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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    Donald Ingram, CPA has his own accounting firm based in Plainview, NY.Donald is a Certified Public Accountant, Certified Information Systems Auditor � CISA, and holds a Life and Health License from the State of New York Insurance Department. In addition to the aforementioned, Donald is a member of the National Conference of CPA Practitioners � NCCPAP,where he has served as President of the Nassau/Suffolk Chapter. He is also on the Long Island Tax Professionals Symposium Committee, is a National Member of the Board of Directors and past Vice President, was Chair of both the National Nominating Committee and the Nassau/Suffolk Chapter, is theChair of the National Technology Committee, and the Chair of the Nassau/Suffolk Budget Committee, as well as participates on the Long Island Internal Revenue Service Liaison Committee. He is a member of the New York State Society of Certified Public Accountants-NYSSCPA, where he participated in the Managing Accounting Practices Committee and is on the 5K run/walk Committee. He is involved with the Institute of Management Accountants � IMA and the National Association of Tax Professional � NATP.Donald received a BBA in Accounting and a MBA from Adelphi University. In addition, he is a Vietnam veteran having served in the US Navy Submarine Service.

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    Robert Raiola is the Sports and Entertainment Group Manager with over 20 years of experience in both the public and private sector. He provides business management services, tax planning and business consulting to high net worth individuals and their families in the sports and entertainment industries. Over the years, he has worked closely with many small business owners on tax consulting and cash flow management.Robert is a graduate of Pace University with a B.A. in Accounting. He is a member of the New Jersey Society of Certified Public Accountants (NJSCPA), the American Institute of Certified Public Accountants (AICPA) and TIAG (The International Accounting Group), a worldwide network of quality accounting firms. He co-authored the AICPA book Winning Tax Strategies for Athletes & Entertainers and has lectured nationally on the topic. In addition, Robert was a founding trustee of the Chatham Athletic Foundation, an organization based in Chatham, NJ which is focused on promoting youth athletics and safety in athletics through public education programs. In June 2011, Robert received the Chatham Jaycees Distinguished Services Award for his work with the Chatham Athletic Foundation.

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    Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate�s Court practice, tax dispute resolution, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts.Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is a member of the Professional Advisors Committee of the Long Island Community Foundation and of the American Heart Association and has served as Chair of the Estate Planning Committee of the New York State Society of CPAs and as Co-Chair of the Tax Committee. Mr. Barnett is a frequent contributor to the New York State CPA Journal, The New York Law Journal, and other publications. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, generation-skipping, stock options, effective strategies for removing tax liens, proper utilization of the marital deduction and utilization of partnership elections. Mr. Barnett is the Assistant Dean of the Nassau County Bar Association�s Academy of Law and is Co-Chair of the Tax Committee. He is the President-Elect and an Executive Board Member of the Nassau Chapter of the New York State Society of CPAs and President of the Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners.Mr. Barnett received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor�s degree in accounting. Mr. Barnett holds a Master�s degree in taxation as the recipient of the highest dean�s award. Mr. Barnett is admitted to practice law in New York, Virginia and Washington, D.C.

  • Joel Lanz is the founder and principal of Joel Lanz, CPA, P.C., a niche CPA practice focusing on information assurance, technology risk management and security. Prior to starting his practice in 2001, Joel was a Technology Risk Consulting Partner at Arthur Andersen and was a Manager at Price Waterhouse. His industry experience includes Vice President and Audit Manager at The Chase Manhattan Bank and senior IT auditor positions at two insurance companies. He is also an Adjunct Professor in the School of Business at The State University of New York – College at Old Westbury. He is a member of The CPA Journal Editorial Board and serves as the chairman of the AICPA’s CITP credential committee.

