BankTalk Podcast: Recent Episodes
Charlie Kelly
BankTalk Podcast features chats with bank and credit union executives and industry thought leaders on relevant banking industry topics. Learn something new in each episode to help you improve the performance of your financial institution. www.banktalkpodcast.com
Solar lending may sound complex, but at its core it's all about understanding cash flow, risk, and project execution. In this episode, Jillian Wagner of North Easton Savings Bank breaks down how commercial solar projects are financed, what makes a deal bankable, and where lenders need to be cautious. From tax incentives and energy offtake agreements to construction challenges and policy changes, this conversation offers a candid look at the opportunities and realities of financing renewable energy projects.
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Artificial Intelligence is everywhere—but what does it actually mean for community financial institutions? In this episode, Keith Fulton, Chief Data Officer at Jack Henry, joins BankTalk to explore how core providers are leveraging AI to help community financial institutions improve operations, enhance customer experiences, and make smarter decisions. Keith breaks down the differences between machine learning, generative AI, and AI agents in a way that every community bank CEO and executive can understand. Tune in for practical use cases, real-world applications, and a look at what's coming next as AI becomes a bigger part of the banking landscape.
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Dan Hartman, Of Counsel at Nutter, joins us to discuss the implications of Kevin Warsh's appointment as Federal Reserve Chair on May 22, succeeding Jerome Powell. We explore what Powell's next move could be, why his continued presence in the financial landscape matters, and how Warsh may reshape the Fed's approach to forward guidance, inflation modeling, and monetary policy. As leadership transitions at the Federal Reserve, important questions emerge about the future direction of U.S. economic policy and the broader financial framework.
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Asset-based lending is booming—but one key challenge remains: can you actually trust the value of your collateral? In this episode, Charlie sits down with Thomas Galbraith, CEO of Barkr, to explore why asset valuations have historically been inconsistent, how private credit stepped in as banks pulled back, and how new, data-driven approaches are helping lenders better understand and manage risk in this growing space.
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Cannabis banking is complex, highly regulated, and full of opportunity. In this episode, Kristin Stowe of Credit Union 1 shares what it really takes to serve this underserved industry—from compliance and operational challenges to pricing and long-term strategy.
We cover key differences from traditional banking, why starting with deposits matters, and what’s ahead as the industry evolves. Whether you're exploring cannabis banking or refining your approach, this episode offers practical, real-world insight.
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Joe Bergquist of The Banker Next Door joins us to unpack the FDIC’s recent report on bank lending to non‑depository financial institutions (NDFIs). Joe walks through the supercharged growth within the NDFI space, highlighting what’s driving expansion and where banks are placing their bets.
We break down the types of borrowers, examine concentration trends across banks, and discuss what these findings mean for balance sheets, risk management, and future regulatory focus. Whether you’re tracking indirect exposure or actively lending into the space, this conversation provides timely context and practical insight into one of banking’s fastest‑growing segments.
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Lori Wilson of Remedy Consulting joins BankTalk to break down key trends reshaping the software ecosystem for community financial institutions.
In this episode, we explore the growing influence of private equity ownership across banking software providers and consulting firms—and what that means for long-term partnerships, pricing, and product direction. We also take a closer look at open banking initiatives and the digital migration strategies underway at the largest core providers, unpacking how these shifts could impact your next software contract.
Whether you’re planning a core renewal, evaluating fintech partnerships, or simply trying to stay ahead of industry change, this conversation offers practical insights to help community banks make smarter technology decisions.
To connect with Lori Wilson or continue the conversation, you can reach her at lwilson@remedyconsult.net
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In a market defined by uncertainty, standing still on the balance sheet may be the biggest risk of all. Zach Zoia of Darling Consulting Group—and co‑host of the On the Balance Sheet podcast—joins us to unpack how financial institutions should be thinking about rate risk, balance sheet strategy, and margin pressures amid persistent yield curve volatility. We dive into how recent global events, including heightened geopolitical tensions, private credit stress, and shifting risk appetite, are influencing bank decision‑making today—and why loan and deposit pricing discipline will matter more than ever as we move into 2026. Whether you’re re‑evaluating your tolerance for risk or wondering where margin tailwinds (and headwinds) may emerge, this conversation offers practical insights for ALCO and executive teams navigating what’s next.
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In 2021, PeoplesBank transitioned its core banking system to Nymbus, after the transition of its digital bank Zynlo, the previous year. Aleda DeMaria EVP, COO of Peoples Bank spearheaded the integration of a new modern core, and she joins us to reflect on a strategic partnership with Nymbus. Is your bank interested? Hear from Aleda on the strategies to prepare for this unique conversion and ways to achieve a successful transition.
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So, you’re thinking about entering the M&A arena as a buyer? Join Kenny Haglund and Beau Hurtig from Ballard Spahr, LLP, as they walk through a practical checklist of considerations every prospective community bank buyer should evaluate to ensure a smooth acquisition process.
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Stablecoin — is it a threat or an opportunity for community bankers?
Since the passing of the GENIUS Act, the debate over how stablecoin issuers should be regulated has continued to grow. Join Robert Zondag, Partner at Wipfli Advisory, as we discuss stablecoins, the evolving regulatory landscape, and the potential threats and opportunities they present for community bankers.
