President/CEO

With almost two decades of banking experience ranging from opening new accounts and IRAs, lending, managing operational and lending teams, and serving in key executive management positions - Matt knows the benefit of frontline solid training and its role in driving operational, regulatory, and reputational risk. Effective 2024, Suzie Jones retired after five decades in the financial industry. Matt acquired Training Resources, committed to continuing the new account training programs and materials Suzie developed, recognized for their customization to state law and as one of the industry's most outstanding and comprehensive resources.

Matt is known for his expertise, approachability, sense of humor, and passion for providing knowledge to bankers so they can serve their banks' customers confidently while managing risk. He gives training through 16 State Bank Associations and nationally through OnCourse Learning, a web-based training platform. Matt enjoys family time with his wife and four daughters, cooking, and has completed three full Ironman triathlons, a testament to his dedication and patience, which are traits bankers can expect to experience when interacting with Matt.

Founder & IRA Consultant

Mike is a nationwide IRA seminar instructor and consultant. He has been a collegiate business instructor with experience in sales, marketing, and financial planning. Mike travels throughout the United States conducting comprehensive training seminars for banks, insurance, and brokerage personnel in the area of tax laws pertaining to individual retirement plans. Mike is actively involved in researching new tax laws passed each year.

He has over 35 years of teaching experience with over 20 in the financial services industry. This includes 13 years of teaching sales and marketing courses at Central Lakes College in Brainerd, Minnesota. Mike also spent over 8 years working for Collin W. Fritz & Associates as a Financial Seminar Instructor and Consultant.