Finance & Banking

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

Harry Shurek

Harry Shurek

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

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

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

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

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

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

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

Kumar Mathialagan

Kumar Mathialagan

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

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

Jerome Divac

Jerome Divac

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

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

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

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

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

Gordon Stein

Gordon Stein

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

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

Peter Merc

Peter Merc

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

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

Sofie Blakstad

Sofie Blakstad

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

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

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

Sunday Ndu

Sunday Ndu

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

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

Mohan Yelnadu

Mohan Yelnadu

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

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

Gbenga Bamiji

Gbenga Bamiji

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

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

Raul Rosas

Raul Rosas

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

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

Mike Stevenson

Mike Stevenson

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

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

Fernando Leitzelar

Fernando Leitzelar

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

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

Joseph Moreno

Joseph Moreno

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

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

Vivek Yadav

Vivek Yadav

I am Vivek Yadav. I am an Enterprise Solutions Architect at FlutterFlow. I am a Google Developer Expert for Flutter and Dart. I have more than 7 years of experience in Mobile Development. I have also worked with enterprises, startups, and mid-size companies. My last published app on AppStore got more than 20 million downloads on AppStore and PlayStore.

I am passionate about Ed-Tech. I have already built two products for my startup in Ed-Tech. Still, I am working on that. To boost my passion for Ed-Tech, I have started coding BootCamp for Flutter.

I have been mentoring startups, students, and employees for 4 years. I have connected with many startups, where I have talked about growth, scaling, app development, team formation, interviews, architecture, UX, business, and many more. I have connected with more than 50+ individuals. I have mentored them on flutter technology, shared what they can do in the future to make them better in Technology they are working on, and we have talked about many more topics.

I am Vivek Yadav. I am an Enterprise Solutions Architect at FlutterFlow. I am a Google Developer Expert for Flutter and Dart. I have more than 7 years of experience in Mobile Development. I have also worked with enterprises, startups, and mid-size co... Show more

Javiera Laso

Javiera Laso

I’m a Lead software engineer and architect with a background in biotechnology. I specialize in modernizing legacy systems, transforming them into scalable, efficient, and maintainable solutions. I focus on applying Domain-Driven Design (DDD) principles to create software that not only meets technical requirements but also aligns with business goals.

I have experience designing modular, cloud-ready architectures and using techniques like microservices and event-driven design to solve complex challenges. I’m passionate about continuous learning and improvement, and I enjoy mentoring teams and promoting best practices in software development. My approach combines deep technical knowledge with a practical understanding of business objectives, ensuring that the solutions I deliver are both effective and future-ready.

I’m a Lead software engineer and architect with a background in biotechnology. I specialize in modernizing legacy systems, transforming them into scalable, efficient, and maintainable solutions. I focus on applying Domain-Driven Design (DDD) principl... Show more

Lisa Hoving

Lisa Hoving

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

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

Leon Gordon

Leon Gordon

Leon Gordon, is a leader in data analytics. A current Thought Leader at the Forbes Technical Council, an Executive Contributor to Brainz Magazine, a Thought Leader in Data Science for the Global AI Hub, Microsoft Data Platform MVP based in the UK and founder of Onyx Data.

During the last decade, he has helped organisations improve their business performance, use data more intelligently, and understand the implications of new technologies such as artificial intelligence and big data.

Leon is a chair for the Microsoft Power BI – UK community group and the DataDNA data visualization community as well as an international speaker and advisor.

Leon Gordon, is a leader in data analytics. A current Thought Leader at the Forbes Technical Council, an Executive Contributor to Brainz Magazine, a Thought Leader in Data Science for the Global AI Hub, Microsoft Data Platform MVP based in the UK and... Show more

Suzanne Daniels

Suzanne Daniels

Suzanne is a seasoned technology leader with a deep focus on developer productivity and innovation strategy. At Microsoft, she partners with CTOs and senior executives across EMEA to elevate the developer experience through AI, Azure, and GitHub. With a background spanning software engineering, platform architecture, and executive advisory roles.

Suzanne brings a pragmatic yet visionary approach to driving transformation at scale. Her mission is clear: empower developers, enable innovation, and align technology with strategic outcomes.

Suzanne is a seasoned technology leader with a deep focus on developer productivity and innovation strategy. At Microsoft, she partners with CTOs and senior executives across EMEA to elevate the developer experience through AI, Azure, and GitHub. Wit... Show more

James Reeves

James Reeves

Data enthusiast on a mission to make cost effective data platforms accessible to all while navigating the whims of an ADHD-powered mind – it's a bit like juggling flaming torches while riding a unicycle, but he makes it work!

Data enthusiast on a mission to make cost effective data platforms accessible to all while navigating the whims of an ADHD-powered mind – it's a bit like juggling flaming torches while riding a unicycle, but he makes it work! Show more

Ryan Edge

Ryan Edge

Ryan Edge is a software engineer and Flutter GDE living in Charlotte, North Carolina. His primary focus is front-end mobile and web development using Flutter and React. His secondary focus is back-end development with technologies including Node.js, GraphQL, Vercel, Supabase, and Firebase. He is a co-author of the "Cross-Platform UIs with Flutter" book.

