Financial Forward: The Future of Consumer Finance & Banking

Send us Fan Mail Episode Summary: The Trump Administration wants to shut down the Consumer Financial Protection Bureau (CFPB) —a move that has divided the financial industry. Is it a necessary rollback of overreach or a dangerous erosion of consumer protections? To unpack this, Jim McCarthy sits down with Ron Shevlin , a nationally recognized expert on banking and credit unions , and Chief Researc...

Send us Fan Mail 🔹 Host: Jim McCarthy 🔹 Guest:  Angela Nibbs CEO Maven PR https://www.maven-pr.com/ https://www.linkedin.com/in/angelanibbs/ JP Snow Founder/Principal Customer Catalytics https://customercatalytics.com/ https://www.linkedin.com/in/jpsnow/ Linda Straub Jones https://www.linkedin.com/in/linda-straub-jones/ Asaf Buchner https://www.linkedin.com/in/asafbuchner/ Episode Summary: In th...

Send us Fan Mail Episode Title: The Speed of Risk: Bridging the Gap Between Compliance Models Podcast: Financial Forward – A McCarthy Hatch Podcast Duration: 43:33 Episode Summary: In this episode of Financial Forward , host Jim McCarthy explores the evolving dynamics of risk management in the financial sector. Drawing on his expertise as a former founding member of the CFPB, Jim compares the trad...

Send us Fan Mail Episode Summary: In this episode of Financial Forward , host Jim McCarthy, chairman of McCarthy Hatch, joins forces with Brandi Reynolds, Chief Growth Officer at Bates Group, to break down Section 1034(c) of the Dodd-Frank Act. This pivotal regulation emphasizes transparency and responsiveness in consumer complaint management, a cornerstone of consumer protection. Together, Jim an...

Send us Fan Mail Show Notes: Financial Forward – Rebroadcast of Behind the Vault Episode Title: The Future of Banking: Listening to Customers, Leveraging Data, and Ensuring Stability Episode Description: In this special rebroadcast of Behind the Vault , Jim McCarthy dives into a powerful conversation about the state of the financial industry and where it’s headed. The discussion explores: How larg...

Send us Fan Mail In this episode of Financial Forward , host Jim McCarthy talks with Keshava Dasarathy, Founder of Finvizia, about the consumer journey in financial services and how firms can go beyond providing products to fostering financial health. Keshava shares his extensive experience in leadership roles at Fannie Mae, Capital One, and Boston Consulting Group to offer actionable insights int...

Send us Fan Mail In Part 2 of this special series, Jim McCarthy, Asaf Buchner, and JP continue the conversation on the transformative power of real-time data in financial regulation. They discuss how the regulatory landscape is shifting, and what this means for banks looking to stay compliant while managing risk effectively. This episode goes deeper into the strategies financial institutions can u...

Send us Fan Mail In this episode of Financial Forward, Jim McCarthy sits down with Asaf Buchner, CEO of McCarthy Hatch, and JP, lead strategist, to explore how financial institutions are embracing 21st-century regulatory technology. They dive into the groundbreaking FSAi model and how real-time data analysis is helping banks stay ahead of regulatory risks. If you want to know how the game is chang...

Send us Fan Mail In this episode of Financial Forward, host Jim McCarthy is joined by Abbas Kazerounian Esquire, a leading attorney in consumer protection and co-founder of Kazerouni Law Group.  They discuss the challenges, stories, and recent developments in consumer finance, focusing on the impact of the Consumer Financial Protection Bureau (CFPB) on the debt collection industry. Abbas shares hi...

Send us Fan Mail In this episode of Financial Forward, host Jim welcomes Mira Marshall, a distinguished attorney and founding member of the Consumer Financial Protection Bureau (CFPB). Mira shares her journey from her formative years to her significant role in establishing the CFPB's Supervision Division.  The discussion touches on her achievements in consumer financial protection, the challe...

Send us Fan Mail In this episode of Financial Forward, we explore the transformative efforts of Wole Coaxum, founder of Mobility Capital Finance (MOCAFI), in tackling financial exclusion among underbanked and unbanked Americans. Motivated by events like Ferguson, Missouri, Coaxum embarked on a mission to create a digital banking platform that champions economic equity and fights racial wealth disp...

Send us Fan Mail In this comprehensive episode of Financial Forward, host Jim is joined by Camie Keilen, a senior executive with extensive compliance risk management experience, to explore the Consumer Financial Protection Bureau's (CFPB) Complaints Enterprise.  The discussion traces the program's origins following the 2008 mortgage crisis, addresses the evolution of consumer complaint h...

Send us Fan Mail In this episode of Financial Forward, hosts Camie Keilen and Jim delve into the evolution and impact of the Consumer Financial Protection Bureau's (CFPB) data-driven complaints enterprise.  They discuss the transformation of regulatory practices through complaint data, the role of evolving taxonomies, and the proactive use of data to tackle regulatory challenges. The episode...

Send us Fan Mail In this special episode of Financial Forward, Jim McCarthy is joined by family-friend Jacob to discuss their individual experiences navigating employment and the workplace with as someone with Autism. Jim reflects on his own experiences trying to fit into a corporate world as someone with autism, and Jacob shares stories of employment challenges he's faced. Jim highlights the...

Send us Fan Mail In this episode of Financial Forward , host Jim McCarthy sits down with Eric Goldberg, a renowned expert in financial regulation and author of Regulation E, Subpart B . Together, they explore the rapidly evolving landscape of digital payment platforms like Zelle, Venmo, and Cash App, examining their impact on consumer behavior, security, and regulatory challenges. Eric shares valu...

Send us Fan Mail In this episode of Financial Forward, host Jim is joined by Mollie, a small business owner in the medical device certification industry. The conversation navigates Mollie's journey from her education in microbiology to the challenges she faced in the financial management of her business. Highlighting the predatory lending practices she encountered, Mollie's story serves...

Send us Fan Mail In this episode, Jim McCarthy is joined by Logan, who found himself with over $20M million of Bitcoin locked up in the FTX bankruptcy scandal. Logan shares his journey into the world of cryptocurrency, and how his funds were improperly used by FTX leading up to the lawsuit. They explore how a lack of regulation in the digital finance space has created an environment with the poten...

Send us Fan Mail Join us on Financial Forward as we dive into Citibank's $400 million enforcement action by the OCC. Discover what this means for consumers, Citibank's compliance journey, and the impact on financial services. Each episode of Financial Forward highlights a female-owned small business, showcasing their unique stories, challenges, and successes in the financial landscape. ...

Send us Fan Mail In this episode, host Jim McCarthy details his extensive career in the banking industry, from his early days in a paper-based system to his impact on the digital transformation of banking and regulation.  He recounts his involvement in establishing the Consumer Financial Protection Bureau (CFPB) and its role in unifying bank regulations to protect consumers.  Jim discusses his per...

Send us Fan Mail In this episode of 'Financial Forward Podcast,' host Jim McCarthy talks with Ashley, a public administration expert with a keen interest in financial policy. Together, they dive into the recent Supreme Court decision overturning the Chevron Doctrine and its implications for consumer protections. Ashley shares her experiences from working in local government and offers in...

Send us Fan Mail Welcome to the first episode of Financial Forward!  In this episode of 'Financial Forward Podcast,' host Jim McCarthy talks with Victor Prince, an accomplished leadership author, speaker, trainer, and coach. Victor shares his experiences and insights from his time at the Consumer Financial Protection Bureau (CFPB), where he played a critical role in its establishment and...