Financial, Banking & Insurance

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Enhancing Optimism and Resilience Across the Financial Industry

Major financial services firms have invited Jim Davidson to present to their fiscal service professionals and their clients. Jim has delivered about 100 keynotes to banks, insurance companies, realty firms, and fiscal organizations across the USA and internationally. His very satisfied financial services clients include 

Accenture, Capital One, Prudential, Wells Fargo and European Central Bank,

and many more, including:


  • AgriBank
  • ALPS Inc.
  • Ameriprise Financial Services
  • ANB Bank
  • Beta Alpha Psi
  • Business Excellence Group
  • California Bankers Assoc.
  • Capital One Services
  • Center for Financial Training
  • Clarity Benefit Solutions
  • Collier Associates Financial Advisors
  • Colorado East Bank & Trust
  • Colorado Federal Executive Board
  • Colorado Mortgage Lenders Assoc.
  • Compass Financial Partners
  • Cornerstone Mortgage Company
  • Canada Pension Plan Investment Board
  • Credit Suisse
  • CUSO Financial Services
  • D.A. Davidson Companies
  • Deloitte Consulting
  • EKS&H
  • Embrace Home Loans
  • EPS Settlements Group
  • Fidelity Investments
  • Fidelity SelectCo
  • Fifth Avenue Financial
  • First Horizon Bank
  • FNBO
  • Frazier & Deeter
  • Graduate School of Banking – Colorado
  • HomeServices of America
  • Keller Williams Realty
  • KFSA
  • Lexis Nexis
  • Lincoln Financial Network
  • Longmont Economic Development
  • Louis Dreyfus Company
  • MERS of Michigan
  • Mortgage Bankers Assoc. of Florida
  • Nationwide Insurance
  • Nationwide Mutual Insurance Company 
  • Navy Federal Credit Union
  • Nomura Financial
  • Oppenheimer Funds
  • PennMutual
  • Performance Bankers
  • Property Casualty Insurers Assoc. of America
  • ProSight
  • PSA Insurance and Financial Services
  • Residential Finance Corp.
  • Richey May & Co.
  • RiverSource
  • Rocky Mountain Insurance Info. Assoc.
  • Scott Insurance
  • Summit Professional Networks
  • SunAmerica Capital Services
  • SunTrust Bank
  • SunTrust Investment Services
  • SunTrust Mortgage
  • Thornburg Investment Management
  • TIAA CREF
  • Tipalti
  • Towers Wealth Management, Inc.
  • Transamerica Retirement Services
  • TrueNorth Companies
  • Unlimited Systems
  • Weingarten Realty Investors
  • Wells Fargo Bank
  • Zurich Insurance

From major financial institutions to international banks, Jim Davidson has inspired teams across the industry with his powerful message of resilience and leadership. Trusted by top associations and organizations, Jim’s keynotes leave a lasting impression—fueling purpose, unity, and strength in fiscal professionals. 



What Clients Say About Jim Davidson

Jim’s Promise to You

As a potential partner for your important event, I promise you the same attributes that I vow to my expedition partners. I will be:

  • Committed – I will be thoroughly prepared. My presentation will be energetic, informative, on-time and on-target.
  • Reliable – I will do what I say to the very best of my ability – always.
  • Professional – I will be courteous, flexible and cooperative to make your job easier and the event successful. And, I will communicate clearly with you before, during and after the event.
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