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Financial Services
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Keynote: Independent Insurance Agents, Austin, Texas - The Disruption and Disintermediation of the Insurance Industry
It”s not just farmers who are faced with disruptive trends – everyone else is, particularly in the world of insurance. This talk took a look at the key disruptive trends sweeping…
Video: Disruption in the Insurance Industry
Disruption in the insurance industry is real - and the largest broker/agent association in the US (Texas) has booked me to come in and provide a path forward. In January, I will…
Keynote: CPAmerica, Washington, DC : Professional Skills and the Future of Advisory Services
An accounting and professional services firm! My keynote took a look at the disruptive trends which are and will continue to change their client base, and the unique financial…
Keynote Case Study: Finastra: Fintech Was Rewriting Community Banking.
At the Finastra annual user group meeting in Orlando, I explored the disruptive trends reshaping banking, credit unions and financial services, focusing on how digital platforms…
Keynote: Fin-tech and disruption, Finastra annual user group meeting, Orlando, Florida
This company is a software vendor to the community bank and credit union industry – and naturally, that’s what I zoned in on. With a little bit of the Jetsons to boot! (While all…
Keynote: Thing Big, Start Small, Scale Fast: Innovating in the Era of Disruption
I spent the morning yesterday with the Board of Directors of a multi-billion dollar credit union, taking a good hard look at the trends sweeping the financial services space. They…
Keynote Case Study: CUDirect: Automotive Lending Was Entering A Silicon Valley Era.
In Las Vegas, for the Drive 17 CUDirect automotive lending conference, I explored how digital finance, connected vehicles, changing consumer behavior and fast-moving technology…
Article: Innovate now—the future is coming quickly : Five strategies for successful innovation.
Credit Union Magazine just ran a great article on my keynote yesterday in Las Vegas for Drive 17, the annual conference from CU Direct on trends in the automotive lending space…
Keynote: Drive 17, CUDirect, Las Vegas - The Future of Automotive Lending
This event took a look at the future of automotive lending with a particular emphasis on the credit union sector, which is the line of business that CUDirect is focused on. I had…
Daily Inspiration: "It takes time for the future to arrive, but when it does, it arrives all of a sudden! That’s why you must always be prepared for anything!”
“It takes time for the future to arrive, but when it does, it arrives all of a sudden! That’s why you must always be prepared for anything!” - Futurist Jim Carroll I keynote a…
A Keynote on Credit Unions and the Future of Automotive Lending
Tomorrow morning, I'll keynote Drive 17 -- it's a conference for credit union executives around the topic of the future of lending. Particularly, automative lending. This is…
Keynote: Allegacy Credit Union, Winston-Salem, North Carolina - The Future of Financial Services
The CEO saw me speak last year at an event in Chicago on the trends impacting and disrupting the financial services sector, and so she decided to invite me in for a working…
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