Metis Solutions LLC

Selected Publications and Speeches

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“Charting a Course through Corporate Escrow Risk Management,” Fiduciary & Investment Risk Management Association, 30th National Risk Management Training Conference, March 2016, Las Vegas, Nevada: Speaker

“Litigation Affecting Trustees: Cases, Trends and Business Lessons," Corporate Trust Committee Forum, October 2011, Washington, DC: Moderator

"Navigating the Treacherous Waters: Best Practices in a Litigious World," American Bankers Association Capital Markets Forum for Corporate Trust Professionals, April 2010, St. Petersburg, Florida: Moderator

"Will It Play in Peoria? Success in the Regional Market. Part 1: How to Succeed on Your Home Turf,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2009, Tampa, Florida: Moderator 

“Will It Play in Peoria? Success in the Regional Market. Part 2: Entering New Markets,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2009, Tampa, Florida: Moderator 

“The Future of the Industry,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2007, St. Petersburg, Florida: Moderator 

“Once You Sign’em, You’re Stuck With’em,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2006, Miami, Florida: Moderator 

“Tackling Industry Challenges: An Overview of Critical Industry Initiatives,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2005, St. Petersburg, Florida: Panelist 

“Disaster Recovery Issues in Corporate Trust,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2005, St. Petersburg, Florida: Moderator 

“What Are You Doing to Mitigate Risk?,” American Bankers Association Capital Markets Seminar for Corporate Trust Professionals, April 2005, St. Petersburg, Florida: Moderator 

“Crisis Management: Breaking the Cycle, Part One,” American Bankers Association, Network News, Fall 1998/Winter 1999 

“Crisis Management: Breaking the Cycle, Part Two,” American Bankers Association, Network News, Spring 1999 “The State of the Industry (an exercise in pragmatic optimism),” American Bankers Association Network News, Spring 1998 

“What We Do,” American Bankers Association, Network News, Fall 1997/Winter 1998 

“Professionalization as an HR Survival Strategy,” HR Banker, November 1997 

“A Problem of Image,” American Bankers Association, Network News, Winter/Spring 1997

Metis Solutions LLC
1428 Franklin Avenue
River Forest, Illinois  60305-1041
Phone: 708.366.8287