Here is a list of presentations given January 1, 2019 to December 31, 2022

11.30.22
Joe Sullivan presents: Navigating the Coming Demographic Crisis
CrossStates Credit Union Association CEO Summit | Key West, FL

11.15.22
Jim Perry and Joe Sullivan presented: Supercharge your Strategic Planning for Future Growth
Financial Brand Forum | Las Vegas, NV

10.18.22
Joe Sullivan presented Keeping Banking Human
Midwest Independent Bankers Bank Community Banking Conference | Omaha, NE

10.05.22
Joe Sullivan presented How to Build Individual and Organizational Resilience and How to Compete in a Post-Pandemic Digital Age
North Dakota Bankers Association Ag Credit Conference | Fargo, ND

10.02-07.22
Joe Sullivan taught at the Ohio Bankers League, 2022 OBL Bank Management School

08.25.22
Joe Sullivan presented Outlook 2022: The Future of Banking
The Ohio Society of CPAs Virtual Financial Institutions Conference

08.25.22
Joe Sullivan presented Keeping Banking Human
Midwest Independent Bankers Bank Community Banking Conference | St. Louis, MO

06.08.22
Joe Sullivan presented: How to Compete in the Post Pandemic Digital Age
Nebraska Credit Union League | Omaha, NE

06.03.22
Joe Sullivan presented: How to Compete in the Post Pandemic Digital Age
Ohio Bankers League Next Gen Conference | Columbus, OH

05.17.22
Joe Sullivan presented: How to Compete in a Post Pandemic Digital Age
Minnesota Bankers Association Ops/Tech Conference | Nisswa, MN

05.12.22
Joe Sullivan presented: Changing Culture for Digital Transformation
Virginia Bankers Association Webinar

05.06.22
Joe Sullivan presented: How to Compete in a Post Pandemic Digital Age
VT Bankers Association/NH Bankers Association Spring Executive Management Meetings | Stowe, VT

05.03.22
Jim Perry presented: Top Trends in Mobile Banking
Michigan Bankers Association Perry School of Banking | East Lansing, MI

04.28.22
Jim Perry presented: Keeping Banking Human, How to Build Individual and Organizational Resilience and Keys to Marketing Success in 2022
Community Bankers Association of Illinois Community Bank Marketing Conference | Springfield, IL

04.22.22
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - UT

04.20.22
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - MT

04.14.22
Joe Sullivan presented: How to Compete in a Post-Pandemic Digital Age
Missouri Bankers Association Directors Symposium | Kansas City, MO

04.14.22
Joe Sullivan taught at the Graduate School of Banking at the University of Wisconsin, Digital Banking School

04.12-13.22
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - WA

04.05-06.22
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - OR

04.05-06.22
Joe Sullivan presented: Keeping Banking Human and Changing Culture for Digital Transformation
Ohio Credit Union League Invest48 | Columbus, OH

03.29.22
Joe Sullivan presented: How to Build Individual and Organizational Resilience
WBA Virtual Retail Sales & Leadership Conference

03.25.22
Jim Perry presented: Connecting with LGBTQ+ Consumers
Ohio Bankers League Marketing Conference | Columbus, OH

03.09.22
Jim Perry presented: Keys to Marketing Success in 2022
Virginia Bankers Association Webinar

03.04.22
Joe Sullivan presented: How to Build Individual and Organizational Resilience: Five Ways to Shape and Strengthen an Essential Skill for Future Success
Illinois Bankers 2022 ONE Conference | East Peoria, IL

02.09.22
Jim Perry presented: Keeping Banking Human
Nebraska Bankers Association 2022 Operations Conference | Lincoln, NE

02.08.22
Joe Sullivan presented: How to Evolve the Consumer Banking Experience
Federal Home Loan Bank 2022 Sales & Marketing System Meeting | Clearwater Beach, FL

01.07.22
Joe Sullivan presented: Overcoming Disruption with a Future-proof Bank
The Financial Brand Forum+ On-Demand Video Library

12.07.21
Joe Sullivan presented: Post-Pandemic Consumers and How to Bank Them
SBA Education Directors Forum | Miami, FL

11.19.21
Jim Perry presented Keeping Banking Human in a Digital World
Minnesota Credit Union Network - Accelerate 21 Annual Conference | Bloomington, MN

11.19.21
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - UT

11.16-17.21
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - WA

10.14.21
Jim Perry presented: How to Compete in the Post-Pandemic Digital Age
Federal Home Loan Bank of Topeka Oklahoma Regional Meeting | Oklahoma City, OK

10.05.21
Joe Sullivan presented: The Emerging Consumer
Ohio Bankers League Bank Management School | Columbus, OH

09.27.21
Jim Perry presented: How to Compete in the Post-Pandemic Digital Age
Federal Home Loan Bank of Topeka Kansas Regional Meeting | Lawrence, KS

