Finance & Banking

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

Sergiu Petean

Sergiu Petean

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With a legacy of scaling engineering teams and managing complex transformations, I excel in integrating strategic thinking with hands-on expertise in AI, DevOps, and cloud solutions.

Over the last 15 years I have built and led engineering teams in Financial Services and Insurance, cloud infrastructure and startups. I also contributed to global communities such as Linux Foundation and Cloud Native Computing Foundation(CNCF), co-authored several research papers on AIOps and Decision Making and publicly spoken on different events such as Kubecon, Deloitte NextGen(AI) Cloud Transformation Summit and Cloud Native Days.

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With... Show more

Vijay Kumar Soni

Vijay Kumar Soni

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer and passionate about solving complex emerging finance, digital payment, identity and payment product problems using scalable, secure, future-proof and innovative approach. Vijay also led multiple EMVCo, eCommerce, Mobile SE/HCE Payments technology initiatives as lead architect and engineer. Vijay has worked on large industry led financial services & payments technology integration projects including Apple Pay, Google Pay, Samsung Pay, Click to Pay and FDX Open Banking integrations, Pay with Rewards, Contactless Mass Transit acceptance etc.

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer... Show more

Jose Pereira Cabezuelo

Jose Pereira Cabezuelo

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management 💼 provides a strategic and well-rounded approach to navigating today's complex market conditions. I thrive on challenges 💪 and bring strong skills in team leadership 🧑‍🤝‍🧑, problem-solving 💡, and business development 💼 to every opportunity. From sales & trading📈 and real estate 🏠 to international trade 🤝, I've honed my adaptability 🔄 and time management skills ⏱️.
➡️ #Finance #InvestmentBanking #Trading #FinancialMarkets #Economics #InternationalTrade #MarketMaking #FinTech #Career #Networking #LetsConnect

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management ... Show more

Craig Bonn

Craig Bonn

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IPO companies. Today, he is the Managing Partner of Harley Capital LLC, an independent broker-dealer, and the Managing Member of Edge Partners LLC, which organizes Special Purpose Vehicles (SPVs) for accredited investors seeking access to late-stage private companies. His professional record includes exposure to various industries—technology, healthcare, energy, and consumer markets—and early involvement in companies such as Facebook, Databricks, and Anthropic.

Craig’s path began in New York, where he was born and raised, before pursuing his undergraduate education at the University of Hartford. Soon after completing his degree, he joined Lehman Brothers. Working at the firm placed him amid global financial activity, where he learned to evaluate risk, manage portfolios, and advise clients across diverse situations. While the environment was demanding and competitive, it also revealed to him the limitations of conventional financial instruments. He observed that not every client’s long-term goals could be met through traditional markets alone, which inspired him to look more closely at alternatives.

Guided by this insight, Craig established Harley Capital LLC. He aimed to create an independent, transparent, and long-term client service firm. Harley Capital grew into a boutique investment company, serving high-net-worth individuals, family offices, and trusts. Clients of Harley Capital benefit from carefully selected opportunities in areas such as private equity and pre-IPO investments, which are often beyond the reach of conventional investors. The firm emphasizes diversification, clear communication, and fiduciary responsibility as central to its mission.

Craig further extended his professional focus through Edge Partners LLC. At Edge Partners, he applies the SPV model to give accredited investors structured participation in pre-IPO and late-stage venture opportunities. Organized under a Delaware Series LLC, the firm is efficient and flexible while maintaining thorough due diligence. Edge Partners has prioritized investments in fields such as artificial intelligence, cybersecurity, robotics, and software, which are industries positioned for long-term growth. He oversees acquiring securities in private companies and holding them until liquidity events such as acquisitions or public offerings occur.

His approach to investing emphasizes three pillars: disciplined risk management, appropriate timing, and a long-term vision. Craig believes that successful outcomes require choosing companies with potential and structuring the investments to safeguard participants. His preference for SPVs reflects this philosophy, providing both access to growth and a framework that manages risk.

Beyond pre-IPO markets, Craig has been active in natural gas mineral funds, venture partnerships, hospitality REITs, and specialized financing. His involvement includes WhiteHawk Energy and investments in Outstanding Foods, Braemar Hotels and Resorts, Prospect Capital, and Urica Therapeutics. Each reflects his practice of assessing industries, market conditions, and company fundamentals before committing capital.

Craig has remained committed to philanthropy and community involvement outside his professional roles. He supports organizations such as Pink Aid and Fred’s Team, which fund cancer research and health initiatives. His contributions include both financial support and participation in awareness-building events.

