SCHEDULE A STRATMOR EXPERT TO SPEAK AT YOUR EVENT

STRATMOR Group can provide a top speaker to your most important company or association events and conferences.  Your organization can benefit from both our consultants’ experience and STRATMOR’s industry-leading benchmarking data.  There is no better team in the industry for informing and enlivening your event or conference.

 

Upcoming Speaking Events

  • January 2019
  • 2019 Colonial Sales Rally

    Sponsored By: The Colonial Companies
    Speaker: Garth Graham
    January 21, 2019
    10:15am - 11:00am
    Fort Worth, TX
    Description:

    Industry update plus whatever else is on Garth’s mind.

    MEET Our Speakers

    Marketing &
    Sales Strategy
    garth-graham

    Garth Graham
    Senior Partner

    Financial and
    M&A Strategy
    jim-cameron

    Jim Cameron
    Senior Partner

    M&A Strategy
    jeff-babcock

    Jeff Babcock
    Senior Partner

    Capital Markets
    rob chrisman_200x262

    Rob Chrisman
    Senior Advisor

    Mortgage Lending
    by Banks
    Finnegan-Photo

    Tom Finnegan
    Principal

    Enterprise Strategy
    Dr.-Matt-e1435176747323

    Matt Lind, PhD
    Senior Partner

    Enterprise &
    Product Strategy
    Lisa-Springer

    Lisa Springer
    CEO

    IT Advisory
    Operational Reviews
    len-tichy

    Len Tichy
    Senior Partner

    Benchmarking
    nicole-yung

    Nicole Yung
    Senior Partner

     

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    Past Events

    MBA Accounting and Financial Management Conference 2018

    Sponsored By: Mortgage Bankers Association
    Speaker: Jim Cameron
    Topic: Mergers and Acquisitions Outlook
    Speaker Date/Time:
    Monday, November 12th from 4:00 to 5:00 pm
    Description:

    STRATMOR Senior Partner Jim Cameron will serve as moderator in this session that will offer an overview of the different types of M&A transactions that have taken place in 2018, including an in-depth look at a recent transaction from both parties involved. More activity is expected in 2019 and beyond, especially as profit margins have tightened. With challenging financial results, it is only natural for lenders to re-think their business strategies and the best ways to ensure long term financial health and liquidity. Join Jim and his fellow panelists as they discuss such strategies as capital infusion through joint venture models, selling or buying a mortgage company, and other alternatives.

    MBA Accounting and Financial Management Conference 2018

    Sponsored By: Mortgage Bankers Association
    Speaker: Garth Graham
    Topic: Financing Fintech
    Speaker Date/Time:
    Tuesday, November 13th from 4:00 to 5:00 pm
    Description:

    STRATMOR Senior Partner Garth Graham will  moderate a panel discussing opportunities to digitally transform your operation at different price points, and how to justify the ROI. As the saying goes, “In a high volume market environment, we’re too busy for tech change; in a lower volume environment, we’re too poor.” But the Fintech revolution has already made its mark on the mortgage business. Will mortgage companies that do nothing be left behind?

    MBA 2018 Annual Convention and Expo: Rob Chrisman

    Sponsored By: The Mortgage Bankers Association
    Speaker: Rob Chrisman
    Topic: Is the Real Estate Brokerage Business Ribe for Disruption?
    Speaker Date/Time:
    Tuesday, October 16, 3:00-4:00 PM
    Description:

    The MBA’s Annual Convention & Expo is the country’s largest gathering of real estate finance professionals. In his session, “Is the Real Estate Brokerage Business Ripe for Disruption, and What Does this Mean for Lenders?” Rob Chrisman will discuss that while our industry’s C-suite has been focused on the digital mortgage revolution, the real estate brokerage business is showing signs that it too may be ripe for disruption. Learn how the latest developments could impact your primary referral source and your ability to be successful in a purchase market.  For more information, click here.

