focus market insights

2017 presentation topics

consulting|education|insights

programs for your next conference, educational workshop or webinar

from market insights, inc.

MarketInsights–2017PresentationTopics 2

KEYNOTE GENERAL SESSION

CONCURRENT SESSION WORKSHOP

BOARD RETREAT WEBINAR

Call me today to book a presentation for your next meeting or conference:

contact info 312.961.0188 jsullivan@formarketinsights.com twitter: @mi_sullivan

Focus… the dictionary describes it as “the act of concentrating interest or activity” and, in the rapidly changing financial services industry, it is a competence that can be difficult to maintain. Increasingly, success in banking means you must block out the noise and focus on what matters. We know that your members look to you and your educational programming for the focused content that will contribute to their success. Our experts have put together a series of programs that will answer their most pressing questions and concerns. We are pleased to offer these presentation topics and our presenters for your consideration. While these topics have been carefully crafted to provide practical, forward-thinking ideas, any of these can be customized to meet your desired format, your convention theme and your audience. Moreover, our fees are flexible and generally based on your unique needs.

Joe Sullivan, CEO

MarketInsights–2017PresentationTopics 3

wearewitnessingthecreativedestructionoffinancialservices,re-arrangingitselfaroundtheconsumer.whodoesthisinthemostrelevant,excitingwayusingdataanddigital,wins.

-ArvindSankaranSeniorAdvisor,McKinsey&Co.

April2016 The financial services industry has

experienced rapid change and disruption during the past decade and banks of every size are trying to anticipate the future and determine what comes next. Understanding the relevant trends that are shaping the industry is one way for bankers to determine the clearest path to continued success. At a time when the growing mobile ecosystem has enabled consumers to deposit a check with a mobile phone, send money to a friend instantaneously, and get approved for a loan without leaving home; retail banking will have to make routine adjustments to align with the customers they hope to attract and keep. This thought-provoking and forward-looking presentation will examine the 1) Social, 2) Technological and 3) Structural trends that will have the greatest impact on all areas of retail delivery. Participants will discover how these trends may be understood in the context of their local markets and used to make the strategic choices that will grow the bank in 2017 and beyond.

featured presentation

The Top Trends in Retail Banking

2017

MarketInsights–2017PresentationTopics 4

hottest topics of 2016

Surviving Disruption Three Indispensable Skills for Achieving Sustainable Growth The word disruption has been used a lot in the past year – and for good reason. A lot of time has been spent talking about it in terms of fintech and the savvy, Silicon Valley entrepreneurs who seem intent on chipping away at your business model. But the truth is, those disruptors are just giving consumers what they want – and they are only part of the challenge. Disruption is a fact of life. Every single day disruption occurs in the form of competitors, technologies, consumer preferences, regulations, etc. If you hope to survive disruption, you must disrupt yourself. This dynamic presentation will look at the future of retail banking and help the audience identify the disruptive forces within their unique markets. It will help them see past the hype and acquire the new competencies that will support sustainable growth: Alignment, Agility and Adaptability. Our speakers will explore these essential qualities and share examples of how they can be applied throughout an organization. Moving Beyond a “Me-Too” Approach to Branch Transformation

Most bankers recognize that the purpose of branches — and the value to consumers who use them — is changing. Branch networks must evolve to incorporate new technologies and align with new consumer behaviors in

order for the institution to remain relevant and profitable. But there is no “one-size-fits-all” branch transformation strategy. What works in Seattle may not be the best approach in South Bend.

How do community banks and credit unions decide what changes to make to their branches that will yield the greatest result? Which branch transformation approach will create an experience that actually matters to customers?

This session will show that the “branch of the future” can only be built and maintained if anchored in the realities of your unique market. It will provide a framework for making the tough decisions about branch transformation and explore the variables that should shape a community bank’s branch transformation strategy, including:

§ The impact of technology on consumer behaviors

§ The shifting relationship with the role of the branch and branch employee

§ The importance of customer data § The principal market conditions § The biggest obstacles to branch

transformation

Participants will learn the relevant data points that are key to making decisions about branch transformation and will walk away with a basic framework you can use to begin evaluating your own branch delivery network.

Proven Strategies to Shape Your Institution’s Culture

Throughout the financial services industry, there is growing awareness that culture is critical to the customer experience and marketing success. Yet despite clearly stated missions, visions, and values, many banks and credit unions end up with a jumble of employee behaviors and practices that diminish productivity and limit success.

