AI is an amplifier, not a solution
Why AI programs stall, what being genuinely ready requires, and how to sequence data, process and governance so the technology has something solid to stand on.
Speaking & advisory
Straight talk,
on your stage
Thirty years inside financial services technology, mostly in the rooms where the decisions went wrong. I come prepared, I say the quiet part out loud, and I leave the audience with something they can do on Monday.
Talks I give
Every one of these is built from programmes I ran, not frameworks I read about.
Keynote · 30–45 min
Every transformation is a data transformation
Lessons from core system replacements and platform migrations: what actually breaks, when it breaks, and how to plan for it before it does.
Super teams, not superstars
Building technology organizations people refuse to leave: hiring, culture, and the moment you have to stop doing the work yourself.
Find your authentic voice
Confidence does not make you authentic. Courage does. For women moving into senior technology roles: visibility, voice, and leading as yourself instead of as a borrowed template.
“Tell me who is in the room and what you want them to leave thinking.”
I answer everything myself. No agent, no inbox triage.
Recent appearances
Press & elsewhere
LinkedInByline · 2026Wealth Management Midyear OutlookArticle · Feb 2026Wealth Solutions ReportPodcast · Apr 2026AI for AdvisorsPanel · 2026Wealth Solutions Report
Experience Is the Why. Tech Is the What.
Why signature experience is now the primary driver of enterprise value: “Wealth management isn't a tech business. It's a trusted relationship business. Tech, data, and AI are the what. Experience is the why.”
Why Most WealthTech AI Strategies Fail Before They Start
The four things that have to be true before AI is worth deploying: unified records, standard workflows, governance, then tools. “AI doesn't create leverage; it magnifies cracks that already exist.”
Advisor Tech Is Solving the Wrong Problem
Fifty-one minutes with Mark Heynen and James Cantwell on why platforms keep adding tools instead of removing friction, and why AI amplifies whatever is already there.
Connected Data Is the New Alpha
On the difference between integrated systems and connected data, and why clients can always tell: “you sense whether it is seamless or you sense that the seams are showing.”
How people use me
Keynotes
Main stage or plenary, 30–45 minutes, Q&A to follow.
Panels & fireside chats
I'll argue something. I don't do safe answers.
Board sessions
Half a day with directors and the executive team.
Mentoring circles
Small groups, senior women, honest conversation.
Start a conversation hello@churnispeaks.com