Financial Services Leadership Keynote Speaker
Retain Talent. Rebuild Trust. Reinvent Culture in Finance.
Betsy Allen-Manning is a nationally recognized
financial services leadership keynote speaker and
workplace culture expert. She equips banks, credit unions, and advisory firms with the tools to reduce turnover, build high-trust leadership, and create a Destination Workplace™ where employees choose to stay.
City skyline
Challenges Financial Leaders Are Facing Today.
The financial industry is at a crossroads. You’re not just protecting client assets, you’re trying to protect your most valuable asset: your people.
Betsy Allen-Manning is a nationally recognized finance leadership speaker / financial advisory leadership speaker and workplace culture consultant for banks. Through high-impact presentations and research from the National Workplace Trends Study, she helps banks, credit unions and financial services companies build leadership capacity, reduce burnout, improve employee retention, and become a Destination Workplace™. Betsy has trained finance leaders at some of the nation’s top financial institutions, including First Heritage Credit, Fidelity Investments, LegacyTexas Bank, Plan Advisor, and is a top keynote speaker for finance conferences.
Record-Breaking Burnout
Compliance burnout is pushing frontline staff to the edge. It's time to reduce overwhelm, negativity and burnout.
Mass Exodus of Talent
Recruiting is tough. Retention is tougher. 42% of employees are actively job hunting impacting financial workforce retention.
Toxic Silence & Disengaged Teams
1 in 4 employees describe their workplace as toxic, and silos across branches and departments is creating misalignment.
Leaders Without Leadership Training
Financial expertise doesn’t always come with people management skills. Leadership is often reactive, and employees feel it.
A Culture of Code Blue
Culture is fractured. Trust is fragile. Turnover is increasing, and in finance, that costs more than dollars. It costs customers.
Stalled Careers
64% of employees say clear advancement would convince them to stay, but most finance workers don’t see a path forward.
Even in mission-driven environments like financial institutions and financial services, the internal culture can tank.
If trust is the currency of leadership, most financial institutions are operating with overdraft protection
How Betsy Helps You Create Culture Consistency & Leadership Alignment!
From branch teams to the C-suite, Betsy brings a proven leadership and culture blueprint to help financial organizations create scalable, people-first strategies that reduce risk, improve retention, and increase engagement at every level.
CULTURE: Bring Purpose, Accountability & Loyalty Back into the Workplace.
Problem: Culture erosion has made purpose feel like corporate fluff, not a leadership priority. In many financial organizations, values are listed on the wall but ignored in the day-to-day grind, especially under regulatory pressure and burnout.
Solution: We help financial organizations turn mission statements into mission experiences. From the C-suite to the call center, every employee should understand how their role supports both the client and the company’s long-term reputation. We realign teams around core values, build trust from the inside out, and create a culture where employees show up with pride, not just compliance.
Deliverables:
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Workplace culture consultant for banks and credit unions - Improve culture consistency across branches, reduce turnover, and enhance employee engagement in financial teams.
✔Culture speaker for financial institutions - Workplace culture keynote for financial leaders, breakout sessions, and workshops - High-energy sessions to rebuild trust, values alignment, and cultural clarity.
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Culture audit/diagnostics - Evaluate gaps in trust, purpose, and culture consistency across locations.
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Executive Strategy Sessions - Align leadership teams to model and reinforce core cultural values.
VIEW THE KEYNOTE: Becoming a Destination Workplace™
Book This KeynoteIdeal for finance executives, HR leaders, and bank managers
- Understand what today’s workforce truly values in culture, leadership & purpose
- Learn how to reduce turnover by improving the employee experience in 5 key areas
- Use NWTS data to benchmark and improve your workplace reputation and retention
Becoming a Destination Workplace™ - Where People Apply, Engage, Contribute, Promote–and Stay!
“Why can’t we find good people?”
“If we’re offering competitive pay… why do our best employees keep leaving?”
"If we can't compete on salary, how can we still win this war for talent?"
If these questions sound familiar, you're not alone. According to the National Workplace Trends Study Betsy's company conducted, 90% of companies say staffing shortages are their #1 threat. But here’s the truth: it’s not a hiring problem—it’s a workplace problem. In this powerful and eye-opening keynote, workplace culture expert Betsy Allen-Manning reveals the five core reasons people actually leave—and how to turn them into your competitive advantage.
