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


NYBA Financial Services Forum 2023

Palm Beach, FL November 7, 2023
SRM's Brent Lapp and Brian McGuirk will be at The Breakers in Palm Beach to connect with New York's banking execs about our ever-expanding services and solutions.

Ohio Bankers League Main Event

Columbus, OH November 7, 2023
SRM's Uma Zielinski and Mike Hines will be onsite at OBL's premier annual event to connect with clients and share the latest on SRM's services and savings pedigree with banking executives.

Upcoming Webinars & Speaking Engagements

The Future of Community Banking

SRM’s Neil Dougherty, Managing Director of Global Marketing, will share his insights on banking in the Metaverse as part of the final session of the California Community Banking Network’s annual meeting.

Neil will join the other panelists live on November 2nd at 3:15 PM PT!

Strategic Loan Growth in a Rising Rate Environment

Tim Keith will present to the Ohio Bankers League at their annual Main Event, with a focus on portfolio growth and how the SRM Account Boost solution can help.

Live Presentation on November 8th at 11 AM ET.

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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