Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lending collections, and credit cards. Strong project and product management professional with a Master of Business Administration (M.B.A.) from Westminster College and Product Management Certification from Cornell University.

Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lendin... Show more

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying down the framework for Regulation A+ crowdfunding offerings. The methodology Mark Elenowitz structured is what led the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange — with other Reg A+ offerings following the blazing trail. He is a noted speaker at Small Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in BusinessWeek, CNBC, and several other publications. Mr. Elenowitz also is a member of the Depository Trust & Clearing Corporation (DTCC) Private Markets Executive Advisory Board tasked with developing DTCC’s new Digital Securities Management (DSM) platform. Mark Elenowitz is currently the Co-Founder of Horizon. Horizon offers a suite of integrated securities software applications for compliant issuance through secondary trading of electronic securities. Truly a compliance-first business, Horizon's solutions combine Wall Street and Silicon Valley to power the next generation of exchanges and securities offerings in the U.S. and globally. In addition, he is the Co-Founder of Upstream, a MERJ Exchange Market, that is a fully regulated global stock exchange for digital securities which is an affiliate of the World Federation of Exchanges (WFE), recognized by HM Revenue and Customs UK, a full member of the Association of National Numbering Agencies (ANNA) and a Qualifying Foreign Exchange for OTC Markets in the US. In addition, Upstream is also a member of the Sustainable Stock Exchanges Initiative. Powered by Horizon's proprietary matching engine technology, the exchange will enable investors to trade NFTs, shares in IPOs, crowdfunded companies, U.S. & Int'l. equities, and celebrity ventures directly from the app: https://upstream.exchange

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying do... Show more

Jason has a long-standing love/hate affair with C++ and vastly prefers *nix-like O/S. With over 20 years experience, including programming prototype super-computers and automated program-verifiers, but mainly in finance, now focusing on low-latency and HFT software and architectures and the issues arising from them. I am also actively involved with the ISO C++ Standards Committee (UK Panel) and try to present regularly to maintain my skill-set.

Jason has a long-standing love/hate affair with C++ and vastly prefers *nix-like O/S. With over 20 years experience, including programming prototype super-computers and automated program-verifiers, but mainly in finance, now focusing on low-latency a... Show more

Simon started out his career, working for a bank as a systems developer. He managed to escape the corporate world in 2004 and start making a living as a private trader in the futures market. He also became an Angel Investor in early stage tech and has been running the two investment strategies successfully alongside each other for the last 19 years. With some good angel exits under his belt and having ridden out some very hairy investment cycles, he has achieved financial freedom, but still continues to work hard.

After buying Bitcoin in 2013, Simon took a deep dive down that rabbit hole and got a really good understand of the technology. Bringing together his understanding of economics, finance, technology and the psychology of human incentives he holds high hopes for decentralised systems. He now runs a team of developers that he funds out of his crypto investing profits. They have built Excliabur.FM, a decentralised audio application that enables NFTs of audio content.

Simon started out his career, working for a bank as a systems developer. He managed to escape the corporate world in 2004 and start making a living as a private trader in the futures market. He also became an Angel Investor in early stage tech and ha... Show more

I've built my career around helping companies make great strategic choices and then working to translate them into tangible action.
In my role at ASB I work in Corporate Strategy and Customer Experience, leading our Operating Model Transformation; we're evolving our way of working to include lean, agile and human centered design to create better customer experiences.

I've built my career around helping companies make great strategic choices and then working to translate them into tangible action. In my role at ASB I work in Corporate Strategy and Customer Experience, leading our Operating Model Transformation; ... Show more

Java developer with 5+ years of experience
Oracle Certified Professional Java SE 11 Developer
Work in the largest bank in Russia. DevelopServerless solutions for the bank's cloud.
Telegram @romanivanov
Email: roivanoff@gmail.com
linkedin.com/in/roman-ivanov-dev/
Medium blog: https://roivanoff.medium.com/

Java developer with 5+ years of experience Oracle Certified Professional Java SE 11 Developer Work in the largest bank in Russia. DevelopServerless solutions for the bank's cloud. Telegram @romanivanov Email: roivanoff@gmail.com linkedin.com/i... Show more

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots economic development, Morgan became an advocate for impact investing, translating her studies into everyday life. After a few years of working for USAID contractors in Washington DC, Morgan followed her passion to New York City and joined her mother’s practice in 2012. Since then, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.

