Finance & Banking

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

Hernan Parada

Hernan Parada

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity.
I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years.
I started out doing tech support for internet services, then worked as a systems auditor at PwC.
For 10 years, I led teams handling tech and operational risk management. My curiosity pushed me to explore other industries too — I took on cybersecurity roles, and then became IT Manager in the civil aviation sector in the public sphere, where I stayed for nearly six years.
Now I’m back to my first love — the financial world — and currently working as a CISO at a financial company.

And as a little "bonus track": I'm passionate about communication, so I went back to something I left hanging in my teens — in 2021, I graduated as a Professional Radio & TV Broadcaster from ETER School of Communication.

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity. I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years. ... Show more

Sathishkumar Palanisamy

Sathishkumar Palanisamy

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for leveraging advanced technologies to automate business processes, optimize workflows, and enable seamless digital transformation in the financial sector.

Sathish has successfully delivered end-to-end automation strategies across diverse markets, having worked extensively in both India and the United States. His unique global perspective empowers him to craft scalable, innovative solutions that bridge the gap between technology and business goals.
Prior to his current role, Sathish served as Senior Enterprise Architect, AVP at Citizens Financial Group, where he led enterprise-wide initiatives to integrate automation, improve operational efficiency, and enhance customer experiences. His leadership in driving strategic technology solutions resulted in significant business growth and elevated technological capabilities within the organization.

Currently, as an Expert Enterprise Architect at Discover Financial Services, Sathish is dedicated to pushing the boundaries of automation to transform banking operations. With a strong foundation in Computer Science, he specializes in creating advanced automation platforms that augment human potential, streamline complex business processes, and enable organizations to stay ahead in a rapidly evolving digital landscape.

Sathish is passionate about the future of automation, where he continues to lead industry evolution with forward-thinking technology solutions.

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for levera... Show more

Dominik Moser

Dominik Moser

He studied Software Engineering at the Vienna University of Technology.

Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering".

In recent years, he has been serving as Backend Chapter Lead and Architect at Erste Group, where he has contributed to building George, one of Europe’s leading online banking platforms.

He studied Software Engineering at the Vienna University of Technology. Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering... Show more

Alistair Corrie

Alistair Corrie

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results which confirmed what he had been trying to do all his life.

In 2003 Alistair and his wife decided that every year they would a) learn a new skill, b) do something new and c) go somewhere new. They are living proof that we can reclaim the natural agility we were born with.

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results whic... Show more

Maria Carrasco

Maria Carrasco

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estudio empírico de las sonrisas de volatilidad en el mercado de opciones alemán (DAX) entre 2017 y 2022, utilizando herramientas como Python, Spyder y modelos de machine learning para el análisis de series temporales de alta frecuencia.

Ha trabajado integrando enfoques estructurados de datos con tecnologías modernas de inteligencia artificial y herramientas en la nube. Además, participa activamente en comunidades tecnológicas vinculadas al ecosistema cripto, blockchain y DeFi, y colabora en proyectos de innovación con impacto social en América Latina, promoviendo la participación de mujeres en STEM y liderando iniciativas de inclusión digital. Destaca su rol en COINTER, la primera cooperativa digital en blockchain, donde apoyó programas de mentoría y capacitación enfocados en la inclusión de mujeres en finanzas y tecnología.

Apasionada por traducir conceptos complejos en soluciones aplicadas, María combina la solidez académica con una visión práctica del uso de AI en entornos financieros y de datos masivos.

Cuenta también con experiencia en evaluación, sistematización y transversalización de género, apoyando procesos de capacitación, diseño de herramientas institucionales y consultorías orientadas a promover la igualdad y la equidad en políticas públicas y proyectos de desarrollo.

Reconocimientos y distinciones

•Capacitación para gerentes de cooperativas sobre Big Data y su impacto en la toma de decisiones en el sector financiero – Enfoque en cooperativas, 2025 | FACACH
Beca completa para asistir al Crypto Cities Summit, 2025 | Roatán
•Primer lugar en el programa de mentoría a COINTER, la primera cooperativa digital en blockchain, 2025 | IMPACT HUB
•Facilitadora de capacitación en Seguridad Básica en Bitcoin, 2025 | La Bitcoinera
•Facilitadora de capacitación en Aplicaciones Reales de Bitcoin en Honduras, 2025 | La Bitcoinera
•Facilitadora de capacitación en Introducción a Bitcoin y su importancia, 2025 | La Bitcoinera
•Conferencista invitada en “Building with AI”, 2025 | Google Developer Groups
•Ambassador’s Distinguished Appreciation Award, 2008 | Embajada de Estados Unidos en Tegucigalpa

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estu... Show more

Justin Dragos

Justin Dragos

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss.

