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Jeff Judy

Financial Specialist, Provides skills to supporting culture, policy and process

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Fee Range: Contact Speaker Exchange Agency

In decades of working with financial institutions, I’ve seen what makes winners and losers over multiple economic cycles. As a presenter, trainer, and consultant, I can help you smooth out the bumps in the economic roller coaster ride.

*Fee ranges are presented as a guideline only. Speaker fees are subject to change without notice. For an exact quote, please contact your Speaker Exchange Agency representative.

Jeff Judy spends most of his time teaching financial institutions and businesses how to talk to each other, especially about credit. His training and consulting activities have taken him all across North America, as well as to Europe and Asia. He has educated thousands of financial services staff in financial and credit analysis, risk management, building relationships, working with regulations, and implementing effective processes. With management, Jeff consults on developing effective policy, portfolio management, and organization culture issues. Using that experience, Jeff also presents to business groups, giving them unique insights into how credit decisions are made.

​Culture as a competitive advantage

When you have a “tight” culture, you respond to change more quickly than the competition. Wouldn’t you like to avoid threats and seize opportunities before your rivals can react to your market-leading moves?

​Moving from consumer credit to business customers

Whether it is branch managers at your bank or board members at your credit union, a long background in consumer credit is just a start. What makes lending to businesses so different … and potentially dangerous?

Leveraging credit analysis to expand relationships

Credit analysis of a business generates lots of information that can be used to identify other customer needs. Why not take advantage of that information to uncover opportunities to expand your business with that customer?

Risk rating done right

Over time, financial institutions tend to forget all the hard work and careful thought that went into designing their risk rating systems. Are you using a token system that does very little to help you manage credit risk?

​The ALLL-Capital "sweet spot"

In today’s risk environment, backstopping expected and unexpected losses should be anything but routine. Do you know where your “sweet spot” is, providing adequate protection without unnecessarily locking up valuable resources?

​Portfolio risk assessment

Every credit decision is a portfolio decision. What goes into a better approach to predicting where the portfolio is headed?

Please contact us to see testimonials.
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