The Knowledge Stack

Jason Tilley

Unlock the world of Fintech, banking, technology, and business with The Knowledge Stack, your go-to podcast for staying ahead of the curve. Each episode breaks down the most pressing current events and emerging trends, delivering expert insights and actionable knowledge to help you navigate today's rapidly evolving digital economy. From disruptive technologies and innovations in finance to the biggest moves in business, The Knowledge Stack offers a stacked lineup of discussions, interviews, and analyses with industry leaders and thinkers. Whether you’re a seasoned professional, an aspiring entrepreneur, or simply tech-curious, this podcast equips you with the knowledge to stay informed and inspired. Tune in, stack up, and stay ahead.

  1. JUL 4

    Mark Wormgoor - AI in the Board Room

    SummaryIn this conversation, Jason Tilley and Mark Wormgoor discuss the transformative potential of AI in business, the challenges of navigating boardroom expectations, and the importance of compliance in regulated industries. Mark emphasizes the need for a strategic approach to AI deployment, focusing on solving business problems rather than succumbing to the allure of technology for its own sake. They explore the ethical implications of AI data usage, the evolving landscape of AI regulations, and the role of major cloud providers in facilitating AI solutions. The discussion also touches on payment innovations in Europe and the future of AI in content creation. 👋 Hi, my name is Mark Wormgoor. I'm a tech strategist and executive coach. Over the past 30 years, I've consulted for industry leaders, led large global IT teams, and coached high-profile tech executives. Throughout my career, I've enjoyed working with renowned organizations including: Lipton, CRH, Jacobs Douwe Egberts, Accenture, Shell, ING, ABN Amro, Van Lanschot, and KLM Air France. Today, I run Tairi. We deliver tech strategy, software development, and executive coaching to tech leaders. Throughout my career, I've seen and worked for too many companies where IT is a supporting function. As AI and tech rapidly evolve, businesses that prioritize strategic tech leadership at the executive level will drive exceptional growth and impact. My mission is to place tech leadership at every boardroom table. By making technology and AI integral to strategic decision-making, we create lasting impact for business leaders, their teams, and their customers alike. https://themaverickcto.com/goal-setting TakeawaysAI is a tool that should solve business problems. CIOs face pressure from boards to implement AI without clear direction. Effective AI deployment requires understanding business needs. Pilot programs can validate AI use cases before large investments. Compliance is crucial when using AI in regulated industries. Human oversight is necessary for AI decision-making. AI models can produce biased outcomes if not carefully managed. Partnerships with established vendors can mitigate compliance risks. Major cloud providers dominate the AI service market. The future of payments is evolving rapidly in Europe. Sound bites"AI is a cool tool, but just a tool." "You can't ignore this board question." "You need to define the actual problem." ChaptersAdd 2:00 for Intro 00:00 Introduction to Mark Wormgoor 01:10 AI in the Boardroom: Starting the Conversation 04:41 Managing Board Expectations on AI Implementation 07:46 Pilot Programs: Proving AI's Value 09:59 Effective AI Use Cases in Organizations 12:26 Navigating Compliance in AI Usage 15:44 The Role of Human Oversight in AI Decisions 19:38 Ethical Considerations in AI Decision Making 23:55 Trusting Third-Party AI Vendors 25:44 Navigating Compliance in AI Solutions 28:00 The Microsoft-OpenAI Relationship: Ethical Concerns 32:18 The Cooperative Nature of Credit Unions 37:06 Market Positioning of Major Cloud Providers 40:39 Amazon and Apple's Potential in AI 44:59 Payment Innovations: A Global Perspective