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We are in a data cold war that is beginning to warm up. Today, community banks only hold 20%-25% of their customers’ total financial data, due to the financial fragmentation of average Americans. With this massive data deficit on customers, bankers are realizing the need to switch from defense to offense when it comes to gathering information that can be put to work for the bank. Open banking is the best way to plug those data deficits by securing customers’ permission to aggregate their disparate financial data back to the bank from the 10-15 other financial service providers they typically use. Join the discussion with Jack Henry’s Sr. Director of Corporate Strategy, Lee Wetherington, on the importance of data regardless of the regulatory chaos at the federal level.
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Join the discussion with Beth McCoy, CEO of CORA Loyalty, on CORA Group’s recent survey of over 2,000 adults that found the top factor influencing which credit card Americans choose is Loyalty and rewards programs (50%). Rewards won out ahead of convenience (38%), credit limit (36%), fees (32%), interest rate (32%), and security / fraud protection (31%). We dive deep into comprehensive loyalty programs, and share actionable insights into how FI’s can turn this consumer interest into revenue-driving banking relationships.
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Join us for a discussion with Adam Gregg, CEO of the Iowa Bankers Association as we explore the positive impacts brought about by the Trump Administration and how those policies are impacting bankers. Adam also unpacks the areas he believes will most influence bank leaders as they look ahead to 2026.
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We sat down with Martyn Wallen, Executive Director & Co-Founder, and Gino Brenzini, Executive Director & COO of Quantum Six. Their team helps banks, credit unions, and fintech’s modernize core systems and maximize technology investments through ecosystem strategies—driving agility and long-term value in a landscape shaped by cloud, AI, and composable architectures.
We explore key banking trends in the UK versus the US, uncover lessons learned by European banks, and share actionable insights for U.S. financial institutions navigating digital transformation.
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John Blizzard, CEO and President of Seattle Bank and founder of CD Valet discusses what banks should consider ahead of potential rate cuts, why CDs bad rap as 'hot money' is undeserved, and how digital marketing and pricing strategies can level the playing field.
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Scott Hildenbrand, Managing Director at Piper Sandler joins us as we review discussions bank boards should be having as they enter budget and strategic planning season. We discuss raising capital and taking balance sheet losses as strategic moves to improve future earnings.
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John Doherty, Principal at Wolf and Company discusses the implications of the Big, Beautiful Bill that was signed on July 4th for bankers and their commercial and retail customers. We spend some time in this episode discussing President Trump’s Executive Order to open defined contribution retirement plans to alternative investments like crypto currency and private equity investments.
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In today’s episode we talk with the new CEO of Northfield Savings Bank in Vermont, Joe Bator. We discussed various sales strategies, including what works well for his institution and any crossover insights from other industries. Joe’s background is a unique blend of experience at both large institutions and startup banks, each with successful growth roadmaps. It was insightful to hear how he’s applying some of those proven methods to the community banking space today. Sales is often a copycat game—when something works, it’s worth considering how to adapt and apply those successful tactics.
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Join our discussion with Keith Riddle, General Manager of Payfinia, about Digital Wallets and the important costs and considerations. Are digital wallets a threat to interchange revenue? What are the pros and cons of an FI-supplied digital wallet vs. pushing customers to Apple Pay? What are the revenue opportunities in this space for community FIs to meet customer expectations and build revenue? We dive into all this and more.
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We sat down with Matt Potere, CEO of Happy Money, to discuss the staggering $17.5 trillion of consumer debt in the US, and Happy Money’s recent Credit Check-In study which analyzed consumer financial stress. The high percentage of consumer credit card debt creates an opportunity for FIs to alleviate consumer stress through personal loans. We deep dive into how this asset base builds long-term customers for FIs.
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Peter Stenehjem joins BankTalk to share First International Bank and Trust’s history and explain his experience as the 4th generation leader of the bank. Peter touches upon the family discussions for his path to CEO, FIBT’s concentration in the mineral industry and how they’ve built their Kotapay technology with Kavinu platform to be a high performing bank.
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Join us as we sit down with Tom Knapp of Freshriver.AI and discuss how to make AI usable for community banks and credit unions. Tom explains the technical side of AI briefly, then explains for the non-technical user some use cases for where and how AI might be beneficial.
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Brennan Summers joins BankTalk to share how Stukent is improving financial literacy within the US. Through partnerships with local FI’s, the simulations create exposure to real life scenarios and career paths, within schools and their communities.
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We sat down with Patrick Sentner, EVP at Colliers and past President of the Society of industrial and Office Realtors, to discuss the state of office property and office vacancies. We also spend some time discussing how real estate financing aligns with tenant leasing terms.
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We sat down with Elizabeth Eurgubian, former NCUA Board Member, to explore the current state of the National Credit Union Administration and what it means for the financial services industry. The NCUA is structured to operate with a bipartisan, three-member board--with members appointed by the President and confirmed by the Senate. Since the election, the NCUA Board has been functioning with fewer than three members, raising important questions about oversight, governance, and decision-making. This episode will examine the practical and policy implications for the financial services industry when the NCUA Board is not fully staffed, and whether this could lead to an environment of more centralized regulators. We will also discuss the difference in regulatory conduct between Credit Unions and Banks and the recent hot topic of tax-exempt status for CUs.
