Banco Popular de Puerto Rico
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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Thad Calabrese studies public and nonprofit financial management, applying the principles of business finance to organizations involved in the production or co-production of public goods and services. His research focuses on two related themes of finance: 1) What are the factors � both internal and external - that nonprofit and public organizations consider when acquiring and using resources? 2) How do these factors influence organizational financial capacity, sustainability, reporting, and accountability?His research has appeared in the Journal of Accounting and Public Policy, Public Administration Review, Nonprofit and Voluntary Sector Quarterly, Public Budgeting and Finance, Nonprofit Management & Leadership, among others. He has co-authored two texts: Financial Management for Public, Health, and Not-for-Profit Organizations, 4th Edition (Pearson Prentice Hall), and Accounting Fundamentals for Health Care Management, 2nd Edition (Jones and Bartlett Learning).Thad was elected to serve on the Executive Committee of the Association for Budgeting and Financial Management (3-year term, beginning in 2012). He has also served for several years on the Audit Committee of the Support Center for Nonprofit Management, which provides consulting services, transition management, and training to nonprofit organizations primarily in New York and New Jersey. Before joining the Wagner School, Thad was on the faculty at the School of Public Affairs at Baruch College � CUNY. Prior to academia, Thad worked in the New York City Office of Management and Budget and also as a financial consultant working with nonprofit organizations in New York City.�
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Todd L. Ely is an assistant professor in the School of Public Affairs at the University of Colorado Denver and a research affiliate with the Buechner Institute for Governance. His research and teaching focus on the financing of state and local public services, municipal debt, education finance and policy, and public and nonprofit financial management. Todd�s current research examines access to capital by nonprofit organizations, including charter schools and institutions of higher education. His recent publications can be found in The American Review of Public Administration, Public Administration Review, Public Budgeting & Finance, and Urban Affairs Review. Todd received his undergraduate degree from Emory University, Master of Public Administration (MPA) from the University of Arizona, and PhD from the Robert F. Wagner Graduate School of Public Service at New York University.
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Over 25 years of experience in the financial information services industry including senior positions at: Bloomberg, Merrill Lynch, Interactive Data, Standard and Poor�s, Thomson Financial and DTCC. Expertise in fixed income valuation and credit analysis/surveillance, reference database design and development, back office accounting operations, and mid office risk monitoring.
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William Glasgall is Director of Public Finance at The Volcker Alliance in New York. A four-decade veteran financial journalist, Bill brings to the nonpartisan, nonprofit organization a deep knowledge of state and local government finances and fiscal policies and leads the Truth in State Budgeting and Financial Reporting project that is building on recommendations made in 2013 by the State Budget Crisis Task Force headed by Volcker Alliance Chairman Paul Volcker and former New York Lieutenant Governor Richard Ravitch. Bill is also senior adviser to the Ravitch Fiscal Reporting Program at the CUNY Graduate School of Journalism in New York.Bill came to the Alliance from Bloomberg News, where he directed U.S. local-government coverage as Managing Editor for States and Municipalities that received awards from the National Press Club Foundation and other organizations. He also served as co-host of Bloomberg’s Global Week Ahead Podcast, as well as Editor-at-Large and Enterprise Editor, and has been a featured speaker at conferences held by Bloomberg, the Bond Buyer, Governing Magazine, Investment Advisor, and TD Ameritrade. Before joining Bloomberg, Bill spent almost 20 years at BusinessWeek Magazine as Senior Writer and Senior Editor, winning two Overseas Press Club prizes for international reporting and heading the magazine’s personal finance and lifestyle sections. He was also a regular commentator and host on the PBS-TV show “This Week in Business,” Editorial Director of the Investment Advisor Group, vice-president at Standard & Poor’s Corp., and a reporter and editor at the Associated Press and the Star-Ledger in Newark, New Jersey.Bill is a Trustee of the Overseas Press Club Foundation and former member of the Board of Overseers of the Knight-Bagehot Fellowship Program in Economics and Business Journalism at Columbia University, where he was a Fellow. He is a graduate of Boston University and lives in New Jersey.
