Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

José Coignard

José Coignard

Je suis l'un des tous premiers Français à être devenu formateur professionnel avec ProKanban.org.

J'ai 20ans d'expérience dans différents domaines (Bancaire, RH, Data, Handicap etc.), principalement dans l'IT et la création de produit numérique. J'ai été développeur, maitrise d'ouvrage, chef de projet, manager et depuis une dizaine d'année Coach agile.

Je suis convaincu que l'optimisation du flux est essentielle pour la réussite d'une entreprise et pour l'amélioration des politiques RSE.

J'adore transmettre mes connaissances et faire grandir les autres, alors rejoignez moi dans l'une de mes formations.

Je suis l'un des tous premiers Français à être devenu formateur professionnel avec ProKanban.org. J'ai 20ans d'expérience dans différents domaines (Bancaire, RH, Data, Handicap etc.), principalement dans l'IT et la création de produit numérique. J... Show more

Stefan Grasmann

Stefan Grasmann

Stefan Grasmann is an independent voice on digital assets and the new financial system. He advises financial institutions and Web3 companies on digital-asset strategy, serving as the bridge between the two, after 23 years at Zühlke, most recently as Partner, Chief of Blockchain and Group Head of Thought Leadership.

A hands-on crypto and DeFi user since 2017, Stefan is a frequent speaker and moderator at leading industry conferences, among them Point Zero Forum, the Singapore Fintech Festival and Frankfurt Digital Finance. He co-hosts the podcast Bitcoin, Fiat & Rock'n'Roll, writes the monthly newsletter Future settles here, and follows the intersection of digital assets and AI: agentic payments and machine-to-machine money.

Stefan Grasmann is an independent voice on digital assets and the new financial system. He advises financial institutions and Web3 companies on digital-asset strategy, serving as the bridge between the two, after 23 years at Zühlke, most recently as ... Show more

Francis Akol

Francis Akol

Francis Akol is a Software Engineer and Head of Engineering focused on building secure, scalable financial technology products. He leads engineering initiatives in digital payments while contributing to Africa's technology ecosystem as a Google Developer Groups (GDG) Jinja Organizer and community mentor. With experience spanning AI, cloud computing, web technologies, and payment systems, Francis regularly speaks at developer conferences, sharing practical approaches to building modern software that creates meaningful impact.

Francis Akol is a Software Engineer and Head of Engineering focused on building secure, scalable financial technology products. He leads engineering initiatives in digital payments while contributing to Africa's technology ecosystem as a Google Devel... Show more

Samuel Adekunle

Samuel Adekunle

Samuel Adekunle is a passionate software engineer and product builder with a track record of creating practical solutions that solve real, everyday problems. He is the founder of MyVista, a simple and elegant personal finance tracker that helps users automatically understand their earnings, spending, and money management. He also serves as the lead engineer for ChopGrub, a fast-growing food and grocery delivery platform that makes access to meals and essentials easier in Nigerian cities, and has been a key engineer on 1app, a leading fintech platform powering global payments, bill payments, and financial services for Nigerians.

Breaking the typical software engineer stereotype by actively engaging beyond coding, diving into marketing, sales, and business strategy. My goal is to contribute more holistically to any company I'm part of or ventures I'm building, ensuring I understand and impact every aspect of the business, not just the technical side.

Explore my software engineering journey in my portfolio: portfolio.techwithsam.dev.

Samuel Adekunle is a passionate software engineer and product builder with a track record of creating practical solutions that solve real, everyday problems. He is the founder of MyVista, a simple and elegant personal finance tracker that helps users... Show more

Stacie Bacon

Stacie Bacon

Stacie Bacon is a Leader in Technology at Rocket, the nation's largest mortgage lender, which is based in Detroit, Michigan. She spent the first part of her 20+ year career writing software for various industries, including telephony and internet communications. While facilitating courses at a local college, Stacie realized her love for mentoring and educating others outweighed the joy she received resolving git merges or converting legacy systems into microservices as a developer. Thus, she reinvented herself as a technology leader. Today, she speaks around the country sharing her personal journey from programmer to servant leader and inspiring others to reinvent themselves. In a past life, Stacie wrote, directed, and helped produce a TV show pilot and hopes one day to make it to the big screen. You can follow her on Twitter @StacieBacon.

