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strategist
Today’s challenges need new solutions. As a strategist, I bring the thought leadership and expertise that will help you develop and execute strategies that deliver results and achieve new levels of organizational performance. Since 2005, I have been assisting leaders like you from these sectors:
not-for-profit organizations
community banks and credit unions
health care and social services
small businesses
Much of my work is concentrated on organizational culture, marketing/communications, branding, leadership development, and diversity, equity, inclusion and belonging (DEIB). I am a skilled strategic planning facilitator - and I have also served as counselor and mentor to dozens of organizations and individuals.
Book ME for your next event or conference
speaker
Selecting the right speaker for your next conference, educational workshop or webinar can equip your audience with fresh perspectives, new approaches and bold solutions to their most pressing questions and concerns.
Contact me today to schedule a presentation at your next meeting or conference.
2024 featured topics
Demographic Disruption: Banking in an Aging America
A Survival Guide for Banks and Bankers
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
Top Trends in Retail Banking Technology
Supercharge Your Strategic Planning for Future Growth
Preparing Culture for Successful Fintech Partnerships
Top Trends in Mobile Banking
Keys to Marketing Success in 2024
Standing for Equality: Connecting with LGBTQ+ Consumers
upcoming speaking engagements
04.22.24
A Survival Guide for Banks and Bankers
Baker Hill Prosper 2024 Annual User Conference | Orlando, FL
05.09.24
Community Banking in the Age of AI
Michigan Bankers Association Perry School of Banking | East Lansing, MI
05.23.24
Fireside Chat: Why Diversity Matters – The Case For Diversity
Finovate Spring | San Francisco, CA
08.15.24
Top Trends in Successful Association Communication
State Banking Association Communicators Conference | Seattle, WA
Moderating a panel on DEIB at Money 20/20 USA 2023 for their Rise Up/Amplify initiatives.
I spoke about diversity, equity and inclusion with David Penn (r) during a Fireside Chat at Finovate Fall 2023 in New York City.
recent speaking engagements
“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.”
03.21.24 - Harnessing the Power of DEI and Belonging and the evolving customers
Michigan Bankers Association BEST Conference | Traverse City, MI
03.08.24 - Keys to Marketing Success in 2024
Illinois Bankers Association The ONE Conference | East Peoria, IL
02.07.24 - Keys to Marketing Success in 2024
Nebraska Bankers Association 2024 Operations Conference | Lincoln, NE
11.09.23 - Supercharge your strategic planning for future growth
Kansas Bankers Association | Wichita, KS
10.22-25.23 - RIGHT WHERE YOU BELONG
Money2020 USA | Las vegas, nv
09.13.23 - WHY Diversity Matters – The Case For Diversity For Your Organization
Finovate Fall | New York, NY
06.20.23
The Challenges Keep on Coming
Fintech Talents North America | New York, NY
06.08.23
Walking the Talk of Diversity, Equity & Inclusion: What Role Do You Play?
Ohio Bankers League Next Gen Conference | Columbus, OH
05.17.23
Supercharge your Strategic Planning for Future Growth
Indiana Bankers Association Mega Conference | Indianapolis, IN
05.11.23
Top Trends in Mobile Banking
Michigan Bankers Association Perry School of Banking | East Lansing, MI
04.13.23
Navigating the Coming Demographic Crisis
Michigan Bankers Association
Bankers Education Summit and Trade Show (BEST)- 2023 | Grand Traverse Resort, Acme, MI
04.05.23
Changing Culture for Digital Transformation
Arkansas Bankers Association Annual Convention | Little Rock, AR
“This was fantastic! He had a true passion for DEI speaking. It was eye opening and definitely gave a larger understanding for this topic.”