Banco Popular de Puerto Rico

Jamie brings over a decade of small business and accounting experience and a seasoned perspective on the financial and technological challenges facing startups, small businesses and accounting professionals.Three years ago, Jamie started the US operations for Xero � driving 200%+ growth while scaling the team to over 150 employees across 5 locations. At the same time, Jamie launched many of Xero�s tier 1 partnerships including Google, Square, H&R Block and ADP. Before joining Xero, Jamie ran the North American business unit of accounting software provider Sage, where he grew the business to 500,000 small business customers.Starting and growing businesses is core to Jamie�s DNA. In fact, he co-founded a taxi-hailing application called TaxiNow that was subsequently sold to FastCab. Leveraging his entrepreneurial experience and passion for startups, he serves as the board director at the Small Business Web and regularly mentors startups through 500 Startups, the C100 and the McGill Mentorship Program.

Charles E. “Chuck” McCabe is Founder, President and CEO, of Peoples Income Tax, and previously Director of the H&R Block Mid-Atlantic and New York City Regions overseeing 200+ offices through 21 district managers. Chuck graduated Summa Cum Laude, with a B.S in Management & Social Sciences from Adelphi University and earned an Executive M.B.A. degree from Pace University where he completed all but dissertation toward a Doctorate in Management. He is a national speaker and author on tax practice management and has taught at several colleges. Chuck is founder and CEO of The Income Tax School, which licenses tax school systems to tax firms and provides e-learning nationwide, and he manages the popular LinkedIn Group, Tax Business Owners of America. Chuck was named one of the Accounting Today 2013 Top 100 Most Influential People.

Ron Loberfeld is Principal and Managing Partner of Abrams Little-Gill Loberfeld PC (ALL), a full service CPA & Business Advisory firm in Chestnut Hill, MA. ALL is recognized as a Fastest Growing Firm and Regional Leader in New England. As Managing Partner, Ron plays an integral part in driving the firm’s expansion and succession planning through M & A, instigating and orchestrating three downstream mergers with local CPA firms and acquiring two CPA practices in the past six years.As well as being a practicing Managing Partner, Ron is a seasoned M&A advisor, providing consulting, strategic planning and coaching services to CPA Managing Partners and firms across New England and out-of-state.An accomplished public speaker and panelist, he regularly addresses M&A challenges, issues and insights for CPA audiences at national and regional level conferences and CPA State Society round table forums. 

Ken is author of “The Expert’s Edge: Become the Go-To Authority that People Turn to Every Time” (McGraw-Hill) and four other books, hundreds of published articles and weekly blog posts and tweets. Chief Imaginative Officer (CIO) of his firm emerson consulting group inc., Ken transforms consultants, accountants, entrepreneurs, finance experts, attorneys and professional services professionals into “thoughtleaders,” thereby separating them the competitive pack.Ken has been interviewed by the New York Times, the Wall Street Journal, Fortune, Newsweek, Financial Times, Investors’ Business Daily, National Public Radio, CBS-TV, Writer’s Digest, the Boston Globe and the Atlanta Constitution, among others. He has been a columnist for the American Management Association and is a co-founder of the National Writers Union.A Certified Management Consultant (CMC), Ken speaks frequently to national and local business audiences and is an adjunct trainer at Harvard University and annual panel moderator for the Concord (MA) Authors Festival. A graduate of Alan Weiss’s Million Dollar Consulting College, he is a member of the CEO Club of Boston, the Association of Management Consulting Firms and the Institute of Management Consulting.A resident of Concord, Massachusetts, he also serves as a trustee of Thoreau Farm, Henry David Thoreau's birth house.

In this role, Nance manages all content, membership, marketing and business functions of iShade.com, an online accounting profession community and news source. Formerly the Publisher at Sift Media (AccountingWEB and Going Concern), Nance has been in the accounting world for nearly 20 years. Prior to Sift Media, Nance spent several years in banking, working with CPAs throughout the U.S.; later, he worked at RJ Pile LLC, a 40-person public accounting firm in Indianapolis.In addition to his time, efforts and dedication revolving around today’s dynamic accounting world, Nance enjoys traveling with his wife and two teenage children. A resident of Westerville, Ohio, Nance also writes the iShade blog: http://blog.ishade.com/

Glenn L. Friedman is co-managing partner and CEO of Top 100 Firm Prager Metis CPAs. He is also a partner in the advisory services and tax departments. He has been practicing since 1979. In 2013, his firm, Metis Group LLC, merged with another partnership, Prager and Fenton LLP to create Prager Metis. Prior to Prager Metis, Friedman started his career at an international law firm that specialized in foreign tax havens.

Abby Alhante is a Partner in the firm of Kurcias & Alhante CPA’s LLC located in Woodbury NY. He holds licenses to practice accounting, as well as the sale of Property & Casualty Insurance. Abby is the owner of DCAP Family Insurance Brokerage Inc., which is a retail Insurance Agency selling P & C Insurance products. Abby specializes in the commercial risk arena of general liability, and workers compensation coverage to the construction community.Abby has had experience participating in businesses of multiple industries. In addition to the Insurance and accounting professions, he also owned a retail food establishment which services the local community of Roslyn. They have undertaken various large vending and catering projects as well as event planning. He owned and ran food service operations as a vendor to the USTA. This organization was approved for operation of food services in the USTA circuit of tennis stadiums. He has served well over 2,500 people per day.His accounting practice is eclectic. They service clients in retail food operations, Manufacturing concerns, Real Estate, Race Horse owners, with a concentration in the Small to medium size contractors of the construction trade.Abby currently serves as treasurer on the board of directors of NCCPAP, Nassau Chapter.

Robert Brown has spent more than 30 years in public practice serving small to middle market companies and individuals in the areas of tax preparation, tax planning, estate planning, ,multi-state taxation, tax representation, financial statement preparation and management advisory services.Mr. Brown serves on the board of directors of the Nassau Suffolk Chapter of the National Conference of CPA Practitioners. He is a member of the American Institute of Certified Public Accounts, the AICPA Private Companies Practice Section, the New York State Society of Certified Public Accountants, and the National Conference of CPA Practitioners.

Greg is one of the most recognized and respected voices on technology within the accounting profession. He has a broad background in the field, having spent time in private practice, as an executive with a top-tier technology vendor and as an editor of a leading publication keyed to accounting technology.� He is also a sought-after speaker at trade shows and conferences.