Finance & Banking

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

Lilly Zhekova

Lilly Zhekova

Lawyer, Finance PhD student & University Lecturer in Finance. Professionally in crypto since 2017.

Interested in the future of money, blockchain startups and investments.

Lawyer, Finance PhD student & University Lecturer in Finance. Professionally in crypto since 2017. Interested in the future of money, blockchain startups and investments. Show more

Nadia Tian

Nadia Tian

10+ years of experience in asset allocation and tech investing. She co-founded Bridge Point Capital in 2018 focusing on deep tech investing. Prior to that, Nadia worked as a Business Unit Manager at Goldman Sachs Asset Management, responsible for sales strategy of RIA and Banks channels for the firm’s mutual fund business. She managed the launch of two Closed End Funds from 2013 to 2015, each with over $500mm AUM.

10+ years of experience in asset allocation and tech investing. She co-founded Bridge Point Capital in 2018 focusing on deep tech investing. Prior to that, Nadia worked as a Business Unit Manager at Goldman Sachs Asset Management, responsible for sal... Show more

Chris Ibbitson

Chris Ibbitson

Chris Ibbitson has spent the last 25 years working in the financial services technology space. The first fourteen years were spent working in a host of architectural roles within a global universal bank, with the ten years before joining AWS working for a Systems Integrator (as the EMEA Chief Architect for Financial Services) and Tech Vendor (as the CTO for Financial Services in EMEA) with global banking customers. Chris currently works within Global Financial Services at AWS and engages with large banks to help them develop and execute their cloud strategies. Chris loves to talk about how technology can help banks reinvent themselves and delight their customers.

Chris Ibbitson has spent the last 25 years working in the financial services technology space. The first fourteen years were spent working in a host of architectural roles within a global universal bank, with the ten years before joining AWS working ... Show more

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

David Drever

David Drever

David is an Associate Director with Protiviti Canada and a 10-time Microsoft 365 & Security MVP with 25 years of experience working within information technology. For 20 years, David has assisted organizations to collaborate efficiently and effectively within SharePoint and Microsoft 365. David assists companies to understand their compliance needs and how to protect their data. He has helped organizations build data protection programs to safeguard their most sensitive information while ensuring the business can collaborate and work with their content. Over the past 25 years, David has built a great deal of experience in a wide variety of areas in IT, ranging from Desktop\Server support to development in C++ and .NET technologies. He has added value to many clients in several sectors, including utilities, government, banking, and agriculture.

David is a knowledgeable and sought-after international speaker within IT circles and is consulted regularly by companies formulating their digital workplace strategies and compliance platforms.

David blogs at http://daviddrever.com

David is an Associate Director with Protiviti Canada and a 10-time Microsoft 365 & Security MVP with 25 years of experience working within information technology. For 20 years, David has assisted organizations to collaborate efficiently and effective... Show more

Florian Lenz

Florian Lenz

Florian Lenz is a Microsoft Azure MVP and Cloud Architect with over 10 years of experience building secure, scalable cloud platforms on Microsoft Azure. He specializes in Azure Landing Zones, DevSecOps, Infrastructure as Code, and cloud-native architectures, and has worked across industries including energy, finance, retail, and software.
As a speaker, author, and content creator, Florian shares practical lessons from real-world projects through conference talks, articles, and his YouTube channel—helping engineers and teams design systems that are secure, maintainable, and built for long-term success.

Florian Lenz is a Microsoft Azure MVP and Cloud Architect with over 10 years of experience building secure, scalable cloud platforms on Microsoft Azure. He specializes in Azure Landing Zones, DevSecOps, Infrastructure as Code, and cloud-native archit... Show more

Kevin McDonnell

Kevin McDonnell

Inspired by those in the community that have gone before me, I try to share what I learn by looking at what the services from Microsoft can offer, understanding challenges people have and bringing those two things together. Having learned from 13 years in Financial Services, I moved into the world of consulting, currently acting as Director, owning Copilot and Agents within the UK at Avanade.

I am lucky enough to have been awarded as a Microsoft MVP in Microsoft 365 for Copilot and Copilot Extensibility and co-host the award winning Copilot Connection podcast as well as blogging and sharing videos.

