FINANCIAL ADVISORS CONGRESS
This event invites the world's most recognized financial experts to spearhead the conference. Effective and proficient speakers and panelists will teach the delegates specific strategies in building their network, growing their business or career, and driving their sales. Only Financial Advisors Congress has the ability to put together the CEOs, industry veterans and experts from other sectors in a great conference.
ATTY. CARL EDISON BALAGTAS
Chief Compliance Officer, Dot Connector, UP MBA, UP Law
Carl is a lawyer who enjoys the challenge of building things from the ground up and inculcating a “do the right thing” culture. He evolves the status quo by marrying compliance and privacy with business through strategy, leadership, & intuition all of which allows him to connect the dots and guide the company through the fine lines in between.
Carl obtained his elementary to post-graduate education from the University of the Philippines (UP) and he currently holds a B.A. Psychology degree and a Juris Doctor degree. Carl signed the roll of attorneys in 2016.
WARLIE ZAMBALES DIAZ, J.D.
Corporate Law, Estate Planning Law, Family Law, Immigration Law
Warlie primarily handles tax, commercial, and real estate litigation cases. He also handles labor and employment, criminal prosecution and defense, estate, intellectual property, data privacy, transportation and maritime, immigration cases, and special cases, including but not limited to registration, expansion, and tax incentive applications before Investment Promotion Agencies, primarily, the Philippine Economic Zone Authority and the Board of Investments.
ATTY. BON JEFFREY CALUAG
Corporate and Business Law, Family Law, Labor and Employment
He have core competencies in the area of general litigation, taxation, real estate transaction, construction (biddings and ppp projects) and immigration law. He had been in practice for more than 5 years. I had experience both in law firm and corporate setting. I have handled a variety of clients both individual and corporate (some of which are multi national corporations and foreign corporations).
VISITACION JAVIER AURELIO, MSc, PHRi™
Certified HR Professional/Consultant (Insurance Risk/Management/Paralegal)
HR Consultant and Labor Relations Strategist
A visionary, pragmatic, team player and results-oriented leader with almost fifteen (15) years experience in all facets of human resources in the aspect of people and project management, operations and business partnering. With proven accomplishments as labor relations strategist and as a CBA negotiator. Proficient in planning and organizing employee engagement activities, a strategic recruiter, a trainer/mentor, expert in customizing policies aligned to organizational goals or objectives, well-capable to undertake organizational analysis for organizational development and well-versed in Labor Code.
ATTY. JOSE MARIA DUHAYLONGSOD
Attorney, CPA, Lecturer
He is a practicing attorney, certified public accountant, and a partner in DJD Law. As such, he acts as counsel for clients in their business concerns as well as personal affairs focusing on legal structuring and tax compliance. Additioanally, he currently serves as a professor and a CPA reviewer handling topics on financial and managerial accounting, commercial laws, and taxation. He has also passed the exam of the 4th CTEP run and had been a graduate member of the RFP program.
ATTY. ERNESTO PEREZ
Estate planning attorney, Licensed real estate broker & PRC-accredited Lecturer in Real Estate
I help people solve their problems on real estate ownership, transactions and wealth preservation. I am an Estate Planner, Real Estate Attorney, Licensed Real Estate Broker in the Philippines & an accredited Lecturer/Speaker of Training Programs by the Professional Regulatory Board of Real Estate Service of PRC.
ATTY. FRANCIS LOPEZ
Attorney, UPLB BA Philosophy, LPU JD, UP Open University Data Protection Officer
My law experience consists of Taxation, Corporate registration and compliance, Family, Civil, Criminal, Labor, Data Privacy, Intellectual Property, Estate Planning and Settlement, Land disputes, Customs law, Commercial law, just to name a few.
I am a lifetime Member of both the University of the Philippines Alumni Association and the University of the Philippines Los Baños Almuni Association.
ATTY. FRANC JOSHUA ACBAY
Atty. Franc Joshua B. Acbay is a CPA Lawyer currently working in the Law Firm of E.B. Astudillo Law and Associates, Makati City. In 2010, he was an exchange student in Northern Illinois University for a youth leadership program sponsored by US Department of State. He finished his Bachelor of Science in Accountancy in Silliman University, Dumaguete City. He finished his Bachelor of Laws in University of San Carlos, Cebu City. He worked as a Senior Tax Associate in SGV & Company (Ernst & Young) for more than one year.