Banco Popular de Puerto Rico

Tom C. Davis, partner at Carr, Riggs & Ingram, LLC and President of Knowledge Concepts, Inc., has an extensive background in technology consulting. His consulting practice has reached over 2,800 accounting firms in the last 32 years of practice. Headquartered in Tifton, GA, the firm also serves the local community with Audit, tax consulting and technology integration services.Tom’s specialty in consulting with accounting firms on the implementation of computer technology has led to a national presence that includes regular contributions for Accounting Today, Accounting Technology, Tax Practice Management, CPA Software News, and other magazines and internet publications. He also serves on the Editorial Advisory Board for the CPA Technology Internet Advisor. Tom has written various articles on practice management, tax preparation and planning, workpaper software, accounting firm write-up software, the Internet, and other technology topics. He has served on committees and advisory boards for various AICPA, Georgia Society of CPAs, and CPA firm associations. In 1998 he was named as one of the top ten computer technology experts in the accounting firm field by Accounting Technology magazine. Tom was named one of the “Top 100 Most Influential People” by Accounting Today magazine in 2001 and 2002 and by CPA Magazine in 2006.Tom’s work has gone beyond the grass-roots level to the accounting software and hardware vendors. He has developed and presented training for CCH, CPA Systems, Creative Solutions, CPA Software, Network Systems, Futurus Team, Peer Software, Prentice Hall Professional Software, Microsoft, Symantec, and LAN Aces. On a consultation level, Tom has worked with various software vendors including CCH, Network Systems, New Horizons, ACL, PACS, Intuit, Navision, and CYMA in bringing product to the professional accounting market.Knowledge Concepts, Inc’s “FirmWorks” CRM application is the only integrated practice information system specifically designed for accounting firms. FirmWorks provides operation and strategic information in the areas of Service Management, Resource Management, Sales and Marketing Support, Firm Administration Automation, and more.Tom has made presentations for the American Institute of Certified Public Accountants, as well as the AICPA’s Technology Conferences on the topics of The Paperless Office and Knowledge Management. Tom has co-authored the “Guide to Paperless CPA Firm Administration” for the Association of Accounting Administrators. He has also presented for the Georgia, Florida, Louisiana, and Washington, D.C. Societies of CPA’s.

Brett Ferguson covers tax legislation for Bloomberg BNA. His beat includes coverage of the House Ways and Means Committee and the Senate Finance Committee and major changes being sought for the Treasury Department’s tax policies and Internal Revenue Service activities. His work appears in the Daily Tax Report and Daily Report for Executives. He has a B.A. in Economics and Journalism from Northern Illinois University in DeKalb, IL, and is the recipient of a Newsletter Journalism Award for Best Exclusive Story from the National Press Club in Washington, DC.

Julio is a founding partner at Axis Global Partners. He is a Sr. business consultant dedicated to managing Sage CRM and Business Intelligence engagements. Julio has over 29 years of business management software development and project implementation experience. He was a managing partner and founder of STE S.A., a Sage Pro and Sage Accpac ERP business consulting firm in Argentina and was responsible for the localization of tax and legal requirements for Sage Pro ERP in Latin America. Julio has performed numerous Accounting, Customer Relationship Management and Business Intelligence projects that include, among other things, integration, project management, scope definition and resource scheduling.Julio is a certified Sage CRM consultant since 2002 and has earned a CRM Professional Certification from Florida International University. Over the last 8 years, he has specialized in Microsoft SQL Server technologies applied in Data Warehouse & Business Intelligence projects and completed Kimball University’s Microsoft Data Warehousing in Depth certification.

Krysta Lyon serves as Marketing Director for Fuoco Group and is responsible for firm-wide marketing strategy including implementation of marketing campaigns, communication and public relations strategies and collateral for the firm and it’s 5 offices.Krysta is skillful at identifying new marketing opportunities and establishing corresponding marketing campaigns to generate growth and new business for the firm. She specializes in social media implementation; she has developed projects bridging traditional and new marketing concepts to enhance their image while taking the firm’s marketing program to the next level.

