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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 When Fraud Happens: Turning a Negative Event into a Trust-Building Moment
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 The Longevity Economy: Rethinking Growth as America Ages
Midwest Independent BankersBank Conference | St. Charles, MO

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

2026 FEATURED TOPICS

Moving Past the AI Pilot
Turning Experiments Into an Institution-Wide Strategy

Most banks and credit unions under $5B don't have an AI pilot problem—they have a pilot graveyard: a chatbot here, a fraud tool there, an HR experiment nobody scaled, each living in its own silo with no shared foundation underneath. The institutions breaking out of pilot purgatory aren't necessarily the ones with the biggest budgets; they're the ones that stop treating AI as a collection of side projects and start treating it as an institutional capability—with clear ownership, trusted data, disciplined decision-making, and governance built in from the beginning. This session shows leaders how to decide where AI belongs, what deserves to scale, and how to turn scattered experimentation into a coordinated institutional strategy.

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.

Bank Forward: A Survival Guide for Financial Institutions Under $1B

For community banks and credit unions under $1 billion in assets, the next few years won't be won by the institutions with the biggest tech budgets, they'll be won by the ones that know exactly where to focus when resources are tight and the ground keeps shifting. This session cuts through scale-blind advice built for the country's biggest banks and gives smaller institutions a real, right-sized playbook: how to find growth when your market—or your institution—isn't growing, how to stay discoverable when AI agents start making choices for customers, why complacency (not size) is the true mortality risk, and how to build strategic options before you need them. Practical, direct, and built specifically for banks that don't have unlimited budgets to burn.

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.

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