Banco Popular de Puerto Rico

Claude Boudwin, CPA devoted over 40 years to serving the needs of not-for-profit clients in the areas of auditing, accounting, consultation, corporate configuration, regulatory compliance, contract negotiation and strategy, personnel evaluations, etc. He was Chair of Massachusetts Society of CPAs Not-For-Profit Audit and Accounting Committee for 7 years and has developed many Excel macros applicable to everyday spreadsheet use as well as custom macros for specific applications. With 35 years of seminar presentations, Mr. Boudwin is an engaging and effective speaker.

Mark Stone is the Managing Partner of Sales Tax Defense LLC since 2006.� The firm specializes in Sales, Use and Transaction Taxes. Mark's work as a NY state tax auditor as well as a Tax Manager at several prominent accounting firms over the past 20 years has earned him a reputation as one of the top professionals for multi-state Sales and Use Taxes. He is frequently invited by various organizations to speak on Sales & Use Tax issues, and serves as an Expert witness testifying in tax court on behalf of clients. Mark is an adjunct professor at Long Island University C.W. Post.

Bill O�Connell serves as Vice President of Business Operations and Portfolio Management within the Global Security Organization for ADP, one of the world�s largest providers of business outsourcing & human capital management solutions.� Bill leads a global team responsible for all operational planning initiatives paramount to meeting ADP�s strategic objectives for security, privacy and risk.� �Bill�s expertise and experience includes his understanding of operational and financial planning coupled with extensive strengths in technological acumen and advancements. Bill has lead a number of initiatives that received industry awards of excellence and are considered best practice solutions. Two examples of his recognized work include a Trusted Platform Security Infrastructure initiative and the architecture of a Client Security portal. Both initiatives were recognized in industry as Projects of the Year by IDG�, and by ISE�.� Bill has been at ADP for 4 years.Prior to ADP, Bill lead his own consultant practice and also worked for Deloitte, building and executing on strategic information security roadmaps for CISO�s and CIO�s of global Fortune 500 firms. Previous to Deloitte, Bill held information technology leadership roles where he was instrumental in driving significant business outcomes that drove company growth, client experience and favorable brand recognition. Bill holds numerous security and technology certifications including CISA, CISSP, ITIL and PMP.In addition to his current responsibilities at ADP, Bill is a frequent presenter on information security and technology trends, presenting at several events and industry conferences including: FS-ISAC, InfoSec World, Accounting Today�s IT Forum and the CIO Forum. Bill actively participates with government organizations and industry partners to foster good security practices within the community.�� For the past three years, Bill has been a key contributor to the National Cyber Security Alliance, and has spoken to thousands of students ages 8 -18 about how they can stay safe while using technology.� In 2012, Bill created the Small Business Security Summit which educates small businesses on how they can protect their business from cyber security threats.� This forum connects small business owners with industry leaders in security, providing them the opportunity to ask questions about security concerns, arming them with the tools they need in order to protect their business.Bill is a graduate of the University of Maryland where he also holds an MBA.� Bill has many interests outside of his professional career that have taken him to over 30 countries.� He is a competitive athlete, having completed over 100 running and triathlon races, including seven marathons and the Ironman Triathlon.� Bill resides in New Jersey with his wife and two beautiful children.��

Tax Partner � Co-Director of Tax Department and Computer Department.� Over thirty-four years of a wide range of tax and computer experience.� Previous engagements include tax planning and compliance work for small individual clients up to large multi-million dollar companies. Former Tax commentator on the KSBW T.V. morning show.� Member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Founding Board Member-Christian Music Today, San Jose, CA.� BA,� California State University, Stanislaus, 1979. MBA (tax), Golden Gate University, 1984.� CITP, Certified Information Technology Professional, 2008

Marty McCutchen, CPA is a Certified Tax Coach located in the Dallas Fort Worth area. �His firm Marty McCutchen, CPA P.C., provides proactive tax and financial planning services to businesses and their owners. �Prior to starting his firm in 2006, Mr. McCutchen received is Bachelors in Science in Accounting from Auburn University in 1994 and was a manager at PricewaterhouseCoopers. �In addition to serving his clients, Mr. McCutchen has written a book on the Affordable Care Act, The Pocket Guide to Obamacare and has written many articles and columns that have been featured in The CPA Practice Advisor, CPA Technology Advisor, Intuit Proline Community and numerous state society magazines. �The CPA Technology Advisor name him 40 under 40 List in 2008. �Mr. McCutchen is a member of the American Institute of Certified Public Accountants, Texas Society of Public Accountants and the Amerian Institute of Certified Tax Coaches. �When Mr. McCutchen is not working, he enjoys spending time with his wife and 2 children. �

