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Michael Sury
FP&A People

Michael Sury is the Managing Director of the Center for Analytics & Transformative Technology; and is an award-winning professor who has taught at both the undergraduate and graduate levels for over 15 years. Michael began his career working in technology in 1986, building AI programs and designing intelligent systems architectures at MCC—the noted R&D firm organized by tech heavyweights including Intel, GE, Microsoft, and AMD. Michael later worked for Lockheed Missiles & Space Co. on classified projects for the DoD’s Strategic Defense Initiative (SDI); and IBM, where he taught and implemented statistical process control (SPC) and real-time analytics for manufacturing engineering across the IBM PC production line.

After graduate school at the University of Chicago, he was recruited by Goldman Sachs & Co., and served in the firm’s Equities Division (Capital Markets and Equity Derivatives) and Vice President in the Investment Management Division (including serving on the PCS Asset Allocation Committee). He later led one of the nation’s top-ranked wealth management and institutional broker-dealer trading firms before ultimately selling his stake and entering academia. He has taught at the University of California, DePaul University, Santa Clara University, and now as a member of the faculty in the Department of Finance at the University of Texas. At UT, he serves as the Program Director of the Financial Analytics track within the MSBA program; is a McCombs Teaching Fellow; and serves on the Undergraduate Academic Program Committee, Rigor Committee, and the MSB Analytics Task Force.

He has delivered over 80 conference speeches in the US and internationally, and appeared on all four major networks (ABC, CBS, NBC, FOX) as well as in Bloomberg and CNBC for his insights and commentary on financial analytics and the capital markets.

Former #1 ranked US Wealth Manager (Wealth Manager Magazine, 2006, 2007), Top 10 Financial Advisor by Financial Advisor Magazine (2006), #2 Wealth Manager by Bloomberg (2005); prior to retiring from the financial services industry for academia in 2008.

Professional interests in Financial Analytics, Corporate Financial Planning & Analysis, Quantitative Investing, Strategic Asset Allocation, Global Portfolio Optimization, Manager Selection and Performance Measurement, and Special Situations/Restructuring.

 

LinkedIn profile: https://www.linkedin.com/in/michaelsury/

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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