Shows
Travillian NextAll I want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian2025 was a rollercoaster year for community banks navigating the talent market. Early optimism gave way to hesitation as uncertainty, M&A activity, and competitive pressure reshaped hiring decisions across the industry. As the year came to a close, momentum began to return.In this year-end conversation, Travillian reflects on what the past year revealed about community bank talent strategy and why optimism is building for 2026. The discussion explores how leadership roles are evolving, why competition for experienced banking talent has intensified, and how storytelling has become a critical differentiator in executive search.As community banks compete with larger institutions...
2025-12-2222 minTravillian NextThe Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes NextBank M&A isn’t about speed anymore. It’s about preparation.In this episode of the Travillian Next podcast, investment bankers from Janney Montgomery Scott and D.A. Davidson break down how bank M&A has become a long game shaped by diligence, culture, regulation, and timing.Travillian’s Brian Love and Andrew Liesch sit down with Dan Flaherty (Janney) and Gene Katz (D.A. Davidson) to discuss how M&A conversations now happen years before a deal is signed, why diligence has become confirmatory rather than exploratory, and how cultural fit, succession planning, and regulatory strategy increasingly determ...
2025-12-1741 minTravillian NextNEXT Forum 2025: Building Brotherly Love: Ira Robbins and Brent BeardallIn Building Brotherly Love: Ira Robbins, CEO of Valley National Bank, and Brent Beardall, CEO of WaFd Bank, moderators Brian Love (Head of Banking & Fintech, Travillian) and Andrew Liesch (Head of Bank Strategy, Travillian), and keynote speakers, Ira Robbins (Chairman and CEO, Valley National Bank) and Brent Beardall (President, CEO, and Vice Chairman, WaFd Bank) dive into American banking and the importance of unity, purpose, and innovation in a consolidating industry. This candid NEXT Forum conversation explores how community and regional banks can stay competitive amid the dominance of the largest institutions. Topics include deposit insurance reform...
2025-11-1243 minTravillian NextA Share Liquidity Tool for Private Banks: Inside the My Private Shares PlatformAs privately held banks look for smarter ways to manage shareholder relations, My Private Shares is helping them do it without losing control.In this episode of Travillian Next, Andrew Liesch, Head of Bank Strategy at Travillian, sits down with John Antolik, CEO of My Private Shares; Sam Ishee, CFO of Florida Capital Bank; and Andy Borrmann, CFO of Lincoln Savings Bank.Together, they explore how digital shareholder management is transforming how private institutions handle liquidity, communication, and ownership transitions. From streamlining transactions and compliance to supporting succession planning and leadership retention, the conversation offers a practical look at...
2025-11-1127 minTravillian NextAcademy Bank on Laying the Foundation for a Fast BaaS Market EntryTravillian Next host Amber Buker, Chief Strategy Officer at Travillian, sits down with David Robinson, Director of Fintech and Embedded Banking at Academy Bank, to uncover how a family-owned community bank became one of the fastest movers in embedded banking.From record-breaking onboarding with Treasury Prime to building a fintech partner profile that balances growth with risk, David shares practical lessons for banks and fintechs alike. Whether you’re exploring embedded partnerships or looking to scale responsibly, this conversation delivers real takeaways for fintech leaders.00:21 | Academy Bank’s Fintech Story02:00...
2025-08-2717 minTravillian NextThe Bank That Thinks Like a Tech Company: How 50+ Engineers Are Redefining SecurityWhat if your savings account was so secure that even your account number couldn’t be used to steal from you? That’s the kind of question Austin Capital Bank is answering; Not by thinking like a traditional bank, but by operating more like a tech company.In her debut interview on Travillian Next, Amber Buker, Chief of Research at Travillian, sits down with Erik Beguin, Founder and CEO of Austin Capital Bank, to dig into the launch of their latest innovation: Fort Knox, a high-security savings account engineered to be fraud-resistant by design. Instead of competing in t...
2025-07-2418 minTravillian NextCogent Law Breaks Down Cannabis Banking and RegulationWhat happens when a cannabis banking lawyer and a fintech recruiter sit down to talk shop? You get a candid conversation packed with strategy, clarity, and a few laughs along the way.In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search at Travillian chats with Chris Van Dyck, Partner at Cogent Law, about what banks need to know before entering the cannabis space. They dig into the real risks (hint: it’s not legal trouble), why the SAFE Banking Act remains a long shot, and how savvy cannabis businesses are reshaping financial se...
2025-06-0421 min
Travillian NextTrailblazers Ep. 4: How Kim Snyder Turned Banker Frustration into KlariVis InnovationIn this episode of Travillian Next Trailblazers, host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Kim Snyder, the founder and CEO of KlariVis, whose journey from CFO of a small community bank to leading a fast-growing data company is anything but typical. With a clear passion for solving real problems in banking, Kim shares how lived experience, not just vision, shaped the creation of KlariVis. From launching just before the pandemic to scaling through grit and trust, she talks candidly about the highs, lows, and lessons of building a company that’s helping com...
2025-05-2031 minTravillian NextDepository Investment Bankers Unplugged: Real Talk on M&A with Piper Sandler & D.A. DavidsonWhen the dust settled on 2024's late-year burst of bank M&A, it left many wondering: was that a one-off or the beginning of something more? In this episode of Travillian Next, Michael Perito, Head of Bank Strategy at Travillian, brings together two seasoned investment bankers, Josh Nolan of D.A. Davidson and Jason Hach of Piper Sandler, for a sharp and grounded discussion on what's fueling (and still hindering) depository M&A in 2025. With humor, candor, and years of experience, they unpack the realities behind the optimism, the regu...
2025-05-1332 minTravillian NextThe Largest Bank IPO Since 2017: Spotlight on Northpointe Bank“Don’t get too high with the highs or too low with the lows”. Starting and scaling a bank in today’s world isn’t for the faint of heart, but Chuck Williams has done it with clarity, confidence, and more than four decades of experience guiding his hand. In this episode of Travillian Next, hosted by Michael Perito, Head of Bank Strategy at Travillian, Chuck shares how Northpointe Bank pulled off the largest bank IPO in nearly eight years, navigated pandemic-era uncertainty, and continues to grow by staying true to client relationships and a tech-forward appr...
2025-05-0831 minTravillian NextDe Novo State of Mind: Two CEOs on their Innovative Journeys Growing New BanksStarting a bank from scratch might sound like a wild idea in today’s world, but for Lori Maley, CEO of Bank of Bird-in-Hand (Est. 2013) and Keith Costello, CEO of Locality Bank (Est. 2022), it was a calling. In this episode of Travillian Next, host Brian Love, Head of Banking & Fintech at Travillian, sits down with two De Novo bank CEOs who defied the odds to build something truly needed. From horse-and-buggy banking in Amish country to digital-first tools for South Florida entrepreneurs, their stories are wildly different but driven by the same thing: a deep belief in serving their co...
2025-05-0245 min
Travillian NextTrailblazers Ep. 3: Lee Easton of iDENTIFY Clears the Data Fog for Community BanksCuriosity, mentorship, and sushi…three things that might not seem connected, until you meet Lee Easton.In this episode of Travillian Next Trailblazers, host Keith Daly, Principal - Banking & Fintech Search at Travillian, sits down with Lee Easton, Founder of iDENTIFY, to talk about how a childhood mentor and a love for solving complex problems led Lee into the heart of one of banking’s biggest challenges: data.From building a unified data hub for community banks to navigating the industry’s slow shift to the cloud, Lee shares the up...
2025-04-2428 minTravillian NextProven Marketing Strategies to Help Community Banks Win Against Larger Competitors: A Conversation with Caleb Stevens, VP of Marketing at SouthState BankIn the latest episode of Travillian Next, Keith Daly, Principal of Banking & Fintech Search at Travillian, sits down with Caleb Stevens, Vice President - Marketing Manager of Capital Markets & Correspondent Banking at SouthState Bank, to discuss a topic often overlooked in the banking industry—marketing—and its crucial role in community banking. Together, they explore how community banks can leverage modern marketing strategies to stay competitive, from digital marketing to aligning sales and marketing teams.
