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Financial Management

Beyond Burden: How Business-Friendly Compliance Fuels Success in Financial Services

Jamie Hoyle, VP, Product, MirrorWeb -
Financial Management

The Power of an Undivided Plan

John Pettis, CEO and Founder, Undivided Wealth Management -
Financial Management

The Growing Importance of Financial Advisory in Today’s Economy

Murshid Khan, Chief Information Officer, Coastal federal credit union -
Financial Advisory Firms

Capital with Purpose: The Transformative Power of Financial Advisory

Amarilis Zozaya, Finance and Administration Manager, Endeavor Miami -
Financial Advisory Firms

How to plan for an acquisition (and what to avoid)

Alicia Chandler, president, Oak Street Funding -
Automated Revenue

Next-Gen Enablement: Harnessing AI to Empower Sales Teams

Andrew Zinger, Senior Director, Global Sales Enablement, Fastly -
Executive Search Services

Performance Reviews That Actually Work

Jennifer Shaw, Director of Firm Administration,Shaw Law Group -
Executive Search Services

Executive Search With a Fractional Model

Anessa Fike, Fractional Chief People Officer,Bestselling Author, and CEO,Fike+Co -
Executive Search Services

The Future of Executive Search in the Era of AI: Why the Robots Won’t Steal Your Job

Brian fink, Founder and CEO, The ReWork Group -
Financial Advisory

How to plan for an acquisition (and what to avoid)

Alicia Chandler, president, Oak Street Funding -
Executive Search Services

Executive Search 2025: Where Relationships Meet AI-Enabled Talent Ecosystems & Strategy

Brandon Amoroso, Founder and CEO, SCALIS -
Financial Analytics

Data analytics in financial services

Manish Jindal, Co-Founder and COO, Bytescare -
Financial Analytics

The Missing Piece: Why Human Connection Matters in Financial Services Data Analytics

Mandy Louise Rawlinson, Head of UK and EMEA, abrdn -
Financial Analytics

Unlocking Competitive Advantage: The Strategic Power of Pricing in Financial Services

Daniela Maria Leon Cornejo, Director of Pricing & Analytics, Banco de Credito -
Business Loan

Back to the Future: Why Financing Is the Most Exciting Thing in Tech

Levi King, CEO & Co-Founder, Nav -
Business Loan

Small Business Financing: Navigating Alternative Lending in Canada’s Current Market

Ammar Sikandar, President, Kingsmen Capital Investments -
Financial Portfolio Management

Global Investing 2025: A Frontier Opportunity?

Peter Marber, Managing Director, Global Evolution -
Financial Portfolio Management

The Financial Factory: The New Way Money Is Run

Tibor Komoroczy, Founder, Skunkworks Software -
Financial Portfolio Management

The Volume Factor: A Disruptive Force in Portfolio Management Backed by Empirical Evidence

Buff Dormeier, Partner | Wealth Manager | Chief Technical Analyst, Kingsview Partners -
Financial Portfolio Management

The Secret to Personal Finance: How to Buy Your Own Personal Dip

Tiffany Kent, Certified Financial Planner, Wealth Engagement -
Financial Portfolio Management

Leveraging AI for Personal Portfolio Management

Manish Jindal, Co-Founder and COO, Bytescare -
Business Loan

Trump’s economic policies – how will they affect businesses?

Rick Dennen, CEO, Oak Street Funding -
Business Loan

Leveraging Data to Drive Better Decision-Making in Fintech Business Lending

Cormac Scanlan, Chief Technology Officer, Fleximize -
Investment Banking

Predicting e-commerce trends with AI

Karl Lillrud, Professional Speaker working with WCD Speakers, Karl Lillrud -
Investment Banking

Elevating E-commerce: The Importance of Family Office Space for Growing Brands

David Duchemin, Founder, Family Capital Services -

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