Banco Popular de Puerto Rico

Ed Jennings leads the Copanion team as President and CEO. Ed has progressively emerged as a voice in the tax and accounting industry, specifically in the areas of tax document automation, scanning, and the paperless tax workflow. He has been featured as a content expert in The CPA Technology Advisor, Accounting Today, and USAToday. He was also awarded The CPA Technology Advisor’s coveted 40 Under 40 award in 2009 and played an integral role in Copanion’s back-to-back Technology Innovation Award wins in 2008 and 2009. He is also a featured speaker at events hosted by the AICPA.Prior to his appointment as CEO, Ed served as Copanion's Senior Vice President of Sales and Marketing. Before joining Copanion, Ed was Vice President of Marketing at PTC, where he was responsible for all communication vehicles and go-to-market programs in multiple vertical markets. He was previously General Manager at Into Networks, where he led the expansion of the company's technology into the financial services market. He has held senior positions at AT&T, Qwest Communications and Broderbund Software. A graduate of Boston College, Jennings holds an MBA from the Kellogg School of Management at Northwestern University.

Lee Eisenstaedt brings more than 35 years of finance and operations experience to the clients of L. Harris Partners LLC.� Since co-founding the firm in 2010, Lee has served as COO for a top 50 accounting firm and surveyed/interviewed several thousand clients of CPA firms.� Prior to L. Harris Partners, Lee was COO for the Upper Midwest region of a top five accounting firm. Before that, he spent 21 years with the SC Johnson family of companies in the U.S. and Western Europe and six years with Baxter International.Lee is the co-author of the book �Wallet Share: Grow Your Practice Without Adding Clients,� which was published in May 2014.� He received his MBA from Northwestern University and his BA from Franklin & Marshall College. He has attended executive programs on marketing at Harvard, Wharton, and Northwestern Universities, and is a member of the Association for Accounting Marketing, and an associate member of the AICPA and the Illinois Society of CPAs.

Michael Downey is co-chair of the Accounting Focus Group at the national law firm Hinshaw & Culbertson, LLP. He represents and advises accountants in matters ranging from civil litigation and criminal investigations to partner terminations to compliance with the AICPA Code of Professional Conduct. Mike has presented on accounting ethics more than 40 times and has been quoted in the New York Times and appeared as a guest on NPR’s Talk of the Nation to discuss risk management and technology issues.Mike graduated first in his class from Washington University School of Law, where he now serves as an adjunct professor teaching legal ethics and law firm practice. He can be reached in Hinshaw's St. Louis office at 314-241-2600 or downey@hinshawlaw.com.

Allen Calhoun oversees the development, editing, and updating of BNA Tax & Accounting products in the business entities and tax accounting area. He is responsible for managing the updating of approximately 60 Tax Management portfolios. His Degrees, Honors, and Other Distinctions Include: B.A., Literature & History, Washington University, St. Louis, MO (Magna cum Laude), M.A., Exegetical Theology, Covenant TheologicalSeminary, St. Louis, MO (Summa cum Laude)M.A., Comparative Literature, Indiana, University, J.D., University of Notre Dame Law School, LL.M., Taxation, Washington University School of Law, St. Louis, MO (Gary I. Boren Memorial Award)

Business Owner: Sedita Kilton & Company, Certified Public Accountants, P.L.; Sedita Kilton Life & Wealth Management, LLC; Coldwell Banker Dolphin RealtyGraduate of: University of South Florida, Tampa, Florida -B.A. in Accounting,p>Designations: Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (CFP®), Personal Financial Specialist (PFS)Licenses: Series 7; Series 66; Life, Health and Variable Annuity; Florida Real Estate Sales PersonOrganizations: First United Methodist Church of Plant City -various offices & committees; Plant City Toastmaster Club -Charter member, Able Toastmaster; Florida Institute of Certified Public Accountants -member, speaker; American Institute of Certified Public Accountants –member; Plant City Chamber of Commerce; South Florida Baptist Hospital Foundation –President; Plant City Boys and Girls Club -Board of TrusteesRecognitions: Outstanding Young Man Award, Plant City Jaycees, 1979; District Award of Merit, Gulf Ridge Council BSA, 1984; Outstanding Alumnus, Plant City Chapter USF Alumni Association, 1989; Rotary Foundation -Paul Harris Fellow

Rick is a Certified Public Accountant with over 25 years of accounting, taxation and business and industry management experience. In addition to currently owning his own full-service accounting and tax practice with ten employees, he is a former National Trainer with KPMG, LLP and has started and managed multiple successful business ventures. He is a QuickBooks® Pro Advisor and has been involved with the advisory council for Intuit Online Payroll (formerly Paycycle). When he is not assisting clients with their accounting and tax needs, Rick enjoys coaching his daughter’s nationally recognized softball team and spending time with his family in San Diego, CA.

