Travillian Next

In Part 2,  John Maxfield , the Founder of  Maxfield on Banks  and Senior Banking Specialist at  The Motley Fool  is joined by special guest,  Jim Reuter , Board of Directors at  FirstBank Colorado . The conversation features discussions on leadership, succession planning, banking performance, innovation, and talent development. Jim Reuter shares his journey from teller to CEO, emphasizing the imp...

Join us for Part 1 of a Travillian Next special featuring John Maxfield , the Founder of Maxfield on Banks . Maxfield on Banks is a well-regarded substack where John shares his expertise to help others master the principles of exceptional banking. John brings a wealth of experience from his roles at Bank Director , the Wilmers Integrity Prize , and The Motley Fool , where he currently serves as th...

Name That Bank!  A show for bank geeks, made by bank geeks... Join us for an exclusive premiere of the Travillian-hosted game show—NAME! THAT! BANK! —featuring contestants Mandi Simpson , Partner at Crowe and Chris Mihok , Managing Director at KBW , who both have extensive networks with Southeastern US institutions, which is this week's focus region. How Does It Work? This game draws inspirati...

In this Travillian Next episode, Indra Elangovan , Head of Strategic Advisory at Travillian , and James Stevens , Partner and Co-lead of Financial Institutions Group at Troutman Pepper , discuss effective board governance and board evolution in the banking industry. They highlight the key functions of a board, such as establishing purpose and strategy, selecting and evaluating management, determin...

In this episode of Travillian Next, Zane Smith , Chief Banking Officer at American Bank , discusses the Banking-as-a-Service (BaaS) industry and stresses banks' need for in-house expertise. He advocates for a shift towards banks assuming responsibility for risk and compliance, rather than relying on middleware providers. Smith also addresses talent needs in the BaaS space, emphasizing strategi...

Attorney Michael Bell and Past Chairman of the Independent Bankers of America , Brad Bolton , have separately disagreed in the press about their views on credit union purchasing community banks. Bell has been a CU legal advisor on almost every deal announced since 2008. Bolton has been very critical of these transactions as the ICBA believes they have unfair advantages, namely around their tax exe...

Keith Daly, Head of Tech and Innovation at Travillian, sits down with Phil Goldfeder, CEO of the American FinTech Council (AFC), to delve into the challenges and opportunities within the banking & fintech industries. Phil has been in the top seat at AFC for a little over a year now and has traveled countless miles to many state houses to advocate for his members and their customers. Phil’s pas...

Join us for the latest episode of Travillian Next, where  Brian Love , Head of Banking & Fintech at  Travillian , dives into the hot topic of credit unions acquiring community banks. In this discussion, Brian sits down with  Jeffrey Cardone , Partner and Attorney at  Luse Gorman, PC , and  Michael Bell , Partner at  Honigman LLP , to explore the dynamics of these acquisitions. They shed light...

Join Ron Shevlin, Chief Research Officer at Cornerstone Advisors, and Brian Love, Head of Banking and Fintech at Travillian, as they navigate the critical challenge of talent acquisition in the banking industry. Highlighting the demand for fresh skills, especially in technology and innovation, amidst industry evolution, Ron underscores the vital role of strategic alignment and innovation in foster...

When Lincoln Savings Bank and its Chairwoman, Sally Hollis, began their CEO search in the summer of 2023, they embarked on a journey to find someone who could blend the past, present, and future of the organization. With assistance from Travillian, Sean Willett was tapped to be the bank's new CEO.  In this candid conversation with Brian Love, Head of Banking & Fintech at Travillian, Sean a...

Moderators: Patrick Cooney , Lead GRC Search Consultant  Travillian Indra Elangovan , Head of Strategic Advisory at  Travillian Konrad Alt , Co-Founder of  Klaros Group Michele Alt , Co-Founder of  Klaros Group Travillian Next is excited to announce our latest episode with Klaros Group’s Co-Founders, Konrad and Michele Alt, for an in-depth discussion on the regulatory landscape anticipated for 202...

In the latest Travillian Next episode,  Travillian  hosts  Brian Love , Head of Banking & Fintech, and  Indra Elangovan , Head of Strategic Advisory, sat down with  Ted Rosinus , Managing Director at  Stephens  for a thought-provoking discussion. Ted shares M&A insights from the intersection of investment banking and his banking background. Explore the latest deal trends, outlooks, M&A...

