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Impact Boom Podcast - Social Enterprise & DesignEpisode 574 (2025) David Reiling On Values-Based Banking Driving Community DevelopmentOn Episode 574 of Impact Boom, David Reiling of Sunrise Banks discusses the transformative potential of values-based banking and community-focused finance to reduce inequality, and strategic partnerships between progressive financial institutions scaling sustainable social, environmental, and economic impact.
If you are a changemaker wanting to learn actionable steps to grow your organisations or level up your impact, don't miss out on this episode!
If you enjoyed this episode, then check out Episode 314 with Lori Van Dusen on addressing health and education inequality through impact-led finance -> https://bit.ly/42P9G7c
The team who made this episode happen were:
Host...
2025-05-1024 min
Awarepreneurs362 | Creating Community-Wide Change Through Banking with David ReilingDavid Reiling is the President and CEO of Sunrise Banks, a mission-driven, values-based bank with locations in Minneapolis/St. Paul, Minnesota and Sioux Falls, South Dakota. David has worked in the community development banking industry for more than 25 years. He is a social entrepreneur and innovator who strives to forge meaningful partnerships, drive sustainable economic growth and create financial empowerment for all. Sunrise Banks site Social Venture Network site Self Online Credit Builder Program David’s email Paul's Strategy Sessions Pitch an Awarepreneurs episode
2025-03-1851 min
Builder, Banker, Hacker, ChiefDavid Reiling – Surviving the bank robbery epidemic, the gift of respect, and finding a tribe that loves doing good. | Episode 17Welcome to episode seventeen of Builder, Banker, Hacker, Chief! Joining me today is David Reiling, Chairman and CEO of Sunrise Banks.On this show, I’m unpacking the stories, decisions, and influences that make people successful leaders.David may have worked in banking his entire life, but it wasn’t until he was running a bank of his own that he realized he is actually an entrepreneur who happens to enjoy banking. The thread becomes obvious when learn about his passion for creating win-win scenarios and going far outside the walls of the bank to serv...
2025-03-071h 00
NextGen BankerSXSW: The Future as Seen at SXSW & Successful Strides in Financial InclusionThis special episode is live from Fintech House at South By Southwest (SXSW) event from March 2023. Listen as guest host Dara Tarkowski, Managing Partner, Actuate Law and host of Breaking Banks’ sister podcast Tech on Reg speaks with Mike Bechtel, Chief Futurist at Deloitte Consulting and David Reiling, Chairman and CEO, Sunrise Banks; Author, Fintech for Good; and host of Provoke.fm‘s NextGen Banker.
Where are the opportunities in evolving technology; what’s hype and nonsense? At times we are so busy wondering if we can do something, that we don’t always think if we should. I...
2023-04-1426 minNextGen BankerSXSW: The Future as Seen at SXSW & Successful Strides in Financial InclusionThis special episode is live from Fintech House at South By Southwest (SXSW) event from March 2023. Listen as guest host Dara Tarkowski, Managing Partner, Actuate Law and host of Breaking Banks’ sister podcast Tech on Reg speaks with Mike Bechtel, Chief Futurist at Deloitte Consulting and David Reiling, Chairman and CEO, Sunrise Banks; Author, Fintech for Good; and host of Provoke.fm‘s NextGen Banker.
Where are the opportunities in evolving technology; what’s hype and nonsense? At times we are so busy wondering if we can do something, that we don’t always think if we should. I...
2023-04-1426 min
NextGen BankerWayne Brown: Creating a Positive Customer Experience in the Financial IndustryFintechs and customer experiences go hand-in-hand. And Wayne Brown knows how important it is for fintechs, customers, and financial institutions to be on the same page.
Brown, who is the managing partner at The Walker Group, talks about how fintechs work with banks to create a positive customer onboarding experience and how the fintech industry is changing with Artificial Intelligence.
2023-03-1326 min
NextGen BankerSarah Biller: The Power of Fintech in Financial Services and BeyondFinancial technology is evolving rapidly. And Sarah Biller is excited about what the future holds.
Biller, who is the executive director of Vantage Ventures and a cofounder and board member of Fintech Sandbox, talks about practical applications of financial services in the metaverse, how fintech can play a role in sustainability and why meaningful data is necessary to spur innovation.
2023-02-2729 minNextGen BankerSarah Biller: The Power of Fintech in Financial Services and BeyondFinancial technology is evolving rapidly. And Sarah Biller is excited about what the future holds.
Biller, who is the executive director of Vantage Ventures and a cofounder and board member of Fintech Sandbox, talks about practical applications of financial services in the metaverse, how fintech can play a role in sustainability and why meaningful data is necessary to spur innovation.
2023-02-2729 min
NextGen BankerLeah Fremouw: Bridging Virginia’s Work to Close the Capital GapLeah Fremouw has vast experience in the community development space.
She is currently the CEO of Bridging Virginia, a community development loan fund, and the president and founder of the Virginia CDFI Coalition. Fremouw also sits on the GO Virginia board, an economic development initiative focused on driving economic growth and job creation, and is a Richmond, Virginia, Chamber of Commerce board member.
Fremouw discusses Bridging Virginia’s work to create access to capital for traditionally underrepresented groupsas well as how she got her start in the financial industry. She also talks about Re...
2023-02-1326 minNextGen BankerLeah Fremouw: Bridging Virginia’s Work to Close the Capital GapLeah Fremouw has vast experience in the community development space.
She is currently the CEO of Bridging Virginia, a community development loan fund, and the president and founder of the Virginia CDFI Coalition. Fremouw also sits on the GO Virginia board, an economic development initiative focused on driving economic growth and job creation, and is a Richmond, Virginia, Chamber of Commerce board member.
Fremouw discusses Bridging Virginia’s work to create access to capital for traditionally underrepresented groupsas well as how she got her start in the financial industry. She also talks about Re...
2023-02-1326 min
NextGen BankerDelicia Hand: Ensuring Fairness in Digital FinanceThe digital banking world is no doubt convenient. But Delicia Hand wants to make sure it’s fair, too.
Hand, the director of financial fairness at Consumer Reports, helped put together a framework that evaluates how well digital financial products are working for consumers.
