RealTalk 2025

Your Economic Edge

Creating Your Value Advantage in a Disrupted World

Client Growth Partner, Linedata

Sarah is a Client Growth Partner at Linedata, based in Boston. She graduated from The George Washington University with a degree in Economics and has built her career at the intersection of finance, technology, and client relationships. Known for her thoughtful, people-first approach, Sarah values collaboration and helping firms find clarity and growth in a complex industry.

Director, Massachusetts AI Hub

Sabrina leads Massachusetts’ efforts to build a responsible, cutting-edge AI ecosystem as Director of the Massachusetts AI Hub. With over 20 years of experience in AI, robotics, and technology commercialization at Draper, Motional, Torc Robotics, and Lockheed Martin, she bridges advanced research with real-world innovation, including work supporting NASA’s Artemis program. She holds an M.S. in Systems Engineering from the University of Pennsylvania and is an inventor on multiple AI and autonomy patents.

Executive Director watsonx.governance, IBM

Heather is the Director of Product for watsonx.governance, Risk and Compliance at IBM, where she leads innovation at the intersection of AI, governance, and regulatory technology. With deep expertise across financial services and other regulated industries, she collaborates with partners to advance responsible and transparent AI adoption. Heather also serves on IBM’s Responsible Technology Board and holds an MBA from the University of Massachusetts and a B.S. in Business Administration from Bryant University.

Founder, Idealift

Åsa Fanelli is the Founder of IdeaLift Group, a consulting firm that empowers leaders and teams through leadership development and mindfulness-based emotional intelligence. As Chief Education Officer at the Institute for Organizational Science and Mindfulness, she designs neuroscience-based programs that build resilience, agility, and performance. With over 25 years of executive experience across 35 countries, Åsa brings deep expertise in mindful leadership and transformation, serving on several nonprofit boards and helping organizations unlock their full potential.

Executive Director, CVS

Shuchi has years of experience in spearheading the design and delivery of complex, highly scalable, secure, and transactional solutions utilizing cutting-edge technologies and Agile methodologies. She possesses the ability to assemble and motivate top-tier development and technology teams, across geographically dispersed organizations. Her passion lies in cultivating diverse and inclusive technology groups, nurturing and guiding engineering teams to their fullest potential.

Director, Oracle Cloud

Sowmya is an experienced engineering leader with a blend of strong operational, technical architecture and business strategy skills. Able to balance technical development needs with business considerations of stakeholders. Skilled at identifying talent, building, inspiring and driving execution by focused, collaborative teams from concept to delivery and evolution. Experience in successfully conceiving and transforming traditional engineering processes to more modern and relevant approaches that fit critical business needs.

Founder, Eldara Consulting

Sharon is an engineering leader with over 16 years in SaaS and fintech, leading global teams that build scalable cloud platforms. She is passionate  about combining Al and engineering to create practical, intuitive technology that delivers real results.

Founder, Women Winning at Investing

Andy is a former Wall Street insider turned investing mentor who’s helped thousands of people take their seat at the money table. After two decades at Goldman Sachs, private equity, and hedge funds, he left what he calls the “Olympic team of finance” to teach others how to build wealth with ease and confidence. Through his acclaimed programs, including Master the Market, Build Your First Portfolio, and Her Wealthy Joy, Andy has guided more than 4,500 investors worldwide to master the same principles that power Wall Street’s smartest portfolios.

Managing Principal, BDO

Amy is the Managing Principal of Corporate Governance within BDO’s National Professional Practice, where she directs BDO’s Center for Corporate Governance, overseeing the firm’s communications and governance initiatives. With more than 30 years of experience in the auditing profession, she engages with financial reporting executives, audit committees, board members, and professional organizations focused on audit quality and sound governance practices. Amy also leads firmwide thought leadership and education efforts through webinars, podcasts, board forums, external speaking engagements, and publications on a broad range of corporate governance and reporting topics.

