I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, where I helped build the pricing model from scratch and supported the company’s expansion into new geographies. I started my career as a Data Scientist at McKinsey, working on a wide range of analytical problems in both private and public sectors. With a strong foundation in mathematics from Lomonosov Moscow State University, I specialize in leveraging graph-based computation, real-time analytics, and system-level experimentation to solve complex challenges across finance, business, and technology.

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, wh... Show more

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

IT-operations specialist with experience in Telco and FinTech software engineering.

IT-operations specialist with experience in Telco and FinTech software engineering. Show more

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

Sou KCP (Kanban Coaching Professional) e atuo como Superintendente de Agilidade Organizacional 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 Agilidade Organizacional 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 d... Show more

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance operations.

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance o... Show more

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and Governance. Trough this, he helps clients get more value out of their data.

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and G... Show more

Dave Coles brings more than 20 years of hands-on experience in IT, security, and managed services, working everywhere from small nonprofits to heavily regulated financial firms. As the Managing Partner in charge of Technical Services at Castle Rock Sky and creator of Zero Trust for Humans™, he focuses on the real front line of modern security: the people who move money, approve changes, and answer “just one quick question” in the middle of a busy day.

His work sits at the intersection of identity, fraud, and human behavior. Dave helps organizations—especially RIAs, financial services firms, and MSPs—design verification workflows that assume every request is fake until it proves itself real, without turning staff into robots or killing productivity. He takes concepts like Zero Trust, SEC/HIPAA/industry compliance, and wire-fraud risk and translates them into clear language, simple rules, and repeatable processes that real people can follow.

Dave also cares deeply about the humans doing the work. Through talks like Zen and the Art of IT Support, he addresses burnout, emotional load, and how support and security teams can stay grounded while living in always-on, high-stakes environments. His sessions are candid, practical, and built from real incidents and real tickets—not theory.

Whether he’s speaking to financial executives, compliance teams, or front-line MSP techs, Dave’s goal is the same: help humans stay human while making it brutally hard for attackers to win.

Dave Coles brings more than 20 years of hands-on experience in IT, security, and managed services, working everywhere from small nonprofits to heavily regulated financial firms. As the Managing Partner in charge of Technical Services at Castle Rock S... Show more

Aman Sardana is a technology professional in the financial services and payments domain. He is a hands-on technology leader, enabling business capabilities by implementing cutting-edge, modernized technology solutions. He is skilled in designing, developing, and implementing innovative financial technology solutions that drive business results and establish best-in-class operations.

Aman did his Masters in Information Technology from Northwestern University. This unique program straddles between the business and technical side of information technology, focusing on data mining, information security, enterprise architecture, statistics, innovation, marketing and finance.

Aman Sardana is a technology professional in the financial services and payments domain. He is a hands-on technology leader, enabling business capabilities by implementing cutting-edge, modernized technology solutions. He is skilled in designing, dev... Show more

Santosh Durgam is a data engineering & analytics leader with 20+ years building governed, high-scale data platforms across retirement/401(k), broader financial services, and healthcare. He leads cross-functional teams that deliver production-grade data lakes, lineage-aware pipelines, and ML-enabled analytics on cloud—translating governance into measurable business outcomes.

Recent speaking includes SQL Saturday Minnesota 2025, where he presented “From Ingestion to Insights: Building Robust Data Pipelines in AWS” to an in-person community audience. He has also contributed to international research forums and science conferences, and is invited to speak at ICDPN-2025 (International Conference on Data Processing & Networking), engaging practitioners and scholars on data engineering, governance, and analytics at scale. Santosh actively publishes/curates work via Google Scholar and shares practical playbooks for data quality, metadata/lineage, and operating models that connect data platforms to financial decisioning.

Beyond delivery, Santosh serves the community as a peer reviewer of scholarly work on data/ML methodologies and as a judge/mentor for select industry and academic competitions, reinforcing peer validation and public recognition. He champions modern data culture—mentoring engineers and product leaders, and advocating automation (incl. AI agents) to elevate reliability, speed, and auditability in regulated environments. Santosh recently completed his Executive MBA, sharpening strategy and value-creation at the intersection of data, risk, and growth

Santosh Durgam is a data engineering & analytics leader with 20+ years building governed, high-scale data platforms across retirement/401(k), broader financial services, and healthcare. He leads cross-functional teams that deliver production-grade da... Show more

Hernan Huwyler is a Global Risk Management Executive and the Academic Director at IE Law and Business School (Executive Education). With a dual background as an MBA and CPA, Hernan specializes in the intersection of Law, Technology, and Quantitative Risk.

