11/13/2024 - The American Bankers Association is hosting their Ag Bankers in Milwaukee, and I'll be sharing insights on how to get started with gen AI. 

Click here to learn more.

ABA Annual Ag Conference

11/6/2024 - Banks and credit unions need to understand how regulators view the application of gen AI tools. This article focused on my one-on-one discussion and provides actionable insights to help you think critically about your first steps with this transformational technology. 

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Published in The Financial Brand

10/18/2024 - Understand and apply actual, real world prompts to dramatically become more productive with gen AI tools. 

Click here to read the article. 

Published in The Financial Brand

9/23/2024 - My article explores the emerging threat of AI voice cloning and its impact on customer verification processes. As AI technology can now convincingly mimic human voices, fraudsters are better equipped to bypass traditional security measures. The article emphasizes the urgency for financial institutions to adopt more secure methods, such as One-Time Passcodes (OTP) sent via text or email, and highlights the solutions offered by companies like Novotta to enhance verification practices. It’s a wake-up call for organizations to adapt their security strategies in response to this sophisticated AI-driven risk. 

Click here to read the article.

Published in The Financial Brand

10/9/24 - Excited to be a guest panelist with some outstanding speakers. The conferencve was an excellent opporutnity to learn from and share insights with marketers from around the midwest. 

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Digital Marketing for Financial Services 

10/23/24 - Speaking presentation helping bankers understand and learn everyday applications for gen AI. 

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Illinois Bankers Association

9/30/24 - Great to be onsite in Greensboro to speak and present everyday AI solutions for bankers. 

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North Carolina Bankers Association

9/18/2024 - My article on how businesses can navigate the rapidly evolving landscape of AI, particularly in marketing, in a way that’s both practical and safe. It addresses the fear and uncertainty surrounding AI adoption and offers actionable insights on how to manage risks, such as regulatory concerns and the need for human oversight. Contributors share valuable tips on starting with basic AI applications, updating company policies, and ensuring employees are trained and well-informed, making AI an accessible tool rather than a daunting challenge.

Click here to read the article.

Published in The Financial Brand

7/22/2024 - Dan Novalis, Chris Bates, and myself spend 45 minutes exploring all the easy and creative ways you can use ChatGPT to improve your marketing and content creation. Plus, some great bonus ways to supercharge your everyday use of AI.

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Click here to watch the video podcast.

7/1/2024 - Very honored to be recognized by Bank Beat! They have been writing about and supporting community banks for many years. To have their recognition with all the great things happening with AI means a lot. 

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Published in BankBeat

6/20/2024 - Prompts are the language of AI. If you take time to learn how to prompt, and stack prompts, you’ll find real magic with AI. Read the blog to help kickstart great results that will immediately transform how you work.

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Alkami Guest Blog Series

5/24/2024 - How do I get started is the most frequent question I get asked when talking about using AI. And it makes sense, ChatGPT, Gemini, and others solutions literally do not come with an instruction manual. This transformational technology requires some critical thought to get it off the ground, but then you’ll find it’s a rocket ship to greater productivity and creativity!

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Alkami Guest Blog Series

6/11/2024 - I joined the GAI Insights team to talked about AI. Loved the change of pace, talking to active users of gen AI solutions about automating marketing content. This was a great chance for some show and tell with more advanced applications!

Click here to watch the webinar.

GAI Insights Podcast

6/4/2024 - This webinar shared practical immediate uses to member bankers to help guide them through Gen AI solutions like ChatGPT, explaining its capabilities, key AI concepts, and practical applications such as crafting effective prompts, tailoring content for different audiences, creating financial materials, improving HR interactions, and upskilling with AI tools.

Learn more here.

12/11/2024 - AI has been the most rapidly adopted technology in human history, and organizations around the world are leveraging AI to become faster and more efficient. But what are you doing to learn and benefit from AI? If you haven’t dug in quite yet – don’t worry, we’ve got you covered.

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Graduate School of Banking at Wisconsin Online Seminar

4/15/2024 - I've reprised my everyday AI presentation to incorporate more insights on the regulatory environment, how to use Microsoft Copilot, and additional tips and tricks. You'll walk out of the breakout session ready to immediately use AI to be more productive and creative. 

Click here to learn more. 

The Financial Brand Form Breakout Session Speaker