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Mark Piszko, CPA, is a partner at PKF O'Connor Davies.

Joe Crawford is Director of Professional Services at Glassbox, where he helps banks and financial institutions unlock insights from customer engagement data. He brings over 20 years of experience in enterprise monitoring, digital analytics, and performance engineering from leadership roles at Citi, Morgan Stanley, and AT&T. Joe specializes in applying behavioral data and AI to improve digital experiences and reduce operational risk.

Chintan Shah leads Bloomberg's product strategy for buyside Treasury, Asset-Liability Management (ALM), and Finance solutions, with a focus on Insurance General Accounts, Pension Funds, and institutional cash management. With over 16 years of capital markets and investment management experience, Chintan brings deep expertise in serving the needs of asset owners and asset managers.

James Glover is principal, finance & enterprise, at Deloitte.

Dr. Cole Barfield has served as Chief Medical Officer of on-demand virtual care provider First Stop Health since 2024. As a board-certified Internal medicine physician, Dr. Barfield spent the first ten years of his career treating patients in inpatient, outpatient, and virtual primary care settings before co-founding and serving as CMO of Wellview Health, which later merged with SentryHealth before being acquired by First Stop Health in late 2023.

Joe Myers is executive vice president of global banking at Diebold Nixdorf.

Suresh Sadhu is an expert in SAP Master Data Governance and financial data management, helping organizations achieve clean, compliant, and centralized master data across complex ERP systems. He specializes in implementing governance frameworks, automated workflows, and data validation processes that improve accuracy, reduce errors, and enhance operational efficiency. Surresh partners with finance teams and business leaders to enable confident, data-driven decision-making and support sustainable business performance.

Dan Wertman is the co-founder and CEO of Noetica, a platform used by U.S. law firms to benchmark risk in corporate credit and M&A deals. Previously, Wertman worked at BlackRock and Wachtell, Lipton, Rosen & Katz.

Karen Servidea, JD, is a senior legal analyst for Wolters Kluwer Legal & Regulatory, U.S. She tracks, analyzes and writes about tax law developments for the Standard Federal Tax Reporter, Exempt Organizations Reporter, and Tax Essentials.