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Become a Banking Expert Witness and Consultant
Your Experience Is Too Valuable to Retire
Many accomplished banking professionals possess extraordinary experience, sound judgment and hard-earned credibility. Yet, after leaving executive banking, many discover there is no effective way to bring that expertise to the legal and financial communities.
At BankExperts, we believe retirement should not be the end of a professional story.
We provide a respected platform through which experienced banking professionals can continue to apply the knowledge acquired over a lifetime of leadership. Our role is to help qualified professionals translate practical experience into expert-witness, consulting and advisory opportunities.
If you’re approaching retirement—or already enjoying it—you may be wondering what comes next. We know exactly how you feel. Here is the story of one of our founding principals:
When I retired from Citibank in 2000 after 29 years as an international commercial banker and executive, I wondered, “Is there life after Citi?” I decided to find out. After a brief stint as CEO of a community bank, I joined a fellow Citibank alumnus to develop and teach a banking course at Georgetown University.
Then, one day, I received a phone call from an attorney I had met years earlier. He asked a few simple questions:
“Do you know anything about credit underwriting?”
“Can you tell a strong credit from a weak one?”
“What would a prudent banker have done in this situation?”
“Was the bank’s decision consistent with accepted banking practices?”
To me, these were softball questions. They were issues I had dealt with throughout my banking career. What I didn’t realize at the time was that the answers to those questions would launch an entirely new career. It turns out that the experience I had accumulated over nearly three decades wasn’t something to leave behind. It was something to build upon.
Over the years, I’ve learned that this experience is remarkably common among successful expert witnesses. Many don’t begin by thinking of themselves as experts. They have spent decades making decisions, managing risk, negotiating loans, supervising staff, solving problems, exercising sound judgment, troubleshooting crises, and helping customers and colleagues navigate complex financial issues. Because those decisions became second nature, they often underestimate just how valuable that experience has become.
Sometimes all it takes is for someone to ask the right question. That’s exactly what happened to me.
Serving as an expert witness has become one of the most enjoyable chapters of my professional life. The work is intellectually stimulating, continually challenging and deeply rewarding. Every assignment is different. Every case presents an opportunity to help attorneys, judges and juries understand how experienced bankers analyze problems and make decisions.
If you have built a successful career in banking, chances are you’ve developed far more expertise than you realize.
Your career may be changing direction. Your expertise isn’t.
If this story sounds familiar, I would enjoy talking with you.
— Richard W. George
Principal, BankExperts
August 2026
Why Join BankExperts?
As demand for experienced banking experts continues to grow, BankExperts is expanding its network of professionals to better serve attorneys, law firms, financial institutions, businesses and government agencies seeking qualified banking expertise.
In addition to business referrals generated through our longstanding professional relationships, BankExperts invests in web-based marketing and advertising to increase visibility and create new consulting and expert-witness opportunities for our consultants.
As a BankExperts Senior Consultant, you may benefit from:
- Affiliation with an organization dedicated exclusively to banking expertise.
- Professional visibility through BankExperts.com, where the experience and qualifications represented by our Senior Consultant network are presented to prospective clients and counsel.
- Opportunities to be considered for expert-witness and consulting engagements.
- Guidance and administrative support throughout the engagement process, including conflicts review, engagement administration and billing assistance when appropriate.
- The opportunity to exchange ideas and experiences with fellow banking professionals.
- The flexibility to build an active consulting practice—or simply accept assignments that fit your interests and availability.
Whether you accept one assignment a year or many more, you remain in complete control of your practice.
Who We Are Seeking
We are seeking professionals who possess the judgment, integrity, objectivity, communication skills and intellectual curiosity that define outstanding expert witnesses.
Our members are professionals who have spent years making thoughtful decisions, solving difficult problems and earning the confidence of clients, colleagues, regulators and fellow bankers.
Experience is important. Character is essential.
If you’ve developed expertise that attorneys, judges or juries would benefit from understanding, please contact us. You may have more to offer than you realize.
What We Value
- Sound judgment.
- Integrity and independence.
- Intellectual curiosity.
- Objectivity and fairness.
- The ability to explain complex banking issues clearly.
- Respect for differing opinions.
- Professionalism in every engagement.
- A commitment to the highest ethical standards.
An expert’s responsibility is to explain banking practices honestly, objectively and credibly. Those principles define both our profession and our organization.
How Membership Works
Membership begins with a conversation. We’ll discuss your background, your areas of expertise, and the types of assignments that best fit your experience, interests and availability.
If there’s a good mutual fit, we’ll work with you to develop a professional profile that accurately reflects your qualifications and strengths.
Opportunities depend upon client demand, subject-matter fit, availability, conflicts and the needs of each assignment. As opportunities arise, we’ll introduce you to attorneys and law firms seeking expertise that matches your background. You decide which assignments to accept and how active you wish to be.
Each BankExperts consultant enters into engagements in the consultant’s own name, based on the consultant’s own résumé and references as requested by the hiring attorney or client. After you are retained, you work directly with the hiring attorney.
A fee is payable to BankExperts based on a percentage of gross billings on engagements referred to BankExperts consultants. The process also works in reverse: a fee may be payable to a consultant who refers business to BankExperts.
Some members maintain an active expert-witness practice. Others accept only occasional assignments. Both approaches are welcome.
We ask each member to maintain a current résumé, provide professional references, and uphold the standards that have earned BankExperts its reputation. Our affiliations are non-exclusive, and we encourage members to build professional relationships, exchange ideas, make reciprocal referrals when appropriate, and collaborate on engagements that benefit from complementary expertise.
Our Goal Is Simple
To help experienced banking professionals continue making meaningful contributions while enjoying a rewarding, intellectually stimulating and flexible second career.