Finance & Banking

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

Harry Shurek

Harry Shurek

In 2009 I started my first public accounting firm, Shurek Accounting & Tax, operating out of my bonus room upstairs and meeting clients at their homes and local Starbucks. In 2012, after picking up my first 250 or so clients, I opened my first office, hired my first employee and began to grow my practice.

Through advertising, networking and referrals, I picked up an average of 100 clients per year, consisting of a good mixture of small-to-medium sized businesses as well as individual tax clients, and had accumulated around 800 clients by my eighth year. In 2015, I started doing work for clients in the cannabis industry in various states, and after accumulating a few clients, in 2016, I created my new company, MCA Accounting Solutions/ MyCannabisAccountant.com.

After working in the cannabis space for a few years and learning of the true need of good accountants to help businesses stay in compliance, In January of 2018, I sold over 600 of my initial clients to another local accountant and shifted most of my main practice focus to cannabis accounting.

For almost the last decade, we have helped clients that own dispensaries, cultivations, processing facilities and ancillary service providers in almost every state that there is a legal cannabis program – working with over 100 licensees in most legal states.

In 2017, I was introduced to the crypto world by several clients that were involved in different aspects and activities. Since then, I have been heavily involved in mining, trading, Defi, NFTs and we have been doing accounting and taxes for clients in the space for the past several years. Seeing another niche market with a significant need, I officially formed The Crypto Accountant in 2021 to help the crypto community not only to be able to accurately represent their crypto gains and losses for tax return purposes, but also to allow for proactive and strategic tax planning based around their crypto portfolios and activities.

After working with over 1,000+ companies and individuals spanning just about every industry there is, I have developed a true understanding of not only the cannabis and cryptocurrency industries, but also the struggles and challenges it takes for businesses to survive and compete in the dynamic business environments of today. As a fellow entrepreneur, I also understand the hustle and dedication it takes to run a business, and the extra efforts it takes to do so successfully.

In 2009 I started my first public accounting firm, Shurek Accounting & Tax, operating out of my bonus room upstairs and meeting clients at their homes and local Starbucks. In 2012, after picking up my first 250 or so clients, I opened my first office... Show more

Kumar Mathialagan

Kumar Mathialagan

Seasoned Cyber Security Professional with experience in banking, financial and telecom domains. Worked in different geographical regions in demanding regulatory and compliance requirements. Data Security, Risk Management and Compliance being the most favoured security functions. https://www.linkedin.com/in/kumarmathialagan/

Seasoned Cyber Security Professional with experience in banking, financial and telecom domains. Worked in different geographical regions in demanding regulatory and compliance requirements. Data Security, Risk Management and Compliance being the most... Show more

Jerome Divac

Jerome Divac

I'm an experienced investment professional with a background in asset management, trading, consulting, fintech and AI.

On top of my technical background, I have developed skills and knowledge in growth strategies, scaling, marketing, and other aspects of running startups using emerging technologies.

With strong cross-functional skills, I have developed deep insights into both businesses and people.

If you are currently launching a WEB3/crypto/NFT/blockchain/AI project, I will be keen on helping you and providing you guidance.

I'm an experienced investment professional with a background in asset management, trading, consulting, fintech and AI. On top of my technical background, I have developed skills and knowledge in growth strategies, scaling, marketing, and other asp... Show more

Gordon Stein

Gordon Stein

Gordon Stein, BESc, MBA, CSC, CFEI
 
Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances. 
 
Building financial wellness helps his audience regain focus, balance and joy in their lives. Gordon combines his trademark wit and storytelling style to speak with employee and association groups, financial advisors and the media about a breakthrough path to financial wellness with no risk, minimal effort, minimal sacrifice and no budgeting.
 
In his earlier career, Gordon was a senior sales, marketing, and operations executive at high tech companies. While at Apple he led the Education and Enterprise segments to record sales and was a featured speaker at the Executive Briefing Centers in Toronto and Cupertino. At Rogers Communications he managed the $1.5B B2B market and built the learning and development function for 30,000 learners. Prior to that, at Dell he was responsible for the small business segment and had the second highest sales productivity worldwide.
 