2025-04-0242 minTravillian NextPart 2: Silvergate Bank’s Rise and Fall—Ben Reynolds on Banking, Stablecoins & Tokenized DepositsIn Part 2 of this Travillian Next conversation, we build on the lessons learned from Silvergate Bank’s rise and fall to explore how stablecoins and tokenized deposits could reshape the banking industry. What you'll learn in this conversation:How Silvergate’s experience informs the potential risks and rewards of digital assets in bankingWhat stablecoins and tokenized deposits mean for banks and payments systemsWhy banks need to adapt now to stay competitive in the world of digital financeHow BitGo’s MD Ben Reynolds (former President of Silvergate Bank) and Michael Perito, Travillian’s Head of Bank Strategy, break do...
2025-03-2730 minTravillian NextMergers, Money, and Missing Talent: What Bank CEOs Are Facing – 1st Colonial Community Bank CEO Bob White Shares His Expertise“This business is still people-driven.”In this episode of Travillian Next, Travillian’s Michael Perito, Head of Bank Strategy, and Brian Love, Head of Banking & Fintech, sit down with Bob White, 1st Colonial Community Bank CEO, for a no-nonsense look at what’s shaping the banking industry today. From the battle for top commercial banking talent to the evolving role of technology, the conversation highlights the challenges and opportunities facing financial institutions.Bob shares what he looks for when hiring, why internal training programs matter, and how mergers can be a smart tal...
2025-03-1240 min
Travillian NextTrailblazers Ep. 2: Can AI Fix Banking Compliance? Co-Founder Kalyani Ramadurgam Thinks SoWelcome back for episode 2 of Travillian Next Trailblazers! In this episode, host Keith Daly, Principal - Banking & Fintech Search at Travillian, sits down with Kalyani Ramadurgam, CEO and Co-Founder of Kobalt Labs, to explore her transition from AI researcher at Stanford University to fintech entrepreneur. Join Keith and Kalyani as they discuss how Kobalt Labs is using AI to streamline compliance, the pivotal role of customer feedback in shaping the platform, and the unexpected challenges that led to major pivots. Kalyani also shares insights from engaging with 200+ compliance officers and her vision for the...
2025-03-0324 minTravillian NextCommunity Banks Can’t Ignore This Crypto Shift—Here’s WhyIn this episode of Travillian Next, Travillian host Keith Daly, Principal - Banking & Fintech Search, and Gene Yoshida, an Independent Risk and Compliance Consultant who advises Banks and Fintechs, dive into the fast-moving world of stablecoins and what they mean for banks and fintechs. With regulation still taking shape, can community banks afford to sit this one out? Gene breaks down where stablecoins are headed, why risk management is non-negotiable, and how digital asset firms are eyeing partnerships with traditional banks. If you want to understand the future of money movement, this one’s wo...
2025-02-2621 minTravillian NextThe Recruiter, the CEO & the CIO: How MidWestOne Bank Built Its Tech FutureMidWestOne Bank is a $6.2 billion in assets community bank with a footprint spanning from Denver to Minnesota to its home base in Iowa. As the bank's technology needs evolved, it became clear that the bank had outgrown its existing talent structure. But when is the right time to bring in a CIO—and how do you find the right leader to drive meaningful change? In this conversation, hosted by Brian Love, Head of Banking & Fintech at Travillian, MOFG leaders share their journey from recognizing the need for a CIO to executing an executive search th...
2025-02-2035 min
Travillian NextTrailblazers Ep. 1: Nikhil Lakhanpal & Narmi Continually Challenge the Status Quo in Community BankingIntroducing Travillian Next Trailblazers: The Story Behind the Journey! The Trailblazer Series will dive deeper into the personal story of fintech founders, detailing how they started & grew their company in the face of rejection, resistance, and constant challenges. The life of an entrepreneur can be thrilling, disappointing, risky, rewarding, fulfilling, and of course stressful. The Trailblazer series will focus on the peaks and valleys of the journey with insights and advice for the listeners.
In our first episode, host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Nikhil Lakhanpal, co-founder of Narmi, to explore...
2025-02-0525 minTravillian NextTalent Talk Unfiltered: Visionaries Vs. DoersIn this episode of Travillian Next, Travillian's Brian Love, Head of Banking & Fintech, Keith Daly, Principal, Banking & Fintech Search, and Michael Perito, Head of Bank Strategy, break down what’s ahead for banking and fintech in 2025. With their sharp expertise and lively personalities, they make the tough topics—like succession planning, tech-driven leadership, and the demand for top-tier CFOs—sound anything but boring.
The trio breaks down why community banks need to balance big-picture vision with real-world execution, while also stressing the need for fresh strategies in risk management. Packed with insights and a few laughs, this episod...
2024-12-1130 minTravillian NextNever a Dull Moment: Ryan Goldberg’s Journey to Leading One of America’s “Top Credit Unions,” DFCU FinancialEarlier this year, Newsweek named DFCU Financial one of America’s Top Credit Unions. In this episode of Travillian Next, Brian Love, Head of Banking & Fintech at Travillian, was lucky enough to sit down with DFCU’s President & CEO, Ryan Goldberg, to uncover the story behind the bank’s success and what some would consider “his bold career moves.” What drives a leader to leave a memorable career in community banking and take on the unique challenges of the credit union world?
They discuss DFCU’s strategic growth through M&A, the approach to leadership and mentorship, and how they...
2024-12-0530 minTravillian NextNEXT Forum: Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares IncThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ.
Day of Education – Session #8
Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares Inc - The always colorful, passionate and genuine Johnny talks about the interesting journey of Home Bancshares, provides market commentary and shares stories that shaped his career and life.
This conversation is available on Spotify and Apple Podcasts.
Speaker:Johnny Allison - Chairman/CEO/Co-Founder, Home Bancshares, Inc.
Moderators:Joe Fenech, Founder and CIO, GenOpp Capita...
2024-11-1547 minTravillian NextFrom Sea to Shining Sea: Where a Flurry of Red Victories Leaves the Bank M&A and Capital PipelinesJoin us for this can’t miss episode of Travillian Next with Scott Studwell, Stephens' Head of U.S. Depositories and Co-Head of Equity Capital Markets, and Frank Sorrentino, Managing Director at Stephens, as they join our own Michael Perito, Travillian’s Head of Bank Strategy, to discuss what the current outlook for bank M&A and capital issuing looks like post election. The political red wave that took over Washington D.C. over the past week leaves bank investors clearly optimistic about the outlook for the banking industry, although what does this mean for bank M&A and capi...
2024-11-1434 minTravillian NextNEXT Forum: Shhh...Talking Politics in a SpeakeasyThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ.
Day of Education – Session #7
Shhh...Talking Politics in a Speakeasy - Tip a glass to the upcoming election, and gain invaluable insights about how the banking industry should prepare for either outcome.
Panelists:
Trey Maust, Executive Chairman, Lewis & Clark Bancorp
Pat Ryan, President & Chief Executive Officer, First Bank
Mary Kissel, EVP and Senior Policy Advisor, Stephens, Inc
Moderator:Mike Perito, Head of Bank Strategy, Travillian
2024-10-2645 minTravillian NextFall 2024 - ConferenceMANIA: The Restless Travels of American Fintech Council CEO, Phil GoldfederIn the latest episode of Travillian Next, Keith Daly, Principal, Banking & Fintech Search at Travillian, speaks with Phil Goldfeder, CEO of the American Fintech Council. From Atlantic City to Utah to NYC to DC to Vegas – you never know exactly where he will be, but one thing is for sure, Phil is fighting tirelessly in the trenches for his members. Travillian is proud to be a Strategic Partner with the AFC to help educate and advocate for responsible and sound public policy so innovation at small banks and fintechs will not be stifled.
In this chat, Phil gi...