Stacie Bacon is a Leader in Technology at Rocket, the nation's largest mortgage lender, which is based in Detroit, Michigan. She spent the first part of her 20+ year career writing software for various industries, including telephony and internet com... Show more

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. Interested in everything data-related, he would like to share his passion and knowledge with the data community.

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. In... Show more

Reid Schmidling

Reid Schmidling

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. In his professional capacity, Reid specializes in consulting on IT processes to drive improvement and efficiency. In addition to his role, Reid is deeply involved in developing Power Platform solutions, integrating artificial intelligence, and advocating for enhanced end-user technology experiences.

Before transitioning into tech, Reid built a successful career in the finance industry. From broker and trader to consultant, where he assisted Financial Advisors in scaling and marketing their businesses, while also serving as a trusted expert in investments and strategy.

Reid is a proud graduate of Kansas State University, where he earned his Bachelor of Science in Business Administration specializing in Finance with a minor in Leadership Studies.

Outside of work, Reid enjoys spending quality time with his wife and son. He also enjoys the company of his dogs, Finley and Bentley, and enjoys the occasional lake trip, serving on nonprofit boards, reading, continuous learning, sharing knowledge, and working on side projects.

Four Colors: Green | Gold | Orange | Blue
Myers-Briggs: ISTP

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. In his professional capacity, Reid specializes in consulting on IT processes to drive improvement and effic... Show more

Cole Haddock

Cole Haddock

I am a seasoned Solution Architect with over a decade of experience in delivering technology solutions within the Non-profit, Medical, and Investment firm industries. My expertise spans a mix of consulting and industry-specific roles. In these positions, I have successfully designed and executed numerous projects involving Microsoft products, including Dynamics CRM for Sales, Service, and Marketing, as well as Office 365 Administration. Additionally, I have been actively engaged in the community, contributing my skills and knowledge to further our collective goals.

I am a seasoned Solution Architect with over a decade of experience in delivering technology solutions within the Non-profit, Medical, and Investment firm industries. My expertise spans a mix of consulting and industry-specific roles. In these positi... Show more

Yukti Lnu

Yukti Lnu

Yukti Lnu is a Lead Software Architect specializing in Agentic AI, AI/ML systems, cybersecurity, and cloud-native enterprise architecture. With deep expertise in .NET (Core/6+), C#, React, and Microsoft Azure, she designs and delivers scalable, secure, full-stack solutions that integrate machine learning models, LLM orchestration, and autonomous Agentic AI workflows into production-grade environments. Her work focuses on building intelligent systems that combine multi-model reasoning, secure API ecosystems, and Zero-Trust security principles to drive operational efficiency, risk intelligence, and data-driven decision-making—particularly within regulated industries such as insurance and healthcare.

A strong advocate for responsible and secure AI deployment, Yukti emphasizes governance, compliance alignment (including HIPAA and NIST CSF), model observability, and cybersecurity-by-design across all stages of development. She has authored and published research papers in AI/ML, fraud detection, graph-based analytics, and AI-driven cybersecurity, contributing to the advancement of applied artificial intelligence in enterprise systems. As an IEEE member and contributor, she actively engages with the professional community through research collaboration and technical discourse.

Beyond her engineering leadership, Yukti contributes to the broader innovation ecosystem as a keynote and panel speaker on Agentic AI, AI governance, and enterprise AI architecture, and as a national hackathon judge evaluating advanced AI/ML and cybersecurity solutions across U.S. institutions. She also mentors students through academic lectures and workshops, helping cultivate the next generation of AI engineers. Her multidisciplinary expertise across full-stack development, cloud infrastructure, cybersecurity, and autonomous AI systems positions her as a trusted voice in the evolving landscape of intelligent, secure digital transformation.