Carl Peterson, CPA, is Vice President of Small Firms at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession.In this capacity, he meets with small CPA firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. Peterson serves as the voice of small firms within the AICPA on standard-setting, regulatory and small business issues. He is responsible for ensuring AICPA initiatives continue to meet the needs of small firms.Carl is a licensed CPA and previously served as a managing partner at Peterson, Peterson & Associates, PLC, in Minneapolis/St. Paul, where he built its service and client base.Carl has a history volunteering within the profession, including having served as a member of AICPA Council and served as a member of the Accounting and Review Services Committee. In addition, he has served the Minnesota Society of CPAs as His leadership accomplishments with the MNCPA include having served as Chairman of the Board of Directors, as well as the Political Action and Legislative Affairs committees. In 2013 he was honored by the Society with their Distinguished Service AwardPeterson graduated from Kansas State with a BS in accounting.

Jennifer Warawa is Vice President and General Manager of Sage Accountant Solutions at Sage North America and leads Sage�s North American accountant business. Jennifer's passion is to partner with consultants, accountants and bookkeepers to provide solutions that make a difference in their business or firm, and support them in delivering an extraordinary experience to their clients. Prior to working with Sage, Jennifer owned her own firm for 12 years providing accounting, bookkeeping, and consulting services, software training, as well as business/ financial planning and marketing. In addition to being a regular speaker at accounting conferences, Jennifer was also listed as one of the �10 Tweeters Worth Following� by Accounting Today and is an avid blogger, which includes being a featured writer on the Virgin Entrepreneur website. Jennifer made the Accounting Today Top 100 Most Influential People in Accounting and CPA Practice Advisor�s Top 40 Under 40 lists consecutively for the last four years. In 2013, Jennifer was also recognized as one of the CRN Women of the Channel: Power 100 and one of the Top 25 Most Powerful Women in Accounting.

Robert has worked as a leader in the information technology field for 33 years.� Robert is an Independence consultant working for Wiss & Company. Robert spearheaded Wiss�s Outsourced Accounting practice�s migration to Cloud based Accounting systems including Intacct, Bill.com, and QuickBooks on line/hosting. Prior to Wiss Robert worked for Amper, Politziner & Matta as the CIO and was the CTO for EisnerAmper for 13 years. Implementing IT Governance Policies, outsourced business solutions and migrated the firms three data centers to a innovative private hosted cloud.�

Chris Lynch is the Director of Technical Services for Computer Logic Group, Inc.� �Chris served in the United Stated Marine Corps. After spending his time on active Duty he enrolled at New York Institute of Technology, during the same time he enlisted in the New Your Army National Guard reserve for another five years. Chris has spent the last fifteen Plus years working in the Information Technology Field, starting as a Help desk Technician for Premier Wine and Spirits. After they were purchased by Southern Wine and Spirits he was promoted to Network Administer. A few years Later he worked as the Operations manager for a VAR. His last position as It Department manager for Palm Bay Imports. His experience along the way includes building data centers, being on the construction teams for new offices to managing teams of 18. During his career Journey he has taking courses from MCSE, CCNP, Project Management and ITIL. He holds both MCSE to CCNP level Certifications.

Robert Springer, President and Owner of Computer Logic Group, Inc. .�Robert has 30 years of experience as a technology professional and advisor. Over that time, he has helped many companies and schools implement a wide range of technology projects, with a mission of helping people and businesses become more efficient, effective and profitable.As a business owner himself he understands the challenges that companies face and enjoys applying the proper balance of technology solutions to address these challenges and more importantly help fuel growth. Robert holds organization membership and training with some of the world's leading technology companies, including IBM, Dell, Microsoft, Apple and ASIS, as well as various educational institutions.� Robert was born and raised on Long Island, has raised two wonderful daughters and is very active in the community.