    MBA 2018 Annual Convention and Expo: Garth Graham

    Sponsored By: The Mortgage Bankers Association
    Speaker: Garth Graham
    Topic: Driving New Business Through Big Data and Predictive Analytics
    Speaker Date/Time:
    Monday, October 15, 2:45-3:45PM
    Description:

    The MBA’s Annual Convention & Expo is the country’s largest gathering of real estate finance professionals. In his session,” Driving New Business Through Big Data and Predictive Analytics,” Garth Graham will discuss how predictive analytics, big data and artificial intelligence can be used as tools to attract and retain customers, deepen relationships with current customers, and drive higher conversion on every new lead. For more information, click here.

    Digital Mortgage 2018

    Sponsored By: National Mortgage News
    Speaker: Garth Graham
    Topic: The Future of Fintech and Innovation in the Home Buying and Selling Ecosystem
    Speaker Date/Time:
    Tuesday, Sept.18th, 3:15 - 4:00 pm
    Description:

    STRATMOR’s Garth Graham will be a panelist on a panel addressing The Future of Fintech and Innovation in the Home Buying and Selling Ecosystem.

    Bay Area Credit Union Real Estate Network Meeting

    Sponsored By: Bay Area CUREN
    Speaker: Rob Chrisman
    Topic: What Industry Trends Lie Ahead
    Speaker Date/Time:
    August 16, 2018, 3:00 pm to 5:00 pm
    Description:

    Rob Chrisman, Senior Advisor with The Stratmor Group and mortgage banking’s favorite blogger and finance expert, will share his insights of what industry trends lie ahead.

    Innovation in Mortgage

    Sponsored By: Mortgage Innovation Council
    Speaker: David Moynan
    Topic: Industry Insights
    Speaker Date/Time:
    Wednesday, July 25th, 9:30 - 10:30 am
    Description:

    STRATMOR’s David Moynan will speak on disruptive market and technology forces at play in Mortgage and what lenders can do to innovate themselves; to make ensure they have the right people doing the right things at the right time in the right products.

    California MBA Executive Forum

    Sponsored By: California MBA
    Speaker: Jeff Babcock
    Topic: 2018 Paradigm Shift
    July 16-17, 2018
    San Francisco, CA
    Description:

    STRATMOR founder and Sr. Partner Jeff Babcock will speak about the 2018 Paradigm Shift: What are the new originator & management challenges in a rising rate environment?

    46th Annual Western Secondary Market Conference

    Sponsored By: California MBA
    Speaker: Rob Chrisman
    Topic: Secondary marketing perspectives and opportunities in 2018/2019 and beyond
    Speaker Date/Time:
    July 18, 2018 @ 7:30 AM to 8:45 AM
    Description:

    The California MBA’s 46th Annual Western Secondary Market provides timely and critical information, as well as valuable networking opportunities, to secondary market lending professionals and others mortgage lending executives. STRATMOR Senior Advisor Rob Chrisman will be moderating a breakfast panel that will offer perspectives on the product/investor market, lender pipeline selling strategies and  their views for opportunities in 2018/2019 and beyond.

    Achieving Leadership Excellence

    Sponsored By: Todd Duncan
    Speaker: Garth Graham
    Topic: Industry Trends and Economics
    July 8-13, 2018
    Kapalua, HI
    Description:

    STRATMOR Sr. Partner Garth Graham will speak at this week long conference consisting of high impact teaching from best selling authors and leadership experts. Todd and Deb Duncan. Strategies on how to build a high-performance sales organization while learning the trends and solutions around optimizing the customer experience.

    Private Client Advisory Board Meeting

    Sponsored By: Roostify
    Speaker: David Moynan
    Topic: “Over Buzzed – Under Disrupted"
    Speaker Date/Time:
    Jun 21, 2018
    Description:

    STRATMOR Principal David Moynan’s presentation, “Over Buzzed – Under Disrupted,”  focuses on the potential for “buzzword” technologies, e.g., to “disrupt” business-as-usual practices, processes and cultures within  in the mortgage industry.  David is a proven natural and innovative product leader with executive level experience in roles spanning Technology, Business and Sales – for companies ranging from start-ups to dominant internationals.

