The Santa Fe Group

The Santa Fe Group is a strategic consulting company providing unparalleled expertise to leading financial institutions and other critical infrastructure companies.

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You are here: Home / Our Consultants

Our Consultants

Staff and Core Consultants

Catherine A. Allen, Chairman and CEO

Joyce Crawshaw

Robert Jones

Brad Keller

Teresa Lindsey

Janey A. Place, Ph.D.

Gary S. Roboff

Robin Slade

Kelly Wagner

Santa Fe Group Network/Experts

Loretta Collins Argrett

Peter J. Baldassaro

William J. Barr

Nancy Bearg

David James Beed

Paul Carrubba, Esq.

Rita Foley

Thomas Hemnes

Frank Jaffe

Scott M. Littleton

Jim Maloney

Michael Markowitz

Rhonda MacLean

Christopher Mekal

Geoffrey Milligan

Scott Peterson

Edward J. Potter

Jodi Pratt

Rodman K. Reef

Keith T. Schwalm

Annie Searle

Alan Slater

Barry Smith

Jaye Smith

Loren E. Smith

Allan Trosclair

Edie Weiner

eNews and Updates

About Us

Staff and Consultant Bios
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What’s New

Transformation in the New Normal

Five years into the financial crisis, financial institutions must shift from simply recovering to changing their business in transformative ways. Read the full BAI Banking Strategies article by Catherine A. Allen

The Financial Impact of Breached Protected Health Information: A Business Case for Enhanced PHI Security

PHI data breaches are growing in frequency and in magnitude. Protecting valuable health data is an important business decision for all health care organizations. Authored by more than 100 health care industry leaders, this free report includes PHIve—a 5-step method to assess specific security risks and build a business case for the appropriate level of [...]

Reducing the Risks of Litigation

As becoming involved in lawsuits is typically not a matter of ‘if’ but ‘when’ for banks today, institutions need to develop policies, procedures and practices to reduce the risks of such suits proceeding to trial. Read the full BAI Banking Strategies article by Bob Jones and Jodi Pratt

Keeping the Focus on Value in 2012

To improve their value for customers and shareholders in 2012, bankers need to avoid distractions such as replacing debit card fees and moving too soon on mobile commerce. Read the full BAI Banking Strategies article by Scott Peterson

Upcoming Events

Shared Assessments Workshop -Dallas

June 18, 2012 Dallas, TX Did you miss our recent Workshop held in conjunction with the Shared Assessments Summit? Do you have others within your organizations you feel would benefit by attending? Join us for a repeat performance of our workshop: Learn More »

Shared Assessments Summit 2012

March 13-14 Boston, MA – Now in its fifth year, the Shared Assessments Summit will provide you with an opportunity to hear from experts on hot topics in Security, Privacy, Cloud Computing, Innovation, Vendor Risk Management, Regulatory and Supervisory Issues and Data Security Oversight. Our program will include: Cross-industry perspectives: Get the big picture from [...]

Reboot Your Life Retreat – Brooklyn

Friday, March 16, 2012 through Sunday, March 18, 2012 from 12am to 12am Join us for a long weekend in historic downtown Brooklyn and discover how to reboot and recharge your life with our REBOOT YOUR LIFE™ Retreat. Whether you are figuring out if you can take a sabbatical, are deep in the planning, or [...]

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