Keynotes

Jeff Rendel’s programs and systems for financial institutions deliver entrepreneurial results in sales, service, and strategy. Designed as keynote addresses, breakout sessions, and half-day workshops; these programs easily expand, combine, and fit into full-day events, executive retreats, and planning sessions. When in-person facilitation just isn’t feasible, digital delivery of all programs is a great option. Learn more at Virtual Programs.

10X Financial Institutions™

  • Future Forces: The Trends Reshaping Growth, Relevance, and Results.
    The trends that matter most aren’t the loudest — they’re the ones reshaping how financial institutions compete, grow, and deliver value. From redefined loyalty and AI-powered economics to hyper-personalized experiences and disruption from adjacent industries, this session spotlights what’s coming — and what to do now. We’ll explore how the most agile financial institutions are investing ahead of the curve to turn change into competitive advantage. More than a forecast, it’s a strategic field guide for the next five years. For leaders ready to move first, move fast, and move with intention — this is your edge.
  • Smarter Growth: How AI Enhances the Customer Experience and Expands Your Impact.
    AI isn’t just a technology upgrade — it’s a growth strategy. For financial institutions that want to scale customer relationships, increase efficiency, and deliver personalized value at every touchpoint, AI is a must-have advantage. This session explores how future-focused financial institutions use AI to elevate the customer experience — with faster service, smarter insights, and more tailored solutions — while also freeing staff to focus on what they do best: building trust and connection. You’ll learn how to lead AI adoption with intention, align it with your mission, and create a human-centered approach to digital transformation. Because when you pair powerful technology with financial institution values, you don’t just grow — you grow better.
  • Leading at the Speed of Customers.
    A clear-cut connection exists between experiences, expectations, and engagement with your financial institution. Understanding every point of a customer’s relationship helps you benchmark, measure, and improve the experience. Designing an experience strategy involves recognizing expectations, addressing all stages of an experience, and delivering an effortless result. By focusing on the customer’s wide-ranging journey, and how easy your financial institution is to do business with, your financial institution can stand out and dependably deliver exceptional experiential, financial, and engagement-worthy value.
  • Mind Share, Market Share, Wallet Share: Growth by Design.
    Growth isn’t an accident — it’s engineered. In an era of shifting expectations and relentless competition, next-gen financial institutions are winning by designing growth around relevance, visibility, and trust. This session unpacks how high-performing financial institutions own the conversation (mind share), show up where it matters (market share), and build deeper value with every customer (wallet share). It's not just strategy — it’s synchronized execution across brand, data, experience, and delivery. For financial institutions ready to grow smarter, faster, and more meaningfully — this is your blueprint.
  • The KPIs of Relevance.
    In an ever-evolving financial ecosystem, examining traditional business models helps ensure relevance in the dynamic landscape of financial services. As the pace of innovation accelerates, established archetypes face the risk of becoming obsolete if they fail to adapt swiftly. In this session, we: shed light on the technological frontier; decode evolving customer expectations; interpret risk management in the digital age; learn where to fearlessly innovate, collaborate, and compete; and, address the cultural shifts required to foster inventive and agile systems. Learn how you can measure relevance and secure a thriving future in the face of disruptive forces.

10X Sales™. 10X Service™

  • Never. Stop. Marketing.
    In a world of continuous transformation, your financial institution’s marketing must be relentless, adaptable, and always in motion. This program emphasizes the critical need for consistent, evolving marketing strategies that drive growth and create a lasting impact. We discuss how to: Transform your brand presence by building mind share that leads to wallet share; Maintain marketing momentum through fresh, data-driven campaigns that resonate with customers and potential customers alike; and, Explore ways to leverage digital tools, social media, and community engagement to keep your financial institution top of mind in an increasingly crowded marketplace.
  • The New PFI: Permanent Financial Institution.
    Your financial institution can’t be all things to all customers; but, it can be a permanent, long-term, part of a financial relationship which creates added lifetime financial value. Becoming a new kind of PFI involves: Integrating AI, predictive analytics, and human-centered design to create "wow" moments that foster deep loyalty and long-term retention; Retaining customers that become brand advocates, enhancing awareness and consideration; Building robust experiences that increase customer engagement and greater product adoption; and, Creating a brand reputation that drives growth and market share, elevating your financial institution to becoming a financial institution of choice – and action.
  • Obsession Wins: Turning Service into the Competitive Advantage.
    The fastest-growing companies across all sectors are radically customer-obsessed. A service model that goes beyond transactional excellence to become truly indispensable is your most scalable strategic differentiator. Explore how best-in-class financial institutions reframe and redesign experience around ease and outcomes; and how they equip every team member to serve like growth depends on it (because it does). When service becomes your brand promise and performance lever, growth isn’t just likely; it’s inevitable.
  • Sales is Not a Strategy; Service is the Key to Growth.
    Hundreds of the most customer- and customer-centric companies and financial institutions, with exceptionally reliable rates of growth, have learned the secret to sales – service. These industry leaders live for their customers, provide outstanding experiences, market sharply, experience elevated levels of retention, and have become a permanent place in their customers’ lives. Understand the strategic advantage of service and its predictable role in growth, revenue, and lifetime value.

