A strategic and entrepreneurial business thinker, Mike’s experience in the group, voluntary/supplemental, and benefits administration spaces guide his leadership at Brella. He lives with his family in Charlotte, North Carolina.

Ed DeMarco is the head of non-financial risk at the Risk Management Association.

Judy Morrill has over 30 years of investment experience working with high net worth families and non-profit institutions. She is currently is a Managing Director and Portfolio Manager at Silvercrest Asset Management Group, an independent wealth management firm based in New York. She holds an MBA in Finance from New York University’s Stern School of Business, and a BA in Political Science and French from Hollins University.

Snehal Shinde is the co-founder and chief product officer of Zeni, an AI-powered bookkeeping and accounting solution for startups. He is a three-time entrepreneur with two decades of experience as a technologist and product entrepreneur,

Kyle Wissel is a principal at Mazars USA. He has more than 20 years of experience delivering advisory, tax planning, and consulting services to real estate companies, closely held businesses and high-net-worth individuals. He assists real estate owners, operators and developers in structuring acquisitions, advising them on existing business operations, and creating solutions to minimize tax liabilities. He also has an extensive background in individuals’ income, partnership, corporation, estate, gift and fiduciary tax returns, including guidance on domestic and international income and transfer tax planning, and investment and financial planning strategies.

Marc Seewald is vice president of EPM product management for Oracle.

Gary Shaw advises insurers on solutions to enhance growth, operations, technology, risk, and compliance. As US Insurance leader, he works with Deloitte’s teams to coordinate services to strategic clients, marshal resources globally, share thought leadership and industry insights, and connect client executives with their peers. He is a frequent presenter and author on insurance trends including financial management, risk, and controls.

As a solutions architect and Microsoft Certified Professional, Julia helps organizations achieve their growth by matching technology solutions to business goals. This happens through collaborating with clients and analyzing their technology needs and business processes. Using her expertise in the Microsoft cloud platform and industry knowledge, she consults, designs, and implements technology strategies to help Anders clients not only understand their business’ technology, but maximize its full power.