Finance & Banking

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

Sagar Kesarpu

Sagar Kesarpu

Passionate about leveraging technology to drive innovation and solve technical problems. I am a tech enthusiast with a keen interest in cloud computing, open source and emerging technologies. With a curiosity-driven mid set and a commitment to continuous learning, I enjoy exploring the latest trends, sharing knowledge and contributing to tech communities.

Passionate about leveraging technology to drive innovation and solve technical problems. I am a tech enthusiast with a keen interest in cloud computing, open source and emerging technologies. With a curiosity-driven mid set and a commitment to contin... Show more

Darshna Shah

Darshna Shah

Darshna is the Chief AI Officer at Elastacloud, with a PhD in Neuroscience and over 10 years of experience delivering enterprise AI solutions across Finance, Legal, Energy, and Sustainability. Proven track record in building machine learning solutions, multi-agent AI systems, aligning AI strategy with business goals, and leading cross-functional teams to deliver measurable commercial impact. Recognised Microsoft AI MVP (5years), mentor, established conference speaker (Tech(K)now, Microsoft conferences (Future Decoded, Build, Ignite), DPS Days, Cloud Brew, UK Azure meetup, SQL Bits), and community leader (organiser of Data Science London, 10k+ members). Passionate about responsible AI, sustainability, and translating cutting-edge research into real-world impact.

Darshna is the Chief AI Officer at Elastacloud, with a PhD in Neuroscience and over 10 years of experience delivering enterprise AI solutions across Finance, Legal, Energy, and Sustainability. Proven track record in building machine learning solution... Show more

Daniel Clement

Daniel Clement

Cloud DevOps Engineer with years of experience in AWS cloud meticulously developing robust applications and architectures. I have a strong interest in developing scalable and highly secure technologies. My area of expertise is in designing and developing systems that meet standards in their ability for continuous delivery and meet compliance.

Cloud DevOps Engineer with years of experience in AWS cloud meticulously developing robust applications and architectures. I have a strong interest in developing scalable and highly secure technologies. My area of expertise is in designing and develo... Show more

Gabriella Amaefule

Gabriella Amaefule

Software Engineer passionate about building and deploying scalable and reliable backend servers. with a passion for sharing practical insights on software architecture and API design.

Software Engineer passionate about building and deploying scalable and reliable backend servers. with a passion for sharing practical insights on software architecture and API design. Show more

Samuel Adekunle

Samuel Adekunle

Samuel is a Senior Mobile Engineer with 6+ years of experience developing robust and scalable mobile applications for fintech, e-commerce, and SaaS, serving hundreds of thousands of users.

Samuel is a Senior Mobile Engineer with 6+ years of experience developing robust and scalable mobile applications for fintech, e-commerce, and SaaS, serving hundreds of thousands of users. Show more

Juan Reséndiz

Juan Reséndiz

Ingeniero de Software y Devops, llevo 10 años de diversión en el área de sistemas.
Me encanta enseñar, aprender y crear soluciones, buscando la mantenibilidad, disponibilidad y resiliencia de los sistemas.

Actualmente estoy como Engineer Manager en Pinterest, para la vertical de Ads Review

Soy fanático de no morir de hambre.

Ingeniero de Software y Devops, llevo 10 años de diversión en el área de sistemas. Me encanta enseñar, aprender y crear soluciones, buscando la mantenibilidad, disponibilidad y resiliencia de los sistemas. Actualmente estoy como Engineer Manager... Show more

David Aniebo

David Aniebo

I'm David Aniebo, a software development engineer interested in product quality, tooling, automation, and developer operations. I specialize in building scalable, high-performing, sustainable software solutions that consistently exceed business and user expectations.

I enjoy sharing insights with the developer community through speaking engagements and workshops.

I'm David Aniebo, a software development engineer interested in product quality, tooling, automation, and developer operations. I specialize in building scalable, high-performing, sustainable software solutions that consistently exceed business and u... Show more

