Banco Popular de Puerto Rico

Louie Rosalez is the Chief Marketing Officer, Chief Insurance Officer, and a Shareholder ofHonkamp Krueger Financial Services, Inc. He manages all facets of the Insurance Division,Marketing, and New Business initiatives for HKFS.Louie holds Series 6 & 63 Securities Licenses and is a Registered Representative withProEquities, Inc. He is a licensed Health and Life Insurance Agent. He holds the CharteredEstate Planning Practitioner (CEPP) designation. Louie is a multi-year qualifier for the premierMillion-Dollar Round Table’s Top of the Table demonstrating exceptional professionalknowledge, strict ethical conduct, and outstanding client service. He serves as Chair of the HKFSRisk Management Committee and as well as serving on the HKFS Management Committee.Louie earned a Bachelor of Arts Degree from Buena Vista College. He serves on multipleathletic boards and community foundations along with coaching baseball, football, softball, andvolleyball teams.Louie joined HKFS in July 1998.

Michelle is a savvy business advisor with deep knowledge of professional firm operations and excellent observational skills working exclusively with accounting, wealth management, and law firms. She provides practice management counsel, leads strategic and marketing planning processes, conducts 360 degree evaluations, and facilitates problem solving. As a Certified Professional Facilitator, she brings groups to ûa path of progress in a constructive manner.Her frank demeanor and sound understanding of how to help firms succeed, from a practical standpoint, earns Michelle recognition as a trusted authority and ûa valued resource. Her high©\traffic blog, Golden Practices (.com) is respected by leading advisors in the professional firm space as well as marketing experts across all sectors. On the forefront of innovative practice management strategies, she is a senior fellow of VeraSage Institute, the think tank for advancing the ûprofessions. And for her thought©\leadership, she¡¯s ûlisted among ten ¡°Most Powerful Women in Accounting¡± in Accounting Today (Oct 19, 2009 Issue).ûa path of progress in a constructive manner.Since 1999, Michelle has consulted internationally with more than 100 firms achieving results such as: doubling revenue, attracting top talent, effective web ûand social media initiatives, substantially increasing proposal results, new product development and launch, repairing service gaps, and strengthening firms' relationships with their clients.ûa path of progress in a constructive manner.Michelle is author of Social Media Strategies for Professionals and their Firms due for release soon (2010, John Wiley & Sons). She also developed a the AICPA's comprehensive social medial toolkit for PCPS Section members, available mid 2010. She's a frequent speaker for CPA and law firm associations, state societies, and organizations such as International Association of Business Communicators and Association for Accounting Marketing.ûa path of progress in a constructive manner.She served multiple terms on the board of Association for Accounting Marketing (AAM), led several committees, founded AAM's first discussion list, and was 2001 Volunteer of the Year. She's a former board member of the International Association of Facilitators (IAF) and served as IAF's U.S. Regional Representative.Her 20+ year career includes leading the marketing ûdepartments of an 80-person CPA firm and a 400-person law firm. For 10 years prior, ûshe was an accountant in the headquarters of two public healthcare companies.A native of \ Orange County, California, Michelle transplanted to Missouri in 1990. She attended Irvine Valley College and Columbia College majoring in business ûwith a dual emphasis in marketing and management. She lives in St. Louis with ûher husband and three of her children - her eldest serves in the US Army.

Silvia Aguirre is co-founder and Principal of Tax Technology Services, LLC (TTS), where she has overall responsibility for the operational efficiency of the organization, as well as the tax knowledge base. Silvia has been instrumental in the development of new products and services, such as the popular CertCapture suite of services which is used by many leading organizations. Previously, Silvia served as an Auditor for the State of Texas, in their San Antonio and New York offices. After her audit career, Silvia served as tax manager for national companies in manufacturing, retail and technology industries.Silvia holds an MBA from the A.B. Freeman School of Business at Tulane University, a Graduate Certificate in State and Local Taxation from the University of Wisconsin, Milwaukee and a BBA in Accounting from the University of Texas.Her professional affiliations include:Strafford Publications Webinar Tax Advisory BoardAssociation for Computers and Taxation Program Committee, Membership Committee (2005 to 2008)Business Advisory Council Working Subcommittee Good Faith for Exemption Certificates

Sonny Grover is a Sr. Managing Director and Executive Vice President based out of alliantgroup's New York City office. He is a Certified Public Accountant with more than 20 years of experience providing tax, mergers & acquisitions, structuring, and operational consulting to corporations, partnerships, and individual business owners throughout the world. Previously, Sonny was a Tax Partner at Deloitte & Touche, LLP, where he managed a national consulting practice and a team of 30 professionals in 12 cities. Prior to Deloitte, Sonny was with Arthur Andersen. Sonny is a graduate of the University of Texas at Austin with his BBA & MPA (in tax).

Mark is Vice President � Firm Services & Global Alliances at the AICPA. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups.

Brian Andrews is the Vice President, Customer Experience & Business Excellence for Intuit’s Accounting Professionals Division (APD). Among other responsibilities, Brian is responsible for ensuring APD is delivering extraordinary customer experiences. Brian represents Intuit at the NPS Loyalty Forum, a group of world class companies focused on improving customer experiences and building loyalty, and provides guidance to Intuit’s CEO.Prior to his current role, Brian led the Product Management function. His innovation work as the PM leader was recognized in key industry publications, Time, and BusinessWeek. Brian joined Intuit as the Process Excellence leader, where he was an early champion in the adoption of the Net Promoter approach.Prior to Intuit, Brian played a senior leadership role within the Quality & Customer Satisfaction function for Compaq/Hewlett-Packard for five years. He led efforts for the $6B Commercial Desktop Division and for Global Accounts.Brian earned an MBA from Purdue University and spent 9 years in management consulting, including stints with Coopers & Lybrand, the American Productivity & Quality Center, and his own firm. Brian helped transform numerous companies; some going on win the prestigious awards – the Malcolm Baldrige National Quality Award, the Deming Prize, and the Shingo Prize.

David has been in the accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions: agent, trainer, speaker and technical chief. He received his CPA and a Master's in Taxation from Long Island University's CW Post College. He was an accounting professor at Suffolk County Community College in New York for over 15 years. He is well-known as a speaker and thought-leader in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management and workflow management.In 2011, he was the recipient of the 'On the Edge' Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.In 2012, he received the Brand Ambassador Award from Enterprise Worldwide.

Eric founded SmartVault Corporation in November of 2007, and currently serves as the company's Chief Executive Officer. As founder, Eric has made it his personal mission to deliver a simple, low-cost, paperless, SaaS solution to small businesses using QuickBooks®. He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.Prior to SmartVault, Eric founded and served as CEO and Chairman of BindView Corporation, a leading supplier of security management software solutions. Under his management, the company successfully evolved from a privately funded software development group through a successful IPO, and the ultimate sale of the company to Symantec Corporation in 2006.Eric is also an active member of the executive boards for the Holocaust Museum Houston, Teach for America, and the Houston Technology Center. He provides philanthropic support to arts, health care, and educational organizations.

Joel Sinkin is the president of Transition Advisors, which exclusively consults on mergers & acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen hundreds of transaction closings working with firms from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients. Joel has had dozens of articles published on this subject and the AICPA just published his third book: CPA Firm Mergers & Acquisitions, How to Buy a Firm, Sell a Firm and How to Make the Best Deal. In 2012 & 2013 Accounting Today named Mr. Sinkin one of the top 100 most influential people in accounting. Reach him at (866) 279-8550.