Finance & Banking

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

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

Maria Carrasco

Maria Carrasco

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estudio empírico de las sonrisas de volatilidad en el mercado de opciones alemán (DAX) entre 2017 y 2022, utilizando herramientas como Python, Spyder y modelos de machine learning para el análisis de series temporales de alta frecuencia.

Ha trabajado integrando enfoques estructurados de datos con tecnologías modernas de inteligencia artificial y herramientas en la nube. Además, participa activamente en comunidades tecnológicas vinculadas al ecosistema cripto, blockchain y DeFi, y colabora en proyectos de innovación con impacto social en América Latina, promoviendo la participación de mujeres en STEM y liderando iniciativas de inclusión digital. Destaca su rol en COINTER, la primera cooperativa digital en blockchain, donde apoyó programas de mentoría y capacitación enfocados en la inclusión de mujeres en finanzas y tecnología.

Apasionada por traducir conceptos complejos en soluciones aplicadas, María combina la solidez académica con una visión práctica del uso de AI en entornos financieros y de datos masivos.

Cuenta también con experiencia en evaluación, sistematización y transversalización de género, apoyando procesos de capacitación, diseño de herramientas institucionales y consultorías orientadas a promover la igualdad y la equidad en políticas públicas y proyectos de desarrollo.

Reconocimientos y distinciones

•Capacitación para gerentes de cooperativas sobre Big Data y su impacto en la toma de decisiones en el sector financiero – Enfoque en cooperativas, 2025 | FACACH
Beca completa para asistir al Crypto Cities Summit, 2025 | Roatán
•Primer lugar en el programa de mentoría a COINTER, la primera cooperativa digital en blockchain, 2025 | IMPACT HUB
•Facilitadora de capacitación en Seguridad Básica en Bitcoin, 2025 | La Bitcoinera
•Facilitadora de capacitación en Aplicaciones Reales de Bitcoin en Honduras, 2025 | La Bitcoinera
•Facilitadora de capacitación en Introducción a Bitcoin y su importancia, 2025 | La Bitcoinera
•Conferencista invitada en “Building with AI”, 2025 | Google Developer Groups
•Ambassador’s Distinguished Appreciation Award, 2008 | Embajada de Estados Unidos en Tegucigalpa

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estu... Show more

Justin Dragos

Justin Dragos

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss.

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss. Show more

Erin Sykes

Erin Sykes

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation.

Specializing in helping clients year-round in Palm Beach, The Hamptons, New York City, and the New Jersey coast, Erin utilizes her combined background in finance and construction to take an analytical and qualitative approach to amplifying clients’ return on investment.

With a background in commercial and luxury residential construction at her family’s 120+ year-old firm and certification as a LEED AP – New Construction, Erin understands how to optimize new development and intricate renovation using sustainable and architecturally-appropriate materials and methodology.

As a business news contributor, Erin is responsible for developing and translating real estate trend data into consumer and industry insights. She reports on monthly housing starts, new developments, rate changes and general industry trends for all major news outlets.

Erin is often interviewed by Fox Business News, CNBC, TODAY, CNN, NBC Nightly News, The Real Deal, Bloomberg, Mansion Global, Forbes, TechCrunch, and Inc. She holds an MBA from Pepperdine University and a Bachelor's in Finance and International Business from Villanova University.

Erin resides between Palm Beach, NYC & Longport, NJ and is deeply involved with the Historical Society of Palm Beach County, Opportunity, Inc., and the Southampton Hospital Foundation.

Follow Erin on Instagram and Twitter @SykesStyle

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation. Specializing in helping clients year... Show more

Warren Rocchi

Warren Rocchi

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. That was the girl, and as for SQL and Data the affair continues. Warren consults as a Data Engineer for Moyo Business Advisory and is a volunteer Lead for Johannesburg Data Platform. In his spare time he likes Mountain biking, Ice Skating, Offroad 4x4ing and Cleaning up Rivers

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. T... Show more

David Adeleke

David Adeleke

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally.

David is a leading investment professional and executive with close to a decade of experience, and has transacted millions of dollars in capital across different scope of business operations. His experience spans deal origination, execution, portfolio management, exits, business building, operations, board formation and management.

