Josh Burgess is a FinTech founder and accomplished software engineer in EdTech who combines cutting-edge technical expertise with strategic entrepreneurial acumen to architect solutions. As the Founder and CEO of Mudget, Josh is pioneering an AI-powered bookkeeping and expense-tracking platform that empowers individuals to achieve financial control through data-driven insights and positive psychology.

With expertise spanning full-stack development, cloud architecture, and machine learning, Josh holds AWS certifications in Solutions Architecture, Development, and Machine Learning and more. His got-to tech-stack encompasses Golang, TypeScript, Python, Rust, AWS, Kubernetes, and React. Currently pursuing a Master's in Software Engineering from Penn State while drawing upon his Business Administration foundation from the University of Pittsburgh, Josh represents the intersection of academic rigor and real-world application. As a graduate of a startup accelerator program, he brings proven entrepreneurial methodology to the challenge of bridging complex technical innovations with transformative consumer experiences.

Josh has delivered compelling insights on expert panels about leveraging artificial intelligence to catalyze business growth and drive disruptive innovation. His authoritative perspective stems from intensive hands-on experience architecting AI-powered products that elegantly solve complex everyday challenges in FinTech and EdTech. Through Mudget, he exemplifies how sophisticated development practices and intelligent AI implementation can democratize financial tools for consumers.

Josh Burgess is a FinTech founder and accomplished software engineer in EdTech who combines cutting-edge technical expertise with strategic entrepreneurial acumen to architect solutions. As the Founder and CEO of Mudget, Josh is pioneering an AI-powe... Show more

Shadab Hussain is a global technology leader at the forefront of Artificial Intelligence , Blockchain, and Quantum Computing. As a Lead Engineer at MathCo, he spearheads innovations in Engineering and Generative AI, delivering transformative solutions that shape the future of enterprise technology.

He is the Co-founder of Quantum Computing India and previously served as a Developer Advocate at the London Stock Exchange Group, where he bridged advanced engineering with real-world application across global developer ecosystems. Recognized as a Google Developer Expert for AI/ML (GenAI) and an AWS Community Builder, Shadab also holds certifications in AWS Machine Learning Specialty and Google Cloud Machine Learning Engineering.

A TEDx speaker and active contributor to the Davos Digital Council, Shadab operates at the intersection of emerging technologies, policy, and innovation strategy. He has presented at premier global platforms including the Data Engineering Summit, Quantum Innovation Summit, Google Developer Groups (GDG), and AWS events, where he actively champions AI governance, workforce development, and national innovation ecosystems.

An accomplished author and researcher, Shadab is the co-author of a book on Quantum Computing in Finance, merging academic insight with practical execution. Through ongoing mentorship, technical workshops, and hackathon leadership, he plays a pivotal role in addressing the global AI & Quantum talent gap—particularly in the United States—and advancing the responsible deployment of frontier technologies.

Shadab Hussain is a global technology leader at the forefront of Artificial Intelligence , Blockchain, and Quantum Computing. As a Lead Engineer at MathCo, he spearheads innovations in Engineering and Generative AI, delivering transformative solution... Show more

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

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

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 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

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 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 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

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centrándose en ingeniería de ML y MLOps, incluyendo el diseño de pipelines, arquitecturas y herramientas para poner en producción modelos predictivos. José ha trabajado en los sectores de fintech y banca, en startups centradas en la prevención del fraude, y en empresas tecnológicas más amplias, lo que le ha proporcionado una visión práctica de los sistemas de ML en el mundo real. Sus habilidades técnicas e interpersonales ayudan a conectar a ingenieros, estadísticos y líderes empresariales, asegurando una comprensión compartida y resultados prácticos. Además del trabajo, disfruta de la lectura, senderismo, del té, y pasar tiempo con sus perros, Pequeña Mai y El Milanesso.

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centránd... Show more

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star.

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star. Show more

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

Soy un apasionado de la tecnología y un speaker que disfruta convertir ideas complejas en conceptos claros, prácticos y cercanos. Mis charlas se enfocan en IA aplicada, agentes de IA, prototipado rápido con LLMs, analítica y transformación digital desde una perspectiva técnico–humana.

Cuento con más de 18 años de experiencia como software engineer, liderando proyectos en sectores como banca, retail, emprendimiento y gobierno. A lo largo de mi carrera me he especializado en traducir necesidades de negocio en soluciones tecnológicas de alto impacto, conectando estrategia, producto y ejecución técnica.

