Transformational Growth: Enabling Enterprise-Wide Innovation
The coming years will bring about the greatest transformational change seen in the last 25 years.

Technology advancements create opportunities. Generationally, customers will shift from primarily Baby Boomers to Millennials, who access and purchase services vastly different from their parents and grandparents. Is your organization prepared to better compete and serve new customers in innovative ways?

Have you specifically created an environment where truly innovative ideas can foster and grow within your organization? Your ability to successfully grow your business with new paradigms of product or service delivery is critical. Innovation is the key to transformational growth and success with tomorrow’s customers. This session will highlight the pivotal opportunities all financial institutions now face, present specific transformational growth strategies and provide ideas on how to get a culture of innovation established within your organization.

Covered Topics

  • Explore the impact that innovation has on an organization
  • Understand the unique relationship between innovation and creativity
  • Discuss why financial institutions aren’t as innovative / creative as they should be
  • Identify the impact that innovation can have on customer retention / acquisition
  • Highlight areas of the financial institution which should be the target of creativity / innovation
  • Provide a blueprint for how to get creativity and innovation started at your financial institution


Financial Institution Senior Management, Board, Department Heads or Supervisors, and all future leaders


David Peterson: A dynamic and engaging presenter, David Peterson has performed thousands of presentations and led scores of strategic planning sessions for both financial institutions and service providers. He has been a keynote speaker for numerous associations, banking schools, and industry trade groups, including ICBA, NACHA, BAI, and GSBC, as well as numerous state and regional associations across the country.

As a seasoned entrepreneur and thought leader, he has written frequently in regional and national publications on a wide range of electronic banking, virtual branch, payments and strategic thinking topics.

David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was also the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions in the U.S., where he was instrumental in establishing electronic banking and payment systems for commercial banks.

David previously served as Executive Vice President for Q2, a virtual branch software provider, where he focused on strategic initiatives, product direction and executive consulting. He remains active in U.S. payment virtual banking initiatives, serving on the Boards of PaymentsFirst, a regional payment association based in Atlanta, Georgia that serves over 350 members, and ArgosRisk, a systemic risk tracking service provider, based in Minneapolis, Minnesota.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits


  • Live Webinar which includes 5 Day On-Demand  - $265
  • Six Month On-Demand – $295
  • CD-ROM (Includes Six Month On-Demand) – $345
  • Live plus Six Month On-Demand – $365
  • Premier (Includes all options) – $395
  • Additional Locations – $75               


Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.