educational presentations


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. I have been a featured speaker and workshop presenter at conferences throughout the United States. As a trainer and public speaker, I am known for making complex concepts easy to understand and simple to apply.

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.
— Susan Poling, Ohio Bankers League

Call me today to schedule a presentation at your next meeting or conference.

2018 Featured Topics
Proven Strategies to Shape Your Institution's Culture
Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth
Guerrilla Marketing: Creating Buzz on a Budget

Upcoming Speaking Engagements

Proving Your Worth - Practical Strategies for Measuring Marketing Effectiveness
Washington Bankers Association 2018 Marketing Conference | Seattle, WA - Program Information

Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2018
Ohio Bankers League Marketing Conference | Columbus, OH - Program Information

Big Ideas for Bank Marketing: Strategies to Shake Up the Status Quo in 2018
The Illinois League of Financial Institutions | Bloomington, IL

recent speaking engagements

Proven Strategies to Shape Your Institution’s Culture
Deluxe Exchange 2018 | Boca Raton, FL

Recognizing Toxic Culture & Creating Change
Western Independent Bankers WiBinar

Proven Strategies to Shape Your Institution’s Culture
Western Independent Bankers Emerging Leaders Conference | Seattle, WA

05.18.17 and 05.19.17
Proven Strategies to Shape Your Institution’s Culture
The Financial Brand Forum | Las Vegas, NV

From Data to Decision Making: 3 Steps to Developing a Data-Driven Marketing Strategy
EVERFI Roundtable | Chicago, IL

10.26.16 - Wisconsin Bankers Association LEAD360 Conference | Stevens Point, WI
09.26.16 - Western Independent Bankers 2016 Education Summit & Expo | Anaheim, CA
09.14.16 - Wisconsin Bankers Association 2016 Management Conference | Green Bay, WI
03.11.16 - Ohio Bankers League - 2016 OBL Bank Marketing Conference | Columbus, OH
07.14.15 - America’s Credit Union Conference & World Credit Union Conference | Denver, CO

recent articles

02.14.17 - 3 Reasons Employees Aren’t Fired Up About Your Brand’s Culture for The Financial Brand
08.15.16 - Modern Demographic Cohorts, Defined By Expectations, Want The Same Things From FIs for #BankSocial