Yukti Lnu is a Lead Software Architect specializing in Agentic AI, AI/ML systems, cybersecurity, and cloud-native enterprise architecture. With deep expertise in .NET (Core/6+), C#, React, and Microsoft Azure, she designs and delivers scalable, secur... Show more

Shailesh Apte

Shailesh Apte

Shailesh Apte is a Director Solution Architect at Mercurius IT, specializing in Microsoft Dynamics 365 Business Central. UK-based, he is a Chartered Accountant (ACA, ICAEW; BFP, ICAEW) and a certified Project Management Professional (PMP); a combination that lets him work on both sides of a finance transformation: the system, and the standards it has to honor.

He writes bcforfinance.com, an IFRS-for-Business-Central series translating standards like IFRS 15, IFRS 16 and IFRS 9 into practical BC configuration, and speaks regularly at Dynamics user groups including D365PPUG UK, focusing on where IFRS meets real-world BC configuration.

He has led BC finance implementations across Manufacturing, Wholesale & Distribution, Construction & Utilities, Financial Services & Asset Financing, Public Sector & Not-for-Profit, Retail, and Life Sciences; working alongside ISV partners including Continia, GYDE 365, Yavrio, EMBAT, Jet Reports, Dimension Path and LS Retail. At Mercurius IT he has also served as Solution Architect for in-house ISV solutions covering CIS (Construction Industry Scheme), ProCon (Projects & Construction), Purchase Requisition, and Commitment Accounting. He holds Microsoft's Business Central & Power Platform certifications.

Shailesh Apte is a Director Solution Architect at Mercurius IT, specializing in Microsoft Dynamics 365 Business Central. UK-based, he is a Chartered Accountant (ACA, ICAEW; BFP, ICAEW) and a certified Project Management Professional (PMP); a combina... Show more

David Taiwo Balogun

David Taiwo Balogun

David Taiwo Balogun is a Data Scientist, AI Expert, AI Researcher, and Lead Analyst with over six years of experience building machine learning solutions, credit risk models, and real-time analytics platforms across venture-backed fintechs, financial institutions, edtech, and technology-focused NGOs. He specializes in the intersection of artificial intelligence, financial risk, business intelligence, and data engineering, transforming complex datasets into actionable insights that drive strategic business decisions.

Throughout his career, David has designed and deployed predictive models, automated analytics workflows, and business intelligence solutions that have enhanced operational efficiency, strengthened risk management, and empowered executives to make data-driven decisions. He is experienced in leading end-to-end data projects—from data engineering and model development to dashboard design and stakeholder engagement—bridging the gap between technical implementation and business strategy.

Beyond industry, David is an active AI researcher whose work focuses on practical machine learning systems, edge AI, and scalable data infrastructures for resource-constrained environments. Currently, his research has been accepted for presentation at the 10th International Conference on Cloud and Big Data Computing (ICCBDC 2026) at the University of Cambridge, United Kingdom, where he will be presenting his paper, "Designing a Full-Stack Pipeline: From Data Collection to Edge Deployment in Low-Bandwidth Environment." Also presenting, "Crop Disease Detection Using Convolutional Neural Networks in Low-Resource Agricultural Settings," at the Faculty of Computing, University of Ibadan, Nigeria.

David is equally passionate about developing the next generation of data professionals. He has mentored and trained nearly 3,000 aspiring data scientists and analysts across Europe, Africa, and the United States through technical training, coaching, and community initiatives.

By combining technical excellence, research, and business acumen, David leverages data science, artificial intelligence, and machine learning to solve complex business challenges, advance AI research, and deliver measurable impact for forward-thinking organizations.

David Taiwo Balogun is a Data Scientist, AI Expert, AI Researcher, and Lead Analyst with over six years of experience building machine learning solutions, credit risk models, and real-time analytics platforms across venture-backed fintechs, financial... Show more

Oupa Laka

Oupa Laka

Most organizations don't have a people problem. They have a clarity problem.

Oupa Laka helps leaders and teams cut through complexity, align around what matters, and make confident decisions.

An international speaker and Business Analysis Consultant, Oupa is the creator of the AKILI Clarity Method and Story Weaver Model – frameworks that help leaders and teams uncover hidden problems, align stakeholders, and make confident decisions. Drawing on more than 15 years of experience in banking, insurance and digital transformation, his sessions are known for blending sharp strategic insight, authentic storytelling, and just the right amount of humour.