Hand talks about the framework — which includes principles like privacy, inclusivity and transparency — as well as how working on Capitol Hill during the Great Recession framed her perspective on developing financial policy.
2023-01-3021 minNextGen BankerDelicia Hand: Ensuring Fairness in Digital FinanceThe digital banking world is no doubt convenient. But Delicia Hand wants to make sure it’s fair, too.
Hand, the director of financial fairness at Consumer Reports, helped put together a framework that evaluates how well digital financial products are working for consumers.
Hand talks about the framework — which includes principles like privacy, inclusivity and transparency — as well as how working on Capitol Hill during the Great Recession framed her perspective on developing financial policy.
2023-01-3021 min
NextGen BankerJason Mikula: Digital Marketer Turned Fintech Thought LeaderJason Mikula started his weekly newsletter, Fintech Business Weekly, as a pandemic project. Today, the financial technology publication is one of the better-known reads in the industry.
Mikula talks with David about his predictions for the future of finance – including thoughts on NFTs, crypto and where these elements of Web3 fit into the financial industry. Banking as a Service is also discussed in addition to fintech’s potential to support financial health among consumers.
Mikula also speaks to his time in the Peace Corps and how he moved from working in digital marketing to the financ...
2023-01-1639 minNextGen BankerJason Mikula: Digital Marketer Turned Fintech Thought LeaderJason Mikula started his weekly newsletter, Fintech Business Weekly, as a pandemic project. Today, the financial technology publication is one of the better-known reads in the industry.
Mikula talks with David about his predictions for the future of finance – including thoughts on NFTs, crypto and where these elements of Web3 fit into the financial industry. Banking as a Service is also discussed in addition to fintech’s potential to support financial health among consumers.
Mikula also speaks to his time in the Peace Corps and how he moved from working in digital marketing to the financ...
2023-01-1639 min
NextGen BankerHolly Glowaty: Branded CurrencyNot familiar with “branded currency?” Holly Glowaty has you covered.
Glowaty, the chief partnerships officer at Prizeout, speaks to why some consumers are choosing loyalty programsand gift cards over cash and where these products fit in the financial technology value chain. Glowaty also talks about her work as cofounder of the Women in Incentives Network and promoting inclusivity in the financial industry.
2022-12-2619 minNextGen BankerHolly Glowaty: Branded CurrencyNot familiar with “branded currency?” Holly Glowaty has you covered.
Glowaty, the chief partnerships officer at Prizeout, speaks to why some consumers are choosing loyalty programsand gift cards over cash and where these products fit in the financial technology value chain. Glowaty also talks about her work as cofounder of the Women in Incentives Network and promoting inclusivity in the financial industry.
2022-12-2619 min
NextGen BankerMonisha Chakrapani: Fintech CaféMonisha Chakrapani is well-versed in the fintech world.
As co-host of the Fintech Café podcast, Chakrapani talks with innovators in the financial industry on a weekly basis. And that’s in addition to her 15-year career in the banking industry.
Chakrapani discusses what she’s learned from her podcast guests, inclusion in the financial sector and the future of embedded finance.
2022-12-1220 minNextGen BankerMonisha Chakrapani: Fintech CaféMonisha Chakrapani is well-versed in the fintech world.
As co-host of the Fintech Café podcast, Chakrapani talks with innovators in the financial industry on a weekly basis. And that’s in addition to her 15-year career in the banking industry.
Chakrapani discusses what she’s learned from her podcast guests, inclusion in the financial sector and the future of embedded finance.
2022-12-1220 min
NextGen BankerCharles Potts: Driving Innovation in the Community Banking SectorCharles Potts is bringing technology to the community banking industry.
Potts, the chief innovation officer for the Independent Community Bankers of America, connects community banks with fintech partners to develop innovative solutions that help bankers and consumers.
Potts talks with David about the challenges community banks face in today’s tech-driven world and the opportunities they have to thrive in the future.
2022-11-2827 minNextGen BankerCharles Potts: Driving Innovation in the Community Banking SectorCharles Potts is bringing technology to the community banking industry.
Potts, the chief innovation officer for the Independent Community Bankers of America, connects community banks with fintech partners to develop innovative solutions that help bankers and consumers.
Potts talks with David about the challenges community banks face in today’s tech-driven world and the opportunities they have to thrive in the future.
2022-11-2827 min
NextGen BankerJennifer Liu: Anchorage Digital’s Crypto SolutionsBanks and other institutions looking to enter the crypto space want security and regulation. Anchorage Digital offers both.
Anchorage is the first federally chartered crypto bank and offers institutions custody, staking, governance, trading and financing solutions for digital assets. Jennifer Liu, Anchorage Digital’s head of lending, talks with Bryan and Becca about what Anchorage does and how she envisions the future of finance.
2022-11-1417 minNextGen BankerJennifer Liu: Anchorage Digital’s Crypto SolutionsBanks and other institutions looking to enter the crypto space want security and regulation. Anchorage Digital offers both.
Anchorage is the first federally chartered crypto bank and offers institutions custody, staking, governance, trading and financing solutions for digital assets. Jennifer Liu, Anchorage Digital’s head of lending, talks with Bryan and Becca about what Anchorage does and how she envisions the future of finance.
2022-11-1417 min
NextGen BankerMartin Rohner: The Global Alliance for Banking on ValuesMartin Rohner never intended to work in finance.
In fact, Rohner, the executive director of the Global Alliance for Banking on Values, started his career in the airline industry. But he soon realized he wanted to do something that created real impact – and sustainable banking fit the bill.
Rohner talks with David about the GABV and the work its member banks are doing to create a more socially and environmentally responsible financial sector. He also discusses the importance of positive intention in sustainable business and the GABV’s growth since it began morethan a decade ago.
2022-10-2422 minNextGen BankerMartin Rohner: The Global Alliance for Banking on ValuesMartin Rohner never intended to work in finance.
In fact, Rohner, the executive director of the Global Alliance for Banking on Values, started his career in the airline industry. But he soon realized he wanted to do something that created real impact – and sustainable banking fit the bill.
Rohner talks with David about the GABV and the work its member banks are doing to create a more socially and environmentally responsible financial sector. He also discusses the importance of positive intention in sustainable business and the GABV’s growth since it began morethan a decade ago.
