Finance & Banking

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

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

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

Manpreet Singh

Manpreet Singh

Manpreet leads the Modern Workplace AI Solutions Team at Cognizant, where he designs and scales transformative Microsoft-based solutions for global enterprises. Partnering with leadership across diverse verticals—from Media and Entertainment to Financial Services and Healthcare—Manpreet orchestrates Agentic AI strategies that move beyond simple automation to create truly autonomous, intelligent ecosystems. His mission is to redefine the "Agentic Experience," ensuring that AI doesn't just respond to prompts but proactively solves business friction for global customers. As a Microsoft MVP in M365 and AI, he bridges the gap between complex architectural innovation and real-world business impact.

Beyond his leadership at Cognizant, Manpreet is a titan in the technical community. A revered MVP, his insights have reached a staggering 10 million+ readers through his extensive library of articles and blogs. He is the driving force behind numerous annual boot camps, hackathons, and fundraisers, all aimed at nurturing the next generation of tech talent. Whether he is architecting a unified AI Command Center for a Fortune 500 firm or mentoring the next generation of developers, Manpreet is driven by a relentless "human-first" philosophy. Amidst the rapid evolution of the AI landscape, he remains easily recognizable by his warm smile—a reflection of his genuine passion for empowering organizations to achieve more through the power of Agentic AI.

Manpreet leads the Modern Workplace AI Solutions Team at Cognizant, where he designs and scales transformative Microsoft-based solutions for global enterprises. Partnering with leadership across diverse verticals—from Media and Entertainment to Finan... Show more

Balkrishna Rawool

Balkrishna Rawool

Balkrishna works as an engineering lead at ING Bank. He is a frequent speaker at renowned tech conferences. He has passion for continuous learning and genuine desire to sharing knowledge. Although he has been working with Java for many years, he finds latest developments in Java quite exciting. He is also an Oracle ACE Associate for Java.

Balkrishna works as an engineering lead at ING Bank. He is a frequent speaker at renowned tech conferences. He has passion for continuous learning and genuine desire to sharing knowledge. Although he has been working with Java for many years, he find... Show more

Surbhi Pokharna

Surbhi Pokharna

Surbhi Pokharna is a seasoned data professional with over two decades of experience in data architecture, database administration, and large-scale enterprise data solutions in the financial domain. She specializes in operationalizing data platforms in client-facing roles, delivering robust relational and advanced analytics solutions for both transactional systems and data warehouses.
Currently, Surbhi leads enterprise-scale cloud data migrations across SQL Server, Snowflake, Azure SQL, and Managed Instance, while actively designing next-generation data analytics platforms leveraging Snowflake.
She is a board member of the New England SQL Server User Group, part of the Snowflake Data Superhero 2026 program, and an active member of PASS. Surbhi is also a frequent speaker at industry conferences and community events, including PASS Summit, Snowflake User Groups, Azure Data User Groups, Data Saturdays, and SQLBits.

Surbhi Pokharna is a seasoned data professional with over two decades of experience in data architecture, database administration, and large-scale enterprise data solutions in the financial domain. She specializes in operationalizing data platforms i... 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

Marin Niehues

Marin Niehues

Marin Niehues is an independent consultant at the intersection of organizational design and delivery, helping companies build and operate structures that actually deliver. Across 20+ client projects with organizations from VC-backed scaleups to DAX40 companies, Marin works either embedded in line functions as a Delivery Lead or Business Analyst or strategically on organizational design, governance and process architecture.

In the past three years, Marin has spoken at conferences in more than twenty countries across six continents, including repeated invitations from Google and Microsoft.

Marin Niehues is an independent consultant at the intersection of organizational design and delivery, helping companies build and operate structures that actually deliver. Across 20+ client projects with organizations from VC-backed scaleups to DAX40... Show more

Joshua Angolano

Joshua Angolano

Josh has been interested in computers since he was five years old. He has worked professionally as a developer, engineer, director, and architect for over 20 years. He considers himself a lifelong learner. He ​loves mentoring and working with others. His passion is seeing others progress through their careers.

Josh has led large product development initiatives for multiple financial services organizations. This has included migrating from desktop applications to the web and from on-premise to the cloud.