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Join Jon Waldman, President and Co-Founder of SBS Cybersecurity (website), as we discuss how fraudsters are evolving with ever-more creative ways of scamming businesses and account holders. We touch on some interesting statistics on which age groups are being targeted, and the losses from successful scams.
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Join us as we discuss how Michael Crowl, CEO of University Federal Credit Union, envisions growing virtually and via brick-and-mortar branches. Through use of client data, UFCU makes better investment decisions on where and when to expand to new markets.
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Join us in this episode as we discover the advantages of a shared services model, what happens in an affiliation between mutual banks, and how specific items such as technology contracts are negotiated. Jason Hicks, New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while also discussing a national grass roots campaign called Mutual Matters.
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Join Kevin Pernick, President and CEO of Bank Plus, as we discuss an informational survey done on bank leadership. Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results.
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Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is now expanding the platform to other consumer and business account channels. Join us as we discuss this successful partnership with John Symcox, CIO of FFB, and Philip Paul, CEO of Cotribute.
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Join Jason Mork, Director at Piper Sandler, as we delve into the world of the Graduate School of Banking (GSB). With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has seen it all from both sides of the classroom.
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Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program.
If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please send an email to Mark Axmacher, Acumen Financial Advantage Business Development Manager at maxmacher@acumenfa.com.
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Debbie Whiteside of the ABA and Trey Maust, Chairman of ABA’s Core Platforms, join us to discuss the ABA Core Committee's position and their 2024 Core Platforms Survey Results. With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out while looking ahead at what’s next.
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Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations.
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Join Ahon Sarkar, General Manager of Helix by Q2, as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-only banking.
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Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery.
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Next Generation core banking systems are going to change the way that community bankers think about open banking. Are the promises made by “next generation” core systems, which intend to replace the legacy core offerings by the Big Three providers (Fiserv, FIS and Jack Henry), coming to fruition? Is it time for Community Banks to migrate to a Next Gen core system?
Join Charlie Kelly, Partner at Remedy Consulting, as we discuss Next Gen cores.
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Join Alex McLeod, Founder and CEO of Parlay Finance, to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending.
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Join Kip Weissman from Luse Gorman as we discuss what happened in community bank acquisitions in 2024, and the outlook for M&A activity in 2025. We discuss major headwinds and tailwinds that may affect bank buyers and sellers in the near future.
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Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios.
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Join Jesse Schwamb, VP of Financial Planning and Analysis, at Members 1st Federal Credit Union as we discuss the growth from $1B to almost $8B in a short time and some of the successes and challenges that came with it. Jesse talks about their approach using data, dedicated service levels, and a hands-on approach with their personnel within their community.
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Join Chris Davis, SVP at River Bank as we discuss BaaS and the implications of the Synapse, a program manager middleman in the Banking as a Service space. If you have considered hosting fintech relationships at your financial institution this is a very informative episode.
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Join Rene Perez, National Director of Sales-Financial Crimes for Jack Henry, as we discuss innovative new areas where fraudsters are using AI to commit fraud, and then a discussion on areas where AI is being used to fight back.
Whitepaper:
https://fedpaymentsimprovement.org/strategic-initiatives/payments-security/scams/
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With $84.4 trillion in assets expected to pass from baby boomers to younger generations over the next two decades, community FIs face a unique opportunity and a challenge in supporting new business owners. Join Anne Schutt, VP of Business Development at Midwestern Securities, as we discuss the importance of building long-lasting, “sticky” relationships with customers through Wealth Management services. With the ‘Great Wealth Transfer’ looming, Wealth Management provides banks with an important alternate avenue to build non-interest income.
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Join us for Jack Dwyer, CEO, of CFG Bank, the largest bank headquartered in Baltimore, Maryland as he talks about their “Maryland Tough Baltimore Strong” Money Market Account. A creative approach to bring together businesses and individuals from Baltimore and nationwide to support those impacted by the Key Bridge tragedy.
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Join Lynne Marlor, Co-Founder, of Women in Digital Assets, US Head of Partnerships/Memberships, to discuss the Global Blockchain Business Council and Central Bank Digital Currencies. She differentiates a stablecoin from a CBDC and the risks associated with each one. Lynne then talks about other countries that have adopted the CBDC and the pros and cons. Lastly, we check in on the US mindset and when she thinks we might adopt a version of a CBDC and why.
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Join Rafael DeLeon, SVP of Industry Engagement at Ncontracts, as we discuss the US Supreme Court decision that ruled the Chevron case regarding government agency overreach. While overruling Chevron may seem like it is all positive for financial institutions, there may be other sides of the argument to consider for bankers.
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Join Megan Pannier, Fiserv’s VP of Adoption Marketing and Analytics, as we discuss Fiserv’s recent digital engagement study with Northwest Bank. We dig into the value of retail and business customers in the digital space and how they drive bank growth.
How banks measure value of digital products | Fiserv
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Join Jeff Grobaski, CEO of Epic River, as we discuss the opportunity to grow your commercial and consumer relationships through patient lending and relationships with healthcare providers.
