Banking Out Loud

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This podcast brings together industry experts and banking professionals to discuss the latest trends, technology and strategies relevant to the banking sector. Tune in to stay ahead in a rapidly evolving industry Discover other PCBB insights: Industry Insights: https://www.pcbb.com/industry-insights Daily Newsletter: https://www.pcbb.com/bid

  1. 21 DE OUT.

    Industry Experts Discuss Today's Existential Banking Challenges

    This special episode brings together a powerhouse panel of industry experts to tackle the existential challenges facing community financial institutions (CFIs) today. In a banking environment shaped by market pressures, rapid technology disruption, evolving regulations, and shifting customer expectations, survival is far from guaranteed. Moderator Curt Hecker, CEO & Executive Chairman of PCBB, leads a dynamic conversation with Gary Steven Findley, Esq., President of Gary Steven Findley & Associates; Aaron Donaldson, Financial Institutions Consulting Co-leader and Principal with RSM; and John Pietrzak, President and CEO of Devrai Capital. Together, they share practical strategies CFI leaders can put to work immediately — covering capital planning, board effectiveness, technology adoption, AI readiness, and more. These insights are not just future-focused — they address what every CFI executive and director should act on now to ensure long-term relevance and resilience. This episode intentionally runs longer than usual, reflecting the depth and urgency of the topics discussed. To make it easy for listeners to dive in, chapters have been included for quick navigation. Listeners can choose the segments most relevant to their role or revisit critical advice. The length, structure, and caliber of voices in this discussion make it an invaluable resource for anyone committed to shaping the future of community banking.   MODERATOR: Curt Hecker CEO & Executive Chairman PCBB PANELISTS: Gary Steven Findley, Esq. President Gary Steven Findley & Associates Aaron Donaldson Financial Institutions Consulting Co-leader and Principal RSM US LLP John Pietrzak President and CEO Devrai Capital

    1h14min

  2. 16 DE SET.

    Strategic Planning Tips From PCBB’s CEO: AI, Change & Growth

    In this episode of Banking Out Loud, host Sonia Portwood and Curt Hecker, industry veteran and CEO of PCBB, unravel the essentials of strategic planning for community financial institutions (CFIs). Discover how senior leaders and boards can leverage digital transformation, AI, and compliance best practices to drive growth, enhance customer experience, and stay competitive amidst rapid industry change. The conversation highlights actionable strategies, technology modernization, project management, risk mitigation, emerging fintech partnerships, and market trends shaping community banking in 2026. Tune in for expert insights and proven approaches to future-proof your CFI. Guest: Curt Hecker CEO & Executive Chairman PCBB Download this episode's companion PDF for takeaways and tips on Strategic Planning. DOWNLOAD Check out this PCBB BID article for even more Strategic Planning insight from Curt Hecker. READ ARTICLE

    27min

  3. 20 DE MAR.

    Banking on Cannabis: Risks, Rewards & Regulations

    As the cannabis industry grows, community financial institutions face a pivotal decision — should they step into the Marijuana-Related Banking (MRB) space? In this episode, we explore the evolving landscape of MRB, breaking down the risks, rewards, and regulatory complexities of taking on cannabis-related business customers. Join us as we dive into the conversations CFIs are having with regulators about MRB, the potential impact of legislative changes like the SAFE Banking Act, and real-world insights from financial institutions already offering MRB services. We’ll also discuss reputation management, compliance strategies, and what it takes to run a successful MRB program. If your institution is weighing the pros and cons of MRB, this episode will give you the knowledge you need to make an informed decision about this rapidly evolving sector. Resources: The Shield Compliance Cannabis Banking Playbook GUESTS: Tony Repanich President and CEO Shield Compliance shieldbanking.com Aviva Lipkin SVP, BSA/AML & OFAC Officer Risk Department PCBB pcbb.com

    38min

  4. 05/12/2024

    The Power of Your People: UBank’s CEO Talks Relationship Banking

    Banking Out Loud host Nancy Ozawa discusses relationship banking, its benefits, and strategies for success with guest Justin Armstrong, Co-CEO of UBank, and PCBB’s Northeast Regional Manager, Mike Foreman. The group delves into how prioritizing customer relationships over transactions radically transformed UBank’s approach to banking. Join us as we break down UBank’s vision to level up community banking into actionable insights. Their winning strategy focuses on common sense, consistency, and efficiency, creating long-term, sustainable success for both their customers and their team. This episode is a must-listen for those striving to elevate their own institutions to new heights. Guest: Justin Armstrong Co-Chief Executive Officer UBank