Oupa delivers high-energy sessions that challenge assumptions, spark meaningful conversations, and equip audiences with tools they can apply immediately. Having spoken at global conferences across Africa and Europe, he is known for challenging assumptions and shifting perspectives.

If audiences leave with new knowledge, the session was useful.
If they leave seeing problems differently, the session was transformational.

Clarity changes everything.

Most organizations don't have a people problem. They have a clarity problem. Oupa Laka helps leaders and teams cut through complexity, align around what matters, and make confident decisions. An international speaker and Business Analysis Consu... Show more

Georgina Armstrong

Georgina Armstrong

Georgina has been working in Data Science since 2011. For many years she was a coding data scientist in R, Python and PySpark, but for the last 7 years she's been leading international data teams.

She is now leads Software Engineers at Morningstar Credit, working on the sophisticated data products for Morningstar customers.

She's been through hiring cycles and layoff cycles, major tech stack overhauls, massive data science projects and forensic audits. She's figured out how to keep diverse, remote data teams happy, productive and collaborative, at least 80% of the time.

Georgina has been working in Data Science since 2011. For many years she was a coding data scientist in R, Python and PySpark, but for the last 7 years she's been leading international data teams. She is now leads Software Engineers at Morningsta... Show more

David Schwartz

David Schwartz

I am a hands-on Architect, with a proven record of delivering scalable, secure, and flexible enterprise systems. I am passionate about clean, readable, tested code and delivering excellent value to clients.

I currently serve as a Software Architect at One Zero Bank. Our company is the first digital bank, providing fast, reliable service to our customers using the latest AI technologies.

At my previous company (NI), I also served as the Lead of the Product Security Chapter, which focused on advancing NI's security posture using their SDL, Threat Modeling, Certifications, and lots of training.

I am a hands-on Architect, with a proven record of delivering scalable, secure, and flexible enterprise systems. I am passionate about clean, readable, tested code and delivering excellent value to clients. I currently serve as a Software Architec... Show more

Jonathan Ward

Jonathan Ward

Ex-CEO turned author, consultant, and educator, I have spent thirty years of international leadership experience at the intersection of AI, Business Agility, and DevOps. I'm the author of The Supercharged Enterprise: Strategic Adaptation for Growth and Resilience (Business Expert Press) and Developing Agile Coaches, and I've distilled that experience into the Blueprint for Enterprise Agility — a framework built on eight Leadership Behaviours and eight Operational Processes that I teach and apply directly in client transformations.

My current work focuses on where AI meets governance and portfolio management: I've developed and deliver a course treating Lean Portfolio Management combined with AI as a control system, with AI as the sensing and optimisation layer — alongside advisory work helping financial services and other regulated organisations govern AI responsibly. I believe, and have proven repeatedly, that Enterprise Agility done well produces measurable growth and profit, not just cultural change for its own sake.

I've operated at every level from board to project team, across Financial Services, Banking, Payments, Insurance, FMCG, TV, and Retail — leading large-scale agile transformations and applying AI directly in software development and testing environments. That range across people, process, technology, and now AI governance lets me craft change initiatives that hold up under real organisational pressure, not just in the deck.

Ex-CEO turned author, consultant, and educator, I have spent thirty years of international leadership experience at the intersection of AI, Business Agility, and DevOps. I'm the author of The Supercharged Enterprise: Strategic Adaptation for Growth a... Show more

Mia Soarez

Mia Soarez

Mia Soarez is a media host and interviewer covering founders, venture capital, startups, AI, crypto, and emerging technology. She has interviewed 300+ founders and investors across 25+ conferences and cities, and has hosted and moderated conversations at TOKEN2049, Consensus, Proof of Talk, and other global technology events. Her work reaches 149K+ people across social platforms and a community of 40K+ email subscribers.

