upcoming presentations
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.
Joe Sullivan and Jim Perry spoke at the 2022 Financial Brand Forum on how to supercharge your strategic planning for future growth.
Our speaking engagements are being presented in person at conferences, workshops and seminars, as well as through virtual online presentations.
04.17-18.24
Joe Sullivan presents: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program | virtual program
04.22.24
Jim Perry presents: A Survival Guide for Banks and Bankers
Baker Hill Prosper 2024 Annual User Conference | Orlando, FL
04.23.24
Joe Sullivan presents: Preparing Culture for Fintech Partnerships and Reinventing the Role of the Branch
Ohio Credit Union League - Invest 48 | Columbus, OH
04.24.24
Joe Sullivan presents: Understanding the Fundamentals of Fintech
Montana Bankers Association Executive Development Program | virtual program
04.26.24
Joe Sullivan presents: Understanding the Fundamentals of Fintech
Utah Bankers Association Executive Development Program | location t/b/a
04.29.24
Joe Sullivan presents: Understanding the Fundamentals of Fintech
Idaho Bankers Association Executive Development Program | location t/b/a
05.09.24
Jim Perry presents: Community Banking in the Age of AI
Michigan Bankers Association Perry School of Banking | East Lansing, MI
05.20-24.24
Joe Sullivan presents: Demographic Disruption: Banking in an Aging America
Financial Brand Forum | Las Vegas, NV - Program Information
05.23.24
Jim Perry presents: Fireside Chat: Why Diversity Matters – The Case For Diversity
Finovate Spring | San Francisco, CA - Program Information
06.26-28.24
Joe Sullivan presents: Demographic Disruption: Banking in an Aging America
WA/ID/NV/OR Bankers Associations Annual Convention | Skamania Lodge, Stevenson, WA - Program Information
08.15-16.24
Jim Perry presents: Top Trends in Successful Association Communication
State Banking Association Communicators Conference | Seattle, WA
09.19.24
Joe Sullivan presents: Demographic Disruption: Banking in an Aging America
Wyoming Bankers Association Lenders Conference | Cheyenne, WY
09.22-25.24
Joe Sullivan presents: t/b/a
Kentucky Bankers Association Annual Convention | Hot Springs, VA - Program Information
11.13-15.24
Joe Sullivan presents: topic t/b/a
Ohio Bankers Association Main Event Conference | Columbus, OH
recent presentations
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.
Jim Perry speaking at the 2023 Annual Convention of the Arkansas Bankers Association
03.21.24
Jim Perry presented: Harnessing the Power of DEI and Belonging
and The Evolving Customers
Michigan Bankers Association BEST Conference | Traverse City, MI
03.08.24
Jim Perry presented: Keys to Marketing Success in 2024
Illinois Bankers Association The ONE Conference | East Peoria, IL
03.07.24
Joe Sullivan presented: The Emerging Consumer
Graduate School of Banking Digital Banking School
02.24.24
Joe Sullivan presented: Navigating the Coming Demographic Crisis
Nebraska Bankers Association Bank Executives Conference | Scottsdale, AZ
02.07.24
Jim Perry presented: Keys to Marketing Success in 2024
Nebraska Bankers Association 2024 Operations Conference | Lincoln, NE
01.17.24
Joe Sullivan presented: So You’re Digital - Now What?
Graduate School of Banking Digital Banking School | virtual program
11.13.23
Joe Sullivan presented: Top Trends in Retail Banking Technology and Cultivating Individual and Organizational Resilience
Idaho Bankers Association Emerging Leaders Program | Boise, ID
11.09.23
Jim Perry presented: Supercharge Your Strategic Planning for Future Growth
Kansas Bankers Association Economic Outlook & Risk Management Conference | Wichita, KS
11.07-08.23
Joe Sullivan presented: 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
10.22-25.23
Jim Perry moderated a panel: Right Where You Belong
Money 20/20 | Las Vegas, NV
09.17-22.23
Joe Sullivan presented: The Emerging Consumer
Ohio Bankers League Bank Management School | Columbus, OH
09.13.23
Jim Perry presented: Diversity Matters – The Case For Diversity For Your Organization
Finovate Fall | New York, NY
07.26.23
Joe Sullivan presented: Navigating the Coming Demographic Crisis
Texas Bankers Association HR & Operations Conference | Round Rock, TX
Joe Sullivan spoke about the top trends in retail banking at the 2019 New Jersey Bankers Association Annual Conference.