Roman Zaurovich Matatov is a Forensic Accountant and Business Appraiser, specializing in business and intellectual property disputes. Mr. Matatov’s practice also includes appraising intangible assets, intellectual properties and business interests; commercial and matrimonial litigation support; investigative accounting; and insolvency and reorganization work for troubled businesses. Mr. Matatov is engaged by clients to assist with disputes and valuations in various industries including animation, branded apparel, consumer electronics, food technology, hospitality, insurance underwriting, internet and traditional retail and wholesale, pharmaceutical development and manufacturing, real estate development, and telecommunications. He has been involved in several high‐profile and complex matters, including determining trademark damages related to billions of dollars of alleged infringing sales; valuing the brand and patented technology for a food technology company; calculating the destroyed value of several businesses affected by the September 11th terrorist attacks; investigating malpractice related to a “Big Four” audit of an international company; and tracing recoverable assets in connection with a wellknown, multi‐million dollar mortgage fraud. Mr. Matatov’s earlier diverse background includes private industry accounting and taxation for small businesses and entrepreneurs. Mr. Matatov frequently presents before professional associations and currently teaches M.B.A. students Principles of Forensic Accounting at his alma mater.

Andrea Parness, owner of A. Parness Company, a small CPA firm based in Belle Harbor, Queens, NY, has been in public accounting for over 30 years.� Her firm offers a broad range of traditional and non-traditional services including personal, corporate, and estate tax services, reviews and compilations of financial statements, and outside comptroller-ship services.� Prior to starting her own firm in 1985, she was a partner in a small CPA firm located in Great Neck, NY and worked as an internal auditor and financial analyst for a Fortune 500 company.She is a member of the National Conference of CPA Practitioners (NCCPAP) Nassau �Suffolk Chapter, the AICPA and the New York State Society of Certified Public Accountants (NYSSCPAS). She currently serves on the Long Island Tax Symposium Executive Committee.� She also services as a board member of the Nassau\Suffolk Chapter of NCCPAP� and the Education Foundation of the Nassau\Suffolk Chapter of NCCPAP.Andrea has been interviewed by NPR and NY1 regarding casualty losses and disaster prevention strategies for businesses. She continues to consult with local tax� practitioners, representatives of the NYS Small Business Development Centers and local business owners regarding various aspects of casualty loses and applicable grant and loan programs.Andrea received her B.A. in accounting from CUNY � Queens.� She is known for starting each day running on the beach and emailing out pictures of the sunrise.

Robert J. Chandler is the founder and acting President/CEO at Cloud9 Real Time, an accredited Managed Service Provider (MSP), application hosting company and licensed Intuit Commercial Host.Headquartered in San Diego, Calif., Cloud9 Real Time (http://www.cloud9realtime.com) helps companies adapt to doing business "in the Cloud" – utilizing the Internet as the network for outsourcing information technology (IT) and software application (e.g., QuickBooks) services.Robert is an acknowledged industry visionary, published author and leader in Cloud computing technology.Robert is a leading national advocate of modern bookkeeping methods that include universal Internet service with remote access to client files, outsourcing of bookkeeping work, automated bookkeeping systems and techniques, professional certification for all bookkeeping practitioners and Cloud computing advancements for an aging industry.As a former accountant, Robert has hands-on experience with Cloud technology and hundreds of software applications.Robert is the author of the recently published book “Together in the Cloud” (http://robertjchandler.com), an informative "How To" guide that offers readers insight into how businesses can implement and utilize Cloud technologies in order to bridge the gap between users, applications and IT. Robert is regularly interviewed on the topic of Cloud Computing for SMBs.He is a sought-after speaker for Accounting and Technology conferences nationwide, and is actively involved in moving the accounting industry forward with advancements in technology.Robert recently won the award under category "Expert" for the 2012 Small Business Influencer Awards produced by Small Business Trends and BlackBerry. The Small Business Influencer Awards honor those who are influential to small businesses in North America through the products, services, knowledge, information or support they provide to the small business market.