Speaker Biography

Mary Beth Sullivan

Mary Beth Sullivan

Managing Partner

Capital Performance Group, LLC

Mary Beth Sullivan is a founder and the Managing Partner of Capital Performance Group, LLC, a consulting firm that specializes in Strategy, Marketing, Distribution Planning, and Risk Management for financial services companies and organizations with a stake in the financial services industry. Mary Beth and the CPG team focus on designing and implementing strategies for growth and improved profitability for regional and community banks, credit unions, community development financial institutions, payments companies, fintech companies, industry associations, and vendors to the financial services industry.

Mary Beth leads CPG’s Strategy Practice and often works closely with Executive
Management and Boards of Directors on strategy engagements, helping them to
address emerging trends, build new revenue streams, and create efficient operating
models to achieve targeted business and financial results. CPG also specializes in
marketing consulting, customer and market analytics, product design, value proposition
improvement, digital sales and marketing consulting, distribution planning, risk
management, and executive and team coaching.

CPG partners each year with American Banker to assess bank industry performance, rank the Top Performing Banks in the U.S., and provide commentary on the factors driving high performance in the banking industry. Mary Beth is a frequent speaker at national conferences on topics such as strategy, competition, and best practices in U.S. financial services companies.

Before forming CPG in 2001, Mary Beth worked as a Senior Managing Director at Furash & Company, a management consulting firm in Washington, DC, and held a variety of management positions at JPMorgan Chase in New York. Mary Beth has a B.S. degree in Finance from Virginia Tech and an MBA from the Fuqua School of Business at Duke University.

She can be reached at msullivan@capitalperform.com or 202-337-7872. Connect with
Mary Beth on LinkedIn at www.linkedin.com/in/marybethsullivan. And learn more about
CPG at www.capitalperform.com.