Finance & Banking

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

Nancy McClelland CPA

Nancy McClelland CPA

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

She also runs the 'Ask a CPA' community: a non-judgmental, safe space for bookkeepers who want to learn more about preparing tax-ready books, collaborating with CPAs, booking complex accounting transactions, and breaking into advisory services.

Named one of the Top 10 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and 60’s go-go dancer!

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more

Sam Dengler

Sam Dengler

Sam Dengler is a Sr Principal Engineer at JPMorganChase, focused on AI-assisted developer experience, agentic systems, and high-scale event-driven architectures. He has spoken at AWS re:Invent, GOTO, Airflow Summit, and DevNexus on topics ranging from serverless patterns to distributed systems. Previously at AWS and Capital One, Sam has authored technical content on the AWS Compute, Architecture, and Database blogs, and designed official AWS training courses on event-driven and serverless architectures. When he's not building systems that refuse to die, he's probably debugging one that should have.

Sam Dengler is a Sr Principal Engineer at JPMorganChase, focused on AI-assisted developer experience, agentic systems, and high-scale event-driven architectures. He has spoken at AWS re:Invent, GOTO, Airflow Summit, and DevNexus on topics ranging fro... Show more

Gregory Thoke

Gregory Thoke

Gregory Thoke is an entrepreneur based in Fort Collins, Colorado, with over a decade of professional experience in finance, strategy, and business development. He applies a disciplined, data-driven approach to building and scaling ventures, focusing on long-term growth, operational efficiency, and calculated risk management.

After beginning his career in financial services, Gregory transitioned into entrepreneurship, where he leverages his financial expertise to evaluate opportunities, manage cash flow, and execute sustainable growth strategies. His background provides a structured foundation for decision-making while allowing flexibility to innovate and adapt in competitive markets.

He earned his degree in Finance from the University of Northern Colorado’s Monfort College of Business in 2012. He is currently pursuing his MBA at Colorado State University, further strengthening his expertise in leadership, operations, and strategic management.
Outside of business and academics, Gregory enjoys skiing, hiking Colorado’s mountains, volunteering, and spending time with his family — embracing the same resilience, preparation, and long-term mindset that guide his professional work.

Gregory Thoke is an entrepreneur based in Fort Collins, Colorado, with over a decade of professional experience in finance, strategy, and business development. He applies a disciplined, data-driven approach to building and scaling ventures, focusing ... Show more

Ursula Spencer

Ursula Spencer

Ursula Spencer is an eDiscovery and information governance SME with deep roots in enterprise Microsoft ecosystems. She pioneered and led the Federal Reserve System’s eDiscovery function following the 2008 financial crisis, designing defensible data collection and review workflows across 12 Reserve Banks. Her work supported Congressional investigations, regulatory audits, and high risk litigation, reducing manual processing by over 80 percent while maintaining NIST and FISMA aligned audit readiness. She has since led system wide migrations to Microsoft 365, designed governance ready collaboration environments, and advised public and private sector organizations on secure, people centered M365 adoption.

Today, Ursula designs secure, people centered adoption strategies for public sector, education, and enterprise organizations. She specializes in translating emerging technologies including AI, XR, VR, and AR into governed, scalable solutions that accelerate transformation while protecting data and compliance posture. Her approach blends deep technical expertise with change leadership, helping organizations safely navigate AI’s inflection point.

An award winning technologist, she has spoken at Politico LIVE, Microsoft Elevate and Innovate, BaddieCon, CIAA Tech Summit House, and the National Museum of African American History and Culture, where she shares practical frameworks for AI readiness, collaboration at scale, and career reinvention in emerging tech.

Ursula Spencer is an eDiscovery and information governance SME with deep roots in enterprise Microsoft ecosystems. She pioneered and led the Federal Reserve System’s eDiscovery function following the 2008 financial crisis, designing defensible data c... Show more

Philip Hillman

Philip Hillman

I'm a Product Strategy and UX Leader currently serving as UX Manager at Google in Zurich, Switzerland, with over 25 years of experience in digital product design, building and directing high-performing design organizations at scale.

I specialize in Product Strategy and Design Operations (DesignOps), leveraging AI to transform both how teams design and how users interact with products, systems, and services, driving measurable commercial impact across FinTech, AdTech, and E-commerce.

