educational presentations

Market Insights offers educational presentations that are designed to keep your conference, workshop or webinar attendees informed, inspired and focused on success. Several new topics have been introduced for 2020, including another on the theme of human connection entitled Strategies to Keep Banking Human. 

While 2020 topics (click image at the left 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

The states colored either dark green or light green represent parts of the US where we have been engaged to speak. We have also presented in Europe and South America. The states shown in light green represent 2019 engagements.

The states colored either dark green or light green represent parts of the US where we have been engaged to speak. We have also presented in Europe and South America. The states shown in light green represent 2019 engagements.

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upcoming presentations

Last year, Joe Sullivan spoke at The Financial Brand Forum on the importance of deepening human connection through the banking experience.

Joe Sullivan spoke about the top trends in retail banking at the 2019 New Jersey Bankers Association Annual Conference.

Joe Sullivan spoke about the top trends in retail banking at the 2019 New Jersey Bankers Association Annual Conference.

10.01.19
Joe Sullivan presents: The Emerging Consumer and How to Bank Them
Ohio Bankers League Bank Management School | Columbus, OH

10.03.19
Jim Perry presents: Standing for Equality: Connecting with LGBTQ Consumers
Western Bankers Association | Webinar

10.11.19
Joe Sullivan presents the closing keynote: The Evolution of the Branch in Today’s Digital World
Western Bankers Association Directors Conference | Dana Point, CA program information


recent presentations

Jim Perry facilitating a roundtable discussion about bank marketing at Ohio Bankers League 2018 Marketing Conference

Jim Perry facilitating a roundtable discussion about bank marketing at Ohio Bankers League 2018 Marketing Conference

09.17.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Moss Adams Community Banking Conference | Huntington Beach, CA

09.12.19
Jim Perry presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2020
Western Bankers Association | Webinar

07.30.19
Joe Sullivan presented: The Evolution of the Branch in Today’s Digital World
Graduate School of Banking - University of Wisconsin | Madison, WI

07.12.19
Joe Sullivan presented: The Human Side of Running the Bank
25th Annual Senior Management Summit | Lost Pines, TX

05.09.19
Jim Perry presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2019
2019 NEFMA Spring Conference | Providence, RI

05.04.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
New Jersey Bankers Association 115th Annual Conference | Boulder, CO

04.26.19
Joe Sullivan presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2019
Iowa Bankers Association Marketing Conference | Des Moines, IA

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)

04.12.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Rosemont, IL

04.05.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Madison, WI

04.04.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Green Bay, WI

04.03.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Illinois Bankers Association Seminar | Springfield, IL

03.21.19
Jim Perry presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Springfield, IL

03.21.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Pennsylvania Bankers Association | Harrisburg, PA

Jim Perry speaking at the 2017 Financial Brand Forum in Las Vegas, Nevada.

Jim Perry speaking at the 2017 Financial Brand Forum in Las Vegas, Nevada.

03.20.19
Jim Perry presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | O’Fallon, IL

02.28.19-03.01.19
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World, Big Ideas for Bank Marketing and Top Trends That Will Disrupt and Define Retail Banking 2019
Illinois Bankers Association The One Conference | East Peoria, IL

02.27.19
Joe Sullivan presented: Mission: Possible
Not-for-Profit Conference sponsored by 1st Security Bank | Seattle, WA

02.06.19
Joe Sullivan presented: Making the Most of a One-Person Marketing Department
Nebraska Bankers Association 2019 Operations Conference - Technology, Marketing and Retail Banking | Lincoln, NE

12.12.18
Jim Perry presented: Recognizing Toxic Culture & Creating Change
Western Bankers Association WiBinar

12.04.18
Joe Sullivan presented: The Future of Community Banking
Graduate School of Banking at the University of Wisconsin - Madison

11.15.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Washington Bankers Association Emerging Leaders Conference | Seattle, WA

11.14.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Utah Bankers Association | Salt Lake City, UT

11.13.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Wisconsin Bankers Association Lead360 Conference | Stevens Point, WI

10.02.18
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Ohio Bankers League Bank Management School | Columbus, OH

09.27-28.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Moss Adams Community Bank Conference | Huntington Beach, CA

09.25.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
North Carolina Bankers Association 2018 Fusion Forum | Raleigh, NC

09.24.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Western Bankers Association 2018 Education Summit & Expo | Anaheim, CA

09.14.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Texas Bankers Association Marketing Conference | Dallas, TX

08.08-09.18
Joe Sullivan presented: Top Trends that will Disrupt and Define Retail Banking
Federal Home Loan Bank Cincinnati 2018 Financial Management Conference | Nashville, TN

07.26.18
Joe Sullivan presented: The Future of Banking
Federal Home Loan Bank of Chicago webinar

07.19.18
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Texas Bankers Association Senior Management Summit | San Antonio, TX

06.30.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Credit Union National Association (CUNA) America's Credit Union Conference (ACUC) | Boston, MA

06.14.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Wisconsin Bankers Association BOLT (Building Our Leaders of Tomorrow) Conference

05.25.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Western Independent Bankers Emerging Leaders Conference | San Diego, CA

05.23.18
Joe Sullivan presented The Future of Banking
Wisconsin Bankers BSA/AML Compliance Conference | Wisconsin Dells, WI

05.07-09.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Financial Brand Forum 2018 | Las Vegas, NV

04.24.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World and Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Ohio Credit Union League Invest48 Conference | Columbus, OH

03.22.18
Jim Perry presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2018
Ohio Bankers League Marketing Conference | Columbus, OH

03.07.18
Jim Perry presented: Proving Your Worth - Practical Strategies for Measuring Marketing Effectiveness
Washington Bankers Association 2018 Marketing Conference | Seattle, WA

02.24.18
Joe Sullivan presented: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth and Top Trends Disrupting and Defining Retail Banking
Nebraska Bankers Association 2018 Bank Executive Conference | Maui, Hawaii

02.22.18
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World
Washington Bankers Association Retail Sales & Leadership Conference | Seattle, WA

02.07.18
Joe Sullivan presented: Guerrilla Marketing: Creating Buzz on a Shoesetring Budget
Nebraska Bankers Association 2018 Operations Conference: Marketing & Retail Banking | Lincoln, NE

02.06-07.18
Jim Perry presented: Proven Strategies to Shape Your Institution's Culture
Deluxe Echange 2018 | Boca Raton, FL