ABOUT US

-Executive Advisor​
-Strategy​
-Integration & Due Diligence​
-Finance​
-Conversion Balancing

Specialties:
Strategy execution, organization design, process improvement, project management, financial management, financial processes, systems evaluation, merger evaluation, merger integration, operational effectiveness & efficiency.​

-30+ years of banking & financial consulting experience​
-Worked 22 years for both community & multi-state regional banks in IL, WI, IN, & TN. Consulting work with community & regional banks across the country​
-Owner & President of GNA for past 19 years​
-Managed and/or advised on over 75 acquisitions including the integration of more than 45 community banks & non-bank subsidiaries​
-B.S. Finance, Marquette University​

-Led corporate restructuring for $5B bank generating $10 million in savings & resulting in a new organization structure for all 1,400 employees including executive management ​

-Implemented executive action process to improve earnings run rate $16 million for $7B bank​

-Managed treasury/cash management initiative for $2B bank yielding $2 million in pre-tax earnings​

-Consolidated financial operations & systems for $35B bank & 50B bank in 120 days​

-Facilitated & led numerous strategic plan & process improvement initiatives for banks of all sizes

-Executive Advisor​
-Strategy​
-Lending & Credit Administration​
-Independent Audit Reviews ​
-Risk Management​
-CDFI & Specialty Programs

Specialties:
Lending, Credit and Operations, Strategic Planning, Mergers & Acquisition Due Diligence, Enterprise Risk Management, Process improvement and Operational Efficiency.

-25+ years of experience with community & national banks.​
-Certified Enterprise Risk Manager (CERP)​
-Certified Commercial Investment Manager (CCIM)​

-Led due diligence team for multiple acquisition considerations of banks ranging in size from $500 million to $20B.​

-Managed integration of mortgage company for $180B bank​

-Oversaw transition & integration of core system for $40B bank​

-Facilitated & led strategic plan & process improvement initiatives for community and regional banks​

-Served as Enterprise Risk Manager for several community banks​

-Developed custom loan review software ​

-Created custom ACL/CECL reporting​

-CEO​
-Commercial​
-Leadership & Culture​
-Management & Board Evaluation​
-Organization Structure

Specialties:
Bank CEO, bank culture, bank strategy, strategy execution, organization design, commercial lending, commercial credit, process improvement, project management, financial management, merger evaluation, merger integration, branch management.

-25+ Years of banking & CEO/COO/CFO experience​
-Worked for community & multi-state regional banks in IN, MO, & AR.​
-CEO & President of $2 billion public multi-state bank​
-CEO & President of $500 million private bank​
-COO of $500 million public bank​
-CEO of $250 million dollar start-up bank​
-B.S. Accounting and MBA Finance, Butler University​

-CEO & President of $2B public multi-state bank – led integration of merger to grow bank by 33% while improving organic bank net income, margin, ROA, ROE, efficiency ration & credit quality​

-CEO & President of $500M private bank improving stock share value over $800% in 3 years & awarded ABA’s “Best Banks to Work” for in 2013 & 2015​

-Group President of $1.2B multi-state bank group as part of $125B bank – in 18 months improved performance from 4th quartile to 1st quartile​

-CAO & RFO of $7B multi-state bank region of $85B bank – Team member to evaluate all lines of business & recommend future structure, co-managed the restructure of commercial line of business across 13 state footprint​

-Deposit Operations​
-Treasury Services​
-Retail Operations​
-Conversions​
-Customer Experience​

Specialties:
Managing large teams, application software upgrades, mergers, acquisitions & core system conversions.

