Episodes

Nov. 13, 2024

Lessons Learned: Equipping Businesses for Future Crises Post-Pandemic

In the face of unprecedented challenges brought on by the COVID-19 pandemic, small businesses across the nation have demonstrated remarkable resilience and ingenuity, adapting to new realities and discovering innovative ways ...

Oct. 30, 2024

Rising Above the Liquidity Crisis: Navigating Interest Rate Changes with Strategic Oversight

Can credit unions turn economic setbacks into stepping stones for success? Today, we sit down with https://www.linkedin.com/in/dustinholmberg, Chief Revenue and Lending Officer at https://www.clearviewfcu.org/. With $2 billion in assets and a...

Oct. 2, 2024

From Ledgers to Algorithms: Revolutionizing Financial Data

Ultimately, providing the best financial advice or service is all about having the right data in the right place at the right time. This week, host Matt Snow speaks with Chris Gifford , Chief Data and Analytics Officer at USA...

Sept. 18, 2024

Banking on Community: Meeting the Needs of Underserved Consumers

From having a child to starting a business, every major life decision comes with financial implications—and with those come concerns and challenges. But even concerns come in all different shapes and sizes, so building trust ...

Sept. 4, 2024

Small Steps, Big Gains: Scaling Success with AI in Credit Unions in 2024

Like many institutions, credit unions can't afford to be left behind in the race to adapt to the new AI-driven technological landscape. But successfully and responsibly leveraging AI goes beyond adopting AI solutions for the ...

Aug. 21, 2024

Adapting to Turbulence through Fintech Innovations

Things need to change, oftentimes more than we’d like. This week, host Matt Snow is joined by https://www.linkedin.com/in/adam-goller-7188a94/, EVP and Head of Fintech Banking at https://www.crossriver.com/, for a conversation about transformation...

Aug. 7, 2024

The CFPB, Financial Regulation and Generative AI… Oh My!

Although the US Supreme Court recently upheld the CFPB’s funding system—and removed a major threat to the agency’s ability to regulate financial products and services—the future of financial regulation is far from settled or ...

July 24, 2024

Cashing in on AI: Streamlining Bank Operations

Successful AI integration isn’t just about saving time or cutting costs—it’s about thoughtfully implementing the technology into areas where it can do the most good for the company and the customer. On today’s episode, host M...

July 10, 2024

The Buckeye Boom: Ohio’s Growth in Tech

When it comes to the tech revolution, it’s not all about the coasts or the biggest cities. Although areas like Silicon Valley continue to dominate the headlines and the public imagination, there’s an undercurrent of tech grow...

June 26, 2024

Niche Markets, High Impact: Leading the Charge in Early-Stage Credit Facilities

In today’s episode, host Lynn Sautter Beal talks with https://www.linkedin.com/in/jillian-jaccard-murrish-b324a52b/, CEO of https://www.pieram.com/, about the waves she and her firm are making in the market — targeting less liquid and underserved...

June 12, 2024

Shaping Pragmatic Regulations for FinTech Innovation

There’s no one-size-fits-all approach to regulation in the world of financial services. Sometimes it’s a matter of encouraging fintech companies to engage in responsible behaviors—and other times it’s a matter of allowing res...

May 29, 2024

Navigating the Data Race in Financial Services

For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest techno...

May 22, 2024

Under Inflationary Pressure: Reshaping Strategy

On today’s episode, host Lynn Sautter Beal is joined by https://www.linkedin.com/in/matthew-hrna-45b60847/, Senior Vice President at https://www.regions.com/personal-banking to discuss inflationary pressures and market volatility impacting banks...

May 15, 2024

The Fairness Frontline: Insights in Fair & Responsible Banking

For many in the financial industry, it’s not hard to see banks and financial institutions committed to providing services that are both effective AND ethical. But all that work is for nothing if fair and responsible banking p...

May 8, 2024

No Place Like Home Equity: 2024 Lending Insights

This week, host Matt Snow talks with https://www.linkedin.com/in/mike-shepard-7ba9b313/, Senior VP - Head of Consumer Lending Partnerships at https://careers.usbank.com/global/en, about trends, best practices, and concerns within the world of home...

May 1, 2024

Launching Upstart’s AI Certification Course

AI is top of mind for most financial services organizations, but the question of, 'where to begin?' remains. Upstart's new AI in Financial Services Professional Certification course is designed to give banking professionals a...

May 1, 2024

2024 Auto Trends: Financing, Sales, and Consumer Behavior

On today’s episode, host Matt Snow is joined by https://www.linkedin.com/in/melinda-zabritski-3951834/, Sr. Director at https://www.experian.com/automotive/auto-data, and https://www.linkedin.com/in/mark-pregmon-aa4b922/, Head of Credit Operations at...