Educational Presentations

Market Insights offers educational presentations that are designed to keep your conference, workshop or webinar attendees informed, inspired and focused on success. While this year’s topics (click image at right to download catalog .pdf) have been carefully crafted to provide forward-thinking ideas and practical solutions, please know that any of these can be customized to meet your specific needs, your convention theme and your audience.

Call us today to have a member of our team deliver a presentation
at your next meeting or conference: 800-348-0220

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upcoming presentations

Joe Sullivan speaking at the World Credit Union Organization's conference in Belfast, Northern Ireland. (photo credit: James Sullivan, Co-operative News)

Joe Sullivan speaking at the World Credit Union Organization's conference in Belfast, Northern Ireland. (photo credit: James Sullivan, Co-operative News)

05.02-04.17
Joe Sullivan presents: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth and Guerrilla Marketing: Creating Buzz on a Shoestring Budget
Indiana Bankers Association Mega Conference 2017 | Indianapolis, IN - Program Information

05.11.17
Joe Sullivan presents: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Texas Bankers Association 133rd Annual Conference | San Antonio, TX - Program Information

05.18.17 and 05.19.17
Jim Perry presents: Proven Strategies to Shape Your Institution’s Culture
The Financial Brand Forum | Las Vegas, NV - Program Information

05.24.17
Jim Perry presents: Proven Strategies to Shape Your Institution’s Culture
Western Independent Bankers Emerging Leaders Conference | Seattle, WA - Program Information

05.24.17
Joe Sullivan presents: Purpose, Passion and Profits: A New Path to a Profitable Future
Western Independent Bankers Emerging Leaders Conference | Seattle, WA - Program Information

06.05.17
Joe Sullivan presents: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
The 33rd Annual DCG Balance Sheet Management Conference | Boston, MA - Program Information

06.26-27.17
Joe Sullivan presents: The Top Trends Shaping Retail Banking
The FMS Forum 2017 | Las Vegas, NV - Program Information  

08.09-10.17
Joe Sullivan presents: The Future of Small Town Banking
FHLB Cincinnati Management Conference | Cincinnati, OH - Program Information


recent presentations

03.15-19.17
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth and Guerrilla Marketing: Creating Buzz on a Shoestring Budget
ICBA Community Banking Live | San Antonio, TX

02.08.17
Joe Sullivan presented: The Future of Small Town Banking
UW Graduate School of Banking | Madison, WI

12.05.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
2016 Northwest Bank Executive Conference | Seattle, WA

12.01.16
Joe Sullivan presented: Future of Small Town Banking
Michigan Bankers Association Bank Management & Directors Conference
| Rochester, MI

11.30.16
Jim Perry presented: From Data to Decision Making: 3 Steps to Developing a Data-Driven Marketing Strategy
EVERFI Roundtable | Chicago, IL

11.02.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
New Jersey Bankers Senior Management Conference | Atlantic City, NJ

10.26.16
Jim Perry presented: Moving Beyond a “Me-Too” Approach to Branch Transformation
Wisconsin Bankers Association Lead 360 Conference | Stevens Point, WI

10.12-13.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
and Top Trends in Retail Banking
Fecolfin Convención Financiera Cooperativa 2016 | Colombia, South America

9.25-27.16
Joe Sullivan presented a Learning Lab Session: Creating Strategic Impact Through Innovative Integrated Marketing
American Bankers Association – 2016 ABA Bank Marketing Conference | Nashville, TN

9.25-28.16
Jim Perry presented: Big Ideas in Bank Marketing: Strategies to Shake up the Status Quo
Western Independent Bankers 2016 Education Summit & Expo | Anaheim, CA

9.21-23.16
Joe Sullivan presented: Creating Strategic Impact Through Innovative Integrated Marketing and 
Guerrilla Marketing: Creating Buzz on a Shoestring Budget

Texas Bankers Association 3rd Annual Marketing Management Conference | San Antonio, TX

9.14.16
Jim Perry presented: What Do We Do with Our Branches? – A New Look at the Insights Necessary for Growth
Wisconsin Bankers Association 2016 Management Conference | Green Bay, WI

9.13.16
Joe Sullivan presented: What Do We Do with Our Branches? – A New Look at the Insights Necessary for Growth
Moss Adams’ 16th Annual Community Banking Conference | Newport Beach, CA

8.25-26.16
Joe Sullivan presented: Guerrilla Marketing: Creating Buzz on a Shoestring Budget and The Future of Small Town Banking
Midwest Independent Bank 2016 MIB Community Banking Conference | Independence, MO

7.19.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
World Council of Credit Unions Conference | Belfast, Northern Ireland

6.27-29.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
CUNA Mutual ACUC Conference | Seattle, WA

6.7.16
Joe Sullivan presented and moderated a panel discussion on: 
Transforming Banking from the Inside Out: Building a Culture that Drives Performance
Tennessee Bankers Association 126th Annual Meeting | Belmond Charleston Place, Charleston, SC

5.23.16
Joe Sullivan presented: Know Your Market – A New Look at the Customer Insights Necessary for Growth
Bank CEO Peer Group Meeting | Dubuque, IA

5.17.16
Joe Sullivan presented: Guerrilla Marketing: Creating Buzz on a Shoestring Budget
The Financial Brand Forum | Las Vegas, NV

4.7.16
Joe Sullivan presented: Know Your Market – A New Look at the Customer Insights Necessary for Growth
#BankSocial Media Conference | Newark, NJ

3.23.16
Joe Sullivan presented: Future of Small Town Banking
North Carolina Bankers Association | Webinar

3.22.16
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Utah Bankers Association – Technology and Cyber Security Conference | Salt Lake City, UT

3.11.16
Jim Perry presented: Big Ideas in Bank Marketing 2016
2016 OBL Bank Marketing Conference | Columbus, OH

3.10.16
Joe Sullivan presented: A 3-Step Guide to Making Difficult Branch Decisions
The Financial Managers Society | Webinar

2.16.16
Joe Sullivan presented: Reinvent & Reposition
ABA National Conference for Community Bankers (NCCB) | Palm Desert, CA

1.12.16
Joe Sullivan presented: Evolution of Branch Delivery
North Carolina Bankers Association | Webinar