Banco Popular de Puerto Rico

Katie Tolin is president of CPA Growth Guides and a co-founder of Power Up Professionals. She helps firms establish growth strategies; connecting the dots between strategy and actions to boost ROI. As a consultant or fractional chief growth officer, her areas of focus include marketing, business development, product management/innovation and client experience.

Dr. David Crabtree grew up in a small mining and farming community in Virginia. He spent many hours shadowing physicians at his local community hospital and witnessed the impact of drugs on his hometown. Dr. Crabtree received an academic scholarship to attend East Tennessee State University, where he graduated summa cum laude and with University Honors. He went on to attend ETSU’s Quillen College of Medicine, a school nationally recognized for rural medicine and primary care training. He also used this time to work in DC on health policy and education issues for U.S. Senator Mark Warner.

After earning his MD with AOA honors, Dr. Crabtree headed west for his residency training at the University of California – San Diego. After completing an internship in UCSD’s Department of Psychiatry, Dr. Crabtree began training in preventive medicine in UCSD’s Department of Family Medicine & Public Health. After residency, Dr. Crabtree completed fellowship training in addiction medicine at the University of Utah.

Dr. Crabtree is board certified in both preventive medicine and addiction medicine and works full time in addiction medicine. Outside of medicine, Dr. Crabtree spends time with friends and his Shiba Inu dog.

Brittney Cullen is Vice President of People at Wealth, the company that is demystifying estate planning with modern tools to create, manage and visualize your estate to ensure your family’s financial future.

Robert Chmielewski is the co-founder and CEO of ShareSpace.

Kristy Fercho is the head of Wells Fargo Home Lending and 2021 chair of the Mortgage Bankers Association

Steve Prymas has over twenty years of Professional Liability experience. He was previously the Vice President, Specialty Lines Manager and Global Chief Underwriting Officer of Cyber for Gen Re where he was charged with setting strategy and growing specialty lines across Treaty and Facultative reinsurance. While at The Hartford, Steve was responsible for strategic direction, underwriting staff, and P&L of The Hartford’s management & professional liability business. His experience also includes the introduction of predictive modeling, objective risk tiering, third party data proxies, online quoting and automated cross-selling. He also chaired The Hartford's enterprise-wide Cyber Working Group.

In addition to his roles at HFP and Gen Re, Steve has spoken at and chaired several PLUS and Advisen events.

Steve’s passion for insurance started at the early age of 13 when he made change for homeowners’ payments at the petty cash register of a local insurance agency.

Steve is a graduate of Hamilton College and member of the Professional Liability Underwriting Society.

Catrin Lewis is Head of Global Engagement and Internal Communications at Reward Gateway. Fanatical about technology, obsessed with experience, driven by happiness, understanding and engagement, Catrin leads Reward Gateway people strategy by dialing up engagement through data analysis and action. She heads up their internal communication strategy with a stream of constant, varied and engaging content. Catrin is also author of 'The Little Unicorn - An adventure into the Disengagement Dangerzone.’

Kristen Clark, CPA and Syracuse office managing partner at The Bonadio Group, is a member of the firm’s Management Committee and board of directors. She is responsible for client service, partner and employee engagement, and market growth. She is also practice leader for Bonadio’s Professional Excellence Division, which is responsible for risk management, quality and education for the firm.

Ally Powers is a CPA working on the assurance staff for Plante Moran in Grand Rapids, Michigan.

Eric Ayala is the senior vice president, Americas for Novidea, creator of the born-in-the-cloud, data-driven insurance platform that enables brokers, agents, and MGAs to modernize and manage the customer insurance journey. Eric has more than two decades of technology startup and venture capital experience. A Silicon Valley veteran, he has led multiple Sales and Marketing teams at startups funded by prestigious VCs such as NEA and Accel and Corporate VCs such as Dell and Microsoft.