Audience focused on small and mid-size financial institutions - $500M to 1.5Billion in managed assets..

Key Points to Cover:

1. Introduction to Fractional Leadership:
   • Define what Fractional CIO/CISO roles are.
   • How they differ from traditional full-time positions or consulting.
2. Value Proposition:
   • Discuss how Fractional Technology Services provide cost-effective, strategic leadership.
   • Highlight real-world scenarios where these roles have transformed small- to mid-sized organizations.
3. Application for Financial Institutions:
   • How banks and credit unions managing $500M to $2B in assets can benefit from Fractional leadership.
   • Address challenges like IT talent shortages, legacy system modernization, regulatory compliance, and digital transformation.
4. Case Study Insight:
   • Briefly share an example of your experience assisting institutions with transitions, such as your work on digital banking migrations or IT restructuring.
5. Call to Action:
   • Encourage listeners to think about their organizational challenges. o Invite them to explore Fractional services or contact Purlin Horizons for a consultation.