The Customer Wins

Max Schuman is the President and Co-Founder of Trimio, an AI FinOps platform that helps businesses control and optimize their AI spending. Trimio provides cost visibility, financial guardrails, and intelligent model routing to reduce AI expenses while maintaining quality. Max leads the company's revenue and go-to-market strategy, drawing on extensive experience in AI sales, strategic partnerships,...

Peter Kornberg is the Managing Partner of CypherWorks, an AI-first business performance company that helps organizations use AI to drive revenue, profitability, and efficiency. As an entrepreneur and executive with over 15 years of experience driving revenue growth and business transformation, Peter specializes in helping companies apply AI strategically to solve specific business challenges and i...

Unmukt Raizada is the Founder and CEO of TrustEvals, an AI company that helps organizations build and deploy reliable AI with built-in governance, audit, and evaluation. He has 16 years of experience working at the intersection of data and AI. Before TrustEvals, Unmukt held senior data and AI roles at Goldman Sachs and JPMorgan Chase and co-founded the AI software company Thena. He now helps organ...

Marisa Murgatroyd is the Founder and CEO of The Experience Group, a company that uses behavioral science to design how people engage with technology, products, and organizations. She is also the Founder of Live Your Message, a business coaching and training company that helps entrepreneurs create engaging, experiential products and customer journeys. Marisa helps organizations close the gap betwee...

Greg De Koker is the Founder and Chief Joy Officer of JOY², a leadership and culture ecosystem that helps organizations use joy as a strategic advantage to build trust, connection, and performance. He is a brand and culture transformation strategist, speaker, and executive coach with decades of experience helping leaders build high-functioning, high-performing cultures. Greg is also the host of th...

Mitchell Bratina is the Founder and CEO of FinTurk, an AI-native CRM built specifically for financial advisors to automate workflows and deliver more personalized client experiences. A former wealth advisor, he previously helped manage more than 300 client relationships and over $1.1 billion in assets. Mitchell is a CFA charterholder and holds a bachelor's degree in computer engineering from Iowa...

Esther Wildenberg is the Co-founder and President of Codebreaker Technologies, a global leader in personality coding technology that helps businesses improve sales, communication, and relationships. She is an accomplished consultant, coach, advisor, and speaker with more than two decades of international executive experience. By age 33, Esther had become CEO of a European consulting company, where...

Brian Herr is the Founder and CEO of StartingBlocks and Managing Partner at HHI Advisory Group, where he helps startups, scale-ups, and portfolio companies accelerate growth, particularly in cybersecurity and regulated industries. With over 30 years of experience, he has guided companies through successful scaling, advised organizations from scrappy startups to $1.5 billion scale-ups, and is a sou...

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys....

Geoff Moore is the CIO of Valmark Financial Group, a financial services agency working exclusively with entrepreneurial wealth management firms to meet its clients' unique and ever-changing needs. He leads a team of experts who use technology to solve business challenges and manage the cybersecurity of Valmark and its member firms. Geoff has over 20 years of experience in technology and financial...

Dennis J. Moore is the CEO of the Financial Planning Association (FPA), the leading membership organization and trade association for CFP professionals and others involved in the financial planning process. Under his leadership, FPA helps financial planners grow through practice support, education, advocacy, and professional networking while advancing the profession. Dennis brings more than two de...

Sasha Strauss is the Founder and Chief Brand Officer of Innovation Protocol, a brand strategy consultancy that helps organizations define, strengthen, and communicate their identities with clarity and purpose. Since founding the firm in 2006, he has advised leading organizations, including Google, Disney, LEGO, PayPal, and Nestlé, on brand strategy and leadership communications. Sasha is also a lo...

Gareth Lewis is the Chief Business Officer at Helm, a fintech company providing unified infrastructure and workflow technology for capital raising, investor management, and private markets operations. He co-founded Delio in 2015, growing it into a leading private markets platform used by financial institutions across multiple countries before its acquisition by iAltA Holdings and integration into...