Mont Levy, JD is a principal and investment advisor at Buckingham and CEO of BAM Advisor Services. He also sits on the executive committee for the firm.His background includes managing equity and bond portfolios, and he has worked extensively with numerous asset managers. He previously worked as vice president of finance and administration at Grand Center, Inc. — a not-for-profit real estate developer in St. Louis — and as a partner with Follman/Levy Acquisition Group.His civic contributions include serving as president of the Jewish Federation of St. Louis, Craft Alliance and the Jewish Fund for Human Needs, and he currently chairs Shakespeare Festival St. Louis. He served for many years as a member of the executive committee of the Forsyth School in St. Louis as well as other posts within the Jewish Federation of St. Louis, American Jewish Committee and many other not-for-profit boards.Mont was recognized by St. Louis Magazine as one of the “40 Under 40.” He was also recognized by the National Conference of Community and Justice for his role in the community.Mont holds his law degree from Washington University in St. Louis and is licensed to practice law in Missouri and Illinois. He holds a bachelor’s degree in political science from the University of Washington in Seattle.

Stephen A. "Tony" Batman is a visionary entrepreneur whose accomplishments have profoundly impacted the accounting and financial services professions. The AICPA has identified Tony as a "trail blazer" for his vision and entrepreneurial spirit concerning the future of the accounting profession. For 13 years in a row¬ - 1996 through 2008 - he was voted as one of the most influential accountants in America by Accounting Today magazine. In 2005 and 2006, he was also named by Investment Advisor magazine as one of the most influential people in the financial services industry. A true leader in the industry, Tony has established a successful financial services business development and resource partner to leading wealth management firms and is a frequent speaker to professional groups on a variety of financial services topics.Tony is chairman, chief executive officer and co-founder of 1st Global, a diversified financial services firm that is the business development and resource partner to leading tax, accounting and law firms. 1st Global works with these firms to provide comprehensive wealth management services to emerging affluent and affluent families, businesses, foundations, and other institutions. Through 1st Global, he has created innovative educational programs, advanced support services and cutting-edge technology tools that cater to the wealth management advisor.Tony is a Certified Public Accountant, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™. His professional memberships include the American Institute of Certified Public Accountants, the Texas Society of CPAs, the Institute of Certified Financial Planners, the Financial Planning Association, the Investment Management Consultants Associations, the Institute of Chartered Financial Analysts, the International Society of Financial Analysts, and the Association of Investment Management and Research. For 2004 and 2005, Tony served as Chairman of the Financial Services Institute. The Financial Services Institute is a membership association of broker/dealers and Registered Investment Adviser firms that serve registered representatives who are independent contractors. The FSI works for the success of its members through regulatory advocacy, conferences and education, peer networking and research. For 2006, Tony served on the board of directors of the FSI and served as chairman of its political action committee.Tony is a graduate of the University of Kansas and serves on the board of advisors to both its School of Business and its Accounting and Information Systems program. He is also an instrument-rated private pilot. Tony resides in Dallas, Texas with his wife of 26 years, Vicki.

Joe Woodard is an Advanced Certified QuickBooks ProAdvisor and Intuit Solution Provider with over 10 years of experience supporting clients who use QuickBooks. Since Joe began teaching QuickBooks 10 years ago, he has taught over 20,000 QuickBooks consultants across the country and he currently works state CPA societies and large CPA firms to present advanced QuickBooks instruction to accounting professionals and software consultants. Joe is the host of the Scaling New Heights conference and is also host and founder of The National Advisor Network.Joe Woodard has earned a unique, national reputation a trainer, consultant and author on Intuit-related topics. Joe regularly publishes articles as a freelance columnist for the Intuit ProConnection and QuickBooks ProAdvisor newsletters and he has a regularly, monthly column at AccountingWeb - an online magazine for accounting professionals. Joe periodically provides advisory services to Intuit regarding product development, project management, and Intuit's interaction with accounting professionals. In 2009, Joe self-published two technical manuals on QuickBooks: 100 QuickBooks Tips, Tricks and Workarounds, and Archiving QuickBooks Data Files. Joe is currently working on a book for release during 2010 called The Ultimate Guide to Troubleshooting QuickBooks Files and a technical manual on Method called The Official Method Solution Provider's Reference Guide.Joe has built two successful accounting software consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – The Woodard Consulting Group. In addition to consulting with small and medium sized businesses, The Woodard Consulting Group provides advisory services to CPA firms and other QuickBooks ProAdvisors/Intuit Solution Providers across the country -- helping them to better service their clients who use Intuit products.In 2009, Joe became the only Method authorized trainer for Method Solution Provider certification in the U.S. and the only Method recognized author of The Official Method Solution Provider's Reference Guide. Joe will host a series of Method Certification Boot Camps during 2010 to prepare professionals to provide Method consulting services to their clients. In 2009 Joe used the Method platform to develop Pendulum - an online timesheet application that integrates with QuickBooks.In 2006, Joe was also recognized in The CPA Technology Advisor's first annual 40 Under 40 recognition program as one of the tax and accounting profession's up and coming thought leaders who will help steward the continued evolution of technology in the practice.