PODCAST · business
Operate Podcast
by Carey Ransom
A behind-the-scenes look at company building from the perspective of builders themselves - this is how we operate! With host Carey Ransom.
Episodes
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R&D for the Rest of Us: A Community Bank's Innovation Playbook - Heath Fountain, CEO of Colony Bank
In this new format "brief" episode of the Operate Podcast, I caught up with Heath Fountain, CEO of Colony Bank, the largest community bank in Georgia with locations spanning Georgia, Alabama, and the Florida Panhandle. We explored how community banks can approach innovation strategically without...
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Betting on People: 25 Years of Winning Bank Investments - Tom Brown, CEO of Second Curve Capital
In this episode of the Operate Podcast, we dive deep into the world of banking investment strategy with Tom Brown, CEO and founder of Second Curve Capital. Tom brings an incredible 40-plus year perspective on the banking industry, starting as a top-rated Wall Street analyst before founding his...
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Biggest Ponzi Scheme of All Time? Open Banking's Need for a Network Solution - Georgina Merhom, Founder & CEO of SOLO
I'm so grateful that Georgina joined me for a conversation to explore the future of financial data infrastructure. As the founder and CEO of SOLO, she brings a unique outsider perspective to financial services, having started her career as a data scientist in cybersecurity before founding Egypt's...
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Strategies of Banking Rebels - John Maxfield, Founder of Maxfield on Banks
In this episode of the Operate Podcast, we took a deep dive into the world of community banking with John Maxfield, the mind behind Maxfield on Banks. We explored the critical role community banks play in local economies and the unique challenges and opportunities they face. John discussed his...
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Getting Raw: Leadership & Trust in Volatility - Dan Holt, Co-founder & CEO, BillGO
In this episode of the Operate Podcast, we explored leadership through volatility with Dan Holt, co-founder and CEO of BillGO. Rather than looking back at his entire career, we focused on the major transformation he's currently navigating both personally and professionally as his company pivots…
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Helping Banks Figure Out What's Next - Brooke Ybarra, SVP Innovation & Strategy at ABA
Brooke Ybarra and I dive into the intricacies of innovation and transformation within the banking industry in this episode. She is currently SVP of Innovation and Strategy at the American Bankers Association (ABA). Brooke shares her unique career journey, starting with the CIA, strategy…
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Business Transformation > Core Conversion - Kristiane Koontz of Zions Bancorporation
In this episode of the Operate Podcast, we explore the complex and crucial topic of technology transformation within the banking sector, with Kristiane Koontz, EVP and Director of Treasury Services and Payments at Zions Bancorporation. We dive into the significance of replacing legacy banking...
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Is It Magic? Uniting High-Tech & High Touch in Banking - Marc Rehberger of Customers Bank
In this episode of the Operate Podcast, we explored the transformation of the banking sector through technology, leadership, and community engagement. Our guest, Marc Rehberger, delves into his journey from technology companies to leading tech-enabled banking at Customers Bank. We discussed...
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Fintech Lending Legend: History & Future - Peter Renton, Founder and CEO of Renton & Co
In this episode of the Operate Podcast, we take a behind-the-scenes look at the birth of fintech P2P and marketplace lending with Peter Renton, one of its pioneers. Peter shared his extensive background, starting from his early days as a self-directed investor to founding key fintech companies…
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Fintech Balancing Act: Risk, Growth & Regulation - Jason Mikula, Founder of Fintech Business Weekly
In this episode, we get an insider look into the financial technology landscape with Jason Mikula. Jason shares his journey, from his unexpected entry into financial services and digital marketing to launching the publication Fintech Business Weekly. He emphasizes the importance of understanding...
