A Trusted Advisor to Financial Institutions

Upcoming Speaking Engagements

  • July 2016
    • 27: Pennsylvania Bankers Association: Advanced Banking School, Penn State University
  • August 2016
    • 5: Kansas Bankers: CEO Conference, Colorado Springs
    • 11: Graduate School of Banking: University of Wisconsin
    • 13: Alabama Bankers: CEO Conference, Point Clear


    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.