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Join Adam Keifer, VP of Sales for Fiserv, as we discuss the opportunity that Merchant Services may provide for financial institutions for non-interest income with the right commercial customer base. We discuss the industry and what it might mean for your relationships with your commercial customers.
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Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Rich Carty hosts, interviewing Charlie Kelly, Partner at Remedy Consulting as we walk through the last several years of the BankTalk Podcast. We discussed the most downloaded episodes and things we learned along the way about how to provide the best episodes for our listeners.
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Join Ken Laroe, CEO and Co-Founder of Climate First Bank, as he discusses how a social strategy and focus on the environment helped Climate First grow from a Denovo to a bank with $600M in assets in just a few years.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join BJ Berrettini, Executive Director of AJ Consultants, as we discuss everything from Non-compete and Non-solicit agreements to work-from-home and everything in between. Learn what Executive Recruiters know about your business that you do not!
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Denny Howell, Co-Founder and COO of Mahalo Banking, as we discuss the value of application customization for the neurodiverse population, which makes up an average of 20% of a credit union’s customer base. Learn the innovative techniques that are being used to recruit this group of people.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Scott Anchin, VP of Operational Risk and Payments Policy at the ICBA, as we discuss the taskforce the ICBA has put together on check fraud. Each of the sub-groups the committee has assembled are dedicated to addressing significant topics in the fight against this type of fraud.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Phil Buffington, Jr, of the law firm Balch and Bingham, as we discuss some proactive techniques that forward-looking banks employ with their shareholders to ensure that the Board of Directors doesn’t run into unexpected shareholder surprises.
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Join Peter Wilder, Manager of the bank practice at the law firm of Godfrey and Kahn, as we discuss some of the complexities and opportunities of family-owned banks. From tax consequences and estate planning to other scenarios, this podcast will show why being proactive as a family owner makes sense.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Peter Tapling, Managing Director of PTap Advisory, as we discuss the pending rulemaking on Section 1033 of the Dodd-Frank legislation. The rulemaking, at a high level, has some implications of truly Open Banking, which has been a challenge for most core providers and their customers.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Alex Shvarts, CEO of FundKite, as we discuss one possible source of funding for businesses rejected for traditional bank financing. When FICO Scores are not enough to obtain a traditional loan, revenue-based-funding offers alternatives to businesses.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Sean Carter, President and CEO of NEACH, as we discuss the ACH and Payments ecosystem. We discuss fraud prevention, cyber insurance, and the Fed Fraud Classifier in this episode as well.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join Zach Zoia and Vin Clevenger, Managing Directors at the Darling Consulting Group and hosts of the "On the Balance Sheet®" podcast, as we discuss the inverted yield curve and its reverberations through liquidity, investments, and lending.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Mac Thompson, CEO and Founder of White Clay, as we discuss the value of Commercial and Consumer account relationships. We spend time discussing how to optimize products like Relationship Pricing and Commercial Account Analysis.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Derek Szot, Managing Director at Piper Sandler, as we discuss subordinated debt for credit unions. Learn why subordinated debt has been a much hotter topic for credit unions than it has for banks over the past 18 months.
Contact Derek at derek.szot@psc.com.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with John Karacalidis, SVP of Operations, IT, and Digital Banking at Village Bank, as we discuss digital usage and some critical things that community banks need to do to compete digitally with large banks. We also discuss how to get continual feedback from your customers on your digital offerings.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Brendan Clegg, Partner at Luse Gorman about the types of issues that could lead to an enforcement action from the federal banking agencies. We cover the different types of enforcement actions, the ways that an enforcement action can develop, whether directors and officers can be subject to personal actions, common issues that trip up banks and their leadership, and other topics relevant to the bank enforcement process. Contact Brendan at bclegg@luselaw.com.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Becca Kruse and Lance Noggle from the ICBA about some of the pending updates to the Durbin Amendment to the Dodd-Frank Act. Learn about Interchange revenue and expenses and whether the latest updates will have a net impact on your monthly earnings.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Rene Perez, National Director of Financial Crimes Sales at Jack Henry and Associates, about the latest in mail fraud, and some things your customers can do to prevent it. We also cover new techniques the criminals are using in other areas, like digital login techniques.
Presented by Remedy Consulting
Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.
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Join us as we speak with Paul Ouweneel, Partner, and head of bank valuations at Wipfli, LLP, about Bank Merger and Acquisition activity in 2023 and the outlook for 2024. We also discuss the effects of unrealized portfolio losses on merger activity. wcfadvisors.com
Disclaimer: The content of this podcast is for general information purposes only and should not be construed as tax, legal, regulatory, or investment advice. The opinions expressed in this podcast are those of the presenters as of the date of production and may change at any time. The views and opinions expressed herein are for informational purposes only as of the date of production and may change at any time and may not come to pass. The participants in this podcast do not guarantee any specific outcome, profit, or the accuracy or completeness of any information contained herein. There is no guarantee that any forward-looking predictions will occur as stated. Different time periods and market conditions may result in significantly different outcomes. Although the referenced data contained herein is from third-party sources believed to be reliable, there is no representation, guarantee or warranty as to the accuracy, completeness or suitability for any purpose, or liability for, decisions made based on this material. The information herein is subject to change without notice.
Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not a guarantee of future results.