In addition to investment management, Morgan runs the Women and Wealth at Work program for the Newman Group – a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan and Cindy have presented to Fortune 500 companies, networking organizations and trade associations – reaching thousands of women at various points in their personal and professional lives.

Her passion for empowerment through education goes beyond her work as a financial advisor. She remains an active member of the Chi Omega Sorority and currently serves as an advisor to the chapter at her alma mater, Bucknell University. She served as President of the NYC Chi Omega Alumnae Chapter for three years and only left that role to create a new nonprofit organization, Chi Omega IGNITE, which creates lasting programs for high school girls in NYC to recognize and vocalize their unique strengths. She has also been an active volunteer for ORT America, a global education and vocational training organization; having recently served as Chair of the Young Professionals Committee, and as a member of both the Board of Directors and the Women’s American ORT Foundation.

Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband.

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots econ... Show more

Vijay Tiwari is a seasoned finance transformation leader with over 20 years of experience spanning the Insurance, Semiconductor, Energy, and SaaS industries. Currently serving as Senior Manager of Finance Systems at Ziff Davis Inc, Vijay spearheads business process re-engineering initiatives that bridge Sales Operations, Engineering, and Revenue Operations teams.
Throughout his career at prominent organizations including IBM, Capgemini, ICE Mortgage Technology, and Guidewire, Vijay has established himself as a technical visionary with deep expertise in Quote to Cash, Revenue Recognition (ASC606), and Usage Billing processes. His technical proficiency extends across multiple platforms including Workday Financials, Netsuite, Oracle Cloud, Zuora Billing, Salesforce CPQ, and various data visualization tools.
At Guidewire Software, Vijay served as Senior Lead in the Finance Transformation Office, where he guided strategic initiatives between Sales, Product, Revenue Operations, and IT teams. He implemented re-engineered business processes across Quote to Cash functions while ensuring SOX compliance and developing comprehensive Standard Operating Procedures.
Vijay's experience with mergers and acquisitions is particularly noteworthy. At Broadcom Limited, he played a key role in migrating from SAP to Oracle ERP, designing solutions for intercompany service transactions and consolidation ledgers for tax reporting across US/Singapore and EMEA regions.
His educational foundation in Electronics and Communications Engineering from Malaviya National Institute of Technology (formerly Malaviya Regional Engineering College) in Jaipur has been complemented by certifications in ITIL and Supply Chain Management.
What distinguishes Vijay is his ability to identify operational inefficiencies and implement automated solutions using technologies like Python, BOOMI, and Oracle Integrated Console. He excels at fostering collaboration between business stakeholders and technical teams, serving as a trusted liaison who speaks the language of both domains. His leadership philosophy emphasizes mentoring, guidance, and professional ethics, enabling him to build effective cross-functional teams that deliver complex projects on time and with excellence.

Vijay Tiwari is a seasoned finance transformation leader with over 20 years of experience spanning the Insurance, Semiconductor, Energy, and SaaS industries. Currently serving as Senior Manager of Finance Systems at Ziff Davis Inc, Vijay spearheads b... Show more

Chigozie Madubuko is the Backend Engineering Team Lead at Kora, a leading fintech company dedicated to building scalable payment infrastructure and breaking down financial barriers across Africa. At Kora, Chigozie focuses on designing and optimizing robust backend systems that power seamless and efficient payments, enabling businesses to transact effortlessly.

Beyond Kora, Chigozie is actively shaping the future of banking through Open Banking Nigeria. Collaborating with international and local industry players, he has helped develop Open Banking standards and specifications that provide would secure access to customer financial data for financial institutions.

In addition to his work in fintech and banking, Chigozie also guides aspiring engineers on ADPList, sharing expertise in software development, scalability, and career growth

Through his work in fintech infrastructure, Open Banking, and mentorship, Chigozie is driving financial innovation, inclusion, and talent development across Africa.

