Speaking · Keynotes · Moderation · Panels
Engaging. Practical. Actionable.
High-energy keynotes, general sessions, moderated conversations, panels, and executive retreats—grounded in real experience and built for the audience in the room, never recycled from the last one.
By the Numbers
- Experience
- 35 yrs
- Experience
- Best-selling author
- 3x
- Best-selling author
- Award winner
- 11x
- Award winner
- Social followers
- 12K
- Social followers
Engagements
Stages, Sessions, and Rooms She Has Moved.
Upcoming
- MBA School of Mortgage Banking II · Arlington, VAFacilitating the School of Mortgage Banking II course
- MBA School of Mortgage Banking II · OnlineFacilitating the School of Mortgage Banking II course
- AI in Residential Lending Webinar Series · OnlineThe "Agentic" Loan Officer – AI as a Co-Pilot
- mPowering You and MBA Annual · Chicago, ILAI readiness, leadership, and adoption for lenders
- IMN Mortgage AI Forum · Dana Point, CAAI in mortgage: strategy, governance, and execution
- AI in Residential Lending Webinar Series · OnlineIntelligent Document Processing (IDP) – Beyond OCR
- CU Conferences: Reaching Your Members in the 21st Century · Scottsdale, AZReaching members with AI-enabled service and lending
- AI in Residential Lending Webinar Series · OnlineAutomated Underwriting 2.0 – Income Analysis
- Mortgage Innovators ConferenceThe 4 Pillars of AI in Mortgage Lending
- MBA of Hawaii Annual Convention · HawaiiAI readiness for lenders: where to start and what to govern first
- MBA Education & MISMO · Virtual12-part AI education series for mortgage professionals
Past Speaking Events
- FHLB Cincinnati Conference · Cincinnati, OHAI readiness and governance keynote for member institutions
- IMN Non-QM Forum · Dana Point, CAAI and credit decisioning in non-agency lending
- NEXT Mortgage EventsWomen in mortgage technology
- Great River ConferenceAI governance workshop: policy, vendors, and accountability
- FL CUREN · FloridaCredit union AI adoption: fast wins, real guardrails
- NAPMW NationalEducation and training programming

Perfect For
- Industry and association conferences
- Executive strategy retreats
- Leadership on/off sites
- Board meetings & planning summits
- Corporate training
Signature talks
Talks Built for the Room — and the Work After It.
- Reimagine What’s Possible: Technology & AI Trends
- Ready for the Future? Unlock Productivity + Efficiency
- AI Without the Hype: What Companies Need to Know NOW
- The AI-First Organization
- Competing in a Sea of Technology Disruption
- AI as Your Competitive Advantage
- Win the Week: A Simple System to Plan, Prioritize, and be Productive
- All About Mentorship: Find One, Be One, Grow Faster Together
- The Leadership Shift: Your Voice, Your Journey
- Leverage Your PHEAR Advantage™ to Dream, Dare, and Do!
Request a date
Tell Us About Your Event.
Share your date, topic, and format. You will hear back with availability and a session outline tailored to your audience — usually within two business days.
Prefer to talk it through first? Book a 30-minute call.

More From the Stage
Short Clips From Recent Keynotes
Quick moments from recent sessions — full-length videos live on the videos page.
AI Readiness: What Lenders Keep Getting Wrong
MBA Annual 2025 · 3:43
AI Is Not Replacing Your People
CRP 2025 · 0:51
Bring This Energy to Your Next Event.
Keynotes, general sessions, panels, moderated conversations, executive retreats, and workshops — tailored to your audience and your agenda.
