Banco Popular de Puerto Rico

Shannon is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee.Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager atRoxbury Capital Management LLC. She was in charge of socially responsible investments for several years atRoxbury.\nIn addition to serving as president of Beacon Point Advisors, Shannon is also a founding member of and serveson the Board of the Beacon Pointe Women’s Advisory Initiative. Locally, she serves on the Board of the YoungPresidents Organization (YPO) for the Orange County Chapter and serves on the UCI Athletic Fund Board.Shannon has previously served as Vice Chairman on the Board of Directors for the National Network to EndDomestic Violence, served as a director on the Board of Miocean and has worked with the Friends of the GirlScouts Council of Orange County.\nShannon is currently an adjunct professor for the UCI Merage School of Business and also serves on the Investment Committee of Sisters of St. Joseph in Orange. \nShannon graduated from the University of California Irvine where she played Division I Volleyball and received her MBA from the UCLA Anderson School of Business. She is married, has four children and lives with her husband in Newport Beach, California.\n 

Instrumental in shifting the 35-year-old Minneapolis firm to a team-based model, Kim’s passion for an independent and comprehensive wealth management approach has helped elevate JNBA‘s profile nationally. Over the last several years Kim has focused on how to prepare the next generation of financial advisors and has been a guest panelist at industry events to discuss NextGen.\nSince joining JNBA in 2006, Kim has twice been named a Top 25 Woman in Finance by Finance and Commerce, and a Women in Business honoree by the Minneapolis\/St. Paul Business Journal. Kim is an active community volunteer and board member.

Melissa Ventrone, chair of the firm’s Data Privacy and Cyber Liability practice, focuses her practice on class action privacy litigation, privacy breach response (pre- and post-event), payment card industry (PCI) standards and investigation, and advising clients in identifying, evaluating, and managing first- and third-party data privacy and security risks. Melissa has represented numerous clients in litigation and arbitration, including in disputes related to privacy, invasion of privacy, contracts, consumer fraud, statutory claims and other matters, using her strong organizational and advocacy skills to obtain the best results for her clients.Melissa frequently advises clients on compliance with regulations and state, federal and international law. She serves as one of the leaders of Wilson Elser’s breach response team, quickly bringing lawyers, clients, and forensic and breach response vendors together to enhance response time and effectiveness. Melissa has handled numerous breaches for small and large corporations, including merchants, financial institutions, medical providers and educational institutions, successfully reducing public and regulatory scrutiny and protecting her clients’ reputations.Among her many leadership roles, Melissa has served in key positions as a member of the U.S. Marine Corps Reserve, including executive officer for a 329-person company forward deployed to Afghanistan. She is currently a reservist serving as the S-4 Officer with Combat Logistics Regiment 4, 4th Marine Logistics Group, Marine Forces Reserve. In her free time, Melissa volunteers as an ombudsman for Employer Support for the Guard and Reserve, acting as a neutral mediator assisting employers and service members in resolving employment-related disputes.\n 

Caroline Kollar is the Senior EPLI and Cyber Underwriter and VP for Edgewater Holdings, LTD. Edgewater Holdings was established in 1991 and has emerged as a recognized leader in the development and delivery of a stand-alone EPLI policy. Edgewater has also emerged as leading player in Cyber Insurance. Clients include large national restaurant chains and hotel chains.Caroline has been with Edgewater for the past 14 years. For the time, Caroline has focused on the EPLI market and the development of restaurant\/hotel programs. She recently spent 5 weeks in London with Lloyds of London syndicates for both EPLI and Cyber work and experience.Caroline is Secretary of the Employment Practices Risk Management Association (EPRMA) which was formed in 2005. EPRMA provides risk management services to members in both EPL through LaPointe Law and Cyber through Wilson Elser.Caroline is a life-long resident of Chicago and currently resides in the Lincoln Square neighborhood.\n 

Tom McDonough is Senior Vice President of Affinity programs for Risk Strategies Company. Affinity programs include Association based membership programs, Franchisor\/Franchisee based programs, and member benefits programs for Purchasing groups or Captive Insurance companies. Clients include large professional membership based associations, Labor Unions, and Trade Groups.\nTom has been in various leadership roles in the insurance industry for over 30 years. For the past 20 years, Tom has focused on the Affinity Programs arena, and has established many professional liability programs for Medical associations, Legal professional associations, and Financial Services associations.\nPrior to joining Risk Strategies Company, Tom was President of Hays Affinity Group, and prior to that, Sr. Vice President of Marsh Affinity Group, the Global Programs unit of Marsh & McLennan.\nTom serves on several Boards and Commissions both professionally and in local government.\nTom and his wife Meg, and two children, live in Lincolnshire, IL.  

 \nShauna Conley is Vice President of Risk Strategies Company (RSC), a leading national insurance brokerage firm.   Providing client-focused advice and service, she specializes in cyber, professional and directors & officers liability insurance.\nFrom a financial perspective, she analyzes exposures and delivers risk management and insurance solutions to public, private and not-for-profit clients nationwide.  Shauna negotiates and secures broad insurance coverages as well as aggressive premiums using ethical, technical negotiation skills. She challenges conventional terms by leveraging her expertise and understanding of the insurance marketplace both nationally and internationally. As a strong client advocate, she has managed numerous claims including allegations against financial institutions, hospitals, investment advisors, not-for-profits, publishers, etc.\nShauna leads loss prevention discussions and training sessions.  She also facilitates insurance-related contract rewrites and communications.  She currently serves as the risk manager for Loyola University of Chicago.\nPrior to RSC, Shauna built her risk management, underwriting and broker foundation with growth opportunities at multiple firms including the American Hospital Association, AIG and Aon.  She discovered her passion for customer service while subsidizing her undergraduate scholarship in Florida – working both on and off campus and especially at Walt Disney World.\nAdvanced degrees include an MBA and an Associate in Risk Management (ARM).  Shauna resides in Chicago with her husband and their seven-year old son.