Speaking

Keynotes, panels and workshops on winning and keeping bank and credit union customers.

Upcoming

Florida Bankers Association Small Group Event

November 10, 2026 | The Don CeSar, St. Pete Beach, FL

Keynote speaker

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Recent Appearances

  • November 4, 2026 Virginia Bankers Association Glen Allen, VA · The Relationship Growth Playbook: Acquire, Deepen, Retain. Led the session on attracting deposits in today's competitive environment, then joined the closing panel with ServisFirst and IntraFi.
  • April 13–16, 2026 Financial Brand Forum Las Vegas, NV
  • March 30 – April 1, 2026 CBA Live San Diego, CA
  • September 11–12, 2025 The Deposit Conference (SouthState Correspondent Division and S&P Global Market Intelligence) Denver, CO · Deposit Marketing for Performance: why deposit marketing is a 365-day effort, and which campaigns to prioritize.
  • October 15, 2024 GoWest MAXX Convention GoWest Credit Union Association · The Battle for Primacy: Attracting & Growing New Member Relationships
  • October 23, 2023 Florida Dreamin' Clearwater Beach, FL · I'm Afraid I Can't Let You Do That Dave: Using LLMs to Design the Best Solution

Book Fred

Planning an event or podcast? Let's talk.