He focuses on "translating" complex regulatory frameworks (EU AI Act, GDPR, ISO 42001) into actionable architectures for engineering and business teams. Unlike traditional compliance officers, Hernan advocates for data-driven risk management, moving beyond "heatmaps" to utilize Monte Carlo simulations, convolution models, and Python-based risk quantification.

Hernan has led Risk, Control, and Audit functions for major multinational corporations across Europe and the Americas. He writes and speaks extensively on Adversarial AI, Algorithmic Auditing, and the financial quantification of Cyber Risk. Past keynote venues include Risk Awareness Conferences (>2,000 risk managers), IIA and ISACA Summits, ProcureCom Europe, IKN Madrid, IE University, and closed-door sessions for international organizations and national regulators. Hernan’s talks consistently rank in the top 5% of conference feedback scores because he makes complex security requirements, business needs and regulations feel like a competitive advantage.

Speaking Topics:

AI Governance: Implementing ISO 42001 and navigating the EU AI Act.
Risk Quantification: Why "Impact x Probability" fails and how to use convolution models.
Adversarial AI: Balancing transparency with security to prevent data poisoning.
AI ROI: Risk-adjusted financial modeling for Generative AI deployments.

Ready-to-Submit Talk Proposals:

Session 1: The Technical/Quant Talk

Title: Kill the Heatmap: Quantifying AI Risk with Python & Monte Carlo Simulations
Abstract: Most organizations manage AI risk using colorful 5x5 "heatmaps." This is mathematically flawed and dangerous for high-stakes AI deployment. In this talk, we will ditch the gut-check methodology. I will demonstrate how to use convolution and Monte Carlo simulations to model the "tail risk" of AI hallucinations and regulatory fines. You will leave with a method to calculate the actual financial exposure of your models—no expensive GRC software required, just math and logic.

Session 2: The Governance/Security Talk

Title: The Transparency Trap: How to Audit AI Without Creating Vulnerabilities
Abstract: New standards like ISO/IEC 12792 demand AI transparency, but in the age of Adversarial Machine Learning, "oversharing" is a security vector. If you reveal your full architecture and training sources, you invite data poisoning and model inversion attacks. This session outlines a "Tiered Disclosure Architecture." We will discuss how to route specific data to auditors, regulators, and users differently, ensuring compliance with the EU AI Act without handing the keys to bad actors.

Session 3: The Business/Strategy Talk

Title: The Real Cost of Intelligence: A Risk-Adjusted Framework for AI ROI
Abstract: Companies are deploying Generative AI based on productivity hype, but they are ignoring the "OpEx Iceberg"—model drift, inference costs, and liability reserves. This talk presents a financial framework for calculating the true ROI of AI. We will cover how to factor in the "Risk Delta" (new risks vs. automated risks), calculate the Levelized Cost of AI (LCOAI), and determine when to build vs. buy based on process uniqueness. A session for leaders who need to justify the cloud bill to the CFO.

Hernan Huwyler is a Global Risk Management Executive and the Academic Director at IE Law and Business School (Executive Education). With a dual background as an MBA and CPA, Hernan specializes in the intersection of Law, Technology, and Quantitative ... Show more

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

With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), income maximization, tax management, long-term care planning, and other critical areas affecting retirees.
He works closely with clients to address unique challenges during the transition from accumulation to decumulation, providing ongoing reviews of Social Security, distribution planning, income generation, investment strategies, and risk management to ensure their financial well-being.
In addition to his client work, Ben is a highly regarded speaker known for his engaging presentations at private companies, public events, and conferences. His ability to simplify complex retirement topics into understandable and actionable insights has made him a favorite among audiences.
Ben holds a Master of Science in Financial Services from The American College and a Bachelor of Science in Accounting & Finance from the University of Tennessee at Chattanooga. His professional designations include CFP® (Certified Financial Planner™), RICP® (Retirement Income Certified Professional), WMCP® (Wealth Management Certified Professional), ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter). He is also licensed with Series 7, 6, and 63.