Josh has been interested in computers since he was five years old. He has worked professionally as a developer, engineer, director, and architect for over 20 years. He considers himself a lifelong learner. He ​loves mentoring and working with othe... 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

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

Natalie Johnson

Natalie Johnson

Natalie Johnson is a renowned consultant, performance coach, author and business motivational speaker with over three decades of experience transforming cultures worldwide. As the Co-founder and Chief Visionary of Vidl Work, Natalie specializes in optimizing organizational performance by increasing energy, fostering team connections, and developing courageous leaders.

With a background in human performance, including psychology, physiology, and resilience, Natalie is a sought-after speaker and trainer, known for her engaging, high-energy presentations. Her impactful work has earned her numerous accolades, including the Enterprising Women of the Year Award, Champion of Healthcare, and Business Leader Woman Extraordinaire.

Natalie's dynamic speaking style and expertise in topics such as intentional culture, leadership development, and effective communication have made her a respected figure in the business world. Her ability to inspire and empower audiences to achieve their full potential has made her a valuable asset to organizations seeking to thrive in today's competitive landscape.

Natalie Johnson is a renowned consultant, performance coach, author and business motivational speaker with over three decades of experience transforming cultures worldwide. As the Co-founder and Chief Visionary of Vidl Work, Natalie specializes in op... 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

Jasveen Sandral

Jasveen Sandral

Software Engineer at Shinmei Industry (Toyota Group), Nagoya, Japan — building industrial IoT systems where web browsers talk directly to factory hardware through Web Serial API. Ruby Core contributor with code shipped in Ruby 3.3.1 and Ruby 4.0. Uses AI coding agents daily under constraints most developers never face: production code that controls physical manufacturing lines, a code review culture rooted in 引き算の美学 (the aesthetics of subtraction), and a policy that says "if you change one line, verify every possible case." Speaker at DroidKaigi (Japan), DevFest Pescara (Italy), Helvetic Ruby (Switzerland), and Balkan Ruby (Bulgaria). Also accepted at Berlin Buzzwords (Germany), BSDCan (Canada), and Umbraco Codegarden (Denmark).

Software Engineer at Shinmei Industry (Toyota Group), Nagoya, Japan — building industrial IoT systems where web browsers talk directly to factory hardware through Web Serial API. Ruby Core contributor with code shipped in Ruby 3.3.1 and Ruby 4.0. Use... Show more

Matt Topol

Matt Topol

Hailing from the faraway land of Brentwood, NY and currently residing in the rolling hills of Connecticut, Matt Topol has always been passionate about software. Matt has worked in infrastructure and application development, has lead development teams, and architected large-scale distributed systems for processing analytics on financial data. Matt is a PMC member for the Apache Arrow project, frequently enhancing the Golang library among other enhancements and helping to grow the Arrow Community. He wrote the first book on Apache Arrow "In-Memory Analytics with Apache Arrow" and spent the last couple years working on the Apache Arrow libraries full time and growing the Arrow Golang community. Matt is now a member of the ASF and also a PMC member of Apache Iceberg. Most recently, Matt and two colleagues have started the company, Columnar, focusing on data connectivity using Arrow Database Connectivity (ADBC).

In his spare time, Matt likes to bash his head against a keyboard, develop/run delightfully demented games of fantasy for his victims--er--friends, and share his knowledge with anyone interested who'll listen to his rants.

Hailing from the faraway land of Brentwood, NY and currently residing in the rolling hills of Connecticut, Matt Topol has always been passionate about software. Matt has worked in infrastructure and application development, has lead development teams... 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

Andrew Madson

Andrew Madson

Andrew Madson leads Developer Relations at Fivetran, where he builds global programs that help developers and data teams adopt modern data and AI tooling. He has built DevRel, education, and evangelism functions at Fivetran, Tobiko Data, and Dremio, delivering technical content, large-scale community programs, and keynotes across major industry conferences.

Andrew is a published author of the O’Reilly “Definitive Guide to Apache Polaris” and a graduate professor of data science and engineering. Andrew previously led AI and data teams at Arizona State University, J.P. Morgan Chase, and MassMutual among others.

Andrew Madson leads Developer Relations at Fivetran, where he builds global programs that help developers and data teams adopt modern data and AI tooling. He has built DevRel, education, and evangelism functions at Fivetran, Tobiko Data, and Dremio, ... Show more

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