A Trusted Advisor to Financial Institutions


Upcoming Speaking Engagements


 May 2014

14 - Virginia Bankers Association Operations and Technology Conference, Charlottesville

VBA Ops Conference

June 2014


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


GSB Webinar


6 - Call Center Strategies Webinar

Call Center Strategies


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


Risk and Security Management Conference

25 -  Indiana Bankers Association, Branch Strategy Workshop, Indianapolis 


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.