You’ll learn her proprietary ‘5 EX Process’ for transforming your culture into one that:
• Attracts top talent (without overpaying for it)
• Increases engagement & contribution from day one
• Promotes loyalty and internal growth
• Stops turnover in its tracks
• Creates a reputation as a Destination Workplace™—where people apply, engage, contribute, promote… and stay
Backed by research and real-world results, Betsy combines data, storytelling, and leadership experience to help you stop guessing—and start creating a workplace that works.
*financial services leadership keynote speaker - Betsy Allen-Manning / culture speaker for financial institutions
LEADERSHIP: Build Trust, Respect & Alignment Across Locations
Problem: Financial institutions often promote people into leadership roles without giving them the coaching, communication, or accountability skills to succeed. The result? Disengaged teams, frustrated managers, and a leadership culture that varies wildly from branch to branch.
Solution: Betsy equips leaders across all levels, from the boardroom to branch managers, with the tools to lead with trust, consistency, and purpose. Through the IMPACT Leadership Program and data from the 2025 National Workplace Trends Study, she helps financial institutions build aligned, confident, and respected leaders who retain talent and drive results. Leadership isn’t about authority, it’s about alignment. When leaders act with integrity, give helpful feedback, and model accountability, employees stay longer and perform stronger. Perfect for leadership training for credit unions and banks.
Deliverables:
✔Leadership training for banks and credit unions – Build the 6 power skills leaders need in today’s workplace (coaching, communication, delegation, time management, attracting talent, and behavior accountability)
✔Executive & branch manager keynotes - Equip leaders with tools to build high-trust cultures and improve retention. Betsy is a top financial advisory leadership speaker.
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Emerging leader development - Train your future-ready leaders to ensure a strong succession plan.
✔ Executive retreats!
VIEW THE KEYNOTE: The Destination Workplace Leader
Book This KeynoteFor senior leaders, department heads, and bank supervisors
- Build trust, respect, and communication across departments
- Learn 6 vital skills for leading under pressure in today’s healthcare climate
- Create alignment across values, leadership behaviors, and patient-care culture
The Destination Workplace™ Leader - How to Build Teams with Loyalty, Purpose & Staying Power
We’re no longer operating in the workplace of the past. People are rethinking where, how—and even if—they want to work. Leaders are burned out, engagement is dropping, and turnover is costing companies more than ever. In this high-impact keynote, leadership and workplace culture expert Betsy Allen-Manning shares a modern blueprint for becoming the kind of leader people trust, respect, and stay loyal to.
Evolving from her powerful TEDx talk, this session gives leaders the latest, research-backed strategies to:
• Make employees feel seen, valued, and fulfilled
• Create a culture that attracts top talent—and makes them want to stay
• Develop a future-ready workforce with strong values and leadership potential
• Increase engagement, reduce burnout, and build team loyalty in a distracted world
Backed by Betsy’s experience leading elite teams at 5-star hotels and data from her National Workplace Trends Study, this keynote delivers the inspiration and actionable tools leaders need to evolve—and lead—with impact.
*financial services leadership keynote speaker - Betsy Allen-Manning / financial advisory leadership speaker / top leadership training for credit unions
WELL-BEING: Reduce Stress, Prevent Burnout, & Eliminate Negativity in the Workplace
Problem: The finance industry demands long hours, high accuracy, and nonstop deadlines. Add regulatory pressure, understaffing, and a “do more with less” culture, and it’s no wonder financial professionals are mentally and emotionally spent. But when burnout goes unchecked, it doesn’t just affect people, it affects performance.
Solution: Betsy delivers wellness and resilience programs that go beyond surface-level perks. Her Reset & Recharge™ workshop helps teams identify personal burnout triggers, strengthen stress-management habits, and rebuild energy, without sacrificing results. The experience is interactive, practical, and rooted in behavioral science. Whether you're supporting a compliance team, wealth advisors, or frontline call center employees—well-being is no longer optional. It’s a retention strategy.
Deliverables:
✔Reset & Recharge
Wellness Keynote - for financial teams, compliance departments, and company-wide staff days.
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Wellness workshop & workplace wellness strategies - Stress management tools, burnout prevention techniques, and resilience training.
✔ Wellness & Team-Building Retreats
- Custom well-being activities with interactive brain games, wellness discussions and live implementation exercises.
VIEW THE WELLNESS KEYNOTE: Reset & Recharge
Book This KeynotePerfect for frontline teams and department retreats
- Reduce burnout and increase resilience across nursing and support teams
- Build stronger collaboration and trust
- Interactive format with team-building, brainteasers, and workplace wellness strategies
Reset & Recharge- A High-energy Experience To Eliminate Stress, Negativity & Burnout
⚠️ WARNING: Your group will leave recharged, renewed, and ready to roll!