David was the CEO / Head, Investment Manager at Daxlinks Global LTD which he secured debt-equity in a bid to further her mission of making more and more people experience financial well-being through providing a wide range of financial service like credit facilities, savings, investments amongst others.

However, He is currently the Founder/CEO of Zeeh Africa, an open Banking API solution / KYC provider in a bid to ease on-boarding for fintech's and curtail fraud across the industry at large.

David's serial entrepreneurship and business savvy has been noticed by other investors, as well.

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally. David is a leading ... Show more

Bruno Costa

Bruno Costa

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal role in crafting robust and scalable platforms, ensuring the delivery of cutting-edge financial services that seamlessly blend innovation with security, fostering a culture of continuous improvement

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal rol... Show more

Colin Eberhardt

Colin Eberhardt

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed AI Readiness Special Interest Group. I've also written numerous industry reports in collaboration with Linux Foundation Research.

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more

Francesco Cipollone

Francesco Cipollone

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity industry and recognized for his visionary views. He is on the UK&I Cloud Security Alliance Chapter board and is a professor at IANS on application security and cloud security. Previously, Francesco headed HSBC's application and cloud security and was a Senior Security Consultant at AWS. Francesco has been keynoting at global conferences and has authored and co-authored several books and whitepapers; outside of work, you can find me running marathons, snowboarding on the Italian slopes, and enjoying single malt whiskeys in one of my favourite London clubs.

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity i... Show more

Lucas Patanó

Lucas Patanó

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoque en el growth mindset, fomentando la colaboración, la innovación y la orientación a resultados para desarrollar negocios de impacto.

Mi enfoque combina estrategia basada en datos, comprensión profunda de los usuarios y un liderazgo centrado en el growth mindset. Creo firmemente en el poder de los equipos bien liderados: ágiles, autónomos y orientados a resultados. Juntos, logramos construir productos que no solo destacan, sino que también tienen un impacto duradero en los negocios.

Además, como mentor y coach en Product Management, apoyo a líderes y profesionales emergentes a superar desafíos, perfeccionar sus habilidades y crecer en sus carreras. Acompaño a Product Managers, CPOs y CEOs a desarrollar equipos alineados con la innovación, la colaboración y el crecimiento continuo.

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoq... Show more

Aric Rosenbaum

Aric Rosenbaum

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division and was co-founder/CTO of several FinTechs in equity and FX trading.

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman S... Show more

Ugochukwu Onyeka

Ugochukwu Onyeka

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves on the community council of sktime and is also an advisor at the German Centre for Open Source AI software.

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves o... Show more

Guillaume Proust

Guillaume Proust

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions.
His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, transport, and finance), where he honed his Java skills in diverse environments.
At Swissquote, he transitioned from a successful five-year tenure as a Java developer (including two years in a management role) to lead the Tech Talent Academy. In this role, he creates impactful onboarding experiences, empowering engineers and introducing technical concepts to business-oriented colleagues.
This passion for knowledge-sharing stems from his belief in the power of continuous learning... and, of course, delicious meals!

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions. His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, tran... Show more

Ayobami Adeleke

Ayobami Adeleke

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Services and Microsoft Fabric to design and build enterprise reports and dashboards across Banking, Financial Services Industry to Investments, Retail and Manufacturing Industries. I'm also a Microsoft Certified Trainer, Data and Analytics Engineer and Data Analyst Associate with years of experience working with SQL Server and Power BI.

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Service... Show more

Enzo Villani

Enzo Villani

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liquid Terminal, the first all-In terminal to provide best-execution across all tradable assets.

Alpha Transform Holdings (ATH) has three distinct business lines. Asset Management and Venture Investing, this includes Alpha Sigma Capital Web 3 Fund and Alpha Liquid OTC Momentum Fund. ATH second business line are Products and Services that assist digital asset market participants. These products include Content Syndicate and Blockchain Wire. With over 4500 customers, Blockchain Wire is the leading press release news distribution in crypto.

Enzo is the founder of the Alpha Liquid Terminal, dedicated to creating a single terminal that can be leveraged across market participants for research, investing and trading in cryptocurrencies, RWAs, private share markets, equities, and options, empowered by AI.