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Join us as we speak with Scott Hildenbrand, Head of Piper Sandler Financial Strategies, about how community financial institutions are morphing to improve liquidity. We then discuss how the higher price of purchasing deposits will likely affect loan volume in the foreseeable future.
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Core providers have been touting their advances in integrating to third parties through their “open” core platforms. We ask Charles Potts, Chief Innovation Officer at the ICBA to provide some insights into the “openness” of the major core vendors.
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Todd Koehn from Bankers' Bank joins BankTalk to look at which payments are moving through the Instant Payment networks today (FedNow and RTP). In reviewing these transactions, we analyze what this might mean to your clients. Email tkoehn@bankersbankusa.com
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The sex trafficking victims of Jeffrey Epstein recently reached a large settlement with Epstein’s former bankers, JP Morgan and Deutsche Bank, roughly $365M. Join Ariel Gutierrez, Program Director for the Financial Crimes Risk Management product at Fiserv, as we discuss the potential liability implications for community financial institutions.
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With the release of Faster Payments, we decided to have a discussion with Tede Forman, President of Payment Solutions at Jack Henry on the Payment Rails, what they are, and how they differ. Then we spend a few minutes discussing the opportunity and threat to community financial institutions related to Faster Payments.
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CEOs at community financial institutions continue to ask for ideas to improve liquidity and income in these changing market conditions, and Receivables Financing checks both boxes. Join Erik Trumpower, EVP of Capstone Banktech, as we discuss the risk and rewards of this sector, and discuss some ideas for administering a program at a community FI.
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Artificial Intelligence is transforming the banking industry in many ways, from fraud detection to customer service, but the complexities can seem overwhelming. Join Ben Udell, SVP Client Experience at Lake Ridge Bank, as we explore some of the practical uses he has found for AI in his day-to-day, and how it can benefit both banks and customers. Contact Ben at budell@lakeridge.bank.
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Join Charlie Kelly, Partner at Remedy Consulting, as we discuss core banking systems and whether your financial institution is on the right core to improve efficiency and drive sales. If you are considering a change in your core system, what should you know ahead of time and are you asking the right questions?
https://www.remedyconsult.net/whitepaper/
https://fi-navigator.com/
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Join Jodi Bhagat, President of the Americas for Personetics, as we discuss a Forrester study into the usage of Personal Financial Management tools. Should PFM be part of your digital arsenal, and how should you consider Return on Investment when deciding on PFM tools?
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Join Rob Foxx from FIPCO as we discuss Cybersecurity threats and some things you can do to avoid them. What does your cyber insurance cover and what do cyber claims look like?
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Join Cal Roberson of Integris as we discuss the need for technology expertise on community bank Boards of Directors. What are the risks of having a less-than-tech savvy individual heading up your technology sub-committee? Join us to find out.
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Join Scott Hildenbrand of Piper Sandler as we discuss a few topics that your board and management teams may be asking in light of the SVB failure. How are you approaching uninsured depositors, and are you utilizing all investment options are a couple of the topics we cover in this episode.
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Join Tyler Barron of Encapture as we discuss additional regulatory requirements that are about to be added to Dodd-Frank.
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Ever wonder why one bank is willing to pay $500 for a new customer and another is offering only $150? Join Supreet Singh, CEO of Finlytica, as we discuss the financial value of a customer. What revenue streams are important, how to think about cost-per-customer, and other interesting considerations for new customer acquisition.
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Join Val Saportas, CEO of Revvin, as we discuss the low code/no code phenomenon in application development. Find out what the hype is all about and why you should know something about this as you make the decision to purchase new software. Contact Val at valentin@revvin.com.
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Join Jeff Rose, President and CEO of American Bank and Trust, as we discuss the steps he took to hire an individual dedicated to digital strategy and then set the precedent that digital would be part of the bank’s focus moving forward. We discuss the role of the Chief Digital Officer, how it fits into traditional roles within the bank, challenges and successes that resulted from this decision.
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Join Stefan Jacewitz, Research and Policy Officer for the KC Federal Reserve Bank as we discuss the trends in savings rates and lending since the pandemic. We know that the influx of cash into the economy boosted savings rates and lowered loan balances initially, but what has happened since then?
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Join Patrick Sentner, EVP of CBRE, as we discuss how commercial office space vacancy rates and valuations have changed from pre-COVID to the present. As work-from-home and other trends continue, vacancy rates are rising in specific areas, and the result has been that commercial loan portfolios that contain office space are under renewed pressure. Join us as we discuss the changing dynamics of this market.
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Join Tom Oakland, Energy and Economic Coordinator from North Dakota, as we discuss what you need to know about energy production and carbon recapture. To reach Tom, email him at Thomas.oakland@nd.gov.
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Join Val Saportas, CEO of Revvin, as we discuss online origination and applicant abandonment rates. We discuss some interesting trends in abandonment, as well as where in the application process abandonment occurs and some techniques you can use to avoid abandonment in your online application processes. Contact Val at valentin@revvin.com.
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Join Becky Reed, CEO of the Lone Star Credit Union, as we discuss how the FTX cryptocurrency exchange imploded. Whether you own crypto yourself or intend to offer it to your customers, we discuss the different custodial and exchange relationships in the crypto space.