Practice Director, BDO

Lee is a Director within BDO’s National Professional Practice in the Center for Corporate Governance, which serves financial executives and those charged with governance of both public and private companies. She has more than 21 years of experience in the auditing and accounting professions, engaging with financial reporting executives, audit committees, and board members. Lee also designs courses and curriculum in personal finance and accounting and plays a key role in delivering thought leadership and educational programming through webinars, podcasts, board forums, and publications on a broad range of corporate governance and reporting topics.

Board Director, NED, Audit Committee, AI

Babs is a board director and investment committee member at Main Street, Inc., a multigenerational MarTech company serving banks, and a strategic advisor to Kintera AI, which accelerates banking reconciliation and regulatory remediation. Until 2024, she served as a board director and audit committee member for Workers Credit Union ($2.6B assets), overseeing M&A negotiations, CEO succession, and core tech transformation. A former Chief Innovation Officer at GE Capital, where one of her patents generated $800M in incremental revenue, Babs has also held leadership roles at PwC and Citibank UK. A dual US/UK citizen, she has worked onsite in 97 countries.

Digital Transformation CEO, AI Investor, Board Director

Sarah is a digital transformation and AI leader, investor, and board director who has leveraged major technology innovation waves to redefine how businesses operate and market in the digital era. As former CEO of Aegis Media North America (now Dentsu), she led large-scale growth and digital integration across its media and marketing divisions. Since 2009, Sarah has served as an Independent Director on the boards of public and private technology and digital media companies, including Ziff Davis (Nasdaq: ZD), where she is Non-Executive Board Chair, as well as The Street, [X+1], Engauge, Women’s Marketing Inc., Celtra, and Socialflow. A recognized voice in AI innovation and governance, she was named one of Board Prospects’ “100 Women Leaders in the Boardroom” (2025).

CEO. Novus Laurus

Pradeep is the CEO of Novus Laurus, a digital transformation consulting and investment firm helping organizations achieve growth through innovation and technology. A Forbes contributor and thought leader on digital strategy, Pradeep brings over 25 years of experience driving transformation across healthcare, finance, and technology. He has led strategic acquisitions in the mobile space and serves on the boards of Innovation Women, the Museum of Science, Lioness Magazine, and Konverge AI.

CRO, Bay State Bank

Courtney is Executive Vice President and Chief Risk Officer at Bay State Bank, where she leads the bank’s risk management and IT functions. With over 15 years of experience spanning compliance, fraud prevention, information security, and credit risk, she is a seasoned leader in navigating financial risk and regulatory oversight. Courtney holds dual bachelor’s degrees from Stonehill College and an MBA from Nichols College, and is both a Certified Regulatory Compliance Manager (CRCM) and a Certified Anti-Money Laundering Specialist (CAMS).

Founder, FrancesWest&C0

Frances is a globally recognized technology executive, author, and thought leader on governance, systems-level leadership, and human-first innovation. Formerly IBM’s first Chief Accessibility Officer, she helped shape global standards for inclusive technology and corporate accountability. As founder of FrancesWest&Co, she advises boards and executives on ethical innovation through her Authentic Inclusion™ and 6E Framework, helping organizations build trust, resilience, and long-term growth.

Co-founder & CEO, Clarendon Solutions

Rob is Co-Founder and CEO of Clarendon Solutions, a Boston-based advisory firm helping financial institutions, fintechs, and investors design people-first strategies that deliver measurable operational, cultural, and client impact. Over 25 years at BNY Mellon and State Street, Rob led large-scale transformations that modernized operations, strengthened governance, and built more adaptive, resilient organizations. Known for his collaborative and human-centered approach, Rob champions progress through inclusion, empathy, and purpose, helping shape a financial future that reflects all of us.

COO, Linedata

Sage is an experienced member of senior leadership team with a demonstrated history of working in Finance and the Financial Technology industry. Currently serves as Chief Operating Officer for North America Asset Management overseeing all activity in US headquarters and managing client delivery and sales. Skilled in Operations Management, Project Management, Asset Management, Client Relationship Management, Equities, Capital Markets, Trading and Accounting Systems. Strong collaboration based leader with a love for problem solving and finding continuous operational improvements.

