Keep up with the latest SRM happenings, speakers, and appearances.

The team at SRM is active around the country, and around the world, connecting with our clients and the banking, credit union, and fintech industries at large. This page is your one-stop destination for keeping up with the team at SRM. Learn more about our upcoming conference appearances, webinars, speaking engagements, and more, below.

Upcoming Appearances

CONFERENCE

REACH 2024

San Diego, CA October 20, 2024
SRM's Chris Gunnare, Matt Smith, and Michelle Davis will be on hand for the REACH 2024 conference, hosted by our friends at the California and Nevada Credit Union leagues!
CONFERENCE

Cross State CU Reality Check

Atlantic City, NJ October 28, 2024
Brent Lapp and Loretta Ryan will be "down by the boardwalk" in Atlantic City, New Jersey, ready to connect with Credit Union leaders from New Jersey and PA! Say hello to our team and find out how SRM can be your Credit Union's best partner.
CONFERENCE

2024 NCUMA HAWAII CONFERENCE

Koloa, Hawaii November 1, 2024
Jason Berman will be onsite in beautiful Koloa, Hawaii at this year's NCUMA Hawaii Conference. Be sure to stop by and give him a warm "aloha" and learn more about how your credit union can partner with SRM.

Upcoming Webinars & Speaking Engagements

Association for Financial Professionals

SRM’s Dean Nolan will be leading a robust panel “Request for Payment a Year Later”

Live Presentation Begin on October 22 at 8:30 AM local time!

Mississippi & Louisiana Credit Union League's CEO Round Table

Larry Pruss will be sharing his expertise in the implications of implementing GPTs and Large Language Models in your credit union during this CEO Round Table

Live presentation on November 6 at 2 PM local time!

Ohio Bankers League's Main Event

SRM’s Jeff Ostheimer will be sharing his outlook and expertise of Core Processing Strategy and Best Practices for the Year Ahead. 

Live presentation on November 14 at 3:45 PM local time!

Past Webinars

Transformational Banking & Core Consulting Approach

Jeff Ostheimer, SRM’s Director of Fintech Advisory Services, shares the company’s approach to making key decisions related to core systems and how it ties into the long game of transformational banking. Jeff, a veteran in the financial software solutions and systems industry, delivers insights outside the typical core consulting approach and discusses the opportunities around fintech integration, sidecard core strategy, and more.

7 Lessons Learned in Contract Negotiation

This webinar from SRM covers the most common areas where contract negotiation lessons have been repeatedly learned. Patrick Goodwin, President at SRM, highlights how we routinely help our clients uncover hidden costs and find additional revenue associated with their card portfolios.

Mark Sievewright Discusses Strategic Priorities & Other Trends

SRM’s veteran Credit Union Strategist Mark Sievewright discuss the critical insights from his annual Perspectives Report and the key challenges facing the credit union industry. These include winning over Millennials and Gen Z audiences, managing the battle for top talent, and how digital transformation continues to top the priority list.

Educating the Payments Industry

An exclusive, on-site education summit for payments leaders.

SRM provides insightful, applicable education on the ins and outs of payments and building a strategy that’s ready for the future of the industry.

Attendees choose this SRM event for:

Expert instruction and advice from seasoned industry experts and vendors.

Curriculum tailored to the needs of bank and credit union payments leaders and card program owners.

Insights on industry, vendor, technology, and innovation trends.

For assistance, please reach out to Mary Casler at mcasler@srmcorp.com.

Let SRM Be Part of Your Success Story

Contact us and see how our experts can unlock savings, efficiency, and innovation for you.