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Join Ramon Looby, President and CEO of the Maryland Bankers Association, as we discuss a few important but unrelated topics. We start with the recent concentration on “junk fees” from the CFPB, and then discuss the benefits of the Safe Banking Act that is up for approval. Finally, we discuss initiatives underway for standardizing financial education.
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Join Josh Miller, CEO of The KeyState Companies, as we discuss everything you always wanted to know about solar projects and the resulting solar tax credits. Learn several ways that solar tax credits can be used as an investment strategy.
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Join Charlie Moon, efficiency and sales trainer, as we discuss some ideas to improve your commercial lending team, starting with asking the right questions during the hiring interview. For teams that are struggling, Charlie provides guidance on creating a methodology to make the whole team more productive.
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Join Supreet Singh, CEO of Finlytica, as we discuss how community financial institutions should be measuring performance, and what to do with that information once you have it. We also explore the potential uses of artificial intelligence for your organization.
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Join Meghan Crawford, of BHG Financial, as we discuss the pros and cons of purchasing loans through a lending network. The loan credit quality, purchasing process and method of servicing are just a few of the things that need to be considered when choosing a loan network as a partner.
Join Shan Hanes, the current Chairman of the Board of Directors of the Kansas Bankers Association, as we discuss the Consumer Financial Protection Bureau report on the Buy Now, Pay Later industry (BNPL). The report identifies some interesting statistics about the top five providers in this industry. Join us as we analyze and provide opinions on those results.
BankTalkPodcast.com
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Join Brian Hink, Head of Financial Technology Negotiations at Remedy Consulting as we discuss some of the latest tactics we are seeing from technology vendors as they try to maximize their negotiating position. We discuss five specific concepts, where they are being used during a negotiation, and offer some thoughts on how you might prepare for these discussions.
BankTalkPodcast.com
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Join Rose Oswald Poels, the CEO of the Wisconsin Bankers Association, as we discuss the latest Biden administration announcement on student loan forgiveness. Although all of the details of this policy are not finalized, we discuss the positives and negatives of this announcement.
BankTalkPodcast.com
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Join Stef Bonesteel, the SVP of Marketing for Citizens Bank, as we discuss the podcast/videocast that Citizens produces for their bank customers. Learn how they feel that this communication channel supplements other marketing efforts to reach a segment of their bank customers.
Join us as Max Cook, the CEO of the Missouri Bankers Association, discusses the positive and negative effects of the Biden administration’s ESG policy-Environmental, Social and Governance on community bankers. We include an interesting discussion on where Green Energy theory meets Green Energy reality.
BankTalkPodcast.com
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Join Scott Hildenbrand of Piper Sandler as we discuss the impact that a changing rate environment is having on your balance sheet and your customers' lives. We discuss specific changes and some things you might do to mitigate the risk.
BankTalkPodcast.com
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You think you know everything there is to know about Fintechs and Banking as a Service (BaaS)? Wait until you listen to this. Join Sunil Sachdev, head of the Fintech practice at Fiserv, as we discuss the complexity of his day job, and the hurdles that fintechs and sponsor banks alike face when deciding on their business models.
Thrift, Mutual, Savings and Loan. What is the difference, what are the advantages of holding a non-stock bank charter? Join David Barksdale from Piedmont, FSB as we discuss a community of mutual banks that believe that their bank charter is the first step in setting customer expectations.
If you have “People’s”, “State”, or “Community” or “First” in your brand name, this might be the episode for you. Jeff McCarthy from Bank Five Nine walks us through a re-branding exercise which started with understanding the bank’s history and what the team was most proud of. It culminated in a new corporate identity.
Like many community banks, Kearny County Bank in Southwest Kansas has family ownership. Join Bob Beymer from Kearney County Bank as he tells us stories from his family’s past, including the bank’s history and his family’s relationship with the bank and the community.
BankTalkPodcast.com
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What are the duties of the board of directors? What are the liabilities? Kip Weissman from Luse-Gorman Law joins BankTalk to discuss that thin line between the responsibilities of your management team and your board of directors.
Luselaw.com
BankTalkPodcast.com
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Industry trade publications would have you believe that Brick and Mortar Branches are doomed because of the influence of digital and mobile banking. Listen to Steve Bruyn of Foresight Research as he explains what survey results have to say about what customers want in a community bank.
BankTalkPodcast.com
Remedyconsult.net
If you work for a community bank and you engage with customers, you are in sales, whether it is in your title or not. Join Justin Zappulla from the Janek Group as we talk about everything from hiring a sales-oriented employee to managing your sales team. There are some great action items in this podcast for improving your organization.
BankTalkPodcast.com
Remedyconsult.net
High growth, high risk, high fees, and completely legal, if done correctly. Kevin Hart from Green Check Verified joins BankTalk as we discuss the legal cannabis industry and the complexities and opportunities within this industry. Regardless of your feelings on the legalization of marijuana, it sparks some interesting regulatory and financial discussions.
BankTalkPodcast.com
Remedyconsult.net
High inflation is here. Dr. Ernie Goss, McAllister Chair and Professor of Economics, at Creighton University answers some questions on economic policy and discusses the tools that the Federal Reserve has at its disposal to curb inflation going forward.