-30+ years of senior management & consulting experience​
-Highly successful Financial Services Senior Leader with a consistent track record of meeting & exceeding project goals​
-Foundational expertise in core banking​
-Knowledge principles of retail & commercial banking & cash management verticals

-Led several project initiatives for a large (FIS) Consumer Loan upgrade/modernization program for a top-15 US Bank. Organized program resources & tasks, aligned milestones & identified & managed critical path activities to successfully deliver the program’s overall objectives​

-Led several technology transformative initiatives for Fintech start-ups, community & commercial banks to deliver enterprise class, scalable core-as-a-service cloud solutions driven by an open banking API system​

-As Program Director of multiple implementation engagements, was the primary point of contact/escalation resource for all Client stakeholders; managed Executive sponsor expectations as well as the requirements of internal/external governing & oversight bodies. Developed strategies to drive “red” projects back to “green” while upholding stellar Client satisfaction statistics​

-Mortgage Banking Operations​
-Loan Process Improvement​
-Loan Operations​
-Project Management​
-Operations Leadership and interim management​

Specialties:
Loan operations, credit operations, interim management, process improvement, project management, operations leadership & performance metrics.

-35+ years banking experience​
-Leadership roles for multi-state regional & national banks​
-GNA interim executive manager for clients in mortgage banking & loan operations​
-Leadership of multiple bank wide regulatory & process efficiency initiatives​
-B.S. Finance, Northern Illinois University​

-Implemented LOS systems and centralized processing for $5B and $10B banks increasing efficiency, quality and service levels. ​

-Led loan conversion & integration of $5B bank & $50B bank.​

-Leadership role for bank wide strategic initiatives resulting in​ increased efficiencies and revenue for $5B bank. ​

-Commercial, consumer, and mortgage loan process improvement – multiple GNA clients from $700M – $10B.​

-Restructured loan operations for $100B bank resulting in increased efficiencies, quality and service levels.

▸Expertise:
Executive Liaison, Strategy, Integration and Due Diligence, Finance

▸Specialties:
Strategy execution, organization design, process improvement, project management, financial management, financial processes, systems evaluation, merger evaluation, merger integration, operational effectiveness and efficiency.

▸Experience:
-35+ years financial services and project consulting experience

-Worked for both community and multi-state regional banks in TN, AL, MS, PA, FL and the Depository —–Trust and Clearing Corporation, a global SIFMU utility serving post trade markets and financial services industry

-B.S. Business Administration, and MBA Finance, Christian Brothers University, Memphis, Tennessee

▸Accomplishments:

-Program Manager of Client Experience Transformation – led migration of 600 seat dual platform to a single cloud based contact center for global utility serving post trade markets in 7 languages

-Director of Enterprise Project Office – decreased project overhead expense by 52% and delivered a program of over 114 complex technology upgrades ($182.7 MM) for  $85 billion bank

-Member of the Merger Integration Leadership team in two interregional bank mergers led a virtual team of professionals in combining mortgage systems and sale of $24 billion agency servicing and provided oversight/tracking for HR systems selection and conversion for 40k+ employees

-Awarded Top Financial Services Project Management Organization and PMO of the Year Hall of Fame (2012) by the Project Management Institute (PMI)

-Global Call Center Manager of the Year, USA (2002) by International Call Management Institute (ICMI),  for innovation in integrating multiple customer channels

-Enterprise Program​
-Project Management​
-PMO Deployment​
-ITIL & IT Infrastructure​
-Business Continuity​
-Disaster Recovery​

Specialties:
Project management, information technology, facilities, strategic enterprise planning, general management processes & data center infrastructure projects.

-Leadership experience for 30+ years​
-PMO experience for 25+ years​
-Bachelor of Science in Business with a specialization in Project Management from Capella University​
-Advanced Masters Certificate in Project Management from The George Washington University​
-International Project Management Experiences (Canada & Romania)​

Managed multiple enterprise-level programs, including post-acquisition integrations & business transformation initiatives​

-Led the formation & development of multiple Enterprise Project Management Offices across multiple industries (technology, marketing, utilities, banking, insurance, & non-profits) ​

-Deployment of project governance & coordination with strategic enterprise planning & general management processes​

-Specialization in IT & data center infrastructure projects, as well as owner project management during large-scale construction efforts​

-Owner of business continuity & disaster recovery preparedness for multiple companies​

-Process improvement & enterprise tool rollout (ITSM service desk, records management, etc.)​

