Travillian Next

In 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...

Join us for a compelling discussion hosted by Indra Elangovan, Travillian’s Head of Strategic Advisory, on bank board expertise, featuring a panel of experts sharing their perspectives on regulatory dynamics, risk management, cybersecurity, AI and offering invaluable advice to elevate your board to new heights during this transformative era in banking. Panelists - Julie Stackhouse, Former St. Loui...

2023 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 &...

Introducing 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, succ...

Introducing 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, succ...

The saying goes, “if you can’t measure it, you can’t manage it.” This has been a major struggle for community banks over the years regarding tapping into the massive amount of customer data they have in their systems. In the digital age, it has become even more critical to have timely data and a deep understanding of your customers and business trends. Keith Daly, Principal – Banking & Fintech...

In 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...

The 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 - Attracti...

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 Strate...

Commercial Real Estate (CRE) has been a frequent topic in recent headlines, with concerns about navigating potential issues related to CRE loans taking center stage. However, is it all doom and gloom, especially in the Office sector, which has been heavily impacted by the pandemic? During a discussion with Michael Denis , Head of Private Capital Group at Cushman & Wakefield , Mark Hesser , Pre...

Jill Castilla , President and CEO at Citizens Bank of Edmond ($375M in Assets / Edmond, OK) is a Veteran, military mom and military spouse.  Besides her role as CEO at a flourishing community bank, she also is an entrepreneur at heart and saw a gap in the marketplace providing banking products and services to new enlistments in our military. But how to go from idea to execution? This is where Jeff...

Exploring 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 , P...

With 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 &am...

It’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...

Gone 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 ind...

On 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...

Recent 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, though...

Scott 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...

Are 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 C...

In 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 focuse...

Alexander 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 landsca...

SouthState’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...

The 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...

Continuing 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 bankin...

From 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 Advisor...