89th Annual Meeting: Top Trends Transforming Retail Banking

June 28, 2023 at 10:00 am11:30 am

The Annual Meeting, sponsored by CUNA Mutual Group, is your chance to hear how the League has put your annual membership investment to work for you. Hear from your League President Paul Mercer, League Board Chair Bill Burke, and Secretary/Treasurer Jessica Jones, followed by a keynote presentation from Market Insights CEO and Founder Joe Sullivan.

Sullivan will discuss “Top Trends Transforming Retail Banking in 2023.” Attendees will discover how the top trends in consumer behavior, emerging technology, product innovation, operational processes, and talent acquisition and retention may be applied to their local markets to grow their financial institutions in 2023 and beyond.

About Our Keynoter:

Joe Sullivan is the CEO and Founder of Market Insights, Inc. – a consulting firm with expertise in market assessments, delivery optimization, strategic planning, branding, marketing and
culture. As a consultant, author and professional speaker with over 30 years of experience, the themes of growth, innovation and motivation can be found throughout Joe’s work.

He has been invited to share his insights with international, national, regional and state associations/leagues as keynote and workshop presenter. Joe is a founding faculty member for the Graduate School of Banking at Univ. of Wisconsin (Digital Banking School). He also teaches at the Ohio Bankers League Management School and Washington Bankers Association (Fintech Executive Development Program). He has presented to hundreds of audiences on human connection, disruption, fintech, consumer trends, delivery system planning, marketing, leadership and personal empowerment.

Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. His unique perspective comes from working side-by-side with executives and marketers around the U.S. in the development of successful growth strategies. Joe incorporates these frontline experiences into his presentations and offers insights that challenge conventional thinking, creating a sense of excited urgency with his audiences.

Takisha Martin
Takisha Martin Corporate Operations Manager E: tmartin@ohiocul.org
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