BankTalk Podcast

Rich Carty hosts, interviewing Charlie Kelly, Partner at Remedy Consulting as we walk through the last several years of the BankTalk Podcast. We discussed the most downloaded episodes and things we learned along the way about how to provide the best episodes for our listeners. Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website...

Join Ken Laroe , CEO and Co-Founder of Climate First Bank , as he discusses how a social strategy and focus on the environment helped Climate First grow from a Denovo to a bank with $600M in assets in just a few years.  Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on...

Join BJ Berrettini , Executive Director of AJ Consultants , as we discuss everything from Non-compete and Non-solicit agreements to work-from-home and everything in between. Learn what Executive Recruiters know about your business that you do not! Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website...

Join Denny Howell , Co-Founder and COO of Mahalo Banking , as we discuss the value of application customization for the neurodiverse population, which makes up an average of 20% of a credit union’s customer base.   Learn the innovative techniques that are being used to recruit this group of people. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website...

Join Scott Anchin , VP of Operational Risk and Payments Policy at the ICBA, as we discuss the taskforce the ICBA has put together on check fraud . Each of the sub-groups the committee has assembled are dedicated to addressing significant topics in the fight against this type of fraud. https://www.icba.org/advocacy/articles/check-fraud-a-practical-guide   Send us Fan Mail Presented by Remedy Consul...

Join Phil Buffington of the law firm Balch and Bingham , as we discuss some proactive techniques that forward-looking banks employ with their shareholders to ensure that the Board of Directors doesn’t run into unexpected shareholder surprises. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Rem...

Join Peter Wilder , Manager of the bank practice at the law firm of Godfrey and Kahn , as we discuss some of the complexities and opportunities of family-owned banks. From tax consequences and estate planning to other scenarios, this podcast will show why being proactive as a family owner makes sense. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Websi...

Join Peter Tapling , Managing Director of PTap Advisory, as we discuss the pending rulemaking on Section 1033 of the Dodd-Frank legislation.  The rulemaking, at a high level, has some implications of truly Open Banking, which has been a challenge for most core providers and their customers.  Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscri...

Join Alex Shvarts , CEO of FundKite , as we discuss one possible source of funding for businesses rejected for traditional bank financing.  When FICO Scores are not enough to obtain a traditional loan, revenue-based-funding offers alternatives to businesses. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consult...

Join Sean Carter , President and CEO of NEACH , as we discuss the ACH and Payments ecosystem.  We discuss fraud prevention, cyber insurance, and the Fed Fraud Classifier in this episode as well.  Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, p...

Join Zach Zoia and Vin Clevenger , Managing  Directors at the Darling Consulting Group and hosts of the "On the Balance Sheet®" podcast , as we discuss the inverted yield curve and its reverberations through liquidity, investments, and lending.   Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consultin...

Join us as we speak with Mac Thompson , CEO and Founder of White Clay , as we discuss the value of Commercial and Consumer account relationships.  We spend time discussing how to optimize products like Relationship Pricing and Commercial Account Analysis. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting...

Join us as we speak with Derek Szot , Managing Director at Piper Sandler , as we discuss subordinated debt for credit unions.    Learn why subordinated debt has been a much hotter topic for credit unions than it has for banks over the past 18 months. Contact Derek at derek.szot@psc.com. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to...

Join us as we speak with John Karacalidis , SVP of Operations, IT, and Digital Banking at Village Bank , as we discuss digital usage and some critical things that community banks need to do to compete digitally with large banks.  We also discuss how to get continual feedback from your customers on your digital offerings. Send us Fan Mail Presented by Remedy Consulting For more information on BankT...

Join us as we speak with Brendan Clegg , Partner at Luse Gorman about the types of issues that could lead to an enforcement action from the federal banking agencies. We cover the different types of enforcement actions, the ways that an enforcement action can develop, whether directors and officers can be subject to personal actions, common issues that trip up banks and their leadership, and other...

Join us as we speak with Becca Kruse and Lance Noggle from the ICBA about some of the pending updates to the Durbin Amendment to the Dodd-Frank Act. Learn about Interchange revenue and expenses and whether the latest updates will have a net impact on your monthly earnings. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News...

Join us as we speak with Rene Perez , National Director of Financial Crimes Sales at Jack Henry and Associates , about the latest in mail fraud, and some things your customers can do to prevent it.  We also cover new techniques the criminals are using in other areas, like digital login techniques. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website S...

Join us as we speak with Paul Ouweneel , Partner, and head of bank valuations at Wipfli , LLP, about Bank Merger and Acquisition activity in 2023 and the outlook for 2024.  We also discuss the effects of unrealized portfolio losses on merger activity. wcfadvisors.com Disclaimer:  The content of this podcast is for general information purposes only and should not be construed as tax, legal, regulat...

Join us as we speak with Scott Hildenbrand , Head of Piper Sandler Financial Strategies , about how community financial institutions are morphing to improve liquidity.  We then discuss how the higher price of purchasing deposits will likely affect loan volume in the foreseeable future. Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting...

Core providers have been touting their advances in integrating to third parties through their “open” core platforms.  We ask Charles Potts , Chief Innovation Officer at the ICBA to provide some insights into the “openness” of the major core vendors. Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on...

Todd Koehn from Bankers' Bank joins BankTalk to look at which payments are moving through the Instant Payment networks today (FedNow and RTP).  In reviewing these transactions, we analyze what this might mean to your clients.  Email tkoehn@bankersbankusa.com Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedI...

The sex trafficking victims of Jeffrey Epstein recently reached a large settlement with Epstein’s former bankers, JP Morgan and Deutsche Bank, roughly $365M. Join Ariel Gutierrez , Program Director for the Financial Crimes Risk Management product at Fiserv , as we discuss the potential liability implications for community financial institutions.  Send us Fan Mail For more information on BankTalk:...

With the release of Faster Payments, we decided to have a discussion with Tede Forman , President of Payment Solutions at Jack Henry on the Payment Rails, what they are, and how they differ.  Then we spend a few minutes discussing the opportunity and threat to community financial institutions related to  Faster Payments.  Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscri...

CEOs at community financial institutions continue to ask for ideas to improve liquidity and income in these changing market conditions, and Receivables Financing checks both boxes.  Join Erik Trumpower , EVP of Capstone Banktech , as we discuss the risk and rewards of this sector, and discuss some ideas for administering a program at a community FI. Send us Fan Mail For more information on BankTal...

Artificial Intelligence is transforming the banking industry in many ways, from fraud detection to customer service, but the complexities can seem overwhelming. Join Ben Udell , SVP Client Experience at Lake Ridge Bank , as we explore some of the practical uses he has found for AI in his day-to-day, and how it can benefit both banks and customers. Contact Ben at budell@lakeridge.bank. Send us Fan...