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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Amy Spurling is the CEO and co-founder of Compt.
Sen. Mike Crapo, an Idaho Republican, is the ranking member of the Senate Finance Committee.
Virgil Miller is the president of group and individual benefits at Aflac.
Brad Sprong is the national tax leader for KPMG U.S. Private Enterprise. He has more than 30 years of experience serving clients around the world on their tax needs. He provides services to high net worth, closely held business owners and their enterprises, specifically focused on transition, income tax, transformation to best practices and family-office design.
Jennifer Stein of Global Tax Network has more than 25 years of experience in expat and foreign national tax preparation and consulting. She joined GTN in 2011 and serves as managing director for GTN's Great Lakes region. She coaches clients to understand the complexities of sending employees across borders and helps them work through the many requirements of home and host reporting.
Martin Cheek is Vice President of SmartSearch, a provider of an Anti-Money Laundering verification service based in Lehi, Utah.
Frank Knapp is the national coordinator of Reform the SBA: BIGGER Mission, Authority and Resources, and is president and CEO of the South Carolina Small Business Chamber of Commerce.
Kelli Haugh is managing director at Foreside, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry. She oversees Foreside’s investment advisor compliance services team and provides strategic and regulatory guidance to investment advisors under the investment advisers Act of 1940 and state securities laws. Prior to joining Foreside, she was a Partner with Dew, Foxman & Haugh PLLC, concentrating on corporate and securities law.
Phil Wasserman joined the Nassau County Office of Management and Budget 2019. Wasserman has worked in public finance since 2000. He has worked with New York City and its associated issuing entities. He has also been a banker with Merrill Lynch (now BofA Securities) and Siebert Cisneros Shank (now Siebert Williams Shank). He began his career as an environmental engineer. Wasserman holds degrees from Cornell University, the University of Texas at Austin, and Columbia University.
Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.