Naman Goyal

Naman Goyal

Naman Goyal is a distinguished Machine Learning Engineer and Researcher specializing in Large Language Models (LLMs), Computer Vision, Deep Learning, and Multimodal Learning. With a proven track record at leading technology companies including Google DeepMind, NVIDIA, Apple, and innovative startups, Naman consistently drives advancements in artificial intelligence applications.
At Google DeepMind, Naman plays an instrumental role in developing Deep Research, an AI-powered research assistant integrated within Google Gemini. His contributions focus on enhancing Gemini's reasoning capabilities and optimizing machine learning workflows that serve millions of users globally.
Previously at NVIDIA, Naman optimized machine learning processes for autonomous vehicle development, addressing complex challenges in deploying deep learning models in resource-constrained environments. His work accelerated training cycles and improved the accuracy of self-driving car technology.
During his tenure at Vimaan Robotics, Naman designed computer vision algorithms for AI-powered inventory management solutions, achieving 99.8% inventory accuracy for large-scale warehouses. At HyperVerge Technologies, he developed identity verification systems utilizing facial recognition to protect billions of identities while dramatically reducing processing time from hours to minutes.
Naman holds an M.S. in Computer Science from Columbia University, where his thesis focused on Multi-Modal Learning and NLP. He graduated at the top of his class with a B.Tech. in Computer Science from the Indian Institute of Technology, IIT.
A recipient of prestigious recognitions including the National Talent Search Examination Scholarship and Kishore Vaigyanik Protsahan Yojana Fellowship, Naman has published research papers on on-device NLP applications, graph neural networks, and self-supervised learning approaches for multimodal representation learning.
Naman combines technical excellence with an innovative mindset, consistently delivering high-impact solutions across diverse domains including AI agents, autonomous vehicles, inventory management, identity verification, and AI-powered research assistance. His expertise in developing explainable and responsible AI models emphasizes his commitment to ethical advancement in artificial intelligence.

Naman Goyal is a distinguished Machine Learning Engineer and Researcher specializing in Large Language Models (LLMs), Computer Vision, Deep Learning, and Multimodal Learning. With a proven track record at leading technology companies including Google... Show more

Parichay Banerjee

Parichay Banerjee

Parichay is a Lead Backend Engineer at ING Bank in The Netherlands. He studied Computer Science and started his career in IT in 2008 and since then has been working with diverse technologies and domains, primarily focusing on the JVM ecosystem. Over the years, Parichay has continued deepening and widening his skills in Java and related frameworks and technologies. He loves to explore and share new and better ways to write software with colleagues and community around.

Parichay is a Lead Backend Engineer at ING Bank in The Netherlands. He studied Computer Science and started his career in IT in 2008 and since then has been working with diverse technologies and domains, primarily focusing on the JVM ecosystem. Over ... Show more

Chris McNulty

Chris McNulty

Chris McNulty is Chief Technology Officer and CMO at Synozur, and serves as Treasurer and Board member for AIIM. For almost ten years, he was Senior Director of Product Marketing for Microsoft 365, Viva, Syntex, Copilot, SharePoint, OneDrive, Teams and Stream at Microsoft. Chris’s experience as CTO includes companies such as Dell and Quest Software. He was first recognized as a SharePoint MVP in 2013.A frequent speaker at events around the globe, Chris is the author of the “SharePoint 2013 Consultant’s Handbook” among other works and holds several patents. Chris holds an MBA from Boston College in Investment Management and has over twenty years’ experience with John Hancock, State Street, GMO, and Santander. He hosts the Polaris podcast at https://polaris.synozur.com and co-hosts Microsoft’s Intrazone podcast at https://aka.ms/TheIntrazone

Chris McNulty is Chief Technology Officer and CMO at Synozur, and serves as Treasurer and Board member for AIIM. For almost ten years, he was Senior Director of Product Marketing for Microsoft 365, Viva, Syntex, Copilot, SharePoint, OneDrive, Teams a... Show more

Daniel Malvaceda

Daniel Malvaceda

Daniel Malvaceda Canales is currently working as a DevSecOps Engineer, passionate about driving the cultural transformation of security within development environments. With experience in application security and architecture, he has supported teams in adopting modern practices that balance innovation, agility, and protection.

He also promotes research and continuous learning through talks and workshops in academic and professional communities, bringing security, development, and technology culture closer to new audiences.

His vision combines technical expertise with a strong commitment to inspiring organisations and individuals to view security not merely as a requirement, but as a driver of innovation and digital transformation.

Daniel Malvaceda Canales is currently working as a DevSecOps Engineer, passionate about driving the cultural transformation of security within development environments. With experience in application security and architecture, he has supported teams ... Show more

Dr Roushanak Rahmat

Dr Roushanak Rahmat

Roushanak is a renowned expert in AI and data science, with a strong focus on deep learning applications. She has a diverse background, having worked in both academia and industry, and has been recognised as a Google Cloud Innovator Champion. Currently, she is a data scientist lead at IBM, London.

