Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Management for Ippon USA, a technology consultancy that supports digital transformation, data & cloud modernization and organizational change management. Recently Grant finds passion coaching regional & community banks on data & AI strategy.

Favorite successes -
1) taking a 2-sided market startup redesign from seed round to multi-million Series A;
2) reducing a community bank's account opening by more than 300% that helped support more than $1B in new assets; and
3) playing a leading role in a F500 bank's deployment and rollout of custom agent servicing app for +1500 agents.

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... Show more

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Yuri Geronimus is a Senior Staff Engineer and Chief Architect specializing in end-to-end payments infrastructure. He designs and delivers systems across the full lifecycle of money movement - from EMV-certified payment devices to cloud-native gateways and terminal management systems (TMS) -supporting 100K+ devices and processing/handling ~50M daily events. He is known for taking systems from greenfield builds to production at scale, and for modernizing 25-year-old legacy codebases without compromising uptime, security, or compliance.

At Verifone, Yuri leads architecture for mission-critical payment solutions across multiple markets and product lines, spanning both attended and unattended devices. He has helped unify gateway, TMS, and merchant-facing platforms, modernize large terminal fleets, and improve delivery outcomes through platform engineering and operational discipline - while working under PCI DSS, EMV L3, and ISO 8583 constraints. His technical focus is building “boringly reliable” payment systems: idempotent processing, reconciliation and financial truth, safe migrations, strong observability, and certification tooling that reduces risk and accelerates release cycles.

As a JetBrains Kotlin Early Access Program (EAP) Champion, he provides production feedback from regulated fintech systems (Android and backend services), helping teams de-risk upgrades and accelerate Kotlin adoption.

His technical toolkit spans Java, Kotlin, C/C++, TypeScript/Node.js with expertise in Kubernetes, AWS, and databases including PostgreSQL, Oracle DB, MongoDB, and ClickHouse. He is recognized for building systems with strong observability, reliability, idempotency, reconciliation, safe migrations, and certification tooling - critical in compliance-heavy environments.

Earlier, Yuri built PCI DSS–compliant banking process automation and IT service platforms for major European banks, supporting 200K+ monthly active users. His work increased critical service availability from 98% to 99.98%, reduced MTTR by 5×, and improved RTO by 4×. He has received multiple innovation awards at global, EMEA, and national levels.

Yuri Geronimus is a Senior Staff Engineer and Chief Architect specializing in end-to-end payments infrastructure. He designs and delivers systems across the full lifecycle of money movement - from EMV-certified payment devices to cloud-native gateway... Show more

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

Ingeniero de Sistemas con más de 12 años de experiencia en banca, especializado en innovación tecnológica, automatización y liderazgo en transformación digital. Actualmente es Gerente Adjunto de Estrategia Tecnológica e Innovación en el BCP y fundador de Techspira, una comunidad que inspira a profesionales a integrar la tecnología con propósito, educación y ética. También enseña y comparte conocimientos sobre IA, habilidades del futuro y liderazgo digital.

Ingeniero de Sistemas con más de 12 años de experiencia en banca, especializado en innovación tecnológica, automatización y liderazgo en transformación digital. Actualmente es Gerente Adjunto de Estrategia Tecnológica e Innovación en el BCP y fundado... Show more

Lidera la unidad de Datos y Analítica Avanzada en BANPRO Grupo Promerica (Nicaragua), donde ha desarrollado soluciones de forecasting financiero, análisis de sentimiento, segmentación geográfica, tableros ejecutivos y aplicaciones con Power Platform. Con más de 10 años de experiencia integrando ciencia de datos con inteligencia de negocio, combina R, Python y DAX para resolver problemas reales en banca y transformación digital.
Economista con formación en Dirección de Proyectos y cursa actualmente un Máster en Big Data & Analytics en OBS Business School (España).