Chigozie Madubuko is the Backend Engineering Team Lead at Kora, a leading fintech company dedicated to building scalable payment infrastructure and breaking down financial barriers across Africa. At Kora, Chigozie focuses on designing and optimizing ... Show more

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasekhara has spearheaded numerous end-to-end SAP implementation and rollout projects, delivering innovative financial solutions for global organizations.
His expertise encompasses a wide range of SAP functionalities, including New General Ledger, Accounts Payable/Receivable, Asset Accounting, Bank Communication Management, and Cash & Liquidity Forecasting. Rajasekhara has also led strategic initiatives in data migration, leveraging tools like the SAP Migration Cockpit and LSMW to ensure seamless transitions from legacy systems. He is proficient in integrating SAP with other enterprise systems, optimizing workflows, and addressing complex business challenges with tailored solutions.
Rajasekhara has a proven track record of delivering impactful results, such as enhancing cash flow visibility through advanced forecasting models and reducing manual interventions by automating SAP business processes. His technical acumen is complemented by strong analytical skills and a collaborative approach to stakeholder engagement, ensuring alignment between technical deliverables and business goals.
A dedicated mentor and trainer, he has conducted comprehensive training sessions for SMEs and business users, empowering teams to harness the full potential of SAP systems. Rajasekhara holds an MS in Information Technology from Southern New Hampshire University and certifications in cost and management accounting. His blend of technical expertise, strategic vision, and leadership makes him a sought-after speaker for SAP and finance-related conferences.

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasek... Show more

Investment professional at a leading private equity firm with experience in Tech LBOs, Distressed Investing and Restructurings

Investment professional at a leading private equity firm with experience in Tech LBOs, Distressed Investing and Restructurings Show more

Deepak Rathore is a blockchain and AI security leader with over 16 years of experience securing financial systems, decentralized networks, and emerging AI-driven architectures. He currently leads product security initiatives for a Layer-1 blockchain ecosystem, where he works at the intersection of cryptography, autonomous systems, and secure transaction infrastructure.

Deepak specializes in AI-powered fintech architectures, focusing on how large language models, agentic systems, and autonomous workflows interact with wallets, payment APIs, MPC/TSS signing systems, and on-chain settlement layers. His recent work explores the security implications of AI agents initiating real financial transactions—designing guardrails for intent validation, policy enforcement engines, transaction risk scoring, and cryptographic containment mechanisms for autonomous money movement.

Beyond traditional blockchain security, Deepak actively builds and experiments with:
- AI-driven SAST and DAST security automation pipelines
- Local and cloud-hosted LLM deployments for secure code review
- AI-powered threat modeling frameworks
- Agentic workflows that simulate autonomous financial decision systems
- LLM-based red teaming for smart contracts and Web3 infrastructure
- AI-augmented DevSecOps pipelines

He has architected AI-integrated security systems that combine structured intent validation, cryptographic controls (MPC/TSS), and blockchain safety patterns to prevent AI-triggered financial abuse. His work bridges AI alignment concerns with real-world financial security constraints—where hallucinations can translate into irreversible transactions.

Deepak is also an active researcher in:
- Secure AI-to-wallet trust boundaries
- Autonomous transaction risk modeling
- Cryptographic isolation layers for AI agents
- Prompt-level exploit analysis in financial systems
- Cross-layer attacks between AI inference pipelines and blockchain execution

He is a multi-CVE reporter, Microsoft Hall of Fame honoree, and an offensive security practitioner with deep expertise in DeFi, custody platforms, exchanges, and protocol-level security.

Deepak frequently speaks on AI security, blockchain resilience, and agentic fintech architecture. His mission is to ensure that as AI begins to move real money, security architectures evolve faster than attackers.

Deepak Rathore is a blockchain and AI security leader with over 16 years of experience securing financial systems, decentralized networks, and emerging AI-driven architectures. He currently leads product security initiatives for a Layer-1 blockchain ... Show more

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research from the Israel Institute of Technology. During her career she’s held different analytics related roles in several companies, from algorithm developer and market analyst to head of analytics in the customer experience department and Principal Researcher today in Earnix.