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss. Show more

Erin Sykes

Erin Sykes

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation.

Specializing in helping clients year-round in Palm Beach, The Hamptons, New York City, and the New Jersey coast, Erin utilizes her combined background in finance and construction to take an analytical and qualitative approach to amplifying clients’ return on investment.

With a background in commercial and luxury residential construction at her family’s 120+ year-old firm and certification as a LEED AP – New Construction, Erin understands how to optimize new development and intricate renovation using sustainable and architecturally-appropriate materials and methodology.

As a business news contributor, Erin is responsible for developing and translating real estate trend data into consumer and industry insights. She reports on monthly housing starts, new developments, rate changes and general industry trends for all major news outlets.

Erin is often interviewed by Fox Business News, CNBC, TODAY, CNN, NBC Nightly News, The Real Deal, Bloomberg, Mansion Global, Forbes, TechCrunch, and Inc. She holds an MBA from Pepperdine University and a Bachelor's in Finance and International Business from Villanova University.

Erin resides between Palm Beach, NYC & Longport, NJ and is deeply involved with the Historical Society of Palm Beach County, Opportunity, Inc., and the Southampton Hospital Foundation.

Follow Erin on Instagram and Twitter @SykesStyle

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation. Specializing in helping clients year... Show more

Warren Rocchi

Warren Rocchi

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. That was the girl, and as for SQL and Data the affair continues. Warren consults as a Data Engineer for Moyo Business Advisory and is a volunteer Lead for Johannesburg Data Platform. In his spare time he likes Mountain biking, Ice Skating, Offroad 4x4ing and Cleaning up Rivers

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. T... Show more

Sanath Chilakala

Sanath Chilakala

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architecture, Advanced Data Engineering, Data Governance, Artificial Intelligence, Data Analytics, and Regulatory Reporting, with a strong emphasis on regulatory compliance and data integrity.

I possess niche skills in AI model development and deployment, including proficiency in natural language processing (NLP) and machine learning (ML) algorithms that enhance predictive analytics capabilities. In Data Architecture, I excel in designing cloud-native architectures, implementing data lakes, and optimizing data warehousing solutions. My Data Governance expertise includes establishing frameworks for data stewardship, data quality management, and compliance with regulations such as HIPPA and GDPR.

Throughout my career, I have successfully developed scalable data models and architectures that support real-time analytics and machine learning initiatives, driving enhanced decision-making and operational efficiencies. In the Healthcare industry, I have led projects that align data governance practices with regulatory standards, ensuring the protection of sensitive patient information while maximizing the utility of health data for clinical insights. In the Life Insurance sector, I have engineered data solutions that optimize underwriting processes and claims management through the integration of advanced analytics. In Finance, I have focused on improving compliance reporting mechanisms, employing sophisticated analytics to ensure accuracy and timeliness in submissions to regulatory bodies.

My leadership philosophy emphasizes collaboration with cross-functional teams, aligning data architecture strategies with overarching business goals. I advocate for a culture of innovation, empowering teams to explore emerging technologies and methodologies that promote continuous improvement. I am passionate about mentoring emerging data professionals and sharing best practices in data management and governance to foster organizational growth.

In summary, my extensive background as a Director of Data and AI equips me to deliver sophisticated data solutions that effectively address the unique challenges within the Healthcare, Life Insurance, and Finance industries, while ensuring compliance and enhancing operational capabilities.

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architectur... Show more

Rashi Agrawal

Rashi Agrawal

Rashi leads AI Engineering at GoodLeap, a leading FinTech startup revolutionizing sustainable energy financing. She orchestrates cross-functional teams across the globe, driving enterprise-wide AI transformation initiatives that optimize everything from customer engagement to loan processing and servicing.

Combining strategic vision with deep technical expertise, Rashi has pioneered AI-driven automation solutions, sophisticated risk assessment systems, and intelligent decision-making platforms that deliver tangible business outcomes through Generative AI and agentic AI platforms.