Gordon holds a degree in Mechanical Engineering from Western University, and an MBA from the Rotman School of Business. He has also completed the Canadian Securities Course and the U.S. Certified Financial Education Instructor designation from the National Financial Education Council. He has volunteered with the Western Alumni Board, the Western Engineering Dean’s Advisory Council and the Crescent School Board of Governors. He is currently a member of the National Financial Educators Council and the National Speakers Association. His content is used for CE credits with the Financial Planning Association.
 
In his free time, Gordon is a downhill ski racer, sailor, fitness enthusiast and not-yet-great (ok, not even good) guitar player. His thoughts on personal finance can be found at cashflowcookbook.com.

Gordon Stein, BESc, MBA, CSC, CFEI   Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that h... Show more

Peter Merc

Peter Merc

In search of the holy grail how to find a balance between decentralised economy and regulation.

In search of the holy grail how to find a balance between decentralised economy and regulation. Show more

Sofie Blakstad

Sofie Blakstad

Sofie Blakstad, author of the groundbreaking book Fintech Revolution and CEO of hiveonline, is a respected authority on blockchain, CBDCs, digital assets and economics. She is driving alternative value systems based on tokenisation of social and natural capital in multiple countries. Sofie also advises international organisations including the UN, NGOs, Central Banks and commercial banks and chairs the FI and Fintech Industry Advisory Committee for the Edinburgh Futures Institute.

As Founder of hiveonline, a multiple award-winning blockchain-based community finance platform Sofie Blakstad has hands-on experience supporting unbanked farmers in developing economies. Previously, she built financial technology and businesses for eight major international banks in over 60 countries. She has written multiple research papers on blockchain and DLT for humanitarian and sustainable impact.

Sofie Blakstad, author of the groundbreaking book Fintech Revolution and CEO of hiveonline, is a respected authority on blockchain, CBDCs, digital assets and economics. She is driving alternative value systems based on tokenisation of social and natu... Show more

Sunday Ndu

Sunday Ndu

My name is Sunday Ndu. A graduate of Obafemi Awolowo University. I have been building FinTech android applications for more than 2 years. I have about 5years of mobile development experience.

My name is Sunday Ndu. A graduate of Obafemi Awolowo University. I have been building FinTech android applications for more than 2 years. I have about 5years of mobile development experience. Show more

Mohan Yelnadu

Mohan Yelnadu

A seasoned AppSec Consultant who successfully rolled out DevSecOps program for 1200+ developers, with application security assessment experience in Banking, Insurance, Manufacturing, Telecom and Retail domains with clients from APAC, USA, Europe and India.

A seasoned AppSec Consultant who successfully rolled out DevSecOps program for 1200+ developers, with application security assessment experience in Banking, Insurance, Manufacturing, Telecom and Retail domains with clients from APAC, USA, Europe and... Show more

Gbenga Bamiji

Gbenga Bamiji

Olugbemiga Bamiji (also known as Gbenga Bamiji) is a fellow chartered accountant with expertise and speaking capacity in the areas of Emerging markets and emerging economy, breaking new markets, managing emotional intelligence, assurance, finance, internal audit outsourcing,risk management, business development, business process, policy management, leadership, Strategy, Market and Business Intelligence and Customer Insights Analysis for business decisions

Olugbemiga Bamiji (also known as Gbenga Bamiji) is a fellow chartered accountant with expertise and speaking capacity in the areas of Emerging markets and emerging economy, breaking new markets, managing emotional intelligence, assurance, finance, i... Show more

Raul Rosas

Raul Rosas

Background is in entrepreneurial accounting/finance/business management in the context of small business, nonprofit, and venture-backed startups. I've been on both ends of the entrepreneurial investment table.

Background is in entrepreneurial accounting/finance/business management in the context of small business, nonprofit, and venture-backed startups. I've been on both ends of the entrepreneurial investment table. Show more

Mike Stevenson

Mike Stevenson

A highly experienced, client facing technologist, with a strong track record of building complex mission-critical financial platforms through the delivery of multiple interlinked projects and workstreams. I bring a background as a software developer and technical architect, a deep understanding of the financial services sector - covering both trading and risk - and a strong academic background, including a computer science degree and an MBA. I also have an interest in financial and economic history, and am working towards a PhD in the subject.