This isn’t your typical sit-and-listen keynote. In this high-energy, interactive experience, Betsy Allen-Manning brings the fun and the facts to help your people transform their mindset, recharge their motivation, and build resilience for whatever work (or life) throws their way.
Perfect for high-stress teams, burnt-out leaders, or conferences that need an energizing boost, this session delivers real strategies for:
• Reducing stress and mental fatigue
• Re-wiring negative thinking patterns
• Creating sustainable work-life balance
• Building better habits and boundaries
• Becoming more positive, productive, and resilient
Through games, brainteasers, dancing (yes—dancing!), and audience engagement, Betsy turns personal development into a full-on experience.
✔️ Laughter? Guaranteed.
✔️ Takeaways? Actionable.
✔️ Energy in the room? Through the roof.
If your people need a reset, this is the keynote that delivers it—in the most fun, refreshing way possible.
*financial services leadership keynote speaker - Betsy Allen-Manning
TEAM & BELONGING: Strengthen Communication & Build Trust Across Departments
Problem: In financial organizations, silos don’t just slow things down, they create resentment, conflict, and disconnection. Between branches, departments, and leadership levels, team dynamics often suffer from poor communication and a lack of trust.
Solution: Betsy helps financial institutions tear down silos and build up team alignment. Her workshops teach employees how to communicate clearly across styles, give and receive feedback, resolve tension, and collaborate toward shared goals. The result? Higher productivity, better morale, and teams who stop blaming, and start building.
Deliverables:
✔ Team communication workshops, DISC workshops, and keynotes - Build healthy team dynamics between departments, branches, and roles.
✔ Cross-functional team-building programs - High-trust team activities. Interactive exercises that promote transparency, active listening, and collaboration.
✔Conflict/resolution strategies - Address tension and misunderstandings before they erode trust.
✔Team-building retreats - Energize your workforce and reconnect disconnected teams through shared values and goals.
VIEW THE WORKPLACE COMMUNICATION KEYNOTE: People Savvy
Book This KeynoteIdeal for: Staff, departmental teams, leadership
People Savvy- Master Communication, Build Stronger Connections & Handle Difficult People With Confidence
Did you know that 85% of your success in life and business has nothing to do with your technical skills—and everything to do with how well you work with people?
The problem? People can be… tricky. Different personalities. Conflicting communication styles. Office tension. Misfires. Misunderstandings. Sound familiar? In this highly interactive (and hilariously accurate) keynote, human behavior expert, Betsy Allen-Manning breaks down the science of personalities so your team can stop guessing—and start connecting.
You’ll discover:
• How different personality styles prefer to communicate, decide, and be influenced
• How to avoid common communication breakdowns before they happen
• How to handle difficult people without losing your cool
• How to build better relationships at work—and at home
With audience interaction, real-time insights, and a whole lot of laughs, this session isn’t just informative—it’s an experience. You start by becoming part of the content, and walk away more self-aware, more people-smart, and way more confident interacting with challenging personalities.
*financial services leadership keynote speaker - Betsy Allen-Manning
GROWTH & PERFORMANCE: Develop High-Performers, Create Clear Career Paths & Build Future Leaders
Problem: Most financial institutions lose top talent—not because of pay, but because employees don’t see a future there. Promotions are vague, development is inconsistent, and performance feedback is reactive, not strategic.
Solution: Betsy helps you build a culture of performance clarity and career development. Using insights from the 2025 National Workplace Trends Study, she helps organizations turn quiet quitting into visible contribution by teaching leaders how to coach up, map career paths, and foster a culture of accountability, growth, and recognition.
Deliverables:
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High-Performance motivational keynote Speeches. Keynote speaker for finance conferences.
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Emerging leader programs for high-potential staff. Equip leaders to support employee development, not just performance reviews.
✔Upskilling & Performance Development Workshops - Boost retention, culture, performance, and sense of team through meaningful professional growth
VIEW THE KEYNOTE: DNA Of High-Achieving Teams
Book This KeynoteIdeal for: All Staff, Teams, Motivational Events
DNA of High Achievers- Decode the Success Patterns Behind the Drive, Discipline & Habits of Top Performers
Most people chase success...top performers engineer it.