Previously, I served as Head of UX Research and Design at Credit Suisse (2017-2021) and Senior UX Design Manager at Amazon (2016), with earlier leadership roles at Tesco, Accenture, and Barclays.

I deliver keynotes and workshops on UX leadership, design operations, AI-powered design transformation, and building high-performing teams. My sessions focus on practical frameworks for scaling design organizations, navigating the IC-to-leader transition, and leveraging AI to accelerate both team workflows and product capabilities.

British-born and based in Zurich since 2017.

I'm a Product Strategy and UX Leader currently serving as UX Manager at Google in Zurich, Switzerland, with over 25 years of experience in digital product design, building and directing high-performing design organizations at scale. I specialize i... Show more

Cíntia Guberovic

Cíntia Guberovic

Sou KCP (Kanban Coaching Professional) e atuo como Superintendente de Governança, Planejamento e Performance no PagBank. Tenho carreira de +20 em TI com foco em agilidade nos últimos 12 anos. Hoje sou responsável pela expansão da agilidade organizacional, Gestão de Projetos e Portfolio do PagBank, através da disseminação de melhores práticas como alavanca de negócios, utilizando conceitos de Business Agility, Kanban e KMM como ferramentas de crescimento exponencial e maturidade organizacional, melhorando a assertividade no atingimento dos objetivos em níveis estratégicos e táticos. Sou também responsável pela gestão e alavancagem do plano de desenvolvimento profissional dos especialistas em agilidade, projetos e portfolio de um dos maiores bancos digitais do Brasil.

Sou KCP (Kanban Coaching Professional) e atuo como Superintendente de Governança, Planejamento e Performance no PagBank. Tenho carreira de +20 em TI com foco em agilidade nos últimos 12 anos. Hoje sou responsável pela expansão da agilidade organizaci... Show more

Diogo Ribeiro Braga

Diogo Ribeiro Braga

Diogo Ribeiro Braga is the Lead Data Scientist of Erste Group’s Risk AI Lab, the bank’s innovation center for AI in Risk Management. His work combines data architecture and software design principles with innovative approaches in graph technology, agentic AI, and advanced machine learning to build explainable, reliable, and scalable solutions.

Diogo Ribeiro Braga is the Lead Data Scientist of Erste Group’s Risk AI Lab, the bank’s innovation center for AI in Risk Management. His work combines data architecture and software design principles with innovative approaches in graph technology, ag... Show more

Jordi Coll Marin

Jordi Coll Marin

My name is Jordi Coll Marin and I was born in a city called Olot. I am from Spain and I currently live in The Netherlands. I joined Just Eat Takeaway.com on March 2021. As an experienced Android developer, I have worked on a wide range of projects, from small-scale applications to large and complex system integrations. Nowadays and after almost 5 years working in the company, I lead a backend team in the Fintech department at Just Eat Takeaway.com.

I am passionate about sports and I highly recommend incorporating physical activity into your weekly routine. It can truly make a significant difference in various aspects of your life!

My name is Jordi Coll Marin and I was born in a city called Olot. I am from Spain and I currently live in The Netherlands. I joined Just Eat Takeaway.com on March 2021. As an experienced Android developer, I have worked on a wide range of projects, f... Show more

Ahmad Alsharif

Ahmad Alsharif

Ahmad Alsharif is a Google Cloud Authorized Trainer and a Cloud Architect Consultant at Eastnets. He specializes in Application modernization, Kubernetes, and Serverless, driving the design and implementation of cloud environments for complex highly-regulated financial workloads. He also leads the Google Developer Group Amman, actively advocating for Cloud-native technologies.

Ahmad Alsharif is a Google Cloud Authorized Trainer and a Cloud Architect Consultant at Eastnets. He specializes in Application modernization, Kubernetes, and Serverless, driving the design and implementation of cloud environments for complex highly-... Show more

Chris Boose

Chris Boose

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions that drive operational efficiency and business impact.

I have worked with AI-driven systems for clients using tools such as Azure AI, Power Platform's AI, and Copilot Studio, focusing on intelligent automation, adaptive interfaces, and seamless digital experiences. My background includes contributions to customer service, government, and financial sectors, where I've leveraged various technology solutions to streamline complex processes and enhance decision-making.

A proponent of sustainable business practices, I bring a strategic lens to technology implementation—ensuring solutions are not only cutting-edge but also aligned with long-term organizational values. My ability to bridge technical execution with thoughtful design and industry insight makes me a valuable asset in any forward-thinking enterprise.