A highly experienced, client facing technologist, with a strong track record of building complex mission-critical financial platforms through the delivery of multiple interlinked projects and workstreams. I bring a background as a software developer ... Show more

Fernando Leitzelar

Fernando Leitzelar

Fernando Leitzelar is a senior SharePoint Evangelist and Vice-president with a Large Financial Institution. As a consultant he regularly interfaced with clients and development teams to design SharePoint-based solutions. Fernando has progressively held SharePoint positions ranging from developer and administrator to Architect and Manager. He has been a SharePoint Saturday Speaker since 2010, having worked extensively on designing and architecting sophisticated SharePoint based applications. He maintains expertise in Office 365, Azure, SharePoint 2019/2016/2013/2010/2007/2003, BI and Machine Learning Solutions.

Fernando Leitzelar is a senior SharePoint Evangelist and Vice-president with a Large Financial Institution. As a consultant he regularly interfaced with clients and development teams to design SharePoint-based solutions. Fernando has progressively he... Show more

Joseph Moreno

Joseph Moreno

Former federal prosecutor specializing in money laundering and terrorist financing. Currently at Partner in the White Collar Defense and Investigations Group at Cadwalader, Wickersham & Taft LLP.

Former federal prosecutor specializing in money laundering and terrorist financing. Currently at Partner in the White Collar Defense and Investigations Group at Cadwalader, Wickersham & Taft LLP. Show more

Alan Cox

Alan Cox

Alan Cox is a Microsoft MVP for Copilot & Microsoft 365 and has been in IT for almost 30 years and consulting for 25. His passion is helping organizations achieve more from their Microsoft 365 investments. Alan currently is the Director of Microsoft Governance for Genworth Financial.

Alan Cox is a Microsoft MVP for Copilot & Microsoft 365 and has been in IT for almost 30 years and consulting for 25. His passion is helping organizations achieve more from their Microsoft 365 investments. Alan currently is the Director of Microsoft ... Show more

Kevin McDonnell

Kevin McDonnell

Inspired by those in the community that have gone before me, I try to share what I learn by looking at what the services from Microsoft can offer, understanding challenges people have and bringing those two things together. Having learned from 13 years in Financial Services, I moved into the world of consulting, currently acting as Director, owning Copilot and Agents within the UK at Avanade.

I am lucky enough to have been awarded as a Microsoft MVP in Microsoft 365 for Copilot and Copilot Extensibility and co-host the award winning Copilot Connection podcast as well as blogging and sharing videos.

Inspired by those in the community that have gone before me, I try to share what I learn by looking at what the services from Microsoft can offer, understanding challenges people have and bringing those two things together. Having learned from 13 yea... Show more

Matt Topol

Matt Topol

Hailing from the faraway land of Brentwood, NY and currently residing in the rolling hills of Connecticut, Matt Topol has always been passionate about software. Matt has worked in infrastructure and application development, has lead development teams, and architected large-scale distributed systems for processing analytics on financial data. Matt is a PMC member for the Apache Arrow project, frequently enhancing the Golang library among other enhancements and helping to grow the Arrow Community. He wrote the first book on Apache Arrow "In-Memory Analytics with Apache Arrow" and spent the last couple years working on the Apache Arrow libraries full time and growing the Arrow Golang community. Matt is now a member of the ASF and also a PMC member of Apache Iceberg. Most recently, Matt and two colleagues have started the company, Columnar, focusing on data connectivity using Arrow Database Connectivity (ADBC).

In his spare time, Matt likes to bash his head against a keyboard, develop/run delightfully demented games of fantasy for his victims--er--friends, and share his knowledge with anyone interested who'll listen to his rants.

