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Jim

" I have to tell you that the response to Jim Carroll's presentation both at the event and in the client feedback subsequently, was phenomenal... Our guests felt that Jim's presentation was an excellent use of their time, and felt that it was one of the single most constructive issues we have tried to help them deal with over these last years... He not only knows his subject, he can read his audience and deliver !"  Ernst & Young

I have received nothing but very positive feedback from all those who were present....you were quick on your feet and proved yourself capable of performing flawlessly when 'unplugged.' Bravo! " GBC Asset Management

" I want to thank you for your superb presentation at our conference... Your presentation was one of the highlights of the conference. Your approach was informative and realistic with a live demonstration. It allowed delegates to envision what can be done by credit unions; one does not have to be a follower of the competition ."  Credit Union Managers' Association

" Your presentation certainly helped make our conference a resounding success and the organizers look good ." Credit Union Central

-- I knew from the moment you used a ketchup bottle to effectively illustrate how change
impacts all of us that your presentation would be anything but typical. You were
spectacular! ..... Feedback on you and your presentation were phenomenally positive. Our
attendees were particularly impressed with how you demonstrated ways in which they could immediately apply what they had learned." American Payroll Association
Financial / banking keynotes with Jim Carroll
 

Partial Client List - Banking and Finance Clients

AccPac International • International Financial Executies Conference • American Community Banker Association • Farm Credit Cooperative • Fidelity Bank (Cayman) Ltd. • DataCard • AICPA • Credit Union Management Association • Electronic Transaction Association . Insurance Institute of Canada • IREV (Swedish Accounting Association) • Investment Funds Institute of Canada • KPMG • Deloitte's • E*Trade • Financial Management Institute • Great West Life • Price Waterhouse • RBC Financial Group • Society of Management Accountants • Treasury Management Association • US Committee on State Taxation • VISA . American Express • CIBC World Markets • BMO Financial Group • Credit Union Directors Association • Financial Management Institute • GBC Asset Management • TDBank

How he can help you?

. business case issues, particularly with distribution channels - broker/agents/sales agents/staff . kickoff / keynote for staff/broker/agent events . sales force training and motivation . innovation -- new business models, exploiting new opportunities in the financial industry . Top 500 sales conferences -- encouraging your top producers to adapt to the future . a industry specific look to the future . spurring broker/agent/staff distribution channels to adopt new business systems put in place by a financial organization . a look to the future -- a futurists view of the financial service industry

Financial Industry Highlights

  • provided the keynote for the global Electronic Transaction Association conference held in San Diego
  • ran a workshop for senior executives of CIBC World Markets focussing on customer management /retention issues, competitive challenges, industry change, and how they can spark innovation in order to meet a variety of emerging opportunities and threats
  • KPMG booked Jim Carroll to keynote their annual partners conference. They liked him so much, they rebooked him to keynote four client, industry specicific conferences (including one on the hotel industry, insurance industry and IT), as well as booking him for a six-city client breakfast tour
  • provided four workshops for CEO and senior management team of Blue Cross / Blue Shield Florida , focusing on business strategy issues, and dealing with issues related to the culture of change. The event was so successful, Jim was immediately rebooked for three subsequent sessions, and ended up providing workshops for 500+ senior mangers
  • Jim has provided the opening keynote for countless financial association conferences. In each situation, he undertook detailed research to hone in on specific industry issues. This has included . mortgage broker and lending . credit unions . medical insurance . accounting and professional services . insurance . taxation . mutual funds . financial products . online trading . financial management . treasury management and more
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