Explorez tous les épisodes du podcast BankTalk Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| What You Should Know About Deposits and Capital Markets | BankTalk Episode 135 | 02 Dec 2025 | 00:34:35 | |
Scott Hildenbrand, Managing Director at Piper Sandler joins us as we review discussions bank boards should be having as they enter budget and strategic planning season. We discuss raising capital and taking balance sheet losses as strategic moves to improve future earnings. Presented by Remedy Consulting For more information on BankTalk: | |||
| Implications of the Big Beautiful Bill | BankTalk Episode 134 | 20 Nov 2025 | 00:37:37 | |
John Doherty, Principal at Wolf and Company discusses the implications of the Big, Beautiful Bill that was signed on July 4th for bankers and their commercial and retail customers. We spend some time in this episode discussing President Trump’s Executive Order to open defined contribution retirement plans to alternative investments like crypto currency and private equity investments. Presented by Remedy Consulting For more information on BankTalk: | |||
| Top 5 Fraud Schemes of 2025 | BankTalk Episode 125 | 15 Jul 2025 | 00:35:06 | |
Join Jon Waldman, President and Co-Founder of SBS Cybersecurity (website), as we discuss how fraudsters are evolving with ever-more creative ways of scamming businesses and account holders. We touch on some interesting statistics on which age groups are being targeted, and the losses from successful scams. Presented by Remedy Consulting For more information on BankTalk: | |||
| What you should know before implementing Interactive Teller Machines (ITMs) | BankTalk Episode 34 | 13 Dec 2021 | 00:20:58 | |
Terry Greenley, Chairman of County Bank, shares his stories about why they implemented Interactive Teller Machines. Terry discusses costs, benefits, and some lessons learned after five years of managing an interactive teller machine network. For more information on BankTalk: | |||
| What you need to know about Cryptocurrency | BankTalk Episode 33 | 29 Nov 2021 | 00:49:22 | |
Join Ryan Alfred from NYDIG as we discuss the ins and outs of Cryptocurrency. A great primer for your management team or your outside Board members. Charlie Kelly, our host, asks the questions to simplify this topic into the components that you as a community bank or credit union professional should care about. For more information on BankTalk: | |||
| Participation Loans - Another Tool for Improving Profitability | BankTalk Episode 32 | 11 Nov 2021 | 00:30:44 | |
Join Stephanie Yaeger, SVP at Colliers, as we discuss how participation loans work, and why a CFO might consider participating in more complex borrowing to improve results and diversify risk. For more information on BankTalk: | |||
| A Great Example of Branch Transformation | BankTalk Episode 31 | 29 Oct 2021 | 00:40:56 | |
Join Ben Udell, SVP of Consumer Banking at Monona Bank as we discuss the transformation of a classical branch location into a destination location for the neighborhood. Find out how Monona partnered with a local vendor and converted the space into a welcoming environment where banking is important but not the only reason to visit. For more information on BankTalk: | |||
| Mortgages and Capital Markets | BankTalk Episode 30 | 07 Oct 2021 | 00:38:14 | |
Terry Buhler from Bankers’ Bank joins us as we discuss why your mortgage may be originated by one company and then ends up being serviced by a completely different organization. If you already know the answer to that question, then join us as we discuss everything from the revenue streams associated with closing mortgages to loan pooling and mortgage-backed securities… For more information on BankTalk: | |||
| How to Think About the End of Forbearance | BankTalk Episode 29 | 09 Sep 2021 | 00:26:33 | |
Forbearance, one of the critical components of the CARES act that allowed borrowers short-term relief from their mortgage payments, is nearing an end. Who will be affected, and what does this mean to personal savings, foreclosure rates, and your borrower’s ability to make payments on other debt. Join Andy Haughwout, Economist, SVP and Policy Leader for FRB-NY as we discuss the implications of the end of mortgage forbearance programs. For more information on BankTalk: | |||
| We’re Talking CUSO’s | BankTalk Episode 28 | 20 Aug 2021 | 00:30:55 | |
Join us as we discuss CUSO’s with Brian Lauer - General Counsel for the NACUSO. What need does a Credit Union Service Organization (CUSO) fulfill? How does their profit pass through to their founding non-profit credit unions? Does the same concept exist in the banking space, and if not why? We leave no stone unturned as we discuss the benefit of this organizational structure for serving the credit union industry. For more information on BankTalk: | |||
| A Strategy Around Customer Data | BankTalk Episode 27 | 30 Jul 2021 | 00:49:07 | |
You run a credit union, but is your team using your customer data the way they should be? The data world is full of acronyms like AI - artificial intelligence and KYC (know your customer), but these are simply offshoots to how much you can tell about your customers from their usage patterns, and what, if anything, you chose to do about that. Join Emily Engstrom and Kevin Polinsky for CUNA’s AdvantEdge in a session where we break down how to get started in understanding your customer’s data. For more information on BankTalk: | |||
