Keynote + Workshop
Finovate Spring 2026
The documented engagement is listed as standing room only. The event director wrote, "Not one person in the room was on a phone or laptop."
Read the Finovate Spring recapFinancial Services
AI Keynote Speaker for Financial Services.
Bring a practical AI conversation to your bank, credit union, fintech event, or leadership team. Jon Lakefish uses live, understandable examples that can be shaped around your audience and planning goals.
Documented financial-services engagements include Finovate, Battle Bank, Veridian Credit Union, and Firefighters First Credit Union.
Documented experience
Evidence from rooms in financial services.
See what audiences and organizers said. Each example below links to the corresponding engagement or testimonial.
Virtual Workshop
Battle Bank
An organizer said, "Jon helped us finally understand where AI fits in banking today. Our team left confident and ready to apply the tools right away."
View documented past engagementsKeynote
Veridian Credit Union
A Veridian Credit Union attendee described the session as "clear, energizing, and full of practical takeaways."
Read the Veridian testimonialBoard of Directors Keynote + Leadership Workshops
Firefighters First Credit Union
The organizer feedback states, "100% of board members found the session immediately valuable."
See the financial-services engagement listDesigned for a careful audience
Show possibilities without using sensitive material.
Live examples show what AI can do for everyday business work. Your team sets the data and policy boundaries before the event. The session is practical AI education, not compliance advice.
Leadership and board conversations
Explore how AI can help draft responses, internal communications, and planning questions using fictional member scenarios and non-sensitive business examples.
Operations and member experience
Use made-up or de-identified sample data to explore patterns, summaries, service concepts, and decision checklists. Keep the examples non-sensitive.
A practical discussion of boundaries
The session plan can keep examples non-sensitive and exclude client confidential uploads. Your organization sets its own data, risk, and policy boundaries before any live example is used.
For planners
Start with the room you have.
Share the audience mix, the format you are considering, and the kinds of non-sensitive examples that would make the session useful. A keynote, workshop, or AI Hot Seat can then be matched to the time and participation level you have planned.
Plan a practical financial-services AI session.
Choose the right format and bring useful examples to your room.
Get planner details