Lidera la unidad de Datos y Analítica Avanzada en BANPRO Grupo Promerica (Nicaragua), donde ha desarrollado soluciones de forecasting financiero, análisis de sentimiento, segmentación geográfica, tableros ejecutivos y aplicaciones con Power Platform.... Show more

Aniket Tendulkar is an Enterprise Architect Senior Director specializing in enterprise architecture, AI-enabled systems, and large-scale digital transformation. He has successfully worked with Fortune 500 companies in building Enterprise Roadmaps and AI Strategies powered by Salesforce and MuleSoft for global organizations across Insurance, Telecommunications and Financial services. His work focuses on modernizing complex enterprise systems, integrating distributed applications, and building scalable digital infrastructure that supports millions of users. Aniket actively contributes to the technology community through research publications, industry speaking engagements, and mentoring emerging professionals in enterprise architecture and AI-driven platforms.

Aniket Tendulkar is an Enterprise Architect Senior Director specializing in enterprise architecture, AI-enabled systems, and large-scale digital transformation. He has successfully worked with Fortune 500 companies in building Enterprise Roadmaps and... Show more

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed AI Readiness Special Interest Group. I've also written numerous industry reports in collaboration with Linux Foundation Research.

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more

Nina Grygorenko is Product Owner for Sales and Services in Digital Corporate Bank at Deutsche Bank with over 9 years of experience in the financial industry.
A seasoned professional in Business Analysis and Product development, Nina Grygorenko embarked on her career as as an intern in Operational Risk Management in Deutsche Bank and transitioned last year in Digital Corporate Bank, leading Sales & Services product development as IT PO in multicultural team.

Nina Grygorenko is Product Owner for Sales and Services in Digital Corporate Bank at Deutsche Bank with over 9 years of experience in the financial industry. A seasoned professional in Business Analysis and Product development, Nina Grygorenko emba... Show more

The Introduction
I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Boot, and creating dynamic user interfaces with Angular. I have a proven track record of leading successful enterprise application migrations to AWS and Azure, and I am eager to share practical, hands-on knowledge on full-stack development and cloud transformation strategies.

The Enterprise Experience
Currently I lead high-impact projects involving the full technology stack, from Java and Spring Boot microservices to modern Angular. My professional journey is built on a foundation of roles at leading financial institutions including JP Morgan Chase, Bank of America, and Capital One. In these positions, I have been at the forefront of large-scale application modernization, cloud transformation, and the integration of AI to optimize complex enterprise systems.

Leadership & Innovation Focus
Beyond hands-on coding and architecture, I actively mentor development teams and champion technical innovation through microservices and cloud-native design. A key area of my work involves integrating AI/ML capabilities into enterprise applications to enhance efficiency, automation, and security. My experience in modernizing legacy systems and building secure, scalable infrastructures directly intersects with critical industry themes like artificial intelligence and cybersecurity.

The Speaker Proposition
I would be honored to share actionable insights from my journey particularly in AI-augmented software engineering, cloud security best practices, and building scalable enterprise architecture. I am keen to contribute to meaningful, forward-looking discussions with fellow industry experts and researchers at your esteemed conference.

The Introduction I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Bo... Show more

Itohowo Charles is a Manager and Product Owner specialising in AI and data products in financial services. He leads cross-functional teams delivering applied AI across fraud analytics, payments, and customer decisioning. Itohowo holds an MSc in Artificial Intelligence and Data Science from the University of Hull, and is a certified Business Analysis Professional (CBAP), Professional Scrum Product Owner (PSPO), and AWS Solutions Architect and AI Practitioner. He is passionate about making AI measurable, accountable, and useful , and about ensuring diverse voices shape how these technologies are built and adopted

Itohowo Charles is a Manager and Product Owner specialising in AI and data products in financial services. He leads cross-functional teams delivering applied AI across fraud analytics, payments, and customer decisioning. Itohowo holds an MSc in Artif... Show more

Swapna Chimanchodkar is an accomplished transformation leader with nearly two decades of experience enabling sustainable business impact for global organizations through process excellence, data-driven decision-making, and digital transformation. She has successfully led strategic initiatives spanning process and IT transformation, enterprise data strategy, and automation integrating technologies such as AI/ML, RPA, Gen AI, and advanced analytics to solve complex business challenges.
In her current role as Director at UBS Financial Services, Swapna drives large-scale transformation and integration programs across various areas of the bank. She oversees strategic integration, data modernization, and digital and process improvement initiatives, collaborating closely with senior leadership and cross-functional global teams.
A certified Lean Six Sigma Black Belt, Swapna brings a unique combination of analytical rigor, strategic insight, and change management expertise to every engagement. She has been instrumental in designing target operating models, and implementing automation frameworks that deliver measurable efficiencies.
As a thought leader, Swapna regularly contributes to industry dialogue. She served as a keynote speaker and panelist at the NexGen Banking Summit USA 2024, discussing AI-driven business innovation and data-led digital transformation in the banking sector.