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions tha... Show more

Lolu Olufemi

Lolu Olufemi

Lolu Olufemi a.k.a Lolu Lessons is a Change Management Speaker, Consultant and Coach, helping organisations and individuals unlock their potential to navigate change with purpose and clarity.

Raised in Scotland, born in Nigeria, and having lived in seven different cities, Lolu has experienced first-hand the complexities of personal and professional transitions. Her journey from finance to change management consulting has taught her one crucial lesson: change is about people.

With an MBA from Imperial College London and 18+ years of experience in the Big 4 leading teams and working with multi-national clients, Lolu brings hands-on expertise in people-centred change management. Her practical, jargon-free approach has helped organisations across finance, retail, government, and media navigate change successfully by putting people at the heart of change.

Known for her engaging #LoluLessons across social media, Lolu makes change management accessible, actionable, and human.

Lolu Olufemi a.k.a Lolu Lessons is a Change Management Speaker, Consultant and Coach, helping organisations and individuals unlock their potential to navigate change with purpose and clarity. Raised in Scotland, born in Nigeria, and having lived ... Show more

Richard Munn

Richard Munn

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional SQL community event.

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional... Show more

Vishal Gangarapu

Vishal Gangarapu

Vishal Gangarapu is an accomplished finance transformation leader with over 13 years of experience driving revenue growth and operational efficiency through data-driven strategies. Currently serving as Executive Director of Finance Data Analytics & Transformation at Mizuho Financial Group, Vishal leads enterprise-wide initiatives to modernize financial operations and integrate advanced analytics into strategic decision-making.
Throughout his career at organizations including Dell Technologies, Goldman Sachs, and North Highland Worldwide Consulting, Vishal has consistently delivered measurable business impact—from implementing pricing optimization models that increased margins by 50 basis points to developing financial data intelligence strategies that improved market share by 120 basis points. His expertise spans financial planning, data analytics, business architecture, and digital transformation across multiple industries.
A strategic thinker with technical acumen, Vishal leverages his skills in financial modeling, SQL, Python, EPM and business intelligence tools to translate complex data into actionable insights. His innovative approach to financial strategy has resulted in millions in cost savings and revenue generation for global organizations.
Vishal holds an MBA in Finance from Texas A&M University and a Bachelor of Technology from the Indian Institute of Technology Madras. He is a certified Scuba diver and avid traveler who has visited 44 US states and 10 countries.

Vishal Gangarapu is an accomplished finance transformation leader with over 13 years of experience driving revenue growth and operational efficiency through data-driven strategies. Currently serving as Executive Director of Finance Data Analytics & T... Show more

Tanvi Mittal

Tanvi Mittal

Tanvi Mittal is an experienced QA professional with over 14 years in test automation, software quality, and DevOps practices. She has worked across enterprise and banking systems, solving complex testing challenges where reliability and compliance are critical. In recent years, Tanvi has focused on integrating AI into QA—pioneering self-healing frameworks, predictive defect analysis, and intelligent pipelines that reduce test maintenance and accelerate delivery. Beyond her technical expertise, she mentors professionals transitioning into AI-enabled QA careers and speaks about the evolving role of quality engineering. She is passionate about building resilient systems and empowering QA professionals to thrive in the AI era.

Tanvi Mittal is an experienced QA professional with over 14 years in test automation, software quality, and DevOps practices. She has worked across enterprise and banking systems, solving complex testing challenges where reliability and compliance ar... Show more

Alvaro Callero

Alvaro Callero

I’m a Staff Engineer and Computer Engineer with 12 years of full experience in the IT industry, with passion for learning cutting-edge technologies.

I’ve participated in more than 15 projects in cross-functional teams between 6 and 12 people, with clients like Paypal, Ancestry, Salesforce, Mercedes Benz, Bancolombia, just to name a few, so I feel comfortable being involved in industries like Software, Health, Finance, Energy. etc.

In my latest projects I met Elixir and I just fell in love with this functional programming language, and how complex problems can be solved in a fancy way, tackling situations like high availability, concurrency and distributed systems.

I was one the speakers at ElixirConf 2024 in Orlando, at Code BEAM America 2025 in SF, and ExMex 2025 in Austin!!

