Banco Popular de Puerto Rico

Kristen Carlisle is general manager at Betterment at Work.

Karen Koch, CPA, MT is a senior director in the Louisville, Kentucky, office of Source Advisors.

Amanda Pope is the director of carrier relations for ADP.

Matt Homer is executive in residence at Nyca Partners and former executive deputy superintendent of research and innovation at the New York State Department of Financial Services, where he oversaw the department’s efforts related to cryptocurrency.

Christina Robbins is director of strategic communications at Digitech Systems LLC with more than 20 years of information management marketing leadership experience.

Diane Schumaker-Krieg is a senior finance executive with over 30 years in leadership roles on Wall Street. She appeared for nine consecutive years on American Banker’s list of the 25 Most Powerful Women in Finance.

Dan Scholl is head of municipal finance for Wilmington Trust. He was co-head of municipal asset management for Schroder investments, and has worked directly for two governors, three state chief financial officers, and briefly served as deputy treasurer for the state of Delaware over the last 30 years.

Amy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance.

Kate Burke is the Head of Bernstein Private Wealth Management, overseeing wealth advisors, client service, investment strategists and engagement. In addition, she is the chief operating officer of AllianceBernstein, responsible for overseeing all corporate functions of the firm, including finance, legal, compliance, internal audit, human capital, corporate and information security, operations and technology.

Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.