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


2023 Arizona & Colorado Bankers Summit

Ritz Carlton, Dove Mountain, AZ May 31, 2023
Regional Vice President Phillip Foster will be onsite to share SRM's latest success stories and offerings with leaders from the Arizona and Colorado banking community. Say hello at Booth #6.

Michigan Credit Union League Annual Convention

Amway Grand Plaza and Hotel, Grand Rapids, MI June 7, 2023
Catch up with SRM's Micki Schueler and Scott Eaton as we provide the latest insights for credit unions looking to achieve savings, build better strategies in digital and tech, and future proof their institutions.

IBANYS Annual Convention

Turning Stone Resort, Verona, NY June 12, 2023
Loretta Ryan will be onsite to share the latest from SRM with New York's independent banking leaders.

Past Webinars

SRM Tech Talks | AI: Implications of GPT and Other Large Language Models

In this video, SRM’s Connor Heaton leads an AI-focused conversation worth watching. For more information about our Tech Talks program, email us at

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.

Starting in 2023, SRM will provide 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 SRM 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

Let SRM Be Part of Your Success Story

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