After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

As a Director of Strategy with the mobile app design firm, Punchkick Interactive, Joseph was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Dave has been working with CFO’s on addressing critical business challenges like Supply Chain Optimization, Human Capital Management, and Financial Close improvements for almost a decade. Most notably, he joined LA-based FloQast as the Head of Sales and helped scale the company from 6 to 100 employees in under three years. Dave is a Southern California native, and holds a BA in International Affairs from George Washington University.

Jonathan has spent over a decade in financial services, working on various teams at E*TRADE Financial Corporation, before transitioning to Capital One Financial. There he embedded with product teams as their Risk Guide, helping teams traverse the risk landscape from early stage product ideation through launch. He last served as the Director of Operational Governance and Risk Management in Capital One’s 500+ associate Design organization. Jonathan is a native of Pennsylvania, but has lived in Washington D.C. for the last 12 years. He holds a BA in Economics and a BA in History from the Pennsylvania State University.

Mark has over a decade of experience within Fintech, with a focus on emerging and new digital technology. He engages with Fortune 100 & mid-market companies solving complex financial challenges focused on automation, big data analytics and API integration. He was most recently managing director of Cashforce Americas responsible for all revenue, marketing and strategic partnerships and spent eleven years at OpenLink Financial (now part of Ion Group) as VP of Treasury Solutions. He previously worked at Dow Jones, SunGard (now FIS) and RiskMetrics (now MSCI). Mark is a regular speaker at EuroFinance and at numerous other industry treasury conferences. Regularly quoted in the Wall Street Journal. Articles frequently published in: Treasury Today, Global Treasury News, Treasury Asia, Bob’s Guide, TMI Magazine, AFP Exchange and Risk Magazine. Mark holds a Masters Degree in Political Science and a BA in Economics & Politics from University College Dublin, Ireland.