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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Harris counsels clients on a wide range of employee benefits issues, including the design and administration of qualified retirement plans, nonqualified deferred compensation arrangements, executive compensation programs, and health/welfare plans. Areas of particular expertise include 401(k) plans, ESOPs, and stock option plans, as well as group health and cafeteria plans. Stuart's work includes advice on the tax and ERISA implications (including COBRA rules) of all types of employee benefit programs.
March 16 -
Joanna H. Kim-Brunetti, Esq., is vice president of regulatory affairs at
Trusaic .March 16 - March 17
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Thomas Fischer is a global security advocate at Digital Guardian, where he plays a lead role in advising customers, investigating malicious activity and analyzing threats. With more than 25 years of experience, Thomas has a unique view on security in the enterprise with experience in multiple domains from risk management and secure development to incident response and forensics. During his career, Thomas has held varying roles from incident responder to security architect for fortune 500 companies, as well as industry vendors and consulting organizations.
March 20 - March 20
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Wood is in his 23rd year as senior vice president of government affairs for The Council of Insurance Agents & Brokers. He is annually dubbed one of the top trade association lobbyists in Washington by “The Hill” magazine. Wood spent his early career as assistant vice president of government affairs for the National Association of Professional Insurance Agents and served six years as press secretary and legislative director for Rep. Don Sundquist, R-Tenn.
March 20 -
David Isaacs is a CPA based in New York City. David's areas of focus include financial planning, as well as the taxation of individuals, partnerships, trusts, gifts, and foundations. David is a member of the AICPA, the NJSCPAs, and the NYSSCPAs, as well as an active member of the NYSSCPA’s Family Office Committee. David has a Master of Science in Taxation and a Bachelor of Science in Accounting from Bentley College.
March 20 -
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Amy Pitter is president and CEO of the Massachusetts Society of CPAs and a past commissioner of the Massachusetts Department of Revenue.
March 20
