Our Industry Experts

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Our subject matter experts provide knowledge, inspiration, and actionable insights for financial institutions on a multitude of topics.

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Our Industry Experts

FTSI has been in the financial services industry for over 25 years. Our speakers have been captivating audiences at events with exciting, inspiring, and insightful keynotes. They routinely receive rave feedback from audiences and event organizers.

Looking for a speaker for your next event? 

"Brett has an intrinsic ability to approach complex member experience friction points and discover the underlying opportunities. Using a natural curiosity coupled with an authentic communication style, he is able to utilize the full management playbook to empower employees, leverage technology and create an inclusive culture. Aside from a larger vision, Brett consistently delivers on tactics which produce growth, engagement, and efficiencies in areas of marketing, operations, lending and technology. He promotes the credit union difference and inspires those in the industry to benefit those in need."
Rivermark Community Credit Union

Seth Schaefer, President/CEO

"I had the distinct pleasure of hosting a panel discussion at our national conference with Lisa a panelist. We spent several hours together prior to the event, and I was genuinely impressed with Lisa’s vision for lending as an experience. She truly understands user-centered design thinking, digital transformation, and how important being innovative is to keeping credit unions relevant. Then she absolutely crushed it as a speaker and panelist! Would encourage having Lisa as a speaker anytime."

T.Brian Hamilton, Innovator | Servant Leader

"Lisa was a keynote speaker at my Future Branches conference in Austin Texas this past November. She brought an amazing energy to the stage and shared tons of useful information with our audience about her credit union's approach to CX. And she was a pleasure to work with both in the lead up to the event and during the event itself. I can't recommend her enough as a speaker. If you are looking for someone that combines great content with a fantastic stage presence, look no further than Lisa!"
Future Branches Conference

Elizabeth Robillard, Sr. Conference Director for Future Branches & eTail at Worldwide Business Research

"Thank you for presenting such an interesting and informative REACHtalk. I thoroughly enjoyed it, and our audience seemed to appreciate it too. We have received responses to our evaluation survey and your evaluation score is 4.5 out of a 5, and that’s excellent! Thanks again! It was a pleasure working with you."

Jan Johnson, Sr. Education & Training Specialist

"Brett has served as a valued member of the Southwest CUNA Management School faculty team since 2014, developing content; presenting courses on App Development, FinTech, and Business Development Strategy; and consulting with students. He is professional, responsive, easy to work with, and is consistently among the highest-rated faculty. Our students say it best: "Awesome discussion and ideas to implement when I get back to the Credit Union! Thank you for all the info."
Southwest CUNA Management School

Janine McBee, CUDE, CMM

Speaking Topics

Past Events