I really enjoy being able to support and encourage the growth of the Elixir community!

I’m a Staff Engineer and Computer Engineer with 12 years of full experience in the IT industry, with passion for learning cutting-edge technologies. I’ve participated in more than 15 projects in cross-functional teams between 6 and 12 people, with... Show more

Parker Wilson

Parker Wilson

Parker Wilson is a Chartered Professional Accountant recognized for delivering clear, strategic, and dependable financial guidance to businesses, professionals, and privately held organizations. His work is centered on helping clients navigate financial complexity with confidence while building structures that support long-term stability and growth.

With a strong foundation in accounting, taxation, and financial advisory, Parker works closely with clients to understand the full context of their operations, goals, and challenges. Rather than offering generic solutions, he focuses on practical strategies that align financial reporting, tax planning, and business decision-making. His approach emphasizes clarity, accuracy, and foresight, enabling clients to make informed choices that strengthen both performance and governance.

Parker’s advisory work extends beyond compliance. He supports organizations through critical stages such as growth planning, restructuring, risk management, and performance improvement. By translating financial data into meaningful insights, he helps business owners and executives identify opportunities, manage risk, and maintain control as their operations evolve. His guidance is particularly valued by clients who require thoughtful financial leadership without unnecessary complexity.

Integrity, professionalism, and attention to detail define Parker’s working style. He is known for building long-term client relationships based on trust, transparency, and consistent results. Clients value his ability to explain complex financial matters in a clear and direct manner, allowing them to engage confidently in strategic discussions and planning.

Through his work, Parker Wilson remains committed to supporting sustainable business success. His focus on sound financial discipline, proactive planning, and strategic advisory ensures that clients are well positioned to meet today’s challenges while preparing for future opportunities.

Parker Wilson is a Chartered Professional Accountant recognized for delivering clear, strategic, and dependable financial guidance to businesses, professionals, and privately held organizations. His work is centered on helping clients navigate financ... Show more

Annie Margarita Yang

Annie Margarita Yang

Annie Margarita Yang is the definitive voice in Millennial finance, specializing in strategies for beating today’s tough economic challenges. She is the author of an award-winning, best-selling new book, The 5-Day Job Search, which helps young professionals get out of student loan debt while finding the ideal job.

With more than 1 million views on YouTube, her witty approach to tough talk sets her apart from others.

Annie’s journey began with a powerful motivation: to prove her high school guidance counselor wrong. Her guidance counselor drilled into her that she would be a failure for the rest of her life if she didn’t go straight to college and borrow $40,000 to get the degree. Annie refused to believe it. She secured three accounting jobs in a row in only 5 days, without the formal accounting degree.

And now Annie shares her methods with others so that they can do the same. Her candid style cuts through the noise, delivering foolproof advice for real-world challenges. Far from generic tips, her tips focus on practical steps to quickly improve finances, especially for challenges unique to Millennials.

Based in Boston with her husband, Annie complements her professional life with a love for piano, adding another layer to her multifaceted persona.

Annie Margarita Yang is the definitive voice in Millennial finance, specializing in strategies for beating today’s tough economic challenges. She is the author of an award-winning, best-selling new book, The 5-Day Job Search, which helps young profes... Show more

Gabriel Yomi Dabiri

Gabriel Yomi Dabiri

Gabriel Yomi Dabiri is a finance attorney based in the United States who focuses his practice on private credit and direct lending matters. He currently serves in a global leadership capacity at his law firm, advising clients on domestic and cross-border finance transactions, restructurings, and special situations. His work reflects a steady, measured approach, centered on clear communication, careful analysis, and an understanding of how legal decisions affect broader business objectives in complex, often time-sensitive financial matters.

Gabriel has developed broad experience across a wide range of financing structures, including senior, mezzanine, and subordinated debt, as well as unitranche and multi-lien arrangements. His practice also includes cash flow lending, asset-based facilities, subscription lines, distressed debt, debtor-in-possession financings, and real estate-related structures. This breadth allows him to assist lenders, sponsors, and borrowers in both routine transactions and more complex financings that require disciplined judgment and close attention to market terms.

Gabriel dedicates a significant portion of his work to expanding and strengthening a global private credit and direct lending platform. He regularly advises on intercreditor negotiations, subordination arrangements, and restructuring matters that require practical solutions rather than abstract theory. His approach is grounded in understanding client priorities and risk tolerance, allowing him to help structure outcomes that are commercially realistic while remaining legally sound in challenging and evolving market conditions.

