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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Mark Mishler, MBA, CPA, CMA, is an instructor at
Kaplan Financial Education , powered by Loscalzo Institute.September 18 -
- September 27
- September 30
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Michelle Jackson is assistant vice president, regional market development at Unum, with an extensive background in workplace well-being issues.
October 3 -
Sheila Weinberg, CPA, is the founder and chief executive officer of Chicago-based
Truth in Accounting , a 501(c)(3) nonprofit organization that researches government financial data and promotes transparency for a better informed citizenry.October 8 - October 9
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Randy A. Fox, CFP, AEP, is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is currently the editor-in-chief of "Planned Giving Design Center," a national newsletter and website for philanthropic advisors. He is a past winner of the Fithian Leadership Award by the International Association of Advisors in Philanthropy. Reach him at
randyafox1@gmail.com October 15 -
Mark Gervase, director of product marketing for Bill.com, works with accountants and firms to grow their businesses and achieve efficiencies through automation and cloud technologies. He is a former CPA, has a background in financial technology, and holds an MBA and a B.A. from the University of California, Berkeley.
October 15 -