Mia Soarez is a media host and interviewer covering founders, venture capital, startups, AI, crypto, and emerging technology. She has interviewed 300+ founders and investors across 25+ conferences and cities, and has hosted and moderated conversation... Show more

Michele Grant

Michele Grant

Michele Grant is a global M&A integration and enterprise transformation executive with 20+ years of enterprise transformation and 10+ years of M&A integration experience guiding complex transactions, private equity portfolio integrations, and enterprise modernization initiatives across media, technology, consumer goods, and financial services. At Cognizant, she serves as Value Realization Office Lead on a multi-billion-dollar post-acquisition managed services transition for a Fortune 500 fintech client. She has led post-merger integration for landmark transactions including the $30 billion ViacomCBS merger and NBCUniversal's $39 billion Sky acquisition, and established the Integration Management Office for a PE-backed consumer goods merger, coordinating 350+ cross-functional stakeholders to advance a $250M synergy case across operations, supply chain, and technology consolidation.

Michele is the creator of Leading at Scale, a video and article series on M&A integration and enterprise transformation published weekly across YouTube, Substack, Medium, and LinkedIn. Her talks cover integration, change management, risk management, governance, M&A due diligence, the first 100 days, value realization, and AI transformation. She delivered the May 2026 Cornell Tech Business Network Forum keynote on post-merger integration, has spoken at the Women Changemakers Forum and Cornell Johnson School of Management, and is a 2026 recipient of the St. John's University Alumnae Achiever Award.

She is the #1 Amazon bestselling author of The Power Dressers™: A Women's Guide to Professional Style and serves as President of the Cornell Johnson Women's Leadership and Advocacy Network, Chair of the Loughlin Society at St. John's University, and Chair of the Cornell EMC2 Fellows Program. Her credentials include a Cornell Johnson Executive MBA (May 2027), the Wharton M&A and Corporate Development credential, NACD Accelerate, and a B.S. in Computer Science from St. John's University. She is based in the New York metropolitan area and speaks in person and virtually.

Michele Grant is a global M&A integration and enterprise transformation executive with 20+ years of enterprise transformation and 10+ years of M&A integration experience guiding complex transactions, private equity portfolio integrations, and enterpr... Show more

Rafael Maia

Rafael Maia

Rafael works as Software Architect Chapter Lead at ABN AMRO, known for his expertise in Java, backend systems, high-performance applications, DevOps, and software architecture. With over a decade of experience in the industry, he relishes in solving complex problems. In his free time, he enjoys automating his home and is currently exploring the integration of Kafka for controlling lights.

Rafael works as Software Architect Chapter Lead at ABN AMRO, known for his expertise in Java, backend systems, high-performance applications, DevOps, and software architecture. With over a decade of experience in the industry, he relishes in solving ... Show more

Ignacio Lopez

Ignacio Lopez

Ignacio Lopez is a fractional Head of AI based in Miami. He works with family
offices, wealth firms and family-owned businesses across the United States and
Latin America.

He came to AI from the controls side rather than the product side. At KPMG he
audited SOX controls and did data privacy work for public companies. At JP
Morgan he was an information risk manager, including work against Banco Central
de la República Argentina regulation. He then spent three years at Kaseya, in
the MSP and IT channel.

His rule is that anything which has to be numerically correct is written as
deterministic code and never handed to a model. The model reads, flags, and
routes to a named person. It does not calculate. He built a quarterly reporting
engine on that principle for a family-owned real estate portfolio: every figure
is produced twice, once by code and once by a model, and the system refuses to
publish when the two paths disagree. Backtested against eight quarters that had
already been closed and signed off, seven reconciled and one did not. The engine
held it.

He also runs a live poll of family offices across eight countries. Roughly four
in five are already using AI. More than eighty percent have nothing written down
about it.

He presents in English and neutral Latin American Spanish.