Inspired by those in the community that have gone before me, I try to share what I learn by looking at what the services from Microsoft can offer, understanding challenges people have and bringing those two things together. Having learned from 13 yea... Show more

Koray Oksay

Koray Oksay

He works at Kubermatic as a Kubernetes Consultant and Trainer to help companies with their cloud-native journey. Before that, he worked for startup and enterprise companies in the advertising, banking, and telecom industries as SysAdmin, Application Admin, DevOps Engineer, and SRE for more than 20 years. He is a CNCF Ambassador and Kubestronaut. He organizes KCD Istanbul and DevOpsDays Istanbul events and other local meetups.

He works at Kubermatic as a Kubernetes Consultant and Trainer to help companies with their cloud-native journey. Before that, he worked for startup and enterprise companies in the advertising, banking, and telecom industries as SysAdmin, Application ... Show more

Jasper Oosterveld

Jasper Oosterveld

My name is Jasper Oosterveld. I am a Microsoft MVP, Data Security & Microsoft 365 Consultant based in the Netherlands. I’ve spent the last decade helping organizations tackle complex challenges around Microsoft 365 Governance, Adoption and Data Security with Microsoft Purview. My mission? To empower companies to protect their data and streamline collaboration in Microsoft 365, all while keeping Governance, Adoption and Data Security at the forefront.

My name is Jasper Oosterveld. I am a Microsoft MVP, Data Security & Microsoft 365 Consultant based in the Netherlands. I’ve spent the last decade helping organizations tackle complex challenges around Microsoft 365 Governance, Adoption and Data Secur... Show more

Hannah Olukoye

Hannah Olukoye

Hannah is a versatile Engineering Manager who translates complex software engineering concepts into people-centric strategies. Leveraging her background as a software engineer and Google Developer Expert for Android, she now focuses on building platforms that reduce developer cognitive load and empower teams to move faster and safely.
She remains an active mentor, technical writer, and international speaker dedicated to motivating others, especially women, to pursue careers in tech.

Hannah is a versatile Engineering Manager who translates complex software engineering concepts into people-centric strategies. Leveraging her background as a software engineer and Google Developer Expert for Android, she now focuses on building platf... Show more

Shawn Dorward

Shawn Dorward

Shawn Dorward is Vice President of the SMB Division (Fulcrum Group) at sa.global and a seasoned business and technology leader with over 25 years of experience in ERP and CRM implementations. His expertise spans a wide range of industries and organizations—from small family-owned businesses to complex global deployments—driving digital transformation and delivering measurable business value.

Recognized as a 7-time Microsoft MVP for Business Applications, Shawn is deeply passionate about helping businesses maximize efficiency and ROI through strategic use of technology. His dedication to the Microsoft Dynamics community is evident in his frequent speaking engagements at user groups, conferences, and online events across the U.S.

Shawn shares practical insights and productivity tips through his popular blog www.LifeHacks365.com, covering Dynamics 365 (including Dynamics GP and Business Central) and Office 365 tools like Excel and Outlook.

Embracing the next wave of innovation, Shawn is currently exploring the power of AI and Microsoft Copilot. Through his platform www.TheWorldsOkayestShawn.com, he documents his journey with podcasts, blog posts, and life hacks—all designed to help others save time, increase efficiency, and navigate their own Copilot adventures.

Shawn Dorward is Vice President of the SMB Division (Fulcrum Group) at sa.global and a seasoned business and technology leader with over 25 years of experience in ERP and CRM implementations. His expertise spans a wide range of industries and organiz... Show more

Vanessa Toves

Vanessa Toves

When I was young I wanted to be an architect. As it turns out, I'm a different type of architect. I am a Microsoft 365 Solutions Architect.

When I was young I wanted to be an architect. As it turns out, I'm a different type of architect. I am a Microsoft 365 Solutions Architect. Show more

Tonie Huizer

Tonie Huizer

Tonie Huizer is a Software, Data, and DevOps Consultant who believes good tech starts with understanding your people. A regular on international stages and a Microsoft Certified Azure Developer, Tonie loves helping teams simplify complex challenges; whether that’s modernizing database deployments, designing scalable systems, or just getting Dev and Ops to finally talk to each other.

Tonie is known for his clear, energetic presentation style and ability to make complex topics accessible and engaging. As a Redgate Community Ambassador, he advocates for database DevOps and contributes to open knowledge sharing through blogs, talks, and events across the globe. He also co-leads SeaQL Saturday, a community-driven event that blends education, networking, and Sammie, his Kooikerhondje mascot. (Because yes, even events are better with a dog.)

