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5 Blog Posts
May 10, 2021

The past year has been full of challenges, trials, and major shifts in the political and economic landscape, from the onset of the COVID-19 pandemic to the tumultuous 2020 election season and the beginning of a new administration. Many of these developments have brought renewed attention and scrutiny to long-standing debates within the financial services profession on subjects from regulation to effective service models in an increasingly digital environment.

OneAmerica American College White Paper
Jul 20, 2020

At the outset of the COVID-19 crisis, Scott Davison and I connected by phone as we do each Tuesday evening. The circumstances of that conversation were surely jarring. COVID-19 was spreading across America, but with no visibility on the virus, we didn’t know how wide-ranging the tragedy had become.

Racial Injustice Cannot Continue
Jun 02, 2020

George Floyd couldn’t breathe, and yet it continued. Racial injustice has followed that playbook for decades. No matter the statistics or the screams for help, it always continues. So, why should what happened on that Minneapolis curbside come as a surprise to anyone?

financial literacy month The American College of Financial Services
Apr 20, 2020

The American College of Financial Services seeks to remain a strong financial literacy advocate and thought leader in the days, weeks, months, and years ahead. I sat down for a discussion about what financial literacy means to The College’s future initiatives and me personally.

Poised Urgency Business Leadership
Mar 25, 2020

In my experience, many people don’t know how to properly comprehend or communicate urgency. It comes instinctively to some, but many professionals manufacture and mishandle it. To scale urgency across an enterprise, it’s important to think through why the instinct kicked in, how the message is delivered, and what steps should follow to keep the feeling flowing.