Swapna Chimanchodkar is an accomplished transformation leader with nearly two decades of experience enabling sustainable business impact for global organizations through process excellence, data-driven decision-making, and digital transformation. She... Show more

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería.
Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año.

Comence mi carrera en sistemas a los 20 años como asistente de sistemas y fue evolucionando por distintos roles técnicos: desarrollador, analista, analista programador y líder de equipos, hasta desempeñarse como arquitecto corporativo en Falabella.
Actualmente es Engineering Manager en Tenpo, el primer neobanco de Chile, donde lidera equipos enfocados en construir plataformas escalables, confiables y observables.

Mi interés principal está en cómo las decisiones de ingeniería desde la arquitectura, herramientas, monitoreo y observabilidad impactan en la adopción por parte de los equipos, la calidad del software y la toma de decisiones técnicas a nivel organizacional.

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería. Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año. Comence mi... Show more

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS).

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS). Show more

I’m a Senior Machine Learning Engineer with proven track record of building AI systems across domains including finance, geospatial intelligence, healthcare, and environmental monitoring. My experience spans startups, research labs, and global enterprises, delivering real-world impact through deep learning, computer vision, and scalable MLOps pipelines.

Currently, at Schneider Electric, I'm a part of the Global Finance team working on AI-based solutions for financial intelligence. Previously, I led aerial imagery computer vision-based pipelines at MGGP Aero and developed end-to-end MLOps infrastructure at AI Clearing. My academic work at Shanghai Jiao Tong University focused on deep learning models for mammographic diagnostics where I published research articles at international IEEE conferences.

I’m a Senior Machine Learning Engineer with proven track record of building AI systems across domains including finance, geospatial intelligence, healthcare, and environmental monitoring. My experience spans startups, research labs, and global enterp... Show more

Hi, I’m Seppe!

I work on Responsible AI at the intersection of Artificial Intelligence (AI), risk management, and governance, with a clear mission: AI that benefits everyone.

With over five years of experience in AI, including the last three years focused specifically on Responsible AI, I specialize in helping organizations unlock the value of AI while proactively managing its risks. I combine hands-on technical expertise with a strong governance mindset, enabling me to translate complex regulatory and ethical requirements into concrete, actionable guidance for both technical and business stakeholders.

I play a central role in developing and scaling Datashift’s Responsible AI offering. Achievements I am particularly proud of include:
- Implementing Belgium’s first successful AI risk management framework for AI front-runners
- Acting as a trusted advisor to more than 15 strategic clients on Responsible AI
- Designing an internal screening process to assess the risks of all AI systems developed by Datashift
- Working on real-world AI systems ranging from agentic AI and customer-facing chatbots to healthcare AI, government evaluation systems, and pricing models in banking

What once felt like a “weakness” - an atypical background - has become my greatest strength. I combine hands-on technical experience in AI with an academic background in Criminology, Management, and Applied Economics, allowing me to connect societal impact, business value, and technical robustness. This unique perspective enables me to bridge the needs of executives, risk managers, and AI practitioners.

I began my speaking journey through Datashift’s internal knowledge-sharing sessions, and quickly expanded to community meet-ups, webinars, conferences, and interactive workshops, engaging audiences ranging from beginners to seasoned experts.

I am passionate about sharing insights on Responsible AI because AI is too valuable to ignore, yet too risky to approach carelessly.

Outside of Responsible AI, you’ll most likely find me in the gym - training my lifts and preparing for my next competition, such as the European Weightlifting Championships.

