Banco Popular de Puerto Rico

Mark Schwanhausser is JAVELIN’s Director of Omnichannel Financial Services. Mark strategizes how financial institutions (FIs) can track and serve customers across whatever channels they use, and provide a consistent, integrated brand and user experience. Mark helps banks and credit unions profitably enable customers to monitor and manage their money more intelligently through technology such as online banking, mobile banking, personal finance management, financial alerts, and technologies on the horizon like wearables.Mark led the development of JAVELIN’s Financial Journey Model, which builds digital banking on a foundation of 10 time-tested personal finance principles, and JAVELIN’s holistic segmentation, which enables FIs to prioritize their investments to serve the critical needs of the profitable Moneyhawks™, high-value Traditionalists, and up-and-coming Emergents. His other work in 2015 has focused on how banks and billers can turn off paper statements by closing the “digital commitment gap,” why digital account opening has reached a tipping point, and how FIs can use alerts and notifications to initiate daily “conversations” with customers.Before joining JAVELIN in April 2008, Mark worked for nearly 26 years at the San Jose Mercury News, mostly as a personal finance reporter writing about money and emerging trends in financial services and payments technology.Mark has a bachelor’s degree in journalism from the University of Missouri at Columbia and attended Antioch College. He lives in Pleasanton with his wife and has four children.

Sharon Allen, CFP, ATFA, has almost 25 years experience helping affluent families and individuals manage wealth. She also teaches at the University of Illinois' Financial Planning program.

Congressman Gregory W. Meeks is a senior member of the House Financial Services Committee, representing the 5th Congressional District of New York, including communities in Queens and Nassau counties.

Alyssa Cairns is a sleep research scientist for SleepMed.

Mary Anne Durall is senior vice president of strategy and corporate planning at SE2. As a key architect of SE2, Durall has been instrumental in making SE2 the company it is today. Combining deep industry knowledge with creativity and passion, she tackles some of the firm’s most intricate challenges. She leads all strategic corporate initiatives while also developing complex technical solutions for clients. During her distinguished career of more than 30 years, she has created ways to transform insurance company operations through effective business solutions. Her career began at Crown Life Canada, and she’s lived all over the nation, accumulating vast experience ranging from customer service to large-scale conversions.

Karla Friede is CEO of Nvoicepay.com, a provider of paperless accounts payable solutions.

Don Mal is CEO of Vena Solutions, a provider of corporate performance management software.

Joanne S. Barry, CAE, is executive director and CEO of the New York State Society of CPAs.