Educational Presentations

Forward… it is a simple word, a desirable goal. But to move forward in the industry today, financial services professionals must learn new skills and consider fresh perspectives.

Market Insights offers educational presentations that are designed to keep your conference, workshop or webinar attendees informed, inspired and moving forward. While this year’s topics (click image at right 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

2016 Featured Topic

Surviving Disruption
Three Indispensable Skills for Achieving Sustainable Growth

The financial services industry has become obsessed with the buzzword disruption. So much time is spent talking about it in terms of fintech and the savvy, Silicon Valley entrepreneurs who seem intent on chipping away at your business model. But the truth is, those disruptors are just giving consumers what they want – and they are only part of the challenge. Disruption is a fact of life. Every single day disruption occurs in the form of competitors, technologies, consumer preferences, regulations, etc.

If you hope to survive disruption, you must disrupt yourself.

This dynamic presentation will look at the future of retail banking and help the audience identify the disruptive forces within their unique markets. It will challenge participants to evaluate their business model in an age where customers have all the advantages. It will help them see past the hype and acquire the new competencies that will support sustainable growth: Alignment, Agility and Adaptability. Joe Sullivan will explore these essential qualities and share examples of how they can be applied throughout an organization.

Learn more here.

Upcoming and Recent Speeches

Joe Sullivan presents: Reinvent & Reposition
ABA National Conference for Community Bankers (NCCB)
Palm Desert, CA – Program Information

Joe Sullivan presents: Reinvent & Reposition
North Carolina Bankers Association
Webinar – Program Information

Jim Perry presents: Big Ideas in Bank Marketing 2016
2016 OBL Bank Marketing Conference
Columbus, OH – Program Information

Joe Sullivan presents: Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Utah Bankers Association – Technology and Cyber Security Conference
Salt Lake City, UT – Program Information

Joe Sullivan presents: Future of Small Town Banking
North Carolina Bankers Association
Webinar – Program Information

Joe Sullivan presents: Know Your Market – A New Look at the Customer Insights Necessary for Growth
#BankSocial Media Conference
Newark, NJ – Program Information

Joe Sullivan presents a full-day seminar: Future of Small Town Banking
Michigan Bankers Association
location t/b/d – Program Information

Joe Sullivan presents: Guerrilla Marketing: Creating Buzz on a Shoestring Budget
The Financial Brand Forum
Las Vegas, NV – Program Information

Joe Sullivan presents: t/b/d
Iowa Bankers Association – CEO Peer Group Round Table
Dubuque, IA – Program Information

Joe Sullivan presents: t/b/d
Tennessee Bankers Association 126th Annual Meeting
Belmond Charleston Place, Charleston, SC – Program Information


Joe Sullivan presented: Evolution of Branch Delivery
North Carolina Bankers Association

Joe Sullivan presented: Get Your Mojo Back! Infusing Purpose & Passion into Your Marketing, Your Programming and Your Life!
SBA Annual Education Directors Conference
Charleston, SC

Joe Sullivan presented: Big Ideas in Credit Union Marketing
Illinois Credit Union League – Quick Bite Seminar

Joe Sullivan presented: Reinvent & Reposition: Essential Principles for Growth and Profitability
WBA Northwest Retail Sales and Leadership Conference
Seattle, WA

Joe Sullivan presented: Keep, Close or Transform  – A Decision Making Guide for Branch Transformation
North Carolina Bankers Association Management Team Conference
Charlotte, NC

Joe Sullivan presented: Keep, Close or Transform  – A Decision Making Guide for Branch Transformation
Moss Adams 15th Annual Community Banking Conference

Joe Sullivan presented: Purpose, Passion & Profits
Texas Bankers Association – Marketing Management Conference
San Antonio, TX

Joe Sullivan presented a full-day seminar: The Future of Small Town Banking: Three Steps to Renewed Success
Texas Bankers Association
Austin, TX

Joe Sullivan presented: Keep, Close or Transform – A 3-Step Methodology for Making Branch Investment Decisions 
WSI Banker Education Series

Jim Perry presented: Reinvent & Reposition: Essential Principles for Growth and Profitability
America’s Credit Union Conference & World Credit Union Conference
Denver, CO

Joe Sullivan presented:  Reinvent & Reposition: Essential Principles for Growth and Profitability
Massachusetts Bankers Association
Chatham, MA

Joe Sullivan presented:  Keep, Close or Transform – A Decision Making Guide for Branch Transformation
Texas Bankers Association
Lost Pines, TX

What people are saying

 “I have been working with Joe Sullivan for many years and been impressed with his interest in, and ability to create programs that are relevant and specific to the needs of Kansas bankers.”
– Becky Tongish, Senior Vice President, Kansas Bankers Association

“”I know when I’ve engaged Joe Sullivan as a conference speaker; my audience is in for a great experience. Over the years, Joe has consistently delivered well-researched, thought-provoking and contemporary topics for a variety of banking audiences. He has a creative approach to concrete business dilemmas.”
– Kathy Box, Executive Vice President, Texas Bankers Association

Joe Sullivan engaged our conference attendees with a high-energy, interactive, and informative session. He has great depth of knowledge and insights, and delivered them in an easy-to-understand, engaging way.”
Christopher Stevenson, Director of Professional Development, CUES

“Jim Perry’s presentation was once again very well received and earned highest marks from our attendees. Truly, the information shared was right on target.”
Susan Poling, Communications Manager, Ohio Bankers League

Joe has spoken at our CEO, Marketing, HR/Education Conferences, to name a few, always with good results. I find Joe’s enthusiasm and knowledge refreshing and stimulating, and I always learn something new.”
Liz Wilson, CAE, Executive Vice President, Washington Bankers Association


Whether it’s one of our own topics or a customized topic for a specific event, our team of experts can deliver presentations in any of the following formats:

  • keynote presentation
  • general session
  • concurrent session
  • board retreat
  • half-day, day-long, or multi-day workshop
  • webinar or telephone seminar

Contact us today to invite a member of our team to deliver a presentation at your next event.