Hi, I’m Seppe! I work on Responsible AI at the intersection of Artificial Intelligence (AI), risk management, and governance, with a clear mission: AI that benefits everyone. With over five years of experience in AI, including the last three ye... Show more

Profesional con experiencia en automatizaciones y analítica de datos en el sector financiero en Santander Consumer y BCP, Se especializa en el desarrollo de soluciones empresariales con herramientas Low-code y RPA, logrando reducir tiempos de ejecución en un 70% en implementaciones integrales. Posee certificaciones PL-900 ( PL-900: Microsoft Certified: Power Platform Fundamentals) y PL-300 ( PL-300: Microsoft Certified: Power BI Data Analyst Associate).

Profesional con experiencia en automatizaciones y analítica de datos en el sector financiero en Santander Consumer y BCP, Se especializa en el desarrollo de soluciones empresariales con herramientas Low-code y RPA, logrando reducir tiempos de ejecuc... Show more

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citadel, and Squarepoint, developing profound insights into industry themes, product roadmaps, and competitive landscapes for covered sectors. She has also built a unique investment process and portfolio management framework leveraging her experiences working for diversified investment mandates.

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citad... Show more

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division and was co-founder/CTO of several FinTechs in equity and FX trading.

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman S... Show more

Ray’Chel Wilson is a Certified Financial Therapist™ and Certified Financial Education Instructor® who helps first‑generation wealth builders and mission‑driven organizations heal financial trauma and turn it into financial traction. She is the CEO of Raise the Bar Investments and co‑founder of ForOurLastNames.io, a financial technology venture rooted in North Tulsa’s historic Black Wall Street.

A former Teach For America high school personal finance teacher, Ray’Chel created what became the internationally selling Black Wealth Freedom workbook series, equipping thousands of readers with practical, values‑aligned money strategies. Her expertise in financial resilience and money mindsets has led to invitations from institutions such as Boston University, Urban Leaders Fellowship, and Impact Tulsa.

Named the 2024 U.S. Small Business Administration Young Entrepreneur of the Year for Oklahoma, Ray’Chel blends behavioral economics, lived experience, and trauma‑informed care to close wealth gaps for underinvested communities. Event organizers choose her for sessions that are both grounding and galvanizing—leaving audiences with language for their money story and clear next steps to change it.

Ray’Chel Wilson is a Certified Financial Therapist™ and Certified Financial Education Instructor® who helps first‑generation wealth builders and mission‑driven organizations heal financial trauma and turn it into financial traction. She is the CEO of... Show more

Technology lead for equity derivatives, delivering and supporting front-office trading platforms.

Technology lead for equity derivatives, delivering and supporting front-office trading platforms. Show more

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practices in​ software development and product delivery and adopting an agile mindset. Always interested in trying new approaches that would lead to continuous improvement and better delivery.
Backing this up with previous experience as a software developer, where my passion for agile and lean approaches started.

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practi... Show more

Tara Saxon is a Certified Money Coach, keynote speaker, and founder of The Intentional Wealth Co., where she helps high-achieving women build deep, grounded confidence with money - not just on paper, but in real life, under pressure, and at moments that truly matter.

Her work sits at the intersection of money psychology, decision-making, and identity. Tara is known for translating complex financial concepts into clear, human conversations that leave women feeling empowered rather than overwhelmed. She brings both commercial acumen and compassion to the room, blending practical strategy with insight into the emotional and intergenerational patterns that quietly shape our financial choices.

With a background spanning banking, project finance, and equities research, Tara understands high-stakes environments and big numbers. But it’s her ability to name what women aren’t taught about money - self-trust, internal permission, and the cost of chronic self-doubt - that resonates most deeply with audiences.

Tara speaks to organisations, conferences, and leadership audiences who want more than surface-level motivation. Her sessions spark reflection, challenge inherited beliefs, and give participants practical ways to make confident decisions without burning out, shrinking back, or second-guessing themselves.

Her signature message is simple and powerful: money isn’t just math - it’s mindset, memory, and identity. And when women change the way they relate to money, they change the way they lead their lives.

