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


CBA 2024 Bank Presidents Seminar

Laguna Beach, CA January 10, 2024
SRM's Michelle Davis will join bank presidents and CEOs in California for a crtitical two day seminar on the ever-changing landscape of financial services.

IBAT Winter Summit XXIII

Beaver Creek, CO January 28, 2024
SRM's Kuntal Vora will join Texas bankers in beautiful Colorado for an important event focused on regulatory trends impacting community bankers.

2024 Acquire or Be Acquired Conference

Phoenix, AZ January 30, 2024
Be sure to say hello to SRM's Brent Lapp, Richard Whiddon, Matt Smith, Paul Davis and others at this well attended annual banking conference.

Upcoming Webinars & Speaking Engagements

Implications of GPT and other Large Language Models for Banks

SRM’s Connor Heaton will speak at the Southeastern Conference of Community Bankers on January 19th in Key West, FL.

Connor’s talk will focus on AI for financial institutions, specifically the use case for ChatGPT and other LLM solutions.

The Future of Payments Systems

SRM’s Prakash Natarajan will present to credit union leaders at the annual Rochdale Volunteer Leadership Institute in Hawaii on the topic of the future of payments.

Live Presentation on January 26 at 11 AM local time.

Pulling Strings for Non-Interest Revenue/Payments

SRM’s Bob Koehler will present to the Illinois Bankers Association at their annual The ONE Conference in East Peoria, IL.

Live Presentation on March 7 at 2:45 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 | Webinar, May 2023

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.

The State of Fintech with Paul Davis

SRM’s Paul Davis shares his State of Fintech highlights with members of the New Jersey Banker’s Association during their recent Economic Leadership Forum.

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 more information, contact Ben Mrva, Chief Revenue Officer, at

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