    56 min
  2. JUL 1

    Derrick Van Mell - Navigating the Chaos of Management

    SummaryIn this conversation, Jason Tilley interviews Derrick Van Mell, the principal at the Center for Management Terms and Practices. They discuss the chaotic nature of management, the importance of establishing standards, and the need for competent managers in today's world. Derrick shares insights on identifying bad bosses, transitioning from individual contributor roles to management, and the skills necessary for new managers. They also explore continuous improvement for managers and the shift in focus required when moving from management to executive roles. The conversation concludes with Derrick's personal productivity tips and a question for the next guest. Derrick Van Mell is the founder and Principal of The Center for Management Terms & Practices, the standards body for general management. His personal mission is to build a world community of caring leaders who live by the highest standards of ethics and competence. Everyone deserves a boss that makes them feel safe, appreciated, and proud. Everyone should have a boss who runs great meetings, provides clear direction and plans, and who helps people accomplish great things. He’s worked with leaders around the world in every size and type organization, and he’s the author of three books, including "Atoms & Orchestras: The Case for Standards-Based Management." ." Derrick has a BA in Economics, an MBA, and a Masters in English. Derrick has spoken in the US, Europe, and Asia to help leaders see management as a calling, an opportunity to serve others. To access these free standards of ethics and competence, listeners can visit THEINDEX.NET. Derrick's Website The Center for Management Terms & Practices: www.theindex.net Ethics standard: The Pledge of Managerial Power (see About) Competence standard and self-assessment: The Milwaukee Model (see about) Blog post for new managers: https://theindex.net/new-manager-30-day-quick-start-checklist/ Contact Derrick Van Mell for assistance: See Contact TakeawaysManagement lacks a standard foundation, leading to chaos. The need for good managers is increasing due to global challenges. Management is fundamentally a caring profession. Identifying bad bosses involves understanding ethics and power dynamics. Transitioning from individual contributor to manager requires self-reflection. New managers should focus on communication and personal development skills. Continuous improvement is essential for managers to stay effective. Executives must understand data and its implications for decision-making. Delegation is key for effective management at the executive level. Modeling positive behaviors can inspire others in the workplace. Sound bites"Management is a caring profession." "You have to have domain knowledge." "Who is your favorite boss and why?" Chapters (add about 2:30 for the intro) 00:00 Introduction to Management Standards 02:11 The Importance of Defining Management 05:17 The Role of Ethics in Management 08:18 Identifying Good and Bad Bosses 11:19 The Journey from Individual Contributor to Manager 14:00 The Role of Domain Knowledge in Management 17:12 The Evolution of Management Skills 19:56 The Spiritual Aspect of Management 22:50 The Need for Generalist Managers 25:57 Conclusion and Future of Management Standards 35:49 Understanding Management Strengths and Weaknesses 37:25 Skills for Transitioning to Management 39:53 The Milwaukee Model of Management Competence 43:10 Continuous Improvement for...

    1h 9m
  3. JUN 20

    Damien Lacey - Process Excellence

    SummaryIn this conversation, I speak with Damien Lacey, a process evangelist with extensive experience in process improvement. They discuss the importance of understanding and documenting processes, the metrics that matter in process improvement, and how organizations can effectively implement changes. Damien shares insights on the challenges of process improvement, including the need for executive buy-in, the significance of customer expectations, and the common pitfalls organizations face. The discussion emphasizes the value of a structured approach to process management and the role of culture in driving continuous improvement. TakeawaysProcess improvement is about organizing work to improve efficiency.Metrics such as speed, cost, and quality are key to process improvement.Understanding customer expectations is crucial for effective process management.Documenting processes is essential for improvement and standardization.Engaging employees in process improvement fosters a culture of efficiency.Choosing the right problems to solve can lead to quick wins in process improvement.Executive buy-in is critical for successful process initiatives.Organizations must balance the need for improvement with the realities of daily operations.The J-curve effect can be mitigated by choosing manageable projects.Service industries can apply process improvement principles effectively. Sound bites"This is potentially transformative." "It's all about improving metrics." "Speed is becoming more important." Keywordsprocess improvement, efficiency, productivity, process management, operational excellence, customer expectations, documentation, metrics, service industry, cross-departmental collaboration Damien Lacey is the Founder of OE Partners and has spent 20 years in Australia and Japan helping teams transform business processes. This session will teach you how to enable profitable growth through "step-change" improvements in productivity for your business Damien's Facebook page @oepartners on Instagram Damien's Website @OE_Partners on X Damien on YouTube