Before GoodLeap, Rashi led engineering teams at Yahoo, where she converted early challenges into notable successes, significantly expanding their advertising business. Her active involvement in engineering and leadership communities enriches her approach, seamlessly integrating technical innovation with strategic business transformation. Beyond her professional pursuits, Rashi is an enthusiastic world traveler who has explored over 40 countries, bringing valuable global perspectives to her leadership role.

Rashi leads AI Engineering at GoodLeap, a leading FinTech startup revolutionizing sustainable energy financing. She orchestrates cross-functional teams across the globe, driving enterprise-wide AI transformation initiatives that optimize everything f... Show more

David Adeleke

David Adeleke

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally.

David is a leading investment professional and executive with close to a decade of experience, and has transacted millions of dollars in capital across different scope of business operations. His experience spans deal origination, execution, portfolio management, exits, business building, operations, board formation and management.

David was the CEO / Head, Investment Manager at Daxlinks Global LTD which he secured debt-equity in a bid to further her mission of making more and more people experience financial well-being through providing a wide range of financial service like credit facilities, savings, investments amongst others.

However, He is currently the Founder/CEO of Zeeh Africa, an open Banking API solution / KYC provider in a bid to ease on-boarding for fintech's and curtail fraud across the industry at large.

David's serial entrepreneurship and business savvy has been noticed by other investors, as well.

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally. David is a leading ... Show more

Bruno Costa

Bruno Costa

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal role in crafting robust and scalable platforms, ensuring the delivery of cutting-edge financial services that seamlessly blend innovation with security, fostering a culture of continuous improvement

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal rol... Show more

Pradeep Kumar Yadav

Pradeep Kumar Yadav

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, including the migration of legacy systems to cloud-native solutions using cutting-edge technologies like event-driven architecture and domain-driven design. He is a NEXT100 CIO Awardee, recognized for his expertise in building scalable, future-ready platforms. A passionate advocate for innovation and collaboration, Pradeep regularly contributes to thought leadership through industry events, sharing insights on architecture, IoT, and agile practices.

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, inclu... Show more

R. Lance Belline

R. Lance Belline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored to meet the needs of both individuals and businesses. Lance, a seasoned professional with decades of experience in the financial services industry, is also the author of the influential book *More Wealth, Less Taxes*, which was released in 2022. The book serves as a valuable resource, offering strategies to help individuals retain more of their earnings while efficiently building wealth for the future.

In 2009, Lance established Lighthouse Financial as a boutique firm with a clear mission: to assist high-income and high-net-worth individuals in achieving their financial aspirations. From the beginning, the firm set itself apart with a distinctive tagline, "Always on Watch," which reflects its commitment to vigilant and proactive financial management. A critical factor that has distinguished the firm under his leadership is its innovative approach to integrating tax-efficient strategies into investment planning, aimed at minimizing the tax burden on clients during their retirement years.

Belline earned the prestigious designation of Certified Financial Planner in 2002, underscoring his deep expertise and commitment to the field. Over the years, he has successfully passed numerous financial industry exams, including the Series 65 Uniform Investment Adviser Law Examination and the Series 7 General Securities Representative Examination, among others. These qualifications have equipped him with a broad and deep understanding of the financial landscape, enabling him to provide exceptional guidance to his clients.

As an author, Lance has a remarkable ability to demystify complex financial concepts, presenting them in a way that is accessible and relatable to a broad audience. In *More Wealth, Less Taxes*, he uses real-life examples and client stories to illustrate strategies for financial growth and tax efficiency. His passion for helping others achieve financial success is evident in his writing, as he imparts practical wisdom to empower individuals to build wealth, give generously, and navigate the financial pitfalls that can hinder their progress.

In *More Wealth, Less Taxes*, Belline introduces readers to the concept of managing wealth through three distinct categories: pre-tax money, after-tax money, and tax-free income, such as Roth IRAs and Roth 401(k)s. His approach emphasizes the importance of diversifying across these categories to influence future tax obligations, with the ultimate goal of achieving a zero tax rate on specific income streams. The book has been widely praised for its clarity and practicality, with readers expressing gratitude for his ability to make complex topics understandable and actionable.