Hailing from the faraway land of Brentwood, NY and currently residing in the rolling hills of Connecticut, Matt Topol has always been passionate about software. Matt has worked in infrastructure and application development, has lead development teams... Show more

Sasha Denisov

Sasha Denisov

Sasha is CTO at Brainform.ai with over 20 years of experience architecting scalable enterprise systems. With a strong engineering background, his expertise spans frontend, backend, cloud infrastructure, mobile development, and AI — from cloud-based generative AI to on-device solutions. He specializes in building robust, production-ready products using a variety of technologies and frameworks. Sasha has delivered solutions across fintech, digital media, and entertainment. He is a Google Developer Expert for AI, Firebase, Flutter, and Dart, co-organizes the Flutter Berlin Community, and is a recognized international speaker and writer, having presented at 30+ conferences worldwide.

Sasha is CTO at Brainform.ai with over 20 years of experience architecting scalable enterprise systems. With a strong engineering background, his expertise spans frontend, backend, cloud infrastructure, mobile development, and AI — from cloud-based g... Show more

Manpreet Singh

Manpreet Singh

Manpreet leads the Modern Workplace AI Solutions Team at Cognizant, where he designs and scales transformative Microsoft-based solutions for global enterprises. Partnering with leadership across diverse verticals—from Media and Entertainment to Financial Services and Healthcare—Manpreet orchestrates Agentic AI strategies that move beyond simple automation to create truly autonomous, intelligent ecosystems. His mission is to redefine the "Agentic Experience," ensuring that AI doesn't just respond to prompts but proactively solves business friction for global customers. As a Microsoft MVP in M365 and AI, he bridges the gap between complex architectural innovation and real-world business impact.

Beyond his leadership at Cognizant, Manpreet is a titan in the technical community. A revered MVP, his insights have reached a staggering 10 million+ readers through his extensive library of articles and blogs. He is the driving force behind numerous annual boot camps, hackathons, and fundraisers, all aimed at nurturing the next generation of tech talent. Whether he is architecting a unified AI Command Center for a Fortune 500 firm or mentoring the next generation of developers, Manpreet is driven by a relentless "human-first" philosophy. Amidst the rapid evolution of the AI landscape, he remains easily recognizable by his warm smile—a reflection of his genuine passion for empowering organizations to achieve more through the power of Agentic AI.

Manpreet leads the Modern Workplace AI Solutions Team at Cognizant, where he designs and scales transformative Microsoft-based solutions for global enterprises. Partnering with leadership across diverse verticals—from Media and Entertainment to Finan... Show more

Marin Niehues

Marin Niehues

Marin Niehues is an independent consultant at the intersection of organizational design and delivery, helping companies build and operate structures that actually deliver. Across 20+ client projects with organizations from VC-backed scaleups to DAX40 companies, Marin works either embedded in line functions as a Delivery Lead or Business Analyst or strategically on organizational design, governance and process architecture.

In the past three years, Marin has spoken at conferences in more than twenty countries across six continents, including repeated invitations from Google and Microsoft.

Marin Niehues is an independent consultant at the intersection of organizational design and delivery, helping companies build and operate structures that actually deliver. Across 20+ client projects with organizations from VC-backed scaleups to DAX40... Show more

Andrew Madson

Andrew Madson

Andrew Madson leads Developer Relations at Fivetran, where he builds global programs that help developers and data teams adopt modern data and AI tooling. He has built DevRel, education, and evangelism functions at Fivetran, Tobiko Data, and Dremio, delivering technical content, large-scale community programs, and keynotes across major industry conferences.

Andrew is a published author of the O’Reilly “Definitive Guide to Apache Polaris” and a graduate professor of data science and engineering. Andrew previously led AI and data teams at Arizona State University, J.P. Morgan Chase, and MassMutual among others.

Andrew Madson leads Developer Relations at Fivetran, where he builds global programs that help developers and data teams adopt modern data and AI tooling. He has built DevRel, education, and evangelism functions at Fivetran, Tobiko Data, and Dremio, ... Show more

Jeff Taylor

Jeff Taylor

Jeff Taylor is a Principal Data Consultant, Microsoft Data Platform MVP, Redgate Community Ambassador, and Octopus Insider with over 28 years of experience specializing in performance tuning and critical data issues. He currently organizes the Jax Data and SQL Saturday Jacksonville and is the Jacksonville Development Users Group co-organizer.

