I speak on AI and the future of work for product and operations executives — grounded in two decades of domain depth across financial services compliance, technology, and risk.
The throughline across a decade of stages: how electronic communication keeps outrunning the rules built around it. Off-channel messaging, the compliance frameworks that let regulated firms adopt new technology instead of fearing it, and — most recently — what disciplined AI adoption actually looks like inside the enterprise.
My current work goes deep on Product in Acquisitions — a framework, a five-part article series, and a premium Claude plugin — turning hard-won operating lessons into a repeatable playbook for product leaders navigating M&A.
What I am speaking about
- AI and the future of work for product and operations teams
- Off-channel communications and the evolution of electronic recordkeeping
- Building compliance frameworks that enable new technology rather than block it
- Product in Acquisitions — leading product through M&A
Selected speaking engagements
- Smarsh Enterprise Connect — London, 2022 & 2023
- Smarsh Enterprise Connect — New York, 2022 & 2023
- Morningstar Investment Conference — 2015–2017
- TD Ameritrade — 2013 & 2014
Talks centered on the evolution of electronic communications, off-channel communications, and the development of compliance frameworks to enable new technology.
Formats
Keynote · Panel · Workshop (live and virtual) · Podcast guest
Listen & watch
- Morningstar 2017 — Social Digital Hub
- “What’s the Use Case?” — Compliance Podcast Network (April 2022)
- Following the Rules with Lucy McNulty — podcast guest (June 2022)
Book a talk
Planning a conference, internal session, or podcast? Book a conversation or request a current list of topics.