February 17 Massachusetts Bankers Association CFO Forum SurveyMatters Polling Session

April 6 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #1

May 5 Massachusetts Bankers Association Risk Managers Professional Development Forum #1

May 21-26 New England School for Financial Studies, Class of 2018

June 11-16 New England School for Financial Studies, Class of 2017

July 14 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #2

July 21 Massachusetts Bankers Association Risk Managers Professional Development Forum #2

October 13 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #3

October 27 Massachusetts Bankers Association Risk Managers Professional Development Forum #3

More >
 

 

About Us

James D. Jones Background

  • 38-year industry veteran
     
  • Founder and President/CEO of
    First Wellesley Consulting Group, Inc.
     
  • Former banker, Big 4 consultant and mortgage banker
     
  • Strategist, consultant, thought leader, facilitator
  • Best of 2008-2016 Banker and Tradesman Bank Consultant Award Winner
     
  • Clients include financial institutions, trade associations, regulators, and FinTech 100, Fortune 500, Inc. 500 and other leading companies
     
  • Creator of SurveyMatters, a real-time audience polling service
     
  • Highly-rated speaker at national and regional conferences and events
     
  • Author of Strategic Planning for Mortgage Lenders published by Mortgage Bankers Association of America
     
  • Writer and quoted source for industry leading trade publications
     
  • Core faculty member for the New England School for Financial Studies, Babson College, MA
     
  • Mortgage Bankers Association Master Faculty member
     
  • Strategic planning educator for more than 3,000 professionals
 
 

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.”