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research... Show more

Samuel Amoakoh is an AI and Automation Expert specializing in Microsoft Power Automate, M365 Copilot, and Copilot Studio. He helps organizations modernize their operations by designing intelligent workflows, building custom copilots, and creating automation systems that reduce manual work and improve enterprise efficiency.

He believes that any task that is repetitive is a candidate for automation, a principle that guides his work across financial services, operations, and enterprise transformation. Samuel focuses on practical, real‑world applications of AI, building solutions that get work done rather than just demonstrating concepts.

With a strong blend of technical expertise and business understanding, he empowers teams to adopt AI confidently, automate the boring stuff, and unlock new levels of productivity through the Microsoft ecosystem.

Samuel Amoakoh is an AI and Automation Expert specializing in Microsoft Power Automate, M365 Copilot, and Copilot Studio. He helps organizations modernize their operations by designing intelligent workflows, building custom copilots, and creating aut... Show more

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education.

One of my favourite mantras is, "I build production-ready AI models", and that's because I get that itch when I see models sitting pretty in a repository; I always take the extra step to put them on the web. I am a proactive individual, and that much is evident in my commitment to continuous learning, and my strong work ethic.

Some might think of me as a Jack-of-all-trades, but I believe it's all a matter of perspective. I bring a creative flair to every project that I work on. I also write blogs (https://medium.com/@ifeoluwaoduwaiye), articles, research papers, and whitepapers, including this very bio that you're reading. If that didn't do me justice, shoot me an email, let’s have a chat.

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education. One of my favourite mantras... Show more

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

Enow Scott is a fintech delivery lead and Rust engineer working on safety-critical systems, digital identity, and growing the Rust ecosystem in Africa.

Enow Scott is a fintech delivery lead and Rust engineer working on safety-critical systems, digital identity, and growing the Rust ecosystem in Africa. Show more

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

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

Marc is an experienced software developer and product manager. He started Spin42 with Loïc Vigneron and Thibault Poncelet in 2013 after several years freelancing. Together, they have built Ibanity in 2016, a financial institution aggregator written in Elixir that was sold in 2017. They have been working on Ibanity and other related products until the end of 2023 and are now tinkering and searching for new challenges. Marc has been an invited teacher at the university of Louvain-la-Neuve in Belgium for 10 years where he introduces students in their third bachelor year to Agile software development practices.

Marc is an experienced software developer and product manager. He started Spin42 with Loïc Vigneron and Thibault Poncelet in 2013 after several years freelancing. Together, they have built Ibanity in 2016, a financial institution aggregator written i... Show more

Faizal B is an Artificial Intelligence researcher and corporate trainer with over eight years of experience in Machine Learning, Natural Language Processing, and data-driven technologies using Python. He holds an M.Tech in Computer Science and Engineering from Mahatma Gandhi University and a B.Tech in the same discipline from the University of Kerala. His expertise includes AI, Machine Learning, NLP, Data Analytics, Tableau, and Large Language Models (LLMs). Faizal is a Certified Specialist in Data Science and Analytics and has delivered training programs for organizations such as Zebra Cross India Technologies, IPSR Solutions Ltd., and Logix Space Technologies. He is also an inventor of an AI-related patent and the author of several research publications, with current research focusing on LLM-based financial data summarization and multimodal AI systems

Faizal B is an Artificial Intelligence researcher and corporate trainer with over eight years of experience in Machine Learning, Natural Language Processing, and data-driven technologies using Python. He holds an M.Tech in Computer Science and Engine... Show more

Internal auditor specializing in risk management, compliance, and digital resilience.
My work focuses on the strategic role of internal audit as a pillar of organizational and systemic security — especially in the context of NIS2, cybersecurity governance, and hybrid threats.
I speak about: – audit as a resilience mechanism
– risk-based decision frameworks
– governance in high-risk environments
– strengthening institutional stability through audit
I aim to translate complex regulatory and security frameworks into practical, decision-oriented insights.

