Banco Popular de Puerto Rico

Jasen Stine is a tax and accounting education leader at Intuit. He has been in the tax and accounting industry for over 20 years and is responsible for driving training and education strategy. Connect with Jasen via LinkedIn or Twitter @Jasen_at_Intuit.

George White is executive vice president of operations at Custodia Financial, a consortium of retirement industry executives working to solve the problem of retirement plan leakage from 401(k) loan defaults.

Senior Compliance Advisor,
Temenos

Madelyn Antoncic, PhD, an economist, is senior advisor to the United Nations Conference on Trade and Development (UNCTAD) on SDG Reporting and CEO of the Global Algorithmic Institute. She is the former CEO of the SASB Foundation. She has served as a member of the board of directors of S&P Global Ratings and Fin Tech Acquisition Corp III and IV, and on the board of overseers of Weill Cornell Medicine. Formerly, she was the treasurer and vice president of the World Bank and has held a variety of leadership roles with global financial institutions including Goldman Sachs and Lehman Brothers.

Kathleen Greer is Founder and Chairman of KGA, a human resources services firm that specializes in employee assistance and work-life programs. She can be reached at greer@kgreer.com.

Allison Brecher is the general counsel of Vestwell, a digital retirement platform that streamlines administration and management of retirement plans.

John Finneran is the senior product marketing manager of financial services at Sinequa. He is responsible for go-to-market strategy and designing industry-specific use cases and solutions.