MarketInsights–2017PresentationTopics 5

At a time when staff roles are evolving, senior talent is leaving and workforce requirements are changing; culture ends up happening whether you focus on it, or not. This session will look past the obvious tactics of influencing culture through training and hiring; and share the practical, everyday practices that bank and credit union leaders can utilize to actively and intentionally shape their culture. With examples from throughout the financial services industry, you will learn: § three reasons most culture change

initiatives fail, and how to avoid them § how to identify and manage the drivers of

culture § how to improve employee engagement

and help employees transform old habits § how to demonstrate connection between

new cultural behaviors and marketing success

especially for marketers

Guerrilla Marketing Creating Buzz on a Shoestring Budget

Bank and credit union marketers are faced with the constant challenge of rising above the noise of countless traditional marketing messages that flood the market. As consumers tune out and marketing budgets get squeezed, guerrilla marketing (if done well) is a cost-effective option to get noticed and generate buzz about your brand or specific products/services.

Businesses large and small have used the concept successfully, yet many financial institutions are reluctant to step outside of the box of traditional marketing tactics. This entertaining and informative session will explore both the risks and rewards of guerrilla marketing; and offer examples and ideas to help you find the right atypical tactics for your marketing mix.

This session is not to be missed if you’re looking for a shot of inspiration, great ideas and scalable solutions on a shoestring budget.

Big Ideas for Bank Marketing -Strategies to shake up the status quo in 2017 Customer expectations are at an all-time high and only the creative, agile marketer will be able to help their institution stay competitive. Innovative new tools, platforms, and technologies continue to disrupt the bank marketing landscape. This annually-updated session explores emerging consumer behaviors and the marketing trends that should guide your strategic choices in 2017. This session is designed to inspire innovative thinking and help bank marketers navigate an increasingly digital landscape. Participants will look at tangible ways to move beyond the basics and breathe new life and success into their marketing efforts.

Market Insights calendar of recent and upcoming speaking engagements

may be found on our website

formarketinsights.com/speaking

MarketInsights–2017PresentationTopics 6

Purpose, Passion and Profits A new path to a profitable future

Today’s most successful organizations are driven by an over arching sense of purpose. They are operated by people with a strong sense of personal and professional passion who view profit as a result, not a reason for being in business.

This presentation will shift your thinking and help you focus on what matters most – your organization’s reason for being – and help you build a culture that puts human capital first. Joe Sullivan will take the audience on an inspiring journey through the principles that will drive success for companies in the new connection economy; and he will balance this with tactical steps your organization can take to identify it’s over arching purpose and ignite passion on your team.

“innovation can happen when you break free from old routines and old ways

of thinking.”

- Joe Sullivan

perfect for your next staff or board retreat

MarketInsights–2017PresentationTopics 7

we have spoken for global, national and state associations on three continents. here is a sample of the feedback we have received: sample of the feedback we’ve received: Joe Sullivan has spoken at our CEO, Marketing, HR/Education Conferences (to name a few) – always with good results. I find Joe’s enthusiasm and knowledge refreshing and stimulating and I always learn something new. Liz Wilson, CAE, Executive Vice President Washington Bankers Association I know when I’ve engaged Joe Sullivan as a conference speaker, my audience is in for a great experience. Over the years, Joe has consistently delivered well-researched, thought-provoking and contemporary topics for a variety of banking audiences. Kathy Box, Executive Vice President Texas Bankers Association

Jim Perry’s presentation was once again very well received and earned highest marks from our attendees. Truly, the information was right on target. Susan Poling, Communications Manager Ohio Bankers League Joe Sullivan engaged our conference attendees with a high-energy, interactive and informative session. He has great depth of knowledge and insights, and delivered them in an easy-to-understand, engaging way. Christopher Stevenson Director of Professional Development CUES

Joe Sullivan is the CEO and Founder of Market Insights. As a consultant, author and speaker with more than 20 years of experience in the industry, the themes of relevancy and growth can be found throughout Joe’s work. Over the years, Joe has been invited to share his insights with many national, regional and state associations and banking schools — on topics ranging from marketing and delivery network planning, to brand positioning and leadership. Joe’s forward thinking approach and energetic style engages his audiences and consistently makes him a top rated speaker. He routinely challenges conventional thinking and creates a sense of excited urgency with his audiences.

Jim Perry is Senior Strategist at Market Insights. Jim has consulted with clients throughout the United States. The majority of his work is concentrated on marketing, branding, leadership development and strategic planning. Nearly 2,000 banks, credit unions and industry leaders follow his daily Twitter feed for emerging trends and the latest on mergers, marketing, fintech and much more.

As a consultant, trainer and public speaker, Jim is known for making complex concepts easy to understand and simple to apply.

conference,educationalworkshoporwebinar.

Joe Sullivan, CEO

Jim Perry, Senior Strategist

our speakers

MarketInsights–2016PresentationTopics

market insights, inc. chicago|seattleformarketinsights.com