2024-10-2421 minTravillian NextThe Certainty of Uncertainty: Hedging Strategies for BanksIn this episode of the Travillian Next, host Michael Perito, Head of Bank Strategy at Travillian, speaks with Isaac Wheeler, Managing Director, Head of Balance Sheet Strategy at Derivative Path, about the current state of interest rate hedging strategies in the banking sector. At a time of heightened rate uncertainty, it’s important to understand all the tools available to help reduce rate risk and free up human and financial capital to focus on growing the bank in a challenging competitive environment.
This conversation is available on Spotify and Apple Podcasts.
Key points covered:
Im...
2024-10-2315 minTravillian NextNEXT Forum: Double Down on Your Balance Sheet StrategyThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.
Day of Education – Session #6
Double Down on Your Balance Sheet Strategy - Two of the foremost experts in community bank balance sheet management reveal their perspectives and strategies for navigating risk and staying financially sound in today's volatile market.
Panelists:Scott Hildenbrand, Head of Depository Fixed Income, Piper Sandler
Brian Leibfried, Head of Bank Insights, Performance Trust Capital Partners
Moderators:Mike Perito, Head of Bank Strategy, Trav...
2024-10-1841 minTravillian NextNEXT Forum: Go Back Three Spaces: Reflecting on the State of Embedded FinanceThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.
Day of Education – Session #5 Go Back Three Spaces: Reflecting on the State of Embedded Finance - A discussion covering the risks, rewards and current opportunities for community banks pursuing an embedded finance strategy.
This conversation is available on Spotify and Apple Podcasts.
Panelists:
Robert Keil, Chief Fintech Officer, FinWise Bank
Stanley Orszula, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
Emily Reisig, SVP, Emprise Embedded Strategic Relationship Leader, Emprise Bank
Moderators:
Jeff Nowicki, Chief Ba...
2024-10-1635 minTravillian NextNEXT Forum: Bank Empire: M&A and Capital PursuitsThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.
Day of Education - Session #4
Bank Empire: M&A and Capital Pursuits - Perspectives from industry experts on M&A and Capital considerations for banks and credit unions.
This session is also available on Spotify and Apple Podcasts.
Panelists:
Frank Sorrentino, Managing Director of Investment Banking, Stephens, Inc.
Jeff Cardone, Partner, Luse Gorman
Jake Dalaya, Chief Strategy Officer, Capital Bank
Moderators:Brian Love, Head...
2024-10-0944 minTravillian NextNEXT Forum: Running with the High Rollers: Investment SessionThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ
Day of Education - Session #3
Running with the High Rollers - Hearing from notable public and private bank investors in the space will help banks understand how to best story tell and develop strategies that are relevant and proven
Panelists:Joe Fenech, Founder and CIO, GenOpp Capital Management
Sundeep Rana, Managing Principal, Castle Creek Capital
David Honold, Principal, Patriot Financial Partners
2024-10-0840 minTravillian NextJoin Us in Supporting Hurricane Helene Relief EffortsIn the latest episode of Travillian Next, host Brian Love, Head of Banking & Fintech at Travillian, sits down with community bankers from North Carolina and Tennessee to discuss the profound impact of Hurricane Helene.
The storm has left a trail of devastation, affecting countless families and businesses in its wake. At the time of this release, the death toll has reached over 230 individuals with hundreds more still unaccounted. Financial costs could total over $30 billion and the rebuilding of these communities will take years.
Our guests, Lynn Johnson, Chief Operating Officer, EVP at North Carolina Banker’s A...
2024-10-0718 minTravillian NextNEXT Forum: Talent Management MonopolyThe 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ
Day of Education - Session #1
Talent Management Monopoly - Join Compensation experts in a lively session on the lifeblood of every bank…its people. Recruiting, Topics will include retention, succession and compensation.
This session is also available on Spotify and Apple Podcasts.
Moderator:
Paul Davis, Founder, The Bank Slate
Panelists:
Flynt Gallagher, President, Compensation Advisors, Newcleus
Brian Love, Head of Banking and Fintech, Travillian
...
2024-10-0236 minTravillian NextWhere a Wild Election Season Stands Today: Insights from Policy Strategist Brian GardnerJoin Michael Perito, Travillian’s Head of Bank Strategy, and Brian Gardner, Chief Washington Strategist at Stifel Financial Corp., as they discuss the current state of the Presidential election, and what the eventual outcome could mean for the Banking industry.
This conversation is also available on Spotify and Apple Podcasts.
It has been an unusual summer of political headlines, but just how close does the Presidential race stand today? The conversation with Brian covers many topics, ranging from debate takeaways, specific elements of Trump’s 2016 policies which turned out to be pro-bank, the FDIC brokered depo...
2024-09-1825 minTravillian NextInnovation is a Peach: Georgia's Community Banks Strive to Stay CompetitiveAre you curious about how community banks are staying ahead in the fintech game? Chris Stanley and Christian Ruppe, co-chairs of the Innovation Committee for the Community Bankers Association of Georgia (CBA of Georgia), are at the forefront of this mission. They’re driving tech adoption among local banks, ensuring they remain competitive in an ever-evolving financial landscape. From monthly fintech updates to partnerships with key organizations like Advanced Technology Department Center (ATDC) and the Georgia Fintech Academy, they’re making sure no bank is left behind.
Tune into this Travillian Next episode for an in-depth conversation where Chris and...
2024-08-2822 minTravillian NextBank Sentiment Turning? What We Learned from Second Quarter EarningsIn his Travillian Next debut, Michael Perito, Travillian’s Head of Bank Strategy, discusses second-quarter bank earnings with David Feaster, Senior Analyst of Raymond James. Bank stocks have rallied over the past couple of weeks, and optimism around NIM inflection and accelerating M&A pipelines seem to be building as we look towards the second half of 2024.
The conversation with David covers many topics, notably bank investor’s expectations pre-quarter, commercial real estate credit trends and the impact forward rate expectations can have on earnings revisions and valuations. David notes that improving sentiment amongst bank invest...
2024-07-3119 minTravillian NextRevamping Community Banks: The Power of Product Management with SouthState’s Chris NicholsIn this Travillian Next episode, Chris Nichols, Director of Capital Markets at SouthState Bank highlights the crucial role of product managers in community banks.
Chris points out that a lack of focus on product development and customer experience leads to underperformance. He stresses the need for hiring skilled individuals in marketing and finance and encourages banks to collaborate with core providers on new products and technologies. The discussion ends by emphasizing the importance of training and talent development for successful product management.
Travillian Host: Keith Daly, Principal - Banking...
2024-07-2320 minTravillian NextName That Bank! A Fun Game Show for Banking "Geeks"Name That Bank! A show for bank geeks, made by bank geeks...
Join us for an exclusive premiere of the Travillian-hosted game show—NAME! THAT! BANK! —featuring contestants Mandi Simpson, Partner at Crowe and Chris Mihok, Managing Director at KBW, who both have extensive networks with Southeastern US institutions, which is this week's focus region.
How Does It Work?
This game draws inspiration from the classic "Name That Tune," but with a twist: instead of tunes, it's all about naming banks! Brian Love, the charismatic host and Head...
2024-05-0915 minTravillian NextBank Board Insights Series Part VII: From Good to Great, Elevate Your Bank's Performance with Boardroom Mastery!In this Travillian Next episode, Indra Elangovan, Head of Strategic Advisory at Travillian, and James Stevens, Partner and Co-lead of Financial Institutions Group at Troutman Pepper, discuss effective board governance and board evolution in the banking industry. They highlight the key functions of a board, such as establishing purpose and strategy, selecting and evaluating management, determining risk appetite, ensuring compliance, and serving as ambassadors for the bank.
With the evolving landscape, the demands on board oversight have increased significantly, making board engagement in risk management and compliance crucial, especially in today's regulatory environment. They highlight how boards...
2024-05-0122 minTravillian NextBank Compliance Can Be A Real Pain! That's Why You Should Call Zane, CBO at American BankIn this episode of Travillian Next, Zane Smith, Chief Banking Officer at American Bank, discusses the Banking-as-a-Service (BaaS) industry and stresses banks' need for in-house expertise. He advocates for a shift towards banks assuming responsibility for risk and compliance, rather than relying on middleware providers. Smith also addresses talent needs in the BaaS space, emphasizing strategic planning for growth. He highlights the importance of banks innovating within safety and soundness frameworks, urging a return to basics.
