Educational Presentations

Selecting the right speaker for your next conference, educational workshop or webinar can equip your members with fresh perspectives, new approaches and bold solutions to their most pressing questions and concerns. While this year’s topics have been carefully crafted to provide forward-thinking ideas and practical solutions for financial services professionals, 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

2015 Featured Topic

Reinvent and Reposition
Essential Principles for Bankers Eager for Growth and Profitability

The economy is in recovery mode, the business climate is more robust, consumer optimism is on the rise and you are getting more comfortable with the re-regulated environment. So why aren’t you growing? How can you sidestep future threats to profitability? As the rate and scope of change in this competitive industry accelerates, a pivot to growth and profitability depends on knowing when and how to reinvent and reposition.

This powerful and engaging session will explore the basic elements of these two essential principles and answer questions such as:

  • Why is reinvention so important? Will we disrupt or be disrupted?
  • How do we identify the right time to reposition our bank or credit union?
  • What actions are required to grow our enterprise in a new, digital era?

Participants will learn how to apply these principles to their own unique markets and organizations; and will hear industry-specific ideas for creating an environment where impassioned people work together for growth.

View the entire list of 2015 speaking topics here.

Upcoming and Recent Speeches

12.9.14
Joe Sullivan presents: Evolution of the Branch Delivery System
CUES Directors Conference
Palm Desert, CA Conference Information

3.13.15
Joe Sullivan presents: t/b/d
Washington Bankers Association Northwest Marketing Conference
Seattle, WA Conference Information

4.15.15
Joe Sullivan presents:  Navigating the Realities of a Consolidating Industry
New Jersey Credit Union League
Atlantic City, NJ Conference Information

4.23/24.15
Joe Sullivan presents: t/b/d
Washington Bankers Association Northwest Education/Human Resources Conference
Vancouver, WA Conference Information

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11.13.14
Joe Sullivan presented: Evolution of the Branch Delivery System
Ohio Bankers League Annual Meeting & Professional Development Event
Columbus, OH

10.22-23.14
Jim Perry presented: Making the Most of the One Person Marketing Department and
Big Ideas for Bank Marketing

Nebraska Bankers Association 2014 Marketing & Retail Banking Conference
Lincoln, NE

10.7.14
Joe Sullivan presented:  Purpose, Passion & Profits
Wisconsin Bankers Association LEAD360 Conference
Wisconsin Dells, WI

10.7.14
Jim Perry presented: Making the Most of the One Person Marketing Department
Wisconsin Bankers Association LEAD360 Conference
Wisconsin Dells, WI

9.23.14
Jim Perry presented: Guerrilla Marketing: Creating Buzz on a Budget
Western Independent Bankers Educational Summit
Hilton La Jolla Torrey Pines, CA

09.18.14
Joe Sullivan presented the keynote address:  Evolution of the Branch Delivery System
Community Bankers Association of Michigan Annual Conference
Traverse City, MI

08.13.14
Joe Sullivan presented:  The Evolution of the Branch Delivery System
Texas Bankers Association 83rd Annual Human Resources & Operations Conference
Lost Pines, TX

07.16.14
Joe Sullivan presented:  The Evolution of the Branch Delivery System
Texas Bankers Association 20th Annual Senior Management Summit
Lost Pines, TX

07.03.14
Joe Sullivan presented:  Building a Brand Driven Culture
CUNA’s America’s Credit Union Conference
San Francisco, CA

06.27-28.14
Joe Sullivan presented the keynote address:  Navigating the Realities of a Consolidating Industry
plus Think Like an Entrepreneur and Repositioning for Growth
Washington Bankers Association 2014 Bankers Convention
Sunriver Resort near Bend, OR

06.23-24.14
Joe Sullivan presented:  Evolution of the Branch Delivery System – Steps to a Successful Transformation Strategy
Financial Managers Society, Inc. – The Finance & Accounting Forum for Financial Institutions
Orlando, FL

06.19.14
Joe Sullivan presented:  Evolution of the Branch Delivery System – Steps to a Successful Transformation Strategy
IBA, NBA & OBA 2014 Annual Convention
Sun Valley, ID

05.09.14
Joe Sullivan presentedEvolution of the Branch Delivery System – Steps to a Successful Transformation Strategy
Louisiana Bankers Association Annual Convention
New Orleans, LA

04.15.14
Jim Perry presented:  Identifying Opportunities to Boost Loan Growth
International Credit Association of Eastern Michigan – Quarterly Roundtable
Frankenmuth, MI

02.12.14
Joe Sullivan presented:  5 Years Post Recession – The New Consumer and Evolution of the Branch Delivery System
Utah Bankers Association 2014 Bank Executive Winter Conference
Salt Lake City, UT

02.11.14
Joe Sullivan presented:  Navigating the Realities of a Consolidating Industry
Wisconsin Bankers Association Bank Executives Conference
Milwaukee, WI

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 2013 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

Formats

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.