I can’t believe it’s over! 30 days of sessions, 39 speakers and over 200 attendees from banks and credit unions from all across the country! It was massive! But most importantly for the first time we got to collectively see and hear some of the best bank and credit union case study stories from across the nation, shared by some of the best leaders in banking today. We learned an array of topics such as inbound marketing, Omni-channel delivery, and strategic execution from industry influencers such as Sam Mallikarjunan – Principal Marketing Strategist from Hubspot, Rudy Pereira – President | CEO from Royal Credit Union, Mike Allard – CMO from Avidia Bank, and Sean Keathley – President from Adrenaline. I was honored to have them all!

We Even Trended On Twitter!

Over the next few weeks I’ll be covering some sessions on my Podcast. Some are available now HERE and HERE. I personally wrote a wrap up of each session – find some HERE –  and yes, I said I love Rudy Pereira, haha!

Some Notable Backstage Points!

My favorite part of the conference was the 30-minute preparations by the speakers prior to going live. It was like watching Ed Sullivan or Johnny Carson getting ready to go on stage. I was breathless at points and in many cases I couldn’t stop laughing during some of the bloopers behind the scenes! I also loved how genuine and real the feeling was. When we first came up with the idea of the #casestudysummit I knew instantly it would be great. I know the industry well and I know the best people in the industry. What I didn’t know was how much each one of these amazing people truly cared about sharing their stories and their challenges with their teams that they care so much about.

Everyone delivered their best stories and gave it their all! Will we do this again? You bet you’re a@$ we will, someone has to share these stories and here at #BankSocial, we’re proud to do so. If you haven’t already, I invite you to register to attend #BankSocial 2017. Come meet me, my amazing team, and many of those wonderful leaders who spoke at our #CaseStudySummit. It’s going to be a blast, I can’t wait!

The one thing I learned about stories? When they are real, genuine, and told from the heart first hand, it becomes unforgettable and these stories will be told for years to come.


See You On The Beach In April!