Craig has lived with his wife in Westport, Connecticut, for over 25 years. He is a runner who has completed five marathons, including the New York Marathon. He also enjoys traveling and gaining perspective by engaging with different cultures and economies.

Balancing his career achievements with philanthropy and personal pursuits, Craig Bonn continues to follow a path that reflects dedication, long-term vision, and community engagement.

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IP... Show more

Hernan Parada

Hernan Parada

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity.
I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years.
I started out doing tech support for internet services, then worked as a systems auditor at PwC.
For 10 years, I led teams handling tech and operational risk management. My curiosity pushed me to explore other industries too — I took on cybersecurity roles, and then became IT Manager in the civil aviation sector in the public sphere, where I stayed for nearly six years.
Now I’m back to my first love — the financial world — and currently working as a CISO at a financial company.

And as a little "bonus track": I'm passionate about communication, so I went back to something I left hanging in my teens — in 2021, I graduated as a Professional Radio & TV Broadcaster from ETER School of Communication.

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity. I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years. ... Show more

Robert Nordlander, CPA, CFE

Robert Nordlander, CPA, CFE

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

Natalie Cook

Natalie Cook

Natalie Cook is the founder of Finance Fight Club, an Outsourced CFO & Financial Services firm dedicated to empowering small business owners with financial clarity and strategic guidance. With extensive experience in financial management, Natalie has guided over 50 small businesses to transform their operations, achieve sustainable profitability, and build confidence in their financial decisions. Specializing in cash flow optimization, strategic planning, and due diligence for business transactions, she brings a unique blend of expertise and accessibility to her work.

A passionate speaker and educator, Natalie is known for breaking down complex financial concepts into practical, actionable insights for entrepreneurs and business leaders. Her recent engagements include workshops like the Small Business KPI Workshop and live sessions on cash flow management. As a trusted advisor, she helps business owners move beyond gut feelings to data-driven decisions.

Natalie is committed to making finance approachable, often drawing from her deep industry knowledge across professional services, construction, SaaS, and manufacturing. Outside of her professional life, she is dedicated to supporting small business communities and fostering financial literacy.

Natalie Cook is the founder of Finance Fight Club, an Outsourced CFO & Financial Services firm dedicated to empowering small business owners with financial clarity and strategic guidance. With extensive experience in financial management, Natalie has... Show more

Sanath Chilakala

Sanath Chilakala

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architecture, Advanced Data Engineering, Data Governance, Artificial Intelligence, Data Analytics, and Regulatory Reporting, with a strong emphasis on regulatory compliance and data integrity.

I possess niche skills in AI model development and deployment, including proficiency in natural language processing (NLP) and machine learning (ML) algorithms that enhance predictive analytics capabilities. In Data Architecture, I excel in designing cloud-native architectures, implementing data lakes, and optimizing data warehousing solutions. My Data Governance expertise includes establishing frameworks for data stewardship, data quality management, and compliance with regulations such as HIPPA and GDPR.

Throughout my career, I have successfully developed scalable data models and architectures that support real-time analytics and machine learning initiatives, driving enhanced decision-making and operational efficiencies. In the Healthcare industry, I have led projects that align data governance practices with regulatory standards, ensuring the protection of sensitive patient information while maximizing the utility of health data for clinical insights. In the Life Insurance sector, I have engineered data solutions that optimize underwriting processes and claims management through the integration of advanced analytics. In Finance, I have focused on improving compliance reporting mechanisms, employing sophisticated analytics to ensure accuracy and timeliness in submissions to regulatory bodies.

My leadership philosophy emphasizes collaboration with cross-functional teams, aligning data architecture strategies with overarching business goals. I advocate for a culture of innovation, empowering teams to explore emerging technologies and methodologies that promote continuous improvement. I am passionate about mentoring emerging data professionals and sharing best practices in data management and governance to foster organizational growth.

In summary, my extensive background as a Director of Data and AI equips me to deliver sophisticated data solutions that effectively address the unique challenges within the Healthcare, Life Insurance, and Finance industries, while ensuring compliance and enhancing operational capabilities.

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architectur... Show more

Rashi Agrawal

Rashi Agrawal

Rashi leads AI Engineering at GoodLeap, a leading FinTech startup revolutionizing sustainable energy financing. She orchestrates cross-functional teams across the globe, driving enterprise-wide AI transformation initiatives that optimize everything from customer engagement to loan processing and servicing.

Combining strategic vision with deep technical expertise, Rashi has pioneered AI-driven automation solutions, sophisticated risk assessment systems, and intelligent decision-making platforms that deliver tangible business outcomes through Generative AI and agentic AI platforms.