Mi enfoque integra análisis de datos, diseño y desarrollo de soluciones de machine learning, y la aplicación práctica de IA generativa para optimizar procesos, acelerar prototipos y potenciar la toma de decisiones. Disfruto compartir experiencias reales, buenas prácticas y metodologías accionables que permitan a profesionales y organizaciones adoptar inteligencia artificial de manera ágil, responsable y efectiva.

Soy un apasionado de la tecnología y un speaker que disfruta convertir ideas complejas en conceptos claros, prácticos y cercanos. Mis charlas se enfocan en IA aplicada, agentes de IA, prototipado rápido con LLMs, analítica y transformación digital de... Show more

Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden.
GRENKE is a financial solution provider, offering services in more than 30 countries around the world.

His department aims to deliver business value through data and data related services and applications.
He has spent the last 20 years with data, databases, IT services and related infrastructure. Before that, he was a paramedic with the German Red Cross.

When he is not pretending to work, you will probably find him on his motorcycle, as far away from paved roads as possible.

Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden. GRENKE is a financial solution provider, offering services in more than 30 countries around the world. His department aims to deliver business value through data and ... Show more

Bruno is a seasoned professional with over 20 years of experience in leading companies across the banking, telecommunications, insurance and financial markets sectors. Starting his career in software engineering, his focus quickly evolved towards a profound understanding of business process visions, solution architecture design, and the strategic delivery of quality information to decision-makers.

He holds an MBA specialization in Artificial Intelligence and Big Data from the University of São Paulo (ICMC/USP), where his thesis laid the theoretical groundwork for the presented Meta-Architecture. This research culminated in an article submitted (PROPOR 2026), demonstrating his commitment to bridging academic rigor with practical enterprise solutions. He is currently pursuing a Master's degree in Information Science at UFSCar, deepening his expertise in knowledge management and semantic design.

His core expertise lies in Data and Process Strategy, Corporate Architecture, and holistic Solution Design, always focusing on translating complex data and architectural insights into actionable business decisions. This blend of technical foundation (AI, Graph) and methodological rigor (Information Science) positions him as a strong advocate for building resilient, trustworthy, and governed AI systems, such as the Neo4j Intelligent Proxy presented in this session.

Bruno is a seasoned professional with over 20 years of experience in leading companies across the banking, telecommunications, insurance and financial markets sectors. Starting his career in software engineering, his focus quickly evolved towards a p... Show more

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group.

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group. Show more

Sandeep Jayashankar is a security strategist and architect with 20 years protecting fast-moving fintechs such as SoFi and PayPal. He blends offensive insight and defensive rigor, turning threat models into live attack simulations that expose gaps before adversaries do. A champion of purple-team drills, he builds feedback loops that hone detection and response. A frequent speaker and published thought-leader, Sandeep supplies proactive, business-aligned security guidance across all levels.

Sandeep Jayashankar is a security strategist and architect with 20 years protecting fast-moving fintechs such as SoFi and PayPal. He blends offensive insight and defensive rigor, turning threat models into live attack simulations that expose gaps bef... Show more

I'm a Threat Hunter working for the US Custodian Bank State Street.

When I'm not at my day job, I tinker with my home lab, my NixOS config, or read Sci Fi novels.

I'm a Threat Hunter working for the US Custodian Bank State Street. When I'm not at my day job, I tinker with my home lab, my NixOS config, or read Sci Fi novels. Show more

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

Analista financiero de evaluación de proyectos y planificación financiera. Desarrollador de agentes y agentics IA para la optimización de análisis financieros y corporativos.

Analista financiero de evaluación de proyectos y planificación financiera. Desarrollador de agentes y agentics IA para la optimización de análisis financieros y corporativos. Show more

The Introduction
I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Boot, and creating dynamic user interfaces with Angular. I have a proven track record of leading successful enterprise application migrations to AWS and Azure, and I am eager to share practical, hands-on knowledge on full-stack development and cloud transformation strategies.

The Enterprise Experience
Currently I lead high-impact projects involving the full technology stack, from Java and Spring Boot microservices to modern Angular. My professional journey is built on a foundation of roles at leading financial institutions including JP Morgan Chase, Bank of America, and Capital One. In these positions, I have been at the forefront of large-scale application modernization, cloud transformation, and the integration of AI to optimize complex enterprise systems.