With a PhD in AI, computer vision, and medical imaging from Heriot-Watt University, Roushanak possesses deep expertise in developing advanced algorithms and modelling. She has lecturered at Ulster University, researched at prestigious institutions such as the University of Cambridge, University of St Andrews and the Institute of Cancer Research.

Roushanak also has industry experience, having worked at Elekta, a leading medical technology company, where she was a pioneering AI expert who helped revolutionise radiotherapy by developing innovative solutions for cancer treatment. Her work had a significant impact on the field, improving patient outcomes and advancing the use of AI in healthcare.

Roushanak is a passionate advocate for education and community building in the field of AI. She is an active public speaker, tech blogger, and YouTube creator, Women in Tech Ambassador and Community Lead where she shares her insights and expertise with a wider audience. She is also a dedicated mentor, providing guidance and support to individuals inside and outside of IBM.

Roushanak has demonstrated exceptional leadership and collaboration skills, with a proven track record of leading teams and managing complex projects.

Roushanak is a renowned expert in AI and data science, with a strong focus on deep learning applications. She has a diverse background, having worked in both academia and industry, and has been recognised as a Google Cloud Innovator Champion. Current... Show more

Edwin Moedano

Edwin Moedano

I am a Cloud Engineer at Caylent with a developer background and experience mainly in sectors like media, finance, retail, education among others. I studied an MSc in Computer Science and I'm passionate about topics like DevOps culture, automation, information architecture, user experience, event-driven infrastructure, good development practices, algorithm analysis, observability and security mechanisms.

I am a Cloud Engineer at Caylent with a developer background and experience mainly in sectors like media, finance, retail, education among others. I studied an MSc in Computer Science and I'm passionate about topics like DevOps culture, automation, i... Show more

Diponkar Paul

Diponkar Paul

Diponkar Paul has over 15 years of experience in the IT industry, specializing in Business Intelligence, Big Data, and Data Warehousing. Currently serving as Associate Director of Data Platform and Strategy at OMERS, Canada, he has a proven track record of designing and developing medium- to large-scale data warehouses and delivering business-critical analytical solutions. Diponkar is deeply involved in shaping modern enterprise data strategies, particularly in the transformative era of Generative AI.

He is leading the Toronto Data Professionals Community (former Toronto PASS user group). He has a diverse background and has been working and studying in different Geo locations including Canada, Denmark, the UK, and Sweden. He writes a technical blog, writes articles on SQLServerCentral, and, does public speaking. His remarkable contributions to the community earned him the Microsoft Data Platform MVP award.

Diponkar Paul has over 15 years of experience in the IT industry, specializing in Business Intelligence, Big Data, and Data Warehousing. Currently serving as Associate Director of Data Platform and Strategy at OMERS, Canada, he has a proven track rec... Show more

Santhoshkumar Srinivasan

Santhoshkumar Srinivasan

Santhosh is a results-oriented Senior Software Architect with over 18 years of experience leading and delivering innovative software solutions for enterprises specialising in financial institutions and cloud migration.

Over the last decade, Santhosh has worked with several leading Financial Institutions, such as JP Morgan Chase, Fidelity, and Visa, helping their teams accelerate their journey to the Cloud and modernise their application stacks while adhering to strict security requirements and regulatory guidelines.

He specializes in application modernization and cloud-native architectures and is keenly interested in achieving cost efficiency through innovative use of cloud-native and managed services.

With a penchant for AI and ML, he has spearheaded multiple innovative solutions on adopting Generative AI models and tools for real-world solutions while ensuring the solutions are built responsibly and securely.

Santhosh is a results-oriented Senior Software Architect with over 18 years of experience leading and delivering innovative software solutions for enterprises specialising in financial institutions and cloud migration. Over the last decade, Santho... Show more

Reynaldo John Tristan Mahinay Jr.

Reynaldo John Tristan Mahinay Jr.

Tristan Mahinay is a Technical Leader, Technical Architect and an Innovation Lead at IBM. He has been developing Java-based applications both for product development and consulting. He is currently the Java User Group Leader of Java User Group Philippines, an author for Foojay Community, and an Open-Source Contributor. He always explores new technologies that can fit into creating software.

