upcoming presentations
Our speaking engagements are being presented in person at conferences, workshops and seminars, as well as through virtual online presentations.
04.17.25
Jim Perry: Demographic Disruption – Banking in an Aging America
FHLBank Topeka Annual Member Conference | Wichita, KS
04.17.25
Joe Sullivan: Understanding the Fundamentals of Fintech
Montana Bankers Association Executive Development Program | virtual
04.18.25
Jim Perry: Rethinking the Role of Culture & Strategy in Banking
FHLBank Topeka Annual Member Conference | Wichita, KS
04.22-23.25
Joe Sullivan: Demographic Disruption – Banking in an Aging America and Banking in the Age of Generative AI
Ohio Credit Union League Invest48 Conference | Columbus, OH
05.01.25
Jim Perry & Joe Sullivan: Banking in the Age of Generative AI
World Council of Credit Unions Webinar | virtual
05.05.25
Jim Perry: Community Banking in the Age of AI
Michigan Bankers Association Perry School of Banking | East Lansing, MI
05.07-09.25
Jim Perry: Executive Briefing: Beyond Financial Inclusion
Finovate Spring | San Diego, CA
05.09.25
Joe Sullivan: The Emerging Consumer: What’s New? What’s Next?
NEFMA Spring Conference | Portland, ME
05.09.25
Jim Perry: Banking in the Age of Generative AI
Texas Bankers Association Marketing Summit | Austin, TX
05.20.25
Joe Sullivan: Demographic Disruption: Banking in an Aging America
Abrigo ThinkBIG 2025 | Orlando, FL
05.20.25
Jim Perry: AI Beyond the Hype: Delivering Real Impact for Banks and Credit Unions
Abrigo ThinkBIG 2025 | Orlando, FL
05.21.25
Joe Sullivan: The Zen of Banking
Abrigo ThinkBIG 2025 | Orlando, FL
08.12.25
Jim Perry: A Survival Guide for Banks & Bankers
Minnesota Bankers Association Bankers Conference | Edina, MN
Jim Perry shared insights on topics from AI to GenZ with (l to r) Allison Cerra, Theo Lau and Jennifer White at Alkami’s Alkami Co:Lab in Nashville, TN in April 2025
Joe Sullivan presented Navigating the Coming Demographic Crisis at Minnesota Bankers Summit in Duluth, MN in June 2023.
Jim Perry (l) spoke about diversity, equity and inclusion with David Penn (r) during a Fireside Chat at Finovate Fall 2023 in New York City.
recent presentations
Demographic Trends and CONSUMER BEHAVIOR
04.08.25 Joe Sullivan: Demographic Disruption – Banking in an Aging America
Michigan Bankers Association BEST Conference | Traverse City, MI
04.02.25 Jim Perry: Co:lab 2025 Industry Panel
Alkami CO:LAB | Nashville, TN
03.31.25 Jim Perry: The Gen Z Blueprint: Transforming Banking Relationships and Workforce Engagement
Alkami CO:LAB | Nashville, TN
03.18.25 Joe Sullivan: The Emerging Consumer
Graduate School of Banking Digital Banking School | University of Wisconsin - Madison
03.14.25 Joe Sullivan: Demographic Disruption – Banking in an Aging America | Illinois Bankers Association The ONE Conference | Bloomington-Normal, IL
12.04.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | 2024 SBA Ed Directors Conference | Philadelphia, PA
11.14.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | Ohio Bankers League Main Event Conference | Columbus, OH
10.17.24 Jim Perry: Demographic Disruption: Banking in an Aging America | NEFMA Fall Conference | Framingham, MA
09.25.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | Kentucky Bankers Association Annual Convention | Hot Springs, VA
09.24.24 Jim Perry: The Emerging Consumer | Ohio Bankers League Bank Management School | Columbus, OH
09.19.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | Wyoming Bankers Association Lenders Conference | Cheyenne, WY
09.19.24 Jim Perry: Where Do Customers Get Financial Advice? | New York Bankers Association Business of Banking Conference | Ithaca, NY
06.26-28.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | WA/ID/NV/OR Bankers Associations Annual Convention | Skamania Lodge, Stevenson, WA
05.22.24 Joe Sullivan: Demographic Disruption: Banking in an Aging America | Financial Brand Forum | Las Vegas, NV
03.07.24 Joe Sullivan: The Emerging Consumer | Graduate School of Banking Digital Banking School
