A Trusted Advisor to
Financial Institutions
Advocating for community banks since 1985.
My business is quite simple. I help community banks make good decisions. I serve numerous financial institutions as a trusted advisor in managing today’s complex regulatory and technology environment. As a consultant, I’ve worked with hundreds of financial institutions to create strategic plans that are blueprints for success, to manage the selection and implementation of new technologies, and to provide insight into streamlining operations and reducing costs.
In addition to serving banks directly, my teaching and speaking on these matters is directly informed by field experience as an advisor, ensuring that my insights are fresh and actionable.
If you are looking for a dynamic speaker for your next meeting, please consider me. I speak to industry groups, Boards of Directors, staff meetings, even provide customer presentations. I also teach at various banking schools. 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.
If your interest is gaining insight into improving your bank, I am well suited to come alongside and help you identify challenges and opportunities to do just that. It is always my privilege to speak to prospective clients about their needs. Please reach out at any time.
Latest Newsletter:
February 2024: This month, a look at managing your core vendor relationship, and some thoughts on the (seemingly never-ending) scrutiny that OD/NSF fees are receiving.
Expiration Date Alignment: A Key Item When Negotiating Contracts
I spend a lot of time consulting on system selection, renewals, or re-negotiations. This includes core software, debit and credit card solutions, and of course digital platforms. Today more than ever you need an advisor in this arena to help you navigate the increasingly complex and vendor-biased agreements you will be asked to sign. I always focus on three broad areas:”
Consulting Services
Director Education
Strategic Planning Moderation and Development
Core System Selection and Contract Negotiation
EFT: Debit and Credit Card Strategy and Negotiation
Digital Platform Strategy and Negotiation
Payments and Transaction Strategy Development
Developing a Data Analysis Focus
Regulatory Examination Response and Mitigation Services
Testimonials
“We can always count on Trent to present forward thinking presentations to our bankers. We truly appreciate his willingness to work with our members to create customized presentations, complimented by his great insight.”
Lori Kalscheuer, Director-Education, Wisconsin Bankers Association
“Trent has presented sessions to numerous conferences for Nebraska Bankers Association over the past 15 years. His presentations are always energetic, informative, and up to date. Our audiences consistently give him high marks on evaluations, and we just keep bringing him back”
Ron Arrigo, Nebraska Bankers Association
“Our bankers look to Trent for current insight into important banking issues. We especially appreciate how versatile Trent is – he has spoken to our Technology Conference, our CFO Conference, and our Internal Audit school, always with high marks. Trent is professional, informative, and very easy to work with.”
Kathy Box, Texas Bankers Association
“Trent’s presentation at our annual convention was every bit as good as my colleagues in other states said it would be. While I haven’t done my electronic survey yet, I can tell from the personal comments I received from our attendees that they found his remarks very interesting and extremely useful. Definitely one of the favorites of the weekend!”
Pam Green, Maine Bankers Association