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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
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“Thank you for
speaking to my fellow Ohio
Bankers’ League members and me
at our CEO Symposium. You
delivered rich content with a
winning style…a refreshing
combination!"
—David Trautman, Chairman,
Ohio Bankers League;
President, Park National Bank,
Newark, Ohio “I have enjoyed working with Jim Jones
and First Wellesley during the
past 16 years in my role of
Senior Vice President at the
Massachusetts Bankers
Association. During that time
Jim has designed and conducted
many mortgage and strategic
seminars specifically created
for the Association. For the
last three years he has also
served on the core faculty of
the New England School for
Financial Studies. His area of
instruction is strategic
planning. He’s consistently
received high marks from the
students, community bankers
working throughout New England.”
—Kathy Jones,
Senior Education Consultant,
Massachusetts Bankers
Association |
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Services: Speaking
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Invite
James D. Jones, national speaker, author and
consultant to present at your next event.
Hear the founder and President/CEO of First
Wellesley Consulting Group, Inc. provide
perspectives shaped by a 32-year career in
banking, mortgage banking and consulting.
Provide
your attendees with up-to-date,
industry-specific insights based upon
extensive research and experience. Add a
speaker to your program that has spoken at
association, company and industry vendor
events nationally and locally.
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 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
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“We had Jim
attend our national sales
meeting in Huntington Beach as a
key note speaker.”
“He did a fantastic job for our
team by bringing cutting edge
tools and a vast knowledge of
the mortgage industry. At the
end of the day our employees
were much more informed and
enlightened about the current
issues facing all of us in the
next year. Jim always brings a
high level of energy that
compliments the wide ranging
list of topics that he's an
expert at delivering.”
—Michael Frotten,
Group Senior VP Head of Business
Development, National Sales Manager,
InterFirst Wholesale Mortgage Lending, ABN AMRO
“Mr. Jim
Jones’s presentation on The
Future of Community Banking: The
Six Factors Defining the
Industry’s Next Five Years was
well-received by CEOs and senior
banking leaders from across
Ohio, as his session got to the
heart of the shaping forces
within our industry. ”
“Jim was mutually engaging and
interactive; plus he had the
most up-to-date information and
facts on hand which made the
information even more applicable
and ready to use. Beyond the
presentation, it was a pleasure
to work with First Wellesley;
they made the process both
friendly and simple.”
—Stacy L. Schindler,
Manager;
Professional
Schools & Conferences,
Ohio Bankers League |
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