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
‚ÄčFinancial 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
‚ÄčNon-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