David J. McConney: Leading Business Transformation from the “C” Suite in Financial Services, FinTech and Healthcare Technology companies

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    David J. McConney, a seasoned finance and technology executive with a track record of revitalizing businesses and achieving greater scale, has guided mid-sized private equity firms and large public companies in North America and globally, with P&L responsibility exceeding $200M. He is deeply committed to people development and customer centric growth strategies, having led diverse teams to achieve significant goals.

    Throughout his career, David has demonstrated a commitment to establishing measurable customer-centered objectives to ensure excellent service and drive growth. He has introduced balanced, disciplined, and transparent approaches to managing business outcomes through initiatives focused on People, Product, and Process.

    In his professional journey, David has held diverse executive roles, including serving as Chief Operating Officer at Altruista Health, Inc., where he stabilized operations, improved customer satisfaction, and developed scalable processes. At Harland Financial Solutions/D+H, he held various executive positions, including Senior VP and General Manager, leading initiatives to improve NPS, reorganize delivery structures, and beat revenue growth plans.

    David’s leadership extends beyond the corporate realm, as evidenced by his roles as President & CEO of V2R Financial Services, Inc., and President & Director of Cayman National Bank/Cayman National Corp. He has also served on several boards, including CIBC First Caribbean International Bank and CIBC Trust Company Ltd.

    David’s educational background and extensive community involvement reflect his commitment to excellence and service. He has held board memberships in various organizations and received numerous honors and awards for his contributions to the community and finance industry.

    Character: David McConney demonstrates integrity, reliability, and a strong work ethic in all his endeavors, fostering trust and respect among colleagues and stakeholders.

    Knowledge: With a deep understanding of finance, technology, and business operations, David leverages his expertise to drive innovation, streamline processes, and achieve strategic objectives effectively.

    Strategic: David McConney exhibits strong strategic acumen, consistently developing and executing plans to revitalize businesses, achieve greater scale, and drive sustainable growth in dynamic environments.

    Communication: Possessing excellent communication skills, David adeptly conveys complex ideas, fosters collaboration among diverse teams, and builds strong relationships with clients and stakeholders, ensuring alignment and driving successful outcomes.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.