2010
Pacific Coast Banking School
Asset Protection and Tax Planning

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.90"
Highest rated instructor among all faculty

  • "Excellent material, relevant to current environment."

  • "Excellent instructor & materials. Very practical & useful. ** Highly recommended **" [Emphasis in original]

Practical Financial Planning

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.687"
Highest rated instructor among all faculty

  • "Interesting and practical–not just another finance class."

  • "Best class in the 3 years I've been here!"

  • "Current material, excellent & knowledgable instructor with a good sense of humor! Engaging! Best Class!" [Emphasis in original]

2009
ABA National Trust and National Graduate Trust School
Ethics

Primary Audience: Trust Officers from Banks and Financial Service Companies
Course Evaluation: "Overall Satisfaction with the Course: 5.0"

  • "Excellent, thought provoking."

  • "Interesting materials."

  • "Terrific instructor."

  • "Superb presentation."

  • "Best of the week."