09.22.21
Jim Perry presented: Keeping Banking Human in a Digital World and The Branch Experience in a Post-Covid World
New York Bankers Annual Trust & Investment Conference and Small Business & Retail Banking Conference

09.03.21
Joe Sullivan presents: What's Next? - Leadership for Digital Transformation
Florida Bankers Association 35th Annual Bank Directors Forum

08.30.21
Joe Sullivan presented: How to Compete in the Post-Pandemic Digital Age
Federal Home Loan Bank of Topeka Nebraska Regional Meeting | Lincoln, NE

08.26.21
Jim Perry presented: The Path Forward - 3 Steps to Building Your Future Financial Institution
Vision 2021 - Kentucky Credit Union League Annual Meeting | Louisville, KY

08.18.21
Joe Sullivan presented: How to Compete in the Post-Pandemic Digital Age
Federal Home Loan Bank of Topeka Colorado Regional Meeting | Berthoud, CO

07.20.21
Joe Sullivan presented: The Post Pandemic Consumer and How to Bank Them
Federal Home Loan Bank of Topeka Webinar

07.14.21
Joe Sullivan presented: Changing Culture for Digital Transformation
World Council of Credit Unions Conference

07.12.21
Joe Sullivan presented: The Path Forward - 3 Steps to Building Your Future Financial Institution
Michigan Bankers Association Central States Conference | Mackinac Island, MI

06.23.21
Jim Perry presented: Preparing for Marketing Success in a Post COVID-19 World
Western Bankers Association Webinar

06.16.21
Joe Sullivan presented: The Path Forward - 3 Steps to Building Your Future Financial Institution
Michigan Bankers Association Annual Convention | Mackinac Island, MI

06.01.21
Jim Perry presented Standing for Equality: Connecting with LGBTQ+ Consumers Western Bankers Association Webinar

05.19.21
Jim Perry presented Changing Culture for Digital Transformation
Western Bankers Association Webinar

05.07.21
Joe Sullivan presented: What's Next? - How Bank Marketers Will Succeed in the “Next Normal” at the NEFMA Spring Conference

05.03-06.21
Joe Sullivan taught at the Graduate School of Banking at the University of Wisconsin, Digital Banking School

04.08.21
Joe Sullivan presented Strategies to Keep Banking Human
CTRL.ALT.INNOVATE Conference - Heartland Credit Union Association, Illinois Credit Union League, Iowa Credit Union League, Nebraska Credit Union League, The Wisconsin Credit Union League, Montana’s Credit Union League, Dakota Credit Union Association, Minnesota Credit Union Network

03.24.21
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program - MT

03.17.21
Joe Sullivan presented Strategies to Keep Banking Human and Preparing for Marketing Success in a Post COVID-19 World
Washington Bankers Association 2021 Virtual Marketing & Retail Conference

02.24.21
Joe Sullivan presented Changing Culture for Digital Transformation
Nebraska Bankers Association 2021 Operations Virtual Conference

12.02.20
Joe Sullivan presented: Strategies to Keep Banking Human
Western Bankers Association Webinar

12.01.20
Joe Sullivan presented: Changing Culture for Digital Transformation
Western Bankers Association Webinar

11.30-12.01.20
Joe Sullivan presented: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program

11.19.20
Joe Sullivan presented: The Moment of Truth For Retail Banking: 3 steps to building your future bank
Western Bankers Association Webinar

11.18.20
Joe Sullivan presented: Repurposing the Branch
Western Bankers Association Webinar

11.17.20
Joe Sullivan presented: Preparing for Marketing Success in a Post COVID-19 World
Western Bankers Association Webinar

11.13.20
Joe Sullivan presented Top Trends That Will Disrupt and Define Banking
New Jersey Bankers Banking on the Future Conference

11.05.20
Joe Sullivan moderated a panel discussion at the Washington Bankers Association 2020 Virtual Fintech Conference

11.04.20
Joe Sullivan presented: Leadership in the Era of Digital Transformation
Kansas Bankers Association 2020 Economic Outlook & Risk Management Conference

10.12.20
Jim Perry discussed Digital Transformation for HIs on the CRMNext Banking on Experience Podcast

10.01-02.20
Joe Sullivan presented: Which Version Do You Want To Play?
UW Graduate School of Banking Digital Banking School

09.14.20
Joe Sullivan participated on a panel for Human Resource managers.
Ohio Bankers League Virtual HR Forum

08.31.20
Jim Perry presented: The Growing Importance of Digital Lending
LinkedIn Live Learning from Leaders broadcast with TurnKey Lender’s Jeffrey Ward

