Speaking & Events
Charlie brings the banker's perspective to conferences, webinars, and workshops. Real-world stories from 20 years on the bank's side of the table — not theory.
Speaking topics
Distressed Workout Strategy
What lenders do internally when a loan goes bad — and how borrowers can get ahead of it.
SBA Alternatives
When SBA isn't available or has failed — conventional and non-bank paths for distressed borrowers.
Creditor Negotiation
How to talk to your lender when you're behind — what to say, what not to say, and when to say it.
Covenant Compliance
Understanding financial covenants before you trip them — and what happens when you do.
Personal Guarantee Exposure
What personal guarantees really mean when a business goes bad, and how lenders exercise them.
The Banker's Perspective
What 20 years on the bank's side of the table teaches you about saving distressed businesses.
Speaker Kit
Bio, headshots, and past engagement summaries — coming soon.
Book Charlie for your event
Tell us about your event and Charlie will follow up within 2 business days.