About Us

Specialized knowledge and technical skills backed by more than 32 years of experience in banking, financial
applications, software models, and consulting services with an emphasis on asset-liability management,
internal audit, investments, operations, profitability analysis and risk, and vendor oversight management..
Model Validation and Certification Experience

QRM                        BancWare 5.x        Bancware 4.x           OPS , PPS       Compass (PlanSmith)        Baker
Sendero SVAL         BPS/Album            ProfitStars                SRI VTEN        ZMFS                                 HNC/FTI
Foresight                  FIMAC                   Darling-BASIS           FTP                Vantage                            Olson   
Bankers GPS           Wisdom                 R2Metrics
                ClearView        L360
P360                        D360
Industry Participation

Author - Auditing and Validating Asset/Liability Management Models
Author - Internal Auditor Desk Reference 2nd Edition

Retired Board of Directors Member - Financial Managers Society (2008-2014)
Past Chair & Current Member- Financial Managers Society Risk Management/Internal Audit Council
, 2018-2020)
Financial Managers Society
Top-Rated Speaker, seminar instructor and webinar instructor

Georgia Bankers Association Affiliate Member
The Institute of Internal Auditors Member

Editorial Advisor
for the Internal Auditor Alert
BALM contributing author









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Alpha-Numeric Consulting, LLC
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& Publications
Webinars, Seminars &
Industry Participation
Spotlight On
Auditing &
Validating ALM
Internal Audit Desk
Reference 2nd Edition
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