educational presentations
Market Insights delivers educational presentations designed to enlighten, engage, and inspire. Every year, we craft topics that empower financial service professionals to elevate their expertise, explore emerging trends, and embrace the latest innovations and best practices.
Our presentations go beyond information—they ignite action. Each topic is thoughtfully developed to present practical strategies that can be applied for immediate impact and long-term success. Plus, we continually refine our offerings to provide fresh, visionary ideas and cutting-edge solutions. And because we know every audience is unique, we’re ready to customize our content to perfectly align with your goals, event theme, and audience.
We have been engaged to speak in states colored in either green or blue. The states colored in blue represent states where we have been engaged to speak in 2025. We have also presented in Europe and South America.
our speakers
Joe Sullivan is the CEO and Founder of Market Insights, Inc. With over 30 years of experience as a consultant, author, and speaker, Joe focuses on themes of growth, innovation, and motivation. Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. Joe offers insights that challenge conventional thinking, creating a sense of excited urgency with his audiences.
Jim Perry is the Senior Strategist at Market Insights. Jim has presented at conferences across the U.S. He's a co-founder of the Fintech Book Club on LinkedIn and a founding board member of the National Alliance for Financial Literacy and Inclusion. He is a frequent guest on industry podcasts and thousands of community banks and credit unions rely on his insights for industry trends, fintech developments, and more.
featured presentations
The Zen of Banking
In this motivational keynote, Joe Sullivan explores how the principles of Zen—balance, simplicity, and adaptability—are becoming crucial in navigating this evolving banking landscape. From the seamless integration of digital technologies to fostering deeper connections with customers, we'll discuss how embracing a more mindful and holistic approach to banking can lead to greater innovation, resilience, and renewed focus on what truly matters.
The Longevity Economy: Rethinking Growth as America Ages
The longevity economy is more than just an aging story—it’s a transformation that touches every generation. Americans are not only living longer, but they’re also living differently, with life stages, financial milestones, and family dynamics reshaped by extended lifespans. For community banks and credit unions, this means both risk and opportunity: serving older adults whose retirements may last 30 years or more, engaging younger generations facing delayed milestones and mounting debt, and preparing for an unprecedented transfer of wealth. To thrive, bankers must rethink growth, recalibrate the customer experience, and reimagine their workforce for a society where 60 is the new 40—and where the definition of financial wellness is evolving across the lifespan.
The New Math of Deposit Growth
Focusing on Retention, Relationships, and Relevance
Rising rates, digital disloyalty, and demographic disruption have made traditional deposit strategies obsolete. In this fast-paced session, we’ll unpack the “new math” of deposit growth—where primacy is no longer a given, loyalty is earned in real-time, and growth depends on precision, not just promotions. You’ll learn how shifting consumer expectations, liquidity pressures, and competitive threats are reshaping the game—and discover how segmentation, personalization, and behavioral tools can help your institution attract, retain, and grow core deposits with greater efficiency and impact.
A Fresh Framework for Branch Network Decisions
As digital habits reshape how consumers interact with their financial institutions, the traditional rules of branch planning no longer apply. It’s no longer enough to rely on legacy metrics or gut instinct when deciding which locations to invest in, reinvent, or let go. This session introduces a fresh, practical framework—built around Purpose, Placement, and Performance—that helps leaders evaluate their branch networks with greater clarity and confidence. With case studies, behavioral insights, and a focus on both data and culture, this talk invites financial institutions to move beyond sentiment and legacy thinking, and toward a more strategic, future-ready approach to branch decisions.
The Emerging Consumer- What’s New? What’s Next?!
In an era defined by uncertainty, today’s “emerging consumer” is not just younger—they’re more diverse, digitally fluent, financially anxious, and harder to predict. From Gen Z’s values-driven choices to the economic rethinking of Millennials, from the digital curiosity of Boomers to the rising expectations of LMI households, consumer behavior is evolving fast—and yesterday’s insights won’t drive tomorrow’s growth. This fast-paced, always-updated session explores the most important demographic, technological, and behavioral shifts shaping consumer expectations in 2026. You’ll leave with practical strategies to engage, acquire, and retain today’s emerging consumer—on their terms, across channels, and in ways that build trust and loyalty in a fragmented world.
Achieving Growth by Doing GooD
In 2026, millions of Americans remain caught in the squeeze between stagnant wages and rising costs—from housing and healthcare to groceries and childcare. Financial stress is no longer limited to the traditionally underserved—it now affects a growing portion of the working population, reshaping what it means to be "low- to moderate-income." For community banks and credit unions, this is more than a call for compassion—it’s a call for relevance. This session explores how financial institutions can move beyond checkbox compliance with CRA and DEI mandates to become true partners in the financial lives of struggling households. We'll examine shifting demographic and behavioral trends, spotlight overlooked and emerging consumer segments, and share actionable strategies for creating accessible, sustainable, and trust-building solutions—from small-dollar lending and savings nudges to financial coaching and embedded service models.
A Practical Guide to AI Strategy
AI is no longer on the horizon—it’s here, and it’s already reshaping how banks operate, how customers engage, and how teams get work done. But for leaders at community-based institutions, the biggest challenge isn’t catching up on the tech—it’s knowing where to focus, when to act, and how to prepare your organization for what’s next.
This session goes beyond the buzz to offer a clear, strategic lens on AI for bank and credit union executives. We’ll explore what’s working today—from agentic AI assistants to smarter fraud detection—and where real ROI is emerging. You’ll learn how peer institutions are balancing innovation with risk, how to assess your own readiness, and what questions to ask vendors, boards, and internal teams before making key decisions.
Click here for a pdf of some of our most requested topics for 2025. All of our topics can be adapted as a keynote presentation, a general session, a workshop, panel or webinar. Many of our topics are also effective as training sessions for boards, senior executives or staff. Other available topics:
Supercharge your Strategic Planning for Future Growth
Standing for Equality: Connecting with LGBTQ+ Consumers
Become a Banking Entrepreneur
A Survival Guide for Banks & Bankers
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
How to Build Individual & Organizational Resilience
Keeping Banking Human