2022-10-2422 min
NextGen BankerAhon Sarkar: Personalizing the Financial ExperienceAhon Sarkar wants to make finance more “human.”That means personalizing financial experiences, creating diverse product offerings and making sure everyone has access to free and fair banking.Sarkar, the general manager of Q2’s Helix platform, talks about the future of embedded finance and the importance of helping consumers reach their financial goals through tailored products and services.
2022-10-1033 minNextGen BankerAhon Sarkar: Personalizing the Financial ExperienceAhon Sarkar wants to make finance more “human.”That means personalizing financial experiences, creating diverse product offerings and making sure everyone has access to free and fair banking.Sarkar, the general manager of Q2’s Helix platform, talks about the future of embedded finance and the importance of helping consumers reach their financial goals through tailored products and services.
2022-10-1033 min
NextGen BankerAaron McCreary: Climate FintechClimate and finance might seem mutually exclusive. In fact, they’re closely connected.
Aaron McCreary of Doconomy talks with David about climate fintech and how financial institutions can better track their carbon footprint. McCreary also discusses his path to a career in sustainability and what consumers can expect in the future when it comes to eco-friendly offerings from banks and other corporations.
2022-09-2625 minNextGen BankerAaron McCreary: Climate FintechClimate and finance might seem mutually exclusive. In fact, they’re closely connected.
Aaron McCreary of Doconomy talks with David about climate fintech and how financial institutions can better track their carbon footprint. McCreary also discusses his path to a career in sustainability and what consumers can expect in the future when it comes to eco-friendly offerings from banks and other corporations.
2022-09-2625 min
NextGen BankerSt. Paul Mayor Melvin Carter: Prioritizing Equity in Minnesota’s Capital CitySt. Paul Mayor Melvin Carter refers to his time as mayor as a “journey.”And a large part of that journey has homed in on creating greater equity in Minnesota’s capital city. Carter, first elected in 2017, has raised the city’s minimum wage, started a college-savings program for St. Paul youth and allocated resources to St. Paul libraries to increase access to social services.Carter talks with David about these initiatives and more, including his thoughts on how banks can regain trust among communities that have been traditionally underserved by the financial sector.
2022-09-1329 minNextGen BankerSt. Paul Mayor Melvin Carter: Prioritizing Equity in Minnesota’s Capital CitySt. Paul Mayor Melvin Carter refers to his time as mayor as a “journey.”And a large part of that journey has homed in on creating greater equity in Minnesota’s capital city. Carter, first elected in 2017, has raised the city’s minimum wage, started a college-savings program for St. Paul youth and allocated resources to St. Paul libraries to increase access to social services.Carter talks with David about these initiatives and more, including his thoughts on how banks can regain trust among communities that have been traditionally underserved by the financial sector.
2022-09-1329 min
NextGen BankerMichelle Tran: Empowering Women in FintechAs a financial industry veteran, Michelle Tran knows there’s a need for greater diversity in banking and fintech.That’s why she started NYC Fintech Women, a group of more than 8,000 women supporting each other to create more opportunities for females in financial technology roles. Michelle talks with Becca and Bryan about gender-equity in fintech and the trends she’s seenin digital wealth management during her time at Vestwell.
2022-08-2922 minNextGen BankerMichelle Tran: Empowering Women in FintechAs a financial industry veteran, Michelle Tran knows there’s a need for greater diversity in banking and fintech.That’s why she started NYC Fintech Women, a group of more than 8,000 women supporting each other to create more opportunities for females in financial technology roles. Michelle talks with Becca and Bryan about gender-equity in fintech and the trends she’s seenin digital wealth management during her time at Vestwell.
2022-08-2922 minNextGen BankerAndre Beaupre: Prioritizing Purpose in The Corporate SectorHow can companies work towards more than just a profit?
Andre Beaupre explores that question in his book, “The Purposeful Nine and Soulful Advantage,” which showcases nine companies integrating socially and environmentally responsible tactics into their everyday work.
Andre, who also founded the strategic consulting firm Soulful Advantage, talks with David about the movement withinthe corporate sector to “do good” while remaining financially viable. He touches on the importance of a top-down approach when it comes to mission, why purpose helps companies recruit and retain talent and how he became interested in values-based business.
2022-08-1523 minNextGen BankerAndre Beaupre: Prioritizing Purpose in The Corporate SectorHow can companies work towards more than just a profit?
Andre Beaupre explores that question in his book, “The Purposeful Nine and Soulful Advantage,” which showcases nine companies integrating socially and environmentally responsible tactics into their everyday work.
Andre, who also founded the strategic consulting firm Soulful Advantage, talks with David about the movement withinthe corporate sector to “do good” while remaining financially viable. He touches on the importance of a top-down approach when it comes to mission, why purpose helps companies recruit and retain talent and how he became interested in values-based business.
2022-08-1523 min
NextGen BankerKatrin Kaufer: Finance as a Catalyst for ChangeKatrin Kaufer is an expert in values-based banking.
Kaufer, a research affiliate at the Massachusetts Institute of Technology, directs and co-created the Global Alliance for Banking on Values Leadership Academy. She is also the director of the Just Money Program at MIT’s Community Innovator’s Lab and has co-authored two books on sustainable finance.
Kaufer talks with Bryan and Becca about how she got into values-based banking, the value of finance as a tool to solve major societal problems and her thoughts on the future of the financial industry.
2022-07-2529 minNextGen BankerKatrin Kaufer: Finance as a Catalyst for ChangeKatrin Kaufer is an expert in values-based banking.
Kaufer, a research affiliate at the Massachusetts Institute of Technology, directs and co-created the Global Alliance for Banking on Values Leadership Academy. She is also the director of the Just Money Program at MIT’s Community Innovator’s Lab and has co-authored two books on sustainable finance.
Kaufer talks with Bryan and Becca about how she got into values-based banking, the value of finance as a tool to solve major societal problems and her thoughts on the future of the financial industry.
2022-07-2529 min
NextGen BankerSouth By Southwest 2022: A Recap of Our Time in AustinEven though the festival took place in March, we’re still talking about what we learned at South By Southwest. The Sunrise Banks team heads to Austin every year to hear about emerging trends in finance and the latest in banking technology.
