Greg is one of only three Indiana Certified Fraud Examiner that is also a Certified Financial Planner. He was three times elected President of the Association of Certified Fraud Examiners Central Indiana Chapter.
For over three decades, he has helped individuals and small business owners manage retirement planning, identity theft, & fraud related issues. His expertise in retirement plans has helped small business owners use pre-tax dollars in their retirement plans to purchase a business, and has helped Seniors maximize their post-retirement cash-flow. He advises individuals and business victims of identity theft.
He has written extensively about financial planning, investment fraud, insurance fraud, and embezzlement -- first in anIndianapolis Business Journalweekly column, in his book Common Sense Retirement Planning, and about embezzlement published by the Association of Certified Fraud Examiners,Fraud Magazine. The Journal of Forensic and Investigative Accounting has publish a research paper Greg co-authored that examines whether gender or birth country influences the choice of fraudulent number generation patterns. Read his latest article in his blog, Fraud Stupid and follow him on Twitter.
Greg has given over 100 presentations and is a frequently speaks before consumer groups, college accounting classes, and professional organizations throughout the Midwest. He is a volunteer speaker for the Association of Certified Fraud Examiners, a 501(c)(3) non-profit. His presentations are instructional program designed for professional organizations, consumer groups and "Seniors." There are no endorsements, marketing or promotion of any company or products.
American Mensa Ltd. Annual Gathering - July 2018 Convention
Indiana Society of Association Executives - July 2018 Convention
LifeStream Services - June 2018 Convention
Guest lecturer at Ball State Miller Business School
OASIS of Indianapolis
AHIMA national convention (American Health Information Management Assoc,)
ACFE Southwestern Ohio Chapter
Guest lecturer at Purdue Krannert School
KIWANIS International Chapters
Investment Club Chapters
Seniors & Retirees organizations
ACFE Central Indiana Chapter
Indiana Association of School Business Officials
NSPII National Advanced Insurance Fraud Seminar at the St Louis Convention Center
Association of Government Accountants
International Association of Administrative Professionals
Public company financial executives meetings
Ohio Emerging Trends in Fraud Investigation & Prevention at the Columbus Convention Center
The Midwestern Intergovernmental Audit Forum at the Indiana Government Center