Beyond the core content, R. Lance Belline's book provides a wealth of resources designed to support readers in their financial planning journey. These resources include tools like the Tax Facts at a Glance, Retirement Investment Flow Charts, and an Asset Organizer, all of which are aimed at helping individuals organize and optimize their financial strategies. Readers have lauded the book for its life-changing content, describing it as a powerful tool for anyone looking to secure their financial future with confidence and clarity.

Belline's book has received rave reviews, with one reader writing, "…this book hands down has helped me so much at such an early age to understand concepts and things that were so foreign to me and make them so relatable that I felt confident in my ability to make smarter decisions with my money." Another reader praised Lance's book for packing "a punch for anyone looking to take care of their financial future. The amount of life-changing content is at the next level."

Portfolio Website: https://lancebelline.net

Linkedin Company Profile: https://www.linkedin.com/in/lancebelline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored... Show more

Corrado (dex) De Sanctis

Corrado (dex) De Sanctis

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries.
Corrado is a known member of the Agile community in London; he is speaker on Agile topics and he is the convener for "Lean, Agile Delivery and Coaching Network" and "Digital Transformation in London" meetup groups (~4500 members) . He is also founder of SAM, Scrum Agile Milano (1000~ members), meetup group directly supported by Agile Alliance and Scrum Alliance, and he is frequent contributor for the Agile Italia magazine.
Corrado strongly believes in experienced learning and he is creator, facilitator and player of agile serious games. His games and experiences are available at the AgileGameFactory website.

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries. Corrado is a known member of the Agile community in London; he is spe... Show more

Rajiv Chaitanya Muttur

Rajiv Chaitanya Muttur

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interest in understanding where sophisticated methods actually help, and more importantly, where they quietly fail.

He builds end-to-end learning pipelines that account for real-world constraints such as risk, non-stationarity, and system trade-offs, rather than optimizing purely for benchmark performance. Rajiv is especially interested in failure modes, design decisions, and lessons learned when ML systems meet noisy, imperfect data.

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interes... Show more

Seppe Housen

Seppe Housen

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

Dhruv Chopra

Dhruv Chopra

I m a finance guy, optimised ERP systems , cloud securitya and have 10 research paper on quick commerce and internet banking

I m a finance guy, optimised ERP systems , cloud securitya and have 10 research paper on quick commerce and internet banking Show more

Tara Saxon

Tara Saxon

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

Amol Agade

Amol Agade

Amol Agade is a VP-level Platform and DevOps Enablement leader with over a decade of experience building and scaling enterprise CI/CD platforms, SRE practices, and AI-driven automation in regulated environments.

His work focuses on applying artificial intelligence to the software delivery lifecycle—including intelligent pipelines, test optimization, predictive failure detection, policy-as-code, and responsible AI governance for production systems.

Amol has led organization-wide DevOps and reliability transformations, enabling teams to ship software faster, safer, and with higher confidence. He regularly shares practical insights through writing and conference talks on modern DevOps, platform engineering, and AI-enabled operations.

✍️ Writing: https://amolagade.medium.com/

🔗 LinkedIn: https://www.linkedin.com/in/aagade/

Amol Agade is a VP-level Platform and DevOps Enablement leader with over a decade of experience building and scaling enterprise CI/CD platforms, SRE practices, and AI-driven automation in regulated environments. His work focuses on applying artifi... Show more

Hugo Alejandro Beltrán Alejos

Hugo Alejandro Beltrán Alejos

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, calidad, gestión del cambio cultural, transformación digital, IA Generativa y Automatización de Procesos. Académico de pre y post grado en universidades chilenas y extranjeras.

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, ... Show more

Linda Grizely

Linda Grizely

Linda Grizely, CFP®, MSFS, CAP® is a financial wellness speaker, personal finance expert, educator, and money coach. She is the creator of the MeMoney™ method, a financial strategy designed to create a mindset shift and help people feel confident and in control of their money, — without judgment or lecture. Her core belief is simple: You deserve to feel confident with money and good about how you spend it™.

With experience as a financial advisor, Linda is now leading a movement to replace shame with self-trust in financial conversations — from kitchen tables to corporate stages. She teaches individuals and organizations how to turn financial overwhelm into empowerment by making money practical, emotionally grounded, and human. Through her content, coaching, and podcast Real Money, Real Life™, she helps people make financial decisions that feel aligned and true to who they are.

