Banco Popular de Puerto Rico

“It’s not your father’s firm” takes on a whole new meaning where Jason Blumer is concerned. With an understanding of the big demographic shift taking place (from Baby Boomers to Millennials), Jason set his mind to re-inventing his firm’s traditional service model to one that “speaks to the up and coming entrepreneurial niche. Smart application of technology and best practices (and a somewhat bohemian dress code) has put Jason’s firm and management style on the map. He’s a mover and a shaker- mixing things up to break down the traditional mind set and emerge as a progressive, transformational leader within the profession.Jason is not only dedicated to moving his firm forward, but also to educating the profession at large. Standardized workflow and paperless processes have helped his firm increase efficiencies and better serve clients, and it is his goal to make other firms understand the immense value of change in these areas. As such, he has partnered with State CPA Societies and trade media to host educational webcasts on managing a next generation CPA firm. He talks about his own successes and details the methodologies behind his transformation to help CPA’s envision how to implement the right technologies and best practices in their own firms.Jason is a new-age thought leader, creating a fresh new mold for today’s CPA. In fact, his approach has been so successful that he has received his fair share of media coverage. Dedicated to educating the profession, he has also contributed several articles and operates a personal blog that focuses on how firms can harness technology and adopt a new mind set to better serve clients and take their firms to new and exciting levels.

I have adopted a unique approach to the service of my profession. The first is as a consultant to public accounting firms and to vendors seeking to serve those firms; the second is as Executive Editor of TheTechGap -- the country’s premier digital resource for content specifically created for the tax and accounting profession and for vendors who seek to serve that community; and the third, just to insure I stay completely current with the trials and tribulations of the practicing accountant, is as Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP.I was the Executive Editor of The CPA Technology Advisor, the country's leading print publication dedicated to the application of technology to public accounting until I left that post in 2009 to slow down. Formerly I was VP at Thomson Creative Solutions and Tax & Technology partner at LaFollette, Jansa, Brandt & Co., LLP. I served on the AICPA CITP Credential Committee (Chair), the National Accreditation Commission (ad hoc via the Credential CITP Committee), the Top Technologies Task Force, and the TECH+ Planning Committee.I completed my professional training at Augustana College . I am a CPA and a CITP and also a member of the AICPA Information Technology Division.I am a national speaker for CPA societies, industry groups, and computer user groups and have published hundreds of articles on financial services and computer systems management. I host dozens on webcasts every year and record a series of regularly scheduled, recurring podcasts.My wife, Kaye, and I have one grown daughter and choose to live in our hometown of Sioux Falls, SD.

Seth Fineberg is the technology editor of Accounting Today and editor in chief of Accounting Technology. He has been a financial/business journalist for the past 20 years and had served as associate editor for Accounting Today from 2002-2004. He had a post as Managing Editor of one of the first interactive advertising-focused publications and has written news and feature length articles for The New York Times, Reuters Newswire, AdAge Magazine, Adweek Magazine, iMarketing News, Fortune Small Business, CNNfn, B2B Magazine, Media Magazine, Accounting Technology, Revolution Magazine, Electronic Media, Video Business, and various ThomsonReuters and McGraw Hill Publications, among others. He has a Bachelor of Arts degree in English Literature from Ramapo College of N.J.

Adam founded Profitably after nearly a decade helping large organizations grow and improve profitability. As he says, “The patterns are so very similar across industries — we can automate this whole process and help so many small businesses do this.” Adam is a “data guy” at heart, at home with quantitative modeling and data management. He has cut his teeth with data optimization, normalization, and categorization algorithms and has written predictive algorithms for a variety of applications. Twice he has helped grow teams from around a dozen people to more than 50, so he also has an experienced eye for talent management during periods of high growth. Prior to Profitably: - Vice President at AlixPartners, the global leader in Turnaround/Restructuring - Head of Business Intelligence at Concentra, a software startup in London - Manager at A.T. Kearney, the global leader in operations-focused Management Consulting

Chris Frederiksen is one of the best-known and most highly-rated seminar leaders in the world as well as a consultant to accountancy firms worldwide. He is also a practicing accountant near San Francisco, California. His experience includes partnership positions with two international CPA firms and building several independent practices in the San Francisco Bay Area. As a consultant for the past twenty years, he has been helping small and medium sized accountancy firms achieve their goals of greater profitability and greater personal satisfaction for the owners. He is now committed to helping CPAs and tax professionals excel in financial services, strategic planning and other new service areas.For the past several years, Chris has been named by Accounting Today as one of the Top 100 Most Influential People in the Accounting Profession.� Earlier this year, he was inducted into the CPA Practice Advisor Hall of Fame.

Robert Bunting, Seattle, Washington, is the Chair of Moss Adams' International Services Group which provides tax, accounting, and advisory services to the Firm’s over 1,300 international clients. He also chairs the Sustainability Services Group. Bunting served as CEO of Moss Adams for 23 years before stepping down from that role in June 2004. Moss Adams is among the 11 largest accounting firms in the U.S. with 18 offices in Washington, Oregon, California, Arizona, and New Mexico.Bunting was President of the International Federation of Accountants (IFAC) from November 2008 until November 2010, after having served two years as IFAC's Deputy President. He also served on the IFAC Board and chaired the Compensation Committee, Nominating Committee, and the International Regulatory Liaison Committee. IFAC serves as the global voice of the accounting profession serving over 2.5 million professional accountants, and acting as the global standards setter for auditing, ethics, education, and public sector financial reporting.In his capacity as IFAC President, Bunting was appointed to a steering committee for the International Integrated Reporting Committee (IIRC) – established to help drive forward the creation of a globally accepted framework for accounting for sustainability.Bunting is also a past chair of the AICPA Board of Directors, completing his term as Chairman in October 2005.