With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, R... Show more

Vincent Caldeira, CTO of Red Hat in APAC, is responsible for strategic partnerships and technology strategy. Named a top CTO in APAC in 2023, he has 20+ years in IT, excelling in technology transformation in finance. An authority in open source and cloud-native technologies, Vincent frequently speaks on data analytics, AI/ML, and IT sustainability. He is a Technical Advisor of OS-Climate, a member of the GSF Green AI Committee, FINOS Technical Oversight Committee and contributes to LF AI & Data GenAI Commons as well as CNCF AI Initiatives.

Vincent Caldeira, CTO of Red Hat in APAC, is responsible for strategic partnerships and technology strategy. Named a top CTO in APAC in 2023, he has 20+ years in IT, excelling in technology transformation in finance. An authority in open source and c... Show more

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for businesses to personal income-tax planning and compliance.

Having advised crypto clients since 2018, Ben is a member of numerous digital asset working groups focussing on tax policy and financial reporting and was awarded Spears' 500 Top Recommended Cryptocurrency Advisor in 2022 & 2024 and City Wealth's Top 50 Professionals in Crypto in 2023.

Ben is a seasoned speaker and contributor for media outlets such as Bloomberg, the FT and Tax Journal, Ben is committed to the furtherance of the UK as a jurisdiction for crypto to thrive.

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for bu... Show more

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido en Community Builder en el área de Serverless, donde me dedico a fomentar la comunidad y compartir conocimientos. Además, soy un activo creador de contenido, publicando regularmente en blogs de Medium y otras plataformas.

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido... Show more

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France), with a FinTech oriented educational background. With years of experience in various roles, including mobile development and banking applications, Edwige has navigated through many technologies and business domains. Since joining Swissquote in 2012, she has contributed to technical stacks and software delivery across multiple domains and layers, from Banking operations to Trading Systems Management. Her unwavering dedication to excellence, best practices and innovative perspective earned her a promotion to Vice Director in 2022, where she now oversees Methodologies, Program Management and Tech Talent teams within Software Engineering.
Despite her many accomplishments, Edwige remains eager to learn from others. She actively contributed to many talks, in Switzerland, or at International for Women In Tech or Lead Dev track!

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France... Show more

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity industry and recognized for his visionary views. He is on the UK&I Cloud Security Alliance Chapter board and is a professor at IANS on application security and cloud security. Previously, Francesco headed HSBC's application and cloud security and was a Senior Security Consultant at AWS. Francesco has been keynoting at global conferences and has authored and co-authored several books and whitepapers; outside of work, you can find me running marathons, snowboarding on the Italian slopes, and enjoying single malt whiskeys in one of my favourite London clubs.

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity i... Show more

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

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity, and developer productivity, with a strong focus on building reliable, high-impact backend and platform solutions used at enterprise scale.

Beyond his role at eBay, Saurabh is an active open-source innovator and contributor in the AI and security ecosystem. He leads and contributes to multiple open-source initiatives focused on secure AI infrastructure, Model Context Protocol (MCP) security, and developer tooling frameworks that improve how engineering teams analyze, secure, and scale modern software systems.

He regularly serves as a judge, reviewer, and mentor for global startup showcases, hackathons, and technical communities, and collaborates with industry experts across open-source, cybersecurity, and AI ecosystems. His work emphasizes practical security, real-world AI system design, and high-leverage developer productivity.

As a speaker, Saurabh presents on topics including AI system architecture, secure open-source frameworks, backend scalability, developer tooling, and emerging risks in modern AI and cloud platforms—bridging deep engineering with real-world industry application.

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity,... Show more

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance client engagement. My efforts focus on integrating innovative technologies to align with strategic business goals, resulting in measurable outcomes for stakeholders.

With a strong foundation in business architecture and fintech innovation, I excel in modernizing platforms to meet evolving industry demands. Equipped with certifications such as TOGAF, I prioritize seamless system integration, cost efficiency, and regulatory alignment to drive long-term value for organizations. Passionate about solving complex challenges, I work collaboratively to empower teams and achieve sustainable success.