Travillian Host: Keith Daly, Head of Tech & Innovation
Key Takeaways
Banks need...
2024-04-2532 minTravillian NextCredit Unions Buying Community Banks: Motives, Misconceptions, and More on the Horizon – A Conversation with Deal Attorneys Michael Bell and Jeffrey CardoneJoin us for the latest episode of Travillian Next, where Brian Love, Head of Banking & Fintech at Travillian, dives into the hot topic of credit unions acquiring community banks.
In this discussion, Brian sits down with Jeffrey Cardone, Partner and Attorney at Luse Gorman, PC, and Michael Bell, Partner at Honigman LLP, to explore the dynamics of these acquisitions. They shed light on the roles played by all parties involved and the hurdles they encounter along the way.
But that’s not all – they also zoom out to examine the broader landscape of mergers and acquisitio...
2024-03-2046 minTravillian NextBack to BaaSics with Lincoln Savings Bank's CEO Sean Willett & Executive Chairman Sally HollisWhen Lincoln Savings Bank and its Chairwoman, Sally Hollis, began their CEO search in the summer of 2023, they embarked on a journey to find someone who could blend the past, present, and future of the organization. With assistance from Travillian, Sean Willett was tapped to be the bank's new CEO. In this candid conversation with Brian Love, Head of Banking & Fintech at Travillian, Sean and Sally reflect on:
- How to preserve culture when adding a new Chief Executive Officer
- The bank's Board dynamics, best practices on succession planning and executive search
- How an "outsider" can be b...
2024-02-1536 minTravillian NextKeeping Up with Klaros: Influencing through Forward Thinking Regulatory Advice for Banks & FintechsModerators:
Patrick Cooney, Lead GRC Search Consultant Travillian
Indra Elangovan, Head of Strategic Advisory at Travillian
Konrad Alt, Co-Founder of Klaros Group
Michele Alt, Co-Founder of Klaros Group
Travillian Next is excited to announce our latest episode with Klaros Group’s Co-Founders, Konrad and Michele Alt, for an in-depth discussion on the regulatory landscape anticipated for 2024 within banking, fintech, and their governing boards. With extensive expertise in the financial services sector as legal professionals, regulators, advisors, and more, Konrad and Michele bring a wealth of knowledge to the table.
Travillian hosts Patrick Cooney, Lead GRC Search...
2024-02-0829 minTravillian NextM&A Trends & Outlook: A Q&A with Ted Rosinus, Managing Director at StephensIn the latest Travillian Next episode, Travillian hosts Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory, sat down with Ted Rosinus, Managing Director at Stephens for a thought-provoking discussion. Ted shares M&A insights from the intersection of investment banking and his banking background. Explore the latest deal trends, outlooks, M&A process, and the strategic utilization of M&A for a competitive edge. Gain valuable perspectives on talent strategies, succession planning, and PE trends through the M&A Lens.
3:56 Top Priorities for Banks in M&A
7:24...
2024-01-2635 minTravillian NextM&A Trends and Outlook: A Q&A with Ted Rosinus, Managing Director at StephensIn the latest Travillian Next episode, Travillian hosts Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory, sat down with Ted Rosinus, Managing Director at Stephens for a thought-provoking discussion. Ted shares M&A insights from the intersection of investment banking and his banking background. Explore the latest deal trends, outlooks, M&A process, and the strategic utilization of M&A for a competitive edge. Gain valuable perspectives on talent strategies, succession planning, and PE trends through the M&A Lens.
3:56 Top Priorities for Banks in M&A
7:24...
2024-01-2535 minTravillian NextThe Core for 2024: Community Banks Face Tough Decisions in the Coming Year2023 was a tumultuous year in the banking industry to say the least. Unexpected events early in the year forced bank executives to change course and focus on foundational issues such as liquidity and balance sheet management. However, strategic plans for digital upgrades and technology innovation are still mission critical issues.
In this Travillian Next episode, Keith Daly, Principal – Banking & Fintech Search at Travillian, sits down with Paul Davis, Director of Market Intelligence at Strategic Resource Management and Founder/CEO of the Bank Slate LLC. Paul has decades of experience analyzing and studying trends in community banking and hi...
2023-12-2131 minTravillian NextThe Power of People and Community Banks: Unveiling the Heart of Luther Burbank Savings BankIntroducing the latest episode of Travillian Next, featuring Dimitris Malisianos, Principal – Banking & Fintech Search at Travillian, and Simone Lagomarsino, President and CEO at Luther Burbank Savings Bank. Acquire invaluable perspectives into Simone's journey to leadership and explore the intricacies of Luther Burbank Savings Bank's Success story.
At Luther Burbank Savings Bank, success is driven by people. The bank is committed to delivering a straightforward, human-centered banking experience through genuine relationships built on trust, respect, and personalized expertise.
Introduction of Simone Lagomarsino 01:00 - 17:00
Culture: 17:00 - 20:32
Talent 21:27 - 31:49
Diversity and Inclusion: 30:54-35:44
California Banking 35:44 - 41:00
Insights on the current economic landscape an...
2023-12-1447 minTravillian NextThe Power of People and Community Banks: Unveiling the Heart of Luther Burbank Savings BankIntroducing the latest episode of Travillian Next, featuring Dimitris Malisianos, Principal – Banking & Fintech Search at Travillian, and Simone Lagomarsino, President and CEO at Luther Burbank Savings Bank. Acquire invaluable perspectives into Simone's journey to leadership and explore the intricacies of Luther Burbank Savings Bank's Success story.
At Luther Burbank Savings Bank, success is driven by people. The bank is committed to delivering a straightforward, human-centered banking experience through genuine relationships built on trust, respect, and personalized expertise.
Introduction of Simone Lagomarsino 01:00 - 17:00
Culture: 17:00 - 20:32
Talent 21:27 - 31:49
Diversity and Inclusion: 30:54-35:44
California Banking 35:44 - 41:00
Insights on the current economic landscape an...
2023-12-1450 minTravillian NextBank Talent Wars, The (Work) Force Awakens: How Tech is Shaping Bank's Talent StrategiesIn our latest Travillian Next episode, Charles Potts, EVP and Chief Innovation Officer at ICBA, joined our host, Brian Love, Head of Banking & Fintech at Travillian, , for a lively chat and some entertaining banter about tech's impact on banking efficiency.
This was a fun one with tons of "bank geek" banter, talk of flying cars and the hard-hitting facts! Use the guide below to read more about the topics discussed or use the time stamps next to the header to jump to which part interests you most.
(02:13) Technology's Role in Banking Efficiency
2023-11-1630 minTravillian NextAsk And You Shall Receive! Hot Topics in Banking with Banc of California COO, John SotoodehThe next exclusive Travillian Next episode features John Sotoodeh, Chief Operating Officer of Banc of California, in a one-on-one conversation with Travillian’s Dimitris Malisianos of our Banking & Fintech team. We threw everything but the kitchen sink at John in this topical, far-reaching conversation covering topics such as:
- Banc of California/PacWest Merger
- Deposit Generation
- Attracting Top Talent,
- Importance of Bank Culture
- M&A
- Market Outlook
- And More!
Video Index
00:20 | Introduction of John Sotoodeh
02:12 | Things You Oversee As A COO
03:01 | Banc of California and PacWest
04:09 | What Kind of Talent Banc of California Is...
2023-11-0933 minTravillian NextOptimism Amidst Uncertainty: What's Next for Bank Executives and Balance Sheets?Discover insights from industry expert Matt Resch, Founder of RT Partners, in our latest Travillian Next conversation with host Brian Love, Head of Banking & Fintech at Travillian.
Answers to key banking questions, including:
Talent: What does the Banking Executive of the Future look like?
M&A Dynamics: What are the consolidation trends now and in the near future?
Balance Sheet Strategies: How can banks think proactively to set themselves up for success?
Earnings Outlook: What are the early takeaways from Q3 bank performance?
Learn about the challenges and oppor...
