Keynotes, breakouts, workshops, panels, and virtual sessions for financial services audiences who need to understand complicated compliance issues and would prefer to enjoy the experience.
What the audience gets
Strip out the jargon until the actual decision is sitting there in plain view.
Stories and plain language, so people can explain it after the slides are gone.
Everybody leaves with a question, a checklist, or a framework they can use the next morning.
If a session only proves the speaker knows a lot, it wasted an hour of everybody's life.
Formats
One big idea told through stories. Built to open a conference with energy or close it with something people repeat in the parking lot.
More specifics, more examples, more “here’s how this shows up in your shop.”
Less listening to me, more working the problem. Scenarios, discussion, and tools people leave with.
Useful when you want somebody who can turn a technical answer into language the whole room can follow.
Designed for a screen and a short attention span, not a stage talk crammed into a webcam.
The talks
Every one of these turns a complicated compliance issue into decisions people can actually make. The examples, stories, and emphasis get adapted to your room.
For the people who’ve been told “Compliance says no,” and the people tired of being blamed for saying it.
I translate UDAAP, fair lending, disclosures, endorsements, influencers, and targeting into the actual decisions marketers make every week. Along the way I hand out a few simple tests, including the Grandma Check, so teams can catch problems before a creative meeting turns into a deposition.
What separates a CRA program that looks thoughtful from one that looks like homework?
A former examiner’s plain-English walk through how CRA performance actually gets read, where institutions overcomplicate it, and the difference between “we did a lot of activities” and “we can explain our performance.”
Start with the question. Admire the spreadsheet later.
I give non-statisticians a clear way to understand the core fair lending question, what your data can and can’t tell you, where risk tends to show up, and how to know when you need a deeper look. No math degree required. Curiosity helps.
Stop building the marketing review file after the fact.
I show marketing and compliance teams how to document decisions while the work is happening, so the file makes sense to the people who made it, the people who approved it, and eventually the person examining it.
Your ad can be compliant and your marketing plan can still tell the wrong story.
I connect audience targeting, media placement, geography, and distribution to the bigger fair lending and redlining picture. I’m not trying to scare marketers out of marketing. I want teams to see where an ordinary growth decision can create a risk nobody intended, and ask about it before launch instead of after.
AI can draft the ad. It cannot accept responsibility for it.
The reward is obvious: faster drafts, more versions, cheaper testing. The risk is whatever nobody wrote down. I take the mystery out of AI in marketing and compliance by going back to something almost boring: accountability. Who prompted it? Who checked it? What did it use? Where did the output go? Who signed off? The tools are new. The need for a defensible process is not. Everybody leaves with the Same Rules for the Robot one-pager.
Customization
A good conference session sounds like it belongs at your conference.
Before I show up I want to know who's in the room, what they already know, what changed recently, what they're worried about, what your theme is trying to accomplish, and which question keeps coming up in your meetings. Then I shape the examples, the emphasis, the language, and often the opening around that room.
The regulation is the same everywhere. The people never are.
Planner kit
Once we're confirmed, you get a short and long bio, approved headshots, the session title, description, and learning outcomes, a stage introduction you can read as written, AV preferences that fit on an index card, promotional copy and social graphics, a direct line for logistics, and a post-session resource for your attendees.
Most importantly, fewer emails asking you things the packet already answered.
FAQ
Yes. The frameworks stay intact. Examples, emphasis, terminology, and audience interaction change with the room.
No. Some of my favorite rooms are mixed: marketing, leadership, operations, and compliance in one place, having to make decisions together.
Please. “Here’s what our people are struggling with” is a better starting point than choosing a title off a menu.
Yes. They’re the right call when a group needs to work through scenarios and apply a process, not just hear about one.
Yes.
Send them the one-sheet, or put us on a call before you commit. It’s easier to defend a decision you’ve heard for yourself.
My AV list fits on an index card and I answer emails.
No. I provide education, frameworks, and a professional perspective. Decisions specific to your institution belong with your own legal and compliance processes.
Booking
You don't need the whole session figured out. Tell me who'll be there, what they need, and when it's happening. We'll start there.
Not a form person? Email me directly