I’m lucky to have the opportunity to speak at conferences and facilitate roundtables on a regular basis. Topics I’ve spoken about recently include:
- Technology, Delivery, and Payments Trends
- Core Transformation and the Vendor Marketplace
- Delivery Channel Transformation
- Technology Planning and Governance
- Payments and Delivery Planning
My perspective is based on my experience in the regional banking ($5B assets and up) and large credit union space as both a CIO and consultant. If you’re interested in having me speak at an event or facilitate a workshop, drop me a line using the contact form.
Recent Events
Credit Union Board of Directors Planning Retreat
Digital Transformation
November 2018
Digital sales and service trends, deposit account disruption, and four
delivery channel mandates financial institutions must address to realize
digital transformation.
Regional Bank Strategic Planning Retreat
Core Marketplace Overview
September 2018
Overview of core vendor marketplace for regional banks, including
domestic and emerging/international solutions and pros/cons of various
deployment models offered.
CUES School of IT Leadership
Strategic Disruption: What to Expect in Your Career Ahead
12 September 2018
Denver, CO
Strategic disruption and how CIOs can prepare. What executives believe
they are getting and not getting from their CIO and IT leadership teams.
Major Fintech Provider Sales Leadership Team
What’s Going on in Banking 2018
July 2018
Industry trends based on Cornerstone’s annual survey of banking industry
leaders; trends/influences impacting solution selections in regional
banks.
CUES School of IT Leadership
Strategic Disruption: What to Expect in Your Career Ahead
20 October 2017
Orlando, FL
Strategic disruption and how CIOs can prepare. What executives believe
they are getting and not getting from their CIO and IT leadership teams.
Bank Director Bank Board Training Forum
Three Traits of Future-Ready Banks
26 September 2017
Atlanta, GA
Three traits of Future-Ready banks including process engineering vs.
brute force, development of a strategic data culture, and digital
leadership