▸Expertise:
-Conversion Management, Process Reconfiguration, Third Party Management, System Implementation Projects, Data Center Experience

▸Experience:
-25+ years in financial institution technology transformation leadership
-20+ years in financial software industry & consulting
-B.S. in Psychology from Idaho State University with an emphasis in Finance and Marketing from Vanderbilt University
-Masters Certification in project management, George Washington University
Certified Project Management Professional

▸Accomplishments:
-Partnered with executive leadership team to provide full program oversight of full merger and acquisition effort combined with move to the IBS Platform
-Partnered with executive leadership team of a $10B banking holding company to plan the full collapse of 24 instances of the JHA Silverlake platform and full suite of surround products into one set of JHA products
-Program manager on full core transformation project to Corelation/Keystone. Partnered with executive leadership team to successfully implement new software platforms with significant process improvement initiatives and tracking.
-Program manager on full core transformation project to Fiserv/DNA. Provided oversight to net new concurrent key eco-System implementations including Fiserv/Nautilus, Fiserv/Credit Card Manager, Fiserv/Architect Digital Channel, and CRIF Action Consumer Loan Origination.

▸Expertise:
-Human Resources, Culture, Leadership Development

▸Experience:
-15+ years Human Resources experience in Financial Services
-Senior Executive leading change for growth-oriented organizations, including strategic planning, workforce and organizational design, talent management and Diversity, Equity and Inclusion (DEI).
-Advocate of effectively challenging the status quo to drive meaningful results. Recognized as a thoughtful, inclusive and poised data driven leader. Ability to quickly connect business problems with HR solutions.
-Professional in Human Resources (PHR)

▸Accomplishments:
-As EVP of Human Resources for a $3 billion full-service commercial bank, was responsible for departmental strategic oversight and leadership. Spearheaded working group to develop post-Covid19 operating model, led through a Human Resources Management system conversion and managed all executive compensation plans and agreements.
-Oversaw a major organizational redesign as SVP for a Regional Bank, ($150B), realizing a $9.6 million annualized cost save. Top graded 28 producers within the commercial bank and instituted a new performance management process by partnering with COE stakeholders.
-Provided consultation to executives in both Consumer and Corporate Lines of Business, to ensure objectives were met and aligned with human capital.
-Community enthusiast, currently serving as the DEI board co-chair for PENCIL, a nonprofit organization that links community resources to Metro Nashville Public Schools.

-Financial Automation​
-Reporting/Profitability Models-Templates​
-Financial Forecasts​
-Financial Modeling​
-Conversion Balancing

Specialties:
Forecasting, modeling, profitability, planning & budgeting analysis, peer analysis, merger & acquisition analysis.​

-20+ years in financial institutions & conducting financial analysis​
-B.A. in Physics from Colorado College​
-M.B.A with an emphasis in Finance and Marketing from Vanderbilt University​
-Selected as on of Memphis’ “Top 40 under 40” by the Memphis Business Journal in 2007​

-Designed financial forecast model running 36 unique financial scenarios with 3-5 years result summaries in less than 4 hours for $2 billion bank during the great economic recession.​

-Designed 10 automated conversion balancing tools that run in minutes to balance system to system to general ledger. Clients balance their core conversions in less than 2 hours with these tools.​

-Designed & ran numerous 5 years strategic plan financial models, Excel based management reporting decks, daily interest trend tools, forecasting tools, branch/market/product profitability tool, and M & A scenario analysis. All tools integrate with bank data sources & can be run internally in minutes.​

-Prepares end to end process mapping on numerous process improvement engagements.​

-EPMO, PMO​
-Project Manager​
-Merger Integration​
-Conversions​
-Process Improvement​
-System Implementation

Specialties:
PMO design, build, & operations, project & program management, technology implementation, mergers & acquisitions, and reporting.