Tristan Mahinay is a Technical Leader, Technical Architect and an Innovation Lead at IBM. He has been developing Java-based applications both for product development and consulting. He is currently the Java User Group Leader of Java User Group Philip... Show more

Ganesh Divekar

Ganesh Divekar

I am Ganesh Divekar, currently leading AI/ML initiatives at Bajaj Technology Services. With over 10 years of experience, I bring a unique blend of expertise across AI/ML, Generative AI, Data Science, Cloud, Databases, Frontend, Backend, and Enterprise Architecture.

My technical journey spans:
AI/ML & Data Science – Predictive analytics, NLP-driven automation, recommender systems, time-series forecasting, deep learning (TensorFlow, PyTorch), and advanced LLM ecosystems (GPT-4, GPT-4o, Mistral, Llama, LangChain, LangGraph, MCP).
RAG & Knowledge Systems – FAISS, Qdrant, Pinecone, Azure AI Search, LlamaIndex.
Cloud Platforms – AWS, Azure, GCP with Kubernetes, Docker, Terraform, and microservices architecture.
Databases & Data Engineering – DynamoDB, Cosmos DB, PostgreSQL, Hive, Redis, Kafka, scalable pipelines.
Backend Engineering – Java, Kotlin, GoLang, Spring Boot, FastAPI, Node.js with clean architecture principles.
Frontend Engineering – React, Flutter, Next.js, building cross-platform applications with strong UX focus.
Security & Compliance – Nginx, TLS 1.3, IAM/RBAC, AES-GCM encryption, enterprise-grade InfoSec guardrails.
I’ve implemented real-time predictive analytics, AI-powered chatbots, voice AI assistants, financial advisory systems, KYC/document verification platforms, and workflow automation solutions that have transformed enterprise operations and customer experiences.
Beyond my professional work, I am an active speaker, mentor, and community contributor, sharing insights on AI, Data Science, and Full-Stack Innovation at global conferences, developer communities, and universities. My passion is to harness AI and engineering for transformative automation, performance optimization, and intelligent user interactions.

I am Ganesh Divekar, currently leading AI/ML initiatives at Bajaj Technology Services. With over 10 years of experience, I bring a unique blend of expertise across AI/ML, Generative AI, Data Science, Cloud, Databases, Frontend, Backend, and Enterpris... Show more

Alexander Arians

Alexander Arians

With over a decade of experience in software development, I currently serve as Chapter Lead at AXA, leading software developers across four cross-functional teams. I oversee IT operations for the entire health insurance landscape, driving efficiency improvements through new technologies and simplified processes. Before AXA, I was Lead Software Developer at DeepUp GmbH, where I contributed to scaling the company from startup to scale-up, building a cloud-based application landscape. What truly drives me is my passion for coaching, supporting, and empowering developers to grow in their careers.

With over a decade of experience in software development, I currently serve as Chapter Lead at AXA, leading software developers across four cross-functional teams. I oversee IT operations for the entire health insurance landscape, driving efficiency ... Show more

Eugenio Peraza Perera

Eugenio Peraza Perera

Eugenio Peraza is a graduate in Business Management who soon became passionate about technology and data. He specialized in Power BI and Power Platform and works as Power Platform Consultant at HSI. His main objective is to use the capabilities of technology to provide valuable information for business decision making.

Eugenio Peraza is a graduate in Business Management who soon became passionate about technology and data. He specialized in Power BI and Power Platform and works as Power Platform Consultant at HSI. His main objective is to use the capabilities of t... Show more

Sangeeta Sinha

Sangeeta Sinha

Having 13 years of software experience in industry. Completed masters in Computer Science in 2011 from India.

Having 13 years of software experience in industry. Completed masters in Computer Science in 2011 from India. Show more

Ronnie Atuhaire

Ronnie Atuhaire

I am a Computer Science Student at Makerere University. I am a proud member of many tech communities including Twilio, Blockchain, GDSC (Google Developer Students Club), the Cybersecurity Association, and the Internet Society of Uganda. Additionally, I actively engage in various micro meetups and organizations that align with my tech interests.

In my free time, I channel my passion for technology into technical writing and vlogging, allowing me to share knowledge and insights with a broader audience. Alongside these endeavors, I am deeply involved in nurturing my startup projects, including MpaMpe and mPoint Hub. As a lifelong learner, I continuously seek opportunities for personal and professional growth within the ever-evolving world of technology.

I have also made significant contributions to the tech landscape as a Microsoft and Wolfram Ambassador, Twilio Champion, Notion Campus Lead, and GDSC Lead facilitating collaboration and knowledge sharing within global tech communities.