Join us for a compelling discussion hosted by Indra Elangovan, Travillian’s Head of Strategic Advisory, on bank board expertise, featuring a panel of experts sharing their perspectives on regulatory dynamics, risk management, cybersecurity, AI and offering invaluable advice to elevate your board to new heights during this transformative era in banking. Panelists - Julie Stackhouse, Former St. Loui...

2023 was a tumultuous year in the banking industry to say the least. Unexpected events early in the year forced bank executives to change course and focus on foundational issues such as liquidity and balance sheet management. However, strategic plans for digital upgrades and technology innovation are still mission critical issues. In this Travillian Next episode, Keith Daly , Principal – Banking &...

Introducing the latest episode of Travillian Next, featuring Dimitris Malisianos, Principal – Banking & Fintech Search at Travillian, and Simone Lagomarsino, President and CEO at Luther Burbank Savings Bank. Acquire invaluable perspectives into Simone's journey to leadership and explore the intricacies of Luther Burbank Savings Bank's Success story. At Luther Burbank Savings Bank, succ...

Introducing the latest episode of Travillian Next, featuring Dimitris Malisianos, Principal – Banking & Fintech Search at Travillian, and Simone Lagomarsino, President and CEO at Luther Burbank Savings Bank. Acquire invaluable perspectives into Simone's journey to leadership and explore the intricacies of Luther Burbank Savings Bank's Success story. At Luther Burbank Savings Bank, succ...

The saying goes, “if you can’t measure it, you can’t manage it.” This has been a major struggle for community banks over the years regarding tapping into the massive amount of customer data they have in their systems. In the digital age, it has become even more critical to have timely data and a deep understanding of your customers and business trends. Keith Daly, Principal – Banking & Fintech...

In our latest Travillian Next episode, Charles Potts , EVP and Chief Innovation Officer at ICBA , joined our host, Brian Love , Head of Banking & Fintech at Travillian , , for a lively chat and some entertaining banter about tech's impact on banking efficiency. This was a fun one with tons of "bank geek" banter, talk of flying cars and the hard-hitting facts! Use the guide below...

The next exclusive Travillian Next episode features John Sotoodeh, Chief Operating Officer of Banc of California, in a one-on-one conversation with Travillian’s Dimitris Malisianos of our Banking & Fintech team. We threw everything but the kitchen sink at John in this topical, far-reaching conversation covering topics such as: - Banc of California/PacWest Merger - Deposit Generation - Attracti...

Discover insights from industry expert Matt Resch , Founder of RT Partners, in our latest Travillian Next conversation with host Brian Love , Head of Banking & Fintech at Travillian .   Answers to key banking questions, including: Talent: What does the Banking Executive of the Future look like? M&A Dynamics: What are the consolidation trends now and in the near future? Balance Sheet Strate...

Commercial Real Estate (CRE) has been a frequent topic in recent headlines, with concerns about navigating potential issues related to CRE loans taking center stage. However, is it all doom and gloom, especially in the Office sector, which has been heavily impacted by the pandemic? During a discussion with Michael Denis , Head of Private Capital Group at Cushman & Wakefield , Mark Hesser , Pre...

Jill Castilla , President and CEO at Citizens Bank of Edmond ($375M in Assets / Edmond, OK) is a Veteran, military mom and military spouse.  Besides her role as CEO at a flourishing community bank, she also is an entrepreneur at heart and saw a gap in the marketplace providing banking products and services to new enlistments in our military. But how to go from idea to execution? This is where Jeff...

Exploring the Resilience of Community Banks Amid Macroeconomic Pressures we had an enlightening discourse with ICBA Panelists. We welcomed ICBA (Independent Community Bankers of America) - Ardent Advocates for Community Banks for a Perspectives-Sharing Session. Brad Bolton , President & CEO of Community Spirit Bank , Sarah Getzlaff , CEO of Security First Bank of North Dakota and Jim Sills , P...

With an incredibly diverse past in investment banking, private equity, and bank regulation, InterBank’s President and COO, C.K. Lee , is one of the industry’s most well-rounded executives. He joined InterBank three years ago, which has a distinct strategy around loan pricing and funding which is so simple yet so atypical in the bank space. In an expansive dialogue, Brian Love , Head of Banking &am...

It’s been a while since our last additions, but we are thrilled to introduce three new visionary banks to the  Travillian Tech-Forward Bank Index  by hosting an engaging group discussion with a C-level executive from each bank. These institutions epitomize the spirit of innovation and stand poised to be meaningful participants in an era of banking that is reshaping existing paradigms. Chris Black...