Jeff Taylor is a Principal Data Consultant, Microsoft Data Platform MVP, Redgate Community Ambassador, and Octopus Insider with over 28 years of experience specializing in performance tuning and critical data issues. He currently organizes the Jax Da... Show more

Hannah Olukoye

Hannah Olukoye

Hannah is a versatile Engineering Manager who translates complex software engineering concepts into people-centric strategies. Leveraging her background as a software engineer and Google Developer Expert for Android, she now focuses on building platforms that reduce developer cognitive load and empower teams to move faster and safely.
She remains an active mentor, technical writer, and international speaker dedicated to motivating others, especially women, to pursue careers in tech.

Hannah is a versatile Engineering Manager who translates complex software engineering concepts into people-centric strategies. Leveraging her background as a software engineer and Google Developer Expert for Android, she now focuses on building platf... Show more

Lisa Hoving

Lisa Hoving

Your friendly neighbourhood Data Engineer. My background is in Finance, but I have had the pleasure to be working in IT for the past 8 or so years. In my daily life, I design and build scalable data solutions in the Azure cloud.

Your friendly neighbourhood Data Engineer. My background is in Finance, but I have had the pleasure to be working in IT for the past 8 or so years. In my daily life, I design and build scalable data solutions in the Azure cloud. Show more

Sammy Deprez

Sammy Deprez

Sammy is a seasoned consultant with an extensive background in diverse industries and over a decade of experience. With a specialization in the Microsoft Stack, he has successfully undertaken and delivered numerous projects across sectors such as finance, healthcare, and beyond.

In 2015, Sammy made a significant shift in his career by redirecting his focus towards Machine Learning and Artificial Intelligence (AI). Recognizing the transformative potential of these emerging technologies, he dedicated himself to mastering their applications and staying at the forefront of the field. His deep understanding of AI and its practical implications has allowed him to contribute significantly to the advancement of organizations he has been involved with.

In 2017, Sammy played a pivotal role in the launch of a new company that specializes in leveraging Artificial Intelligence and Microsoft tools to maximize organizations' potential. His expertise and leadership were instrumental in establishing the company as a prominent player in the AI landscape. Through his strategic insights and hands-on involvement, Sammy has helped numerous businesses harness the power of AI to drive innovation, improve operational efficiency, and achieve sustainable growth.

Beyond his professional endeavors, Sammy is a passionate advocate for AI education and community building. He serves as a board member of the global AI community, where he actively contributes to fostering collaboration, knowledge sharing, and networking opportunities among professionals in the field. As an esteemed international speaker, Sammy frequently shares his expertise and insights at industry conferences, seminars, and workshops, inspiring and educating audiences about the transformative potential of AI.

Sammy's commitment to excellence and his contributions to the AI community have been recognized with the prestigious MVP (Most Valuable Professional) award in AI since 2021. This accolade further underscores his dedication, expertise, and impact in the field, cementing his position as a trusted advisor and thought leader in the intersection of AI and business.

With his vast experience, deep knowledge, and unwavering passion for AI, Sammy continues to shape the future of organizations by unlocking their potential through cutting-edge technologies, and inspiring others to embark on their own AI journeys.

Sammy is a seasoned consultant with an extensive background in diverse industries and over a decade of experience. With a specialization in the Microsoft Stack, he has successfully undertaken and delivered numerous projects across sectors such as fin... Show more

Rob Sewell

Rob Sewell

Rob was a SQL Server DBA with a passion for PowerShell, Azure, Automation, and SQL (PaaS geddit?). Now he just helps people make things. He is a Data Platform MVP and an Azure MVP, a PowerShell Conference Europe organiser, and maintainer of many open-source projects. He has spoken at and volunteered at many Data and PowerShell events all over the world. He is a proud supporter of the Data and PowerShell communities.

He relishes sharing and learning and can be found doing both via Social Medias and his blog. He spends most of his time looking at a screen and loves to solve problems. He knows that looking at a screen so much is bad for him because his wife tells him so. Thus, he is often out riding his bike as his eyes are not good enough to play cricket any more.

