BankTalk Podcast

Scott Hildenbrand , Managing Director at Piper Sandler joins us as we review discussions bank boards should be having as they enter budget and strategic planning season.  We discuss raising capital and taking balance sheet losses as strategic moves to improve future earnings.   Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk...

John Doherty , Principal at Wolf and Company discusses the implications of the Big, Beautiful Bill that was signed on July 4th for bankers and their commercial and retail customers. We spend some time in this episode discussing President Trump’s Executive Order to open defined contribution retirement plans to alternative investments like crypto currency and private equity investments. Send us Fan...

In today’s episode we talk with the new CEO of Northfield Savings Bank in Vermont, Joe Bator . We discussed various sales strategies, including what works well for his institution and any crossover insights from other industries. Joe’s background is a unique blend of experience at both large institutions and startup banks, each with successful growth roadmaps. It was insightful to hear how he’s ap...

Join our discussion with Keith Riddle , General Manager of Payfinia , about Digital Wallets and the important costs and considerations. Are digital wallets a threat to interchange revenue? What are the pros and cons of an FI-supplied digital wallet vs. pushing customers to Apple Pay? What are the revenue opportunities in this space for community FIs to meet customer expectations and build revenue?...

We sat down with Matt Potere , CEO of Happy Money , to discuss the staggering $17.5 trillion of consumer debt in the US, and Happy Money’s recent Credit Check-In study which analyzed consumer financial stress. The high percentage of consumer credit card debt creates an opportunity for FIs to alleviate consumer stress through personal loans. We deep dive into how this asset base builds long-term cu...

Peter Stenehjem joins BankTalk to share First International Bank and Trust’s history and explain his experience as the 4th generation leader of the bank. Peter touches upon the family discussions for his path to CEO, FIBT’s concentration in the mineral industry and how they’ve built their Kotapay technology with Kavinu platform to be a high performing bank. Send us Fan Mail Presented by Remedy Con...

Join us as we sit down with  Tom Knapp of Freshriver. AI  and discuss how to make AI usable for community banks and credit unions. Tom explains the technical side of AI briefly, then explains for the non-technical user some use cases for where and how AI might be beneficial. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk Ne...

Brennan Summers joins BankTalk to share how Stukent is improving financial literacy within the US. Through partnerships with local FI’s, the simulations create exposure to real life scenarios and career paths, within schools and their communities. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website...

We sat down with Patrick Sentner , EVP at Colliers and past President of the Society of industrial and Office Realtors, to discuss the state of office property and office vacancies. We also spend some time discussing how real estate financing aligns with tenant leasing terms.  Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk...

We sat down with Elizabeth Eurgubian , former NCUA Board Member, to explore the current state of the National Credit Union Administration and what it means for the financial services industry. The NCUA is structured to operate with a bipartisan, three-member board--with members appointed by the President and confirmed by the Senate. Since the election, the NCUA Board has been functioning with fewe...

Join Jon Waldman , President and Co-Founder of SBS Cybersecurity  ( website ), as we discuss how fraudsters are evolving with ever-more creative ways of scamming businesses and account holders. We touch on some interesting statistics on which age groups are being targeted, and the losses from successful scams. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTa...

Join us as we discuss how Michael Crowl , CEO of University Federal Credit Union , envisions growing virtually and via brick-and-mortar branches. Through use of client data, UFCU makes better investment decisions on where and when to expand to new markets. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consultin...

Join us in this episode as we discover the advantages of a shared services model, what happens in an affiliation between mutual banks, and how specific items such as technology contracts are negotiated. Jason Hicks , New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while also discussing a national grass roots campaign called Mutual Matters.   Send...

Join Kevin Pernick , President and CEO of Bank Plus , as we discuss an informational survey done on bank leadership.  Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website...

Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is n...

Join Jason Mork , Director at Piper Sandler , as we delve into the world of the Graduate School of Banking (GSB) . With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has s...

Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program. If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please...

Debbie Whiteside of the ABA and Trey Maust , Chairman of ABA’s Core Platforms, join us to discuss the ABA Core Committee's position and their 2024 Core Platforms Survey Results . With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out while looking ahead at what’s next. Send us Fan Mail Presented by Remedy Consulting For more information on BankTal...

Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations. Send us Fan Mail Presented by Rem...

Join Ahon Sarkar , General Manager of Helix by Q2 , as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-...

Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk:...

Next Generation core banking systems are going to change the way that community bankers think about open banking.   Are the promises made by “next generation” core systems, which intend to replace the legacy core offerings by the Big Three providers (Fiserv, FIS and Jack Henry), coming to fruition? Is it time for Community Banks to migrate to a Next Gen core system?   Join Charlie Kelly , Partner...

Join Alex McLeod , Founder and CEO of Parlay Finance , to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscrib...

Join Kip Weissman from Luse Gorman as we discuss what happened in community bank acquisitions in 2024, and the outlook for M&A activity in 2025. We discuss major headwinds and tailwinds that may affect bank buyers and sellers in the near future. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Websi...

Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn T...