In this episode, Becca and Bryan play interviews we conducted with festival goers this year about fintech, democratizing finance and what the next-gen banker looks like.
2022-07-1127 minNextGen BankerSouth By Southwest 2022: A Recap of Our Time in AustinEven though the festival took place in March, we’re still talking about what we learned at South By Southwest. The Sunrise Banks team heads to Austin every year to hear about emerging trends in finance and the latest in banking technology.
In this episode, Becca and Bryan play interviews we conducted with festival goers this year about fintech, democratizing finance and what the next-gen banker looks like.
2022-07-1127 min
NextGen BankerKevin Edwards: What Makes a Real Leader?Kevin Edwards has learned a lot about leadership during his time at Real Leaders.
Edwards, the company’s vice president of growth, hosts the Real Leaders Podcast and has interviewed hundreds of executives who put social and environmental responsibility at the forefront of their organizations.
Edwards talks with Becca and Bryan about social entrepreneurship, what motivates leaders beyond profit and how Real Leaders compiles its list of Top Impact companies.
2022-06-2729 minNextGen BankerKevin Edwards: What Makes a Real Leader?Kevin Edwards has learned a lot about leadership during his time at Real Leaders.
Edwards, the company’s vice president of growth, hosts the Real Leaders Podcast and has interviewed hundreds of executives who put social and environmental responsibility at the forefront of their organizations.
Edwards talks with Becca and Bryan about social entrepreneurship, what motivates leaders beyond profit and how Real Leaders compiles its list of Top Impact companies.
2022-06-2729 min
NextGen BankerWole Coaxum: Bridging the Racial Wealth GapWole Coaxum, the founder and CEO of Mobility Capital Finance (MoCaFi), talks with David about MoCaFi’s work to bridge the racial wealth gap as well as the advantages fintech has in better serving a diverse group of consumers.
Coaxum, a former Wall Street executive, also discusses his move to become an entrepreneur and how he envisions the banker of the future.
2022-06-1321 minNextGen BankerWole Coaxum: Bridging the Racial Wealth GapWole Coaxum, the founder and CEO of Mobility Capital Finance (MoCaFi), talks with David about MoCaFi’s work to bridge the racial wealth gap as well as the advantages fintech has in better serving a diverse group of consumers.
Coaxum, a former Wall Street executive, also discusses his move to become an entrepreneur and how he envisions the banker of the future.
2022-06-1321 min
NextGen BankerAlex Johnson: Part TwoIn episode 22, Bryan and Becca talked with Fintech Takes Founder Alex Johnson about Web3’s influence on the banking sector. That conversation is continued in part two, in which Alex speaks to Banking as a Service, the future of brick-and-mortar branches and the evolution of customer service in a digital-first world.
2022-05-3017 minNextGen BankerAlex Johnson: Part TwoIn episode 22, Bryan and Becca talked with Fintech Takes Founder Alex Johnson about Web3’s influence on the banking sector. That conversation is continued in part two, in which Alex speaks to Banking as a Service, the future of brick-and-mortar branches and the evolution of customer service in a digital-first world.
2022-05-3017 min
NextGen BankerKate Goldman: The World of CryptoCryptocurrency has gone mainstream. Digital assets have been endorsed by major banks across the world and are no longer niche investments made only by those with insider knowledge of blockchain. While the technology has seen a rapid rise in popularity, it’s still not ubiquitous – for the uninitiated, digital currencies still seem foreign, and maybe even worrisome.The rise of crypto presents a number of questions about how this new technology fits into the traditional banking sector. Kate Goldman, a senior policy associate at Elliptic, talks with David about crypto’s current regulatory state, the possibilities afforded by blockchain technology and ho...
2022-05-1630 minNextGen BankerKate Goldman: The World of CryptoCryptocurrency has gone mainstream. Digital assets have been endorsed by major banks across the world and are no longer niche investments made only by those with insider knowledge of blockchain. While the technology has seen a rapid rise in popularity, it’s still not ubiquitous – for the uninitiated, digital currencies still seem foreign, and maybe even worrisome.The rise of crypto presents a number of questions about how this new technology fits into the traditional banking sector. Kate Goldman, a senior policy associate at Elliptic, talks with David about crypto’s current regulatory state, the possibilities afforded by blockchain technology and ho...
2022-05-1630 min
NextGen BankerAlex Johnson: What Role Should Banks Play in Web 3?The digital landscape is changing.
News of the metaverse, NFTs and cryptocurrency floods our newsfeeds as we hear about Web 3’s promise and limitations. So where do banks fit into this equation? Will crypto ever become less volatile? And do financial institutions need to start thinking about their place in virtual reality?
Alex Johnson, the founder of the Fintech Takes newsletter, tackles all these questions and more while also speaking to “hands-on-the-wheel” money and Generation Z’s new outlook on managing their finances.
2022-04-2439 minNextGen BankerAlex Johnson: What Role Should Banks Play in Web 3?The digital landscape is changing.
News of the metaverse, NFTs and cryptocurrency floods our newsfeeds as we hear about Web 3’s promise and limitations. So where do banks fit into this equation? Will crypto ever become less volatile? And do financial institutions need to start thinking about their place in virtual reality?
Alex Johnson, the founder of the Fintech Takes newsletter, tackles all these questions and more while also speaking to “hands-on-the-wheel” money and Generation Z’s new outlook on managing their finances.
2022-04-2439 min
NextGen BankerRon Feldman: Making Inclusion a Priority at the Federal ReserveFor Ron Feldman, it’s a simple equation: The more diverse your workforce, the better off your organization will be.
Feldman, the first vice president and chief operating officer at the Minneapolis Federal Reserve, talks withDavid about the Fed’s efforts to hire and retain a more diverse workforce. He also speaks to the positive impact a diversity of voices can have on bank regulatory functions.
2022-04-1230 minNextGen BankerRon Feldman: Making Inclusion a Priority at the Federal ReserveFor Ron Feldman, it’s a simple equation: The more diverse your workforce, the better off your organization will be.
Feldman, the first vice president and chief operating officer at the Minneapolis Federal Reserve, talks withDavid about the Fed’s efforts to hire and retain a more diverse workforce. He also speaks to the positive impact a diversity of voices can have on bank regulatory functions.