BankTalkPodcast.com
Remedyconsult.net
Pete Wilder from Godfrey and Kahn joins us as we discuss the pace and valuations of merger and acquisition activity over the past 24 months. If you plan to either acquire or be acquired, we discuss risk areas to consider prior to the engagement.
gklaw.com
BankTalkPodcast.com
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Wayne Miller from the Venture Center joins us as we discuss what it takes to move a fintech from an idea on the back of a napkin to a well-funded Financial Technology organization. We discuss what makes one fintech successful over others, and investment opportunities within Fintech funds.
BankTalkPodcast.com
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Join Craig Geisler from Cherrywood Enterprises as we discuss what happens to debt after you have written it off. We discuss the collections industry and the impact on your customer relationships for clients who have past-due debts.
BankTalkPodcast.com
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Join Katie Harrison from BKD as we discuss the topics that examiners are focusing on. We touch on the role of the compliance officer and a few proactive steps you might take before your next examine.
BankTalkPodcast.com
Remedyconsult.net
Join Lori Spillers from Finius GTS as we investigate the ways to improve board performance. What expectations should you set? Should directors have term limits? We investigate many thought-provoking ways that Lori has seen over her career for developing improving board performance.
BankTalkPodcast.com
Remedyconsult.net
Join Brian Hink from Remedy Consulting as we discuss how knowing a little bit about software development from inside your core vendor might help you when deciding on whether you have the right products for your customers. When is a software product most profitable and what are the symptoms of software that has gone into maintenance mode?
BankTalkPodcast.com
Remedyconsult.net
Join Scott Hildenbrand from Piper Sandler rejoins BankTalk to give us a perspective on what budget season might look like for 2022. What information on liquidity and the rate environment should CFO’s be sharing with their ALCO, and how will that affect bank and credit union earnings? We discuss each of these topics and more.
BankTalkPodcast.com
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Terry Greenley, Chairman of County Bank, shares his stories about why they implemented Interactive Teller Machines. Terry discusses costs, benefits, and some lessons learned after five years of managing an interactive teller machine network.
BankTalkPodcast.com
Remedyconsult.net
Join Ryan Alfred from NYDIG as we discuss the ins and outs of Cryptocurrency. A great primer for your management team or your outside Board members. Charlie Kelly, our host, asks the questions to simplify this topic into the components that you as a community bank or credit union professional should care about.
BankTalkPodcast.com
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Join Stephanie Yaeger, SVP at Colliers, as we discuss how participation loans work, and why a CFO might consider participating in more complex borrowing to improve results and diversify risk.
BankTalkPodcast.com
Remedyconsult.net
Join Ben Udell, SVP of Consumer Banking at Monona Bank as we discuss the transformation of a classical branch location into a destination location for the neighborhood. Find out how Monona partnered with a local vendor and converted the space into a welcoming environment where banking is important but not the only reason to visit.
BankTalkPodcast.com
Remedyconsult.net
Terry Buhler from Bankers’ Bank joins us as we discuss why your mortgage may be originated by one company and then ends up being serviced by a completely different organization. If you already know the answer to that question, then join us as we discuss everything from the revenue streams associated with closing mortgages to loan pooling and mortgage-backed securities…
BankTalkPodcast.com
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Forbearance, one of the critical components of the CARES act that allowed borrowers short-term relief from their mortgage payments, is nearing an end. Who will be affected, and what does this mean to personal savings, foreclosure rates, and your borrower’s ability to make payments on other debt. Join Andy Haughwout, Economist, SVP and Policy Leader for FRB-NY as we discuss the implications of the end of mortgage forbearance programs.
Liberty Street Economics Blog
BankTalkPodcast.com
Remedyconsult.net
Join us as we discuss CUSO’s with Brian Lauer - General Counsel for the NACUSO. What need does a Credit Union Service Organization (CUSO) fulfill? How does their profit pass through to their founding non-profit credit unions? Does the same concept exist in the banking space, and if not why? We leave no stone unturned as we discuss the benefit of this organizational structure for serving the credit union industry.
cusolaw.com
BankTalkPodcast.com
Remedyconsult.net
You run a credit union, but is your team using your customer data the way they should be? The data world is full of acronyms like AI - artificial intelligence and KYC (know your customer), but these are simply offshoots to how much you can tell about your customers from their usage patterns, and what, if anything, you chose to do about that. Join Emily Engstrom and Kevin Polinsky for CUNA’s AdvantEdge in a session where we break down how to get started in understanding your customer’s data.
Advantedge.digital
BankTalkPodcast.com
Remedyconsult.net
Kiah Haslett of Bank Director re-joins the podcast as we discuss how prevalent the BNPL trend has become. We review how these short-term loans are being originated, and who holds the debt throughout the life of the loan. We also discuss the potential of white-label relationships in BNPL.
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Episode 25 – Banking as a Service – What is it all about?
Join Joshua Jordan from Jack Henry as we discuss banking as a service, or BaaS. You have probably heard the term before, but find out what it is all about? Should you consider starting your own online-only brand to get outside your geographical footprint? We also review some of the opportunities and threats to community banks related to BaaS.