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Short Story, Big Impact: An E-Commerce Fashion Revolution - Isabella Sun, Founder & CEO of Short Story
In this episode of the Operate Podcast, we give you a behind-the-scenes look at company building with Isabella Sun, Founder and CEO of Short Story, a subscription e-commerce company serving petite women. The discussion sheds light on Isabella's journey from a structured finance career to becoming…
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Dancing Through Chaos: People Centric Leadership - Tiffany Haynes, COO of Fingercheck
In this episode of the Operate Podcast, we got a behind-the-scenes look at company building from Tiffany Haynes, COO at Fingercheck. Tiffany discussed her transition from a 19-year career at Jack Henry to her role at Fingercheck, a startup focused on payroll and HR services for small businesses....
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Bank & Fintech Partnerships: Compliance is Key - Rafael DeLeon, SVP of Industry Engagement at NContracts
In this episode of the Operate Podcast, we dive deep into the evolution of 'Banking as a Service' (BaaS) and its complexities. My guest, Rafael DeLeon, the SVP of Industry Engagement at NContracts, shares his extensive insights on the partnership dynamics between community banks and fintech...
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Upgrading Commercial Real Estate Banking - Shayne Skaff, Co-founder & CEO of Blooma
In this episode of the Operate Podcast, we delve into the use of AI & Machine Learning within the commercial real estate lending industry. My guest is Shayne Skaff, co-founder and CEO of Blooma, a SaaS company revolutionizing commercial real estate lending and portfolio management. Our discussion...
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Security Culture In & Beyond Your Bank - David Shipley, Co-founder & CEO of Beauceron Security
In this episode, we delve into cybersecurity and the importance of making it relevant to each individual, beyond just their organization. My guest is David Shipley, Co-founder and CEO of Beauceron Security. David shares his journey from a career-altering cybersecurity incident at the University…
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Data-Driven Banking Strategies & Competitive Edge - Brian Bauer, CEO of Revio
In this episode of the Operate Podcast, we delve into the essential role that technology and data analytics play in the banking industry's future. My guest was Brian Bauer, CEO of Revio, a promising banking and analytics technology startup that's making waves by assisting banks in leveraging…
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Knowing Your Partners: Fintech & Banks - Adam Shapiro, Partner & Co-founder of Klaros Group
Given all that is going on in partner banking between community banks and fintechs, it was good timing to have Adam Shapiro on from Klaros Group. We took a deep dive into the evolving landscape of the financial industry, particularly at the intersection of banking, innovation, and regulation.…
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Better Risk Management For Community Banks - Michael Berman, Founder & CEO of NContracts
Entrepreneurs always inspire me, and Michael Berman re-affirmed that when we met a couple years ago. It's also been a pleasure to build a partnership with him and his company, NContracts. He shared a lot of company and personal history, as well as industry perspective, in this conversation. With…
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Growing the Pie Bigger in Venture Capital - Winter Mead, Founder & CEO at Coolwater
In this episode, I interviewed Winter Mead, founder and CEO of Coolwater Capital, an incubator/accelerator that helps launch and scale venture capital funds, as well as a fund to invest in them and community to support them. This was a super fun, engaging and important conversation for emerging...
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Better Together: Illinois Community Banks Collaborate - Mike Kelley (CBSC) & Kraig Lounsberry (CBAI)
It was an absolute pleasure to have Kraig Lounsberry and Mike Kelley from Community Bankers Association of Illinois on the podcast. As the leaders of the association and service corporation, respectively, they advocate for and support community banks at one of the largest bank state associations…
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A New Day For Bank Cores, Embracing Collaboration - Tara Schultz, SVP Strategy at CSI
I was excited to record my conversation with Tara Schultz, as we've had several good discussions since meeting and she always has so many ideas and perspectives to share. She has been a key part of CSI for several years, and discussed her career path in and around banking, how CSI is evolving and...