More: https://linktr.ee/Atuhaire

I am a Computer Science Student at Makerere University. I am a proud member of many tech communities including Twilio, Blockchain, GDSC (Google Developer Students Club), the Cybersecurity Association, and the Internet Society of Uganda. Additionally,... Show more

Michael McKinley

Michael McKinley

Michael McKinley is the founder of McKinley Consulting. Michael has managed projects and workstreams in consulting for the last six years, in areas including data analytics, change management, operations excellence, and supply chain transformation.

Mr. McKinley is currently leading a BI team at AllianceBernstein, a mid-level global investment bank. The reports his team generates are viewed by senior leadership, including the CEO, and are reported to Wall Street.

Michael McKinley is the founder of McKinley Consulting. Michael has managed projects and workstreams in consulting for the last six years, in areas including data analytics, change management, operations excellence, and supply chain transformation. ... Show more

Tony Proctor, EA

Tony Proctor, EA

Tony Proctor is an Enrolled Agent and a firm owner with nearly two decades of experience, as well as a former IT manager with over 20 years, including a decade in parallel with his firm. He brings a practical, training-first lens to culture, leadership, and operations. Tony teaches tax law and small-business finance, delivering energetic, plain-language sessions with real-world takeaways. An alum of the Intuit Partner Council, he’s recognized for credibility, integrity, and professionalism. Off the clock, he’s spending time with his family, bowling a few strikes, or riding his sportbike.

Tony Proctor is an Enrolled Agent and a firm owner with nearly two decades of experience, as well as a former IT manager with over 20 years, including a decade in parallel with his firm. He brings a practical, training-first lens to culture, leadersh... Show more

Lee Fulmer

Lee Fulmer

Lee is an experienced business technologist who has been creatively disrupting the technology, media and finance industries throughout his career. His blend of business acumen, creativity and technology experience brings a unique perspective on driving business change. From helping decentralise the Internet on the board of ICANN to building the foundations for BBC Online and OnDigital (the world's first digital television service) to dreaming up the idea for the UK Faster Payments service then chairing the industry bodies that delivered it, he is always at the forefront of data and digital disruption. An accomplished photographer with over 80 awards for his work, he was invited to join the advisory panel of 1854 Media to help steer The British Journal of Photography through its digital transition. He is the recipient of DataIQ's Lifetime Achievement Award, Tech-Exec magazine's Data Leader of the Year award, twice recognised in the DataIQ100 Top Influential People in Data, and received Global Finance magazine's Top Innovator Award.

Lee is also an accomplished creative having been a journalist for the likes of Future Publishing, HarperCollins and IDG and has received numerous awards for his photography including back-to-back Best of the Best awards in the Architecture Masterprize and medals from BIFA, NYPA, PX3 and TIFA.

Lee is an experienced business technologist who has been creatively disrupting the technology, media and finance industries throughout his career. His blend of business acumen, creativity and technology experience brings a unique perspective on drivi... Show more

Dan Edwards

Dan Edwards

Dan is a CPA with over 30 years of experience in the ERP industry. During this time, he has worked in many different roles allowing him to truly understand the complete industry. The combined experience of marketing, sales, presales, consulting and training allows him to provide a truly unique perspective to prospects and customers.

Most recently he has specialized in Dynamics 365 Finance & Supply Chain, Business Intelligence and Power Platform, helping customers and partners understand their pains with reporting and analyzing the volumes of data they have. He has helped them identify proper solutions so they can truly gain value from their data.

In addition, Dan is an Adjunct Professor of Business teaching Accounting Information Systems and Data Analytics. He is also the leader of the Southern California Dynamics 365 user group.

He is a frequent speaker and presenter at Microsoft and other related industry conferences and events including Microsoft Convergence, AXUG Summit, Microsoft Technical Conference and Power BI World Tour. He was recently recognized as a DUG Product Expert Superhero.

Dan is a CPA with over 30 years of experience in the ERP industry. During this time, he has worked in many different roles allowing him to truly understand the complete industry. The combined experience of marketing, sales, presales, consulting and t... Show more

Chris Barber

Chris Barber

Chris Barber is a chartered accountant (ACMA, CGMA), 4 times Microsoft MVP, author of Income Statement Semantic Models, runs StarSchema.co.uk, and has popular YouTube videos (over 100k views) and courses (over 1k participants) on the topic of Profit and Loss (P&L) using Power BI. He also works in the largest Microsoft consultancy globally and thus has experience working across various industries.

