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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Éric Sibony is the co-founder and scientific director (CSO) of Shift Technology.
Gino DeRango, a senior vice president of Axos Advisor Services, in Centennial, Colorado, has more than 25 years of experience in the financial services industry via roles including sales, relationship management, sales leadership and strategic initiatives at TD Ameritrade Institutional and, more recently, Goldman Sachs.
Loren Lirely is a senior vice president in the accounting and reporting advisory practice of the transaction advisory group at Stout. He has over seven years experience providing accounting and reporting services to both public and private sector clients.
Naveed Yahya is a director in the valuation advisory group at Stout. He has extensive experience providing professional valuation advisory services in the fields of financial reporting, intellectual property and intangible asset valuations, taxation and corporate transactions.
Ron is the VP of Product Consulting and Compliance for ADP Retirement Services. Ron is responsible for delivering products and services to plan sponsors in order to help them maintain their retirement plans in compliance with all applicable IRS and DOL regulations.
Monnencia S. Riley, market director and financial advisor with the Thrivent Great Lakes Advisor Group in Iron River, Michigan, has worked in the financial services industry for 15 years. She is passionate about bridging the wealth gap to assist with the economic disparity the United States faces and believes that working together across cultures will help achieve those objectives.
Amana Lilley, CPA, SHRM-CP, PHR, is a consultant at Rosenberg Associates. She began her career in public accounting working in both audit and tax. She spent over five years working with a variety of clients ranging from real estate partnerships to ultra-high net-worth individuals. In 2019, she pivoted her career to assist the profession as a human resource professional focusing on a wide range of areas including talent management, learning and development and general compliance. Today she works with progressive CPA firm leaders and teams on projects such as partner compensation, partner agreements, workshops, strategic retreat facilitation and HR consulting. She is a graduate of Portland State University.
Josh Butler is the founder and CEO of CompScience.
Jason Hammersla is the VP of communications at American Benefits Council, a Washington D.C.-based public policy organization that advocates for employers on critical matters of employee benefits policy.
Neil brings over 25+ years of business and technical experience in various product and business development roles in technology companies specializing in software solutions for Insurtech, Fintech, Telecoms, Real Estate, Geospatial and Telematics. Neil has held senior management positions in both start-up and corporate entities and is comfortable with merger & acquisition environments. Neil is currently the chief strategy officer for Arturo.ai, a property intelligence company.