| What you should know about Buy Now Pay Later (BNPL) | BankTalk Episode 26 | 15 Jul 2021 | 00:32:30 | |
Kiah Haslett of Bank Director re-joins the podcast as we discuss how prevalent the BNPL trend has become. We review how these short-term loans are being originated, and who holds the debt throughout the life of the loan. We also discuss the potential of white-label relationships in BNPL. For more information on BankTalk: | |||
| Banking as a Service – What is it all about? | BankTalk Episode 25 | 01 Jul 2021 | 00:28:04 | |
Episode 25 – Banking as a Service – What is it all about? Join Joshua Jordan from Jack Henry as we discuss banking as a service, or BaaS. You have probably heard the term before, but find out what it is all about? Should you consider starting your own online-only brand to get outside your geographical footprint? We also review some of the opportunities and threats to community banks related to BaaS. For more information on BankTalk: | |||
| A Discussion on Virtual and Brick & Mortar Branches | BankTalk Episode 124 | 08 Jul 2025 | 00:32:50 | |
Join us as we discuss how Michael Crowl, CEO of University Federal Credit Union, envisions growing virtually and via brick-and-mortar branches. Through use of client data, UFCU makes better investment decisions on where and when to expand to new markets. Presented by Remedy Consulting For more information on BankTalk: | |||
| Treasury Management - How hard can that be? | BankTalk Episode 24 | 25 Jun 2021 | 00:34:01 | |
Join Scott Hildenbrand from Piper Sandler as we discuss one of the lesser-known functions in running your bank or credit union- Treasury Management. Do you ever wonder why your CFO has that shell-shocked look about them? This episode will help you understand. For more information on BankTalk: | |||
| Where Strategic Planning meets Succession Planning | BankTalk Episode 23 | 03 Jun 2021 | 00:35:49 | |
Join Alex Oponski from Northwest Financial as we talk about the benefit of even simple strategic planning and how that approach filters down to the leadership and all employees. We also discuss succession planning for employees critical to your organization…since you cannot plan for succession for all employees, what is the right level of planning needed? For more information on BankTalk: | |||
| So You Want to be a Commercial Banker? | BankTalk Episode 22 | 14 May 2021 | 00:38:56 | |
Join Joe Fazio, CEO of Commerce State Bank, as we discuss how the PPP opened up opportunities for commercial lending for community banks. We discuss the differences between a commercial and a retail-focused bank and the important subtleties of lending to commercial clients. For more information on BankTalk: | |||
| Recruiting and Retaining Millennials and Generation Z | BankTalk Episode 21 | 29 Apr 2021 | 00:36:36 | |
Join Angela Ledding from Northview Bank and Carla Bush from the Minnesota Bankers Association as we discuss some of the challenges of recruiting and retaining a new generation of employees. We talk through techniques to give younger employees a career path and education to ensure that you retain any employee that fits your culture. For more information on BankTalk: | |||
| Moving Your Core to an Outsourced Environment | BankTalk Episode 20 | 14 Apr 2021 | 00:37:50 | |
Join Lindsay Gehman from Fiserv as we discuss the factors that each financial institution must consider when deciding to move from a core that is run on your own hardware to a core that is centralized at your core provider’s facility. We walk through the pros and cons and help you ask the questions that your board of directors can use to make the decision on whether your bank or credit union’s core systems should be outsourced. For more information on BankTalk: | |||
| Does Digital Usage Drive Revenue or Just Added Expense? (Part 2 of 2) | BankTalk Episode 19 | 01 Apr 2021 | 00:21:34 | |
This is part 2 of our podcast with Joshua Jordan from Jack Henry on benchmarking your digital usage and using those numbers to determine if investing in digital tools and promoting digital usage will result in a strong return on your investment. In Part Two, we discuss eStatements, Bill Payment and Personal Financial Managers. For more information on BankTalk: | |||
| Does Digital Usage Drive Revenue or Just Added Expense? (Part 1 of 2) | BankTalk Episode 18 | 17 Mar 2021 | 00:28:37 | |
What activity numbers are important to your Digital Program? Join Joshua Jordan from Jack Henry as we discuss digital usage in several major categories. In this first part, we review Online Banking, Mobile Banking and Mobile Capture. What numbers should you be tracking and why are they important? For more information on BankTalk: | |||
| How FinTechs Value Deposit Accounts | BankTalk Episode 17 | 04 Mar 2021 | 00:28:32 | |
