educational presentations
Market Insights delivers educational presentations designed to enlighten, engage, and inspire. Every year, we craft topics that empower financial service professionals to elevate their expertise, explore emerging trends, and embrace the latest innovations and best practices.
Our presentations go beyond information—they ignite action. Each topic is thoughtfully developed to present practical strategies that can be applied for immediate impact and long-term success. Plus, we continually refine our offerings to provide fresh, visionary ideas and cutting-edge solutions. And because we know every audience is unique, we’re ready to customize our content to perfectly align with your goals, event theme, and audience.
We have been engaged to speak in states colored in either green or blue. The states colored in blue represent states where we have been engaged to speak in 2025. We have also presented in Europe and South America.
featured presentations
The Zen of Banking
In this motivational keynote, Joe Sullivan explores how the principles of Zen—balance, simplicity, and adaptability—are becoming crucial in navigating this evolving banking landscape. From the seamless integration of digital technologies to fostering deeper connections with customers, we'll discuss how embracing a more mindful and holistic approach to banking can lead to greater innovation, resilience, and renewed focus on what truly matters.
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. Learn more
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. Learn more
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. Learn more
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.
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. Learn more
RETHINKING THE ROLE OF CULTURE & STRATEGY
To be future-ready, financial services must embrace new mindsets and behaviors. This session presents a framework for transforming an institution’s culture to foster collaboration, innovation, and adaptability. It will also offer a new approach to strategic planning that stimulates strategic thinking and supports successful implementation.
Click here for a pdf of some of our most requested topics for 2025. All of our topics can be adapted as a keynote presentation, a general session, a workshop, panel or webinar. Many of our topics are also effective as training sessions for boards, senior executives or staff. Other available topics:
The Evolving Consumer
Supercharge your Strategic Planning for Future Growth
Standing for Equality: Connecting with LGBTQ+ Consumers
Become a Banking Entrepreneur
Why Diversity Matters
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
Reinventing the Role of the Branch
How to Build Individual & Organizational Resilience
Keeping Banking Human
our speakers
Joe Sullivan is the CEO and Founder of Market Insights, Inc. With over 30 years of experience as a consultant, author, and speaker, Joe focuses on themes of growth, innovation, and motivation. He’s a founding faculty member of the Digital Banking School at the Graduate School of Banking, University of Wisconsin and speaks at conferences throughout the U.S. and around the world. Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. Joe offers insights that challenge conventional thinking, creating a sense of excited urgency with his audiences.
Jim Perry is the Senior Strategist at Market Insights. Recognized as one of Onalytica’s 'Top 100 Fintech Influencers,' Jim has presented at conferences across the U.S. He's a co-founder of the Fintech Book Club on LinkedIn and a frequent guest on industry podcasts like Breaking Banks and Banking Transformed. Thousands of community banks and credit unions rely on his insights for industry trends, fintech developments, and more. Known for making complex ideas simple, Jim is a highly regarded consultant and speaker.
