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


Tennessee Bankers Annual Meeting

Sulphur Springs, WV June 16, 2024
SRM's Dana Davis will be on hand at the iconic Greenbrier Resort to share our latest insights and services with Tennessee's top bankers.

Credit Union relEVENT 2024

Las Vegas, NV June 23, 2024
SRM's Jeff Ostheimer will present his insights on core and fintech at this growing credit union event, and will be accompanied by a number of SRM business development colleagues thorughout the week.

World Credit Union Conference

Boston, MA July 21, 2024
The SRM team will be onsite to meet with credit union leaders across the globe at this annual coming together happening this year in Boston, home of Sievewright & Associates, an SRM Company.

Upcoming Webinars & Speaking Engagements

Implications of GPT and other Large Language Models for Banks

SRM’s Connor Heaton will speak to the Ohio Bankers League at their annual CEO Symposium.

Live Presentation on May 15 at 10:45 AM local time.

Building Your Financial Institution Core Strategy for the Future

SRM’s Rob Coile will present at the Maine Bankers Sneior Leaders & Directors Forum.

Live Presentation on May 22nd!

Lead Generation Strategies and Tactics that Work

Dan Marks will present lead generation tactices aligned with SRM’s Account Boost offering at the NJ Bankers Marketing Conference.

Live presentation on June 26 at 11:30 AM 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.

Mark Sievewright Discusses 2023 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 more information, contact Ben Mrva, Chief Revenue Officer, at

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