Mr. Villani was Chief Strategy Officer of Transform Group. Transform Group represented the launch of over 47% of the alt-coin market capitalization in 2019 and was the head of international strategy and innovation at OKX.

Throughout his career, Enzo has raised $1B as a corporate strategist, private equity partner and M&A entrepreneur. Mr. Villani was co-founder of Nasdaq Global Corporate Solutions, and two strategic M&A consolidations focused in the areas of public company stakeholder solutions. Mr. Villani was Chief Strategy Officer representing over 10,000 public company including the Nasdaq 100, DJIA, and FTSE 50. Mr. Villani holds an MBA from The Johnson School at Cornell University.

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liqu... Show more

Jonna Keller

Jonna Keller

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. She helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also consider unexpected life events and long-term care to ensure clients are prepared for various possibilities.

Tax reduction planning is a key component of the services offered at FSI. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios, including investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations such as Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits like the Westcoast Black Theatre Troupe and Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

Mikel Ayala

Mikel Ayala

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana.

Brings 14+ years of experience working at global financial institutions, new ventures and regulated virtual assets service providers, lectures about Crypto at the College of Europe, the leading postgraduate school for European public policy, and is a proud MadLad.

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana. Brings 14+ years of experience workin... Show more

Álvaro Rodríguez

Álvaro Rodríguez

Formador y consultor en análisis de datos, docente Universitario. Microsoft Certified Trainer, MOS Excel Expert, Microsoft Certified Power BI Data Analyst Associate y Power Point Associate (Trainer experto certificado internacionalmente por Microsoft). Administrador de Empresas, Especialista en Finanzas, Especialista en Gerencia de Marketing Estratégico y Magíster en Ciencia de Datos de la Universidad Icesi. Cofundador y Gerente de Finanzas VLR "transformando datos en valor".

Más de 16 años de trayectoria en gestión e inteligencia de negocios bancarios, inversiones, riesgos financieros, construcción de modelos de rentabilidad y Pricing. Exdirector del área de Monitoreo de Riesgo de Inversiones/Tesorería y Compliance en Banco de Occidente (Grupo Aval).

Formador y consultor en análisis de datos, docente Universitario. Microsoft Certified Trainer, MOS Excel Expert, Microsoft Certified Power BI Data Analyst Associate y Power Point Associate (Trainer experto certificado internacionalmente por Microsof... Show more

R. Lance Belline

R. Lance Belline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored to meet the needs of both individuals and businesses. Lance, a seasoned professional with decades of experience in the financial services industry, is also the author of the influential book *More Wealth, Less Taxes*, which was released in 2022. The book serves as a valuable resource, offering strategies to help individuals retain more of their earnings while efficiently building wealth for the future.

In 2009, Lance established Lighthouse Financial as a boutique firm with a clear mission: to assist high-income and high-net-worth individuals in achieving their financial aspirations. From the beginning, the firm set itself apart with a distinctive tagline, "Always on Watch," which reflects its commitment to vigilant and proactive financial management. A critical factor that has distinguished the firm under his leadership is its innovative approach to integrating tax-efficient strategies into investment planning, aimed at minimizing the tax burden on clients during their retirement years.

Belline earned the prestigious designation of Certified Financial Planner in 2002, underscoring his deep expertise and commitment to the field. Over the years, he has successfully passed numerous financial industry exams, including the Series 65 Uniform Investment Adviser Law Examination and the Series 7 General Securities Representative Examination, among others. These qualifications have equipped him with a broad and deep understanding of the financial landscape, enabling him to provide exceptional guidance to his clients.

As an author, Lance has a remarkable ability to demystify complex financial concepts, presenting them in a way that is accessible and relatable to a broad audience. In *More Wealth, Less Taxes*, he uses real-life examples and client stories to illustrate strategies for financial growth and tax efficiency. His passion for helping others achieve financial success is evident in his writing, as he imparts practical wisdom to empower individuals to build wealth, give generously, and navigate the financial pitfalls that can hinder their progress.

In *More Wealth, Less Taxes*, Belline introduces readers to the concept of managing wealth through three distinct categories: pre-tax money, after-tax money, and tax-free income, such as Roth IRAs and Roth 401(k)s. His approach emphasizes the importance of diversifying across these categories to influence future tax obligations, with the ultimate goal of achieving a zero tax rate on specific income streams. The book has been widely praised for its clarity and practicality, with readers expressing gratitude for his ability to make complex topics understandable and actionable.