02.24.24 Joe Sullivan: Navigating the Coming Demographic Crisis | Nebraska Bankers Association Bank Executives Conference | Scottsdale, AZ
09.17-22.23 Joe Sullivan: The Emerging Consumer | Ohio Bankers League Bank Management School | Columbus, OH
07.26.23 Joe Sullivan: Navigating the Coming Demographic Crisis | Texas Bankers Association HR & Operations Conference | Round Rock, TX
06.26.23 Joe Sullivan: Navigating the Coming Demographic Crisis | Utah Bankers Association Annual Convention | Sun Valley, ID
05.12.23 Joe Sullivan: Navigating the Coming Demographic Crisis and Improving Digital Member Engagement | Wisconsin Credit Union League Convention & Expo | Wisconsin Dells, WI
04.13.23 Jim Perry: Navigating the Coming Demographic Crisis Michigan Bankers Association Bankers Education Summit and Trade Show (BEST)- 2023 | Grand Traverse Resort, Acme, MI
04.06.23 Joe Sullivan: The Emerging Consumer Graduate School of Banking Digital Banking School | University of Wisconsin - Madison
04.04-05.23 Joe Sullivan: Navigating the Coming Demographic Crisis and Supercharge Your Strategic Planning for Future Growth Ohio Credit Union League - Invest 48 | Columbus, OH
01.23.23 Joe Sullivan: The Emerging Consumer | Minnesota Bankers Association webinar
Generative AI & TechnologY
04.08-16.25 Joe Sullivan: Understanding the Fundamentals of Fintech Washington, Idaho & Utah Bankers Association Executive Development Program | virtual
03.05.25 Jim Perry: Banking in the Age of Generative AI
Virginia Bankers Association/Maryland Bankers Association Connect & Protect Experience | Williamsburg, VA
09.25.24 Jim Perry: The Power of Generative AI in Banking: Benefits, Challenges & Risks | Michigan Bankers Association Rising Leaders Fall Summit | Grand Rapids, MI
05.09.24 Jim Perry: Community Banking in the Age of AI | Michigan Bankers Association Perry School of Banking | East Lansing, MI
04.17-18.24 Joe Sullivan: Understanding the Fundamentals of Fintech | Washington Bankers Association Executive Development Program | virtual program
04.29.24 Joe Sullivan: Understanding the Fundamentals of Fintech | Idaho Bankers Association Executive Development Program | Idaho
04.26.24 Joe Sullivan: Understanding the Fundamentals of Fintech | Utah Bankers Association Executive Development Program | Salt Lake City, UT
04.24.24 Joe Sullivan: Understanding the Fundamentals of Fintech | Montana Bankers Association Executive Development Program | virtual program
01.17.24 Joe Sullivan: So You’re Digital - Now What? | Graduate School of Banking Digital Banking School | virtual program
11.13.23 Joe Sullivan: Top Trends in Retail Banking Technology and Cultivating Individual and Organizational Resilience | Idaho Bankers Association Emerging Leaders Program | Boise, ID
05.11.23 Jim Perry: Top Trends in Mobile Banking Michigan Bankers Association Perry School of Banking | East Lansing, MI
04.19-20.23 Joe Sullivan: Understanding the Fundamentals of Fintech Executive Development Program - Washington Bankers Association
04.14.23 Joe Sullivan: Understanding the Fundamentals of Fintech Executive Development Program - Utah Bankers Association
04.12.23 Joe Sullivan: Understanding the Fundamentals of Fintech Executive Development Program - Montana Bankers Association
04.05.23 Jim Perry: Changing Culture for Digital Transformation Arkansas Bankers Association Annual Convention | Little Rock, AR
MARKETING
03.08.24 Jim Perry: Keys to Marketing Success in 2024 Illinois Bankers Association The ONE Conference | East Peoria, IL
02.07.24 Jim Perry: Keys to Marketing Success in 2024 Nebraska Bankers Association 2024 Operations Conference | Lincoln, NE
Jim Perry moderated a panel on diversity, equity, inclusion and belonging at Money 20/20 USA 2023 as part of the Rise Up/Amplify initiatives to empower future fintech leaders.
Joe Sullivan spoke about the top trends in retail banking at the 2019 New Jersey Bankers Association Annual Conference.
Jim Perry speaking at the 2023 Annual Convention of the Arkansas Bankers Association
Joe Sullivan and Jim Perry spoke at the 2022 Financial Brand Forum on how to supercharge your strategic planning for future growth.
