Solutions to Contemporary Financial Management

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					                                           Jeffrey Green
                               Director of Compliance for Financial
                               Laserfiche Document Management

Jeffrey Green is director of compliance for financial solutions for Laserfiche. Green is
responsible for consulting with compliance, document and records management and
IT decision-makers around the country on budgetary and legal challenges related to
compliance. As a champion of technology’s role in the contemporary financial
services organization, he has worked with thousands of financial services
organizations such as American Express, ING and Bank of China. He helped these
clients to develop a well-defined compliance process and document management
system, preparing them for today’s competitive and compliance pressures as
governed by SEC, Sarbanes-Oxley, HIPAA, USA PATRIOT Act and other regulations.
Quoted as an industry expert in CIO Insight, Mortgage Banking Technology, Wealth
Management and the Los Angeles Business Journal to name a few, Green has an
insider’s view of workplace technology and what’s required to build a competitive
advantage. Prior to joining Laserfiche, Green was president of The Tory Group, an
insurance and estate-planning firm, and before The Tory Group, Green held various
financial management positions in the Boston area since 1986. Green also currently
serves on the Corporate Advisory Council for the Financial Planning Association

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