Keynote Speaker

"When presenting to audiences large or small my goal is very simple, engage them with enthusiasm, inspire them with ideas and motivate them to take the information and act."

Each of these presentations are designed to be flexible whether the need is a 50 minute breakout, a 60 minutes keynote address or a half-day workshop. Tailoring the content to the sophistication and knowledge of the audience is a key skill that L2L brings to your meeting or conference.

  • Digital Transformation

    Building a digital strategy that prepares the org to compete in the digital economy: branch, culture, operations, lending and risk tolerance.e.

  • Data Strategy

    Designing a plan for aggregating and mining your data sources so data can be used for strategic decisions and marketing efficiencies.

  • Sales/Marketing Strategy

    Designing a sales/marketing plan that meets the organizational KPIs, digital, conventional and branding.

  • Business Development strategy

    Reinventing BD to partner with employer groups of scale (100 or more employees.

  • Cultural Transformation

    A branded culture can differentiate the organization in a way that cannot be easily replicated. This is a process to help a financial institution fully understand their brand and leverage it to transform their culture and staff, at all levels.

  • Leadership Development

    Defining the credit union's leadership culture, creating an internal mentoring program for leadership development and succession planning..

  • Organizational Strategic Planning

    Create a future of possibilities and differentiation, These facilitated conversations will establish clear direction for identifying your Mission, Purpose and Promise and navigating the organization to your Vision of the future. We will identify what the “end” looks like, how it will be measured, and set clear milestones along the way to monitor progress.

Live Presentations

Preparing your Credit Union for Disruption:

Five Things the Board of Directors should know about Data Governance - an 11-minute video: #data #datagovernance #boardofdirectors

Business Development for Extreme Growth - presentation for CUNA Marketing and Business Development Conference

Keys to Branding Your Culture -  presentation for CUNA HR/Training Conference

Credit Union Rock StarChosen by CU Magazine, 2014, see page 36

White Papers

Emerging Technologies


Reinventing Careers with CUs

Redefine Leadership Post Covid