In|Vest West 2018 Direct

Time is running out for nearly 940,000 individuals to claim refunds from 2020, with a May 17 deadline approaching for filing the necessary tax returns.

Arad Levertov is the CEO and co-founder of Sunbit, which offers BNPL services for in-person transactions as well as a branded credit card. 

Over the past decade, the equities division at the megabank saw harassment allegations pile up, as well as alleged instances of in-office cocaine use, among other complaints.

Ron is a tech entrepreneur who has brought his love for developing empowering products to startups and major international corporations alike. He is the Co-Founder & CEO of Empathy, the world's leading support system for navigating loss. Before launching Empathy in 2020, Ron held roles as a Product Executive at WeWork and eBay. He initially joined eBay after the acquisition of The Gifts Project in 2011, a social-commerce startup where he served as Co-Founder & CEO.

Shara has spent more than 20 years helping healthcare organizations think differently about how to involve and empower people more effectively in their care and health. She continues in that work as CEO of Carallel, the leading provider of holistic support, guidance and assistance for family caregivers.

Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.

Doug Marquis joined Zywave in 2018 as chief technology officer, leading the company's innovative R&D functions. Before joining Zywave, he honed his skills for a decade at Accenture, where he led groundbreaking technology initiatives for Global 1000 companies. He also served in executive roles at venture capital-and private equity-backed SaaS companies, such as SAVO, OpinionLab, Local Offer Network, and RiverGlass.

Erin Hines is senior counsel at Chamberlain Hrdlicka, where she is a member of the tax controversy and litigation group. She has extensive experience in all facets of federal tax controversy, including IRS examinations, appeals and litigation. As a prior trial attorney at the U.S. Department of Justice, Tax Division and special trial attorney at the IRS Office of Chief Counsel, Hines has litigated federal tax issues in the U.S. Tax Court, numerous U.S. District Courts and a handful of U.S. Bankruptcy Courts including multiple cases involving promoter penalties and injunctions. 

Ryan Miller is the vice president and senior counsel of innovation policy at the American Bankers Association.

After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.