Does this sound like you? You want this to be your year to rise up–to finally get promoted, stand out, manage your time like a pro, and hit those bold goals. But you're missing the strategies, structure, or motivation to follow through. You're not alone. In this empowering keynote, human behavior expert, Betsy Allen-Manning breaks down the DNA of High Achievers™—those rare individuals who don't just wing it, but instead...follow predictable, repeatable, learnable patterns.
Based on her interviews with elite performers and her expertise in human behavior, Betsy reveals a 6-step success formula to help you:
Master the mindset that drives unstoppable achievers:
• Develop the daily disciplines that fuel consistent performance
• Crush procrastination and own your time
• Show up every day with clarity, confidence, and an ALL IN mentality
This keynote isn’t just about motivation—it’s about activation. Betsy provides the mindset, performance tools, and proven game plan to take your career (and life) to the next level.
*financial services leadership keynote speaker - Betsy Allen-Manning
What Finance Leaders Are Saying
“Bringing Betsy in to speak at our conference was the best money my company has spent in a long time. All of our leaders are ready to implement what she shared, and we all loved her energy & audience interaction."
Brian - Baymark Health Services
“Betsy spoke at our National Pharmacy Preceptor’s Conf; and she was amazing from start to finish. She engaged our audience, she knew exactly what our audience was all about. We had a lot of great reviews on the way out.”
Bob - American Society of Health System Pharmacists
“Betsy conducted a DISC training for my team, and we learned how to truly communicate better with them. In the dental field, where there’s a lot of anxiety, communicating is key to our success. ”
Dr. Foutz - Foutz Family Dentistry
ABOUT BETSY
Founder & CEO of Award-Winning Leadership & Workforce Development Firm, Destination Workplace™.
Featured on Fox, ABC, NBC, CBS & TEDx, Betsy Allen-Manning is a financial services keynote speaker, workplace strategist, and founder of Destination Workplace™. With a background in behavior science and over 15,000 leaders trained, Betsy delivers retention-driving strategies that directly impact bottom-line performance and culture alignment. She helps hospitals, clinics, and health systems reduce burnout, improve retention, and develop confident, trustworthy leaders. With over 15,000 leaders and teams trained, (including clients like First Heritage Credit, Fidelity Investments, LegacyTexas Bank, Plan Advisor), Betsy equips financial organizations with leadership tools that stick. Her Destination Workplace™ Framework was built from data gathered in her National Workplace Trends Study, and it's designed to solve your specific retention, culture, and leadership problems.
She brings practical tools, research-based frameworks, and high-energy delivery that leaves financial audiences both inspired and equipped for change:
- Leadership strategies and workplace trends.
- Practical solutions for improving employee engagement and retention.
- Strategies for a more successful and purpose-driven life.
- Proven techniques for more effective communication.
- Tips to improve both personal and professional well-being.
For events seeking a culture speaker for financial institutions, workplace culture consultant for banks, or a financial advisory leadership speaker, who delivers inspiring, actionable content while leaving a lasting impact, Betsy Allen-Manning is an ideal partner for any conference, training, or consulting opportunity.
BETSY IS ONE OF THE MOST RE-BOOKED FINANCIAL SERVICES SPEAKERS IN DALLAS!
Watch Her High Energy & Interactive Keynotes To See Why!
"When we got the evals from our audience members we immediately booked Betsy to come back the next year!"
-Jackie H.
Stop putting Band-Aids on a broken culture. Let’s diagnose and then fix the root cause.
You can’t deliver world-class service with a workforce that’s drowning in dysfunction.
According to the National Workplace Trends Study:
• 49% of Gen Z finance workers report high burnout.
• 42% of employees are already job hunting.
• 57% say distrust in leadership is why they quit.
When the people delivering care are drowning in burnout, disengaged from their purpose, or walking out the door… your culture needs to be revived. Using the Destination Workplace™ Framework, Betsy Allen-Manning helps finance leaders improve retention, restore morale, and create purpose-driven workplaces where people apply, engage, contribute, promote—and stay.
Click on the PDF to Download the Study!
If you're serious about reducing burnout, improving leadership, and creating a culture where top talent wants to stay, this is your call to take action and create change!
Betsy Allen-Manning has helped finance leaders and workers create cultures that energize teams, engage employees, and improve the employee experience. Now it’s your turn.
Let’s fix what’s broken. Let’s train your leaders. Let’s build your Destination Workplace™ together!
✅ Keynotes • ✅ Training • ✅ Retreats • ✅ Certification
