Principals



Andrew Atkin

Andrew is CEO of UForce Inc./Groupenture.com, based in USA. Prior to this, Andrew was Chief Operating Officer of Imagicast, the market leader in providing interactive solutions that bring the power of the Internet to the physical retail selling floor.

Before joining Imagicast, Andrew honed his international corporate expertise, developing and executing marketing and distribution solutions for the world’s largest retail banks as Executive Vice President and Division Head, and Senior Vice President and Director of Technology for the John Ryan Company out of Minneapolis. His clients included Royal Bank of Canada, Citibank, Chase, Bank of New Zealand, Core States, Union Bank of Switzerland, Household Finance UK, Bank of America, Michigan National Bank, Centura Bank, Amsouth Bank, Mashriq Bank- Dubai, Bank One, Norwest/Wells Fargo, to name a few.

David Kerstein

David is President of Peak Performance Consulting Group, based in Michigan, USA, which specializes in business strategy and marketing management for financial institutions.

He has over 20 years experience in retail financial services management. At Citigroup, he was President of Citicorp Savings (MN), and managed retail banking for Citibank in Chicago. At Banc One, he directed retail distribution (and integration of numerous bank and thrift acquisitions) for Bank One (TX). At Old Kent Financial Corp., one of the highest performing regional banks, he was responsible for retail banking, marketing and strategic planning and served on the corporate management committee.

A frequent speaker at industry forums, David has participated in conferences throughout the United States and in Europe, South America and Asia, where he has spoken on distribution strategy, merger and acquisition integration, sales management and brand management. He served as Chairman of the Retail Financial Services Commission of the Bank Administration Institute (BAI), and the Planning Committee for the Retail Delivery Systems Conference. He was a founding member of the International Retail Banking Council, where he chaired the Branch Banking and Distribution Management Board.

Barry X Lynn

Barry is President and CEO of Be eXceL Inc., a leading edge IT company, based in San Francisco, USA, specializing in the development of Internet based products; web development; providing software and professional services through alliances with other top notch firms; consulting; vendor and proposal evaluation and selection; advisement of hi-tech investors; and recruiting for technology and IT executive management positions.

Prior to founding Be eXceL in 1999, Barry was with Wells Fargo for 16 years, his last position being the President of Wells Fargo Technology Services. Previously, he served as the company's first Chief Information Officer (CIO), a position which he took when the company centralized its information technology. He implemented the first enterprise- wide network which was completely based on Internet technology. He changed the bank to an open architecture, which is highly touted as the best in banking by most in the industry.

Ian Percy

Successful Meetings named him "One of the top 21 speakers for the 21st century." Ian inspires individuals, corporations and associations to discover their Peak Purpose and come face to face with their full potential. No matter what the industry, it is 'purpose' that drives passion, performance and profitability. In the financial sector Royal Bank Financial Group, CIBC, Bank of Montreal, Republic Bank in Trinidad, US Bank, State Street Research, and Portfolio Strategies are examples of companies who have benefited from his insight and entertaining style.

Ian's a registered organizational psychologist and a highly respected author. Book titles include Going Deep - the breakthrough book on leadership; the inspirational and universally acclaimed 11 Commandments for an Enthusiastic Team; and his newest The Profitable Power of Purpose - describing how corporate vision can be your ultimate competitive weapon. He's also a columnist on performance improvement for Human Capital magazine read by over 40,000 HR leaders and writes regularly for RetailWire, a leading online resource for the retail world. Ian has the very rare distinction of being inducted into both the US and Canadian Speaker Halls of Fame.

He's a Canadian now living in Scottsdale, Arizona where he's an avid horseman, occasional golfer and active supporter of the United Way.

Gary Seveny

Gary recently retired as CEO of Alterna Savings Credit Union, which was the amalgamation of CS COOP and Metro Credit Unions. Gary has been an innovative leader in the Canadian credit union movement and has been an active contributor to various charitable causes. Gary has homes in Ottawa and Florida and is still active in credit union functions at home and abroad.


Blog:

The Eagles Nest 

  1. Customer Engagement Pat Palmer 30-Nov-2017
  2. Integrated Distribution Pat Palmer 15-Nov-2017
  3. CX Your Edge Pat Palmer 08-Nov-2017
  4. NAFTA Impacts Pat Palmer 31-Oct-2017
  5. Outsourcing Noise Pat Palmer 24-Oct-2017

testimonials


Resources