Before GoodLeap, Rashi led engineering teams at Yahoo, where she converted early challenges into notable successes, significantly expanding their advertising business. Her active involvement in engineering and leadership communities enriches her approach, seamlessly integrating technical innovation with strategic business transformation. Beyond her professional pursuits, Rashi is an enthusiastic world traveler who has explored over 40 countries, bringing valuable global perspectives to her leadership role.

Rashi leads AI Engineering at GoodLeap, a leading FinTech startup revolutionizing sustainable energy financing. She orchestrates cross-functional teams across the globe, driving enterprise-wide AI transformation initiatives that optimize everything f... Show more

Sergei Nasibian

Sergei Nasibian

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, where I helped build the pricing model from scratch and supported the company’s expansion into new geographies. I started my career as a Data Scientist at McKinsey, working on a wide range of analytical problems in both private and public sectors. With a strong foundation in mathematics from Lomonosov Moscow State University, I specialize in leveraging graph-based computation, real-time analytics, and system-level experimentation to solve complex challenges across finance, business, and technology.

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, wh... Show more

Suresh Nageswaran

Suresh Nageswaran

Suresh Nageswaran is a hands-on engineer with over 25 years of building solutions for wealth management and investment banking. An AWS-certified architect, he codes in Rust to deliver real-time payment systems, AI-driven advisor tools, and regulatory compliance platforms for Fortune 50 clients. Also a Linux enthusiast and open source contributor, Suresh collaborates with business and technology leaders to solve business challenges with practical, high-impact technology platforms.

Suresh Nageswaran is a hands-on engineer with over 25 years of building solutions for wealth management and investment banking. An AWS-certified architect, he codes in Rust to deliver real-time payment systems, AI-driven advisor tools, and regulatory... Show more

Pradeep Kumar Yadav

Pradeep Kumar Yadav

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, including the migration of legacy systems to cloud-native solutions using cutting-edge technologies like event-driven architecture and domain-driven design. He is a NEXT100 CIO Awardee, recognized for his expertise in building scalable, future-ready platforms. A passionate advocate for innovation and collaboration, Pradeep regularly contributes to thought leadership through industry events, sharing insights on architecture, IoT, and agile practices.

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, inclu... Show more

Orion Willis

Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

Finlay Taylor

Finlay Taylor

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial strategy, Finlay specialises in embedding ESG in a way that is built to last - free from jargon, grounded in plain language, and aligned with how businesses actually operate. His mission is to make ESG practical and value-driven, helping portfolio companies strengthen resilience, unlock growth opportunities, and create long-term positive impact.

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial str... Show more

J. Grant Mizell, CPM

J. Grant Mizell, CPM

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Management for Ippon USA, a technology consultancy that supports digital transformation, data & cloud modernization and organizational change management. Recently Grant finds passion coaching regional & community banks on data & AI strategy.

Favorite successes -
1) taking a 2-sided market startup redesign from seed round to multi-million Series A;
2) reducing a community bank's account opening by more than 300% that helped support more than $1B in new assets; and
3) playing a leading role in a F500 bank's deployment and rollout of custom agent servicing app for +1500 agents.

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... Show more

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more

Edwin Kwan

Edwin Kwan

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Aki Asahara

Aki Asahara

Aki Asahara, Ph.D., is an AI systems performance engineer and the Chief Marketing Officer at Fixstars. With a doctorate in astrophysics and more than 15 years of hands-on engineering and project management experience, he specializes in GPU performance engineering for large-scale AI training and inference workloads. His work spans autonomous driving, finance, healthcare, and industrial AI applications, with expertise in distributed training, mixed-precision optimization, and cluster-level observability on NVIDIA H100/H200/B200 architectures.

Aki serves as a Session Chair and Speaker at HPC Asia 2026 and has delivered invited talks at multiple GenAI-focused conferences in Japan. He also represents Fixstars as an exhibitor at the Supercomputing Conference (SC). He contributes to publications in AI systems performance engineering and leads industry projects that significantly improve throughput and cost efficiency.

Aki Asahara, Ph.D., is an AI systems performance engineer and the Chief Marketing Officer at Fixstars. With a doctorate in astrophysics and more than 15 years of hands-on engineering and project management experience, he specializes in GPU performanc... Show more

Euclides Hernández

Euclides Hernández

Soy un profesional en TI con amplia trayectoria en la gestión de proyectos de desarrollo de software y experiencia como Analista de Negocios, facilitando la conexión entre las necesidades del negocio y las soluciones tecnológicas. Durante los últimos 10 años he trabajado en el sector bancario, donde he tenido la oportunidad de liderar proyectos y procesos tecnológicos críticos, así como coordinar equipos multidisciplinarios y multirregionales. Tengo un profundo interés y una experiencia práctica sólida en análisis de datos así como en el diseño, entrenamiento y despliegue de modelos de machine learning y soluciones de IA generativa.

