RLR Management Consulting

Educational Services

RLR is excited to host a series of educational webinars to provide our insight on specific subjects. The sessions are complimentary or held at a minimal cost. They are designed to focus on various subjects and industry hot topics.  We appreciate this opportunity to share knowledge and information on key topics. Below is the pertinent information about our next webinar and how to RSVP.

Sign Up: Bank Fraud Management 03/20/2024 Sign Up: Microsoft Power Platform Automation Tools 2/21/2024

Educational Opportunity’s

Automation tools have the power to help us overcome challenges with process efficiency and client experience.  These varied tools allow us to create seamless processes.  They help remove the non-value-add activities that increase operational cost. And ensure consistency in how you serve your customers. To successfully leverage these Automation tools, you will need to know:

  • What is available
  • Where to best use them
  • How you avoid common pitfalls

In this webinar we will cover these topics and as a bonus review the application of Automation to Client Onboarding.

View prior session videos by visiting our – RLR Youtube page. 

Meet your Instructor

Sheila Shaffie

Managing Director at ProcessArc, Inc.

With over 20 years of business transformation, process management & automation experience, Sheila honed her skills at 3 General Electric Businesses – Plastics, Healthcare and Capital.  As a member of GE’s senior leadership team, she leveraged her deep experience in emerging technologies, data and voice of customer analytics to deliver business transformation strategies, reducing operational expenses and improving client retention.  Sheila devised and implemented roadmaps that delivered growth in excess of $350 million, record customer satisfaction and productivity.

As the co-founder of ProcessArc and trusted partner of institutions around the globe, she has helped her clients discover their potential for growth and improved client experience by taking a deep look at business processes. A sample list of her clients include: Thomson Reuters, Charles Schwab, Northwestern Mutual, Ally Financial, Exact Sciences & US Bank.

Sheila holds an MBA from the University of Chicago and a BS in chemical engineering from the University of Waterloo. She has published a Lean Six Sigma book by McGraw-Hill.  Authored whitepapers for Filene Research Institute and American Society for Quality (ASQ) on the topics of Business Transformation, Intelligent Automation and Operational Excellence. Sheila is a regular guest lecturer at UWM and Milwaukee School of Engineering for executive programs. She is GE Lean Six Sigma Master Black Belt certified.






Meet your Instructor

Nora Barefield, CAMS

Nora Barefield, a Consultant with RLR Management Consulting, has over 20 years of program management experience in financial institutions. Nora has led teams through a variety of banking projects including core and teller platform conversions, full system conversions supporting mergers and acquisitions, ATM set-up, debit and credit card support, and other system conversions. She is a Certified Anti-Money Laundering Specialist (CAMS).

Her experience in the financial industry includes BSA/AML/OFAC Program Management, Retail Management, Branch Operations for 46 branches of a $12B Colorado regional bank; Deposit and Card (debit and consumer credit) support for a $10B Community Bank organization (11 member banks), as well as helping to build Community Banks ranging in asset volume from $20MM to $1B.

Sign Up for this No Cost webinar above! 


Sign Up for this No Cost webinar above! 



Meet your Instructor

Meg Tweedy

Meg Tweedy has over 40 years of community banking experience focused on deposit operations. Meg joined a de novo bank and successfully developed the deposit operations infrastructure as the bank grew to a $1.4B institution. Meg’s experience includes oversight of branch operations, system conversions and upgrades, central operations, bank security, financial crimes, products and services, operations audits, and client support.

Meg performs in-depth operational reviews to evaluate policies and procedures and provides gap analysis reports to summarize the operations’ functions and make recommendations to better align the operations’ functions with the bank’s strategic goals.

As a Certified Financial Crimes investigator, clients call upon Meg to review financial crimes, assist with resolution, and review the client’s internal process to determine why the fraud occurred. Procedures and processes are then analyzed to strengthen infrastructure to create a more fraud-resistant culture.