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Executive perspective on payments, AI governance, open banking, transformation, and value creation.

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Publications

Getting Started with Open Banking — A Business Primer by the Financial Data Exchange (FDX)

Getting Started with Open Banking

A business primer for C-suite executives and boards on open banking, open finance, and customer-permissioned data sharing — co-authored and edited for the Financial Data Exchange (FDX).

August 2023 · 48 min read

More writing

The hidden dollar value of job choices

Translating the adjectives we use for jobs — “great culture,” “flexible,” “strong upside” — into real dollars with a conjoint tool that estimates what each trade-off is actually worth to you.

LinkedIn · July 2026 · 1–2 min read

Exponential Executive Productivity with the AI Flywheel

AI is compressing executive work — the real advantage isn't speed, it's delegating more, iterating faster, and focusing human energy on synthesis, judgment, and strategy.

June 2026 · 2 min read

Responsible Artificial Intelligence in Workforce Recruiting

Regions — Doing More Today · with J. Kosoff · 2022

AI and Machine Learning: Keys to a Better Customer Experience

Regions — Doing More Today · with J. Kosoff · 2021

Compete or Partner: Banks See Rise of FinTech Solutions

Banking CIO Outlook · 2017

The CFA Charter in Business and Banking

Bloomberg CFA Prep · 2017

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