    1h 4m
  4. JUN 17

    Tim O'Hearn Social Media Villain

    Summary In this conversation, Tim O'Hearn discusses his journey as a rogue software engineer and author of the book 'Framed: A Villain's Perspective on Social Media.' He shares insights into his early experiences with social media, the motivations behind writing his book, and the intersection of software engineering and social media strategies. Tim reflects on the importance of digital metrics and the opportunities he identified in the social media landscape. Takeaways Tim O'Hearn is a rogue software engineer and author. His book 'Framed' explores the social aspects of the internet. He started his journey by purchasing fake Twitter followers. Tim's background in computer science influenced his career in social media. He co-founded Shark Social to help people gain Instagram followers. The book reflects on significant events in the tech industry. Tim's experience highlights the importance of digital metrics. He transitioned from software engineering to writing full-time. The social media landscape has evolved significantly over the years. Tim emphasizes the need for authentic narratives in tech. Tim identified an arbitrage opportunity in social media early on. The algorithms of social media have evolved significantly over the years. Capitalism has a profound impact on how social media platforms operate. AI-generated content presents challenges for moderation. Identity verification is crucial for accountability on social media. The addictive nature of screens affects social interactions. Youth today face unique challenges due to social media exposure. Conversations about social media are essential for understanding its impact. Tim's book aims to provoke thought and discussion on these issues. The future of social media requires careful consideration of its effects on society. Keywords Tim O'Hearn, Framed, social media, software engineering, digital fame, algorithms, Shark Social, book writing, internet culture, social media strategies Find Tim's book here: https://a.co/d/aSpboAw Tim wrote Framed: A Villain's Perspective on Social Media. 🏆 #1 New Release and #1 Bestseller in "Social Aspects of the Internet" 💰 $500k earned in his social media growth side hustle 📈 8+ years spent as a software engineer in quant finance 👨🏻‍💻 Designed feed, push notifications, and recommendations at a social media startup 📖 200+ books read and reviewed 2016-2020, one of the top non-fiction reviewers on Goodreads 🏃🏻 Sports journalist and gonzo writer, published on FanSided, FloTrack, and LetsRun. Ran in NCAA meets through his late 20s

    53 min
  5. JUN 13

    Jessica Martin C-Suite Burnout

    Summary In this conversation, Jessica Martin discusses the complexities of burnout, particularly in the C-suite, and how cultural shifts and generational differences impact perceptions and experiences of burnout. She emphasizes the need for innovative business models and frameworks to support mental health and resilience in the workplace. The discussion also highlights the importance of mindfulness and neuroscience in addressing burnout and fostering a healthier work environment. In this conversation, Jessica Martin discusses the complexities faced by C-suite executives, emphasizing the importance of mindfulness and transcendental meditation in managing stress and preventing burnout. She highlights the need for alignment between personal core values and corporate values, and the significance of setting appropriate boundaries. The discussion also covers the importance of self-reflection, compassionate leadership, and the human touch in corporate culture. Jessica advocates for empowering teams through tailored training and emphasizes the need for businesses to adapt to industry disruptions while maintaining a focus on human experiences. Burnout Assessment - https://docs.google.com/document/d/1LnRrwqn-SVWT1UYNYLQakQYXVk71NL3jHTouesh4qJk/edit?usp=sharing http://www.blissoutmentor.com/ High Level Low Level Thinking - Dr Travis Bradberry -https://www.linkedin.com/in/travisbradberry/ https://jessicamartinllc.com/ https://www.linkedin.com/company/bliss-out-mentor https://www.youtube.com/@BlissOutMentor-e3x Takeaways Burnout is a psychological phenomenon influenced by societal changes.Executives often face burnout but feel unable to express it.Cultural norms within organizations can exacerbate burnout.Generational differences affect tolerance and perceptions of burnout.Innovative business models are needed to address burnout effectively.Entrepreneurs must create frameworks to prevent burnout from the start.Mindfulness practices can help mitigate burnout symptoms.Transcendental meditation is a powerful tool for reprogramming the brain.Peer support is crucial for executives dealing with burnout.Understanding individual needs is key to addressing burnout in organizations. C-suite executives face overwhelming complexities in their roles.Transcendental meditation can significantly reduce stress and improve decision-making.Aligning personal core values with corporate values is crucial for job satisfaction.Setting appropriate boundaries is essential for C-suite executives.Self-reflection through journaling can help identify personal and professional challenges.Compassionate leadership can minimize employee burnout.The human touch is vital in addressing burnout and improving corporate culture.Empowering teams through tailored training fosters loyalty and trust.Industry disruptions require businesses to adapt while maintaining a focus on human experiences.Starting a business can empower individuals and contribute to societal change.

