Banco Popular de Puerto Rico

Paul Norr is a certified financial planner with Bucks County Financial Planning Group in Thousand Oaks, Calif.

Estate planning attorney Tracy Craig is partner at Mirick O'Connell and chairwoman of the firm’s trusts and estates group.

Dr. Natalia V. Smirnova is Assistant Director of Research and Education at the American Institute for Economic Research (AIER) in Great Barrington, Massachusetts. Among other assignments, she leads education initiatives of the Institute such as the Teaching the Teachers program, the internship program and the Women’s Financial Empowerment series.\nPrior to joining the AIER, Dr. Smirnova was Associate Professor in the Department of Business and Economics and Director of the Center for International Studies (CMSV – CIS) at the College of Mount Saint Vincent in Riverdale, NY. Her research focuses on issues of economic development of Russia and on the position of women in the labor force. With a research grant from the International Research and Exchanges Board (IREX) she travelled to Vladivostok, Russia, in 2010, to assess the opportunities for American business in the Russian Far East, and to appraise the position of Russia’s women in the labor market. She later was invited to the US Department of State to report her findings.\nDr. Smirnova has more than 20 years of teaching experience at the college level with areas of expertise in Economics and Finance. She received a Wal-Mart Teaching Excellence Award from the Association of Collegiate Business Schools and Programs (ACBSP) in 2007. Her research on the issues of pedagogy related to active learning techniques in Economics was presented at multiple national and regional conferences.\nDr. Smirnova was a Supervising Analyst in the New York City Mayor’s Office of Management and Budget (NYC OMB), where she utilized forecasting, cost-benefit analysis, and project valuation techniques for economic analysis of various programs and projects of the City of New York. She also participated in project development, personnel evaluation and management.\nNatalia received a Ph.D. in Economics from the University of Connecticut in 2004, an M.A. in Economics from Queens College\/CUNY in 1994, and Ph.D. equivalent in Statistics from the St. Petersburg State University of Economics and Finance (FinEc), Russia, in 1990.\nNatalia lives in Connecticut with her husband and three daughters 15, 13 and 6 years old.

Laura Kogen is vice president within the Practice Management & Consulting organization of Fidelity Institutional Wealth Services (IWS), a Fidelity Investments company and a leading provider of trading, custody and brokerage services to registered investment advisors, trust institutions and third party administrators. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.\nMs. Kogen assumed her current position in 2011 and is responsible for working with clients on defining their strategic direction and establishing roadmaps and action plans to achieve business goals, as well as defining their marketing and business development plans, talent management opportunities, and strategies to deepen client engagement.\nPrior to joining Fidelity in 2011, Ms. Kogen was the interim chief operating officer of Sand Hill Global Advisors in Palo Alto. In her role, she was responsible for supervising all non-advice based teams, including finance and administration, compliance, operations and client service. She also worked as senior vice president of the Wealth Advisory segment at Boston Private Financial Holdings where she worked closely with Boston Private affiliates on leadership development, defining and leading strategic initiatives, developing growth strategies, financial management, governance, marketing and sales program development, human capital and performance management. Prior to moving into financial services, Ms. Kogen spent 15 years in marketing and sales in software, telecom, and Internet based technology companies.\nMs. Kogen received an undergraduate degree in marketing from Rutgers University and an MBA from Babson College.

Mr. Miller has advised thousands of business leaders on transformational change for decades. Now he is helping individuals be more successful by getting serious about their happiness.