Beyond the core content, R. Lance Belline's book provides a wealth of resources designed to support readers in their financial planning journey. These resources include tools like the Tax Facts at a Glance, Retirement Investment Flow Charts, and an Asset Organizer, all of which are aimed at helping individuals organize and optimize their financial strategies. Readers have lauded the book for its life-changing content, describing it as a powerful tool for anyone looking to secure their financial future with confidence and clarity.

Belline's book has received rave reviews, with one reader writing, "…this book hands down has helped me so much at such an early age to understand concepts and things that were so foreign to me and make them so relatable that I felt confident in my ability to make smarter decisions with my money." Another reader praised Lance's book for packing "a punch for anyone looking to take care of their financial future. The amount of life-changing content is at the next level."

Portfolio Website: https://lancebelline.net

Linkedin Company Profile: https://www.linkedin.com/in/lancebelline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored... Show more

Andrew Christodoulou

Andrew Christodoulou

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been a speaker at prominent events such as Devcom 2022, HIT Games Conference 2023, Gamescom Asia 2023, HITGames Conference 2024, PocketGamer Connects London 2024, and TechSummit 2024. In addition to his speaking engagements, he is the editor and author of "Five Point Friday," a weekly LinkedIn newsletter that highlights the top 5 fintech, payments, and tech stories of the week

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been... Show more

Corrado (dex) De Sanctis

Corrado (dex) De Sanctis

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries.
Corrado is a known member of the Agile community in London; he is speaker on Agile topics and he is the convener for "Lean, Agile Delivery and Coaching Network" and "Digital Transformation in London" meetup groups (~4500 members) . He is also founder of SAM, Scrum Agile Milano (1000~ members), meetup group directly supported by Agile Alliance and Scrum Alliance, and he is frequent contributor for the Agile Italia magazine.
Corrado strongly believes in experienced learning and he is creator, facilitator and player of agile serious games. His games and experiences are available at the AgileGameFactory website.

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries. Corrado is a known member of the Agile community in London; he is spe... Show more

Hriday Gabhawalla

Hriday Gabhawalla

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee Monjee College of Commerce & Economics and pursuing the globally recognized ACCA qualification, Hriday combines academic excellence with hands-on industry experience.
He is also the creator of the LinkedIn newsletter The Automated Advantage, where he delivers weekly insights on practical frameworks for harnessing AI to transform business processes.
His passion for rebuilding workflows isn't just theoretical. While still a student, he was struck by how most accounting software failed to enforce fundamental financial controls, forcing users into manual bypasses. He realized this "control gap" was an architecture problem.
This led him to build "ProAcc," a full-stack MVP to prove that robust, auditable controls—like Segregation of Duties—can be embedded directly into a modern web app. For the project, he used Next.js 15, TypeScript, and Google's Genkit to build a system that enforces a "Maker-Checker" workflow and immutable audit trails from the ground up.
An engaging and forward-thinking speaker, Hriday excels at demystifying automation and its impact on finance. His talk offers a unique perspective: he doesn't just discuss theory; he provides an actionable, code-level blueprint drawn from his multifaceted journey.
Beyond the professional realm, Hriday is a dedicated HYROX athlete, having recently competed in the 2025 Mumbai event, demonstrating his commitment to holistic growth.

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee ... Show more

Paul O'Sullivan

Paul O'Sullivan

Paul is a seasoned data professional with extensive experience in data transformation, analytics, and business intelligence. He is passionate about enabling organisations to unlock the full potential of their data through modern platforms and best practices.
Paul has delivered talks at community events such as Microsoft Fabric Dublin, where he presented “Power Query: Getting Started with M Beyond the User Interface”. His sessions focus on practical techniques for data shaping and automation, helping teams move beyond the basics to build scalable, maintainable solutions.
With a strong background in enterprise data strategy and reporting, Paul advocates for centralized data management while empowering local teams with tools like Power BI and Tableau. His work bridges the gap between governance and agility, ensuring compliance without sacrificing innovation.