Ignacio Lopez is a fractional Head of AI based in Miami. He works with family offices, wealth firms and family-owned businesses across the United States and Latin America. He came to AI from the controls side rather than the product side. At KPM... Show more

Constance Etiosa

Constance Etiosa

Constance Etiosa is a Developer Advocate at Moniepoint, where he's building out the Developer Relations function for the Monnify payments API from the ground up covering documentation strategy, developer community outreach, and technical content. He's spent his career at the intersection of developer experience and technical writing, having documented 200+ APIs at VertoFX and led AI-augmented documentation workflows at Nutrient (PSPDFKit). His current focus is on how documentation needs to evolve as AI agents become active consumers of developer content, drawing on hands-on work with llms.txt, semantic Markdown, and AI-native documentation tooling. He also writes TechSpective, a Substack on technical topics.

Constance Etiosa is a Developer Advocate at Moniepoint, where he's building out the Developer Relations function for the Monnify payments API from the ground up covering documentation strategy, developer community outreach, and technical content. He'... Show more

Matt Fenner

Matt Fenner

Matt Fenner is a finance and operations executive with more than 30 years of experience helping entrepreneurs and investors build scalable, high-value businesses. He currently serves as COO of Caplin Ventures, a Jacksonville, Florida investment firm managing 10 operating companies and 20+ passive investments across healthcare staffing, technology, engineering, and professional sports.

Matt is available to speak on topics including: M&A strategy and execution, financial management for growth-stage companies, building and exiting micro-cap businesses, private investment strategy, and operational leadership in diversified portfolios. He holds an MBA in Finance and a BBA in Accounting from the University of North Florida.

Matt Fenner Photo Showcase Links:

https://mattfennerjacksonville.com/wp-content/uploads/2026/09/matt-fenner-smiling-in-navy-suit-with-blue-tie-professional-portrait-scaled.jpeg

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https://mattfennerjacksonville.com/wp-content/uploads/2026/09/matt-fenner-smiling-in-dark-navy-suit-and-tie-studio-portrait-scaled.jpeg

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https://mattfennerjacksonville.com/wp-content/uploads/2026/09/matt-fenner-smiling-in-black-dress-shirt-inside-modern-office-scaled.jpeg

Matt Fenner is a finance and operations executive with more than 30 years of experience helping entrepreneurs and investors build scalable, high-value businesses. He currently serves as COO of Caplin Ventures, a Jacksonville, Florida investment firm ... Show more

Milan Cheeks

Milan Cheeks

Milan Cheeks is the founder and CEO of SELF Labs Inc., a technology company developing AI-powered products and infrastructure designed to improve how people live, work, create, and interact with technology.

He is leading the development of SELF OS, an AI-native operating environment designed to bring intelligent agents, decentralized applications, digital identity, and user-controlled computing into a unified ecosystem. He is also developing ESSENCE, a blockchain-based utility and economic layer intended to reward verified participation and contributions within the SELF network.

Through SELF Labs, Milan works across artificial intelligence, decentralized infrastructure, robotics, real estate technology, digital economies, and next-generation human-computer interaction.

His broader mission is to build technology that gives individuals greater ownership of their data, intelligence, devices, and economic value—helping move society from centralized digital platforms toward more personalized and user-owned technological systems.

Milan Cheeks is the founder and CEO of SELF Labs Inc., a technology company developing AI-powered products and infrastructure designed to improve how people live, work, create, and interact with technology. He is leading the development of SELF OS... Show more

Michał Smereczyński

Michał Smereczyński

12x Microsoft Azure MVP . Founder of the Polish Microsoft Azure User Group. Cloud Lead and Azure Lead Architect working with enterprises and gov also building Dynamics 365 Managed Environments for large business. Experienced in regulated envs like Banking and Insurance.

12x Microsoft Azure MVP . Founder of the Polish Microsoft Azure User Group. Cloud Lead and Azure Lead Architect working with enterprises and gov also building Dynamics 365 Managed Environments for large business. Experienced in regulated envs like Ba... Show more

Vishwak Thatikonda

Vishwak Thatikonda

Vishwak Thatikonda is a Lead Full-Stack Developer at SDH Systems specializing in high-resilience, mission-critical systems. Known for building complex platforms from the ground up, his work ranges from contributing to ground-segment software for the Mastcam-Z instrument on NASA's Mars 2020 Perseverance rover to architecting the master data platform for a Fortune 500 global retail enterprise with tens of thousands of locations, a foundational layer for its next-generation point-of-sale system.