Soy un profesional en TI con amplia trayectoria en la gestión de proyectos de desarrollo de software y experiencia como Analista de Negocios, facilitando la conexión entre las necesidades del negocio y las soluciones tecnológicas. Durante los últimos... Show more

Alexandre Ferreira

Alexandre Ferreira

Meu nome é Alexandre e sou co-fundador do Lean Coffee Brasília, escritor, professor, e especialista em educação de filhos e relacionamentos familiares. Além dessas atividades, também pratico jiu-jitsu, karatê e boxe.

Minha trajetória profissional é marcada por uma ampla e diversificada experiência. Já atuei como gerente de projeto, gerente de contrato, auditor, coordenador de auditoria, e Scrum Master. Ao longo dos anos, formei diversos times de gestores e funcionários em Scrum e metodologias ágeis, contribuindo significativamente para a evolução profissional de muitos.

Minha formação acadêmica inclui pós-graduação em Governança em Tecnologia, MBA em Auditoria Interna, MBA em Gestão de Operações e Serviços, e graduação em Tecnologia em Processamento de Dados, além de uma pós-graduação em Redes de Computadores. Além disso, sou graduando em Psicanálise e Teologia. Esse conjunto de qualificações me permite abordar temas complexos com profundidade e clareza.

Sou autor de vários livros, que refletem tanto minha paixão pela escrita quanto meu compromisso com a disseminação do conhecimento. Entre minhas obras estão:

Amores Perdidos: Contos e Poesias de um Coração que Transborda Sentimentos
Auditoria com a Utilização de Métodos Ágeis e Uso de Analytics: Metodologia Ágil a Serviço da Auditoria
Pai de Multidões: Cura e Libertação na Paternidade
Casei de Novo e Agora?: Os Meus, os Dela e os Nossos
Então Você Quer Ser um Scrum Master?
Do You Want to Be a Scrum Master? (English Edition)
Histórias Não Contadas do Banco
Reuniões Ágeis
Minha abordagem combina rigor técnico com uma visão prática e acessível, o que torna minhas palestras informativas e envolventes. Estou confiante de que minha experiência e habilidades podem agregar valor ao seu evento, proporcionando aos participantes insights valiosos e aplicáveis.

Meu nome é Alexandre e sou co-fundador do Lean Coffee Brasília, escritor, professor, e especialista em educação de filhos e relacionamentos familiares. Além dessas atividades, também pratico jiu-jitsu, karatê e boxe. Minha trajetória profissional ... Show more

Jairo Hernan Espinoza

Jairo Hernan Espinoza

Jairo Espinoza is a DevOps Engineer in the banking sector, with over 3 years of experience in automation and infrastructure. With a background in software development, he drives the adoption of IaC and modern practices that help software teams shift from a pipeline-focused approach to internal self-service platforms.

Jairo Espinoza is a DevOps Engineer in the banking sector, with over 3 years of experience in automation and infrastructure. With a background in software development, he drives the adoption of IaC and modern practices that help software teams shift ... Show more

Polina Patsulda

Polina Patsulda

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional customer experiences, leveraging her analytical background to ship complex B2B products that actually make difference.

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional cus... Show more

Sharon Arandia

Sharon Arandia

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine Learning en Georgia Tech. Se especializa en análisis financiero, riesgo crediticio y trading, destacando su rol como Analista de Riesgos en el BCP y asociada en Lora & Asociados. Ha impartido cursos en licenciatura, postgrado e internacionales.

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine ... Show more

Deborah A. Carroll, Ph.D.

Deborah A. Carroll, Ph.D.

Deborah A. Carroll is Director of the Government Finance Research Center at the University of Illinois Chicago. Her research focuses on local government fiscal policy, specifically taxation, revenue diversification, and water pricing and affordability. Dr. Carroll has produced 75 scholarly publications and 25 white papers and technical reports reflecting more than $2.75 million in research funding. She has been invited to share her expertise with academic and practitioner audiences across the U.S. and in several other countries. Dr. Carroll began her career in public service as a budget and policy analyst for the City of Milwaukee, Wisconsin. With a passion for applied research intended to inform public policy and improve public sector management, Dr. Carroll pursued her Ph.D. in Political Science from the University of Wisconsin-Milwaukee, which she completed in 2004 along with a Graduate Certificate in State and Local Taxation from the UWM Sheldon B. Lubar School of Business.

