Banco Popular de Puerto Rico

David Venard is the president of the Bayview Services Group in Long Island, NY.� He is an enrolled agent, admitted to practice before the IRS, and a member of the National Association of Enrolled Agents and the National Association of Tax Preparers.� He is also a Certified QuickBooks ProAdvisor and a national speaker and author with the Intuit Trainer and Writer Network. Additionally, he is a Certified Small Business Advisor with Corelytics and a Concur Platinum Advisor.� David has a bachelor�s degree in Accounting and a master�s of human resource management.Over the past five years, David has transitioned his traditional brick-and-mortar business model into a virtual, cloud-based practice. His company, Bayview Services Group, Inc. combines over 37 years of accounting, tax and business experience with state-of-the-art technologies and communications to provide efficient, expert solutions to businesses and individuals. Current technologies assist with providing clients fast, simple and accurate solutions to managing their businesses while eliminating distance and locality as a constraint on the company�s ability to serve clients. Bayview Services Group, Inc. provides a wide array of professional services to small businesses and individuals. These include tax preparation and resolution services, bookkeeping and accounting services, systems and software solutions for businesses, payroll services, and a variety of training services.Bayview Services Group is family-owned and operated, serving clients across the country from New York to Hawaii.�

Phil Cunningham is CEO of Advicent, an enterprise technology solutions provider.

Michael Pagano serves as executive vice president and chief compliance officer at 1st Global. As such, Michael works with the company and its affiliated financial advisors to provide regulatory compliance oversight, strategies and management. Included in his responsibilities is the supervision of both the licensing and compliance departments' staff, performing due diligence, handling regulatory audits and maintaining overall corporate quality assurance.A lawyer and Certified Regulatory and Compliance Professional, Michael has extensive experience in FINRA, SEC and insurance industry regulation. He has worked inside three national financial services entities, ranging in size from 325 representatives to 2100 representatives, catering to financial planners and insurance professionals. Prior to joining 1st Global, Michael worked for a prominent financial services firm where he served as chief compliance officer, promoting and enforcing compliance for field and home office business practices.Michael received his Juris Doctor from The University of Miami School of Law. He also holds a Bachelor of Science degree in Business Administration and Marketing from the University of Connecticut. In addition, Michael is a registered representative and has passed the FINRA Series 4, 7, 24, 53, 63 and 65 examinations.

As a partner, Mike has over 30 years of experience in providing accounting, auditingand consulting services to clients in the construction, real estate, manufacturing,distribution, technology and professional service industries. He serves in an advisoryrole on many of the firm’s engagements. He serves as BlumShapiro’s partner-in-charge, Southern Connecticut.Mike received a Bachelor of Arts in Economics from the College of the Holy Cross in 1974 and a Master of Business Administration in Accounting from Rutgers University Graduate School of Management in 1975. He was licensed as a Certified Public Accountant in 1979. Mike has been associated with Price Waterhouse & Co. and KPMG Peat Marwick. He joined Nishball, Srebnick, Zaluda and Carp., P.C. as an audit manager in 1979 and was admitted as principal in 1983. He served as managing principal of Nishball, Carp, Niedermeier, Pacowta & Co., P.C. from 1994 until the firm’s merger with BlumShapiro in January 2009.

Gail Perry is a CPA, financial journalist, and the author of 30 books on financial software, taxes, and personal finance. She is the managing editor for AccountingWEB, a practicing tax accountant, and an instructor.

Eric Majchrzak is the Marketing Director of Buffalo, NY-based Freed Maxick & Battaglia, CPAs, a “Top 100” largest CPA firm in the U.S. He is a Board member of the national Association for Accounting Marketing (AAM) and Past-Chairman of AAM’s website committee. He has 20 years of experience in marketing, media and sales. Eric drives revenue for his Firm by leveraging integrated marketing strategies that include traditional and new media, including search engine marketing and social media.He was named one of Accounting Today’s “Top 100 Most Influential People” in 2010. He was also named one of Buffalo, NY's "10 People to Watch in 2010" by the reporters and editors of Buffalo Business First. He has been published and profiled in several accounting trade and business publications, including the CPA Practice Management Forum, AICPA Insider, Accounting Today and the Buffalo Business First. In 2006, he was honored nationally as the “Rookie Accounting Marketer of the Year” by AAM. In 2010, his Firm received national recognition for launching outdoor interactive digital Twitter and Facebook billboards in the Buffalo and Rochester, NY markets. Eric joined Freed Maxick in 2003. He is a 1991 graduate of Buffalo State College.