    29min

  5. 05/11/2024

    What Makes an Institution Successful—A Regulatory Perspective

    In this episode, Kathy Lonowski, former regulator with the FDIC, explores the keys to success for community financial institutions. Lonowski shares insights on the importance of proactive risk management, strong communication, and effective data use in decision-making. She explains why involving regulators early in risk discussions is crucial and highlights the significance of corporate governance and stakeholder trust in ensuring long-term success. Lonowski also touches on the role of middle management in addressing issues and stresses the importance of due diligence when launching new products. She wraps up with a practical look at how regulatory bodies coordinate and why preemptive reporting can prevent bigger issues down the line. Resources: • FDIC - Third-Party Risk Management, A Guide for Community Banks • eCFR - Appendix A to Part 364—Interagency Guidelines Establishing Standards for Safety and Soundness Guest: Kathy Lonowski Former FDIC Regulator

    35min

  6. 09/07/2024

    A Middle Manager’s Guide To Driving Organizational Success

    In this insightful episode, we dive into the unique challenges and opportunities of mid-level managers. Scott Mautz, accomplished author, keynote speaker, and trainer leverages his decades of management experience at Proctor & Gamble (P&G), along with data and actionable tips and strategies, to help middle managers thrive in hierarchy, differentiate themselves, and influence “up, down, and across the organization.”  Scott offers a fresh perspective on how middle-managing leaders can enhance their influence by being a powerful resource for upper management, coaching and empowering their teams, and championing collaboration between departments to drive meaningful change from the middle of their organization. He also shines a light on the skills that separate the truly great middle managers from the pack and how they actually form the backbone of successful companies.   Resources Mentioned: •Leading from the Middle (Book) •The Mentally Strong Leader (Book) •Free 60-Page Companion Workbook (PDF Download) Guest: Scott Mautz Author, Keynote and Trainer Founder, Profound Performance https://scottmautz.com/

    39min

  7. 25/04/2024

    Harnessing the Potential of Generative AI in Banking

    AI is expected to be as big a disruptor as the internet was. In this episode, we're joined by Kendra Ramirez, CEO of KR Digital Agency and an expert in AI. Together, we explore the far-reaching impacts of AI across industries, focusing on the banking sector and generative AI. Kendra unpacks the nuances of generative AI, shedding light on its benefits and challenges. She shares actionable tips for navigating the AI landscape, from getting started to vetting AI-powered tools effectively. She also emphasizes the importance of developing an AI policy to ensure responsible and ethical use and to prevent shadow AI.  Join us as we uncover the transformative power of AI and how you can harness it strategically to help achieve your business goals.   Guest: Kendra Ramirez Chief Executive Officer KR Digital Connect with Kendra on LinkedIn

    37min

  8. 28/03/2024

    Accelerating Faster Payments Success – Insights from PCBB & Fiserv

    In this episode of Banking Out Loud, Fiserv payments experts Paul Sullivan and Justin Jackson join PCBB’s payments expert Sheila Noll to discuss the rapidly evolving faster payments landscape. Their conversation touches on the importance of strategic thinking and collaboration with partners, while also driving home the need to view faster payments as an opportunity to better serve customers and differentiate your institution. They also discuss other considerations, such as the value of data-rich transactions enabled by ISO 20022 and the potential for new use cases and business models as faster payments continue to develop.   Guests: Sheila Noll EVP, Chief Operating Officer PCBB Justin Jackson SVP, Head of Enterprise Payment Solutions Fiserv Paul Sullivan VP, Treasury Solution Sales Fiserv

    28min
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Sobre

This podcast brings together industry experts and banking professionals to discuss the latest trends, technology and strategies relevant to the banking sector. Tune in to stay ahead in a rapidly evolving industry Discover other PCBB insights: Industry Insights: https://www.pcbb.com/industry-insights Daily Newsletter: https://www.pcbb.com/bid

Informações

  • Criado por
    PCBB
  • Anos de atividade
    2023 - 2025
  • Episódios
    24
  • Classificação
    Livre
  • Copyright
    © Copyright 2021 All rights reserved.
  • Site do podcast
    Banking Out Loud

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