Product Manager, Dell Tech

Madhura is a Data Analyst at Dell Technologies and a Product Management graduate from the University of Washington. She has previously worked as a Software Engineer at HSBC Bank and brings experience in data analytics, and user-centered product design. Madhura is passionate about using technology and behavioral insights to create inclusive digital experiences for marginalized communities.

MSCS Northeastern

Mahima is a Master’s student in Computer Science at Northeastern University and currently an AI Engineer Co-op at The Barbarian Group. She is passionate about building creative, intelligent systems that blend technology and design to solve real-world problems. Her interests include generative AI, full-stack development, and applied machine learning, and she is driven by exploring how innovation can shape the future of digital experiences.

MSIS Northeastern

Vishal is a graduate student in Information Systems at Northeastern University, specializing in intelligent, data-driven systems and cloud-based architectures. His experience includes developing a cloud-native Digital Twin RAG system integrating APIs, vector databases, and distributed pipelines to enhance real-time performance and scalability. With a background in embedded systems and AI-driven automation, he focuses on creating efficient, resilient solutions that bridge software intelligence with system reliability.

Co-Founder/CEO SalaryX

Mo Saeed is the founder of SalaryX, the company behind VerifiID and Passport, two platforms shaping the future of work through identity, trust, and instant hiring. A serial entrepreneur, he previously founded Orbispay, an early earned-wage access platform, and built Firefly Capital, a fintech brokerage scaled from the ground up. Mo is passionate about creating simple, scalable systems that make hiring, verification, and payments fast and secure. Outside of work, he’s often found winter hiking with his dog, Cleo – his non-negotiable therapy.

Co-Founder & CEO, FinSight Intelligence

Chelsie is the Co-Founder and CEO of FinSight Intelligence, an AI-powered platform built to solve the “too many tabs” problem by consolidating real-time market data, AI-driven news intelligence, and portfolio analytics into one intuitive dashboard. Offering Bloomberg-level insight for $120 a year instead of $24,000, she’s redefining who gets access to sophisticated financial analysis. A Business Analytics & AI student at the University of Rhode Island and a RIHub Ideation Studio alum, Chelsie supports 50+ beta users while tutoring fellow students in programming. She’s passionate about making financial intelligence accessible to everyone.

Co-Founder & CTO, FinSight Intelligence

Emma is the Co-Founder and CTO of FinSight Intelligence, where she focuses on using AI to bring intelligent, high-quality financial analysis to a broader audience. Trained in applied data science for financial markets at the University of Technology of Compiègne (UTC), she previously worked as a Data Engineer at BNP Paribas, verifying, migrating, and modeling financial data to strengthen production dashboards. Currently completing a semester in FinTech and Artificial Intelligence at the University of Rhode Island, Emma is passionate about uniting technological innovation with real-world financial performance and building tools that make sophisticated analysis more accessible to everyone.

Co-Founder, Crebit

Simmi studied Computer Science and Design at Stanford. In high school, Simmi scaled her fashion brand to 50,000 followers and worked with celebrity clients including Billie Eilish and Meghan Trainor. Simmi’s co-founder Jensen studied CS and EE at MIT. The two met at a hackathon in high school. Together, they left college to build Crebit – stablecoin powered cross border payments. They are helping international students pay their tuition with stablecoins. They started Crebit in August, launched the platform in September, and have processed over $150,000 in payments from international students. Crebit is backed by a16z, Kleiner Perkins, and leading angels.

Co-Founder, Crebit

Jensen is a technologist and social impact innovator with a passion for using engineering to empower underserved communities. A former MIT engineering student, Jensen has led projects ranging from a patent-pending algae biofiltration system to reduce air pollution in schools to NASA-funded research on urban heat island mitigation and published studies with FermiLab. Their work spans geospatial analysis, natural language processing, autonomous navigation, and environmental technology, always grounded in the belief that innovation should improve lives. A committed educator, Jensen has taught free coding and circuitry classes to low-income Boston students and developed robotics curriculum to expand STEM access for underserved schools.