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Join Scott Hildenbrand from Piper Sandler as we discuss one of the lesser-known functions in running your bank or credit union- Treasury Management. Do you ever wonder why your CFO has that shell-shocked look about them? This episode will help you understand.
remedyconsult.net
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Join Alex Oponski from Northwest Financial as we talk about the benefit of even simple strategic planning and how that approach filters down to the leadership and all employees. We also discuss succession planning for employees critical to your organization…since you cannot plan for succession for all employees, what is the right level of planning needed?
remedyconsult.net
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Join Joe Fazio, CEO of Commerce State Bank, as we discuss how the PPP opened up opportunities for commercial lending for community banks. We discuss the differences between a commercial and a retail-focused bank and the important subtleties of lending to commercial clients.
remedyconsult.net
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Join Angela Ledding from Northview Bank and Carla Bush from the Minnesota Bankers Association as we discuss some of the challenges of recruiting and retaining a new generation of employees. We talk through techniques to give younger employees a career path and education to ensure that you retain any employee that fits your culture.
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Join Lindsay Gehman from Fiserv as we discuss the factors that each financial institution must consider when deciding to move from a core that is run on your own hardware to a core that is centralized at your core provider’s facility. We walk through the pros and cons and help you ask the questions that your board of directors can use to make the decision on whether your bank or credit union’s core systems should be outsourced.
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This is part 2 of our podcast with Joshua Jordan from Jack Henry on benchmarking your digital usage and using those numbers to determine if investing in digital tools and promoting digital usage will result in a strong return on your investment. In Part Two, we discuss eStatements, Bill Payment and Personal Financial Managers.
BankTalkPodcast.com
Remedyconsult.net
What activity numbers are important to your Digital Program? Join Joshua Jordan from Jack Henry as we discuss digital usage in several major categories. In this first part, we review Online Banking, Mobile Banking and Mobile Capture. What numbers should you be tracking and why are they important?
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Remedyconsult.net
Join Kiah Haslett from Bank Director as we discuss how FinTechs are acquiring deposit accounts. In an all-digital relationship, FinTechs use deposit accounts to gain the primary customer relationship and then leverage those relationships to make money elsewhere. Find out how these firms are working around a bank charter until they can be approved.
Bank Director
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Join Pete Prickett as we discuss sales culture within banks and credit unions. Listen to suggestions on how improving your culture can lead to better client relationships and better sales. Reduce missed opportunities to improve your day-to-day sales.
Remedyconsult.net
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Brad Giddens of CalTech discusses cybersecurity threats and questions you should be asking of your internal IT team. Join us as we get Brad’s perspective on what to look out for.
Remedyconsult.net
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Randy Hultgren, President of the Illinois Bankers Association, discusses the recent elections and the ripple effects that might have on Banks and Credit Unions. This episode provides some thought leadership on how government moves might affect the economy and what we need to look out for in 2021 and beyond.
Remedyconsult.net
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Charlie Kelly of Remedy Consulting discusses seven areas a bank or credit union can improve when negotiating with your core technology provider, or any of your other major vendors.
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Katie McEntee of Visa discusses consumer purchasing trends since the coronavirus. We discuss online trends, what purchases are being made, and which segments are mostly likely to buy. If you are responsible for lending or online banking at your FI, this is a good segment to listen to.
Remedyconsult.net
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Part 2 with Pete Wilder of Godfrey & Kahn discussing M&A activity and several interesting adjacent topics.
Remedyconsult.net
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Pete Wilder of Godfrey & Kahn discusses 2020 bank M&A activity compared to previous years, and some of the factors affecting bank acquisition valuation.
Remedyconsult.net
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Mike Gillen and Terra Schwery of Western States Bank discuss building customer usage of their digital applications.
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You have heard that Real Time Payments is coming, but what does it mean? Todd Koehn of Bankers' Bank discusses Real Time Payments (RTP) and how your financial institution may use RTP in the near future.
Remedyconsult.net
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Paul Kundert, CEO of UW Credit Union, a $2.8B asset credit union, discusses how UWCU converts college students into lifelong customers.
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Lori Maley, CEO of the Bank of Bird-in-Hand, discusses a new way to think about brick-and-mortar branches vs. “mobile” banking.
Remedyconsult.net
BankTalkPodcast.com
Glenn Grossman of FICO discusses saving for a rainy day, how banks can leverage savings programs, and financial education to boost their commercial relationships.
Remedyconsult.net
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Tim Siegle, CEO of First Resource Bank, discusses several acquisitions he has done during his career. Learn what makes a merger successful, what to avoid, and how to shop for another financial institution.
Remedyconsult.net
BankTalkPodcast.com
Daneen Cady of Fiserv’s card team provides real-life examples on how interchange revenue works, and shares some ideas on how a bank or credit union might improve revenue or reduce expenses in this area.
Remedyconsult.net
BankTalkPodcast.com
Jay Tuli, President of Leader Bank, discusses how the Leader team has built a strong commercial loan origination team. Listeners will pick up some ideas on how to improve loan officer performance.
Remedyconsult.net
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Join us as John Doull, CEO of Cornerstone Bank, discusses his experience starting a new financial institution as a De Novo. John also shares some ideas on a CEO Peer group he founded and how it benefits his bank. Aaron Coleman of Z Suite Technologies has a unique value-add service for banks and credit unions to increase revenue from residential landlords.
Remedyconsult.net
BankTalkPodcast.com