    2018 SummitX

    Sponsored By: SoftVu
    Speaker: David Moynan
    Topic: How to build an ‘innovation roadmap’ to sustain your purchase strategy
    Speaker Date/Time:
    June 13th at 10:20 am
    Description:

    SummitX builds on the last ten years of Summit innovation! In 2018, the use of technology makes it easier than ever to deliver a great digital experience for mortgage customers. STRATMOR Principal David Moynan’s presentation on “How to build an ‘innovation roadmap’ to sustain your purchase strategy” focuses on the need for continuous innovation to sustain a competitive advantage in purchase loan origination. David is a proven natural and innovative product leader with executive level experience in roles spanning Technology, Business and Sales – for companies ranging from start-ups to dominant internationals.

    2018 Housing Policy Council Annual Meeting

    Sponsored By: Financial Services Roundtable
    Speaker: Garth Graham
    Topic: Digital Mortgage
    Speaker Date/Time:
    June 12, 2018
    Description:

    HPC’s annual meeting brings together senior executives from HPC and FSR member companies along with notable speakers who will provide important policy analysis, knowledge and insights from Washington.  STRATMOR Sr. Partner will speak on the outlook and competitive impact of Digital Mortgage in one of several conferences breakout sessions designed to drill down on a wide variety of important topics.

    ACUMA Workshop

    Sponsored By: American Credit Union Mortgage Association
    Speaker: Rob Chrisman
    Topic: Current Mortgage Industry Environment
    May 22-23, 2018
    Charleston, SC
    Description:

    Rob Chrisman speaks about the current mortgage industry environment, including rates, regulation and key competitive trends. For more information, click here.

    Corporate Event – National Sales Meeting

    Speaker: Garth Graham
    Topic: Industry competitive outlook in a purchase environment coupled with the emergence of Digital Mortgage technology.
    May 7-9, 2018
    Plano, TX
    Description:

    At a large lender’s National Sales Conference, STRATMOR Senior Partner Garth Graham presents an in-depth, data-driven competitive outlook for the mortgage industry in the context of  a purchase market, Digital Mortgage technology and the growing importance of creating a superior “borrower experience” as a competitive success factor. Garth’s presentation includes a suggested roadmap for where a lender should want to be and how to get there.

    MBAG's 2018 Annual Convention

    Sponsored By: GA MBA
    Speaker: Rob Chrisman
    Topic: Current Mortgage Industry Environment
    May 3-6, 2018
    Destin, FL
    Description:

    Rob Chrisman speaks about the current mortgage industry environment, including rates, regulation and key competitive trends. For more information, click here.

    MBA Technology Solutions Conference & Expo 2018

    Sponsored By: MBA
    Speaker: Garth Graham
    Topic: Disruptive Possibilities of the Digital Evolution
    April 15, 2018
    4:30pm - 5:30pm
    Detroit, MI
    Description:

    MBA’s Technology Solutions Conference & Expo gets things started with a no-holds-barred conversation on the disruptive possibilities of the digital evolution, led by technology expert Garth Graham, Senior Partner at the STRATMOR Group. Bring your questions and phones to take part in this interactive session – you’ll leave with Graham’s five tips for making the most of digital technologies and a better understanding of what you need to do before you invest in any fintech product.  For more Conference information, click here.

    ABA Real Estate Lending Conference

    Sponsored By: ABA
    Speaker: Garth Graham
    Topic: Process Analytics for Better Efficiencies
    April 5, 2018
    10:30am - 10:38pm
    Indianapolis, IN
    Description:

    Learn to maximize efficiencies in the manufacturing process, how to use peer benchmarking, and take-away implementable best practices and tactics. For more information, click here.