2023-10-1923 minTravillian NextNavigating Challenges: A Candid Discussion with ICBA Panelists on the Vital Role of Community BanksExploring the Resilience of Community Banks Amid Macroeconomic Pressures we had an enlightening discourse with ICBA Panelists. We welcomed ICBA (Independent Community Bankers of America) - Ardent Advocates for Community Banks for a Perspectives-Sharing Session.
Brad Bolton, President & CEO of Community Spirit Bank, Sarah Getzlaff, CEO of Security First Bank of North Dakota and Jim Sills, President & CEO of Mechanics and Farmers Bank exchanged their perspectives on the evolving trends in deposit and lending pricing, regulations, GRC (Governance, Risk, and Compliance), cybersecurity, M&A and initiatives related to talent development.
Travillian Hosts: Indra Elangovan, Head...
2023-09-071h 00Travillian NextNever Underestimate the Power of Simplicity: A Conversation with InterBank President, C.K. LeeWith an incredibly diverse past in investment banking, private equity, and bank regulation, InterBank’s President and COO, C.K. Lee, is one of the industry’s most well-rounded executives. He joined InterBank three years ago, which has a distinct strategy around loan pricing and funding which is so simple yet so atypical in the bank space.
In an expansive dialogue, Brian Love, Head of Banking & Fintech at Travillian, asked Lee about his own career trajectory, what it’s like to land on Main St. from Wall St., how he manages his talent and succession planning, his though...
2023-08-1635 minTravillian NextPioneering the Future: The Confluence of Technology and BankingIt’s been a while since our last additions, but we are thrilled to introduce three new visionary banks to the Travillian Tech-Forward Bank Index by hosting an engaging group discussion with a C-level executive from each bank. These institutions epitomize the spirit of innovation and stand poised to be meaningful participants in an era of banking that is reshaping existing paradigms.
Chris Black, President & CEO of Thread Bank, Wade Peery, Chief Innovations Officer of FirstBank in TN, and Jimmy Stallings, President of Payments of Stride Bank shared their distinctive innovation journeys and vision for their banks, elaborated...
2023-08-1052 minTravillian NextFrom Pens to Pixels: Maximize Your Marketing Efforts for Customer GrowthGone are the days when a few pens and local newspaper ads suffice for marketing in the banking industry. In today's digital era, analytics and technology have become the backbone of retaining existing customers and attracting new ones for community banks and credit unions.
Join Keith Daly, Principal – Banking & Fintech Search, at Travillian, as he hosts a dynamic discussion featuring industry experts Alana Levine, Chief Revenue Officer at Fintel Connect, and Micah Davis, Chief Marketing Officer at Live Oak Bank. Together, they delve into the strategies necessary to compete in the relentless battle for deposits and customer rete...
2023-08-0332 minTravillian NextMission: Partnerships - Alignment of Talent, Culture and Tech Allow Banks to do the ImpossibleOn July 19, Travillian Next hosted a live webinar where we discussed critical issues facing community banks and credit unions, including fintech partnerships, vendor optimization, risk vs innovation, and building a culture of growth mindset and talent. Travillian's Brian Love, Head of Banking & Fintech Search, and Keith Daly, Principal – Banking & Fintech Search, spoke with some of the brightest minds and experts in the industry for this dynamic chat.
Panelists:
Patrick Sells – Co-Founder True Digital
Matthew Smith – Chief Digital Banking Officer; Head of Enterprise Product, Marketing, & Transformation at Webster Bank ($75B in Assets)
Danielle Doyle – Chief Innovation Officer at Atlantic Union Bank ($2...
2023-07-271h 04Travillian NextIt's Time for the Tough to Get Going: Banking in 2023 - An Investment, M&A, and Regulatory PerspectiveRecent developments in the bank sector have led to confusion and uncertainty about the road ahead. In this wide-ranging and timely discussion with Travillian’s Head of Banking and Fintech, Brian Love, our panelists, including Bob Toma from Raymond James, John Reichert from Reinhart, and Joe Fenech from GenOpp Capital Management share their insights on the current state of bank fundamentals, thoughts on the outlook for M&A, the changing investment and regulatory landscape, and the outlook for regional and community bank stocks.
2023-07-061h 12Travillian NextA Banking & Fintech PR Perspective: People & Communication Make the Bank Go RoundScott Mills, the President of the highly renowned William Mills Agency, stands at the helm of one of the most prominent public relations and marketing firms specializing in the financial services industry. Recently, Scott engaged in a conversation with Brian Love, Head of Banking & Fintech at Travillian, shedding light on how reputational risk is alive and well, as evidenced from bank failures earlier this year.
As the landscape of the banking sector evolves, it becomes increasingly crucial for banks to proactively address potential crises and prioritize the cultivation of unwavering loyalty among their customers in times when confidence begins...
2023-06-2226 minTravillian NextLearn from the Best: Choice Bank’s Talent Strategy for Building a Dream TeamAre you ready to redefine talent acquisition and unleash the power within your organization?
Step into the world of banking, where the pursuit of talent consumes the thoughts of all. It's a constant quest to find exceptional individuals, to hold onto those vital team members, and to nurture the rise of future leaders. In the heart of North Dakota, at Choice Bank, Samantha Berg serves as the Chief Human Resources Officer, tackling these substantial challenges with unwavering confidence and an innovative approach.
Join us on this episode of Travillian...
2023-05-1829 minTravillian NextThe Future of Cross-Border Transactions: Faster, Cheaper, and Revolutionized by CBDCsIn his Travillian Next debut, Dimitris Malisianos, Principal, Banking & Fintech Search, engages with two recognized influencers and advocates of payments, innovation, and fintech: Jason Mikula, Publisher of Fintech Business Weekly and Managing Director of 312 Global Strategies BV and Panagiotis Kriaris, Commercial Director, and Head of Business Development at Unzer.
Their discussion focuses primarily on cross-border payments, which are essential in international trade, investments, and remittance. Although there are advancements being made, the pace of progress varies depending on the country. Additionally, further challenges arise around regulation, risk management, fees, currency fluctuations, and processing time.
2023-04-2638 minTravillian NextLessons Learned: Insights from an Ex-FDIC Regulator on Navigating Bank CollapsesAlexander Rolfe, a former FDIC Official and current Managing Director at JCSmithAdvisors, recently joined Travillian’s Head of Banking & Fintech, Brian Love, and Head of Strategic Advisory, Indra Elangovan, to discuss the failure of Silicon Valley Bank. Drawing on his experience as a bank examiner, Rolfe provides valuable insights into the regulatory environment and the risk landscape of banking, as well as potential impacts on banks from FDIC insurance and deposit flows. He also offers his thoughts on the future talent and skill requirements for the banking industry.
2023-04-0329 minTravillian NextThinking Big, Acting Small: A Conversation with SouthState Bank’s CEO John CorbettSouthState’s John Corbett is among the most respected CEOs in the banking industry today. In this discussion with Travillian’s Head of Banking and Fintech, Brian Love and GenOpp Capital Management’s CIO, Joe Fenech, Corbett recounts the story of his career, growing a de novo community bank in central Florida two decades ago to the southeast regional force that SouthState Bank is today. Along the way, we gain insight into a managerial style that prioritizes innovative and creative thinking, teamwork, the importance of culture, the value of humility, “thinking big” while “acting small”, and how to manage through a crisis a...
2023-03-2958 minTravillian NextThe Fight for FinTechs & BaaS Banks in DC: A Conversation with Phil GoldfederThe turmoil in the banking system over the past month will certainly lead to new legislation & regulatory oversight. It is crucial to have advocates in Washington to ensure your story and preferences are heard, especially for smaller firms such as fintechs and BaaS Community Banks.
Phil Goldfeder took over as CEO of the American Fintech Council less than a month ago and was thrown right into the fire. Phil has a unique and impressive background to handle such a volatile time in the markets. He has been on the government side, working for both Michael Bloombe...
