March 21, 2023 - Free (Virtual) 2 CPE. Young (New) Professionals- Finance 2030 and Beyond

When:  Mar 21, 2023 from 06:00 PM to 08:00 PM (MT)
Associated with  AZ Valley of the Sun Chapter

Topic:  Finance for 2030 and Beyond


Matthew White is the founder and CEO at Storefront, helping wealth management firms make finance more accessible and understandable with next-generation technology.

Prior to founding Storefront, he was a partner at CAPTRUST leading the Phoenix portfolio management and trading group. He began his career as an Analyst at Wells Fargo and subsequently worked at MetLife Securities before working with private placement insurance transactions at Arthur J. Gallagher & Co.

Matthew is a CFA Charterholder and serves on the Board of Directors for CFA Society Phoenix. He is also the incoming Treasurer on the Executive Committee for Scottsdale Leadership. He received a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University.


Learning Objectives

How might the structure of financial markets change by 2030?

What are the largest challenges facing the financial industry over the next 10-20 years?

What careers in finance are best suited for 2030 and beyond?

Val is a vice president and technology risk officer for the transaction and investment banking businesses at Goldman Sachs in New York. In previous roles, he was a technology auditor covering the core engineering functions at GS and a consultant at KPMG where he supported external audits and technology risk management advisory engagements for leading financial institutions. Val graduated from Arizona State University with degrees in accounting and computer information systems.
[Optional :D] In his spare time, Val enjoys biking around the city, going to the beach, eating great food, and traveling near and far.
LEarning objectives
After this section, participants will be able to:
* discuss technology trends that will likely impact the risk and controls environment over the next decade
* glimpse into global economic and demographic trends that impact the world of finance
* understand their role in the evolving landscape


Online Instructions:
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