08.12.20
Joe Sullivan presented: Tackling the Talent Crisis
New York Bankers Association

08.06.20
Joe Sullivan presented: Repurposing the Branch
2020 Virtual Convention - Idaho Bankers Association, Nevada Bankers Association, Oregon Bankers Association, Utah Bankers Association, Washington Bankers Association

08.06.20
Joe Sullivan presented: Tackling the Talent Crisis
Texas Bankers Association HR & Operations Conference | Austin, TX

08.05.20
Jim Perry presented: Leading Digital Transformation
2020 Virtual Convention - Idaho Bankers Association, Nevada Bankers Association, Oregon Bankers Association, Utah Bankers Association, Washington Bankers Association

07.08.20
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Montana Bankers Association Executive Development Program | MT

06.25.20
Joe Sullivan presented: Preparing for Marketing Success in a Post COVID-19 World
Federal Home Loan Bank of Cincinnati Webinar

05.27.20
Joe Sullivan presented: Preparing for Marketing Success in a Post COVID-19 World
Carolinas Credit Union League Zoom Webinar

04.28.20
Joe Sullivan presented: The Future of Banking and Strategies to Keep Banking Human
Kansas Bankers Association Webinars

04.23.20
Joe Sullivan presented: Guerrilla Marketing and Tackling the Talent Crisis
Kansas Bankers Association Webinars

04.22.20
Joe Sullivan presented: The Moment of Truth for Retail Banking
New Jersey Bankers Association Webinar

04.21.20
Joe Sullivan presented: Changing Culture for Digital Transformation and Repurposing the Branch
Kansas Bankers Association Webinars

04.08.20
Joe Sullivan presented: The Moment of Truth for Retail Banking
Michigan Bankers Association Webinar

03.13.20
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program | UT

03.10.20
Joe Sullivan presented with StrategyCorps’ Dave DeFazio: Understanding the Fundamentals of Fintech
Washington Bankers Association Executive Development Program | OR

03.06.20
Joe Sullivan presented: Repurposing the Branch
Illinois Bankers Association The ONE Conference | Peoria, IL

01.14.20
Jim Perry presented: Top Trends That Will Disrupt and Define Retail Banking in 2020
CBANC | Webinar

11.05.19
Jim Perry presented: Three Ways to Future-Guard Your Marketing Strategy
CBANC | Webinar

10.22.19
Jim Perry presented: The Emerging Consumer and How to Bank Them
CBANC | Webinar

10.11.19
Joe Sullivan presented the closing keynote: The Evolution of the Branch in Today’s Digital World
Western Bankers Association Directors Conference | Dana Point, CA

10.03.19
Jim Perry presented: Standing for Equality: Connecting with LGBTQ Consumers
Western Bankers Association | Webinar

10.01.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Ohio Bankers League Bank Management School | Columbus, OH

09.17.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Moss Adams Community Banking Conference | Huntington Beach, CA

09.12.19
Jim Perry presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2020
Western Bankers Association | Webinar

07.30.19
Joe Sullivan presented: The Evolution of the Branch in Today’s Digital World
Graduate School of Banking - University of Wisconsin | Madison, WI

07.12.19
Joe Sullivan presented: The Human Side of Running the Bank
25th Annual Senior Management Summit | Lost Pines, TX

05.09.19
Jim Perry presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2019
2019 NEFMA Spring Conference | Providence, RI

05.04.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
New Jersey Bankers Association 115th Annual Conference | Boulder, CO

04.26.19
Joe Sullivan presented: Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2019
Iowa Bankers Association Marketing Conference | Des Moines, IA

04.12.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Rosemont, IL

04.05.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Madison, WI

04.04.19
Joe Sullivan presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Green Bay, WI

04.03.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Illinois Bankers Association Seminar | Springfield, IL

03.21.19
Jim Perry presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | Springfield, IL

03.21.19
Joe Sullivan presented: The Emerging Consumer and How to Bank Them
Pennsylvania Bankers Association | Harrisburg, PA

03.20.19
Jim Perry presented: Top Trends That Will Disrupt and Define Retail Banking 2019
Federal Home Loan Bank of Chicago | O’Fallon, IL

02.28.19-03.01.19
Joe Sullivan presented: Deepening Human Connections in an Increasingly Digital World, Big Ideas for Bank Marketing and Top Trends That Will Disrupt and Define Retail Banking 2019
Illinois Bankers Association The One Conference | East Peoria, IL

02.27.19
Joe Sullivan presented: Mission: Possible
Not-for-Profit Conference sponsored by 1st Security Bank | Seattle, WA

02.06.19
Joe Sullivan presented: Making the Most of a One-Person Marketing Department
Nebraska Bankers Association 2019 Operations Conference - Technology, Marketing and Retail Banking | Lincoln, NE