2022-04-1230 min
NextGen BankerJosh Levine: Company Culture as a Competitive AdvantageCompany culture is top of mind right now.As organizations struggle with the “great resignation,” hiring managers are searching for new ways to attract and retain talent. Josh Levine, the owner of Great Mondays and an expert on company culture, talks with David about the importance of providing workers with more than just monetary incentives and embedding mission and values into everyday work.He also speaks to the need for relationship-building during remote and hybrid work. Rituals need to be established to connect workers from different departments to remain successful, Josh says.
2022-03-2131 minNextGen BankerJosh Levine: Company Culture as a Competitive AdvantageCompany culture is top of mind right now.As organizations struggle with the “great resignation,” hiring managers are searching for new ways to attract and retain talent. Josh Levine, the owner of Great Mondays and an expert on company culture, talks with David about the importance of providing workers with more than just monetary incentives and embedding mission and values into everyday work.He also speaks to the need for relationship-building during remote and hybrid work. Rituals need to be established to connect workers from different departments to remain successful, Josh says.
2022-03-2131 min
NextGen BankerMelissa Bradley: Finance for the New MajorityMelissa Bradley is busy: She’s the cofounder of Ureeka, a managing partner at 1863 Ventures and a cofounder and managing partner at Sidecar Social Finance. She’s also a professor at Georgetown University.
Melissa speaks with David about empowering New Majority – BIPOC – entrepreneurs and reflects on changing demographics in business. “From a demographic perspective, when we use the word ‘minority,’ to speak about people of color, it’s just not quantitatively accurate,” says Melissa.
Melissa also discusses the banker of the future and the impact technology will continue to have on the financial sector.
2022-03-0722 minNextGen BankerMelissa Bradley: Finance for the New MajorityMelissa Bradley is busy: She’s the cofounder of Ureeka, a managing partner at 1863 Ventures and a cofounder and managing partner at Sidecar Social Finance. She’s also a professor at Georgetown University.
Melissa speaks with David about empowering New Majority – BIPOC – entrepreneurs and reflects on changing demographics in business. “From a demographic perspective, when we use the word ‘minority,’ to speak about people of color, it’s just not quantitatively accurate,” says Melissa.
Melissa also discusses the banker of the future and the impact technology will continue to have on the financial sector.
2022-03-0722 min
NextGen BankerSonia Reinhardt: Incorporating Mission and Values into Company CultureSonia Reinhardt is a senior human resources advisor with GLS Bank and the alumni manager and human development senior advisor for the Global Alliance for Banking on Values Leadership Academy. Sonia talks with Bryan and Becca about how she got into banking, herexperience with microfinance and what the Leadership Academy offers to values-based banking executives.
She also discusses what she feels is the main difference between traditional banks and their values-based counterparts.
2022-02-2123 minNextGen BankerSonia Reinhardt: Incorporating Mission and Values into Company CultureSonia Reinhardt is a senior human resources advisor with GLS Bank and the alumni manager and human development senior advisor for the Global Alliance for Banking on Values Leadership Academy. Sonia talks with Bryan and Becca about how she got into banking, herexperience with microfinance and what the Leadership Academy offers to values-based banking executives.
She also discusses what she feels is the main difference between traditional banks and their values-based counterparts.
2022-02-2123 min
NextGen BankerMike Bechtel: A Futurist on How To Navigate Tomorrow’s UncertaintiesMike Bechtel makes his living as a futurist – but in order to make predictions about tomorrow, he grounds himself in the past. “Futurists are just secretly historians,” he says.
Bechtel is Deloitte’s chief futurist and talks with David about how companies can prepare for the future whilealso tempering their expectations based on experience. He gives insights into what he feels will drive the technology of tomorrow – “going beyond the screen,” says Bechtel – and how corporate leaders can devise a plan to keep up.
Bechtel also says the banker of the future will “lead with need.”
2022-02-0734 minNextGen BankerMike Bechtel: A Futurist on How To Navigate Tomorrow’s UncertaintiesMike Bechtel makes his living as a futurist – but in order to make predictions about tomorrow, he grounds himself in the past. “Futurists are just secretly historians,” he says.
Bechtel is Deloitte’s chief futurist and talks with David about how companies can prepare for the future whilealso tempering their expectations based on experience. He gives insights into what he feels will drive the technology of tomorrow – “going beyond the screen,” says Bechtel – and how corporate leaders can devise a plan to keep up.
Bechtel also says the banker of the future will “lead with need.”
2022-02-0734 min
NextGen BankerJan Köpper: Measuring Impact Beyond the Bottom LineJan Köpper is the head of the impact transparency and sustainability department at GLS Bank in Germany. Jan talks with Becca and Bryan about his role at GLS as well as how the bank measures its impact and why it’s important for financial institutions to track metrics other than revenue and the bottom line.In addition, Jan talks about how he wound up in values-based banking and what he’s excited about in 2022 and beyond.
2022-01-2524 minNextGen BankerJan Köpper: Measuring Impact Beyond the Bottom LineJan Köpper is the head of the impact transparency and sustainability department at GLS Bank in Germany. Jan talks with Becca and Bryan about his role at GLS as well as how the bank measures its impact and why it’s important for financial institutions to track metrics other than revenue and the bottom line.In addition, Jan talks about how he wound up in values-based banking and what he’s excited about in 2022 and beyond.
2022-01-2524 min
NextGen BankerMelanie Holdsworth: Banking For Essential WorkersMelanie Holdsworth is the Organizational Process Excellence Manager for Teachers Mutual Bank Limited, one of the largest customer-owned banks in Australia. Melanie helped to create Hiver, a digital bank geared towards essential workers.
Melanie talks about how Hiver got its start as well as values-based banking and Teachers Mutual Bank Limited’s work in the sustainability space.
2022-01-1026 minNextGen BankerMelanie Holdsworth: Banking For Essential WorkersMelanie Holdsworth is the Organizational Process Excellence Manager for Teachers Mutual Bank Limited, one of the largest customer-owned banks in Australia. Melanie helped to create Hiver, a digital bank geared towards essential workers.
