2020 Speaker Line Up | LEAD FWD Summit


Clint Pulver, Day 1

Clint Pulver

President & Founder, The Center for Retention

Known as the Leading Authority on Retention, Pulver helps organizations retain, engage, and inspire their team members from the front desk to the board rooms and everyone in between.

He expertly helps audiences navigate generational complexities, communication challenges, leadership missteps, and culture cues. transformed how corporations like Keller Williams, AT&T, and Hewlett Packard create lasting loyalty through his work and research as “The Undercover Millennial”.

For over a decade, he has been a self-motivated entrepreneur who is well versed in business start-up, leadership, sales management, management training, and helping teams grow multi-million-dollar accounts. He uses that experience to create teachable relationship and business strategies based on trust, service, support, connection, and consistent follow-through.


Opening Keynote: Purposeful Leadership in Times of Change

Heather Younger, Day 1

Heather Younger

Founder & CEO, CustomerFanatix

Younger is the best-selling author of, “The 7 Intuitive Laws of Employee Loyalty” and the founder and CEO of Customer Fanatix. Her organization’s mission is to inspire and train leaders to put their employees first.

She fulfills her organization’s mission through her inspiring keynote speeches, leadership development training, coaching and facilitation, employee focus group moderation, and consulting with organizations all over the world on strategies to improve employee engagement. Younger is an active member of the organizational development community.

She is a member of the Society for Human Resources Management, is certified in Emotional and Social Intelligence, is a DISC certified trainer and coach, and she has a law degree from the University of Colorado at Boulder School of Law.


Closing Keynote: Seize the Opportunity: Reimagining a Better, More Inclusive Workplace in the Post COVID-19 World

Phil M Jones, Day 2

Phil M. Jones

Best-selling Author, Motivational Speaker, & Consultant

Jones entered the world of business at the tender age of 14. With nothing more than a bucket and sponge, he went from single-handedly washing cars on weekends to hiring a fleet of friends working on his behalf, resulting in him earning more than his teachers by the time he was 15. 

Soon after, at just 18, he was offered the role of Sales Manager at UK fashion retailer Debenhams – making him the youngest Sales Manager in the company’s history. After several years of being one of the most in-demand young sales leaders in the UK, Jones decided it was time to dedicate his future to helping others to succeed. 

With this as his core mission, he has gone on to deliver over 2,500 presentations in 57 countries across five continents, training more than two million people (both sales and non-sales professionals, leaders, and experts) to learn how to have more influence, confidence and control when steering their conversations. His unique philosophy of using specific word choices to teach his audiences “Exactly What To Say” in order to influence, persuade and drive outcomes, has made him one of the most practical and in-demand business speakers on the planet.


All-Day Keynote: Exactly What to Say Now

Doc Bodine, Day 2

Cliston V. “Doc” Bodine, III

Managing Director, Gerrish Smith Tuck, PC, Attorneys & Gerrish Smith Tuck, Consultants, LLC

Doc Bodine’s legal and consulting practice places special emphasis on compliance matters, bank regulatory matters, strategic planning, examination issues and appeals, enforcement actions (formal and informal), civil money penalties (“CMPs”), expense practices, incentive compensation issues, regulatory applications, removal and prohibition matters, bank insurance issues, corporate reorganizations, holding company formation and use, mergers and acquisitions, branch sale or purchase, corporate governing documents and practices, golden parachute payment and indemnification issues, and general banking and corporate law. He is a member of the American Bar Association, the Tennessee Bar Association and the Memphis Bar Association.


Making Peace with a Pandemic

Greyson Tuck, Day 2

Greyson E. Tuck

Board Member, Gerrish McCreary Smith, PC, Attorneys & Gerrish McCreary Smith, Consultants, LLC

Greyson Tuck is a member of the Board of Directors of both the Memphis based law firm of Gerrish McCreary Smith, PC, Attorneys and Gerrish McCreary Smith, Consultants, LLC. Tuck’s legal and consulting practice places special emphasis on community bank holding company formation and use, community bank mergers and acquisitions, regulatory matters, corporate reorganizations, corporate taxation, general corporate law and community bank strategic planning. 

Tuck comes from a community banking family and is a graduate of the Paul W. Barret, Jr. School of Banking. He presently serves as a faculty member at a number of banking schools across the country and is a frequent presenter at national and state bank association conferences.


Making Peace with a Pandemic

Charles Potts, Day 2

Charles Potts

Senior Vice President & Chief Innovation Officer, ICBA

Charles Potts is senior vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA). Potts is responsible for driving ICBA’s innovation, change management and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs.

His extensive financial services experience spans more than 25 years and includes executive positions at several fintechs and international financial service providers.


Leading Innovation from the Outside

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