A Trusted Advisor to Financial Institutions

Recent and Upcoming Speaking Engagements

  • April 2024:
    • 26: GSB: IT Management School, University of Wisconsin
  • July 2024:
    • 25: Advanced Banking School: Penn State University


    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.