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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Joel Jarvis specializes in Property and Casualty Insurance including Professional Liability, Errors and Omissions Insurance, and Directors and Officers coverage for Boards of Directors and Executives. He has extensive experience developing programs for attorneys and for clients in the transportation, hospitality, nonprofit and construction industries. He has more than 20 years of experience in the insurance industry in addition to seven years as an internal accountant, and has an extensive resume of service on boards/committees of nonprofit organizations and legal organizations.
Mike Markland is the founder and CEO of ATMA.
Marc Gordan is Head of Global Telematics Product Strategy and Development at LexisNexis Risk Solutions. In his role, he is responsible for the product strategy roadmap related to connected car, usage-based insurance and telematics offerings for LexisNexis and the team of professionals taking products from initial idea to execution.
Richard McBride is founder and CEO of Certino, a cloud-based shadow payroll platform. He is a chartered accountant and chartered tax advisor with over 35 years in the industry and expert knowledge in global mobility, international employment tax and reward. Prior to founding Certino in 2017, he set up and led the global mobility function at Baker Hughes, delivering more than $250 million in employment tax cost savings over eight years (2008–2016).
Aaron Lindstrom is the Regional Head of Transformation and Digital Partnerships for Allianz Trade in Americas, the world's largest and oldest provider of trade credit insurance. In his current role, Lindstrom is responsible for the execution of Allianz Trades' ambitious strategy to fundamentally transform the company for success in the digital era. He also drives the Region's digital partnerships by actively facilitating current and new partnership opportunities, and evolving current product offerings to serve market needs. In addition to the day-to-day responsibilities of his role, Lindstrom serves as a founding member for Allianz Trade's American Diversity & Inclusion Committee.
Lindstrom has 10 years of experience in the insurance industry. He joined Allianz Trade in 2012, serving as Sales Agent, then later Senior Sales Agent. Prior to joining the organization, he held positions with Enterprise Fleet Management and Enterprise Rent-A-Car.
Lindstrom has vast experience speaking at both regional and national events for organizations such as, The Risk Management Association, The National Association of Credit Managers, Washington Business Week, and The Associated Builders and Contractors. He is active in several regional trade organizations and frequently networks with startups and fintechs to stay up-to-date on the innovation of the trade credit insurance industry.
In his spare time, Lindstrom enjoys volunteering with organizations like Washington Trails Association and North Helpline. In the past, he has served on the boards of numerous non-profit organizations. When not hard at work for Allianz Trade or volunteering, Lindstrom enjoys traveling, camping, hiking and snow skiing.
Mary Anne Ehlert, CFP, specializes in financial planning for families with a disabled family member. She is the founder of Protected Tomorrows in Lincolnshire, Illinois, and is a partner in Forum Financial. For information about joining Protected Tomorrows as an advisor, contact her at (847) 522-8086.
David Howard is executive director of the National Rental Home Council.
