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



    Consulting Services

    • Director Education
    • Strategic Planning Retreats
    • Core System Selection and Contract Negotiation
    • EFT: ┬áDebit and Credit Card Negotiation
    • Digital Platform Strategy and Tactics
    • Technology Strategy Development
    • Payments and Transaction Strategy Development
    • Disaster Recovery and Contingency Planning
    • Developing a Data Analysis Focus
    • Regulatory Examination Response and Mitigation Services