Travillian Next

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...

In this episode of the Travillian Next, host Michael Perito , Head of Bank Strategy at Travillian , speaks with Isaac Wheeler , Managing Director, Head of Balance Sheet Strategy at Derivative Path , about the current state of interest rate hedging strategies in the banking sector. At a time of heightened rate uncertainty, it’s important to understand all the tools available to help reduce rate ris...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education – Session #6 Double Down on Your Balance Sheet Strategy - Two of the foremost experts in community bank balance sheet management reveal their perspectives and strategies for navigating risk and staying financially sound in today's volatile market . Panelists: Scott Hi...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education – Session #5 Go Back Three Spaces: Reflecting on the State of Embedded Finance - A discussion covering the risks, rewards and current opportunities for community banks pursuing an embedded finance strategy. This conversation is available on Spotify and Apple Podcasts....

Join Michael Perito , Travillian’s Head of Bank Strategy, and Catherine Mealor , Managing Director at KBW and on of their senior research analysts covering the regional banking sector, as they dissect investor’s sentiment and expectations ahead of third-quarter bank earnings. KBW has recently published a couple differentiated research reports looking at how the bank industry could be impacted by l...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education - Session #4 Bank Empire: M&A and Capital Pursuits - Perspectives from industry experts on M&A and Capital considerations for banks and credit unions. This session is also available on Spotify and Apple Podcasts. Panelists: Frank Sorrentino , Managing Director...

The 2024 NEXT Forum, hosted by ⁠Travillian⁠ and ⁠Newcleus LLC⁠ at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education - Session #3 Running with the High Rollers - Hearing from notable public and private bank investors in the space will help banks understand how to best story tell and develop strategies that are relevant and proven Panelists: Joe Fenech, Founder and CIO, GenOpp Cap...

In the latest episode of Travillian Next, host Brian Love , Head of Banking & Fintech at Travillian , sits down with community bankers from North Carolina and Tennessee to discuss the profound impact of Hurricane Helene. The storm has left a trail of devastation, affecting countless families and businesses in its wake. At the time of this release, the death toll has reached over 230 individual...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education - Session #1 Talent Management Monopoly - Join Compensation experts in a lively session on the lifeblood of every bank…its people. Recruiting, Topics will include retention, succession and compensation. This session is also available on Spotify and Apple Podcasts. Mode...

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education - Session #2 All-In on Tech Efficiencies - Bankers reflect on how embracing technology can lead to efficiencies and increased revenue. Panelists: J esse Honigberg , EVP, Products and Platforms, Customers Bank  Barb MacLean , SVP, Head of Technology Operations & Imp...

Keith Daly , Principal, Banking & Fintech Search at Travillian , sits down with Ian Moloney , SVP and Head of Policy & Regulatory Affairs at the American FinTech Council (AFC) , to dive into the evolving regulatory landscape for banks and fintechs. Together, they explore the potential impact of the upcoming election on financial regulations, including the differing approaches of the two ma...

Join Michael Perito , Travillian’s Head of Bank Strategy, and Brian Gardner , Chief Washington Strategist at Stifel Financial Corp. , as they discuss the current state of the Presidential election, and what the eventual outcome could mean for the Banking industry. This conversation is also available on Spotify and Apple Podcasts. It has been an unusual summer of political headlines, but just how c...

Are you curious about how community banks are staying ahead in the fintech game? Chris Stanley and Christian Ruppe, co-chairs of the Innovation Committee for the Community Bankers Association of Georgia (CBA of Georgia), are at the forefront of this mission. They’re driving tech adoption among local banks, ensuring they remain competitive in an ever-evolving financial landscape. From monthly finte...

In his Travillian Next debut, Michael Perito, Travillian’s Head of Bank Strategy, discusses second-quarter bank earnings with David Feaster, Senior Analyst of Raymond James. Bank stocks have rallied over the past couple of weeks, and optimism around NIM inflection and accelerating M&A pipelines seem to be building as we look towards the second half of 2024.    The conversation with David cover...

In this Travillian Next episode, Chris Nichols , Director of Capital Markets at SouthState Bank highlights the crucial role of product managers in community banks. Chris points out that a lack of focus on product development and customer experience leads to underperformance. He stresses the need for hiring skilled individuals in marketing and finance and encourages banks to collaborate with core p...