Banco Popular de Puerto Rico

Joshua Verni is a New York CPA and a managing director with CFGI, assisting clients with the accounting for complex debt and equity instruments and other technical accounting matters.

Burt White is chief investment officer at LPL Financial.

Mark O’Toole is vice president of commodities and treasury solutions for OpenLink.

Joseph D. Rotman, CPA, MBA, is author of The Industry Accountant's Intelligence Briefing: Helpful Hints from the Trenches, a compilation and analysis of the most common accounting and spreadsheet mistakes and how they can be avoided.

Dom Esposito, CPA, is the CEO of Esposito CEO2CEO, LLC, a boutique advisory firm consulting with small and midsized CPA firms on strategy, practice management, mergers and acquisitions. Dom was voted one of the most influential people in the profession for two consecutive years by Accounting Today. He has written a book, “8 Steps to Great,” a primer for CEOs, managing partners and other senior partners, published by www.CPATrendlines.com. Reach him at desposito@espositoceo2ceo.com or (203) 292-3277.

Jeffrey Pretsfelder is a senior analyst with Thomson Reuters Checkpoint within the Thomson Reuters Tax & Accounting business.

Ted Needleman has been covering the world of technology for more than 30 years. He writes frequently on software, hardware, and technology-related subjects, and was previously the editor-in-chief of Accounting Technology.

Pat Connolly, CPA, is a tax partner at BlumShapiro, the largest regional business advisory firm based in New England, with offices in Connecticut, Massachusetts and Rhode Island.