Financial Services
Meet other local people interested in Financial Services: share experiences, inspire and encourage each other! Join a Financial Services group.
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Frequently Asked Questions
Yes! Check out financial services events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.
Discover all the financial services events taking place this week here. Plan ahead and join exciting meetups throughout the week.
Absolutely! Find financial services events near your location here. Connect with your local community and discover events within your area.
Financial Services Events Near You
Connect with your local Financial Services community
CONNECTED Westerville Mastermind Group
Join the CONNECTED Westerville Mastermind Group for a dynamic afternoon of B2B networking! This event is perfect for professionals looking to expand their business connections, share insights, and foster collaboration within the community. Whether you are a seasoned entrepreneur or just starting out, this event offers a valuable opportunity to exchange ideas, build relationships, and grow your network in a supportive environment. Connect with like-minded individuals, explore potential partnerships, and discover new opportunities for professional growth. Don't miss out on this chance to enhance your business network and take your career to the next level with CONNECTED Westerville Mastermind Group! We meet the 4th Monday of every month from 11am-1pm. Welcome and general networking from 11am - 11:30am with core meeting 11;30 - 12:30 and a final round of networking from 12:30 - 1pm.
From Idea to Working App in Minutes: The Agentic Development with Amazon Kiro
Discover Kiro, AWS’s innovative development environment that adapts to your workflow. Whether you prefer specification-driven development or a more intuitive, vibe-based approach, Kiro empowers you to build applications your way.
In this session, speakers will explore Kiro’s core functionality and its evolution through re:Invent 2025, along with demonstrations of prompts used to create APIs, hooks, and steering documents.
In the latter part of the session, watch as we build a complete example from scratch, showcasing Kiro’s agentic AI workflow in action for spec-driven development and vibe coding.
What You'll Learn - Core Kiro concepts and development philosophy
Feature evolution: pre and post re:Invent 2025
Practical examples: API creation, hooks, and steering docs
Live coding demonstration with real-time problem solving
Who Should Attend - Developers, solutions architects, and technical leaders interested in modern AWS development tools and AI-assisted coding workflows.
**Speakers Bio:**
Matthew Jorat: Matthew Jorat is a Customer Solutions Manager at AWS with nearly three decades of expertise in AI, cloud transformation, migration, modernization, IT, technology, and business. His career spans infrastructure engineer, solutions architect, security auditor, customer success director, support and services director, and operations officer. He was an early adopter of AWS services as a customer, and his current role at AWS uniquely blends his technical and business skills as he partners with executive teams to translate strategic priorities into measurable business outcomes through cloud adoption, AI implementation, and operational excellence. Matt leads end-to-end AI initiatives for enterprise customers, identifying high-impact use cases and maintaining relentless focus on measurable ROI. He holds eight AWS certifications and serves as Adjunct Professor at Franklin University teaching cloud computing and AWS architecture. His expertise encompasses GenAI, agentic AI systems, migration, modernization, and optimization strategies that drive transformation at scale.
[https://www.linkedin.com/in/mattjorat/](https://www.linkedin.com/in/mattjorat/)
Girish Bhatia: Girish Bhatia is a seasoned technology delivery leader with deep expertise in cross-domain program management. He holds multiple AWS certifications, including AWS Certified Solutions Architect – Associate, AWS Certified Developer – Associate, and AWS Generative AI Practitioner, and is also an AWS Community Builder. Girish brings over two decades of experience in the information technology industry.
Throughout his career, Girish has led major technology-driven business transformation from modernizing on-premises applications to driving large-scale cloud migrations. His work includes API-based integration platforms, data-center and mainframe modernization, and enterprise cloud adoption initiatives.
Based in Columbus, Ohio, Girish works at a tech-forward fintech company. He is passionate about AWS serverless architectures, Generative AI and emerging cloud technologies. An avid learner and builder, he continues to explore and apply the latest innovations in AWS to help organizations accelerate their digital transformation.
https://www.linkedin.com/in/girishbhatia/[https://www.linkedin.com/in/girishbhatia/](https://www.linkedin.com/in/girishbhatia/)
**THANK YOU** *Franklin University* for hosting our meetup! To learn more about *Franklin University*, please visit their website: https://www.franklin.edu/
**DIRECTIONS**
Franklin University
Fisher Hall
300 E. Main St, Columbus, OH 43215
Map: https://maps.app.goo.gl/jxjBA2hUmS5qrvhq8
Parking is FREE! Please park in Lot C in front of Fisher Hall. See attached map.
NOTE: Map the address only. When mapping with Google Maps it may use the Fisher Hall at OSU, which is NOT correct.
**Want to sponsor the pizza and/or bar tab?**
Please contact me if you would like to sponsor this meetup's pizza and/or bar tab: angelo@mandato.com
ServiceNow's Got Talent
Builders, creators, architects, admins, consultants - come one, come all. This one's for you.
We're bringing a little friendly competition to the Columbus ServiceNow community while highlighting the cool things people have built on the platform.
Five presenters will take the stage to showcase something they've built, solved, designed, or imagined on the ServiceNow platform - and a panel of judges (plus YOU, our amazing audience) will score them live.
So basically, America's Got Talent but make it ServiceNow's Got Talent.
Bring a notepad if you'd like 'cause you'll definitely be learning something new.
