A Trusted Advisor to Financial Institutions

Upcoming Speaking Engagements

  • March 2018
    • 2: Missouri Bankers: Technology Conference, Lake of the Ozarks
    • 6-8: Georgia Bankers: Operations/Technology Conference, Atlanta
  • April 2018
    • 12: Ohio Bankers League: Operations Conference, Columbus
    • 13: Graduate School of Banking, University of Wisconsin: IT Management School, Madison
  • May 2018
    • 17: Missouri Bankers Association: CFO Conference, Columbia
    • June 2018
      • 8: Massachussets Bankers Association: Annual Bank Technology and Retail Conference, Boxborough
    • July 2018
      • 19: Texas Bankers Association: Senior Management Summit, San Antonio
        • 29 thru August 3: Pennsylvania Bankers Association: Advanced Banking School, Penn State University


    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 advisor 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.