Linda’s speaking work focuses on humanizing money conversations in the workplace — connecting financial confidence to emotional well-being, performance, and retention. She is known for interactive sessions that invite reflection, participation, and clear “next best step” actions. Drawing on both lived experience and professional depth, she teaches in a way that makes complex financial topics clear, relatable, and actionable.

Over her 20+ year career — including more than a decade focused specifically on personal finance — Linda has led talks, workshops, webinars, and lunch-and-learns for employees, associations, and community groups. She bridges the human and behavioral sides of money with practical financial strategy — reminding people everywhere that financial power isn’t just about the numbers; it’s about making choices that reflect who you are, fully and unapologetically.

Linda holds a Master of Science in Financial Services (MSFS) and a Bachelor’s Degree with dual majors in Human Resources Management and Marketing. She is a CERTIFIED FINANCIAL PLANNER® and a Chartered Advisor in Philanthropy® (CAP®). She also holds a Certificate in Nonprofit Management, Professional Fundraising, Nonprofit Board Consulting, and is certified as a Coach, Teacher, Trainer, and Speaker through Maxwell Leadership.

She is the 2019 recipient of the Charlotte Danstrom and Women of Achievement Award, and a 2023, 2024, & 2025 Circle of Excellence Qualifier for Women in Financial Services — recognizing her leadership, excellence, and commitment to helping others build clarity, confidence, and success.

Linda Grizely, CFP®, MSFS, CAP® is a financial wellness speaker, personal finance expert, educator, and money coach. She is the creator of the MeMoney™ method, a financial strategy designed to create a mindset shift and help people feel confident and... Show more

Pradeep Narayan

Pradeep Narayan

Pradeep is an AI-Powered Wealth Architect transforming how high-net-worth advisory teams scale, automate, and personalize their services. Working at the crossroads of Wealth Tech, SaaS, and behavioral finance, he builds intelligent systems that streamline operations and deliver next-level client experiences.

He has engineered AI-driven onboarding and decisioning platforms for major US banks at EY—cutting approval times by 40% and boosting HNW conversions by 25%. At Novigo, he adapted SAP TM and advanced analytics for asset-management workflows, reducing operational overhead by 30% and enabling real-time portfolio intelligence.

Pradeep also develops strategic AI adoption frameworks, guiding wealth firms through data readiness, regulatory alignment, and ROI-driven implementation. His “Intelligent Workflow” pilots automate KYC, risk profiling, tax-loss harvesting, and compliance checks, saving advisors 15+ hours weekly.

His work powers HNW client portals, advisor copilots, unified WealthTech SaaS platforms, and NLP-driven family office automation—pushing the frontier of Wealth Management AI, RegTech, and data modernization

Pradeep is an AI-Powered Wealth Architect transforming how high-net-worth advisory teams scale, automate, and personalize their services. Working at the crossroads of Wealth Tech, SaaS, and behavioral finance, he builds intelligent systems that strea... Show more

Mirabror Mirzakhidov

Mirabror Mirzakhidov

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solutions and pipelines. With a strong background in mathematics and computer science, Mirabror challenges himself in solving complex engineering problems.

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solu... Show more

Claire Wood

Claire Wood

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star.

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star. Show more

Shivani Chaudhary

Shivani Chaudhary

Shivani Chaudhary is an AI Data professional at Kensho Technologies, S&P Global’s artificial intelligence innovation hub, where she works at the intersection of advanced data systems, large language models, and capital markets workflows. She specializes in designing and evaluating AI pipelines that operate on complex, unstructured financial data, with a focus on reliability, data architecture, and real-world deployment constraints.

Prior to transitioning into AI, Shivani worked as an investment banking professional advising on M&A, capital raises, and strategic transactions across healthcare, technology, and business services. Her experience on live deals informs her applied research and technical work, particularly in areas such as diligence automation, document intelligence, entity resolution, and financial data governance.

Shivani’s work bridges finance and artificial intelligence, reframing common AI failures in capital markets as data systems problems rather than purely modeling limitations. She is interested in how institutional AI can be made economically reliable, auditable, and decision-grade at scale. Her perspectives draw from hands-on banking experience, enterprise AI deployment, and emerging research in financial NLP and data infrastructure.

Shivani Chaudhary is an AI Data professional at Kensho Technologies, S&P Global’s artificial intelligence innovation hub, where she works at the intersection of advanced data systems, large language models, and capital markets workflows. She speciali... Show more

Nancy Amandi

Nancy Amandi

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often emerged as a winner.