Gabriel Yomi Dabiri brings an international perspective shaped by years of living and working across major financial centers worldwide. He is admitted to practice law in the United States and England and Wales, enabling him to advise on transactions governed by different legal systems. This dual qualification supports his work on cross-border financings and multi-jurisdictional structures, helping clients manage complexity while maintaining consistency and efficiency across jurisdictions.

Gabriel began his legal career with training at an international law firm, where he worked across several offices and developed a strong foundation in banking and finance. He later joined another global firm as an associate, where he gained deeper exposure to private credit transactions and secured his first significant client in that space during his mid-level years. He then moved to another firm to further build his private credit practice and technical expertise.

Gabriel later accepted an opportunity to establish a private credit and cross-border finance practice at a national firm, while also serving as managing partner of its New York office. During his leadership tenure, the office experienced substantial growth in personnel and operations, eventually requiring expansion into additional space. He was actively involved in planning and development efforts, reflecting his belief that strong legal practices depend on thoughtful leadership and sustainable growth.

Gabriel Yomi Dabiri holds an academic background that combines economics, political science, and law, reflecting an early interest in the interaction between financial markets and legal systems. This education supports his ability to assess transactions from both legal and economic perspectives, particularly in matters involving layered capital structures or competing stakeholder interests. His training enables him to engage thoughtfully with complex issues and provide guidance that is grounded and well-reasoned.

Gabriel is also committed to contributing beyond his legal practice through philanthropy, volunteer service, and mentorship. He has served in governance and advisory roles for organizations focused on economic empowerment and has volunteered his legal skills in support of health-related initiatives. In addition, he mentors professionals and participates in knowledge-sharing efforts within the legal community, aiming to support responsible practice and long-term professional development.

Gabriel Yomi Dabiri is a finance attorney based in the United States who focuses his practice on private credit and direct lending matters. He currently serves in a global leadership capacity at his law firm, advising clients on domestic and cross-bo... Show more

Yasir Naveed Riaz

Yasir Naveed Riaz

Yasir Naveed Riaz is a Digital Transformation and Cybersecurity specialist with 20+ years of experience leading high-impact technology programs across fintech, digital payments, public services, and enterprise modernization in the GCC.

He has delivered mission-critical initiatives in Zero Trust architecture, cloud security, AI-driven automation, citizen experience platforms, document modernization, and secure digital payment infrastructures for major banks, government entities, and large enterprises.

Yasir is also deeply focused on AI enablement for diverse audiences — including students, parents, teachers, healthcare professionals, SMEs, and organizational leaders — helping them understand, adopt, and responsibly leverage AI in their personal and professional lives.

His expertise spans: AI readiness, cybersecurity governance, digital safety, fintech protection, public-sector modernization, enterprise architecture, and next-gen workforce skills development.

Yasir speaks passionately about bridging the gap between technology and people, empowering communities to thrive in a secure and AI-enabled digital era.

Yasir Naveed Riaz is a Digital Transformation and Cybersecurity specialist with 20+ years of experience leading high-impact technology programs across fintech, digital payments, public services, and enterprise modernization in the GCC. He has deli... Show more

Matthew Schneider

Matthew Schneider

My work sits at the intersection of real estate, finance, and digital infrastructure. I’ve researched and operated in this space since 2020, though I had been tracking blockchain and digital assets closely since 2017. I first founded a company focused on tokenized investment syndication, a path that led me to explore how AI, blockchain, and IoT could bring new levels of transparency, efficiency, and liquidity to real estate.

That experience grew into Building, a company focused on turning messy real estate data into something organized, trusted, and usable. We work with developers and asset managers to streamline their information and get their properties ready for valuations, compliance, and tokenization. The aim is to make every project finance-ready from the start.

I’m extremely cross-disciplinary, juggling a wide range of fields daily: architecture, engineering, construction, operations, urban planning, sustainability, blockchain, artificial intelligence, data science, capital markets, compliance, banking, and policy.

Outside of running a startup, I travel the world speaking publicly—keynotes, panels, and roundtables—while collaborating with startups, institutions, and government officials. My work advocates for RWA tokenization, data standards, and smarter cities. Improving the built environment and all its dependencies is one of the most challenging, but rewarding, pursuits.