Deborah A. Carroll is Director of the Government Finance Research Center at the University of Illinois Chicago. Her research focuses on local government fiscal policy, specifically taxation, revenue diversification, and water pricing and affordabilit... Show more

Innocent Kawooya, NIM

Innocent Kawooya, NIM

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include Everyone Program, Digital Impact Awards Africa, Women in FinTech Hackathon & Summit, 40 Days 40 FinTechs, and the Middle East and Africa Digital Transformation Summit, I have worked to empower women, youth, cross-border traders, and grassroots communities.
HiPipo’s work has been strengthened and blessed with a long-term partnership with the Gates Foundation and collaborations with high-impact partners such as COMESA, helping us drive interoperability, digital public infrastructure, and inclusive trade across the region. I was honoured to receive Uganda’s National Independence Medal from His Excellency the President of Uganda and to be named FinTech CEO of the Year 2024 & 2025 (MEA Awards) for this work. Alongside finance, I am also a filmmaker and entrepreneur, committed to building Africa’s digital, cultural, and economic future. I previously served as Co-chair of the Mojaloop Community Council for two terms!

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include E... Show more

Sathishkumar Palanisamy

Sathishkumar Palanisamy

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for leveraging advanced technologies to automate business processes, optimize workflows, and enable seamless digital transformation in the financial sector.

Sathish has successfully delivered end-to-end automation strategies across diverse markets, having worked extensively in both India and the United States. His unique global perspective empowers him to craft scalable, innovative solutions that bridge the gap between technology and business goals.
Prior to his current role, Sathish served as Senior Enterprise Architect, AVP at Citizens Financial Group, where he led enterprise-wide initiatives to integrate automation, improve operational efficiency, and enhance customer experiences. His leadership in driving strategic technology solutions resulted in significant business growth and elevated technological capabilities within the organization.

Currently, as an Expert Enterprise Architect at Discover Financial Services, Sathish is dedicated to pushing the boundaries of automation to transform banking operations. With a strong foundation in Computer Science, he specializes in creating advanced automation platforms that augment human potential, streamline complex business processes, and enable organizations to stay ahead in a rapidly evolving digital landscape.

Sathish is passionate about the future of automation, where he continues to lead industry evolution with forward-thinking technology solutions.

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for levera... Show more

Dominik Moser

Dominik Moser

He studied Software Engineering at the Vienna University of Technology.

Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering".

In recent years, he has been serving as Backend Chapter Lead and Architect at Erste Group, where he has contributed to building George, one of Europe’s leading online banking platforms.

He studied Software Engineering at the Vienna University of Technology. Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering... Show more

Pradeep Narayan

Pradeep Narayan

20+ year of experience as a consulting professional in roles like Program/Product manager/Business Analyst with a robust Industry familiarity in Finance, Banking, and WAM. Solid Techno- Functional experience in managing product development cycle and collaborating with Business, technical, and customer teams to execute, create, and deliver innovative product solutions. Recently, working with a leading Wealth Management Saas firm as Solution Consultant responsible for configuring the data platform for aggregating investment data for reporting & analytics purposes for single family offices and enterprises

20+ year of experience as a consulting professional in roles like Program/Product manager/Business Analyst with a robust Industry familiarity in Finance, Banking, and WAM. Solid Techno- Functional experience in managing product development cycle and ... Show more

Alistair Corrie

Alistair Corrie

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results which confirmed what he had been trying to do all his life.

In 2003 Alistair and his wife decided that every year they would a) learn a new skill, b) do something new and c) go somewhere new. They are living proof that we can reclaim the natural agility we were born with.

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results whic... Show more

Michelle Mitchell

Michelle Mitchell

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.

After building her own accounting firm from a one-woman practice into a thriving, self-managing business, Michelle became a sought-after speaker, trainer, and coach. She combines over 15 years of experience in financial strategy, operational efficiency, and leadership development with a relatable, down-to-earth teaching style that leaves audiences feeling empowered and equipped to act.

Michelle is known for turning complex topics—like delegation, financial systems, and team accountability—into practical tools leaders can apply immediately. Her sessions at Scaling New Heights, national podcasts, and industry conferences consistently earn top ratings for their actionable frameworks, interactive exercises, and genuine connection with participants.

Through her talks and programs, Michelle helps firm owners and service providers reclaim their time, build confident teams, and design businesses that thrive—without burning themselves out.

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.... Show more

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