Her passion for community involvement led her to actively participate in various data communities, including the Data Engineering Community, Young Data Professionals, and Women in Data Africa. In these groups, she not only assisted fellow professionals with technical challenges but also helped stimulate some important discussions by asking insightful questions.

Her significant contributions were recognized when she received the Fast Rising Star award from the Young Data Professionals Community. Outside of work, Nancy enjoys watching light horror and thriller K-dramas, Sci-Fi movies, and data-related books.

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often... Show more

Hriday Gabhawalla

Hriday Gabhawalla

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee Monjee College of Commerce & Economics and pursuing the globally recognized ACCA qualification, Hriday combines academic excellence with hands-on industry experience.
He is also the creator of the LinkedIn newsletter The Automated Advantage, where he delivers weekly insights on practical frameworks for harnessing AI to transform business processes.
His passion for rebuilding workflows isn't just theoretical. While still a student, he was struck by how most accounting software failed to enforce fundamental financial controls, forcing users into manual bypasses. He realized this "control gap" was an architecture problem.
This led him to build "ProAcc," a full-stack MVP to prove that robust, auditable controls—like Segregation of Duties—can be embedded directly into a modern web app. For the project, he used Next.js 15, TypeScript, and Google's Genkit to build a system that enforces a "Maker-Checker" workflow and immutable audit trails from the ground up.
An engaging and forward-thinking speaker, Hriday excels at demystifying automation and its impact on finance. His talk offers a unique perspective: he doesn't just discuss theory; he provides an actionable, code-level blueprint drawn from his multifaceted journey.
Beyond the professional realm, Hriday is a dedicated HYROX athlete, having recently competed in the 2025 Mumbai event, demonstrating his commitment to holistic growth.

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee ... Show more

Phillip Dawson

Phillip Dawson

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio.

Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for businesses—providing direct connections to over 10,000 banks globally, instant bank reconciliation, and the ability to make fast, simple payments both domestically and internationally—all within Business Central.

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio. Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for business... Show more

Alexandre Ferreira

Alexandre Ferreira

Meu nome é Alexandre e sou co-fundador do Lean Coffee Brasília, escritor, professor, e especialista em educação de filhos e relacionamentos familiares. Além dessas atividades, também pratico jiu-jitsu, karatê e boxe.

Minha trajetória profissional é marcada por uma ampla e diversificada experiência. Já atuei como gerente de projeto, gerente de contrato, auditor, coordenador de auditoria, e Scrum Master. Ao longo dos anos, formei diversos times de gestores e funcionários em Scrum e metodologias ágeis, contribuindo significativamente para a evolução profissional de muitos.

Minha formação acadêmica inclui pós-graduação em Governança em Tecnologia, MBA em Auditoria Interna, MBA em Gestão de Operações e Serviços, e graduação em Tecnologia em Processamento de Dados, além de uma pós-graduação em Redes de Computadores. Além disso, sou graduando em Psicanálise e Teologia. Esse conjunto de qualificações me permite abordar temas complexos com profundidade e clareza.

Sou autor de vários livros, que refletem tanto minha paixão pela escrita quanto meu compromisso com a disseminação do conhecimento. Entre minhas obras estão:

Amores Perdidos: Contos e Poesias de um Coração que Transborda Sentimentos
Auditoria com a Utilização de Métodos Ágeis e Uso de Analytics: Metodologia Ágil a Serviço da Auditoria
Pai de Multidões: Cura e Libertação na Paternidade
Casei de Novo e Agora?: Os Meus, os Dela e os Nossos
Então Você Quer Ser um Scrum Master?
Do You Want to Be a Scrum Master? (English Edition)
Histórias Não Contadas do Banco
Reuniões Ágeis
Minha abordagem combina rigor técnico com uma visão prática e acessível, o que torna minhas palestras informativas e envolventes. Estou confiante de que minha experiência e habilidades podem agregar valor ao seu evento, proporcionando aos participantes insights valiosos e aplicáveis.

Meu nome é Alexandre e sou co-fundador do Lean Coffee Brasília, escritor, professor, e especialista em educação de filhos e relacionamentos familiares. Além dessas atividades, também pratico jiu-jitsu, karatê e boxe. Minha trajetória profissional ... Show more

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