I also host Code & Concrete, a podcast exploring real estate, technology, and the systems that hold cities together.

My work sits at the intersection of real estate, finance, and digital infrastructure. I’ve researched and operated in this space since 2020, though I had been tracking blockchain and digital assets closely since 2017. I first founded a company focuse... Show more

Spyridon Amvrakidis

Spyridon Amvrakidis

My name is Spyridon Amvrakidis, a 25-year-old Cloud Operations Lead working with secure cloud and on-premise infrastructure for government and large financial enterprises. I focus on cloud security, automation, Kubernetes and hybrid architecture. I also run my own company to educate new engineers on building secure, reliable infrastructure. I believe in cloud-agnostic security and strong teams through education and open collaboration.

My name is Spyridon Amvrakidis, a 25-year-old Cloud Operations Lead working with secure cloud and on-premise infrastructure for government and large financial enterprises. I focus on cloud security, automation, Kubernetes and hybrid architecture. I a... Show more

Domingos Dias

Domingos Dias

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas.

É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automação de processos.

Iniciou a sua carreira como desenvolvedor Java, migrando para typescript(Angolar ~10), php e frameworks deste, participando no desenvolvimento e implementação de sistemas como SIGHOSP e MEDANGOLA, utilizados em instituições como o Hospital Geral dos Cajueiros, Hospital Josina Machel, Unicargas, ENDE, entre outras clínicas e organizações.

Ao longo da sua trajetória, trabalhou para o Standard Bank Angola, Banco Keve e BCI, estes dois últimos atuando como consultor pela empresa Selenium.

É cofundador da ANDROMEDA, responsável pelo desenvolvimento e licenciamento, junto à AGT e APD, do sistema de faturação, logística e contabilidade MULTIGEST.

Atualmente, exerce funções como consultor e arquiteto de soluções de automação para uma multinacional(INM).

Foi vencedor do primeiro Hackathon do Standard Bank Angola, já colaborou em projetos open source e tornou-se o primeiro angolano a ter um conector aprovado e disponibilizado no marketplace oficial da Camunda (Alemanha).

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas. É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automa... Show more

Josh Dunn

Josh Dunn

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. Josh’s current focus is on agentic AI and context engineering for regulated environments, where using advanced data architectures is necessary to ensure correctness, auditability, and alignment with operational reality.

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. ... Show more

Arpit Gupta

Arpit Gupta

Visionary CTPO who led teams across Amazon, Yahoo, Oracle and have held leadership roles at Walmart, Indeed, Coupang etc Currently CTPO with Actionable Analytics a TaaS firm leveraging Gen AI, cloud, data to provide exceptional CX to enterprises across the world. Focus on eCom, FinTech, Telco, AdTech, EdTech and HealthTech

Visionary CTPO who led teams across Amazon, Yahoo, Oracle and have held leadership roles at Walmart, Indeed, Coupang etc Currently CTPO with Actionable Analytics a TaaS firm leveraging Gen AI, cloud, data to provide exceptional CX to enterprises acro... Show more

Matthew J Smith

Matthew J Smith

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how financial strategy connects to real-world performance. His background includes responsibilities in both hedge funds and public companies, allowing him to approach decisions with balance and clarity. Through every stage, he has focused on steady progress and responsible management.

He started his career as an analyst, where he gained valuable experience in studying companies, assets, and market cycles. In these early roles, he learned how to evaluate financial data, forecast potential results, and assess business risks. Those lessons shaped his careful and structured way of thinking about investments. His time in these positions provided him with the tools to interpret economic patterns and enhance his ability to make informed, disciplined decisions in complex environments.

Matthew advanced into senior research and portfolio management roles within established investment firms. His work focused on the industrial and energy sectors, where changing market trends demanded thoughtful analysis. By concentrating on the relationships between cyclical and long-term market forces, he refined an approach that valued consistent research and sound judgment. His contributions supported institutional portfolios managing significant assets, where he maintained an emphasis on careful evaluation, long-term focus, and risk control in rapidly evolving markets.

He carried those principles into his own firm when he founded Deep Basin Capital. As Managing Partner and Chief Investment Officer, he created a strategy that combined detailed industry analysis with teamwork and structured processes. Matthew led efforts in recruiting, technology development, and investment execution, prioritizing investor trust at every step. Under his guidance, the firm grew and ultimately completed its operations successfully, reflecting his commitment to disciplined leadership and long-term value creation.