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Emerging as a VC Manager from a Community - Amber Illig, General Partner at The Council
My latest guest is Amber Illig, General Partner at The Council. What started, as she told me, as her desire to do angel investing eventually expanded to a community and then a fund a couple of years ago. The Council Fund typically invests about $50-100K into pre-seed startups, and then she also…
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Keys to Community Bank Tech Innovation - Sean Willett, CAO of Five Star Bank
I've really enjoyed working with Sean Willett over the last couple of years, and it was a special treat to have him on the podcast. I'm grateful for the friendship we've developed and how generous he is with his perspective and feedback. We always have productive and future-focused conversations…
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Next Generation Family Banking - Kristin Marcuccilli, President of STAR Financial Group
Kristin Marcuccilli joined me to share the STAR Financial journey, which is in its 80th year and has had at least one member of her family involved since inception. She's a great example of a next generation business leader, fully aware of the opportunities and challenges that technology and…
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Wholesale Finance Innovation for Banks - John Mizzi, Founder & CEO of Vero Technologies
John Mizzi from Vero Technologies joined me to talk about his founder journey and the dual value proposition his company offers to banks and some of the larger commercial customers who hold and sell physical inventory. We discussed how challenging it's been for many banks to manage their…
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Challenging How Early Startups Build - Zac Lyons, Managing Partner at Agile Innovation Advisors
This conversation has been a long time coming, as Zac Lyons and I have been talking about Jobs-To-Be-Done and its applicability to how startups identify and build the most important products. It was so fun to record our discussion, and you'll find me in the zone during many parts of it, as it's a...
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Community Banks Will Still Thrive - Brad Bolton, CEO of Community Spirit Bank, and Immediate Past Chairman of ICBA
The heart of a community banker is a real thing. I remember it from my childhood, growing up in a community where my family was involved in the local community bank. My grandfather's and father's friends were bankers and they were passionate about the community and what the bank could do to help…
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New Approaches to Talent & Culture in Banks - Samantha Berg, CHRO of Choice Bank
I really enjoyed my conversation with Samantha Berg, the Chief HR Officer at Choice Bank. She's spent most of her career there and has grown and advanced inside of the bank, and embodies its culture. She also has a fresh and relevant perspective as an HR leader, and shared a lot of those thoughts...
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Future Leadership, Strategy & Growth in Community Banking - Heath Fountain, CEO of Colony Bank
In this episode, Heath Fountain, CEO of Colony Bank, delves into the world of community banking and how Colony Bank has navigated growth and innovation amidst the current economic uncertainty. He discusses the importance of incorporating technology to create efficiency for the bank and better...
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Staying Ahead of the Tech Curve in Community Banking - Greg Ohlendorf, President & CEO of First Community Bank
Greg Ohlendorf is the President and CEO of First Community Bank & Trust in Beecher, Illinois. He has over 35 years of experience in community banking and is known for his active leadership and advocacy for community banks. Greg has served as both a board director for the ICBA and his state…
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Cyber Governance & Risk Management Success - Zach Duke, Founder & CEO of Finosec
Zach Duke is the founder and CEO of Finosec, a company that provides a governance automation platform for financial institutions. They offer automated solutions, relentless protection, continuous monitoring, and actionable insights to help financial institutions save time and enhance exam...
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Driving Change in Trucking Insurance - Ian White, Co-founder & CEO of Koffie Financial
Ian White and I have known each other for nearly 20 years, and intertwined through several parallel entrepreneurial adventures. I was excited to finally record one of our conversations and let him talk about Koffie Financial, the company he co-founded a few years ago, that is disrupting the…
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Making Waves: A Founder’s Journey - Jacob Ruytenbeek, Founder & CEO of SailPlan
It's been an absolute pleasure to be alongside Jacob Ruytenbeek for his founder's journey since the very early days of SailPlan. His passion for the maritime industry was evident from the moment we met, and then combining that with a curiosity and openness to the customers and their biggest...
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When Passion Meets a Market Need - Nicky Senyard, Co-founder & CEO of Fintel Connect
Nicky Senyard takes me on the journey of her career as a successful entrepreneur and how that passion led her to do it again for a new customer segment in the financial services industry. Her company, Fintel Connect, is at the intersection of 2 major trends in the digitization of marketing and...
