Banco Popular de Puerto Rico

Rob Dixon is head of product and business development for CPI Card Group.

Kevin Rhode, CPA, is a principal in the Bonadio Group.

Kristin Utler is the vice president of compensation, benefits, HRIS, and payroll at CSAA Insurance Group.

Tom Fowler is president of the Fowler Financial Group and has more than 30 years of experience assisting owners of closely held corporations in business and estate planning.

Wes Bricker is vice chair and U.S. Trust Solutions co-leader at PwC US. He previously served as the Securities and Exchange Commission’s chief accountant beginning in 2016. He returned to PwC in July 2019, where he previously served clients in the banking, capital markets, financial technology, and investment management sectors, and served as a member of the firm's National Quality Organization. His responsibilities in his current role at PwC encompass audit quality, business development and portfolio strategy, human capital, diversity, innovation and technology.

Cathy Rowe, CPA, CA, is director of technology product management for audit solutions at Wolters Kluwer.

Nicholas Park is a senior account manager at Corporate Synergies.

PJ Patel is co-CEO of Valuation Research Corporation and can be reached at ppatel@valuationresearch.com or (609) 243-7030.

Roland Chan is the founder and CEO of FindBob, an enterprise platform accelerating transition behavior for insurance and financial service companies by focusing on the needs of agents and advisors and empowering the enterprise with a talent management operating system to protect and grow their book of business.