ABOUT US

▸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:
30+ years banking and financial consulting experience.
Worked 22 years for both community and multi-state regional banks in IL, WI, IN, TN. Consulting work with community and regional banks across the country.
Owner and President of GNA for past 19 years.
B.S. Finance, Marquette University

▸Accomplishments:

Managed and/or advised on over 75 acquisitions including the integration of more than 45 community banks and non-bank subsidiaries.

Led corporate restructuring for $5B bank generating $10 million in savings and 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 mgmt. initiative for $2B bank yielding $2 million in pre-tax earnings.

Consolidated financial operations and systems for $35B bank and $50B bank in 120 days

Facilitated and led numerous strategic plan and process improvement initiatives for banks of all sizes.

▸Expertise:
Integration, Strategy, Lending & Credit Administration, Loan Review, Risk Management

▸Specialties:
Strategic planning & execution, commercial loan & credit operations, merger integration, enterprise risk management, asset liability management, organization design, project management, process improvement, operational effectiveness and efficiency.

▸Experience:
25+ years banking and financial consulting experience.
Worked for both community and national banks. Consulting work with community and regional banks across the country.
Certified Enterprise Risk Manager (CERP)
Certified Commercial Investment Manager (CCIM)

▸Accomplishments:
Managed acquisition and integration of mortgage company for $180B bank.
Oversaw transition and full integration of new core system for $40B bank.
Led due diligence team for multiple acquisition considerations of banks ranging in size from $500 million to $20B.
Facilitated and led strategic plan and process improvement initiatives for banks of all sizes.
Served as external Enterprise Risk Manager for a number of community banks.
Developed custom loan review software and ALLL/CECL reporting for community banks.

▸Expertise:
CEO, Commercial, Leadership and Culture, 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.

▸Experience:
-25+ years banking and CEO/COO/CFO experience
-Worked for community and multi-state regional banks in IN, MO, AR
-B.S. Accounting and MBA Finance, Butler University

▸Accomplishments:
-CEO and President of $2 billion public multi-state bank – led integration of merger to grow bank by 33% while improving organic bank net income, margin, ROA, ROE, efficiency ratio and credit quality
-CEO and President of $500 million private bank improving stock share value over 800% in three years and awarded ABA’s “Best Banks to Work” For in 2013 and 2015
-COO of $500 million public bank and CEO of $250 million dollar start up bank
-Group President of $1.2 billion multi state bank group as part of $125 billion bank – in 18 months improved performance from 4th quartile to 1st quartile.
-CAO and RFO of $7 billion multi state bank region of $85 billion bank – Team member to evaluate all lines of business and recommend future structure, co-managed the restructure of commercial line of business across 13 state footprint.

▸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:
-30+ years banking experience.

-Worked for community, multi-state regional and national banks.

-B.S. Finance, Northern Illinois University

▸Accomplishments:
-Director of Loan Operations for $5B bank and $100B bank, 1 million loans, 200 FTE
-Senior Manager – Mortgage Banking Division – 16,000 loans, over $2 billion in assets.
-Managed operations conversion and integration of $5B bank and $50B bank
-Project leadership of multiple bank wide regulatory and process efficiency initiatives
-Project manager for multiple branch sales and acquisitions
-Managed the valuation, acquisition and sale of loan portfolios
-GNA interim manager for clients in mortgage banking and loan operations
-Commercial, consumer, and mortgage loan process improvement – multiple GNA clients from $700 million to $10 billion.

▸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

▸Expertise:
Enterprise Program & Project Mgmt, PMO Deployment, ITIL and IT Infrastructure, Business Continuity & Disaster Recovery

▸Specialties:
Program/Project Management, IT, Facilities, Strategic Planning

▸Experience:
-Leadership experience since 1984; PM experience dating to 1995
-Bachelor of Science in Business with specialization in Project Management from Capella University
-Advanced Masters Certificate in Project Management from The George Washington University
-Project Management Professional since 2003

▸Accomplishments:
-Managed multiple enterprise-level programs, including post-acquisition integrations and business transformation initiatives
-Led the formation and deployment of multiple Enterprise Project Management Offices across multiple industries (technology, marketing, utilities, banking, insurance and non-profits)
-Deployment of project governance and coordination with strategic enterprise planning and general management processes
-Specialization in IT and data center infrastructure projects, as well as owner project management during large-scale construction efforts
-Owner of business continuity and disaster recovery preparedness for multiple companies
-Process improvement and enterprise tool rollout (ITSM service desk, records management, etc.)
-International project management experience (Canada, Romania)

▸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:
-Deposit Operations, Treasury Services, Retail Operations, Conversions

▸Experience:
-30+ years senior management and consulting experience
-Highly successful Financial Services Senior leader with a consistent track record of meeting and exceeding project goals. Extensive experience managing large teams focused on application software upgrades, mergers, acquisitions and core system conversions
-Foundational expertise in core banking with additional knowledge principles of retail and commercial banking and cash management verticals

▸Accomplishments:
-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 and identified & managed critical path activities to successfully deliver the program’s overall objectives.
-Lead several technology transformation initiatives for Fintech start-ups, community and 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 and oversight bodies. Developed strategies to drive “red” projects back to “green” while upholding stellar Client satisfaction statistics.