Melanie talks about how Hiver got its start as well as values-based banking and Teachers Mutual Bank Limited’s work in the sustainability space.
2022-01-1026 min
NextGen BankerMarilyn Waite: Working Towards a Sustainable FutureMarilyn Waite knows a lot about sustainability and climate – she also knows the global community has much work ahead if it wants to make real positive change in the long-term. Waite leads the Climate Finance Fund, a $75 million philanthropic platform covering the markets of China, Europe and the United States. She’s also worked in renewable and nuclear energy, climate modeling and investment.
Waite talks with David about what she learned at COP 26, the Partnership for Carbon Accounting Financials and the role fintech can play in environmental sustainability. Waite, a published author and frequent contributor to major publications, also touches on h...
2021-12-2731 minNextGen BankerMarilyn Waite: Working Towards a Sustainable FutureMarilyn Waite knows a lot about sustainability and climate – she also knows the global community has much work ahead if it wants to make real positive change in the long-term. Waite leads the Climate Finance Fund, a $75 million philanthropic platform covering the markets of China, Europe and the United States. She’s also worked in renewable and nuclear energy, climate modeling and investment.
Waite talks with David about what she learned at COP 26, the Partnership for Carbon Accounting Financials and the role fintech can play in environmental sustainability. Waite, a published author and frequent contributor to major publications, also touches on h...
2021-12-2731 min
NextGen BankerKate Hammer: What Role Should Banks Play in the Climate Crisis?Kate Hammer’s career path is anything but conventional. Hammer, currently Vancity’s director of government relations, wound up in banking after beginning her career in journalism, working at the New York Times and the Globe and Mail. She’s also been involved in politics, serving as an advisor to Canada’s first female, openly gay premier.
Hammer’s varied career path has given her an array of skills that help in her current position, where she advocates for financial policy that helps consumers gain access to banking products and services. She’s also worked to shape Vancity’s climate commitments. H...
2021-12-1332 minNextGen BankerKate Hammer: What Role Should Banks Play in the Climate Crisis?Kate Hammer’s career path is anything but conventional. Hammer, currently Vancity’s director of government relations, wound up in banking after beginning her career in journalism, working at the New York Times and the Globe and Mail. She’s also been involved in politics, serving as an advisor to Canada’s first female, openly gay premier.
Hammer’s varied career path has given her an array of skills that help in her current position, where she advocates for financial policy that helps consumers gain access to banking products and services. She’s also worked to shape Vancity’s climate commitments. H...
2021-12-1332 min
NextGen BankerCharlene Li: The Disruption MindsetCharlene Li is a New York Times Bestselling author focused on disruption: What it is, how companies can become more disruptive and what that means for organizations and their culture. Charlene’s book, “The Disruption Mindset,” homes in on the topic and debunks some preconceived notions about what true disruption looks like. Every company wants to be disruptive – but how can they turn their aspirations into action? Charlene talks with David about what makes a disruptive strategy, the importance of company culture when it comes to disruption and how bankers can incorporate innovation into their long-term strategies.
2021-11-2919 minNextGen BankerCharlene Li: The Disruption MindsetCharlene Li is a New York Times Bestselling author focused on disruption: What it is, how companies can become more disruptive and what that means for organizations and their culture. Charlene’s book, “The Disruption Mindset,” homes in on the topic and debunks some preconceived notions about what true disruption looks like. Every company wants to be disruptive – but how can they turn their aspirations into action? Charlene talks with David about what makes a disruptive strategy, the importance of company culture when it comes to disruption and how bankers can incorporate innovation into their long-term strategies.
2021-11-2919 min
NextGen BankerJasmin Panjeta: A Journey in Values-based BankingJasmin Panjeta started his career in cybersecurity but quickly learned it wasn’t for him. What he did know, however, was that he wanted to work for an organization that valued more than the bottom line. Enter Jasmin’s journey in values-based banking. Today Jasmin is a communications and public relations professional working for Oikocredit, a worldwide cooperative that focuses on microfinance and impact investing.Jasmin talks with guest hosts Becca Hoeft and Bryan Toft about his move from Bosnia to the Netherlands, finding purpose in his work and the effect your banking habits can have on the greater good.
2021-11-1530 minNextGen BankerJasmin Panjeta: A Journey in Values-based BankingJasmin Panjeta started his career in cybersecurity but quickly learned it wasn’t for him. What he did know, however, was that he wanted to work for an organization that valued more than the bottom line. Enter Jasmin’s journey in values-based banking. Today Jasmin is a communications and public relations professional working for Oikocredit, a worldwide cooperative that focuses on microfinance and impact investing.Jasmin talks with guest hosts Becca Hoeft and Bryan Toft about his move from Bosnia to the Netherlands, finding purpose in his work and the effect your banking habits can have on the greater good.
2021-11-1530 min
The Homegrown PodcastEp 13 - David ReilingHomegrown Podcast has a great guest this episode in David Reiling! Expert Photographer, game designer, and friend.
As usual we get into David's upbringing and how that's molded him into the man he is today. How success tastes just as sweet at 45 as it would have at 25. Realizing friends can help find your identity and his story of coming up in Rockford Illinois. Also standing up for what you believe in after you do find that identity and the importance of having your voice heard in order to change society for the better.
It gets deep in this one, so...
2021-11-061h 28
NextGen BankerThe Banking Habits of Gen Z: How Can Banks Best Serve Young Consumers?We know that the next generation wants fast, easy access to their bank accounts – and that they rarely, if ever, set foot inside a physical bank branch. But aside from convenience, what other concerns does Gen Z have when it comes to their personal finances?We went to local universities to talk with students about their perspectives on digital banking, cryptocurrency, cybersecurity and how they envision the bank of the future. Sunrise Banks Chief Brand Officer Becca Hoeft and Chief Revenue Officer Bryan Toft sit in for David in this episode.
2021-10-2532 minNextGen BankerThe Banking Habits of Gen Z: How Can Banks Best Serve Young Consumers?We know that the next generation wants fast, easy access to their bank accounts – and that they rarely, if ever, set foot inside a physical bank branch. But aside from convenience, what other concerns does Gen Z have when it comes to their personal finances?We went to local universities to talk with students about their perspectives on digital banking, cryptocurrency, cybersecurity and how they envision the bank of the future. Sunrise Banks Chief Brand Officer Becca Hoeft and Chief Revenue Officer Bryan Toft sit in for David in this episode.
