Banco Popular de Puerto Rico

Paul McAdam is a Senior Director, Regional Banking in the Financial Services Practice at J.D. Power. He is responsible for syndicated and proprietary studies in the banking industry, including the U.S. Retail Banking Satisfaction Study; Canadian Retail Banking Satisfaction Study; Small Business Banking Satisfaction Study; and Credit Card Satisfaction Study. He also works with clients to help them gain a better understanding of how to improve the customer experience, with a particular emphasis on the regional banking segment.Mr. McAdam has more than 25 years of experience in banking and professional services. He has led dozens of research programs that have enabled leading U.S. banks and global financial technology companies to quantify market demand and measure customer experience.Prior to joining J.D. Power in 2016, Mr. McAdam was senior vice president of strategic thought leadership at Fidelity Information Services (FIS). There, he led a team that conducted domestic and global primary research of consumer expectations of banking providers. His team also published the corporation’s thought leadership magazine, which was delivered to more than 50,000 clients globally. His work at FIS touched retail and small business banking, wealth management, mobile financial services and emerging payments systems.Before FIS, Mr. McAdam was a Partner with eCom Advisors, a strategy consulting firm focused on helping clients optimize the delivery of banking and payment solutions through digital channels. Previously, he was with BAI, a Chicago-based professional association that provides research and training services to banking companies. His key role at BAI was managing director of research, where he led a team that launched retail and small business banking benchmarking programs that served 37 of the top 50 U.S. banks. He also served as editor-in-chief of Banking Strategies magazine. He began his career in financial services in retail bank branch management and customer service call center management at Household International.Mr. McAdam received a bachelor’s degree in economics from Augustana College in Rock Island, Illinois, and an MBA from DePaul University in Chicago.

Lisa Silverman is a managing director at K2 Intelligence, LLC. She specializes in multinational investigations in a variety of industries, many of which are highly regulated.

As Customer Experience Director for LEVEL5, Anthony is focused on transforming how community financial institutions create relationships with their consumers.A 20-year veteran of helping companies grow and improve performance, Anthony, and his firm LEVEL5 have partnered with hundreds of financial institutions across America to help them achieve their hopes and dreams. Their approach quantifies the business case for expansion, transformation, technology integration and consumer experience to generate revenue for their clients and optimize return on investment.Anthony is a recognized thought leader in Branch and Main Office Transformation, and is a frequent speaker and author on the topics of Retail Banking, Branch Strategy, Omni-Channel Delivery, and the Future of Branch Banking.

Jeffrey Cruttenden is the co-founder of Acorns. Jeff co-founded Acorns with his father, Walter, to radically simplify and democratize investing. While in college, Jeff realized that most of his classmates were not able to come up with the lump sum needed to meet minimum balance requirements. Acorns was hatched as an investment application to allow people to easily invest their spare change into diversified portfolios. Jeff graduated Magna cum Laude and Phi Beta Kappa with a B.A. in Mathematics from Lewis & Clark College.

Mary Mack is responsible for retail and small business banking at Wells Fargo. She and her team serve approximately 22 million retail banking households and 3 million small business owners. The organization provides financial services to customers through more than 6,000 retail branches and 13,000 ATMs in 39 states and the District of Columbia. Community Banking serves mass market, affluent and small business banking customers.Mary also leads the Business Strategic Planning, Analytics, and Initiatives Group and the Distribution Strategies and Services Group.Mary began her career with Wells Fargo in 1984 and has a broad mix of brokerage/advisory, banking and finance experience. She most recently held the position of President and Head of Wells Fargo Advisors, LLC, one of the nation’s largest full-service retail brokerage organizations. Prior to that, Mary led the Financial Services Group and was responsible for investment, advisory and banking products; the firm’s research and advice model; Financial Advisor (FA) recruiting, FA productivity and development and the client and FA platform. Over her 32 year tenure with Wells Fargo, Mary also held a variety of leadership positions including the head of Wealth Brokerage Services; leader of Wachovia’s Client Partnership; director of Community Affairs; General Bank regional president; and managing director of Healthcare Corporate Banking.A graduate of Davidson College in North Carolina with a bachelor’s degree in International Political Economy, Mary also serves on the college’s board of trustees. She is a past member of Civic Progress St. Louis and past co-chair of the St. Louis Regional Chamber’s Financial Forum. She also served on the executive committee of the United Way of Greater St. Louis, the board or executive committee for Johnson C. Smith University, the United Way of Central Carolinas, Junior Achievement, Childcare Resources, and the Arts & Science Council. She is also a founding member of the Foundation for Fort Mill Schools.Mary was named by Fortune magazine as one of the “50 Most Powerful Women in Business” for 2016. In addition, she was named among the “25 Most Powerful Women in Finance” for 2014 and 2015 by American Banker magazine and ranked among the top 20 “Women to Watch” in financial services by Investment News in 2015. She holds Series 7, 63 and 24 registrations.

Chris Dupuy is President of Focus Independence at Focus Financial Partners.

Jeff Kolesar is the senior vice president of group strategy and administration for Renaissance Dental. He has more than 20 years of experience in the insurance and employee benefits industry. Jeff oversees the national group sales and account management teams as well as develops sales and marketing plans to achieve new business objectives.

Brad McMillan is chief investment officer of Commonwealth Financial Network.

Dr. Sharar is chief clinical officer at Chestnut Global Partners.