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

Community Bankers of Michigan Annual Convention

Acme, MI September 14, 2024
Micki Schueler and Scott Eaton will be in the beautiful state of Michigan, ready to connect with community bankers from around the state!
CONFERENCE

Iowa Bankers Annual Convention

Des Moines, IA September 15, 2024
The SRM team is heading to Des Moines for the wonderful IBA annual convention. Be sure to find SRM's Casey Merolla as she joins the esteemed panel: A Current and Future Look at Payments.
CONFERENCE

Metropolitan Area Credit Union Management Association Leadership Conference

Hershey, PA September 16, 2024
SRM's Larry Pruss will be onsite in Hershey to not only meet credit union leaders, but will be presenting on "AI: What You Need to Know".

Upcoming Webinars & Speaking Engagements

Exploring Self-Directed Investing with InvestFi

SRM’s Larry Pruss will be leading this SRM TechTalk discussion with InvestFi, covering how their platform is helping individuals drive self-directed investing.

Live Webinar on September 12 at 4 PM Eastern Standard Time.

Bank CEO Network: The Payment Landscape

SRM’s Keith Ash and Mark Mrva will be teaming up on leading a robust roundtable discussion with Bank CEOs from around the country on the current landscape of payments and the implementation of instant payment rails.

Live Presentation Begin on September 30!

Financial Firm Implications of GPT and Large Language Models

Connor Heaton will share his expertise in the implications of implementing GPTs and Large Language Models in your financial institution at the Independent Bankers Assoc. of Texas Annual Conference in San Antonio, Texas.

Live presentation on October 9 at 9 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 assistance, please reach out to Mary Casler at mcasler@srmcorp.com.

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