Travillian Next

In 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 ris...

The 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 Hi...

The 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....

Join Michael Perito , Travillian’s Head of Bank Strategy, and Catherine Mealor , Managing Director at KBW and on of their senior research analysts covering the regional banking sector, as they dissect investor’s sentiment and expectations ahead of third-quarter bank earnings. KBW has recently published a couple differentiated research reports looking at how the bank industry could be impacted by l...

The 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...

The 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 Cap...

In 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 individual...

The 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. Mode...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education - Session #2 All-In on Tech Efficiencies - Bankers reflect on how embracing technology can lead to efficiencies and increased revenue. Panelists: J esse Honigberg , EVP, Products and Platforms, Customers Bank  Barb MacLean , SVP, Head of Technology Operations & Imp...

Keith Daly , Principal, Banking & Fintech Search at Travillian , sits down with Ian Moloney , SVP and Head of Policy & Regulatory Affairs at the American FinTech Council (AFC) , to dive into the evolving regulatory landscape for banks and fintechs. Together, they explore the potential impact of the upcoming election on financial regulations, including the differing approaches of the two ma...

Join 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 c...

Are 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 finte...

In 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 cover...

In 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 p...

In Part 2,  John Maxfield , the Founder of  Maxfield on Banks  and Senior Banking Specialist at  The Motley Fool  is joined by special guest,  Jim Reuter , Board of Directors at  FirstBank Colorado . The conversation features discussions on leadership, succession planning, banking performance, innovation, and talent development. Jim Reuter shares his journey from teller to CEO, emphasizing the imp...

Join us for Part 1 of a Travillian Next special featuring John Maxfield , the Founder of Maxfield on Banks . Maxfield on Banks is a well-regarded substack where John shares his expertise to help others master the principles of exceptional banking. John brings a wealth of experience from his roles at Bank Director , the Wilmers Integrity Prize , and The Motley Fool , where he currently serves as th...

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 inspirati...

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, determin...

In 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 strategi...

Attorney Michael Bell and Past Chairman of the Independent Bankers of America , Brad Bolton , have separately disagreed in the press about their views on credit union purchasing community banks. Bell has been a CU legal advisor on almost every deal announced since 2008. Bolton has been very critical of these transactions as the ICBA believes they have unfair advantages, namely around their tax exe...

Keith Daly, Head of Tech and Innovation at Travillian, sits down with Phil Goldfeder, CEO of the American FinTech Council (AFC), to delve into the challenges and opportunities within the banking & fintech industries. Phil has been in the top seat at AFC for a little over a year now and has traveled countless miles to many state houses to advocate for his members and their customers. Phil’s pas...

Join 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...

Join Ron Shevlin, Chief Research Officer at Cornerstone Advisors, and Brian Love, Head of Banking and Fintech at Travillian, as they navigate the critical challenge of talent acquisition in the banking industry. Highlighting the demand for fresh skills, especially in technology and innovation, amidst industry evolution, Ron underscores the vital role of strategic alignment and innovation in foster...

When 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 a...

Moderators: 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 202...