Speaking & Services

CHALLENGE

YOUR
AUDIENCE.

Becky Reed delivers keynotes and advisory sessions that don't just inform — they shift perspective. Built on 20+ years of executive experience at the intersection of finance and technology, every engagement is designed to move leaders from uncertainty to clarity.

Becky Reed speaking at the Visionary CU*South Conference
Visionary CU*South Conference
Keynote Speaking

Built to Provoke. Designed to Inspire.

Becky's keynotes are not lectures. They are experiences — combining deep subject matter expertise with storytelling, data, and a direct challenge to the assumptions that keep financial institutions from leading boldly. Available for conferences, annual meetings, leadership summits, and association events.

45–60 Min

Signature Keynote

Full-length presentation with Q&A. Ideal for conference main stages and annual meetings.

20–30 Min

Executive Briefing

Focused, high-impact format for leadership retreats and board kick-offs.

Half Day

Workshop Session

Interactive deep-dive with breakout exercises. Ideal for leadership teams of 20–100.

01

DeFi & the Credit Union Opportunity

Credit Union Executives · Association Conferences · Fintech Summits

Decentralized finance is not a threat to cooperative banking — it is an invitation. Becky unpacks the technology, the opportunity, and the strategic imperative for credit unions to engage now rather than react later.

Audience Outcomes
Understand DeFi fundamentals without the jargon
Identify three strategic entry points for credit unions
Leave with a framework for evaluating DeFi partnerships
02

FinCO 2050: The Ownership Revolution

Board Directors · C-Suite Leaders · Strategic Planning Retreats

The financial institutions of 2050 will look nothing like those of today. Becky maps the forces reshaping ownership, membership, and value creation in cooperative finance — and what leaders must do now to be on the right side of that shift.

Audience Outcomes
Understand the macro forces reshaping financial ownership
Identify where your institution sits on the disruption curve
Build a 5-year strategic lens for the ownership economy
03

Leading Through Disruption

Executive Teams · Leadership Conferences · HR & Talent Events

What separates the financial institutions that thrive from those that merely survive? Becky draws on executive experience to deliver a leadership framework built for uncertainty — practical, honest, and immediately applicable.

Audience Outcomes
Recognize the leadership patterns that stall transformation
Apply a decision-making framework designed for ambiguity
Build a culture that treats disruption as opportunity
04

Fintech as Partner, Not Predator

Credit Union Leaders · Community Banks · Financial Services Associations

Having worked on both sides of the fintech divide, Becky reframes the relationship between traditional institutions and emerging technology companies — and shows how to build it strategically, not reactively.

Audience Outcomes
Understand how fintechs evaluate partnership opportunities
Identify the right fintech partners for your institution's goals
Negotiate and structure fintech relationships that last
Board & Executive Advisory

Strategic Clarity for Leadership Teams

Beyond the keynote stage, Becky works directly with boards and executive teams to translate disruption into strategy. These are not passive presentations — they are working sessions designed to challenge assumptions, stress-test plans, and build leadership alignment around the future.

Executive advisory session
01

Board Education Session

2–3 Hours

A structured briefing for board directors on emerging technology, regulatory trends, and strategic risks. Designed to elevate board-level conversations and strengthen governance in a rapidly changing environment.

Ideal For
Board of Directors · Supervisory Committees
02

Executive Strategy Retreat

Half Day – Full Day

An immersive working session for C-suite and senior leadership teams. Combines trend analysis, scenario planning, and facilitated discussion to build strategic alignment and identify priority actions.

Ideal For
C-Suite Teams · Senior Leadership Groups
03

Ongoing Advisory Retainer

Monthly Engagement

A sustained advisory relationship for institutions navigating multi-year transformation. Includes regular strategy calls, access to Becky's research and network, and on-call guidance as decisions arise.

Ideal For
CEOs · Executive Teams in Active Transformation
Who Becky Serves

Built for Financial Leaders

Credit Unions

From community credit unions to billion-dollar institutions navigating digital transformation

Financial Associations

ACU, state leagues, and regional associations seeking forward-looking keynote content

Fintech Companies & CUSOs

Emerging technology companies building for the financial services market

Community Banks

Community and regional banks facing the same disruption forces as cooperative institutions

Corporate Leadership Teams

Executive and board teams across financial services seeking strategic advisory support

Leadership Conferences

HR, talent, and leadership development events seeking a financial services futurist perspective

Logistics

What to Expect

Availability

Becky accepts a limited number of engagements per year to ensure every client receives her full attention and preparation.

Customization

Every keynote and advisory session is customized to your audience, industry context, and strategic priorities. No off-the-shelf presentations.

Location

Available for in-person engagements nationwide or for global audiences.

Lead Time

Keynote bookings are recommended 3–6 months in advance. Advisory engagements can often begin within 30 days.

Ready to Book Becky?

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