2023-03-2421 min
Travillian NextHigh Valued Banks Video Series Continued: A Conversation with Stock Yards’ Ja Hillebrand and Lake City’s David FindlayContinuing with Travillian Next's video series highlighting the nation’s highest-valued publicly traded banks, Brian Love, Head of Banking & Fintech at Travillian, and Joe Fenech, Chief Investment Officer at GenOpp Capital Management, speak to Stock Yards Bank & Trust CEO, Ja Hillebrand and Lake City Bank CEO, David Findlay.
Recorded just prior to recent events impacting the banking industry, this insightful discussion touches on the consistent, disciplined approach employed by each bank, enabling them to thrive through the business and economic cycle. As our nation’s banks navigate through an increasingly challenging operating environment, this is a timely disc...
2023-03-231h 12Travillian NextThe Essence of Balance Sheet Management has Dramatically ChangedFrom the lens of an astute and forward-thinking balance sheet strategist, the root cause of the crisis goes beyond interest rate risk. This observation comes from none other than Scott Hildenbrand, Chief Balance Sheet Strategist at Piper Sandler, who engaged in an electrifying discussion with Travillian's Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory.
Scott revealed the intricacies of the balance sheet that work for today’s world of banking, addressing changes in customer behavior and products. Scott shares his insightful perspectives on large banks versus small banks and the government’s mode of oper...
2023-03-2125 minTravillian NextThe Power of Financial Leadership: Could a Different CFO Have Saved These Banks from Collapse?Andy Borrmann is a truly strategic CFO, having come from a non-traditional upbringing (in investment banking and sell-side analysis) before finding a home as a CFO in community banking, at Southcrest Bank and Colony Bank. Andy sat with Brian Love, Head of Banking & FIntech at Travillian, to talk through the evolution of the CFO role since the 2008-09 financial collapse and how the role continues to evolve, especially given the backdrop of the liability-induced bank failures of SVB and SBNY.
2023-03-1515 minTravillian NextSVB/SBNY – Insiders Take on the Lead Up to Failure, Auction Process and Suggested FDIC Insurance RevisionsWith the credible perspective very few possess, Hernan Hernandez sheds light on this past weekend’s wild events which shockingly led to Silicon Valley Bank and Signature Bank failing. Joined by Travillian hosts, Brian Love and Indra Elangovan, Hernan tries to piece together what the FDIC may have missed and gives gives a behind-the-scenes view of the fair auction, bidding process and how this event may change banking sector fundamentals like deposit flows and liquidity risks. Also tune in to hear Hernan’s hot takes on potential changes to the FDIC’s insurance policy.
Video Index
0:20 ...
2023-03-1528 minTravillian NextCommunity Banks & The Battle for Fee IncomesAs the fight for fee income intensifies, community banks are looking for new ways to compete in an ever-changing landscape. Larger banks are eliminating overdraft, ATM, and other fees that will drastically hurt the bottom lines of community banks. Moreover, government agencies have suggested it may be cracking down even more on fee income.
Keith Daly, Principal of Banking & Fintech Search at Travillian, sat down with Damon Magnuski, Founder and CEO of Acceleron Bank, to delve deeper into these topics. Acceleron Bank is a digital firm that partners with community banks and credit unions to offer FX...
2023-03-0818 minTravillian NextA Fintech / Bank Relationship Shouldn’t Be a Pain in the BaaSIn the dynamic world of banking and fintech partnerships, collaboration is key to achieving success and growth. Similar to the importance of building strong relationships in your personal life, BaaS Bank and Fintech partners must align on major strategic decisions to establish a solid foundation for their partnership.
Join Keith Daly, Principal, Banking & Fintech Search at Travillian, as he sits down with two industry leaders, Adam Watts, President & COO at Save and Chris Rigoni, Senior Managing Director, Head of Enterprise Payments, BaaS Sales & Implementation at Webster Bank, to explore why their partnership has been flourishing and to...
2023-02-2226 minTravillian NextTalent, Growth, and Culture: Looking at the Industry from SmartBank's POVSmartBank's exceptional track record as a premier financial institution for over a decade has positioned it as an exemplary model for community banks seeking to nurture and invest in their own workforce. With a strong focus on talent development and employee retention, SmartBank has implemented a variety of internal mentorship and leadership initiatives to develop and empower emerging leaders. Further, their unique focus on acquisitive and organic growth in the southeast (namely their home state of Tennessee) has proven quite successful.
Brian Love, Head of Banking and Fintech at Travillian, joined SmartBank's Billy Carroll, President & Chief Executive O...
2023-02-1429 minTravillian NextThe Green Scene: Cannabis and Community BanksAs the legal cannabis market continues to grow, many community banks and credit unions are looking for ways to support this thriving industry. Banking cannabis brings its own set of challenges and regulations, but with the right partners, it can be a lucrative opportunity for financial institutions. Cannabis is now legal for recreational use in 21 states, and DC. Furthermore, it is approved for medical use in 37 states.
Green Check Verified, works with numerous banks and credit unions all over the country to help them navigate the complexities of cannabis banking. The team of experts has years of ex...
2023-02-0819 minTravillian NextHow Banks Can Navigate Gray Skies and Seize Opportunity in 2023Nate Mittag and Frank Sorrentino, Managing Directors of FIG at Stephens, joined Brian Love, Head of Banking and Fintech at Travillian, in a conversation about the state of the community banking space in 2023. Economic uncertainties around AOCI, credit and equity have altered some banks’ strategies but Nate and Frank share their thinking on opportunities for banks to plant seeds, think introspectively, and stand out among their peers. The discussion also covers timely topics like M&A, capital raising, share repurchases, tech investments and talent.
2023-01-2535 minTravillian NextThe State of Payments, According to Tom Bell, CEO of MaastTravillian is excited to welcome industry-veteran Tom Bell, CEO of Maast, to discuss the payments ecosystem in a new episode of Travillian Next. Bell’s accomplished career spans decades and includes influential roles like EVP, Corporate Strategy at First Data and CEO of Bank of America’s Merchant Services division. Bell introduces Maast and how the Synovus Bank-backed “Money-as-a-Service” initiative marks a new, innovative player in embedded finance. We also get Bell’s take on what an idea like Maast takes from a talent, skillset, and strategy perspective.
2022-12-2026 minTravillian NextCEOs Of The Highest Valued Banks Reveal Their Recipe For SuccessTwo of the most well-respected CEO’s in the banking industry – Community Bank System’s Mark Tryniski and ServisFirst Bancshares’ Tom Broughton – join Brian Love, Head of Banking & Fintech at Travillian, and Joe Fenech, Managing Principal of SMBT Consulting, LLC, for an insightful discussion on the approach employed by each bank on their path to success and other observable traits of the nation’s highest valued public banks.
This wide-ranging conversation touched on a number of topics, including the value of core funding, operating in metro vs. non-metro markets, the importance of maintaining discipline, thoughts on M&A, culture...
2022-12-191h 07Travillian NextThe State of Payments, According to Tom Bell, CEO of MaastTravillian is excited to welcome industry veteran Tom Bell, CEO of Maast, to discuss the payments ecosystem in a new episode of Travillian Next. Bell's accomplished career spans decades and includes influential roles like EVP, Corporate Strategy at First Data, and CEO of Bank of America’s Merchant Services division. Tom introduces Maast and how the Synovus Bank-backed “money-as-a-service” initiative marks a new, innovative player in embedded finance. We also get Bell's take on what an idea like Maast takes from a talent, skillset, and strategy perspective.
2022-12-0726 minTravillian NextBanking on an Embedded Future: A Conversation with Sarah Howell, SVP Partner Programs at InfinantEmbedded Banking. Banking-as-a-Service. Embedded Finance. Whatever you want to call it, banks are both excited and skeptical about the recent upsurge in the adoption of this initiative. BaaS can lead to reaching underserved markets, increased deposit growth and fee revenue, and entering new geographies and hyper-specific communities. But it comes with risks and entering this space needs to be done cautiously and carefully.
Infinant, a Charlotte, N.C.-based technology company, offers a unique platform that is purpose-built for banks trying to pivot into BaaS. Brian Love, Head of Banking & Fintech at Travillian, sat down with Sarah Howel...
