Transforming Professionals and Organizations With Everyday AI

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Real Experience. Real Work

Built from real experience applying GenAI inside banks and credit unions.

My work is grounded in real-world experience, industry trust, and a deep focus on practical GenAI adoption. I combine decades of banking and marketing expertise including:


  • AI faculty member at the American Bankers Association Stonier Graduate School of Banking and frequent speaker and trainer
  • AI faculty member at the Graduate School of Banking at the University of Wisconsin–Madison
  • Instructor at Madison College, teaching Everyday AI for professionals
  • Contributor to The Financial Brand, newsletters, and journals on GenAI and marketing content
  • National speaking engagements and public and private GenAI training
  • Nearly 30 years of experience across banking, fintech, marketing, and AI including degrees from UMass-Amherst MBA and Graduate School of Banking at UW-Madison


Trusted advisor and speaker for banks, credit unions, associations, leagues, and leadership teams.

Consulting

Responsible GenAI advising, leadership, and teaching for everyday work.

My consulting work focuses on helping organizations move GenAI from stuck to everyday use, responsibly. Not tomorrow with big moonshot ideas, but today with real life applications.


I work closely with executives and teams to identify where GenAI fits into everyday solutions and how to apply it responsibly to drive meaningful change.



The true GenAI revolution happens when responsible use is enabled at every desk. When employees are empowered with practical GenAI skills, they become more productive, more confident, and better professionals. Teams collaborate more effectively, and customers benefit.


Speaking

Keynotes, breakouts, and hands on learning to help audiences see GenAI success immediately.

I focus on how GenAI shows up in real work, real-world examples audiences can immediately apply. Through keynote presentations and breakout sessions, I help the audience understand what GenAI changes, where it adds value, and how to build momentum around everyday use.


These sessions can include:


  • Real-life GenAI video demonstrations using familiar workflows immediately applicable solutions
  • Hands-on, guided working sessions that turn ideas into action in real time
  • Executive-focused insights to help leaders drive adoption and lead change


High-energy, highly relevant sessions make GenAI practical, relatable, and immediately useful.

Training

My training builds real GenAI capability across teams, focusing on hands-on, responsible use that becomes part of everyday work.

My training focuses on building real GenAI capability across teams and organizations not just awareness. These sessions are hands on, practical, and grounded in everyday work, helping people develop the confidence and judgment needed to use GenAI effectively and responsibly. The emphasis is on building new habits so GenAI becomes part of how work gets done.


Training engagements focus on:


  • Practical, hands-on GenAI use tied to real roles and workflows learners can immediately apply
  • Building strong prompting, evaluation, and iteration skills for all level of learners
  • Reinforcing human judgment and responsible use at every step
  • Supporting train-the-trainer opportunities for long term scalable success
  • Giving executives the insight they need to power change management