Leadership & Innovation Focus
Beyond hands-on coding and architecture, I actively mentor development teams and champion technical innovation through microservices and cloud-native design. A key area of my work involves integrating AI/ML capabilities into enterprise applications to enhance efficiency, automation, and security. My experience in modernizing legacy systems and building secure, scalable infrastructures directly intersects with critical industry themes like artificial intelligence and cybersecurity.

The Speaker Proposition
I would be honored to share actionable insights from my journey particularly in AI-augmented software engineering, cloud security best practices, and building scalable enterprise architecture. I am keen to contribute to meaningful, forward-looking discussions with fellow industry experts and researchers at your esteemed conference.

The Introduction I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Bo... Show more

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. Josh’s current focus is on agentic AI and context engineering for regulated environments, where using advanced data architectures is necessary to ensure correctness, auditability, and alignment with operational reality.

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. ... Show more

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp.
He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manger responsible for the assurance work for IBM, Sony, and several other multinational companies.
He also served as President/General Manager to three early-stage fast growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
U.S. Transactions Corp. was founded in 2009.
We focus on the Microsoft Dynamics space as the only integrated credit card processing solution with built-in connections to 120+ gateways and processors with access to every international currency. See USTPay on Appsource
www.ustranscorp.com/ustpay

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior ... Show more

中文版

劉岦崱（Nils Liu）｜資深資料科學家／副理

劉岦崱現任於金融產業，專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理（AI Agents）以及知識管理系統的設計，並結合雲端技術（GCP、Cloud Run、Cloud SQL）推動銀行內部數位轉型。
在專案中，他不僅重視技術創新，更強調合規、安全與可稽核性，致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名，並持續推動 AI Coach、智慧型客戶模擬與跨國 AI 平台等前瞻計畫。
他同時也是六項以上的人工智慧與金融科技專利的發明人，並持續分享在生成式 AI 與應用開發上的實務經驗。

⸻

English below:

Nils Liu｜Senior Data Scientist / Deputy Manager

Nils Liu is a senior data scientist in the financial industry, specializing in applying AI and data science to real-world business challenges. His expertise covers Generative AI, RAG/GraphRAG retrieval systems, AI Agents, and enterprise knowledge management solutions, with strong integration of cloud technologies such as GCP, Cloud Run, and Cloud SQL.
Beyond technical innovation, Nils emphasizes compliance, security, and auditability, ensuring AI solutions align with strict financial regulations. He has led award-winning projects, including the development of an AI-driven knowledge system and AI Coach for sales training, and is driving initiatives for cross-border AI platforms.
As an inventor of multiple AI and fintech patents, Nils continues to share practical insights on Generative AI, enterprise adoption, and next-generation AI applications.

中文版 劉岦崱（Nils Liu）｜資深資料科學家／副理 劉岦崱現任於金融產業，專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理（AI Agents）以及知識管理系統的設計，並結合雲端技術（GCP、Cloud Run、Cloud SQL）推動銀行內部數位轉型。 在專案中，他不僅重視技術創新，更強調合規、安全與可稽核性，致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名，並持續推動 AI ... Show more

Paul is a seasoned data professional with over 30 years in Ireland’s financial services industry, bringing deep expertise in data transformation, analytics, and business intelligence.

Paul is a seasoned data professional with over 30 years in Ireland’s financial services industry, bringing deep expertise in data transformation, analytics, and business intelligence. Show more

Worked 20 years in Finance before moving to the ERP Team at an end customer.
Then implemented D365FSCM for Danish customers.

Lately worked as a Technical Specialist for Microsoft. And now working for Arineo.

Proud to be from the same country as D365FO!!!

Worked 20 years in Finance before moving to the ERP Team at an end customer. Then implemented D365FSCM for Danish customers. Lately worked as a Technical Specialist for Microsoft. And now working for Arineo. Proud to be from the same country a... Show more

Oluwatobi Oladapo is Head of Product at myCircle, where he leads product innovation in social and behavioral finance. He previously co-founded Exchequer, a USSD-native savings platform. He speaks on why real adoption in fintech and beyond depends not only on trust but on embedding products into people’s existing behaviors, what he calls ‘behavior as infrastructure.

