guiding financial institutions since 2006

Discover Inspiring Voices For Your Next Event

Unlock the potential of your event with our curated selection of impactful keynote speakers. Engage your audience and leave a lasting impression.

Transform Your Event

Our keynote speaking services are designed to enhance your event by providing engaging, thought-provoking, and motivational presentations. We cover a wide range of topics from leadership to wealth management, specializing in keynote speaking or facilitating hands-on workshops for financial industry associations.  We work closely with you to match the right speaker to your financial event’s theme and objectives, ensuring a seamless and impactful experience for your attendees.

Meet Our Esteemed Keynote Speakers

Our team of speakers is composed of industry leaders and seasoned professionals who are passionate about sharing their expertise. Each member brings a unique perspective and a wealth of experience to the stage.

Anne Schutt, CFP®
Anne Schutt, CFP®

Vice President of Business Development

Anne is a dynamic keynote speaker who inspires audiences on leadership, motivation, women in banking, and investment program growth, empowering professionals to lead with purpose and achieve lasting impact.
Michael Graham, CFP®
Michael Graham, CFP®

President

Mike is a seasoned professional with over 30 years of experience in community banking, offering expert insights on strategic planning, institutional leadership, and strengthening community-focused financial organizations.
Jim Motteler
Jim Motteler

Director of Business Development

Jim is an engaging speaker who focuses on cross-department collaboration, sales growth, advisor coaching, and elevating customer service. He is highly experienced in delivering our Benefit Builder presentation to institution employees.