Mikhail Ruchkin is the CEO of Innovative Digital Transformation, an AWS Advanced Tier Services Partner that helps organizations modernize their technology through cloud migration, cybersecurity, AI, and digital transformation solutions. He has more than 15 years of experience leading cloud strategy and security initiatives for startups, mid-sized businesses, and Fortune 500 companies. Before found...

Tonya Turrell is the Founder and CEO of TechnologyMatch, a buyer-first platform that connects IT leaders with technology providers through AI-powered matchmaking and demand generation. A three-time founder with two successful exits, she is known for challenging traditional lead-generation models and creating trust-based alternatives that prioritize buyer intent. Tonya has earned  Inc.  recognition...

Brian Hyman is the Founder and CEO of High Meadow Solutions, a wealthtech advisory and consulting firm that helps wealth management organizations modernize their technology, optimize operations, and drive successful business outcomes. He founded the company to bridge the gap between strategy and execution, helping firms make better technology decisions and implement them effectively. Brian has dee...

Bob Serling is the Founder of Licensing Lab, a consulting firm that helps companies understand why customers buy and how to create marketing that drives more sales. He is a buying behavior specialist known for uncovering the real motivations behind customer purchasing decisions. Bob pioneered the Customer Created Framework, a customer-driven approach to developing products, offers, and marketing s...

David Reeve is the Founder and CEO of InvestorCOM, a compliance technology company that helps wealth management firms streamline regulatory requirements, investor disclosures, and retirement rollover processes. He has led the company for more than three decades, building long-term partnerships with leading financial institutions across North America. David leads InvestorCOM in delivering simple, a...

Artem Koren is the Co-Founder and CPO at Sembly AI, an AI-powered meeting intelligence platform that helps teams capture, organize, and act on insights from conversations and meetings. He leads the company's product vision, building AI tools that improve collaboration, productivity, and decision-making for modern organizations. With a background in systems engineering, enterprise consulting, and p...

Paranj Patel is the Founder and CEO of ClearLines Group, LLC, a boutique regulatory and compliance advisory firm that helps broker-dealers, registered investment advisers, and fintech firms navigate complex regulatory environments. He brings more than 20 years of experience in financial services, including senior operational and compliance leadership roles at Prudential. Paranj previously served a...

Trunal Bhanse is the CEO of Clazar, a platform that helps software companies sell and grow revenue through cloud marketplaces like AWS, Azure, and Google Cloud. He previously held engineering leadership roles at Confluent, Airbnb, LinkedIn, and Yahoo, where he specialized in marketplaces, billing systems, and product growth. At Confluent, Trunal led teams focused on cloud marketplaces and monetiza...

Dan Lievens is the Founder and CEO of Share One, a platform that helps businesses capture authentic customer stories through scalable video testimonials. He is a serial entrepreneur who has founded more than a dozen companies across technology, marketing, and other industries. With decades of experience, Dan focuses on helping businesses build trust, increase conversions, and grow through real cus...

Jagdeesh Prakasam is the Founder and CEO of Qdeck, an AI-powered fintech platform that helps financial advisors automate workflows, analyze data, and deliver personalized client insights. He leads the company's vision and operations, building technology that modernizes how wealth managers serve clients and make investment decisions. Jagdeesh has a background in quantitative finance and previously...

Suvrat Bansal is the Founder and CEO of Clarista, a platform that connects fragmented enterprise data and delivers real-time, AI-powered insights for faster decision-making. He is a seasoned data leader with over 25 years of experience transforming data into business growth across global financial institutions. Before founding Clarista, Suvrat held senior roles, including Chief Data Officer at UBS...

Liz Fritz is the Co-Founder of F2 Strategy, a leading wealthtech consulting firm that helps wealth and asset management companies make better technology and business decisions. She is a seasoned marketing executive with nearly two decades of experience in the financial services industry, including leadership roles at prominent firms such as Wells Fargo, US Bank, and BNP Paribas. Liz specializes in...