Speech Topics and Previous Engagements
Commercial Lending
- Experian Vision 2014 Conference – The New World of Commercial Lending, Co-presented with Joanne Pollitt of CEB TowerGroup, Dallas, TX
FinTech Strategies
- Finovate Spring 2017 – Commercial Lending Innovates, San Jose, CA
- Baker Hill Annual Client Conference 2016 – Fintech Lenders: Strategies to Compete or Partner, Indianapolis, IN
Loan Pricing
- Baker Hill Summit 2007 – Streamlining your small business loan origination process, Palm Springs, CA
Profitability Analysis
- Baker Hill Summit 2008 – The next advancements in statement spreading analysis, Ft. Lauderdale, FL
Risk Analysis
- Experian Vision 2015 Conference – Thinking Big – The CRO panel with Frost Bank and Susquehanna Bank, Washington, D.C.
- Experian Vision 2012 Conference – Monitoring a portfolio of small business owners – how it can indicate future commercial credit risk, Scottsdale, AZ
- Baker Hill Summit 2009 – Origination and Fraud; Lowering The Cost of Risk in Your Lending Process, Tempe, AZ
Portfolio Risk Management
- Baker Hill Summit 2009 – - Stress Testing Your Commercial Real Estate Portfolio, Tempe, AZ
Small Business Lending
- RMA Annual Conference 2014 – Model Validation for Community Banks, Moderator with First United Bank and First Virginia Community Bank, Washington, D.C.
- Experian Vision 2012 Conference – Small-business banking satisfaction – best practices in exceeding small-business owners’ banking expectations, Scottsdale, AZ
- Experian Vision 2010 Conference – The future of scoring in small-business renewals. A look at what trends are happening in small-business renewals, co-presented with Towne Bank, Phoenix, AZ
Underbanked Strategies
- CFSI Underbanked Financial Service Forum 2011 – Banking the underbanked small business owner, New Orleans, LA
- Experian Vision 2011 Conference – - The underbanked entrepreneur – reaching revenue and social returns in helping the underbanked become profitable small business clients, Hollywood, FL
Member Business Lending
- REACH 2016 – Updates on Member Business Lending, Las Vegas, NV
- Experian Vision 2012 Conference – - Member business lending – 2012 and beyond, Scottsdale, AZ
Project Management
- Baker Hill Summit 2006 – Successful project implementation best practices, Amelia Island, FL