Educational Presentations

presentationsSelecting 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

2014 Featured Topic

Evolution of the Branch Delivery System
Steps to a Successful Transformation Strategy

Many point to unused teller lines and empty lobbies as a sure sign that the branch is soon to be obsolete. In some markets that may be very true. One thing is certain, if branch-based retail banking is to remain a necessary and integral part of customer engagement and retention, it must be reinvented. The branch is not extinct – but there is no doubt that changing consumer behaviors, new technologies and economic realities mean it is time for your entire retail delivery system to evolve.

But what will the delivery system of the future look like, how will we get there, and what do we do in the meantime? This session will examine those questions, showcase key trends and discuss three critical areas that must evolve if you hope to compete and profit.

View the entire list of 2014 speaking topics here.

Upcoming and Recent Speeches

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

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

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

06.23-24.14
Joe Sullivan presents:  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 Conference Information

06.26-27.14
Joe Sullivan presents the keynote address:  Navigating the Realities of a Consolidating Industry
Washington Bankers Association 2014 Bankers Convention
Sunriver Resort near Bend, OR Conference Information

06.29-07.03.14
Joe Sullivan presents:  Building a Brand Driven Culture
CUNA’s America’s Credit Union Conference
San Francisco, CA Conference Information

09.18.14
Joe Sullivan presents the keynote address:  Evolution of the Branch Delivery System – Steps to a Successful Transformation Strategy
Community Bankers Association of Michigan Annual Conference
Traverse City, MI Conference Information

10.7-8.14
Joe Sullivan presents:  topic t/b/d
Wisconsin Bankers Association LEAD360 Conference
Wisconsin Dells, WI Conference Information

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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

11.08.13
Joe Sullivan presented: Building a Brand-Driven Culture
Washington Bankers Association – 2013 Women in Banking Conference

10.09.13
Joe Sullivan presented:  The Evolution of the Branch Delivery System
Minnesota Credit Union Network – Webinar

07.30.13
Joe Sullivan presented:  Finding Your Edge in a Crowded Market – 3 Strategies to Help You Stand Out from the Crowd
Illinois Credit Union League – Quick Bites – Telephone Seminar

05.29-31.13
Joe Sullivan presented:  3 Paths to Increased Profit
Marketing Association of Credit Unions – 2013 MAC Conference
Las Vegas, NV

05.18.13
Joe Sullivan presented:  Retail Banking 3.0 – The Future of Branching
Minnesota Credit Union Network Annual Meeting and Convention
Bloomington, MN

05.17.13
Joe Sullivan presented:  Purpose, Passion & Profits
Minnesota Credit Union Network Annual Meeting and Convention
Bloomington, MN

05.15.13
Joe Sullivan presented:  Conquering Big Data
Indiana Bankers Association - MEGA 2013
Indianapolis, IN

05.15.13
Joe Sullivan presented:  Navigating the Realities of a Consolidating Industry
Indiana Bankers Association – MEGA 2013
Indianapolis, IN

05.08.13
Joe Sullivan presented:  Navigating the Realities of a Consolidating Industry
Ohio Bankers League – CEO Symposium
Columbus, OH

03.19.13
Joe Sullivan presented:  Navigating the Realities of a Consolidating Industry
Utah Bankers Association Leadership Conference
Salt Lake City, UT

03.15.13
Jim Perry presented:  Guerrilla Marketing – Creating Buzz on a Budget
Ohio Bankers League – Bank Marketing Conference
Columbus, OH

03.12.13
Joe Sullivan presented:  Embedding Your Culture/Brand in Your Organization
Virginia Bankers Association – Retail Banking & Marketing Conference
Charlottesville, VA

02.26.13
Joe Sullivan presented:  Is it Safe to Grow Again?- Redefining Growth Opportunities in 2013
Illinois Credit Union League – Quick Bites – Telephone Seminar

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.