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

 

“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

 

Services: Speaking

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 38-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.

 

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 of 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
 
 

“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