Ryan Edge has 10+ years of experience ranging from maintaining large-scale systems to developing internal and commercial web, mobile, and desktop applications using various technologies.

Ryan Edge is a community organizer of Flutter Charlotte and GDG Charlotte. He is passionate about creating software that has a tangible positive impact on the lives of its users, furthering diversity in the developer community, and mentoring young software engineers.

Ryan Edge is a software engineer and Flutter GDE living in Charlotte, North Carolina. His primary focus is front-end mobile and web development using Flutter and React. His secondary focus is back-end development with technologies including Node.js,... Show more

Atuoha Anthony

Atuoha Anthony

Atuoha Anthony is a Mobile Software Engineer with a track record of building scalable, high-performance applications across platforms, including Android, iOS, web, and other platforms using Flutter, Kotlin, and Swift.

Atuoha Anthony is a Mobile Software Engineer with a track record of building scalable, high-performance applications across platforms, including Android, iOS, web, and other platforms using Flutter, Kotlin, and Swift. Show more

Marcus Noble

Marcus Noble

Marcus is a platform engineer at Monzo, a UK based bank committed to making money work for everyone, helping build their infrastructure platform. His main area of focus in recent years has been around Go, Kubernetes, containers and DevOps but originally started out as a web developer and JavaScript enthusiast. A self-described “tinkerer”, when not building Kubernetes solutions, Marcus likes to dabble with 3D printing and experimenting with smart home tech.

Marcus is a platform engineer at Monzo, a UK based bank committed to making money work for everyone, helping build their infrastructure platform. His main area of focus in recent years has been around Go, Kubernetes, containers and DevOps but origina... Show more

Alberto Acerbis

Alberto Acerbis

Alberto Acerbis is a hands-on software architect with a strong background in distributed systems. Recognized as a Microsoft MVP in .NET technologies, he actively contributes to the tech community.
In his role, Alberto helps customers transform their ideas into robust and scalable solutions. Beyond his professional work, he is a passionate technical speaker, having delivered numerous sessions at conferences over the years.
His dedication to knowledge-sharing extends to the communities he has founded and actively participates in, fostering collaboration and continuous learning in the tech ecosystem.
Outside of technology, Alberto enjoys mountain activities in all seasons and has a keen interest in philosophy and other disciplines beyond the tech world.

Alberto Acerbis is a hands-on software architect with a strong background in distributed systems. Recognized as a Microsoft MVP in .NET technologies, he actively contributes to the tech community. In his role, Alberto helps customers transform their... Show more

Jean-Yves Klein

Jean-Yves Klein

Senior Agile Coach, Jean-Yves Klein has worn many hats: developer, project manager, program director, head of IT… This diverse background gives him a 360° view of agility — from hands-on delivery to executive strategy.

Certified in PMI, SAFe, and Disciplined Agile, he has coached teams across IT, mechanical engineering, electronics, marketing, and legal. His approach is always tailored to the team, the project, and the organization — no cookie-cutter solutions here.

A passionate educator, he has designed over 10 Serious Games, including several with LEGO, to bring Agile, SAFe, DevOps, and key roles like Product Owner and Scrum Master to life. With him, learning is hands-on, fun, and unforgettable.

Senior Agile Coach, Jean-Yves Klein has worn many hats: developer, project manager, program director, head of IT… This diverse background gives him a 360° view of agility — from hands-on delivery to executive strategy. Certified in PMI, SAFe, and ... Show more

Nuno Guedes

Nuno Guedes

I am the Head of Public Cloud at Millennium bcp, Portugal's largest privately-owned bank, with several years of experience in designing and leading the implementation of cloud-based solutions prioritizing containers and serverless. I am also a Microsoft MVP for Azure, in recognition of my expertise and contributions to the Azure community.

My mission is to find answers to complex and strategic challenges in cloud computing, engaging diverse and distributed teams, delivering unique and class-leading solutions, and fostering a culture of teamwork and continuous improvement. I have a proven track record of delivering business value through IT-based products and frameworks in areas such as immutable infrastructure, infrastructure as code, Kubernetes, and observability patterns. I am passionate about learning new technologies and sharing my knowledge as a speaker and writer.

I am the Head of Public Cloud at Millennium bcp, Portugal's largest privately-owned bank, with several years of experience in designing and leading the implementation of cloud-based solutions prioritizing containers and serverless. I am also a Micros... Show more

Eldert Grootenboer

Eldert Grootenboer

Eldert is always enthusiastic about embarking on new journeys with the Cloud, and Azure in particular. He is very passionate about growing his dreams and teams, and goes above and beyond to help those with the same spark. Eldert comes from a background as a cloud solution architect and Technology Lead, was an Azure MVP for 5 consecutive years, and is now working as a Senior Product Manager at Microsoft for Azure Service Bus. In these roles he has demonstrated experience in building and maintaining relationships at all levels.

Always having a smile on his face, Eldert can be found delivering noteworthy sessions at in-person conferences, meetups, and online platforms. He values sharing and spreading knowledge while building genuine connections regardless of background and expertise. His goal is to bring people closer and work together to influence the outcome and optimize the future of Cloud technologies.

