March ICBA National Convention

April Fiserv Focus 2011

Michigan Bankers Association BEST Conference

ABA RE Lending Conference

May Mortgagebot Partner Conference

May & June New England School for Financial Studies, Class of 2011 & 2012

June Massachusetts Bankers Association Executive Officers Conference

July/October Massachusetts Bankers Association Mortgage Executives Forum

December Michigan Bankers Association Bank Management and Directors Conference

More >
 

 

About Us

James D. Jones Credentials

  • 32-year industry veteran
     
  • Founder and President/CEO
    of First Wellesley Consulting
    Group, Inc.
     
  • Former banker, Big 4 consultant and mortgage banker
  • Best of 2008-2011 Banker and Tradesman Consultant Award Winner
     
  • Fortune 500, Inc. 500 and other leading company and trade association clients
     
  • Author of Strategic Planning for Mortgage Lenders published by Mortgage Bankers Association
     
  • Writer and quoted source for industry leading trade publications
     
  • Highly-rated speaker for national, regional and state association conferences and corporate events
     
  • Core faculty member for the New England School for Financial Studies, Babson College
     
  • Mortgage Bankers Association Master Faculty member
     
  • Creator of SurveyMatters, an innovative group polling service
     
  • Appeared nationally on ABC News Radio
     
  • Educated more than 2,000 bankers and mortgage bankers on strategic planning
 
 

Participants say—

"Jim Jones' presentation was great! He interacts with the audience rather than just reads the slides. His real-time polling system was also great. The immediate responses were very helpful since the information was supplied by my peers.”

“Superb! Loved the detail and depth of knowledge.”

“Great job! Smooth delivery of material. Good humor, Maintained interest.”

“I've seen Jim Jones as a speaker before, and this time was no different. He was great and did a great job keeping the topic exciting and interactive.”

“Best presentation. Current. Encouraged rapport with group.”

“Jim could really appeal to the group and kept things going by keeping it interesting. The presentation was interactive, informative, thought provoking and fun!”

“Excellent - could really apply situations to today's industry!”

“Helps you understand that planning is key to surviving in today's market.”