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    Joseph Calamia II is a Senior Tax Specialist with Sales Tax Defense LLC. The firm specializes in sales, use, and transaction taxes. Joseph has been with the firm for over 5 years and has experience in multiple areas of tax representation. Areas of PracticeMulti-state sales and use tax consulting Sales and use tax audit defense Disputing Responsible Person Assessments Sales and use tax refunds and recovery Sales tax planning and research Due diligence reviews Payment Plans Voluntary Disclosure Agreements Nexus Studies Offers-in-Compromise Bulk Sales Filings Penalty Abatements Sales and Use Tax Checks Ups Representation before government revenue agencies and auditors Representing clients at Bureau of Conciliation and Mediation Services hearings

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    Jay Nisberg is an internationally known management consultant to the CPA community. Well known for his work in practice management, partnership issues and business development, he is a frequent speaker at MAP conferences around the world.His work encompasses consultation on the development of the firm by means of encouragement of growth in its individual members. He is also concerned with professional services marketing and executive coaching, including professional influencing skills and partner and staff attitudes as well as practice imaging. Jay's areas of expertise include partner retreats, marketing the firm's services, partnership agreements, client satisfaction surveys as well as mergers and acquisitions among CPA firms.His specialties are in performing as a consultant to partnerships and in designing partner-in-training programs for accounting professionals. His work has included acting as a discussion leader and professional development coordinator for the American Institute for Public Accountants and as a lecturer in accounting and management at several state and local societies as well as universities and colleges. Presently president of his own management-consulting firm, Jay has been consulting to CPA firms for over 30 years and has worked for national, regional and local practices.Jay has had extensive experience in strengthening partnership relations and firm management. He has been a consultant to numerous major corporations including General Motors, Corp., RCA Corporation and the White House. He is frequently quoted as an expert on accounting issues in such newspapers as the Wall Street Journal, Accounting Today, and Public Accounting Report. He is the author of two nationally known business reference books published by Random House as well as being the contributing author of the Guide to Buying & Merging CPA Firms section of the Practitioners Publishing Company’s Strategic Practice Issues Resource Series. Jay is also the coauthor with Gary Shamis and Marsha Leest of the recently publisher book, How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.Jay is the founder of the Accountants Financial Services Group which provides consultation to CPA firms on the financial services industry niche and is on the Editorial Advisory Board of CPA Practice Management Forum, CPA Managing Partner Report and CPA Financial Services Advisor.Jay’s passion is functioning as a strategic coach for CPA firm partners and other high potential individuals as well as facilitating retreats. Jay has published numerous articles for business journals and professional publications on accounting trends. For the past 20 years, Jay has been honored by Accounting Today, the leading industry magazine, as a member of the Top 100 Most Influential People in public accounting. Jay has been on this list longer than anyone else in the industry.

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    As founding principal of Hollinden | professional services marketing, Christine Hollinden, CPSM is passionate about helping professional services firms distinguish themselves from the pack. Her energetic and forward-thinking approach has earned her industry recognition and status as a sought-after marketing consultant and speaker.Prior to founding Hollinden in 1993, Christine�s career included serving as Director of Marketing for KPMG in Houston, Regional Communications Manager for Coopers & Lybrand, and Marketing Coordinator for Grant Thornton. She holds a Bachelor of Science in Business Administration from the University of Houston at Victoria, and a Master of Business Administration from Texas A&M University. She also holds the prestigious CPSM (Certified Professional Services Marketer) designation and is a Kolbe Certified� Consultant.Dedicated to her field, she served as an adjunct professor of marketing at the University of St. Thomas in Houston for over ten years and currently teaches Social Media for Business at Rice University�s School of Continuing Studies.

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    Art, a practical and results oriented professional services marketing leader, delivers more than just marketing and business development coaching and advisory services. He delivers an insider's perspective gained from working as a marketing director for two leading CPA firms, and also the global perspective from working with dozens of local, regional and national firms annually on the complex marketing and sales challenges they face. All told, his experience spans nearly 15 years in professional services marketing and sales.

    April 18
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    Jim Secord is the CEO of Kashoo: simple cloud accounting for small business via the web and the App Store's most downloaded iPad accounting app. A life-long technologist, his first computer was an Apple II+. This machine featured a game called Lemonade Stand which likely sparked Jim's obsession with small business accounting and software development at way too early of an age. Follow Jim on Twitter at @JimSecord or learn more at http://kashoo.com.