He has a fabulous beard

Rob was a SQL Server DBA with a passion for PowerShell, Azure, Automation, and SQL (PaaS geddit?). Now he just helps people make things. He is a Data Platform MVP and an Azure MVP, a PowerShell Conference Europe organiser, and maintainer of many open... Show more

Koray Oksay

Koray Oksay

He works at Kubermatic as a Kubernetes Consultant and Trainer to help companies with their cloud-native journey. Before that, he worked for startup and enterprise companies in the advertising, banking, and telecom industries as SysAdmin, Application Admin, DevOps Engineer, and SRE for more than 20 years. He is a CNCF Ambassador and Kubestronaut. He organizes KCD Istanbul and DevOpsDays Istanbul events and other local meetups.

He works at Kubermatic as a Kubernetes Consultant and Trainer to help companies with their cloud-native journey. Before that, he worked for startup and enterprise companies in the advertising, banking, and telecom industries as SysAdmin, Application ... Show more

Elliott Leighton-Woodruff

Elliott Leighton-Woodruff

Enterprise Architect and Microsoft MVP specialising in Azure and Infrastructure as Code for regulated industries.
With deep expertise in Azure architecture, platform engineering and cloud-native technologies, I deliver solutions that strengthen compliance, unlock efficiency, and empower transformation.
I’m passionate about sharing knowledge, writing technical blogs, presenting at conferences, and mentoring the next generation of cloud professionals. I help teams and individuals build secure, auditable systems that drive real business outcomes in the UK and beyond.

Enterprise Architect and Microsoft MVP specialising in Azure and Infrastructure as Code for regulated industries. With deep expertise in Azure architecture, platform engineering and cloud-native technologies, I deliver solutions that strengthen com... Show more

Vanessa Toves

Vanessa Toves

When I was young I wanted to be an architect. As it turns out, I'm a different type of architect. I am a Microsoft 365 Solutions Architect.

When I was young I wanted to be an architect. As it turns out, I'm a different type of architect. I am a Microsoft 365 Solutions Architect. Show more

Berny During

Berny During

Berny During believes in helping people and companies grow by making technology easier to understand. For nearly three decades, he has dedicated his career to empowering others — guiding thousands across more than 20 countries to build their skills, their confidence, and their Business Central expertise.

His journey spans entrepreneurship, co‑founding a successful partner, shaping some of Africa’s largest Business Central teams, and sharing knowledge at global events like Tech‑Ed, Directions, Days of Knowledge, and the Navision Africa partner conference. As a long‑time Microsoft Certified Trainer, he continues to help partners strengthen their practices, develop talent, and unlock real business value.

At his core, Berny is driven by a simple purpose: to inspire growth through learning, and to leave people better equipped than when he found them.

Berny During believes in helping people and companies grow by making technology easier to understand. For nearly three decades, he has dedicated his career to empowering others — guiding thousands across more than 20 countries to build their skills, ... Show more

Vijaykumar Jangamashetti

Vijaykumar Jangamashetti

Vijaykumar Jangamashetti (VJ), is a seasoned professional with 18 years of experience in Data Analytics, Cloud, and AI. Currently a Trusted Advisor, Staff Cloud Consulting Architect, and Program Manager at Google, he specializes in guiding customers through their digital transformation journeys. VJ's expertise lies in helping customers design, architect, migrate, and modernize their infrastructure, data warehouses, and applications on Google Cloud, enabling them to fully harness the power of cloud computing. Furthermore, VJ offers valuable insights into AI and Generative AI (GenAI), empowering customers to explore new opportunities and achieve success with their AI endeavours. VJ is also a Startups Mentor in Google For Startups Accelerator (GFSA) programmme and holds Google Cloud 13X certifications.

Vijaykumar Jangamashetti (VJ), is a seasoned professional with 18 years of experience in Data Analytics, Cloud, and AI. Currently a Trusted Advisor, Staff Cloud Consulting Architect, and Program Manager at Google, he specializes in guiding customers ... Show more

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