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upcoming speaking engagements

03.12.26 The Emerging Consumer: What's New? What's Next?!
Illinois bankers association The one conference | bloomington-normal, il

04.08-09.26 The Longevity Economy: Rethinking Growth as America Ages
Midwest Independent BankersBank Conference | Lincoln, NE

04.13-15.26 t/b/d
Alkami CO:LAB | San Diego, CA

04.21.26 Who Are We Leaving Behind? Achieving Growth By Doing Good
Ohio Credit Union League inVest 48 Conference | Columbus, OH

2026 FEATURED TOPICS

ACHIEVING GROWTH BY DOING GOOD

Millions of Americans remain caught in the squeeze between stagnant wages and rising costs—from housing and healthcare to groceries and childcare. Financial stress is no longer limited to the traditionally underserved—it now affects a growing portion of the working population, reshaping what it means to be "low- to moderate-income." For community banks and credit unions, this is more than a call for compassion—it’s a growth strategy in disguise.

WHAT BANKERS NEED TO KNOW ABOUT AGENTIC AI
UNDERSTANDING THE NEXT FRONTIER IN BANKING’S AI JOURNEY

As artificial intelligence moves beyond copilots and chatbots into autonomous, goal-driven systems, bankers face a new challenge: not whether agentic AI will matter, but how to prepare their institutions for the next frontier in banking’s AI journey—using it responsibly and competitively. In this forward-looking session, Jim Perry explores what it means to become an “agentic bank”—one where intelligent systems work alongside people to orchestrate workflows, operationalize insights, and support better decision-making. The presentation cuts through the buzzwords and introduces a clear four-step readiness playbook focused on leadership, governance, culture, and practical next steps. Attendees will leave with a grounded understanding of what’s real today, what’s emerging quickly, and how community-based institutions can build confidence, capability, and trust in the agentic era.

A PRACTICAL GUIDE TO AI STRATEGY

AI is no longer on the horizon—it’s here, and it’s already reshaping how banks operate, how customers engage, and how teams get work done. But for leaders at community-based institutions, the biggest challenge isn’t catching up on the tech—it’s knowing where to focus, when to act, and how to prepare your organization for what’s next. This session goes beyond the buzz to offer a clear, strategic lens on AI for bank and credit union executives. We’ll explore what’s working today—from agentic AI assistants to smarter fraud detection—and where real ROI is emerging. You’ll learn how peer institutions are balancing innovation with risk, how to assess your own readiness, and what questions to ask vendors, boards, and internal teams before making key decisions.

THE LONGEVITY ECONOMY: RETHINKING GROWTH AS AMERICA AGES

The longevity economy is more than just an aging story—it’s a transformation that touches every generation. Americans are not only living longer, but they’re also living differently, with life stages, financial milestones, and family dynamics reshaped by extended lifespans. For community banks and credit unions, this means both risk and opportunity: serving older adults whose retirements may last 30 years or more, engaging younger generations facing delayed milestones and mounting debt, and preparing for an unprecedented transfer of wealth. To thrive, bankers must rethink growth, recalibrate the customer experience, and reimagine their workforce for a society where 60 is the new 40—and where the definition of financial wellness is evolving across the lifespan.

THE EMERGING CONSUMER- WHAT’S NEW? WHAT’S NEXT?!

In an era defined by uncertainty, today’s “emerging consumer” is not just younger—they’re more diverse, digitally fluent, financially anxious, and harder to predict. From Gen Z’s values-driven choices to the economic rethinking of Millennials, from the digital curiosity of Boomers to the rising expectations of LMI households, consumer behavior is evolving fast—and yesterday’s insights won’t drive tomorrow’s growth. This fast-paced, always-updated session explores the most important demographic, technological, and behavioral shifts shaping consumer expectations in 2026. You’ll leave with practical strategies to engage, acquire, and retain today’s emerging consumer—on their terms, across channels, and in ways that build trust and loyalty in a fragmented world.

Other Available Topics:
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
Rethinking the Role of Culture & Strategy
The Zen of Banking
Standing for Equality: Connecting with LGBTQ+ Consumers