Speaker
Brent Dixon

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Bio
Brent Dixon helps organizations act now and plan for uncertain futures. He works with leaders across North America to align teams, identify strategic paths that drive growth, and turn that strategy into shipped initiatives.
He founded Dixon Strategic Labs; co-founded Trabian Technology, a fintech studio serving banks and credit unions; and founded The Cooperative Trust at while at the Filene Research Institute. He built the UN Secretariat’s first innovation unit and deployed to Greece during the 2016 refugee crisis. He also served as a Future of Finance Teaching Fellow at Singularity University. Brent lives in Oakland, California with his son and a bossy cat named Bug.
Speaking Topics
Innovation Through Experimentation: How Organizations Can Thrive in Uncertainty, Accelerate Growth, and De-Risk Big Ideas
Innovation is critical to the long-term survival of organizations. Especially today, as institutions face rapid consolidation, economic uncertainty, and accelerating technological change. Brent Dixon shares how organizations can confidently innovate -- using small, strategic experiments to minimize risk, reduce costs, and deliver measurable results. You'll discover why experimentation matters now, explore real-life examples, and learn practical tools to improve how you innovate by asking better questions, quickly testing new ideas, and tracking measurable results. You’ll see how to build a team culture of innovation by encouraging continuous learning, thoughtful risk-taking, and agile decision-making. Leave ready to innovate effectively, efficiently, and with a clear purpose.
Learning objectives:
- Define the experimentation cycle and explain its role in reducing risk and costs.
- Apply insights from real-world case studies to rapidly evaluate new ideas.
- Build a team culture of innovation by encouraging continuous learning, thoughtful risk-taking, and agile decision-making.
AI Agents: Preparing Financial Services for the Next Wave of Innovation
AI agents - autonomous software entities capable of complex decision-making and action - are an emerging technology with significant potential to reshape the financial services industry. As leaders, understanding and preparing for this technology is crucial for future-focused strategic planning.
This dynamic session will equip industry leaders with:
- A clear explanation of AI agents and their potential applications in financial services contexts
- Insights into the opportunities and challenges AI agents may present
- A strategic framework for evaluating and implementing AI agents in your organization
Participants will learn to align perspectives, craft working principles, and navigate key trade-offs in AI agent adoption and leave with a foundational understanding of AI agents and practical tools to inform your strategic decision-making.
Actionable Strategies for Generative AI at Credit Unions
Curious about what generative AI really means for your credit union? Join us for a practical session where we'll break down AI into understandable concepts and show you how it can work for your organization.
We'll cover:
- What is Generative AI? - Learn the fundamentals in plain language. We'll demystify concepts like foundation models, agents, and explain how these tools actually work—without the technical jargon.
- How to Put AI to Work - Discover practical applications specifically for credit unions. See real examples of how AI is helping credit unions enhance member experiences, streamline operations, strengthen risk management, and develop better marketing strategies.
- Three Tips to Get Started - Walk away with a clear action plan including how to establish a governance framework, create a safe environment for experimentation, and ensure your AI solutions remain accurate and ethical.
Through real-world examples from credit unions and financial institutions, you'll see how AI works best when it amplifies your team's capabilities rather than replacing them. You'll leave with practical knowledge and confidence to take your first steps into this new technological landscape.
None of Us is as Smart as All of Us: Using Collective Intelligence to Build Teams of Problem Solvers
Solving complex problems requires new approaches to problem-solving. By bringing together diverse groups of people, data, and technology, we can create a greater collective intelligence than the individual parts in isolation. And by doing this, we can achieve things far beyond what any particular employee could achieve alone. This interactive presentation uses rich storytelling to cover:
- How to gather and use new sources of data
- How to improve your shared understanding of complex problems
- How to create and find solutions to current problems
- How to make more informed and inclusive decisions
- How to facilitate space for employees to think collectively
Frictionless Leadership
Friction. It's the force that resists the motion of one object against another. And in the world of work, it's the enemy of productivity.
How much time do you spend every day fighting friction? Dealing with unnecessary bureaucracy. Wading through mountains of irrelevant information. Pushing back against outdated processes.
It's time to put an end to the madness. It's time to get rid of the friction in your organization.
Brent Dixon is on a mission to do just that. In this talk he takes us through the causes of friction, and how we can heroically save our organizations from its wrath.
In this playful and interactive session, Brent uses Filene research to show us how bad organizational friction is the effect of well-intentioned systems and processes that overload employees, waste their time, and devalue their work. He then provides concrete examples of how we can overcome friction and make our organizations more productive, efficient, and human-centered.
If you're ready to tackle the enemy of productivity head-on, then this session is for you.
Designing a 21st Century Strategy: Adapting to Thrive
How can your organization stay ahead in a rapidly changing world? This session explores the essential shift from rigidity to agility in strategic thinking, crucial for navigating the complexities of the 21st century. Discover how modern leaders leverage ambiguity, collective intelligence, and strategic agility to thrive amidst disruption. Learn to embrace systems thinking, inclusive decision-making, and continuous learning to transform your strategic approach. Uncover practical strategies to foster innovation, resilience, and sustained competitive advantage in today's fast-paced business environment. Join us to redefine your strategic mindset and lead your organization into the future.
Speaking Topics
- Innovation Through Experimentation
- AI Agents: Preparing Financial Services for the Next Wave of Innovation
- Actionable Strategies for Generative AI at Financial Institutions
- None of Us is as Smart as All of Us: Using Collective Intelligence to Build Teams of Problem Solvers
- Frictionless Leadership
- Designing a 21st Century Strategy: Adapting to Thrive