A Trusted Advisor to Financial Institutions


Upcoming Speaking Engagements


April 2014

23 – Oregon & Washington Bankers / Northwest Bank Operations School

 May 2014

13 - Graduate School of Banking, UW-Madison, Operational Due Diligence (Impact of technology infrastructure and contracts on mergers and acquisitions)


GSB Webinar

14 - Virginia Bankers Association Operations and Technology Conference, Charlottesville

VBA Ops Conference

15 - Indiana Bankers Association, Branch Strategy Workshop, Indianapolis

Branch Strategy Workshop

19 - Texas Bankers Association
Branch Strategy Workshop, Richardson


Branch Strategy Workshop

- Texas Bankers Association Branch Strategy Workshop, San Antonio


Branch Strategy Workshop

June 2014

6 - Call Center Strategies Webinar


Call Center Strategies


12 - California Bankers Association, Risk and Security Management Conference, Newport Beach


Risk and Security Management Conference



If you are looking for a dynamic speaker for your next meeting, please consider me. My presentations regularly receive the highest marks from my audiences, confirming my reputation as an excellent speaker and teacher on a variety of strategic, management, and technology topics.

I also serve numerous financial institutions as a trusted adviser in managing today’s regulatory and technology environment. As a consultant, I’ve worked with hundreds of financial institutions to create strategic plans that are blueprints for success, manage the selection and implementation of new technologies, and provide insight to streamline operations and reduce costs.

The combination of speaking and consulting is powerful.  Consulting engagements provide me with current, real world exposure to new technologies and new challenges.  In turn, my speaking engagements are fresh and relevant, providing ideas that help participants make a difference in their institution immediately.