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. Here’s a description of my three most requested topics.

upcoming speaking engagements

09.08.26 Who Owns the Customer When AI Buys for Them?
FinovateFall | New York, NY

09.23-25.26 keynote Banking in an AI-First World: New Rules for Growth BREAKOUT The Longevity Economy: The Opportunity in America's Aging Population
New York Bankers Association Business of Banking Conference | Buffalo, NY

10.27.26 The Human Advantage: How HR Leaders Build the Skills AI Can't Replace
Ohio Bankers League The Main Event | Columbus, OH

11.04-06.26 T/B/D
Midwest Independent BankersBank Conference | St. Charles, MO

12.08-09.26 t/b/d
FTT Financial Services Futures | Austin, TX

2026 FEATURED TOPICS

BANKING IN THE AI-FIRST WORLD: COMPETING IN THE AGE OF INTELLIGENT SYSTEMS

Artificial intelligence is no longer a technology initiative — it's becoming the competitive environment in which banking operates. This keynote explores the strategic implications across customer relationships, workforce design, operations, risk, and governance, and what separates institutions capturing new ground from those falling further behind. Attendees leave with a practical framework for identifying where AI creates meaningful value, where human judgment remains essential, and how to compete with confidence as intelligent systems become part of everyday banking.

THE LONGEVITY ECONOMY: RETHINKING GROWTH AS AMERICA AGES

Americans aren't just living longer — they're living differently. This session explores what extended lifespans mean for every generation a bank serves: older adults with 30-year retirements, younger generations facing delayed milestones, and an unprecedented wealth transfer already underway. Practical, data-driven, and surprisingly urgent.

THE FUTURE CONSUMER: WHAT'S NEW? WHAT'S NEXT?

Consumer behavior is evolving faster than most institutions can track. This always-updated session covers the demographic, technological, and behavioral shifts defining how people choose, use, and stay loyal to a financial institution — and what it takes to compete for their business in 2026 and beyond.

MARKETING FOR THE AGENTIC ERA: HOW AI IS CHANGING HOW CONSUMERS FIND, CHOOSE, AND BUY FINANCIAL SERVICES

AI is transforming more than banking — it's transforming marketing itself. As AI assistants, intelligent search, and autonomous agents become trusted intermediaries, the traditional marketing funnel is giving way to AI-mediated journeys where algorithms increasingly influence which institutions get considered, trusted, and chosen. Attendees leave with a framework for staying discoverable, relevant, and trusted in a marketplace where consumers are no longer the only audience. AI systems are too.

Other Available Topics:
When Everything Changes at Once: Three Principles for Leading Through It
Achieving Growth by Doing Good
Harnessing the Power of Diversity, Equity, Inclusion & Belonging
Rethinking the Role of Culture & Strategy