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Financial industry clients

Some background on the work I’ve done in this area

Partial Client List – Banking and Finance Clients

International Financial Executies Conference • American Community Banker Association • US 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

Focus areas

. 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
  • provided the opening keynote for countless financial association conferences. In each situation, I 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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