Travillian Next

All of the banks we talk to, for the most part, live and die by their spread. And I will tell you right now – same bank, same management, same yield curve, same products – 20 years ago kicks its butt on a spread perspective. It’s not even close. The business has been commoditized.”Scott Hildenbrand, Head of Piper Sandler Depository Fixed Income and Chief Balance Sheet Strategist, joins Travillian...

Community banks can’t afford to wait. In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search, sits down with Allan Rayson, Founder of Finov8r and former Encore Bank CTO, to talk about what’s actually holding banks back from adopting AI.Allan brings a clear, on-the-ground perspective of what’s happening inside bank C-suites right now and what’s missing. From core tech...

Travillian’s Brian Love , Head of Banking & Fintech, and Michael Perito , Head of Bank Strategy, reunite in this informative Talent Talk episode to unpack what’s really going on in banking leadership this year. From the “Trump bump” aftermath to why CFOs and CEOs are the hottest seats in town. They share fresh updates from across the country, including new leadership placements in Sacramento a...

What 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...

In 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 v...

When 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 f...

“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 o...

Starting 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....

Curiosity, 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 bi...

In 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 ban...

In 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 banking What stablecoins and tokenized deposits mean for banks and p...

In part 1 of this two-part series, we sit down with  Ben Reynolds , Managing Partner and Head of Stablecoins at  BitGo  (Former President and Chief Strategy Officer at  Silvergate Bank ) and  Michael Perito , Head of Bank Strategy at  Travillian , taking a journey back in time to the early days of Silvergate Bank. A look back at Silvergate’s growth in crypto, its attempts at launching a global sta...

“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, th...

Welcome 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 co...

In 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...

MidWestOne 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 Lo...

Introducing 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 Trailbla...

In one of our final Travillian Next episodes of 2024, join our Head of Bank Strategy, Michael Perito, for this can’t-miss conversation with one of the original architects of Banking-as-a-Service, the “Godfather” Brad Hanson. Brad’s career in banking and payments is vast, beginning at BankFirst, which later became The Bancorp, Inc. (TBBK), where he started a mortgage division and later a payment ca...

In 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...

Earlier 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 memorabl...

Brian Love , Head of Banking & Fintech at Travillian , chats with Tom Ogaard , CEO of Native American Bank , about their efforts to boost economic opportunities in Native American communities. Native American Bank partners with other native loan banks and non-bank native CDFIs to bring financial services to reservation-based communities. They focus on projects such as healthcare facilities, ho...

The 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...

Join 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 t...

The 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...

In 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 Part...