Speaking
I'm lucky to have the opportunity to speak at various industry functions. Here’s a sampling of recent events and topics. If you’re interested in having me speak at an event, drop me a line using the contact form.
Upcoming Events
GonzoBanker Credit Union CIO Roundtable
Spring, 2010 Conference
April 25-27, 2010
Scottsdale, AZ
I.T. cost savings opportunities, emerging technology trends
Agenda highlights are posted on the Cornerstone website
Past Events
BarCampBankCharleston
Industry and Technology Trends
February 27, 2010
Charleston, SC
Industry, payments, and delivery channel trends
GonzoBanker Credit Union CIO Roundtable
Fall, 2009 Conference
October 11-13, 2009
Scottsdale, AZ
Technology spending, information management, and alternative delivery channel risk management trends
Digital Insight Sales Team Meeting
Industry Trends and the Small Business Opportunity
August 26, 2009
San Francisco, CA
Industry and delivery channel trends, focused on Internet delivery to small business.
CUES TechPort: The Quarterly Slant
Quarterly Webinar
July 21, 2009
Webinar
Payments, project management, and enterprise fraud management trends
Virginia Bankers Association Technology & Operations Symposium
Building the Business Case for Technology in a Challenging Economy
May 19, 2009
Richmond, VA
Recent industry trends, technology trends, and best practices in technology project approval and justification.
GonzoBanker Credit Union CIO Roundtable
Spring, 2009 Conference
May 14-15, 2009
Webinar
Technology spending and staffing trends, social media trends, impact of corporate CU issues
Association of Credit Union Senior Officers
Delivering Services to Generation Now
March 19, 2009
Burlington, MA
10 questions about anytime, anywhere member delivery including delivery channel preferences and features, social finance, and risk management.
Texas Bankers Association Technology & Operations Conference
Building the Business Case for Technology in a Challenging Economy
February 27, 2009
Austin, TX
Recent industry trends, technology trends, and best practices in technology project approval and justification.
CU InfoTech Conference
Emerging Trends in Technology and Delivery
November 15, 2008
New Orleans, LA
Industry and technology trends.
Digital Insight Sales Team Meeting
Mid-Sized Financial Institutions: Apocalypse or Opportunity?
November 5, 2008
Atlanta, GA
Industry and delivery channel trends, focused on Internet delivery.
GonzoBanker Credit Union CIO Roundtable
Fall, 2009 Conference
October 11-13, 2009
Scottsdale, AZ
Branch and alternative delivery trends, vendor management best practices, eco-friendly computing trends
Wisconsin Bankers Association Technology Conference
Building the Business Case for Technology in a Challenging Economy
September 24, 2008
Appleton, WI
Industry trends, technology trends, and best practices in technology project approval and justification.
Fiserv PIP Client Conference
The Need for Speed: Driving Efficiency in a Tough Market
September 22, 2008
Orlando, FL
Discussion of evolving customer expectations in speed and turnaround time, impact of speed on efficiency, top process improvement opportunities, and implementation strategies.
ABA Stonier Graduate School of Banking
Managing Technology for Success
June 14, 2008
Philadelphia, PA
Technology trends, overview of the core system vendor market, best practices and case study in system selection, and best practices in strategic technology planning.
ABA National Graduate School of Banking
Managing Technology for Success
June 16-18, 2008
Philadelphia, PA
Technology trends, overview of the core system vendor market, best practices and case study in system selection, and best practices in strategic technology planning.
CUES Webinar
Exploring the Mobile Banking Landscape
April 21, 2008
10 questions about anytime, anywhere member delivery focused on mobile delivery preferences and features, social finance, and risk management.
Examiners Interagency Group
State of the Vendor Market
March 17, 2008
Washington, DC
Discussion of core and Internet/mobile banking vendor marketplace and trends, recent product developments, and emerging risks.
Summit Western States User Group
R U RDY? 10 Questions About Anytime, Anywhere Member Services
March 13, 2008
Las Vegas, NV
10 questions about anytime, anywhere member delivery including delivery channel preferences and features, social finance, and risk management.
CUES CEO Network
R U RDY? 10 Questions About Anytime, Anywhere Member Services
November 6, 2007
Key Biscayne, FL
10 questions about anytime, anywhere member delivery including delivery channel preferences and features, social finance, and risk management.