▸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.

▸Expertise:
-Experienced in forecasting, modeling, profitability, planning and budgeting analyses, peer analysis, M&A analysis

▸Experience:

-20+ years in financial institution financial analysis

-Experienced in forecasting, modeling, profitability, planning and budgeting analyses, peer analysis, M & A analysis

-B.A. in Physics from Colorado College; M.B.A. with an emphasis in Finance and Marketing from Vanderbilt University

-Selected as one of Memphis’ “Top 40 Under 40” by the Memphis Business Journal in 2007

▸Accomplishments:

-Designed financial forecast model running 36 unique financial scenarios with three-to-five-year 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 and run numerous five-year 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 and can be run internally in minutes.

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

▸Expertise:
-PMO design/build/operations, project and program management, technology implementation, mergers and acquisitions, reporting

▸Experience:

-8 years in Banking

-Certified PMP with experience leading at all levels of an organization. Successful track record of meeting and exceeding project goals

-B.S. Financial Counseling & Planning Purdue University, West Lafayette, Indiana

▸Accomplishments:

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

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

-Experiences leader in merger integration and system conversion efforts

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

▸Expertise:
-Experienced in hiring & recruiting, training & onboarding, leadership development, planning & scheduling, payroll management, project management, business planning and development, people development

▸Experience:

-10+ years in building and managing teams in various industries.

-B.S. in Retail & Consumer Sciences with a minor in Business from the University of Tennessee in Knoxville.

-Licensed Realtor in the State of California

▸Accomplishments:

-Opened and managed two luxury beauty stores in San Diego, CA breaking the companies highest sales record on opening day.

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

-Designed and implemented hiring, training, and accountability materials for new store openings.

-Participates/Conducts New Store Opening Projects: managing entire opening timeline(store), operations, branding, marketing, training, weekly/daily meetings to ensure all timelines are being met, etc.

▸Expertise:
-Executive Liaison, Integration and Due Diligence, CCO, CRO, Commercial, Credit Administration

▸Specialties:
-Acquisition target identification, due diligence, merger integrations, credit support and administration, loan review, compliance and risk management, process improvement, examiner/auditor relationships, project management.

▸Experience:
-30+ years banking with COO/CCO/CRO experience
-Worked for both community and multi-state regional banks ($80B and $30B) in AR
-B.S. Economics, University of Louisiana of Monroe

▸Accomplishments:
-COO, CCO, CRO of $2 billion public multi-state bank – restructured entire credit process and culture, significant reduction in non-performing assets, management of two acquisitions, implemented PMO
-Director of mergers and acquisitions of $3.5 billion public AR bank that was acquired by $28 billion MO company. Commercial Loan Manager $30 billion bank.
-Oversight of and experience with M & A team leadership, compliance and risk management, collections and problem assets, credit due diligence, loan review, budget and forecasting and A/L management.
-Regional credit officer of $11 billion banking unit within large regional bank, $25 million in delegated lending authority.
-Manager of commercial, real estate, consumer and mortgage lending groups.
-Seven years regulatory experience.

▸Expertise:
-Financial Systems and Processes, Planning and Reporting, Profitability Analysis and Reporting, Conversion Balancing

▸Specialties:
-Profitability, funds transfer pricing, costing and cost allocations, financial reporting and planning solutions, process improvement, project management, and operational effectiveness and metrics.

▸Experience:
-25+ years banking experience
-15+ years software consulting in financial service industry
-Worked for multi-state regional bank
-B.S. Accounting, M.S. Finance, Northern Illinois University
-Graduate School of Banking and CPA Certification

▸Accomplishments:
-Profitability Practice Lead for Axiom Software Implementations, overseeing profitability implementations
-An architect of Axiom Customer Account Profitability and Costing solution and customer client solutions
-VP and Manager of Financial System and Reporting for $5 billion institution
-Performed multiple analysis of profitability of product portfolios and channels
-Project manager for clients’ system implementations
-Finance liaison for regional bank core conversion