06.28.23
Joe Sullivan presented: Top Trends Transforming Retail Banking in 2023
Ohio Credit Union League Annual Meeting
06.26.23
Joe Sullivan presented: Navigating the Coming Demographic Crisis
Utah Bankers Association Annual Convention | Sun Valley, ID
06.20.23
Jim Perry moderated a panel: The Challenges Keep on Coming
Fintech Talents North America | New York, NY
06.12-13.23
Joe Sullivan presented: Navigating the Coming Demographic Crisis and Top Trends Transforming Retail Banking in 2023
Minnesota Bankers Association Annual Summit | Duluth, MN
06.08.23
Jim Perry presented: Walking the Talk of Diversity, Equity & Inclusion: What Role Do You Play?
Ohio Bankers League Next Gen Conference | Columbus, OH
06.06.23
Joe Sullivan presented Top Trends Transforming Retail Banking in 2023
2022 NDBA/SDBA Annual Convention | Sioux Falls, SD
05.18.23
Joe Sullivan presented: Top Trends Transforming Retail Banking in 2023 and Navigating the Coming Demographic Crisis
Indiana Bankers Association Mega Conference | Indianapolis, IN
05.17.23
Jim Perry and Joe Sullivan presented: Supercharge your Strategic Planning for Future Growth
Indiana Bankers Association Mega Conference | Indianapolis, IN
05.12.23
Joe Sullivan presented: Navigating the Coming Demographic Crisis and Improving Digital Member Engagement
Wisconsin Credit Union League Convention & Expo | Wisconsin Dells, WI
05.11.23
Jim Perry presented: Top Trends in Mobile Banking
Michigan Bankers Association Perry School of Banking | East Lansing, MI
04.19-20.23
Joe Sullivan presented: Understanding the Fundamentals of Fintech
Executive Development Program - Washington Bankers Association
04.14.23
Joe Sullivan presented: Understanding the Fundamentals of Fintech
Executive Development Program - Utah Bankers Association | Salt Lake City, UT
04.13.23
Jim Perry presented: Navigating the Coming Demographic Crisis
Michigan Bankers Association Bankers Education Summit and Trade Show (BEST)- 2023 | Grand Traverse Resort, Acme, MI
04.12.23
Joe Sullivan presented: Understanding the Fundamentals of Fintech
Executive Development Program - Montana Bankers Association
04.06.23
Joe Sullivan presented: The Emerging Consumer
Graduate School of Banking Digital Banking School | University of Wisconsin - Madison
04.05.23
Jim Perry presented: Changing Culture for Digital Transformation
Arkansas Bankers Association Annual Convention | Little Rock, AR
04.04-05.23
Joe Sullivan presented: Navigating the Coming Demographic Crisis and Supercharge Your Strategic Planning for Future Growth
Ohio Credit Union League - Invest 48 | Columbus, OH
03.02-03.23
Jim Perry presented: 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
03.03.23
Joe Sullivan presented: Top Trends Transforming Retail Banking in 2023
Illinois Bankers Association, The ONE Conference | Peoria, IL
02.08.23
Joe Sullivan presented: Top Trends Transforming Retail Banking in 2023
Nebraska Bankers Association Marketing Conference | Lincoln, NE
01.23.23
Joe Sullivan presented: The Emerging Consumer
Minnesota Bankers Association webinar