Apart from public speaking, Eldert shows his passion for being involved with the community in other ways as well. As such, he can often be found doing mentoring, organizing conferences and meetups, blogging, writing, and more. He loves telling about his journey and hearing other people’s stories. When meeting people he always looks forward to getting to know about their passions and how he can help them.

Eldert is always enthusiastic about embarking on new journeys with the Cloud, and Azure in particular. He is very passionate about growing his dreams and teams, and goes above and beyond to help those with the same spark. Eldert comes from a backgrou... Show more

David Campbell

David Campbell

David Campbell is Head of AI Security at Scale AI, where he leads efforts to secure and stress test the world’s most advanced AI systems. With nearly two decades in Silicon Valley’s startup ecosystem, David has built a career at the intersection of infrastructure, security, and cutting-edge AI. He pioneered one of the industry’s first large-scale AI Red Teaming platforms, now used to probe the limits of generative models and harden them against real-world threats.

David’s expertise has been recognized at the highest levels, from briefing the U.S. Congress and U.K. Parliament to advising NATO and the White House on AI risk and resilience. He is a founding member of OWASP AIVSS, helping establish open standards for AI security, and has played a key role in collaborative exercises such as CISA’s JCDC.AI cyber table-top series on AI-driven threats.

Prior to his work in AI security, David spent years shaping security and developer experience at Uber, DoorDash, and Nest Labs. His mission today is clear: align AI innovation with business resilience, so organizations can adopt transformative technologies without sacrificing trust or safety.

David Campbell is Head of AI Security at Scale AI, where he leads efforts to secure and stress test the world’s most advanced AI systems. With nearly two decades in Silicon Valley’s startup ecosystem, David has built a career at the intersection of i... Show more

Jeff Taylor

Jeff Taylor

Jeff Taylor is a Principal Data Consultant, Microsoft Data Platform MVP, Redgate Community Ambassador, and Octopus Insider with over 27 years of experience specializing in performance tuning and critical data issues. He currently organizes the Jax Data and SQL Saturday Jacksonville and is the Jacksonville Development Users Group co-organizer.

Jeff Taylor is a Principal Data Consultant, Microsoft Data Platform MVP, Redgate Community Ambassador, and Octopus Insider with over 27 years of experience specializing in performance tuning and critical data issues. He currently organizes the Jax Da... Show more

Jamel Abed

Jamel Abed

Jamel Abed is a Microsoft MVP in Microsoft 365 Development and SharePoint, Senior Developer Advocate, and International Speaker with over 17 years of experience in architecting, building, and migrating enterprise-scale solutions.

He has successfully delivered projects across multiple industries, including Banking, Finance, Energy, Insurance, Healthcare, Aerospace, Defense, and Government, leveraging the full power of Microsoft 365, SharePoint, Power Platform, Azure, and SharePoint Embedded.

As a Solutions Architect and Developer Advocate, Jamel is passionate about empowering developers, promoting clean code, and driving product adoption. He specializes in designing end-to-end solutions across the Microsoft ecosystem, transforming complex business requirements into secure, scalable, and efficient technology solutions.

Ranked #1 Global Speaker on CommunityDays.org, Jamel regularly speaks at international conferences on topics such as SharePoint Embedded, AI integration, and cost optimization for data management. He is also a community leader and mentor, dedicated to fostering innovation and collaboration within the global tech community.

Jamel Abed is a Microsoft MVP in Microsoft 365 Development and SharePoint, Senior Developer Advocate, and International Speaker with over 17 years of experience in architecting, building, and migrating enterprise-scale solutions. He has successful... Show more

Prashant G Bhoyar

Prashant G Bhoyar

Prashant G Bhoyar is a Microsoft AI & Business Applications MVP and Microsoft Certified Trainer (MCT). Currently, he works as an AI architect in the Office of the Chief Technology Officer at Applied Information Sciences (www.ais.com). Prashant is a leading AI Architect and trusted advisor specializing in Azure OpenAI, Conversational AI, Applied AI, AI Agents, Intelligent Business Process Automation, Azure AI, Microsoft Power Platform, Copilot Studio, and Microsoft 365. He co-authored "PowerShell for Office 365" and was the technical reviewer for "Pro SharePoint 2013 Administration." Prashant is on the leadership committee for AI Fest, AI & ML User Group, Northern Virginia Data Platform User Group, and DC Metro Microsoft 365 User Group. As a renowned international speaker, he frequently presents at technical conferences. Additionally, Prashant was awarded the "Antarctic Service Medal of the United States of America" for his outstanding service in Antarctica.

Microsoft MVP Profile Link : https://mvp.microsoft.com/en-us/PublicProfile/5002595?fullName=Prashant%20G%20Bhoyar

Prashant G Bhoyar is a Microsoft AI & Business Applications MVP and Microsoft Certified Trainer (MCT). Currently, he works as an AI architect in the Office of the Chief Technology Officer at Applied Information Sciences (www.ais.com). Prashant is a l... Show more

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