Oluwatobi Oladapo is Head of Product at myCircle, where he leads product innovation in social and behavioral finance. He previously co-founded Exchequer, a USSD-native savings platform. He speaks on why real adoption in fintech and beyond depends not... Show more

Experienced in Data Warehousing Architecture. Dimensional modeling(Fact tables, Dimensions, SCD, Staging Area, Kimball methodology).
Experienced in ETL programming using IBM InfoSphere Information Server (Datastage), administrative task, migration of Datastage versions . IBM Cloud Pak for Data.
Data governance. DAMA.
Experienced in DB2 LUW multipartition. Physical database modeling. SQL.
Experienced in IBM Industry Models ( BDWM) M1-Banking datawarehouse model. AST-BST.
Experienced Oracle Essbase architect ASO, BSO. Process automation, application tuning and performance.
Agile product owner
Event driven architecture
Data as a product
Data mesh

Experienced in Data Warehousing Architecture. Dimensional modeling(Fact tables, Dimensions, SCD, Staging Area, Kimball methodology). Experienced in ETL programming using IBM InfoSphere Information Server (Datastage), administrative task, migration o... Show more

Pradeep is an AI-Powered Wealth Architect transforming how high-net-worth advisory teams scale, automate, and personalize their services. Working at the crossroads of Wealth Tech, SaaS, and behavioral finance, he builds intelligent systems that streamline operations and deliver next-level client experiences.

He has engineered AI-driven onboarding and decisioning platforms for major US banks at EY—cutting approval times by 40% and boosting HNW conversions by 25%. At Novigo, he adapted SAP TM and advanced analytics for asset-management workflows, reducing operational overhead by 30% and enabling real-time portfolio intelligence.

Pradeep also develops strategic AI adoption frameworks, guiding wealth firms through data readiness, regulatory alignment, and ROI-driven implementation. His “Intelligent Workflow” pilots automate KYC, risk profiling, tax-loss harvesting, and compliance checks, saving advisors 15+ hours weekly.

His work powers HNW client portals, advisor copilots, unified WealthTech SaaS platforms, and NLP-driven family office automation—pushing the frontier of Wealth Management AI, RegTech, and data modernization

Pradeep is an AI-Powered Wealth Architect transforming how high-net-worth advisory teams scale, automate, and personalize their services. Working at the crossroads of Wealth Tech, SaaS, and behavioral finance, he builds intelligent systems that strea... Show more

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar platforms, or supporting charitable initiatives, he has always emphasized systems that strengthen people's lives and leave a lasting legacy.

In 2022, Jason founded Nolos Cabinet Multidisciplinaire Inc., serving as Founder & CEO. Nolos was created to integrate FinTech, InsurTech, and LegalTech under a single platform. This venture aims to democratize financial and legal services, particularly for middle-class families. The company combines a Quebec-based legal firm, a notarial study, and a national financial MGA distributing solutions from Canada's leading institutions. With his leadership, Nolos has expanded through acquisitions and new partnerships. Among these was the acquisition of Skylegal in 2022, followed by creating a charitable foundation in 2023 to help families access justice and financial protection during estate and legacy planning. More recently, Jason acquired a technology firm that builds software for public and private organizations, further enhancing the B2B reach of the Nolos platform.

Before establishing Nolos, Ghassan gained experience as a Strategic Senior Consultant, working with Chubb Insurance and other major industry players. From 2003 to 2021, he was President and Principal Officer with AMF of La Capitale Services Conseils, where he grew assets under management from $300 million to over $3 billion, serving public sector employees with specialized solutions. In 2017, he became President of La Capitale Financial Security, where he expanded national operations for disability and personal finance services, redesigned compensation structures, and created an inclusive and high-performance culture. He also served as President of SSQ Financial Group Distribution, where he modernized retirement planning, oversaw post-merger alignment, and improved client experience and compliance.

Philanthropy has been a central part of Jason Barakat's life for over two decades. He has supported the Guignolet de Saint-Vincent de Paul tradition and contributed to various charitable efforts connected to public institutions and retirement planning. In 2021, he partnered with Peartree Canada to advance philanthropic planning for organizations and families. He later launched the Nolos Foundation, which is dedicated to expanding access to Justice & Family Legacy Planning. Jason is also a volunteer leader for nonprofit boards and interfaith humanitarian initiatives.

Jason studied at Concordia University, John Molson School of Business, focusing on finance, business law, and theology. He has also completed studies in securities, investments, estate planning, insurance, venture capital, and strategic philanthropy, earning certifications in these areas.

Outside of his professional accomplishments, Ghassan Barakat is a devoted husband and father of two. His family provides daily motivation and guides his values of love, faith, and responsibility, shaping his personal and professional life. With empathy, service, and humility, he remains committed to leaving a legacy for his children, his community, and future generations.

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar pla... Show more