A technical pioneer in both the startup and enterprise worlds, Vishwak was the founding full-stack engineer at AirWorks, an MIT-born GeoAI company, where he built the platform from zero through its $7.9M Series A. He has led industry-first credit and banking initiatives serving 18 million users and directed blockchain-logistics pilots for UPS. Vishwak bridges the gap between deep-tech research and large-scale production reality. His latest open-source project, LambdaForge, is a serverless algorithmic trading engine built on AWS Lambda and EventBridge that empowers engineers to run professional-grade financial automation with near-zero operational overhead.

Vishwak Thatikonda is a Lead Full-Stack Developer at SDH Systems specializing in high-resilience, mission-critical systems. Known for building complex platforms from the ground up, his work ranges from contributing to ground-segment software for the ... Show more

Venu Thangalapally

Venu Thangalapally

Senior Solutions Architect at AWS, based in Chicago, with deep expertise in cloud architecture, data and analytics, containers, and application modernization. He partners with financial service industry customers to translate business goals into secure, scalable, and compliant cloud solutions that deliver measurable value. Venu is passionate about using technology to drive innovation and operational excellence.

Senior Solutions Architect at AWS, based in Chicago, with deep expertise in cloud architecture, data and analytics, containers, and application modernization. He partners with financial service industry customers to translate business goals into secu... Show more

Antonio Lopez

Antonio Lopez

Antonio has +20 years experience developing software solutions across 3 different continents. He has worked for organizations like Wise or the European Commission.
He started his career as a software engineer and held IC positions for almost 10 years before jumping into the leadership path.
For the last 10 years he has had multiple positions (from engineering manager to VP of Engineering or currently CPTO) in different companies and industries but the last 7 years he has focused on the fintech industry leading teams and solving problems in domains like cross currency transfers, trade financing or open banking.

Antonio has +20 years experience developing software solutions across 3 different continents. He has worked for organizations like Wise or the European Commission. He started his career as a software engineer and held IC positions for almost 10 year... Show more

Brendon Falconer

Brendon Falconer

Brendon Falconer is a senior financial executive with more than two decades of experience in banking, analytics, treasury, and corporate finance. He has built his professional reputation on a disciplined, data-driven approach and a steady, collaborative executive style. His work centers on transforming complex financial data into practical insights that guide operational execution and long-term strategy.

Over the years, Brendon’s responsibilities have included financial reporting, asset and liability management, analytics, mergers and acquisitions, and enterprise-level performance strategy. He has consistently focused on strengthening institutions through careful planning, strong governance, and measurable outcomes. Alongside institutional results, he has placed importance on mentoring teams and building internal capabilities that support sustainable growth.

Brendon Falconer was raised in York, Pennsylvania, where he developed an early commitment to both academics and athletics. As a competitive track and field athlete, he gained discipline, focus, and resilience. At the same time, he pursued technical and business-centered academics that shaped his interest in finance. He later earned an accounting degree from Kent State University and completed an MBA at Indiana State University. His formal education in management, strategy, and organizational leadership provided a solid base for his advancement in the banking industry.

Technically, Brendon has developed expertise in financial accounting, asset and liability management, management reporting, and data analytics. His analytical background includes econometric modeling, ACL development, and stress testing frameworks. He also has experience in credit analysis, financial modeling, investment portfolio oversight, and the design of hedging and derivatives strategies. His approach emphasizes clarity, consistency, and thoughtful risk assessment.

In February 2014, Brendon became senior vice president at Old National Bank, where he led management reporting and data analytics. In that role, he oversaw enterprise financial, operational, and credit reporting while advancing the bank’s analytical capabilities. He later transitioned to treasurer in September 2016, taking responsibility for liquidity, capital planning, market risk sensitivity, investment portfolio oversight, and treasury operations. During this period, he contributed to the development of centralized pricing frameworks and enhanced market risk analysis.