Each presenter gets 10 minutes max to wow the crowd with:
• A demo
• A real-world business solution
• A bold idea
• A UX transformation
• Or a creative use of the platform
Judging Criteria:
🏆 Business Value
🚀 Innovation
✨ User Experience
This event is about celebrating ideas, sharing knowledge, and showing how ServiceNow can drive both business impact and meaningful user value.
Come learn. Come support. Come get inspired.
Refreshments and bites will be provided.
And maybe next time… you’ll be on stage.
Quarterly Goals Reset for Product Professionals
One of the most valuable parts of this community is the opportunity to think out loud with other product professionals. This session is built for exactly that.
As we wrap up the quarter, it’s a great time to pause and reflect. What’s on track? What needs adjustment? Where could a small shift create bigger impact?
Join fellow product professionals for a focused, interactive conversation designed to help you recalibrate for the next quarter. You’ll have the opportunity to share where you are, hear how others are thinking through similar challenges, and gain fresh perspective you can bring back to your team and organization.
We’ll gather at 8:00AM, with discussion starting promptly at 8:15AM.
📍 First Watch - 7227 N High St
Located in: The Shops at Worthington
Ample parking is available.
Food and beverages will be available for purchase.
Start your morning with clarity and connection — we hope to see you there! ☀️
Making Moves: Small-Group Coaching for Women in Product
## Hey Columbus WIP peeps!
## Are you ready for an event that actually gives you what you asked for??
**\-\-\-\-\-\-**
**A Small-group coaching conversations for women in product navigating growth, leadership, and career decisions.**
**March 10 \| 5:30–8:00 PM**
**Rev1 -- NEW SPACE**
**330 Rush Alley #100**
**Parking Options:**
• **Rev1 at The Peninsula**
• **Starling St. Garage South** – 377 W. Capital St.
• **LAZ Parking (COSI)** – 50 Belle St.
• **LAZ Parking Limited** – 375 W. State St.
• **Veterans Memorial Lot** – 300 W. Broad St.
• **Metered Street Parking**
**What moves are you making?**
A promotion you’re working toward.
A role change you’re considering.
A bigger leadership opportunity.
A conversation that needs to happen.
A decision that’s been sitting in the back of your mind.
For our Q1 Women in Product Columbus event, we’re creating space to actually work through those moments.
**Making Moves** is an evening of focused, facilitated coaching conversations with experienced mentors from our local product community. This isn’t a panel. It’s not passive networking. It’s small-group dialogue designed to be thoughtful, practical, and worth your time.
Here’s how it will work:
• You’ll choose a topic that reflects what you’re navigating right now
• You’ll join a small coaching circle (5–7 participants)
• Each circle is led by a mentor who has lived experience in that area
• We’ll run two rounds so you can go deeper or explore a second conversation
### Coaching Topics:
• Communicating the Value of Your Work (or Team)
• Career Transitions & What’s Next
• Growing Into Leadership
• Staying Relevant as Technology (and AI) Changes
• Getting Alignment and Decisions from Leadership
Our goal is simple: you leave with clearer thinking, practical perspective, and at least one next step you feel confident about.
Space in each circle will be limited to keep conversations meaningful.
If this sounds like the kind of room you’ve been wanting to be in, we’d love to see you on March 10.
RSVP here! [https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event](https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event "https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event")
*And if you haven't joined the WIP group - do that too, would ya?!?!*
—
Your Columbus Chapter Leads -
Amber, Leah and Liz!
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
FREE meetup. Register HERE 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
**Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies in Self-Directed Accounts**
**Featuring Guest Speaker:** Amanda Holbrook (Specialized Trust Company)
**Hosted by:** Columbus Investors Club
### **Event Description**
Most people think retirement accounts are passive.
That they’re “for later.”That you can’t touch them. That real estate and retirement money don’t mix.
They’re wrong.
This meetup is about how investors use **Self-Directed IRAs and Solo 401(k)s** to put retirement capital to work…**buying real estate, funding deals, and even raising private money** (the right way).
### **Featured Guest Speaker: Amanda Holbrook**
We’re excited to welcome **Amanda Holbrook of Specialized Trust Company** to break this down clearly and practically…so you understand what’s allowed, how it works, and what to avoid.
### **What You’ll Learn**
Amanda will walk through:
**Flip inside a Self-Directed IRA or Solo-401(k)**
* How to structure the deal correctly
* How expenses must be handled
* When UBIT may apply
**Wholesale within a retirement account**
* How assignments work
* What type of income it creates
**Use OPM (Other People’s Money) to scale**
* How investors raise private money from Self-Directed IRAs
* How to structure notes properly
* How to fund deals inside **and** outside your own retirement account
### **The Core Idea**
There is a lot of capital sitting in retirement accounts.
This session shows you how real estate investors unlock it **without guessing, winging it, or accidentally creating a compliance mess.**
### **Who This Event Is For**
* Investors flipping or wholesaling who want to understand self-directed rules
* Anyone raising private money (or wanting more capital sources)
* People with retirement funds who want them working harder than stocks/mutual funds
### **Event Details**
**Location:** Ohio Brewing Company – 421 E 2nd Ave, Columbus, OH 43201
**Date & Time:** Thursday, March 26th, 6–8 PM *(Doors open at 5:30)*
**Cost:** Free *(Seats are limited — RSVP required)*
**Food:** Free food included
**FREE meetup. Register HERE** 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
*Disclaimer: This event is for educational purposes only and is not legal, tax, or investment advice.*