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance clie... Show more

Shubhangi is an award winning experienced professional in data and AI from companies like Tata Consultancy Services to agile start-ups. She has a background in computer science engineering with an MSc in Business Analytics from the University of Bath, UK. She works as a Senior Analyst at a leading FTSE100 company in financial services and insurance in the UK. Previously, she led the data function of ICS AI Ltd, which is a Microsoft UK inner circle partner, focusing on artificial intelligence at the forefront of technology for the public sector in the UK. She has worked in data analytics, data science, data strategy, and AI, leveraging algorithms to extract insights, identify patterns, and understand human language in large datasets. She leads the London Chapter for Women In Data which is a platform for tech enthusiasts of all backgrounds to connect, grow and learn together. She is a verified expert and mentor at TopMate. She has also been the judge of Datathon 2024 and has delivered sessions in over 10 countries. She has also been nominated for several awards including WomenTechNetwork global awards.

Shubhangi is an award winning experienced professional in data and AI from companies like Tata Consultancy Services to agile start-ups. She has a background in computer science engineering with an MSc in Business Analytics from the University of Bath... Show more

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical writer on Medium, sharing practical lessons from production systems. Passionate about making data platforms reliable and trustworthy.

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical wri... Show more

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in regional cyber communities, Avira also shares insights through workshops and career talks on threat landscapes and security automation.

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active ... Show more

Alon Schlesinger is a globally experienced executive with over 25 years of demonstrated international business history.
His background spans via the private sector business, from startups to Fortune 100 companies as well as governmental background as Advisor to V. Prime Minister.

Mr. Schlesinger expertise spans various regions including EU, ME and Asia having lived there for 10 years with proven achievements. He operates in the High-Tech and Investment sectors as well as Infrastructure & international projects.
He has previous experience from in the Aviation sector as commercial pilot and high-tech related activities in the sector.

Alon's expertise is in technology investments, Innovation adoption for companies, and strategic global cooperation.

Alon Schlesinger is a globally experienced executive with over 25 years of demonstrated international business history. His background spans via the private sector business, from startups to Fortune 100 companies as well as governmental background ... Show more

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am also dedicated to mentor young talents to success. In my spare time, I do speaking engagement to increase public awareness about Generative AI, and I work on personal projects, exploring the space of possible offered by AI.

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am... Show more

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles.

Recently, Alex was included in the Top 100 Leaders @ CTO Craft, shaping the future of technology.

Alex is an AI-driven CTO focused on building scalable, high-impact products and empowering elite engineering teams.
He turns visionary ideas into global technology platforms that raise the bar for performance, innovation, and customer experience.

His extensive experience includes:

15+ years building and leading development teams
10+ years in startup environments
Managed 100+ FTE teams

Solid expertise in AI, GenAI, ML, SaaS, Insurtech, Healthcare and Fintech.

Alex is passionate about mentorship, eagerly sharing his leadership and architectural knowledge.

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles. Recently, Alex was included in the Top 100 Leaders @ CTO Craf... Show more

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. Jonna Keller helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also account for unexpected life events and long-term care, ensuring clients are prepared for a range of possibilities.

Tax reduction planning is a key component of FSI's services. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios that include investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits such as the Westcoast Black Theatre Troupe and the Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Jonna Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world.
He is the founder and managing director of GK EPM an Oracle specialist consultancy.
Ed has experience running finance teams, managing large IT projects and delivering for the best Oracle partners.

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world. He is the founder and managing director of GK EPM an Oracle specialist consultancy. Ed has experience runn... Show more

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microsoft’s global ecosystem—helping businesses simplify payments and scale smarter.

Leslie’s sessions blend real-world insights with relatable energy, turning complex financial topics like fraud prevention, cash flow optimization, AP automation, and workflow efficiency into engaging, actionable discussions. Audiences walk away inspired, informed, and ready to rethink what modern financial operations can be.

When she’s not sparking collaboration across the Microsoft ecosystem, you’ll find Leslie in Fort Collins, Colorado, chasing her three kids, mountain views, and the next great cup of coffee.

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microso... Show more