Banco Popular de Puerto Rico

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries. Since 1990 Ms. Osborne’s efforts have been focused primarily on helping the accounting profession develop and deliver business advisory services. As co-developer and primary instructor for the CPA Performance View program, endorsed by the AICPA, she has worked with a large number of accounting firms of all sizes. You will find her credits in the Journal of Accountancy, Accounting Today, Inside Public Accounting, Accounting Web, State Society and many other professional publications. She is co-author on the book, “Strategic Benchmarking for Value” published by Wiley and Sons.She is fluent in the Behavioral Assessment arena with certifications in DISC, PIAV, and Trimetrix. This knowledge, coupled with her engaging facilitation style has helped many organizations resolve conflict, build effective teams, and advance to higher levels of performance.Ms. Osborne is a highly regarded professional facilitator for Retreats, Planning, and Team Building Events. She has studied and effectively applies both Graphic Facilitation and Group Facilitation Methods that take any gathering to a higher level of cooperation resulting in lasting change. Some call her a Change Agent, others refer to her as a Mentor and Coach. Whatever hat she is wearing, she has a significant impact on those she works with.

Gian Pazzia, CCSP, is a principal with KBKG who oversees the firm’s Cost Segregation practice and is a subject matter expert on the tangible property “repair” regulations. He is a past president of the American Society of Cost Segregation Professionals and has held a seat on their board of directors since 2007. He has served as an expert witness for cost segregation matters before the IRS. Prior to KBKG, he's been with two of the Big Four firms and has been an instructor on these topics for numerous CPA associations.

Mr. Zey is the President and CEO of Zey Insurance Group, an estate and life insurance planning firm in Los Angeles, CA. Since 1982, Mr. Zey has been working with CPA and law firms, offering comprehensive financial planning services to their clients.Zey Insurance Group's practice consists primarily of estate and charitable planning, wealth transfer and business uses of life and disability insurance, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning, retirement planning, expert witness services, and medical insurance consulting.Mr. Zey has been a frequent speaker on the subjects of financial, charitable, and estate tax planning, ESOPs, executive compensation, disability and life insurance planning, and asset protection planning to various professional groups of attorneys, doctors, Certified Public Accountants (AICPA and California Society of CPAs), and insurance producers. Topics include actuarial arbitrage in estate and charitable planning, asset protection planning, managing client relationships and expectations, spilt dollar, life settlements and premium financing, life insurance issues, and divorce.Mr. Zey is a graduate of the University of California at Los Angeles with a BA in Russian Literature and Linguistics. He is an MSFS (Master of Science in Financial Services) from the American College in Pennsylvania, CFP® (Certified Financial PlannerTM) from the College of Financial Planning in Denver, Colorado, CLU (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), CAP® (Chartered Advisor in Philanthropy), and an AEP (Accredited Estate Planner).Mr. Zey has been involved with a wide range of professional affiliations, including the National Association of Life Underwriters, West Los Angeles Life Underwriters, the Los Angeles Chapter of the National Association of Insurance and Financial Advisors (where he served as director), Planned Giving Round Table of Southern California, Western Region Estate Planning Council, National Association of Estate Planners and Councils, and the California Society of Certified Public Accountants and currently holds FINRA licenses 6, 7, 63, 65, and 24.He enjoys playing chess competitively, Krav Maga, and kickboxing.

Ivan Sotomayor has over 30 years of international experience in auditing, assurance services, consulting, and general accounting issues. Over the years Mr. Sotomayor has worked on various global projects and his reputation has led him to be chief consultant to the World Bank headquartered in Washington, DC. As the World Bank’s advisor, Mr. Sotomayor had directed many projects in financial transparency reporting and audit firms’ quality control monitoring throughout Central and South America, Africa, Asia, and the Middle East. In addition, Mr. Sotomayor has been engaged by the World Bank in Quality Assurance Projects that involved the preparation and development of a system of quality control and financial statements reviews for audits of public entities on an international scale.In 1991 Mr. Sotomayor formed Sotomayor & Associates, LLP. From its inception, Ivan and his partners have been dedicated to provide accounting services of the highest quality to its clients. Because of their commitment, the firm is now a leading international mid-size CPA firm. Currently there are two offices located in Pasadena, California and Santo Domingo, Dominican Republic.In 2006, he was appointed technical advisor on accounting and auditing to the US Trade Representative for the US Department of Commerce and to the International Qualifications Appraisals Board, a joint committee of the National Association of State Boards of Accountancy and the AICPA to review and recommend reciprocity requests for professional accounting organizations throughout the world and the USA. Mr. Sotomayor is an advisor to the editor of the Journal of Accountancy and has been published in numerous industry journals as well as guest speaker in many global accounting conferences. Ivan attended Golden Gate University in San Francisco and earned his Master’s in Business Administration and a Bachelors Degree in Economics from California State University Los Angeles.

Michelle Baca is a member of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. She is a certified business and career coach and frequent speaker at conferences, association meetings and in-firm training engagements.

Michael Parness has been in the financial services field for over two decades serving in roles of Financial Advisor, Institutional Consultant, and Mutual Fund Services Business Development. Michael is currently a Managing Director at Oppenheimer & Co., Inc. in the role of National Director of the Professionals Alliance Group. Michael received his B.A. from Rutgers University in Economics and Psychology, and his M.B.A. from New York University’s Stern School of Business with concentrations in Finance and International Business. Michael also received his Certified Investment Management Analyst (CIMA) certification through the Investment Management Consultants Association (IMCA) at the Wharton School of Business. Michael currently resides in Wayne, New Jersey with his wife Diana and his three children.