Annual School Session Course: Effective Use of Technology at Community Banks and Transformational Growth
EDI Course: Understanding Customer Relationships & Strategic Analysis of Physical, Mobile & Other Delivery Systems
A dynamic and engaging presenter, David has performed thousands of presentations and led dozens of strategic planning sessions and workshops for both financial institutions and FI service providers. He has been a featured keynote speaker for numerous associations, banking schools, and industry trade groups, including ICBA, NACHA, BAI, and GSBC as well as numerous state and regional associations across the country.
As a seasoned entrepreneur and thought leader, he is frequently published in regional and national publications on a wide range of electronic banking, virtual branch, payments and strategic thinking topics. He authored Grounded, a book focused on leaders making good decisions in a crisis, which was published in May of 2016.
David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was also the original founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions, where he was instrumental in establishing electronic banking and payment systems for commercial banks both in the U.S. as well as throughout Latin America and the Caribbean.
David previously served as Executive Vice President for Q2, a virtual branch software provider where he focused on enterprise-wide strategic initiatives, product direction and executive consulting. He remains active in U.S. payment virtual banking initiatives, serving on the Boards of Citizens Community Bank based in Valdosta Georgia, PaymentsFirst, a regional payment association based in Atlanta Georgia that serves over 800 members and ArgosRisk, a business health tracking service provider, based in Minneapolis Minnesota.