2022-12-0121 minTravillian NextCulture, Leadership & Employee Engagement: A Conversation with Todd Weiden, Founder & Principal at Saltee CoBrian Love, Head of Banking and Fintech at Travillian, is joined by Todd Weiden, Principal and Founder of Saltee Co. Weiden has nearly 20 years of experience as a rising star, most recently as Synovus' Director of Strategic and Business Transformation and previously as SunTrust's EVP of Branch Transformation. Todd recently established his consulting firm, Saltee Co, “that exists to BRING TO LIFE ideas + strategies that will permeate + preserve your organization, driving an incredible experience + growth for your team.”
2022-10-2019 minTravillian NextThe Alamo for Community Banks, a Conversation with Matthew Smith – Director of Strategic Initiatives for Independent Banks Association of Texas (IBAT)As with the Alamo, the opposition is coming from all angles these days for community banks: fintech’s, Mega Banks, Wall Street, Walmart, Big Tech, etc.…Innovation, BaaS, Fintech Partnerships & Technology will help community banks compete in a rapidly changing industry where mega banks have the advantage of investing billions into new products and tech.
Matthew Smith is a community banker at heart, having spent his entire career working in various high-level roles at community banks including Happy State Bank and First United Bank. Matthew is also a big fan of digital transformation, BaaS, Data Analytics, Embedded Fina...
2022-09-2922 minTravillian NextIs Your Bank’s Risk & Compliance Talent Focusing on the Right Things: A Conversation with Coastal Financial Corporation’s Curt Queyrouze & Andrew StinesRisk and Compliance has always been a critical function for community banks, especially so today when tech-forward banks are involved in complicated BaaS and embedded finance partnerships with fintechs and other vendors. An integral part of this foundation is recruiting and retaining top talent for the team.
Keith Daly, Director – Banking & Fintech at Travillian is joined by Coastal Financial Corporation’s President, Curt Queyrouze and Chief Risk Officer, Andrew Stines. As a leader & pioneer in BaaS with over 30 fintech partnerships, Coastal is at the forefront of innovation and technology advancements. With this success comes more scrutiny from the r...
2022-08-3123 minTravillian NextSuccession Planning: Be Proactive. Be Collaborative. And do it now.Brian Love, Head of Banking & Fintech at Travillian, and Jeff Cardone, Partner at Luse Gorman, chat primarily about how community banks should be thinking about their succession planning. Still an extraordinarily hot button issue, Cardone explains how the lack of succession is a key driver of M&A.
Topics discussed:
How succession planning drives community bank M&A.
Key decision makers and achieving buy-in during the process.
How banks are attracting diversity and ESG talent at the bank and on the board.
Jeff’s take on regulatory hot topics.
2022-08-2515 minTravillian NextTravillian Ridin' With The Fintech CowboysTune into our latest video where The Fintech Cowboys, Dave Mayo and Tanner Mayo, are lassoed into a compelling discussion with Travillian’s Keith Daly and Brian Love. They discussed:
The Bankers Helping Bankers (BHB) BaaS Association, launched by FedFis & Travillian earlier this year.
Talent needed at Tech-Forward banks to compete and grow in the current market
The Fintech Roundup Conference hosted by FedFis in early November
2022-08-0435 minTravillian NextHow Being a Tech-Forward Bank Impacts Your Bottom LineOn Thursday, July 7th, Travillian had the opportunity to speak with a trio of bank executives, each at different stages of their tech-forward journey. In a nod to their innovation accomplishments, Communities First Financial Corporation and Central Payments are also members of the Travillian NEXT Tech Forward Bank Index. And spoiler alert, it’s very likely First Fed will also join this select group in the near future.
Hosts Brian Love, Travillian’s Head of Banking & Fintech, and Joe Fenech, Chief Investment Officer at GenOpp Capital Management, led a stimulating discussion with First Fed President and CEO Matt...
2022-07-1359 min
Travillian NextValue Creation and M&A: How Johnny Allison’s Home Bancshares Became A Top PerformerJohn Allison, Chairman and CEO of Home Bancshares, is one of the great value creators in the bank sector over the past 3+ decades. Through the lens of his experience, Mr. Allison speaks to the issues confronting the banking sector today and discusses with our moderators the key attributes that have driven the success of Home Bancshares, one of the nation’s top-performing and highest valued publicly traded banks. See below for an index, outlining the topics discussed by our moderators, Brian Love, Head of Banking & Fintech at Travillian, and Joe Fenech, Chief Investment Officer at GenOpp Capital Management, and ou...
2022-06-1551 minTravillian NextWhy This Digital Banker Wears a Hat: A Conversation with Christian Ruppe, VP of Digital Banking at Horicon Bank & Founder of MonottoHoricon Bank, a 125-year-old bank based in Wisconsin, made a unique decision to acquire a fintech, Monotto, thereby acquiring its’ founder, Christian Ruppe, to become the bank’s innovation lightning rod. Travillian's Head of Banking & Fintech, spoke with Christian, now the VP of Digital Banking at Horicon Bank, to discuss the importance of fostering innovation and diversity within organizations and laying the foundation for success as a young entrepreneur.
2022-05-1116 min
Travillian NextFintechs, From Founding to Funding, a Conversation with Cameron Peake, Partner at Financial Venture StudioFintech has only scratched the surface in terms of its capabilities, so it’s not surprising that the number of startups dedicated to this burgeoning space is growing. Travillian's Keith Daly, Director – Banking & Fintech Search, spent some time with Cameron Peake, Partner at Financial Venture Studio, to discuss how she is helping entrepreneurs to navigate the fintech startup terrain.
As the co-founder of digital banking app Azlo before making the leap to VC, Peake is uniquely suited for the task. She possesses an uncanny ability to approach a fintech startup from both sides of the industry fence.
2022-05-0523 min
Travillian NextAll About the BaaS: A Conversation with Kate Drew, Director of Research at CCG CatalystBanking-as-a-Service has exploded over the past few years and will continue to grow at a rapid pace going forward. In honor of International Women's Day, Keith Daly, Director of Banking and Fintech Search at Travillian, sat down with Kate Drew, Director of Research for CCG Catalyst and one of the Top 100 Women in Fintech in 2021, for a dynamic chat on the current trends and future needs for community banks as they embark on their BaaS journey.
From talent to technology, community banks offering BaaS services will benefit greatly from investing in the future. Currently, there are less...
2022-03-0822 minTravillian NextA Conversation with JAM FINTOP: Blockchain & Community BanktechTravillian NEXT proudly welcomes:
Adam Aspes – General Partner at JAM Special Opportunity Ventures, LLC
Matthew Kelley – Director at JAM FINTOP Bank Network
Ryan Zacharia – General Partner at JAM Special Opportunity Ventures, LLC
What technology should community banks be focused on in 2022 and beyond? How will talent adapt to new technology? JAM FINTOP is helping financial institutions proactively identify, invest in, and implement the right technology so they can more effectively compete and serve their customers. JAM FINTOP’s Banktech & Blockchain fund partners include 79 community banks with a combined asset value of $1 trillion. The fu...
2022-02-0235 minTravillian NextSaddle Up with FedFis & The Fintech Cowboys, a Conversation with Bobby ButtonKeith Daly, Director Banking & Fintech Search at Travillian throws on the cowboy hat and sits down with Bobby Button, SVP, FinTegration Strategy & Sales at FEDFIS. FedFis is a financial institutions data analytics and strategy system which tracks Financial, M&A, and Vendor data (including technology vendors) on every bank and credit union in the United States. Dave Mayo and Tanner Mayo are CEO and President of FedFis and are known as the FinTech Cowboys. Tanner & Dave also founded the FI FinTech Movement and the FI FinTech Roundup, where innovative community bankers gather to save community banking by creating better hard...