Financial Inclusion & Empowerment and Diversity, Equity, and Inclusion (DEI)
03.13-14.25 Jim Perry: Rethinking the Role of Culture & Strategy and Achieving Growth by Doing Good
Illinois Bankers Association The ONE Conference | Bloomington-Normal, IL
09.09-11.24 Jim Perry moderated: Deep Dive Executive Briefing - Financial Inclusion | Finovate Fall | New York, NY
05.23.24 Jim Perry: Why Diversity Matters – The Case For Diversity | Finovate Spring | San Francisco, CA
03.21.24 Jim Perry: Harnessing the Power of DEI and Belonging and The Evolving Customers | Michigan Bankers Association BEST Conference | Traverse City, MI
10.22-25.23 Jim Perry moderated a panel: Right Where You Belong | Money 20/20 | Las Vegas, NV
09.13.23 Jim Perry: Diversity Matters – The Case For Diversity For Your Organization | Finovate Fall | New York, NY
06.20.23 Jim Perry moderated: The Challenges Keep on Coming | Fintech Talents North America | New York, NY
06.08.23 Jim Perry: Walking the Talk of Diversity, Equity & Inclusion: What Role Do You Play? | Ohio Bankers League Next Gen Conference | Columbus, OH
03.02-03.23 Jim Perry: Top Trends in Mobile Banking and Walking the Talk of Diversity, Equity and Inclusion - A Blueprint for Accelerating DE&I Progress Illinois Bankers Association, The ONE Conference | Peoria, IL
Strategic Planning
11.09.23 Jim Perry: Supercharge Your Strategic Planning for Future Growth | Kansas Bankers Association Economic Outlook & Risk Management Conference | Wichita, KS
05.17.23 Jim Perry and Joe Sullivan: Supercharge your Strategic Planning for Future Growth | Indiana Bankers Association Mega Conference | Indianapolis, IN
Retail Banking Trends and Strategies
11.21.24 Joe Sullivan: A Survival Guide for Banks & Bankers | Wisconsin Bankers Association Retail & Marketing Summit | Wisconsin Dells, WI
11.14.24 Joe Sullivan: A Survival Guide for Banks & Bankers | Ohio Bankers League Main Event Conference | Columbus, OH
11.06.24 Joe Sullivan: A Survival Guide for Banks & Bankers | Kansas Bankers Association Economic Outlook & Risk Management Conference | Manhattan, KS
10.9-11.24 Joe Sullivan: A Survival Guide for Retail Banking | Corporate One Federal Credit Union CEO Roundtable | Oxford, OH
08.15-16.24 Jim Perry: Top Trends in Successful Association Communication - A Survival Guide | State Banking Association Communicators Conference | Seattle, WA
08.7-9.24 Joe Sullivan: Branch Viability, Optimization & Profitability in an Evolving Digital Landscape - Part 1-3 | Graduate School of Banking | University of Wisconsin-Madison
04.23.24 Joe Sullivan: Preparing Culture for Fintech Partnerships and Reinventing the Role of the Branch | Ohio Credit Union League - Invest 48 | Columbus, OH
04.22.24 Jim Perry: A Survival Guide for Banks and Bankers | Baker Hill Prosper 2024 Annual User Conference | Orlando, FL
11.13.23 Joe Sullivan: Top Trends in Retail Banking Technology and Cultivating Individual and Organizational Resilience | Idaho Bankers Association Emerging Leaders Program | Boise, ID
11.07-08.23 Joe Sullivan: Navigating the Coming Demographic Crisis, Top Trends Transforming Retail Banking in 2023 and Supercharge your Strategic Planning for Future Growth | Ohio Bankers League The Main Event | Columbus, OH
06.28.23 Joe Sullivan: Top Trends Transforming Retail Banking in 2023 Ohio Credit Union League Annual Meeting
06.12-13.23 Joe Sullivan: Navigating the Coming Demographic Crisis and Top Trends Transforming Retail Banking in 2023 Minnesota Bankers Association Annual Summit | Duluth, MN
06.06.23 Joe Sullivan: Top Trends Transforming Retail Banking in 2023 2022 NDBA/SDBA Annual Convention | Sioux Falls, SD
05.18.23 Joe Sullivan: Top Trends Transforming Retail Banking in 2023 and Navigating the Coming Demographic Crisis | Indiana Bankers Association Mega Conference | Indianapolis, IN
03.03.23 Joe Sullivan: Top Trends Transforming Retail Banking in 2023 | Illinois Bankers Association, The ONE Conference | Peoria, IL
02.08.23 Joe Sullivan: Top Trends Transforming Retail Banking in 2023 Nebraska Bankers Association Marketing Conference | Lincoln, NE