2021-10-2532 min
NextGen BankerDarrin Williams: Creating Economic Opportunity in Rural and Underserved CommunitiesDarrin Williams’ career is a unique combination of business, law, and politics. Currently serving as the CEO of Southern Bancorp, Inc., Williams oversees the strategic direction and operations of each of Southern’s three Community Development Financial Institutions (CDFI): Southern Bancorp, Inc., a bank holding company; Southern Bancorp Bank, one of America’s largest rural development banks; and Southern Bancorp Community Partners, a 501(c)(3) development finance and lending organization – collectively known as “Southern.”Darrin talks with David about his work at Southern, the Global Alliance for Banking on Values and why it’s a great time to be a CDFI.
2021-10-1123 minNextGen BankerDarrin Williams: Creating Economic Opportunity in Rural and Underserved CommunitiesDarrin Williams’ career is a unique combination of business, law, and politics. Currently serving as the CEO of Southern Bancorp, Inc., Williams oversees the strategic direction and operations of each of Southern’s three Community Development Financial Institutions (CDFI): Southern Bancorp, Inc., a bank holding company; Southern Bancorp Bank, one of America’s largest rural development banks; and Southern Bancorp Community Partners, a 501(c)(3) development finance and lending organization – collectively known as “Southern.”Darrin talks with David about his work at Southern, the Global Alliance for Banking on Values and why it’s a great time to be a CDFI.
2021-10-1123 min
NextGen BankerMelissa Koide: Navigating the AI Frontier in Financial ServicesMelissa Koide is the CEO of FinRegLab, a nonprofit research center that tests new technologies and data and facilitates dialogue to inform public policy and drive the financial sector toward a responsible and inclusive financial marketplace.FinRegLab is focusing on big questions surrounding data and Artificial Intelligence: How should it be regulated? How can it help consumers? What risks does it pose? Melissa talks with David about what tomorrow’s banker needs to know about AI and emerging tech in the financial sector.
2021-09-2630 minNextGen BankerMelissa Koide: Navigating the AI Frontier in Financial ServicesMelissa Koide is the CEO of FinRegLab, a nonprofit research center that tests new technologies and data and facilitates dialogue to inform public policy and drive the financial sector toward a responsible and inclusive financial marketplace.FinRegLab is focusing on big questions surrounding data and Artificial Intelligence: How should it be regulated? How can it help consumers? What risks does it pose? Melissa talks with David about what tomorrow’s banker needs to know about AI and emerging tech in the financial sector.
2021-09-2630 min
NextGen BankerJeannine Jacokes: Community Development Banking and Social ResponsibilityJeannine Jacokes is the chief executive and policy officer for the Community Development Bankers Association and the CEO of Partners for the Common Good, a national nonprofit loan fund. She also has experience on the Hill, having worked with the U.S. Department of the Treasury and as a staff member on the U.S. Senate Committee on Banking, Housing and Urban Affairs.Jeannine talks with David about community banking as well as what she’s learned during her time in government and how bankers can create partnerships with legislators.
2021-09-1230 minNextGen BankerJeannine Jacokes: Community Development Banking and Social ResponsibilityJeannine Jacokes is the chief executive and policy officer for the Community Development Bankers Association and the CEO of Partners for the Common Good, a national nonprofit loan fund. She also has experience on the Hill, having worked with the U.S. Department of the Treasury and as a staff member on the U.S. Senate Committee on Banking, Housing and Urban Affairs.Jeannine talks with David about community banking as well as what she’s learned during her time in government and how bankers can create partnerships with legislators.
2021-09-1230 min
NextGen BankerTheo Lau: Going Beyond Good Through Purpose-Driven BusinessTheo Lau is an author, podcast host, startup advisor and public speaker. She wrote “Beyond Good: How Technology is Leading a Purpose-Driven Business Revolution,” with Bradley Leimer. Theo talks with David about the role companies can play in fighting inequality and working towards the common good.
2021-08-2926 minNextGen BankerTheo Lau: Going Beyond Good Through Purpose-Driven BusinessTheo Lau is an author, podcast host, startup advisor and public speaker. She wrote “Beyond Good: How Technology is Leading a Purpose-Driven Business Revolution,” with Bradley Leimer. Theo talks with David about the role companies can play in fighting inequality and working towards the common good.
2021-08-2926 minNextGen BankerJennifer Tescher: Measuring Financial HealthJennifer Tescher is an expert on financial health and the founder of the Financial Health Network. Jennifer talks with David about how to define and measure financial health as well as what role banks and fintechs can play in ensuring consumers reach their financial goals.
2021-08-1428 minNextGen BankerJennifer Tescher: Measuring Financial HealthJennifer Tescher is an expert on financial health and the founder of the Financial Health Network. Jennifer talks with David about how to define and measure financial health as well as what role banks and fintechs can play in ensuring consumers reach their financial goals.
2021-08-1428 min
NextGen BankerJason Henrichs: Moving at the Speed of FintechJason Henrichs is a veteran in the fintech space. He’s the founder of Fintech Forge and a co-founder of Alloy Labs, along with being a host on Breaking Banks, the #1 global fintech radio show and podcast. Jason talks with David about the importance of adaptability in an ever-changing fintech environment as well as what role banks can play in this new frontier. In Jason’s words, the “face of banking is fundamentally going to look more different in the next five years than it has in the previous 500.
2021-07-2425 minNextGen BankerJason Henrichs: Moving at the Speed of FintechJason Henrichs is a veteran in the fintech space. He’s the founder of Fintech Forge and a co-founder of Alloy Labs, along with being a host on Breaking Banks, the #1 global fintech radio show and podcast. Jason talks with David about the importance of adaptability in an ever-changing fintech environment as well as what role banks can play in this new frontier. In Jason’s words, the “face of banking is fundamentally going to look more different in the next five years than it has in the previous 500.
