CPA, CISA, CTPRP—Systems Partner
Background & Experience
Terry specializes in assurance and consulting services for financial institutions, fintech (payments, managed services, loan servicing, software development) and a variety of private technology companies. He is a frequent speaker to financial services and technology companies on a variety of topics including vendor management, cybersecurity, internal controls, regulatory compliance and strategic planning/alignment.
Terry has been featured in numerous banking industry publications and outlets, including American Banker’s BankThink discussing how banks and financial technology firms can build closer, more cooperative working relationships, BankNews on how bankers can build and engage employees with a culture of risk management and in Banking Exchange on the topic of vendor risk management, among numerous others. In addition, he also spearheads PKM’s successful webinar series “Vendor Management from a Vendor’s Perspective,” and is the host of PKM’s recently launched podcast GroundBanking, featuring both banking and fintech experts as they discuss the challenges and opportunities in today’s financial services industry.
B.S. degree in Accounting, McNeese State University
- American Institute of Certified Public Accountants
- Multiple State Accounting Societies
- Association for Financial Technology
- Greater North Fulton’s Tech 400 Technology Committee
- Information Systems Audit and Control Association