Speaking & Briefings
BankModern provides select speaking engagements and executive briefings for CEOs, executive teams, and boards navigating modernization, competitive pressure, and strategic complexity.
Tailored to elevate your institution
Speaking Engagements
As a full-time operating executive, Jonathan maintains limited capacity. Select engagements are undertaken based on timing, alignment, and strategic relevance.
Engagements draw directly from BankModern’s leadership frameworks and strategies Jonathan has executed across banks, credit unions, and fintechs.
TOPIC AREASDrawing from BankModern’s leadership frameworks, engagements provide institution-specific perspective to support real-time executive decision-making and long-term strategic trajectory.
01/ Banking Operating Model
Advising leadership teams on modern, scalable operating structures, KPI alignment, and enterprise accountability required for sustainable modernization.
02/ Strategic Planning & OKRs
Advising executive teams on building disciplined planning processes that translate strategy into measurable execution.
03/ The Agile Enterprise
Advising leaders on embedding enterprise agility into governance, culture, and decision-making across legacy structures.
04/ Digital-First Transformation
Advising on holistic enterprise modernization across technology, culture, and growth strategy.
05/ New Era of Competition
Advising financial institutions on competitive positioning amid fintech expansion, digital shifts, and evolving customer expectations.
06/ Building a Digital Sub-Brand
Advising leadership teams on the strategic design and launch of an all-digital sub-brand to drive new growth while preserving core institutional strength.
07/ FinTech Strategy & Partnership
Advising on innovation pathways, platform strategy, and sustainable integration of emerging technologies.
BANKMODERNBankModern’s mission is to help banking leaders evolve their organizations with confidence in a digital-first world while remaining true to their mission. The goal is not to turn financial institutions into fintechs, but to support disciplined evolution grounded in leadership, clarity, and trust.