Since May 2019, he has served as Old National Bank's senior executive vice president and chief financial officer. His leadership responsibilities include financial accounting, reporting, tax, treasury, data analytics, management reporting, facilities, procurement, and oversight of finance teams across the organization. Under his financial leadership, Old National Bank expanded significantly, surpassing $46 billion in combined assets and completing the acquisition of a $20 billion Chicago bank. His role in supporting this growth reflected disciplined planning and strategic coordination.

Beyond his executive work, Brendon Falconer has contributed to industry dialogue as a speaker at the “Acquired or Be Acquired” banking conference in both 2022 and 2023. His discussions addressed core banking system selection after mergers and the growing importance of enhanced credit analytics in performance and risk management.

Outside of finance, athletics remains an important part of his life. He placed third in the decathlon at the NCAA Division I Outdoor Track and Field Championships and competed in the 2000 Olympic Trials. He also remains active in community initiatives, supporting nonprofit and educational organizations and serving in financial advisory roles.

Brendon Falconer is a senior financial executive with more than two decades of experience in banking, analytics, treasury, and corporate finance. He has built his professional reputation on a disciplined, data-driven approach and a steady, collaborat... Show more

Tony Proctor, EA

Tony Proctor, EA

Tony Proctor is an Enrolled Agent and a firm owner with nearly two decades of experience, as well as a former IT manager with over 20 years, including a decade in parallel with his firm. He brings a practical, training-first lens to culture, leadership, and operations. Tony teaches tax law and small-business finance, delivering energetic, plain-language sessions with real-world takeaways. An alum of the Intuit Partner Council, he’s recognized for credibility, integrity, and professionalism. Off the clock, he’s spending time with his family, bowling a few strikes, or riding his sportbike.

Tony Proctor is an Enrolled Agent and a firm owner with nearly two decades of experience, as well as a former IT manager with over 20 years, including a decade in parallel with his firm. He brings a practical, training-first lens to culture, leadersh... Show more

Matt Andelman

Matt Andelman

Matt Andelman is a fintech and real estate executive focused on the intersection of capital formation, private markets, and tokenization.

Matt serves as Head of Business Development at Polymath, where he works with issuers, broker-dealers, financial institutions, asset managers, and technology partners to bring real-world assets and private-market investments on-chain. His work focuses on expanding adoption of Polymath’s institutional tokenization infrastructure and helping organizations navigate the path from traditional capital formation to blockchain-enabled financial markets.

Matt also co-founded ABC FinTech, which operates a tokenized commercial real estate fund focused on acquiring and managing investment properties while leveraging blockchain infrastructure to modernize ownership, investor administration, and the management of private real estate investments. Through ABC FinTech, Matt has gained firsthand experience at the intersection of commercial real estate, capital raising, investor relations, and digital securities.

In addition, Matt has hands-on experience in commercial real estate development and investment, including ground-up development, acquisitions, capital raising, investor relations, asset management, and project execution.

Across these roles, Matt has developed a broad network spanning broker-dealers, family offices, RIAs, investment sponsors, fintech companies, blockchain infrastructure providers, and private-market investors. He is particularly interested in building the infrastructure and partnerships necessary to make tokenized assets a practical part of mainstream capital markets.

Matt is based in the Chicago area and works with companies and investors across the U.S., Canada, and international markets.

Matt Andelman is a fintech and real estate executive focused on the intersection of capital formation, private markets, and tokenization. Matt serves as Head of Business Development at Polymath, where he works with issuers, broker-dealers, financi... Show more

Parkson Tano Daniel

Parkson Tano Daniel

Seasoned backend-focused full-stack developer with over 7 years of experience, specializing in Python and Django. Previously worked as a Senior Developer at Paysika, contributing to the development of financial systems, and currently serve as CTO at QuickerPay, where I lead the design and development of scalable technology solutions.

With a strong background in FinTech, I focus on building reliable, secure, and high-performance systems. I am also a former computer science educator, passionate about sharing knowledge and supporting developers' growth in the Python ecosystem.

Seasoned backend-focused full-stack developer with over 7 years of experience, specializing in Python and Django. Previously worked as a Senior Developer at Paysika, contributing to the development of financial systems, and currently serve as CTO at ... Show more

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