I am a bridge between key decision makers. For instance, C-suite executives at FinTechs and Financial Institutions.  In my role, I help other CEOs and industry leaders get smarter, faster, on strategic issues.

I delight in assisting business leaders to identify — and connect with — companies building compelling financial services products and applications.

I am a recognized thought leader.  Indeed, I regularly present on, speak to and write about emerging issues immediately relevant to executives & boards of directors.  

I have been invited to share my perspectives on the state — and future — of the financial industry at a number of conferences outside of the ones we host.  For example, at the Consumer Bankers Association’s CBA Live, the American Bankers Association Unconventional Convention, the Association for Financial Technologies annual Summit, FIG Partners CEO Forum and nCino’s nSight Conference.

In 2020, I Zoom’d with Crowe in support of webinars and virtual peer exchanges and joined Teams with Microsoft to look at how and where technologies like cloud, mobile, machine learning, AI and blockchain impacts financial services.

I have been included in articles on the Wall Street Journal, CNBC and various Business Journals and been interviewed by Nasdaq on its TradeTalk.  I’ve been a guest speaker at Georgetown University’s McDonough School of Business —talking FinTech for MBA students — and the Connolly Center for Entrepreneurship at Washington & Lee University to explore small business growth and creativity.  

The Robert H. Smith School of Business at the University of Maryland invited me to talk about the future of banking to MBA students while the University of Mississippi’s School of Business asked me to present on leadership and FinTech investments during its 18th annual Banking and Finance Symposium.

As the host of Looking Ahead, I help surface key industry and cross industry strategy issues for executive teams and their boards.  Filmed at Nasdaq’s MarketSite in Time Square, we offer industry trends and real life examples of corporate leadership with commentary from leading figures at public, private and non profit institutions.

As the CEO of one of the United States’ most trusted information resources to leaders of financial services companies, I consider myself especially fortunate to share my views on strategic, risky and potentially expensive issues like the ones below.


Oh, and I made a call on Zoom, pre-pandemic, that proved spot on

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