Chris Barber is a chartered accountant (ACMA, CGMA), 4 times Microsoft MVP, author of Income Statement Semantic Models, runs StarSchema.co.uk, and has popular YouTube videos (over 100k views) and courses (over 1k participants) on the topic of Profit ... Show more

Lee Dickson

Lee Dickson

Lee Dickson brings 7+ years of experience in productizing AI solutions and predictive analytics, with a strong track record of streamlining operations and improving customer engagement for SMBs and enterprise clients. With an extensive background in technology and SaaS, he's an advocate for using AI to solve real-world problems that build strong relationships between businesses and their customer base through customizable conversations with digital AI agents.

Lee was part of the founding team that built raia AI, a platform that can rapidly deploy customizable AI assistants with low-to-no code required. These AI agents can handle a variety of job roles that focus around sales, support, marketing, and operational departments across a wide range of industries (software & technology, healthcare, financial services, travel & tourism, marketing agencies, real estate, and more).

Lee has built an AI learning community of over 400,000 subscribers through his podcast "The AI Guys" that makes artificial intelligence easy to understand for everyone. Through this initiative, he has been able to assist countless businesses and industries build a gold standard for their own AI deployment and consulted business leadership teams that manage companies with annual recurring revenues of $5M-$500M+.

Lee Dickson brings 7+ years of experience in productizing AI solutions and predictive analytics, with a strong track record of streamlining operations and improving customer engagement for SMBs and enterprise clients. With an extensive background in ... Show more

Jonatan Männchen

Jonatan Männchen

As the Chief Information Security Officer at the Erlang Ecosystem Foundation (EEF), I drive security initiatives across Erlang, Elixir, Gleam, and the broader community. My role involves analyzing and implementing data protection, compliance, and secure development practices—particularly focusing on requirements like EU CRA/CISA and supply chain integrity. I maintain the EEF’s CNA (CVE Numbering Authority), ensuring vulnerability disclosures are managed effectively. I also collaborate closely with volunteer working groups, design software solutions for security challenges, and actively engage in fundraising activities.

As the Chief Information Security Officer at the Erlang Ecosystem Foundation (EEF), I drive security initiatives across Erlang, Elixir, Gleam, and the broader community. My role involves analyzing and implementing data protection, compliance, and sec... Show more

Harsh Joshi

Harsh Joshi

Harsh is a senior software engineer at a global fintech company, Visa. With a background in software engineering and technical evangelism, he is keenly interested in technology-agnostic, pragmatic and applied engineering, and taking it to a broader audience. His experiences with open source include Google Summer of Code, running an open source community to conceptualise open source practices for students in India, and technical communities/evangelism on open technologies.

Harsh has 5+ Years of technology-agnostic hands-on engineering experience. He is a huge open-source enthusiast and is active in dev community circles through dev tools, multiple NPM packages collectively amassing thousands of downloads and GitHub community repositories that have attracted hundreds of contributors.

Past Experience - Founding Software Engineering at a Health-Tech Startup in India.

Harsh is a senior software engineer at a global fintech company, Visa. With a background in software engineering and technical evangelism, he is keenly interested in technology-agnostic, pragmatic and applied engineering, and taking it to a broader a... Show more

Sheri Radler

Sheri Radler

Sheri Radler is a CPA, CMA, CEPA, and the founder of R Accounting Group, a boutique firm dedicated to helping small and mid-sized businesses thrive through Client Accounting Services, controllership, and CFO-level advisory. With a career rooted in corporate finance, Sheri saw a gap: many entrepreneurs lacked access to the financial insight and operational discipline that larger companies rely on. She launched her firm to bridge that gap—bringing the C-suite mindset to the small business space.

Her expertise lies in aligning business, financial, and personal goals to build value, resilience, and readiness—whether for growth, transition, or exit. A Top 100 ProAdvisor and member of the Intuit Partner Council, Sheri frequently shares her insights on CAS, technology adoption, and advisory services at national conferences and through thought leadership. Her sessions blend real-world experience with actionable takeaways, leaving audiences equipped to rethink their financial strategy and implement best practices that drive long-term success.

Sheri Radler is a CPA, CMA, CEPA, and the founder of R Accounting Group, a boutique firm dedicated to helping small and mid-sized businesses thrive through Client Accounting Services, controllership, and CFO-level advisory. With a career rooted in co... Show more

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