Join Kiah Haslett from Bank Director as we discuss how FinTechs are acquiring deposit accounts. In an all-digital relationship, FinTechs use deposit accounts to gain the primary customer relationship and then leverage those relationships to make money elsewhere. Find out how these firms are working around a bank charter until they can be approved. For more information on BankTalk: | |||
| Improve your Sales Culture to Increase Sales | BankTalk Episode 16 | 17 Feb 2021 | 00:38:31 | |
Join Pete Prickett as we discuss sales culture within banks and credit unions. Listen to suggestions on how improving your culture can lead to better client relationships and better sales. Reduce missed opportunities to improve your day-to-day sales. For more information on BankTalk: | |||
| Cybersecurity and Managed IT Services | BankTalk Episode 15 | 02 Feb 2021 | 00:23:49 | |
Brad Giddens of CalTech discusses cybersecurity threats and questions you should be asking of your internal IT team. Join us as we get Brad’s perspective on what to look out for. For more information on BankTalk: | |||
| Why Mutuals Matter | BankTalk Episode 123 | 24 Jun 2025 | 00:25:53 | |
Join us in this episode as we discover the advantages of a shared services model, what happens in an affiliation between mutual banks, and how specific items such as technology contracts are negotiated. Jason Hicks, New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while also discussing a national grass roots campaign called Mutual Matters. Presented by Remedy Consulting For more information on BankTalk: | |||
| 2021 Bank Industry Outlook | BankTalk Episode 14 | 20 Jan 2021 | 00:32:58 | |
Randy Hultgren, President of the Illinois Bankers Association, discusses the recent elections and the ripple effects that might have on Banks and Credit Unions. This episode provides some thought leadership on how government moves might affect the economy and what we need to look out for in 2021 and beyond. For more information on BankTalk: | |||
| Optimizing your Position with your Core Technology Provider | BankTalk Episode 13 | 07 Jan 2021 | 00:28:32 | |
Charlie Kelly of Remedy Consulting discusses seven areas a bank or credit union can improve when negotiating with your core technology provider, or any of your other major vendors. For more information on BankTalk: | |||
| Purchasing Trends in 2020 | BankTalk Episode 12 | 17 Dec 2020 | 00:22:39 | |
Katie McEntee of Visa discusses consumer purchasing trends since the coronavirus. We discuss online trends, what purchases are being made, and which segments are mostly likely to buy. If you are responsible for lending or online banking at your FI, this is a good segment to listen to. For more information on BankTalk: | |||
| M&A Activity in 2020 Part 2 of 2 | BankTalk Episode 11 | 10 Dec 2020 | 00:16:23 | |
Part 2 with Pete Wilder of Godfrey & Kahn discussing M&A activity and several interesting adjacent topics. For more information on BankTalk: | |||
| M&A Activity in 2020 Part 1 of 2 | BankTalk Episode 10 | 08 Dec 2020 | 00:24:30 | |
Pete Wilder of Godfrey & Kahn discusses 2020 bank M&A activity compared to previous years, and some of the factors affecting bank acquisition valuation. For more information on BankTalk: | |||
| Turning Digital Enrollees into Active Digital Users | BankTalk Episode 9 | 12 Nov 2020 | 00:30:30 | |
Mike Gillen and Terra Schwery of Western States Bank discuss building customer usage of their digital applications. For more information on BankTalk: | |||
| Real Time Payments – What is it Good For? | BankTalk Episode 8 | 29 Oct 2020 | 00:37:31 | |
You have heard that Real Time Payments is coming, but what does it mean? Todd Koehn of Bankers' Bank discusses Real Time Payments (RTP) and how your financial institution may use RTP in the near future. For more information on BankTalk: | |||
| Turning Gen Z into Lifelong Customers | BankTalk Episode 7 | 13 Oct 2020 | 00:29:22 | |
Paul Kundert, CEO of UW Credit Union, a $2.8B asset credit union, discusses how UWCU converts college students into lifelong customers. For more information on BankTalk: | |||
| A Very Unique Approach to Mobile Banking | BankTalk Episode 6 | 06 Oct 2020 | 00:28:39 | |
Lori Maley, CEO of the Bank of Bird-in-Hand, discusses a new way to think about brick-and-mortar branches vs. “mobile” banking. For more information on BankTalk: | |||
| Employee Savings as a Commercial Value-Add | BankTalk Episode 5 | 29 Sep 2020 | 00:37:59 | |
Glenn Grossman of FICO discusses saving for a rainy day, how banks can leverage savings programs, and financial education to boost their commercial relationships. For more information on BankTalk: | |||
| Bank CEO Leadership Study | BankTalk Episode 122 | 27 May 2025 | 00:26:15 | |
Join Kevin Pernick, President and CEO of Bank Plus, as we discuss an informational survey done on bank leadership. Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results. Presented by Remedy Consulting For more information on BankTalk: | |||
| Mergers and Acquisitions | BankTalk Episode 4 | 23 Sep 2020 | 00:44:32 | |
Tim Siegle, CEO of First Resource Bank, discusses several acquisitions he has done during his career. Learn what makes a merger successful, what to avoid, and how to shop for another financial institution. For more information on BankTalk: | |||