2021-12-2118 minTravillian NextBanking for Fintechs, A conversation with Wenni Wu at Piermont BankKeith Daly, Director - Banking and Fintech Search at Travillian, sits down with Wenni Wu, Head of Customer Experience & Marketing at Piermont Bank. Speaking from Piermont's headquarters in Midtown Manhattan, topics include:
BaaS & Credit Banking
Fintech Partnerships
Technology
2022 trends
In mid-2019, Piermont Bank exploded onto the banking scene as a de novo, digital commercial bank. Showcasing an innovative culture and the agile technology to scale & adapt within the rapidly changing fintech sector, they have grown to $350M+ in assets and now have over 30 fintech partner clients.
2021-12-0921 minTravillian NextCommunity Banks & BaaS: How Synctera is Simplifying Fintech PartnershipsKeith Daly, Director – Banking & Fintech at Travillian, sits down virtually with Peter Hazlehurst, Co-Founder & CEO at Synctera & Kevin Herrington, President, CEO and Chairman at Lineage Bank.
The topics discussed include:
Synctera’s BaaS technology to assist community banks & fintechs partner quicker and efficiently.
The keys to a successful partnership such as Lineage Bank & Synctera.
How community banks can streamline compliance, operations, & risk with fintech partners.
Industry trends as we quickly head towards 2022.
2021-11-2335 min
Travillian NextA Match Made in Digital: The Evolving Partnership of Fintechs & Community BanksTravillian hosted a webinar with two executive leaders in the evolution of banking on November 10, 2021.
Panelists:
• Brian Johnson – President, CEO, & Director, Choice Financial Bank
• Nikhil Lakhanpal – Co-Founder, Narmi
Choice Financial Group
• Headquartered in Fargo, North Dakota, Choice Financial Group is a $3.2B community bank and the #1 Ag bank in North Dakota. Since 2017, Choice has invested heavily in their BaaS Division, Choice Fin, and have partnerships with well-known fintechs such as: Current, Lively, and Lili.
Narmi
• Founded in 2016 with HQ in NYC, Narmi partners with financial institutions to deliver superior di...
2021-11-1046 minTravillian NextTravillian Tech-Forward Bank Index: Coastal Financial Corp.The Travillian Tech-Forward Bank Index was created to identify a select group of banks that are best positioned at the convergence of traditional banking and fintech. We are producing a series of reports highlighting banks on the index that will help provide a better understanding of the unique culture, value system, leadership, and decision-making processes that have positioned these institutions as the thriving industry leaders.
This is the story of Everett, WA headquartered Coastal Financial Corp.
2021-09-2351 min
Travillian NextPandemic Fatigue & Bitcoin Rewards - A Conversation w/ Casey Christopher – Chief Empowerment Officer @ Quontic BankHard to believe, but It has been close to a year since Covid completely disrupted the lives of almost everyone on the planet. Over this period, new challenges have forced companies to adapt and find new ways to provide services to their customers and employees. In this episode of Travillian NEXT, Keith Daly of The Travillian Group sits down with Casey to discuss how Quontic Bank has adapted – From recruitment & retention to mental health, Casey has found new ways to keep employees engaged and morale high. Also, Quontic made news late last year as the first FDIC insured financial institu...
2021-02-2530 min
Travillian NextTravillian NEXT : Digital Banking 3.0 – A Conversation with Chris Tremont, EVP Virtual Banking @ Radius (Now LendingClub)For the last several years, Boston-based Radius Bank had been a popular name in banking, due to their transformation from sleepy community bank to an innovative player committed to mobile-centric banking and unique fintech partnerships. They became even more prominent when it was announced in early 2020 that well-known fintech LendingClub was to acquire them, a game-changing transaction that has recently closed. For Chris Tremont, Radius’ EVP of Virtual Banking, and his team, a new era has begun. In this episode, Keith and Chris discuss the bank’s evolution, transforming the bank into an innovative leader and pioneer in community bank...
2021-02-1130 min
Travillian NextTravillian NEXT - Digital Banking 3.0 – A Conversation with Jeffery Kendall, CEO of NYMBUSJeffery Kendall, Chief Executive Officer at NYMBUS, joins Keith Daly, Executive Recruiter, at The Travillian Group, for dynamic chat on the current trends in banking & fintech and what the future holds as banking rapidly evolves in the digital age. NYMBUS is a cloud-based ecosystem that helps banks and credit unions transform their capabilities and drive value in today’s digital marketplace. A revolutionary alternative to the legacy business model, NYMBUS has disrupted the financial services market by enabling risk-free solutions for digital innovation and growth.
2021-02-0527 min
Travillian NextTravillian NEXT : Nathaniel Harley, CEO & Co-Founder of MANTLTravillian NEXT proudly hosts a true FinTech innovator: Nathaniel Harley, the CEO & Co-Founder of MANTL, a fast-growth FinTech that partners with community banks for omni-channel account opening products. They offer a customer-centric outer core ecosystem that gives banks and credit unions the flexibility to innovate using modern technology, while owning their brand throughout the entire customer lifecycle.
In our conversation, we covered:
Critical strategies that banks should be investing in to stay successful.
The future of bank branch networks.
The relationship between physical and digital channels.
Should your bank consider a solution like MANTL?
2021-01-2631 min
Travillian NextDepository Investment Bankers Unplugged – Northeast & Mid-Atlantic EditionThe Travillian Group hosted three top Northeast and Mid-Atlantic focused depository investment bankers in a discussion about how they’re advising their bank clients today. Topics included M&A, strategies around operational efficiencies, and resourcefully deploying capital in these uncertain times. Please click on the link to the right to view the entire webinar.
Panelists:
Scott Clark, Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Dan Flaherty, Managing Director, Financial Institutions Group, Janney Montgomery
Frank Sorrentino, Managing Director, Financial Institutions Group, Stephens Inc.
2021-01-251h 00
Travillian NextSolving the Digital Riddle : Aligning Your Bank's Strategy, Culture & TalentThe Travillian Group was proud to host four industry innovators in a discussion about their experience solving the “digital riddle”. We spoke about how to successfully implement a digital strategy by repositioning your bank’s culture, integrating current team members and recruiting dynamic talent.
Panelists:
Patrick Sells, Chief Innovation Officer, Quontic Bank
Jill Castilla, President and CEO, Citizens Bank of Edmond
Jason Henrichs, Chief Executive Officer, Alloy Labs
Rahm McDaniel, VP of Strategic Solutions, Q2 Open
2021-01-2559 min
Travillian NextFinTech Strategy Check: Three Bank Executives Share Recipes for SuccessThree trailblazing bank executives, Larry Mazza (CEO, MVB Financial), Eric Sprink (CEO, Coastal Financial Corporation) and Chuck Shaffer (CEO and Director, Seacoast Banking Corporation of Florida) have been ahead of the pack in their banks’ progressive utilization of technology, data and FinTech partnerships.
The Travillian Group’s Brian Love and co-moderator Joe Fenech examined the origin of innovation at these institutions, as well as the tools they already possessed, the resources they added, and how their bottom lines were positively impacted.
2021-01-251h 15
Travillian NextTravillian NEXT : The Evolution of Bitcoin - A Conversation with Yan Zhao & Patrick Sells from NYDIGBitcoin has been in the news lately with the rapid increase in price and institutional investors starting to jump in. There are still many questions about Bitcoin and how it will become a mainstream investment and product offering for community banks and financial institutions.
Yan Zhao, President at NYDIG & Patrick Sells, Head of Bank Solutions at NYDIG join Keith Daly, Executive Search Consultant at The Travillian Group, for a lively and informative chat on the benefits of Bitcoin and how you can incorporate this asset into your personal life and your firm.
2021-01-2519 min
Travillian NextDepository Investment Bankers Unplugged - Southwest Edition: Industry Consolidation, Disruption and the Outlook Heading into 2021The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally. Our panelists covered topics including:
M&A / Industry Consolidation
Capital Markets – Sub-debt / Equity Issuance
“New Normal” Post-COVID
Talent
Southwest Regional Outlook
Regulation
FinTech
Succession Planning
Panelists:
Kade Machen, Managing Director, Financial Institutions Group, Stephens
Christopher Murray, Managing Director, Financial Institutions Group, Piper Sandler
Dan Bass, Managing Director & Head of the Southwest Region of Investment Banking, Performance Trust Capital Partners
2021-01-231h 00