Whether he's discussing Azure DevOps workflows, database release automation, or the cultural shifts required to implement DevOps successfully, Tonie brings real-world experience, humor, and actionable insights. His goal is to inspire professionals not just to adopt new technologies, but to transform how teams collaborate and innovate.

And when he’s not speaking about tech, he might just be speaking about whisky. Tonie is a passionate whisky enthusiast who loves sharing stories, flavors, and the occasional tasting session with his fellow connoisseur of TasteWhisky. If you're into DevOps, data, and a well-aged dram on the side, Tonie’s your man!

Tonie Huizer is a Software, Data, and DevOps Consultant who believes good tech starts with understanding your people. A regular on international stages and a Microsoft Certified Azure Developer, Tonie loves helping teams simplify complex challenges; ... Show more

Rob Sewell

Rob Sewell

Rob was a SQL Server DBA with a passion for PowerShell, Azure, Automation, and SQL (PaaS geddit?). Now he just helps people make things. He is a Data Platform MVP and an Azure MVP, a PowerShell Conference Europe organiser, and maintainer of many open-source projects. He has spoken at and volunteered at many Data and PowerShell events all over the world. He is a proud supporter of the Data and PowerShell communities.

He relishes sharing and learning and can be found doing both via Social Medias and his blog. He spends most of his time looking at a screen and loves to solve problems. He knows that looking at a screen so much is bad for him because his wife tells him so. Thus, he is often out riding his bike as his eyes are not good enough to play cricket any more.

He has a fabulous beard

Rob was a SQL Server DBA with a passion for PowerShell, Azure, Automation, and SQL (PaaS geddit?). Now he just helps people make things. He is a Data Platform MVP and an Azure MVP, a PowerShell Conference Europe organiser, and maintainer of many open... 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

Alison Cossette

Alison Cossette

Alison Cossette is founder and CEO of ClariTrace, where she's building graph-based intelligence for AI systems. Her work spans AI governance, physical AI, and retrieval research—she recently won "Most Impressive Project" at Physical AI Hack 2026 for a VLA-powered robot that reads books to children. Alison serves on the US NIST Generative AI Public Working Group and has studied AI and Data Science at Northwestern University at the Master's level. She speaks globally on building AI systems that are capable, controllable, and worth trusting.

Alison Cossette is founder and CEO of ClariTrace, where she's building graph-based intelligence for AI systems. Her work spans AI governance, physical AI, and retrieval research—she recently won "Most Impressive Project" at Physical AI Hack 2026 for ... Show more

Alan Cox

Alan Cox

Alan Cox is a Microsoft MVP for Copilot & Microsoft 365 and has been in IT for almost 30 years and consulting for 25. His passion is helping organizations achieve more from their Microsoft 365 investments. Alan currently is the Director of Microsoft Governance for Genworth Financial.

Alan Cox is a Microsoft MVP for Copilot & Microsoft 365 and has been in IT for almost 30 years and consulting for 25. His passion is helping organizations achieve more from their Microsoft 365 investments. Alan currently is the Director of Microsoft ... Show more

Sandra Kiel

Sandra Kiel

Sandra is a Microsoft MVP, speaker, and entrepreneur driven by one question: how can digital work feel more intuitive, motivating, and human? As founder of a company rooted in gaming and interactive experiences, she brings game thinking into the Microsoft ecosystem—from Microsoft 365 and Copilot experiences to Business applications and Collaboration workflows. Sandra translates proven game UX patterns into adoption-friendly solutions that help people navigate complexity with confidence.

Beyond technology, Sandra is a passionate community builder. She actively creates spaces where people connect, learn, and grow and she is especially committed to helping new speakers find their voice. Because her own speaker journey started late, she knows how intimidating the stage can feel. As a woman in tech, she also understands what it takes to be seen and taken seriously, and she mentors others to step forward, build confidence, and shape their own path in the community.

Sandra is a Microsoft MVP, speaker, and entrepreneur driven by one question: how can digital work feel more intuitive, motivating, and human? As founder of a company rooted in gaming and interactive experiences, she brings game thinking into the Micr... Show more

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