Internal auditor specializing in risk management, compliance, and digital resilience. My work focuses on the strategic role of internal audit as a pillar of organizational and systemic security — especially in the context of NIS2, cybersecurity gove... Show more

Victor hopes to be part of the solution that drives value for a sustainable and inclusive digital economy across the world.
Having worked in Kenya, Uganda, Tanzania, Seychelles, Mauritius, Botswana and Ethiopia, Victor will continue to contribute to financial systems development projects through MojaLoop Foundation, where he hopes to resolve financial challenges that affect the bottom of the pyramid, micro and small enterprises.
With over 25 years in banking, 10 years in not-for-profit, and a total of 35 years collaborating with key players in Government and non-government organizations in the Financial Sector, Victor has made a tremendous impact in Digital Finance, Payments Systems, Policy & Regulation, Social Protection, Affordable Housing and Data. His most wins over the years include leading the collaborative Payment Association of Kenya team mandated to regulate retail payments per the NPS Act to delivering the 1st digital credit solution (M-Shwari) that changed the face of consumer credit to having designed the Inua Jamii Choice model and then engaged with key decision-makers in the implementation of the solution.
thought leadership to the sector, Victor was instrumental in the development of the Medium-Term Plan II & III for the financial sector as per vision 2030 for the National Treasury. Victor was instrumental in the development of the Central Bank of Kenya’s Vision & Strategy 2022 to 2032. In addition, Victor conceptualised and designed the Pesalink solution before developing a business case and finally having the Kenya Bankers Association invest in the solution

Victor hopes to be part of the solution that drives value for a sustainable and inclusive digital economy across the world. Having worked in Kenya, Uganda, Tanzania, Seychelles, Mauritius, Botswana and Ethiopia, Victor will continue to contribute to... Show more

Gaurav is a seasoned technology leader with over 18 years of experience in developing scalable, high-performance systems for the fintech industry. With expertise in enterprise applications, cybersecurity, and cloud architecture, Gaurav has led cross-functional teams to deliver resilient and innovative solutions that serve millions of users daily. Gaurav is passionate about driving technological advancements, mentoring emerging talent, and contributing to the evolution of the fintech landscape through thought leadership and active participation in industry forums.

Gaurav is a seasoned technology leader with over 18 years of experience in developing scalable, high-performance systems for the fintech industry. With expertise in enterprise applications, cybersecurity, and cloud architecture, Gaurav has led cross-... Show more

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

Born 1964, diploma in mathematics, 5 years at Westdeutsche Landesbank, since more than 25 years with Sopra Steria Consulting, working mainly in banks

Born 1964, diploma in mathematics, 5 years at Westdeutsche Landesbank, since more than 25 years with Sopra Steria Consulting, working mainly in banks Show more

I am working as a Data Analyst.

I am working as a Data Analyst. Show more

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 years managing complex cloud infrastructure and security for large-scale enterprises.
Currently, he is dedicated to helping businesses harness the power of container technologies on AWS. As a trusted advisor, he guides organizations through seamless cloud migrations and modernization initiatives, ensuring optimal efficiency and security.

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 yea... Show more

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, Tolletaten og Mattilsynet. I dag er han Partner i Gritera-konsernet og daglig leder for Gritera Security som leverer sikkerhetsrådgivning.

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, To... Show more

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, she has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years including South Carolina Retirement System Investment Commission, National Futures Association, City of Modesto, CA and Cuyahoga County, OH. An inaugural alumnus of Ernst & Young, her audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies. As principal of Monica Houston CPAs, she shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. She is co-author of The Black Woman’s Business Bible & Workbook. Her passion for legacy building and generational living, as well as her innate understanding of finances, has afforded her the opportunity to positively influence the financial futures of countless families as a teacher, mentor, coach, author, advocate, and board member of financial literacy programs.
A consummate professional, Monica is committed to her work and serves as a beacon for such in her community. She serves on the Academic Executive Committee of the Association of International Certified Public Accountants (AICPA). She also serves on the Audit Committee for Delta Community Credit Union, Georgia’s largest credit union with 26 branch offices and over $6 Billion in assets. She further serves as a member of the Syracuse University Multicultural Advancement Council, an organization that supports and advocates for African American and Latino alumni and students as well as manages and raises funds for the $3M+ Our Time Has Come Scholarship endowment fund. In the spirit of establishing legacy, she recently committed to the endowment of the SU Black and Latino Accounting Scholarship Fund.

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the co... Show more