    Illinois MBA Mortgage Lending Industry Conference

    Sponsored By: IL MBA
    Speaker: Rob Chrisman
    Topic: Current Mortgage Industry Environment
    March 13-14, 2018
    Oak Brook, IL
    Description:

    Rob Chrisman speaks about the current mortgage industry environment, including rates, regulation and key competitive trends. For more information, click here.

    LendersOne Conference

    Sponsored By: LendersOne
    Speaker: Rob Chrisman
    Topic: Current Mortgage Industry Environment
    March 6, 2018
    12:00am - 11:59pm
    Phoenix, AZ
    Description:

    Rob Chrisman speaks about the current mortgage industry environment, including rates, regulation and key competitive trends. For more information, click here.

    ReverseVision User Conference 2018

    Sponsored By: ReverseVision
    Speaker: Jim Cameron
    Topic: The impact of reverse mortgages on the mortgage industry
    February 6, 8:00am -
    February 8, 5:00pm 2018
    San Diego, CA 92106
    Description:

    STRATMOR’s Jim Cameron will be at ReverseVision’s Users Conference February 6-8. Jim is the featured speaker in the Wednesday, February 7 special session at 9:15 a.m., where he will share his survey findings regarding the impact of reverse mortgages on the mortgage industry. Jim will also discuss generational lending business strategies that help support customer retention by offering relevant products throughout the customer lifecycle. Register for the conference here: http://bit.ly/2DTq3RI

    MBA Mergers and Acquisition Workshop 2018

    Sponsored By: MBA
    Speaker: Jim Cameron
    Topic: Sellers Panel Discussion
    Speaker Date/Time:
    January 22, 2018
    January 22, 2018
    8:00am - 5:00pm
    Description:

    If you’re in the market to buy or sell, or if you’re being acquired, check out the MBA’s Mergers and Acquisitions Workshop at Amelia Island, Florida on January 22, 2018. STRATMOR’s Jim Cameron will be participate in  the Sellers Perspective panel discussion. Register for the workshop here: www.mba.org/MandA18.

    This workshop precedes the Independent Mortgage Bankers Conference, also at Amelia Island, January 22-25. http://bit.ly/2Em35D1

    MISMO Winter Summit 2018

    Sponsored By: Host: Black Knight
    Speaker: Garth Graham
    Topic: Going Digital
    January 8, 8:00am -
    January 12, 5:00pm 2018
    Description:

    Garth Graham will be at the 2018 Winter MISMO Summit in New Orleans, LA on January 8. Join Garth in the “Going Digital” session at 1:30 Monday, January 8: https://lnkd.in/eH4iBHK

    garth-graham

    Garth Graham

    Senior Partner

    Marketing Sales & Strategy

    Fort Lauderdale, Florida

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Garth Graham was a high-producing loan originator and retail manager before starting mortgage.com which, in 1996, became the first company to originate a mortgage on the internet. Three years later, in 1999, with internet originations of over $1 billion per year, mortgage.com completed an IPO and a year later was sold to ABN AMRO. At ABN, Garth had executive positions in consumer direct, marketing and the mortgage.com consumer direct platforms. Garth has given over 100 speeches on mortgage finance, including corporate events, keynotes and panel moderation. Garth is adept at using real time interactive tools, including audience polling and multi-media interactions through personal mobile devices.

    SPEAKING TOPICS

    jim-cameron

    Jim Cameron

    Senior Partner

    Financial and M&A Advisory

    Atlanta, GA

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Jim Cameron has executed a broad range of assignments for STRATMOR Group's clients focused on benchmarking and performance measurement, strategic planning, production franchise vaulation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support. Prior to joining STRATMOR, he served as Senior Vice President, Cheif Financial Officer of NF Investments, Inc., a non-conforming wholesale lender. Prior to NFI, Jim served in executive financial management roles at StarMed Staffing, U.S. Home Mortgage Corporation and Arthur Anderson. He has a BBA in Business Administration with a concentration in Accountancy from the University of Notre Dame.

