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upcoming speaking engagements

03.13-14.25
Rethinking the Role of Culture & Strategy and Achieving Growth by Doing Good
Illinois Bankers Association The ONE Conference | Bloomington-Normal, IL

03.31.25
The Gen Z Blueprint: Transforming Banking Relationships and Workforce Engagement
Alkami Co:lab | Nashville, TN

04.17-18.25
Demographic Disruption – Banking in an Aging America and Rethinking the Role of Culture, Strategy and DEIB in Banking
FHLBank Topeka Annual Member Conference | Wichita, KS

05.4-7.25
Community Banking in the Age of AI
Michigan Bankers Association Perry School of Banking | East Lansing, MI

05.7-9.25
Topic T/B/D
Finovate Spring | San Diego, CA

05.20-21.25
Topic T/B/D
Abrigo ThinkBIG 2025 | Orlando, FL

08.12.25
a survival guide for banks & bankers
Minnesota Bankers Association Bankers Conference | Edina, MN

2025 FEATURED TOPICS

ACHIEVING GROWTH BY DOING GOOD

The high cost of living remains a significant concern in the United States and invites banks and credit unions to rethink their approach to financial inclusion. This session will look closely at the current needs of consumers earning low- to moderate-incomes and show how the financial sector can look beyond CRA requirements, identify emerging segments within this population, and develop new ways to address their needs and goals.

BANKING IN THE AGE OF GENERATIVE AI

Artificial intelligence (AI) has been evolving for 80 years, but the advent of ChatGPT and the science of Generative AI is redefining what it means to live and work in an augmented and automated age. This session explores the rapid advancements in AI, highlighting how community-based financial institutions can leverage this technology to enhance efficiency, security, and personalization. Learn how to navigate the challenges, adopt key use cases and seize the opportunities presented by this new era.

A SURVIVAL GUIDE FOR BANKS & BANKERS

Banks and bankers face unprecedented pressure due to rapid technological advancements, the rise of embedded finance, increased regulatory complexity, and escalating digital competition. This "Survival Guide" session provides practical insights into the trends reshaping retail banking and offers actionable guidance for bankers to recalibrate strategies and realign with evolving consumer expectations.

DEMOGRAPHIC DISRUPTION: BANKING IN AN AGING AMERICA

America is approaching a demographic crisis that will impact every facet of society, the economy, and the banking industry. This powerful session explores how bankers must rethink their strategies for long term relevance and success in the face of accelerating demographic shifts.

THE EMERGING CONSUMER- WHAT’S NEW? WHAT’S NEXT?!

Achieving sustainable growth requires continuous realignment with the behaviors and expectations of consumers. Financial institutions can no longer rely on yesterday’s consumer insights. This routinely updated session highlights key trends shaping new behaviors and provides practical strategies for financial institutions to engage, acquire, and retain the emerging consumer.

Other Available Topics:
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
Rethinking the Role of Culture & Strategy
The Zen of Banking
Standing for Equality: Connecting with LGBTQ+ Consumers