-8 years in Banking​
-Certified PMP with experience leading at all levels of an organization​
-Successful track record of meeting & exceeding project goals​
-B.S. Financial Counseling & Planning Purdue University, West Lafayette, Indiana​

-Developed Enterprise PMO & built supporting infrastructure, including reporting for a $12+ billion, publicly traded bank​

-Led over 20 system implementations/conversions including online banking system conversion (retail & commercial), contact center system, and core system upgrades​

-Experienced leader in merger integration & system conversion efforts​

-Strategic planner with proven flexibility & adaptability when working through periods of organizational growth​

-Business Management​
-Team Development​
-Hiring & Training​
-Business Planning & Development​
-General Manager​
-New Store Openings​
-Client Experience Leader

Specialties:
Business management, team management & development, hiring & training, recruiting, team onboarding, leadership development, planning & scheduling, payroll management, business planning & development, people development, customer experience, KPI tracking.

-10+ years in building & managing effective & efficient teams in various retail industries.​
-Opened & managed two multi-million dollar luxury beauty locations in Southern California.​
-Licensed Realtor in the State of California.​
-B.S in Retail & Consumer Sciences with a minor in business from the University of Tennessee in Knoxville.​

-Hired, recruited, trained, & managed over 100+ employees ranging from Assistant Store Manager positions, mid-level managers, to frontline employees in $5+ mil retail locations.​

-Designed & implemented hiring, training, & accountability materials for new store openings & general management guidelines for the Southern California district (6 locations).​

-Conducts/participates in New Store Opening Projects: managing entire opening timeline, operations, branding, store/team level marketing, new hire training, weekly/daily meetings to ensure all timelines are being met etc.​

-Received consistent “highly successful” results placing #1 & #2 top performing store in the Southern California district. ​

-Commissioned National Bank Examiner (OCC)​
-Chief Operating Officer​
-Chief Credit Officer​
-Chief Risk Officer​
-Enterprise Risk Management​
-Director of Treasury and Asset/Liability Management​

Specialties:
He has more than 40 years experience in the financial services and regulated electric utility fields with roles at levels from Executive to functional. Tom has served in numerous key roles over the years for multi-billion dollar commercial banks. He positively manages the balance between risk and growth of a financial institution.

-40+ years in financial services and regulated electric utility fields​
-Manages and directs due diligence and merger integrations​
-Serves as liaison with regulatory agencies​
-Former OCC Examiner, COO, CCO, & CRO for multi-billion dollar commercial banks​

-Successfully directed active acquisition programs using a comprehensive & analytical due diligence modeling to identify & evaluate potential targets.​

-Served a key role managing the stabilization & rapid rehabilitation of a failing, publicly traded bank. Responsible for the oversight & development of effective audit & control procedures, as well as serving as liaison with regulatory agencies. The bank successfully returned to performing with his assistance. ​

-Served as the Director of Treasury & Risk Management for Southwest Power Pool utility services. The organization is responsible for overseeing the power grid & wholesale power of more than 14 states. He gained knowledge & skills managing the interest rate risk, liquidity positions, & the support of an investment portfolio.​

​

-Profitability, Planning and Forecast Reporting and Modeling​​
-Loan on-boarding Process Review and FASB cost calculations​​
-Financial Organizational Reviews​​
-Financial System Evaluation

Specialties:
Reporting systems for financial institutions, data analytics, financial modeling, finance organization processes and transformations, profitability, and planning & forecasting.

-30+ years in financial services industry​​
-VP of Finance for $5 billion institution, Profitability Practice Lead for Axiom Software Professional Services ​​
-B.S. in Accounting – Northern Illinois University​​
-M.S. of Corporate Finance – Northern Illinois University​​
-Certificated Public Accountant exam 1985​​
-Graduate School of Banking – University of Wisconsin Madison​

-Championed the implementation of a financial planning, forecast, and reporting solution at a $5 billion institution. Implementation resulted in greater department efficiencies and reduction of finance costs.​​

-An architect of the Axiom Customer Account Profitability and Costing solution.​​

-Was the lead consultant and project manager for implementations of reporting and planning systems at banks and credit unions during past 10 years of consulting. Led team of 3-5 team members.​​

-Performed multiple profitability analysis of product portfolios and channels​​

-Finance liaison for regional bank core conversion.​