Speaking
Keynotes, panels and workshops on winning and keeping bank and credit union customers.
Upcoming
Virginia Bankers Association
November 4, 2026 | Glen Allen, VA
Presenter and panelist: The Relationship Growth Playbook: Acquire, Deepen, Retain. Leading the session on attracting deposits in today's competitive environment, then joining the closing panel with ServisFirst and IntraFi.
Learn More →New dates coming soon. See past talks →
Recent Appearances
- April 13–16, 2026 Financial Brand Forum Las Vegas, NV
- March 30 – April 1, 2026 CBA Live San Diego, CA
- October 15, 2024 GoWest MAXX Convention GoWest Credit Union Association · The Battle for Primacy: Attracting & Growing New Member Relationships
Book Fred
Planning an event or podcast? Let's talk.