Recent Speaking Engagements

  • "The Purchase & Risk Management of BOLI In Turbulent Economic Times" - VA Bankers Association, Glen Allen, VA.
  • "Current Developments Affecting the Purchase & Risk Management of BOLI" - The OCC, Washington, DC.
  • "The Purchase and Risk Management of BOLI in the Current Economic Climate" - West Virginia Bankers Association, Charleston, WV
  • "Purchase and Risk Management of BOLI" - Massachusetts Bankers Association, The New England Conference, Rockport, ME
  • "Purchase and Risk Management of BOLI" - Virginia Bureau of Financial Institutions, Richmond, VA
  • "Financial Accounting for Banks with Benefits & BOLI" - BDO Seidman, LLP - Financial Institutions Industry Webex
  • "The Effect of Section 409A on COLI & BOLI" - Tax Section, American Bar Association in Washington, DC
  • "The Purchase & Risk Management of BOLI" - Bank Financial Managers Forum in Bonita Springs, FL
  • "12 Common Misconceptions Bankers Have About the Purchase and Risk Management of BOLI" - Conference of State Bank Supervisors Annual Meeting and Conference in San Antonio, TX
  • "Executive Compensation for Community Bankers" - Tax Section, American Bar Association in Boston, MA
  • "Split-Dollar Wrap-Up" - Tax Section, American Bar Association in Orlando, FL
  • "Executive Compensation and BOLI" - Mid West Bank Regulators Conference, Springfield, IL
  • "Split-Dollar and BOLI" - Insurance Institute for the Federal Reserve, Boston, MA
  • "Compensation Practices in the Community Bank Market" - North Carolina Bankers Association in Pinehurst, NC