    SPEAKING TOPICS

    jeff-babcock

    Jeff Babcock

    Senior Partner

    M&A Advisory

    San Francisco, CA

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Jeff Babcock leads STRATMOR Group's mergers and acquisitions practice. Prior to joining STRATMOR, he was with the Robert A. McNeil Company, where he co-managed the mortgage banking subsidiary. Previously, Jeff was a co-founder of PME Mortgage Insurance where he was responsible for national sales, lender marketing and secondary marketing. Jeff participated in the development of the first mortgage conduit (Pennie Mae) and the original mortgage pool insurance product for the Bank of America's pioneering mortgage-backed pass through security. Jeff's mortgage banking experience also includes positions at Security Pacific Mortgage, Wells Fargo Bank and a start-up called On-Line Decisions (a subsidiary of Inland Steel Company, which developed some of the first interactive financial models for corporate America). Jeff received undergraduate and MBA degrees from the University of California at Berkeley.

    SPEAKING TOPICS

    Rob Chrisman

    Senior Advisor

    Capital Markets

    San Francisco, CA

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Rob Chrisman is Senior Advisor to STRATMOR Group's Capital Markets practice. His daily market commentary is one of the mortgage industry’s most widely read publications. Rob began his career in mortgage banking 29 years ago with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He later ran Secondary for Standard Financial, a sub-prime lender and then was hired by CrossLand Mortgage to start a sub-prime company named OnCall Mortgage. Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing and eventually re-joined Tuttle Risk Management Services, Inc. (now Compass Analytics).  In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on publishing his widely read daily mortgage market commentary. In addition to owning Chrisman LLC, he is on the board of directors of several financial services companies, including Peoples Bank (KS), International City Mortgage (CA), G5 (CA, a.k.a. Institutional Mortgage), Inheritance Funding Corporation (CA), is an advisor to the Board for First Mortgage (CA), is a member of the Secure Settlements Advisory Board (NJ), a senior advisor of the STRATMOR Group, a member of the California Mortgage Bankers Association, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.  He holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

    SPEAKING TOPICS

    Finnegan-Photo

    Tom Finnegan

    Principal

    Mortgage Lending by Banks

    Dublin, OH

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Tom Finnigan joined STRATMOR Group after serving as President/CEO of the mortgage banking units of FirstMerit Bank and Huntington Bank, and as a senior mortgage banking executive at Integra Bank and Landmark Savings Association.  He has over 30 years of comprehensive mortgage banking experience, with a particular focus on mortgage banking operations in a bank environment. In his mortgage banking executive roles, Tom built mortgage sales organizations and developed third party production channels, direct origination via call center and relocation finance. He also led development of secondary marketing strategies, servicing, loss mitigation and servicing asset management, production operations and IT, construction lending, bank mortgage portfolio management and affiliated title company operations. Tom is a past president of the Ohio Mortgage Bankers Association and the Mortgage Bankers Association of Southwestern Pennsylvania, served on the Residential Board of Governors of the Mortgage Bankers Association of America, and was a founding board member of the Mortgage Bankers Association of Pennsylvania.  He has a BS in Accounting from The Pennsylvania State University.

    SPEAKING TOPICS

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    Dr.-Matt-e1435176747323

    Matt Lind, Ph.D.

    Senior Partner

    Enterprise Strategy and Development

    Boston, MA

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Matt Lind joined STRATMOR Group in 1988 and has lead responsibility for the firm's business strategy consulting practice. He is widely known throughout the industry as a leading strategic thinker, as an innovator in the financial analysis of mortgage production operations and as an articulate and provocative speaker. Over the past ten years, Matt has led major strategic planning and operations consulting assignments for many mortgage banking organizations. He also led the strategic planning effort for MERS. Prior to joining STRATMOR, Matt was Senior Vice President for Diversified Operations MONY Financial Services (New York) where he had executive responsibility for all major non-insurance businesses including mortgage banking. Prior to MONY, he headed corporate planning and development at The Travelers, worked in Washington, D.C. for the Office of Management and Budget, and was Head of Policy Development and Executive Director of the Pension Benefit Guarantee Corporation. He was also an instructor of Electromagnetic Theory at M.I.T. Matt is a graduate of M.I.T. and holds a Ph.D. in Applied Mathematics from Harvard University.

