Banco Popular de Puerto Rico

Ross Delston is a lawyer, expert witness and former banking regulator specializing in AML matters.

Betsy Branagan leads the reserving and claim analytics function at Xceedance. She has over 30 years of experience in traditional actuarial roles of reserving and pricing as well as expertise in leadership, strategy, data management and organizational change.

Prior to joining Xceedance, Betsy held the position as the Appointed Actuary for Plymouth Rock Assurance Company. She managed the loss reserving and pricing functions, led the integration of data from acquired entities, and implemented new reserving tools and processes. Betsy has held leadership roles at Hanover Insurance Group, Arbella Mutual Insurance Company, AIPSO, and on a number of industry committees.

Betsy is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries. She holds a master’s degree in business administration from Indiana State University’s Kelley School of Business and a bachelor’s degree in Mathematics from Clark University.

Nancy Burner is the founder and managing partner of Burner Law Group, P.C., a boutique law firm concentrating in the areas of elder law, estate planning, trusts and estates and real estate, serving clients from New York City to the East End of Long Island. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 14 consecutive years, she has been named as a Super Lawyer in the field of elder law. In 2020, she was named as the Long Island Elder Law Attorney of the Year by Best Lawyers, a national publication.

David W. Karr is the chairman of Equitable Advisors and a member of the Equitable Operating Committee. He leads a highly trained and experienced team of financial professionals in leveraging the reach of Equitable Advisors to provide clients with wealth management, insurance, estate and wealth transfer, and executive and corporate benefits services.

As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing

Cole Winans is the CEO and founder of Flyreel, an AI solution for residential and commercial property insurance carriers. Winans is a self-taught technologist and entrepreneur that launched and sold his first technology business at age 14. Prior to Flyreel, Cole developed and deployed over 100 successful enterprise and consumer software products and applications. Cole’s expertise extends into Mobile Technology, Artificial Intelligence, Computer Vision and Cloud Application development.

Emily VanVleet is a partner and the tax operate transformation leader for Deloitte Tax LLP. She has more than 20 years of experience in tax consulting, strategic process design and practical approaches to tax transformation.

Bryan Cannon, CFP, is CEO and chief portfolio strategist at Cannon Advisors. A seasoned stock market technical analyst with over 25 years of investment and financial planning experience, he serves as the host of Markets ‘N5, a biweekly video series focused on analyzing market trends based on technical analysis. Cannon’s career covers a diverse range of investment and securities experience, ranging from financial and estate planning for high- and ultra-high-net-worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.

As Chief Technology Officer of CoTé, Rudi has the unique opportunity to set the strategical road map for our ridiculously clever cloud platform virsaicTM and assist organizations in formulating their Digital Customer Experience strategy leveraging our extensive industry knowledge and our unique cloud platform.

Working within the Information Technology sector, Rudi has successfully fulfilled Enterprise Architecture, Solution Architecture, Senior Analyst, Technical Team Lead and Application Programmer roles. These roles have varied throughout the Investment, Agricultural, Manufacturing, Insurance, Financial Services, Government sectors and Mining.

Steve Cook, Managing Director and Head of ETFs for Harbor Capital Advisors, led Harbor’s entrance in the ETF marketplace and oversees the firm’s development and launch of ETFs. Throughout his career he has worked on the successful launch of thousands of ETFs around the world, including the Nasdaq 100 QQQ fund in the late 1990s.