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The Lotus Advisors Team

Our Mission

Is to help you unlock your potential and achieve your goals.  We help you integrate proven skills and strategies used by high performing businesses, tailored to fit your culture and support your team.

 

You will be able to transform your strategy into achievable performance with better organizational decision-making and leaders that confidently build high performing teams that work seamlessly together.

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More than 25 years experience helping businesses grow with a proven track record as a CPA, strategic advisor, and corporate executive.   

 

Some Highlights Include:

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  • COO/CFO of a Market Research company working with the top100 largest global brands to drive product adoption and value creation

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  • Led double digit profitable growth for 8 years as an executive and CFO for a Payment Processing Company serving Credit Unions                                                                     

  • Executive team leader for a multi-national operational and project team responsible for launching a new international company                                                   

  • Expertise in helping organizations leverage individual and group decision-making processes to sharpen and establish a clear and sustainable Strategy   

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  • Extensive experience developing leaders and assisting them build high performing teams to more effectively translate strategy into performance                                                                

  • Lead Negotiator for many vendor contracts worth hundreds of millions of dollars leveraging strategic pricing expertise across multiple industries                         

                                                                                            

Jeff Karpinske, Founder

Strategy, Performance & Leadership

"My mission is to help people and organizations  boost their abilities and achieve their goals by overcoming the common leadership traps that prevent individual growth and team development."

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​More than 20 years in banking with 16 years serving credit unions in various roles, including branch manager, lending system specialist, manager for E-commerce, Director of Operations​ and as a program manager at fintech organizations implementing cutting edge payment, lending and analytic products.

 

Some Highlights Include:                                                                                                  

  • Predictive analytics

  • Datawarehouse 

  • Lending Systems

  • Zelle payment platform implementations for financial institutions                                                      ​

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  • Digital platform implementations  (On-line and Mobile)

  • Launch of a new credit card program

  • Debit card conversion

  • Lending system conversion 

  • New online account opening system

  • Transition to EMV cards

  • Instant issue debit and credit cards                                                                              

Projects Managed at Credit Unions:                                                                                   

Projects Managed at Fintech Organizations:                                                                                   

Holly Karpinske, PMP

Senior Business Advisor,

Project / Change Leadership

"I would love the opportunity to use my extensive first hand knowledge of bank and credit union operations and proven track record as a project leader to help you complete critical projects and bring lasting change."

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Let's have a conversation... 

And design a program that works for your team

© 2021 Lotus Advisors LLC

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