March 22 ABA Real Estate Lending Conference, Ft. Lauderdale

April 16 Massachusetts Banker's Association, Overview of the State and National Mortgage Lending Market, Marlborough, MA

May 19 New England School for Financial Studies, 2011 Class, Babson College

May 24-25 Mortgagebot Partner Conference, Milwaukee

May 26 Indiana Bankers Association Mega Conference, Indianapolis

June 13-18 New England School for Financial Studies, 2010 Class, Babson College

More >
 

 

About Us

James D. Jones Credentials

  • 31-year industry veteran
     
  • Founder and President/CEO
    of First Wellesley Consulting
    Group, Inc.
     
  • Former banker, Big 4 consultant and mortgage banker
  • Best of 2008 and 2009 Banker and Tradesman Bank 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 publications
     
  • Highly-rated speaker for national, regional and state conferences and corporate events
     
  • Core faculty member for the New England School for Financial Studies
     
  • Mortgage Bankers Association Master Faculty member
     
  • Creator of SurveyMatters, an innovative group polling service
     
  • Appeared nationally on ABC News Radio
     
  • Educated more than 1,750 bankers and mortgage bankers
 
 

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.”