    SPEAKING TOPICS

    Lisa-Springer

    Lisa Springer

    Chief Executive Officer

    Denver, CO

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Lisa Springer, as Chief Executive Officer, is charged with driving strategy, direction, culture and integrity standards at STRATMOR. Lisa provides leadership in the areas of general practice management, sales and marketing strategies, account management protocols, productizing consulting services, and enhancing corporate communications. She has more than 30 years of experience in the professional services and mortgage technology sales arena. As EVP of Sales at Motivity Solutions, Lisa's responsibilities included development and execution of "go to market" sales strategies for various product lines. Lisa was instrumental in building this company through sales, leadership, and strategy. She helped take Motivity Solutions from two customers as a startup in 2009 to the industry leader in business intelligence int he mortgage space in 2012. Prior to joining Motivity Solutions, Lisa was EVP of Sales for Mortgage Cadence, and industry leading financial and technology firm. She has a Bachelor of Science degree in Business Administration from Regis University.

    SPEAKING TOPICS

    len-tichy

    Len Tichy

    Senior Partner

    IT Advisory Services and Operational Reviews

    Petersborough, NH

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Len Tichy heads STRATMOR Group's IT Advisory Services practice. His career in financial systems began in 1983 when he founded Bankers Microsystems, Inc., a regional provider of mortgage loan production systems. In 1988, he founded Lakewood Corporation, the premier mortgage origination in the U.S., where he served as CEO until its sale to EDS in 1995. Len later became SVP of Strategic Planning and Development at Waterfield Mortgage where he ran the Direct Lending Division and launched its end-to-end private label fulfillment outsourcing business. Since joining STRATMOR in 2006, Len has led over 30 lenders on LOS-related assignments. Len has played a lead role in over 170 mortgage LOS implementations during his career and authored several feature articles on related topics for Mortgage Banking Magazine and other publications. Len was also a charter member of XML Mortgage Partners, an ad hoc industry organization that formed and launched MISMO (Mortgage Industy Standards Maintenance Organization). He is a graduate of Ohio University and holds an M.A. in Organization and Management from Antioch University.

    SPEAKING TOPICS

    nicole-yung

    Nicole Yung

    Senior Partner

    Performance & Compensation Benchmarking

    Atlanta, GA

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Nicole Yung has lead responsibility for STRATMOR's analytic services, including the financial modeling and valuation tasks required by many of STRATMOR's merger and acquisition and operational clients. Nicole also had primary responsibility for the annual STRATMOR Compensation Connection product that benchmarks mortgage compensation. Further, Nicole is active in generating the reports, analyses and presentation materials that are at the heart of the MBA/STRATMOR Peer Group Benchmarking Program. Finally, Nicole has become the firm's expert in designing and executing the many Web-based surveys that STRATMOR conducts across a wide-range of topics and clients. Prior to joining STRATMOR, Nicole spent seven years as a Financial Analyst at The Associates in Dallas, TX and CitiMortgage in St. Louis, MO. She began her career as a Management Trainee with The Associates and rose through the ranks to become Vice President, Financial Analysis at CitiMortgage supporting the Correspondent and Direct Lending channels. Her experience encompasses budgeting and forecasting, financial modeling, benchmarking analysis and acquisition integration. Nicole is a graduate of Centre College in Danville, KY where she received a Bachelor of Arts degree in Economics. She also received a Master of Business Administration from Southern Methodist University in Dallas, TX.

    SPEAKING TOPICS