Learn Corporate Finance From Experienced Practitioners

Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, HSBC, and more. Prior to co-founding CFI, Scott taught at MDA Training.

Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.

Kyle is a former teacher, coach, mentor, and finance professional; he brings a passion for education, as well as unique credentials and career experience. Kyle has significant experience in Commercial Banking and Credit and holds the CBCA certification from CFI. When not at the office Kyle loves to travel and spend time with his family.

Andrew joined CFI after a long career in the financial markets in Asia and is looking forward to bringing his experience to his new role as Director, Capital Markets. Outside of work, Andrew is most often found driving his kids around, on the golf course or indulging in his passion for wine, but never all three at the same time.

Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions. He has completed a few half-marathons and is aiming to complete a full marathon one day - probably while listening to his favorite podcasts!

Prior to launching Rho Impact, Noah Miller worked in ESG consulting, social entrepreneurship, and served in a variety of internal and external consulting capacities. Most recently he spent two years with Summit Strategy Group, serving as the Senior Director of their ESG Consulting and Stakeholder Engagement Practice. Noah has also been an internal management consultant for Keurig-Dr. Pepper (a US-based and publicly listed multinational) and advised global non-profits on revenue generation and program development.

Lisa has designed, developed, and delivered customized learning solutions to financial institutions and multi-national corporations across the globe. Her corporate experience gave her unique insight to share with commercial and corporate bankers, and her experience as a CFO gave her unique insight to share with corporate teams. Prior to co-founding CFI, Lisa taught at MDA Training.

Pavel’s passion is playing around with data and finding new and quicker ways to visually represent and analyze it. Pavel routinely works with millions of rows of structured & unstructured data, transforming them into meaningful insights for business leaders. As well as managing all of CFI’s internal analytics, Pavel helps develop our BIDA courses. Pavel has worked across many different industries and most recently managed the Tableau implementation for a market-leading software platform for enterprise and photo printing. He has degrees in Economics and Business Administration.

Glenn is a technology-minded CFO with more than two decades of experience in finance and accounting leadership. He is a consultant and author who writes about the intersection of artificial intelligence and corporate finance. His book, Deep Finance: Corporate Finance in the Information Age, provides a digital transformation roadmap for businesses to follow to become data-driven organizations. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. Glenn has a master's in finance from Harvard University with a graduate certificate in business analytics, and an MBA from Regis University. Glenn is an instructor in CFI's FPAP certification program and is a faculty member of the FP&A certification program at Wharton / Wall Street Prep.

Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximise their personal and professional skills through teaching, facilitating and individual coaching. Outside of work, Helen is an enthusiastic kayaker and has a fascination with genealogy.

Skilled in derivatives and capital markets, including post trade clearing and settlement, Paul North has over 32 years of experience working and teaching in the financial markets and derivatives industry. Paul was previously Head of Education at the London International Financial Futures and Options Exchange (LIFFE). He has extensive international experience training delegates from most of the world's leading investment banks, funds, regulators, exchanges, commodity trading houses, and central counterparties.

Gabe is a subject matter expert at CFI and was a commercial lender at TD Bank with 15 years of experience. He recently managed a $100 million portfolio of higher-risk and non-performing credits at the restructuring and insolvency group. he helped design, deliver, and manage the Commercial Banking Credit Analyst (CBCA) curriculum, on topics including: credit structuring, financial analysis, soft skills for lenders, RAROC and more complex Excel models.

Guy is an experienced FX market practitioner with a long career trading in financial centers globally, including London, Zurich, Tokyo, Singapore, and Hong Kong. He started his career with UBS in 1994, trading FX forwards before moving to Credit-Agricole-Indosuez and specializing in Japanese Yen forwards. He finished his career at Standard Chartered Bank in Hong Kong and Shanghai, where he was responsible for the Onshore FX Desk and Chinese Yuan Non-Deliverable Forwards trading. Guy has since retired from the markets in 2010 and pursued further academic challenges.

Esteban brings diverse fintech experience from leading financial services for an AI-powered regulatory intelligence platform, as a Senior Special Agent protecting the U.S. financial system, a Certified Fraud Examiner, and more over his storied career. He has over 23 years of leadership experience in federal law enforcement and higher education.

Carl’s FP&A development methodologies and curriculums have been implemented by leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars. Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree.

Paul (also known as The FP&A Guy) is a Financial Planning & Analysis (FP&A) expert with over 12 years of professional experience. He teaches courses on FP&A, Excel, Data Visualization, Storytelling, Power Query, and more. Paul is an instructor in CFI's FPAP certification program, as well as the FP&A certification program at Wharton / Wall Street Prep. Paul is a Microsoft Excel MVP, holds the AFM certification from FMI, the FPAC certification from AFP, and the FPAP certification from CFI.

Antoine is Vice President of Business Development at Learning Strategies Group (LSG) in the USA. Antoine is responsible for building LSG’s presence in the US market, as well as delivering in-class facilitation and developing new learning solutions for our clients. Prior to joining Learning Strategies Group, Antoine worked on numerous projects, including the issuance of a $1BN high-yield bond; project financing for renewable energy assets totaling $200M; and structuring and managing a derivative book valued at more than $3BN.

Matt has 18 years of experience in the insurance industry leading claims and customer service teams. He has spent his career at Uber, Rivian, Clearcover, Allstate, and Farmers.

Dr. Tonisha is a distinguished consultant who’s directed Fortune 500 institutions in forensic accounting, fraud examination, and organizational risk management, with a specialized focus on ethics and regulatory compliance. With over 25 years of experience in financial forensics, fraud prevention, and risk management, she work with organizations to mitigate risks, prevent financial crimes, and develop transformative leadership strategies.