    58 min
  6. JUN 11

    Ryan McEleney - DEI and Human Capital

    Summary In this conversation, Ryan McEleney shares his unique journey from an accidental career in banking and HR to leading the culture and people at American Eagle Financial Credit Union. He discusses the importance of culture in organizations, the transition from a large bank to a credit union, and the strategies employed to enhance employee engagement and experience. Ryan emphasizes the role of data in understanding and improving workplace dynamics, while also addressing the challenges of privacy and the perception of data use in HR. In this conversation, Ryan discusses the intricacies of building a DEI program at American Eagle, emphasizing the importance of data privacy, the need for anonymization in analytics, and the challenges of navigating sensitive conversations around diversity, equity, and inclusion. He highlights the significance of creating safe spaces for employees to express their identities and the necessity of authenticity in DEI efforts. The discussion also touches on the surprisingly light pushback faced from traditional members and the importance of fostering a culture of belonging within the organization. Key Takeaways Ryan's career in HR was accidental but led to significant insights.Culture is foundational for organizational success and change.Employee engagement is measured through robust processes and surveys.Generational differences impact communication and workplace dynamics.Data analytics can enhance employee development and engagement.Transparency in data use is crucial for employee trust.The importance of psychological safety in the workplace.Continuous improvement in employee experience is essential.Leveraging technology can streamline HR processes and enhance engagement.Understanding employee sentiment is key to a positive workplace culture. Data privacy is crucial in analytics to protect individual identities.Anonymization can make data useful without compromising privacy.DEI programs should focus on representation and community alignment.Inclusion encompasses diversity and equity, creating a holistic approach.Creating safe spaces encourages vulnerability and authenticity.Pushback from traditional members is common but manageable.Authenticity in DEI efforts attracts the right people to the organization.DEI initiatives must be adaptable to local conditions and demographics.It's important to address misconceptions and fears surrounding DEI.The success of DEI programs relies on genuine engagement and participation. Keywords DEI, employee engagement, credit union, HR analytics, workplace culture, generational differences, employee experience, data-driven HR, Ryan Macalanie, American Eagle, DEI, data privacy, analytics, inclusion, belonging, diversity, equity, workplace culture, mentorship, coaching Check out American Eagle Financial Credit Union here. https://www.americaneagle.org/ Ryan joined the credit union movement in 2021. He proudly serves the members of American Eagle Financial Credit Union, the largest full-service community credit union headquartered in Connecticut. He leads a People & Culture team that includes Business Intelligence, DEIB, Process Excellence, Talent Growth & Engagement, and Total Rewards & People Ops disciplines. Collectively, they work to create the ideal conditions for AEFCU’s talented people to thrive in support of their mission. Previously, Ryan spent nearly twenty years at a large regional bank, in roles ranging from teller to SVP of HR Analytics, Incentives, and Technology.

    55 min
  7. JUN 8

    Chase Larson - Master of Coin

    Episode 8 is a quick dip in the pool of Digital Assets. Chase and I talk about the current state of play in the crypto space and discuss current and future directions for this exciting industry. I completely agree with Chase's position that digital assets are the next payment rail that FI's should be looking at. Now is the time, specifically for credit unions, to stake a claim or be left behind as we're seeing the traditional big baddies like MasterCard and Visa start to move in and plant their flags. This is an opportunity to offer a lower cost and faster speed payment option to members. For more information about what Chase and St Cloud Financial are doing with Daland see the links below. https://www.dalandcuso.com/ https://scfcu.org/ Chase Larson, Executive Vice President and Chief Lending Officer at St. Cloud Financial Credit Union, DaLand CUSO board member, and board member of the TriUnity Foundation, is a dynamic leader with nearly two decades of strategic experience in finance, credit unions, and community banking. His expertise spans risk management, member business lending, strategic portfolio growth, and emerging areas such as digital finance, crypto, and tokenized assets. As the executive driving SCFCU’s digital asset strategy, Chase leads the development and execution of innovative financial solutions, including the CU-Digital Asset Vault, ensuring the credit union remains at the forefront of this evolving space. His leadership extends across all facets of lending, fostering a culture of growth and innovation. This is evident in the successful launch of the Business Services Strategy, the SBA initiative, and the insured “Extra Mile Loan Program.” He is deeply committed to people development, coaching, and creating an environment where every team member can thrive. Chase also plays a crucial role in SCFCU’s long-term strategy, particularly in integrating lending products with fintech infrastructure like DaLand’s R Path. His deep understanding of lending, risk management, and strategic growth ensures that SCFCU remains adaptable and competitive in a rapidly evolving financial landscape.

    30 min

About

Unlock the world of Fintech, banking, technology, and business with The Knowledge Stack, your go-to podcast for staying ahead of the curve. Each episode breaks down the most pressing current events and emerging trends, delivering expert insights and actionable knowledge to help you navigate today's rapidly evolving digital economy. From disruptive technologies and innovations in finance to the biggest moves in business, The Knowledge Stack offers a stacked lineup of discussions, interviews, and analyses with industry leaders and thinkers. Whether you’re a seasoned professional, an aspiring entrepreneur, or simply tech-curious, this podcast equips you with the knowledge to stay informed and inspired. Tune in, stack up, and stay ahead.