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Stewart Mhyre has been working in school business and operations for the past 21 years.� He started his career at the Mount Baker School District a small 2,000 student school district in Whatcom County. Stewart is now working for the Edmonds School District, the 10th largest school district in the state with over 20,000 students in 33 schools.� This past February the Edmonds School District passed a $275 million dollar bond issue.
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Ms. Snyder serves as Siebert Brandford Shank�s water and sewer specialist for issuers across the country.� She has senior managed nearly $4 billion of water and sewer transactions for major systems across the country including: EBMUD, Los Angeles, Houston, St. Louis Sewer, Philadelphia, Chicago, DC Water, DeKalb County and NYC.� Ms. Snyder has worked diligently with clients to develop investor relation plans and rating agency presentations that have led to positive rating changes.� Ms. Snyder joined Siebert Brandford Shank in June 2008 and previously worked at UBS and Raymond James and is a graduate of Washington University in St. Louis.
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Chuck graduated from Gonzaga University with a BBA degree in accounting in 1973.� He was employed as a Certified Public Accountant by Coopers and Lybrand from 1973-1977.� He later served as Controller for a Spokane-based family corporation.� He joined Gonzaga University in 1978, serving as Controller until 1985 when he assumed his current responsibilities as Vice President for Finance.� As the University�s Chief Financial Officer, he oversees accounting and financial recordkeeping, operating and capital budgets, investments, long term financing, insurance and risk management, property acquisition, and campus master planning.His community involvement includes current service on the Board of Directors of the Gonzaga Preparatory School Foundation, Catholic Charities Housing Board, and Catholic Charities Foundation. He also served on the Board of Gonzaga Preparatory School, the Downtown Spokane Partnership and the Economic Development Council.
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Jim Burr is a partner in Chapman and Cutler�s Public Finance Department, and serves as Practice Group Leader for Chapman�s national public finance practice. Jim practices focuses on municipal securities law matters, and he represents issuers and underwriters in public, private and institutional offerings of tax exempt and taxable debt, and the preparation of new issue and continuing disclosure documents. He represents a number of market participants regarding, and regularly writes and lectures on, current developments in SEC and MSRB rules and regulations governing the municipal securities market and disclosure practices, including particularly the SEC�s municipal advisor registration rules, the MSRB�s municipal advisor rule-makings and the SEC�s Municipalities Continuing Disclosure Cooperation Initiative.
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Mark Campbell was appointment by State Treasurer Bill Lockyer to serve as the Executive Director of the California Debt and Investment Advisory Commission (CDIAC) in 2010. Prior to his appointment, Mr. Campbell served as a principal budget analyst with the Department of Finance overseeing the capital expenditure budget for the California Department of Corrections and Rehabilitation. In addition, Mr. Campbell represented the Department of Finance on a multi-disciplinary team developing an integrated financial management system for the State of California. He previously worked as a program manager and administrative officer for CDIAC from 2000 to 2006. Mr. Campbell holds a M.B.A and a M.Ed. from the University of California, Davis.�
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Mike Craft is a Managing Director, Credit at Lumesis.� Mike joined Lumesis with over 25 years of experience in municipal bond industry. Prior to joining Lumesis, Mike spent 16 years at Fidelity Investments where he held various roles within Fixed Income, including:� Credit Analyst, Head Trader on the Municipal Bond desk, Manager for Municipal Bond Separate Accounts, and Quantitative Desk Analyst for the Municipal Bond and Taxable Money Market desks.Preceding Fidelity, Mike was a Municipal Bond Strategist, Senior Vice President of Fixed Income at Lehman Brothers. In addition, he was a Vice President, Municipal Bonds at Shearson Lehman Hutton where he was responsible for managing $11 billion commercial paper and floating rate note programs for large municipal bond issuers.Mike holds an MBA in Finance from the Stern School of Business at New York University, a Bachelor of Arts in Economics and Russian Studies from Amherst College and is a CFA charter holder.Founded in 2010, Lumesis Inc. is a financial technology company focused on providing business efficiency, data and regulatory solutions for the municipal marketplace under the DIVER brand.