10X Leadership™

  • Lead with Purpose: Strategic Leadership in a High-Stakes World.
    Uncertainty favors the focused. Today’s most effective leaders bring precision to chaos, turning strategy into motion and culture into momentum. This session dives into how high-performance executives create clarity, inspire urgency, and align teams to execute with discipline — especially when the future is murky. You’ll leave with practical insights for accelerating results, building adaptive teams, and making bold decisions that stick. Leadership isn’t about reacting faster — it’s about moving smarter. This is leadership by design — for impact, for alignment, and for what’s next.
  • Strategic Leadership Begins with You.
    Forward-thinking leaders with strategic expertise are critical for leading your financial institution and its plans for growth. As the business backdrop continues to swiftly evolve, financial institutions need strategic thinkers and doers, at all levels, who can recognize probable challenges, devise approaches for execution, and mentor teams to success. Strategic leadership encompasses: leading change; data- and scenario-based decision making; coaching for results; innovation; and, accountability. Learn how to lead yourself, your team, and financial institution with up-to-date tools, skills, and plans to stay in the lead and with an ongoing competitive advantage.

10X Governance™

  • Beyond Governance: The New Standard for Strategic, Future-Focused Boards.
    Boards that lead don’t just oversee — they drive. The most effective boards are shifting from fiduciary oversight to strategic partnership, shaping growth and preparing for what’s next. In this session, discover how modern boards increase their impact: spending more time on strategy, engaging deeply with leadership, and aligning agendas with long-term value. Learn how to rethink board composition, add future-focused voices, and lead with relevance. The boardroom should be your most underutilized growth asset — and this is how to unlock it.
  • How to Be a Great Board Chair (or Support the One You Have).
    As Board Chair, your leadership responsibility is unique. Your central role is to create and foster a culture that produces conditions for valuable group discussions between directors and the CEO. Since the Board speaks with one voice, establishing consensus on strategy and executive action is significant. From consulting work with hundreds of Board Chairs, learn the ten principles on how you can deliver these outcomes for your Board and CEO. And, if not the Board Chair, how you can increase the value you supply as an integral part of the governance team.
  • After the Handshake: Getting CEO Transition Right.
    Succession planning doesn’t end when a new CEO is hired or appointed. The CEO transition process is equally, if not more, important to maximize your new CEO’s chances for success. Designing a plan for CEO transition involves: your Board; incoming CEO; and, at times, outgoing CEO. A comprehensive checklist for a successful CEO transition is significant to address culture, expectations, feedback, relationships, and roles. Transitioning to a new CEO is an exceptional opportunity for a Board to continue ensuring the finest leadership for the financial institution’s customers and professionals.
  • A Dashboard for Strategic Governance.
    Planning for CEO success “today” is just as important as CEO succession planning for “tomorrow.” For your CEO to be effective, successful, and fulfilled, future-focused boards work with their CEOs to ensure the correct mix of: compensation; incentive; retention; professional development; and personal accomplishment. Move beyond the annual evaluation and embrace a CEO success plan that evolves in real time with your financial institution, developing a CEO who delivers results that matter most for customers, employees, and your financial institution.As your financial institution grows, governance and long-term strategic focus become more important. Building a governance dashboard of success – focused on customer value, market presence, leadership, and board excellence – allows your board to concentrate on strategic matters of opportunity, investment, direction, legacy, and perpetual relevance. Study a dozen board-focused metrics that elevate the board’s value to customers, the CEO, and coming generations of board leadership.
  • CEO Success Planning.
    Planning for CEO success “today” is just as important as CEO succession planning for “tomorrow.” For your CEO to be effective, successful, and fulfilled, future-focused boards work with their CEOs to ensure the correct mix of: compensation; incentive; retention; professional development; and personal accomplishment. Move beyond the annual evaluation and embrace a CEO success plan that evolves in real time with your financial institution, developing a CEO who delivers results that matter most for customers, employees, and your financial institution.