Tara Saxon is a Certified Money Coach, keynote speaker, and founder of The Intentional Wealth Co., where she helps high-achieving women build deep, grounded confidence with money - not just on paper, but in real life, under pressure, and at moments t... Show more

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financial domain.
Architecting the operationalization aspect in a client facing role, delivering relational and advanced analytics solution for large scale Operational and Data Warehouse implementations with focus on learning and innovation remained a constant part of my data journey.
Currently I am leading enterprise scale cloud data migrations in SQL Server/Snowflake/Azure SQL/Managed Instance/PostgreSQL and am involved with delivery of next generation Data & AI solutions using various data platforms. Also, I am managing large on/offshore teams, applying inclusive leadership, vendor management and technical skills.
As a woman in tech and part of data community, I have advanced with grit to create an impact, work with the mindset of ‘how I can’, passion for continuous learning and delivering results.
** I am board member of the New England SQL Server User Group, part of Snowflake Data Superhero 2025 program, member of PASS, speaker in PAAS Summit/Snowflake User Group/Azure Data User Groups/Data Saturdays/SQLBits. **

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financi... Show more

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

CPA teaching how to save, invest and build wealth

CPA teaching how to save, invest and build wealth Show more

I’m a Distinguished Full-Stack & AI Platform Architect within Enterprise Architecture at a leading financial services firm (TD Bank). I set the strategy, standards, and platforms that power predictive and generative AI across lines of business, then I review and approve solution architectures to ensure they’re secure, compliant, performant, and cost-effective at scale.

I design and govern the full stack: data and feature pipelines, vector/feature stores, model registries, retrieval pipelines, prompt & policy orchestration, evaluation harnesses, observability, and CI/CD for ML/LLM (MLOps/LLMOps) on hybrid cloud/Kubernetes. My mandate: turn high-value use cases into production systems with clear ROI while meeting model risk, security, privacy, and regulatory requirements.

What I do:

Lead enterprise AI platform strategy, reference architectures, and reusable patterns (RAG, fine-tuning, agentic workflows).

Chair/approve AI solution designs; codify guardrails (governance, lineage, access, PII/PCI, Responsible AI) and SLOs for latency, resiliency, and cost.

Stand up shared services—prompt management, evaluation & red-teaming, policy enforcement, and FinOps for AI/compute.

Partner with business, risk, and tech leaders to accelerate delivery from PoC to production.

Prior impact (select)

Built an offshore GenAI practice from 0→45+ in a year to support a $50M+ portfolio for a top software client; delivered custom RAG copilots, synthetic data pipelines, and domain model fine-tuning integrated with enterprise systems.

9+ years in conversational AI & contact center automation, delivering at scale with technologies like Microsoft Bot Framework, Copilot Studio/PVA, and M365 Copilot.

Focus areas
RAG architectures • LLMOps/MLOps • Vector databases • Model lifecycle & MRM • Guardrails & policy orchestration • Evaluation & red-teaming • Data products • Cost/performance engineering • Hybrid cloud/K8s • Observability & lineage • Regulatory compliance • Secure SDLC for AI

I’m passionate about building high-performing, diverse teams and scaling AI responsibly, so the business moves faster with confidence. If you’re shaping enterprise AI platforms or bringing complex use cases to production, let’s connect.

I’m a Distinguished Full-Stack & AI Platform Architect within Enterprise Architecture at a leading financial services firm (TD Bank). I set the strategy, standards, and platforms that power predictive and generative AI across lines of business, then ... Show more

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.

After building her own accounting firm from a one-woman practice into a thriving, self-managing business, Michelle became a sought-after speaker, trainer, and coach. She combines over 15 years of experience in financial strategy, operational efficiency, and leadership development with a relatable, down-to-earth teaching style that leaves audiences feeling empowered and equipped to act.

Michelle is known for turning complex topics—like delegation, financial systems, and team accountability—into practical tools leaders can apply immediately. Her sessions at Scaling New Heights, national podcasts, and industry conferences consistently earn top ratings for their actionable frameworks, interactive exercises, and genuine connection with participants.

Through her talks and programs, Michelle helps firm owners and service providers reclaim their time, build confident teams, and design businesses that thrive—without burning themselves out.

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.... Show more