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Advisory, board, and speaking inquiries are welcome.

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Frequently asked

How do you work with organizations?
Through advisory engagements with founders, boards, and executive teams — on payments, AI, open banking, and enterprise transformation, from strategy through governed execution that shows up in revenue, margin, and resilience.
Do you take board seats or advisory roles?
Yes. I'm open to board service and early-stage advisory, partnering with founders, operators, and boards to build durable enterprise value. See Advisory & Boards for areas of interest.
What do you speak on?
AI value and governance, payments and open banking, and enterprise transformation — as keynotes, executive briefings, and panels. Recent engagements are on the Speaking page.
What is your background?
An enterprise operating executive in banking and payments, former Chair of the FDX Commercial API Task Force, and a Data & Trust Alliance contributor. I hold a PhD, MBA, and CFA, and teach at Duke Fuqua and UNC Kenan-Flagler.
How can I reach you?
The fastest way is email ([email protected]) or LinkedIn. Advisory, board, and speaking inquiries are all welcome.