He later extended his experience into the public company space, serving as both a board member and Chief Financial Officer for a merchant power and data center operator. In this capacity, he managed financial reporting, operational planning, and asset oversight during a period of organizational challenge. His steady leadership supported financial recovery, strategic development, and a sale that provided strong results for stakeholders. The experience strengthened his understanding of governance and operational responsibility.

Matthew J Smith continues to value community involvement alongside professional work. He founded a food drive that helps families in need and has sustained the initiative over several years with consistent local support. Outside of his career, he enjoys sports, outdoor activities, and creative projects that balance his demanding professional life. His outlook combines financial understanding, operational discipline, and a genuine commitment to steady improvement. He remains focused on making meaningful contributions to both his field and the community.

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how finan... Show more

Ram Ghadiyaram

Ram Ghadiyaram

Ram Ghadiyaram is a seasoned Data Analytics & AI professional, mentor, and innovator with over 20 years of extensive software engineering experience in Big Data, Analytics, and Fintech. He has led major data initiatives at global financial institutions, consistently delivering transformative solutions that harness the power of large-scale data processing. Ram’s technical acumen is highlighted by his recognition as an Apache Spark , Scala Gold Badge award, reflecting his deep expertise in distributed computing and high-performance analytics. He also holds multiple gold badges on Stack Overflow, underscoring his commitment to technical excellence and community-driven knowledge sharing. Driven by curiosity and a passion for innovation, Ram continues to shape the future of Data engineering and AI in the financial sector and beyond.

Ram Ghadiyaram is a seasoned Data Analytics & AI professional, mentor, and innovator with over 20 years of extensive software engineering experience in Big Data, Analytics, and Fintech. He has led major data initiatives at global financial institutio... Show more

J. Grant Mizell, CPM

J. Grant Mizell, CPM

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

Edwin Kwan

Edwin Kwan

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

Nataliia Petryshak

Nataliia Petryshak

Nataliia Petryshak is an experienced Product Manager and Business Analyst with over 13 years of experience across diverse industries, including IT product development, SME banking, and financial analysis. Her adaptable approach has allowed her to excel in various project phases, from initial concept to successful launch, in both startup and corporate environments. Has BA resource management and educational initiatives leadership experience. Currently pursuing an MBA in Technology Management (TUHH, Hamburg, Germany), Nataliia is passionate about leveraging data-driven insights, fostering cross-functional collaboration and knowledge sharing, and driving innovation across different domains.

I am a true detective at heart, with a passion for uncovering real needs and solving complex problems. As a trainer, lecturer, and mentor, I’ve shared my expertise in Business Analysis and Product Management, supporting Women in Tech globally and mentoring Ukrainian scientists through the Seeds of Bravery project.

In my professional life, I try to focus on sustainable leadership,ethical innovation and AI, demonstrating how technology can be leveraged responsibly to deliver real-world, impactful solutions.

Nataliia Petryshak is an experienced Product Manager and Business Analyst with over 13 years of experience across diverse industries, including IT product development, SME banking, and financial analysis. Her adaptable approach has allowed her to exc... Show more

Anurag Malik

Anurag Malik

Anurag Malik is a Staff Software Engineer at Intuit, where he leads the data infrastructure powering QuickBooks Capital — a lending platform that has originated over $4 billion in small business loans. He specializes in real-time distributed data systems, ML-driven credit decisioning, and large-scale Apache Spark and Databricks pipelines in production FinTech environments.

His work includes reducing ML scoring latency from 24 hours to under 10 minutes, migrating 400+ legacy pipelines to optimized PySpark, and architecting Intuit's privacy-safe lending data collaboration platform using Databricks Clean Rooms — a first-of-its-kind implementation in financial services that he presented at the Databricks Data + AI Summit 2025.

Anurag writes for HackerNoon, DZone, and Medium's Towards Data Engineering publication, and has served as a peer reviewer for ICML, ICCV, and NeurIPS workshops. He holds an M.S. in Computer Science (Distributed Systems & Big Data Analytics) from Rochester Institute of Technology.

Anurag Malik is a Staff Software Engineer at Intuit, where he leads the data infrastructure powering QuickBooks Capital — a lending platform that has originated over $4 billion in small business loans. He specializes in real-time distributed data sys... Show more

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