2021-07-2425 min
NextGen BankerDr. Tia Kansara: Rethinking Corporate Success with an Eye Towards SustainabilityDr. Tia Kansara is an award-winning entrepreneur, lecturer and author. She’s also the CEO of Replenish Earth, an organization that helps governments, businesses and individuals become more environmentally sustainable. Dr. Kansara talks with David about mindfulness, the ability to adapt in a post-pandemic world and how changing our definition of “success” can pave the way to a more eco-friendly future.
2021-07-1132 minNextGen BankerDr. Tia Kansara: Rethinking Corporate Success with an Eye Towards SustainabilityDr. Tia Kansara is an award-winning entrepreneur, lecturer and author. She’s also the CEO of Replenish Earth, an organization that helps governments, businesses and individuals become more environmentally sustainable. Dr. Kansara talks with David about mindfulness, the ability to adapt in a post-pandemic world and how changing our definition of “success” can pave the way to a more eco-friendly future.
2021-07-1132 min
NextGen BankerJo Ann Barefoot: Maintaining an Adventurous Spirit in Financial RegulationJo Ann Barefoot is the CEO & Cofounder of Alliance for Innovative Regulation, a podcast host and a former deputy comptroller of the currency. Jo Ann chats with David about the age-old dilemma faced in finance: how to reconcile the speed of tech with the bureaucratic nature of regulation. The biggest point Jo Ann wants bankers to take away? Move fast.
2021-06-2827 minNextGen BankerJo Ann Barefoot: Maintaining an Adventurous Spirit in Financial RegulationJo Ann Barefoot is the CEO & Cofounder of Alliance for Innovative Regulation, a podcast host and a former deputy comptroller of the currency. Jo Ann chats with David about the age-old dilemma faced in finance: how to reconcile the speed of tech with the bureaucratic nature of regulation. The biggest point Jo Ann wants bankers to take away? Move fast.
2021-06-2827 min
NextGen BankerApple Crider: Demystifying Personal FinanceApple Crider is an entrepreneur, podcast host and Youtuber focused on personal finance. His content aims to demystify the financial world for his viewers, especially young people. Listen as Apple talks with David about entrepreneurship, what the younger generation thinks about brick-and-mortar banks and how to narrow your focus to become more efficient.
2021-06-1426 minNextGen BankerApple Crider: Demystifying Personal FinanceApple Crider is an entrepreneur, podcast host and Youtuber focused on personal finance. His content aims to demystify the financial world for his viewers, especially young people. Listen as Apple talks with David about entrepreneurship, what the younger generation thinks about brick-and-mortar banks and how to narrow your focus to become more efficient.
2021-06-1426 min
NextGen BankerAnnouncing NextGen BankerWelcome to NextGen Banker, where we explore what’s next in banking and talk with the innovators responsible for creating positive change in the financial sector. Banking today is moving at an exponential speed -- today’s banker must be innovative, adaptable and values driven.
Listen as we talk to the changemakers leading the way to a more equitable, environmentally conscious, transparent, and tech-driven banking future.
2021-05-2400 minNextGen BankerAnnouncing NextGen BankerWelcome to NextGen Banker, where we explore what’s next in banking and talk with the innovators responsible for creating positive change in the financial sector. Banking today is moving at an exponential speed -- today’s banker must be innovative, adaptable and values driven.
Listen as we talk to the changemakers leading the way to a more equitable, environmentally conscious, transparent, and tech-driven banking future.
2021-05-2400 min
Beyond the SkylineInterview: David Reiling, CEO, Sunrise BanksThe CEO of Sunrise Banks, David Reiling, was recently named chair of the Global Alliance for Banking on Values — the world’s premier value-based banking organization. Reiling is succeeding Peter Blom, who founded the GABV and served as chair since its creation in 2009.
It’s made up of 66 financial intuitions across Asia, Africa, Australia, Latin America, North America and Europe, the combination of which serves more than 70 million customers and holds more than $200 billion in combined assets under management.
In leading the GABV, Reiling plans to continue furthering the organization’s social and environmental impact, as well as sustain and recruit...
2021-04-0826 min
The EOS LeaderDavid Reiling | Building a Better WorldDavid Reiling, CEO and Chairman of Sunrise Banks, details why businesses should act as responsible citizens and invest in their communities.
2020-12-2343 min
Multiplier Mindset® with Dan SullivanHow A Banking Business Is Helping Individuals And Serving More Prospects, with David ReilingDavid Reiling knows that the success of his banking business coincides with the success of the community it’s a part of, and that hasn’t changed during the COVID-19 lockdown. Find out what led them to go from a period of panic to helping individuals, and how pivoting their business will help them serve thousands more prospects.
2020-05-2730 min
Barefoot Innovation PodcastFintech4Good: Sunrise Banks CEO David ReilingToday’s guest is David Reiling, CEO and Chairman of Sunrise Banks and author of the book, Fintech4Good. David likes to emphasize the business advantages of being a mission-driven, double bottom line company. He says, for example, that it gives him a huge edge in recruiting top talent. He also believes it also saves on compliance costs. It’s a fallacy, he says, to assume that banks operate in a “scarcity” marketplace in which profits and values have to be traded off against each other. He also offers insights on key steps regulators should consider...
2020-04-0755 min
Fintech5David Reiling – The Sun Rises on an Equal Playing Field – Fintech5In the age of innovation, it is now more important than ever to find technology solutions at every financial level. David Reiling, CEO of Sunrise Bank, explains how they built a strategy on inclusivity and underserved populations,
2018-04-2000 minFintech5David Reiling – Banking and Social ResponsibilityDavid Reiling – Banking and Social Responsibility
2018-04-2000 min
Social Entrepreneur025, David Reiling, Sunrise Banks | Empowering Underserved CommunitiesAccording to Sunrise Banks’ CEO David Reiling, “The culture of Sunrise Banks is all about mission and innovation.” If you pull his statement apart, you’ll notice three components: culture, mission and innovation. These are the magic ingredients that have allowed Sunrise Banks to be recognized as “Best for the World” company.Sunrise Banks has been recognized on many levels for their purpose-driven innovation. They are a certified Benefit Corporation (BCorp). Their parent company was one of the first Minnesota Public Benefit Corporations. And, they are a certified Community Development Financial Institution (CDFI), one of only 100 banks in the US.
2015-12-3032 min