Past
Engagements
A Who's Who List of
Speaking Clients
Includes....
Academy of Financial Services
Accredited Investors
Alabama Utilities
Allianz Life
Amedisys Incorporated
American Agriculture Industry
American Capital Strategies
American Institute of Certified Public Accountants
American Society of CLU & ChFC
American Stock Exchange
American Truck Dealers Association
Ameriprise
Ameritus/Acacia Group
Ameritas Investment Corporation
Arkansas Bankers Association
Association of High Technology
Distributors
Association of Non-Woven Products
Atlanta Society of Certified Financial Planners
AXA Advisors
AXA Financial Distributors
Bancorp South
Bank of Ireland
BKR International
Broker Dealer Financial Services Corp.
Building Contractors Association of New Jersey
Canadian Association of Insurance and Financial Advisors
Capital Financial
Capital Resource Advisors
Caterpillar Investments
Chartered Financial Analyst Society of Atlanta
Capital Resource Advisors
Capitas Financial
Carter Financial Management
Chicago Teachers Retirement System
Citi-Corp
Citigroup
Colorado Public Pension Conference
Commercial Finance Association
Commercial Food Equipment Service Association
Community Bankers of Iowa
Community First Bankshares
Commonwealth Bank Group (Australia)
Curian Financial
Dallas Association of Financial Planners
Dayton Securities
Delaware Investments
Driehaus & Co.
Duplantier, Hrapmann, Hogan & Maher, LLP
Eastern Association of Colleges & Universities Business
Edison Electric Institute
Enterprise Funds
GE Capital
Fenimore Asset Management
Financial Advisors Magazine
Financial Industry Conference Planners
Financial Industry Conference Planners
Financial Planning Association of Atlanta
Financial Planning Association of Australia
Financial Planners Association of Baltimore
Financial Planning Association of Boston
Financial Planning Association of Illinois
Financial Planners Association of Michigan
Financial Planners Association of Ohio
Financial Planners Association Philadelphia Tri State Area
Financial Planning Association of New Zealand
Financial Planning Association of Pittsburgh
Financial Research Associates
First Global
First Union Securities
FiServ Le Mans
Franklin Templeton
Georgia Society of CPAs
Government Financial Officers Association
Graduate Banking School of the South
Gulf South Banking Conference
Hancock Bank Economic Symposium
Health Insights
Healthcare Industry Distributors Association
Henry Schein
Holmes Murphy
Hospitality Asset Managers Association
Howard County (MD) Government Retirement System
Humana
Illinois Bankers Association
Illinois CPA Society
Illinois Public Retirement Systems
Independence Investment Associates
Independent Sealing Distributors
Industrial Asset Management
Information Management Network
ING
Insight 2000
Intel Corporation
Institute for Certified Financial Planners
Institute for International Research
International Association of Employee Benefit Plans
International Factoring Association
International Group of Accounting Firms
INVESCO
Investment Management Consultants Association
Investment Management Institute
Investment Performance Services
Investment Program Association
Iowa Bankers Association
J.P.Morgan
Jackson National Life
John Hancock & Co
Kansas City Life Insurance Company
Kansas Public Employees Retirement Systems
Kentucky Society of CPAs
Lifemark Inc.
LIMRA International
Lincoln Financial Advisors
Louisiana Bankers Association
Louisiana Graduate School of Banking at LSU
Louisiana Graduate School of Banking at LSU
Louisiana & Mississippi Credit Unions
LSU Banking School
Louisiana Press Association
Louisiana Publishing Group
Louisiana Society of CPAs
Lourdes Hospital System
Lowe, Brockenbrough & Co.
M3 Financial
Management Circle Inc.
Maryland Society of CPAs
Massachusetts Bankers Association
Massachusetts Consolidated Retirement System
Massachusetts Public Pension Conference
Material Handling Equipment Distribution Association
Mellon Asset Management
Mellon Financial
Merck
Mercury Financial Group
Michigan Public Employees Retirement System
Michigan Society of Certified Financial Planners
Midland National
Midwest Health Commercial Financial Associates
Million Dollar Round Table
Minnesota Society of CPAs
Mississippi Bankers Association
Mississippi Economic Development Council
Mississippi Power Company
Mississippi Public Employment Retirement System
Mississippi Young Bankers
Missouri Association of Public Employee Retirement
Missouri/Kansas Bankers Association
Missouri Society of CPAs
Money Watch Live
Morgan Stanley
Murphy Oil
Mutual Service Corporation
NASDAQ
Nassau Association of Insurance and Financial Advisors
National Alcoholic Beverage Control Association
National Association of Food Equipment Manufacturers
National Association of Government Deferred Compensation Administrators
National Association of Homebuilders
National Association of Personal Financial Advisors
National Association Philadelphia Tri State Area
National Association of State Retirement Administrators
National Association of State Treasurers
National Association of Treasurer’s for Religious Organizations
National Bankers Association
National Conference of Teacher Retirement Systems
National Pre-Retirement Education Association
National Rural Utilities Cooperative
National Tax Shelter Accounts Association
Nationwide Financial
Nationwide Insurance
New Jersey Carpenters Association
New Mexico Bankers
New Orleans Saints
Non-Woven Textile Industry
Nordea Investment Management
North Carolina Insurance Conference
NYU Real Estate Conference
Offshore Marine Service Association
ONESCO
Opal Financial Group
Outdoor Advertising Association of America
Phelps Dunbar, LLP
Philips Medical Systems
Phoenix Contact
Pitcairn Financial
Portland Cement Association
Premiere Lease Loan Services
Prudential Insurance Company
Prudential Investment Management
Public Pensions Online
Quachita Independent Bank
Recreational Vehicle Association
Robert Baird & Co.
SCANA Corporation
Sisterhood of Shir Chadash
Securian Financial
SmithBarney
Society for Financial Service Professionals
South Dakota Bankers Association
Southern Arkansas University
Southern Economic Development Council
Southern Employee Benefits Conference
Southern Companies
Stable Value GIC Association
State Farm
Sunlife/Clarica
T. Rowe Price
Tag & Label Manufacturer’s Institute
TD Waterhouse
Tennessee Valley Association
Texas Association of School Administrators
Texas Municipal Employees Retirement System
Texas Public Employment Retirement System
The Association of Home Office Underwriters
The Boston Company
The Common Fund
The Institute for Certified Financial Planners
The Legend Group
The Newport Group
Tin Can Manufacturer’s Assocation
Transamerica
Travelers Life & Annuity
UBS/Paine Webber
Union Central Insurance
U.S. Department of Economic Development
University of South Carolina Board of Regents
ValMark Securities
Western Insulation Association
Western Pension Benefits Association
Woodmen of the World
World Water Park Association