Paul is a seasoned data professional with extensive experience in data transformation, analytics, and business intelligence. He is passionate about enabling organisations to unlock the full potential of their data through modern platforms and best pr... Show more

Pradeep Narayan

Pradeep Narayan

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

Monica Houston

Monica Houston

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, she has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years including South Carolina Retirement System Investment Commission, National Futures Association, City of Modesto, CA and Cuyahoga County, OH. An inaugural alumnus of Ernst & Young, her audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies. As principal of Monica Houston CPAs, she shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. She is co-author of The Black Woman’s Business Bible & Workbook. Her passion for legacy building and generational living, as well as her innate understanding of finances, has afforded her the opportunity to positively influence the financial futures of countless families as a teacher, mentor, coach, author, advocate, and board member of financial literacy programs.
A consummate professional, Monica is committed to her work and serves as a beacon for such in her community. She serves on the Academic Executive Committee of the Association of International Certified Public Accountants (AICPA). She also serves on the Audit Committee for Delta Community Credit Union, Georgia’s largest credit union with 26 branch offices and over $6 Billion in assets. She further serves as a member of the Syracuse University Multicultural Advancement Council, an organization that supports and advocates for African American and Latino alumni and students as well as manages and raises funds for the $3M+ Our Time Has Come Scholarship endowment fund. In the spirit of establishing legacy, she recently committed to the endowment of the SU Black and Latino Accounting Scholarship Fund.

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the co... Show more

Nilima James Rodrigues

Nilima James Rodrigues

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and Reporting at Align Technology, Nilima has led numerous high-impact initiatives at the intersection of data, finance, and technology, driving multimillion-dollar efficiencies and innovation across global operations.
Her core expertise lies in architecting enterprise-grade data infrastructures, leading cross-functional teams, and transforming raw data into actionable insights that directly influence business strategy. Notable achievements include the rapid and successful delivery of a $1.5M+ SAP Datasphere and Onestream integration project, optimization of AI-driven ETL pipelines reducing latency by 40%, and architecting a FinOps platform that enabled $500K in freight savings. Nilima’s efforts have directly contributed to 65% improvements in operational efficiency and 50% cost reductions through intelligent automation and strategic resource planning.
Nilima has also been instrumental in scaling analytics at Align, establishing the Finance Analytics Center of Excellence (COE) and delivering 100+ interactive Power BI dashboards across global business units. She has championed data governance, regulatory compliance, and change management enabling the smooth onboarding of commerce platforms, data migration strategies, and the successful execution of financial transformation programs. Her earlier roles at Deloitte Consulting and Capgemini involved groundbreaking implementations, including the world’s first SAP ERP-based Public Sector Collection platform at Florida Department of Revenue and the first SAP Bank Analyzer integration at PayPal. Across industries from tech and telecom to retail and government Nilima has consistently pushed boundaries to ensure organizations leverage data for strategic advantage.
Nilima holds a Bachelor of Engineering in Information Technology from Mumbai and is certified in Google Advanced Data Analytics and SAP BTP Datasphere. With deep technical fluency in tools such as SAP BW/HANA, Azure Data Lake, Power BI, Python, and AI-powered analytics, she blends technical prowess with executive communication and project leadership.

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and... Show more

Marco Kelderman

Marco Kelderman

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

Claire Wood

Claire Wood

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

Rommel Hernandez

Rommel Hernandez

Lidera la unidad de Analítica Avanzada en BANPRO Grupo Promerica (Nicaragua), donde ha desarrollado soluciones de forecasting financiero, análisis de sentimiento, segmentación geográfica, tableros ejecutivos y aplicaciones con Power Platform. Con más de 10 años de experiencia integrando ciencia de datos con inteligencia de negocio, combina R, Python y DAX para resolver problemas reales en banca y transformación digital.
Economista con formación en Dirección de Proyectos y cursa actualmente un Máster en Big Data & Analytics en OBS Business School (España).

Lidera la unidad de Analítica Avanzada en BANPRO Grupo Promerica (Nicaragua), donde ha desarrollado soluciones de forecasting financiero, análisis de sentimiento, segmentación geográfica, tableros ejecutivos y aplicaciones con Power Platform. Con más... Show more

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