AboutUs

About Us

Background

Specialized knowledge and technical skills backed by more than 32 years of experience in banking, financial
applications, software models, and consulting services with an emphasis on asset-liability management,
internal audit, investments, operations, profitability analysis and risk, and vendor oversight management..

Model Validation and Certification Experience

QRM                        BancWare 5.x        Bancware 4.x           OPS , PPS       Compass (PlanSmith)        Baker
Sendero SVAL         BPS/Album            ProfitStars                SRI VTEN        ZMFS                                 HNC/FTI
Foresight                  FIMAC                   Darling-BASIS           FTP                Vantage                            Olson
Bankers GPS           Wisdom                 R2Metrics                 ClearView        L360
P360                        D360                     Abrigo                       NXTsoft

Industry Participation

Author - Auditing and Validating Asset/Liability Management Models
Author - Internal Auditor Desk Reference 2nd Edition

Retired Board of Directors Member - Financial Managers Society (2008-2014)
Past Chair & Current Member- Financial Managers Society Risk Management/Internal Audit Council
(2008-2015, 2018-2021)
Financial Managers Society Top-Rated Speaker, seminar instructor and webinar instructor

Georgia Bankers Association Affiliate Member
The Institute of Internal Auditors Member

Editorial Advisor for the Internal Auditor Alert
BALM contributing author

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