| Understanding your debit card interchange revenue | BankTalk Episode 3 | 18 Sep 2020 | 00:39:10 | |
Daneen Cady of Fiserv’s card team provides real-life examples on how interchange revenue works, and shares some ideas on how a bank or credit union might improve revenue or reduce expenses in this area. For more information on BankTalk: | |||
| Building a better commercial loan portfolio | BankTalk Episode 2 | 18 Sep 2020 | 00:26:18 | |
Jay Tuli, President of Leader Bank, discusses how the Leader team has built a strong commercial loan origination team. Listeners will pick up some ideas on how to improve loan officer performance. For more information on BankTalk: | |||
| De novos, peer groups, commercial lending tips | BankTalk Episode 1 | 18 Sep 2020 | 00:48:56 | |
Join us as John Doull, CEO of Cornerstone Bank, discusses his experience starting a new financial institution as a De Novo. John also shares some ideas on a CEO Peer group he founded and how it benefits his bank. Aaron Coleman of Z Suite Technologies has a unique value-add service for banks and credit unions to increase revenue from residential landlords. For more information on BankTalk: | |||
| First Fidelity Bank’s Success with HSA Strategy | BankTalk Episode 121 | 13 May 2025 | 00:27:46 | |
Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is now expanding the platform to other consumer and business account channels. Join us as we discuss this successful partnership with John Symcox, CIO of FFB, and Philip Paul, CEO of Cotribute. Presented by Remedy Consulting For more information on BankTalk: | |||
| Insights into Graduate School of Banking | BankTalk Episode 120 | 29 Apr 2025 | 00:19:51 | |
Join Jason Mork, Director at Piper Sandler, as we delve into the world of the Graduate School of Banking (GSB). With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has seen it all from both sides of the classroom. For more information on BankTalk: | |||
| Everything you need to know about SERPS | BankTalk Episode 119 | 15 Apr 2025 | 00:27:03 | |
Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program. If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please send an email to Mark Axmacher, Acumen Financial Advantage Business Development Manager at maxmacher@acumenfa.com. Presented by Remedy Consulting For more information on BankTalk: | |||
| The ABA Core Committee and 2024 Survey Results | BankTalk Episode 118 | 01 Apr 2025 | 00:27:17 | |
Debbie Whiteside of the ABA and Trey Maust, Chairman of ABA’s Core Platforms, join us to discuss the ABA Core Committee's position and their 2024 Core Platforms Survey Results. With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out while looking ahead at what’s next. Presented by Remedy Consulting For more information on BankTalk: | |||
| Growing Better Commercial Lenders | BankTalk Episode 117 | 18 Mar 2025 | 00:27:10 | |
Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations. Presented by Remedy Consulting For more information on BankTalk: | |||
| Banking as a Service (BaaS) to fintech firms with Helix | BankTalk Episode 116 | 05 Mar 2025 | 00:26:36 | |
Join Ahon Sarkar, General Manager of Helix by Q2, as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-only banking. Presented by Remedy Consulting For more information on BankTalk: | |||
| 'Selling Trust' with Northfield Savings | BankTalk Episode 133 | 04 Nov 2025 | 00:31:37 | |
In today’s episode we talk with the new CEO of Northfield Savings Bank in Vermont, Joe Bator. We discussed various sales strategies, including what works well for his institution and any crossover insights from other industries. Joe’s background is a unique blend of experience at both large institutions and startup banks, each with successful growth roadmaps. It was insightful to hear how he’s applying some of those proven methods to the community banking space today. Sales is often a copycat game—when something works, it’s worth considering how to adapt and apply those successful tactics. Presented by Remedy Consulting For more information on BankTalk: | |||
| Impact of CRMs on Bank and Loan Growth | BankTalk Episode 115 | 20 Feb 2025 | 00:28:39 | |
Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery. Presented by Remedy Consulting For more information on BankTalk: | |||
| Some Things You Should Know About Next Generation Core Systems | BankTalk Episode 114 | 05 Feb 2025 | 00:27:32 | |
Next Generation core banking systems are going to change the way that community bankers think about open banking. Are the promises made by “next generation” core systems, which intend to replace the legacy core offerings by the Big Three providers (Fiserv, FIS and Jack Henry), coming to fruition? Is it time for Community Banks to migrate to a Next Gen core system? Join Charlie Kelly, Partner at Remedy Consulting, as we discuss Next Gen cores.
Presented by Remedy Consulting For more information on BankTalk: | |||
| Small Business Lending: Understanding the Landscape | BankTalk Podcast 113 | 21 Jan 2025 | 00:39:38 | |
Join Alex McLeod, Founder and CEO of Parlay Finance, to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending. Presented by Remedy Consulting For more information on BankTalk: | |||