Travillian Next

As privately held banks look for smarter ways to manage shareholder relations, My Private Shares is helping them do it without losing control. In this episode of Travillian Next, Andrew Liesch, Head of Bank Strategy at Travillian, sits down with John Antolik, CEO of My Private Shares; Sam Ishee, CFO of Florida Capital Bank; and Andy Borrmann, CFO of Lincoln Savings Bank. Together, they explore how...

In this Travillian Next  Trailblazers episode, the founders of Acceleron Bank Information share how they’re helping community banks reclaim lost ground in international payments — a business long dominated by megabanks and fintechs. They reveal why cross-border payments are a critical battleground for community institutions looking to protect deposits, drive fee income, and stay relevant in a glob...

Community banks are facing a technology tipping point. In this NEXT Forum panel, leaders on the front lines of digital transformation break down what’s real, what’s hype, and where banks must invest now to stay competitive. Technology Phanatics: Innovation in Banking features:• Moderator — Keith Daly, Principal, Banking & Fintech Search at Travillian• Ryan Hildebrand, EVP & Chief Innovatio...

Moderated by Matthew Resch (Ambassador Financial Group) and Brian Love, Head of Banking & Fintech at Travillian, this NEXT Forum fireside features Curtis Myers, CEO & Chairman of Fulton Bank, on navigating today’s banking climate: deposit strategy, scalable community banking, talent development, and the real-world M&A calculus regional banks face while protecting local identity.

In the opening session of NEXT Forum 2025, “Banking in 2025: A Declaration of Independence,” top bank leaders discuss how community banks are adapting to regulatory shifts, M&A opportunities, interest rate volatility, and emerging technologies like AI and fintech partnerships. The panel explores efficiency, liquidity, credit quality, and talent strategies shaping the future of independent bank...

Amber Buker, Chief Research Officer at Travillian, sits down with Alana Levine, Chief Revenue Officer at Fintel Connect, and Melissa Rawl, Director of Product Marketing at Live Oak Bank, to explore the findings from the 2025–2026 Financial Industry Affiliate Marketing Report. The discussion covers how affiliate marketing drives growth for banks, shifts in consumer demand, he rise of lending produc...

Host Amber Buker, Chief Research Officer at Travillian, sits down with Rick Geloff, EVP of Bank of North Dakota, to discuss how the only state-owned bank in the U.S. is tackling fintech disruption head-on. Geloff’s role was created to focus on strategic initiatives, including stablecoin, embedded finance, and deposit diversification, all while supporting North Dakota’s community banks. From buildi...

Host Keith Daly , Principal, Banking & Fintech Search at Travillian , sits down with Zach Boyda , Treasurer at CFG Bank , and Adam Mustafa , CEO and Co-Founder of Invictus Group . Together, they discuss the evolution of stress tests from a regulatory requirement into a proactive tool for capital planning, growth, and strategy. The conversation covers CFG Bank’s journey from $1 billion to $5.5...

Travillian Next host  Amber Buker , Chief Strategy Officer at  Travillian , sits down with  David Robinson , Director of Fintech and Embedded Banking at  Academy Bank , to uncover how a family-owned community bank became one of the fastest movers in embedded banking. From record-breaking onboarding with  Treasury Prime  to building a fintech partner profile that balances growth with risk, David sh...

Host Keith Daly , Principal, Banking & Fintech Search at Travillian , sits down with Lori Bettinger , President of BancAlliance , and Steve Lundgren , CEO of Denali State Bank , to explore how community banks are navigating growth, competition, and changing interest rate environments. Lori also shares what makes BancAlliance’s network valuable for members across the country. Lori will be moder...

What if your savings account was so secure that even your account number couldn’t be used to steal from you? That’s the kind of question Austin Capital Bank is answering; Not by thinking like a traditional bank, but by operating more like a tech company. In her debut interview on Travillian Next, Amber Buker , Chief of Research at Travillian , sits down with Erik Beguin , Founder and CEO of Austin...

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...