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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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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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