Session Detail


Session Topic: Accounting and the Financial Services Sector


Day Wednesday
Start Time 9:00 AM
Length 50
Location CH 122
Accounting


Presenter(s)

Julia Henderson
Financial Planning Analyst
Live Oak Bank
https://www.linkedin.com/in/juliahendersoncpa/
CSB Alum and UNCW Alumn
Julia Henderson is a proud graduate of CSB. Since graduating the MSA in 2019, she has been an auditor at RSM and on the FP&A team at Live Oak Bank. In her spare time, she enjoys spending time with her husband (also a graduate of CSB) and daughter, reading, staying active and spending too much time watching reality TV.

Ryan Sutton
Senior Manager
EY
https://www.linkedin.com/in/ryancsutton/
CSB Alum and UNCW Alumn
Ryan is a Senior Manager in the Business Consulting practice of Ernst & Young LLP, specializing in the Wealth Management industry. He helps firms address challenges at the intersection of strategy, customer experience, products, and technology. With more than 10 years of experience, Ryan has led the creation and scaling of new product offerings, contributed to global research shaping industry perspectives, and managed globally distributed, cross-functional teams. His expertise includes financial advisor platforms, tax planning and compliance services, applications of AI in wealth management, and the agile product lifecycle.

Michael Zezefellis
Operational Risk Management Programs -- Risk Officer
Truist Financial Coporation
https://www.linkedin.com/in/michael-zezefellis/
CSB Alum and UNCW Alumn
I’m a risk management professional with a decade-plus of experience helping financial institutions navigate an increasingly complex corporate risk landscape. My work at Truist has centered on strengthening risk frameworks, enhancing operational resilience, and aligning governance practices with evolving regulatory expectations linkedin.com. With credentials spanning CPA, CISA, and multiple ABA risk management certifications linkedin.com, I bring a multidisciplinary perspective that blends financial acumen, systems thinking, and a deep understanding of enterprise-level controls. I’m especially energized by opportunities to modernize risk programs, mentor emerging talent, and partner across the business to turn risk insights into strategic advantage. Outside of work, I stay engaged through professional associations including RMA and ISACA, and I’ve contributed to community organizations such as Habitat for Humanity and Toys for Tots linkedin.com. I’m always open to connecting with peers, leaders, and teams who share a commitment to thoughtful, values-driven leadership and continuous improvement.