Banking consultant and accountant fuflfilled by helping clients mitigate risk, comply with regulations and make sound business decisions to help the communities they serve.

Speaker and author helping employees succeed in their careers by implementing personal branding strategies.

Experience

  • Owner/Author

    at intentionalemployee.com

    December 2013 - at Present

    Missouri

    At intentionalemployee.com, readers discover easily implementable methods to change a job into a career, love what they do and achieve success according to their own terms. Articles focusing on topics such as personal branding, leadership and employee engagement provide tips to change your mindset so you get out of your own way and find the success of which you always dreamed. Email me at bert@intentionalemployee.com to talk to me about speaking with your employees so they can be their best at work. Through my training and speaking engagements, your employees will discover how to live and show their true values while increasing their engagement and enjoyment of their careers.

  • Partner

    at BKD, LLP

    July 2000 - at Present

    Missouri

    As a partner in the financial services practice, my team and I assist financial services companies identify and mitigate risk, comply with state and/or federal regulations and implement best practices. We assist our clients by performing internal audits, internal audit risk assessments, trust audits, asset liability management reviews, ACH audits, etc. Call me at 314.236.5186 or email me at rpurdy@bkd.com to see how we can help you implement risk management strategies. It doesn't matter where you are in the country; we have 35 offices and have clients in all 50 states. We can help you.

Education

  • BBA

    at Harding University

    1996 - 2000 (4 years) Arkansas

Services offered

  • Consulting

    Call me at 314.236.5186 or email me at rpurdy.com if you would like to discuss how we can help your financial services company with any of the following:

    - ACH audits
    - Asset liability management reviews
    - BSA audits
    - Business valuations
    - Compliance risk assessments
    - Cybersecurity risk assessments
    - Directors' exams
    - Employee benefit plan administration
    - Employee benefit plan audits
    - ESOP implementation
    - Estate planning
    - Fair lending reviews or risk assessments
    - Financial statement audits
    - Internal audits
    - Internal audit risk assessments
    - Information security risk assessments
    - Information technology control reviews
    - Internal or external penetration testing
    - Management studies
    - Mergers and acquisitions
    - Regulatory applications
    - Regulatory compliance monitoring
    - REIT implementation
    - S corp conversion or analysis
    - SSAE 16
    - Strategic planning
    - Tax planning and tax return compliance
    - TR39 reviews
    - Trust audits

  • Speeches/Training

    Through my speeches and training sessions, employees in your organization will learn the true meaning of being a professional. They will alos learn how to implement personal branding strategies that will help them succeed in their careers and also help your business grow by showing your customers/clients that people matter.

Languages

  • English Native

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