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Launching a Startup within a Bank - Nathan Baumeister, Co-founder & CEO of ZSuite
Nathan Baumeister is a co-founder and the CEO of ZSuite, and it was a pleasure to have him on the podcast. We talked about the founding of ZSuite within a community bank, and how it's now working with dozens of banks to help them with commercial escrow accounts, and also expanding bank deposits…
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Building a Personal Brand and Enjoying It - Teddy Mitrosilis of The Mitrosilis Group
It is so fun to get introduced to awesome new people, and I had a strong feeling that Teddy Mitrosilis and I would have a good conversation and connection. We did and I think you'll enjoy his stories and ideas thoroughly. (Thanks for the introduction, Mallory Maske!) We talked about his journey…
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Community-building as a Path to a VC Career - Rex Salisbury, Founder & GP at Cambrian
Rex Salisbury has a great story as his path into venture capital and transition from Andreessen Horowitz to founding Cambrian. It was fun recording our conversation so he could tell that story and inspire others who can now consider other paths to get there. His development of a community of...
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Charles Potts - Chief Innovation Officer at ICBA
Charles Potts is my favorite bank technology historian. And he happens to also be my partner in BankTech Ventures. This was a conversation I wanted to have and record for a long time, and I'm excited to share it. Charles is currently the Chief Innovation Officer of the ICBA (Independent Community...
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Eric Sprink - President & CEO of Coastal Community Bank
This episode was an absolute treat. Eric Sprink is what I call a human energizer bunny. He demonstrates abundance to his peers in community banking as he’s taught dozens of others how to do banking as a service right, which we talk about in the conversation. Eric is the CEO of Coastal Community...
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Wayne Miller - SVP Innovation Programs at ICBA
It was great to have Wayne Miller on the podcast and record our conversation, which wasn't far from a typical one we have all the time. Wayne recently joined ICBA to continue and expand the great work he's been doing with bank technology innovation and startups, and he's a key enabler of the…
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Brent Jackson - Founder & CEO of Torpago
Brent Jackson saw the opportunity for Torpago inside the finance and accounting organization of a prior company. I always enjoy when a founder just sees the opportunity and goes for it. He has a good focus on customers and ensuring he has happy ones with stories of high impact. And while he's in…
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Ron Shevlin - Chief Research Officer at Cornerstone; Senior Contributor at Forbes
It was a really fun first episode to start the year. Ron Shevlin from Cornerstone Advisors had a lot of great thoughts and insights to share and we covered a lot of ground. Ron talked about the strategic imperative for community banks and had a number of very clear action items banks can take to...
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Howard Makler - Founder & CEO of Innovation Refunds
Serial entrepreneur, Howard Makler, has been growing Innovation Refunds at 200% per quarter this year. Few companies ever do that quarter over quarter, as the numbers get big very quickly. It's been amazing to watch, and I was thrilled to have him join me to talk about the experience, his…
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David Wexler - Co-founder & CEO of PortX
David Wexler joined me to discuss a critical innovation and transformation topic in banking - integrations. This has been an expensive and painful area for banks and their technology partners for a long time, and few in community banking have embraced integration platforms, and that's slowed down...
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Zack DeFord - Co-founder & CEO of Smerf
Zack DeFord joined me to discuss his experiences as a lifelong gamer, and how his younger brother was bullied while playing online games. Zack's desire to make gaming safer and more fun for his brother led him to start Smerf, and that authenticity has served him well as he's built the company.…
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Cat Berman - Co-founder & CEO of CNote
Cat Berman and I met several years ago, so it was fun to finally have a recorded conversation. She is inspiring in her leadership of CNote and bringing more impact to the financial services world through the products that they offer. Community financial institutions have impact in their...
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Jason Yeh - Founder of Adamant, Teaching Founders To Be Better Fundraisers
Jason Yeh and I had a super fun chat about founders, how to help them better tell their stories, and some great examples he's seen. We also talked about the changes in the venture capital landscape in the last year, and what's likely ahead. He's spent a lot of time internationally as well,...
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Bradley Leimer - Co-founder of Unconventional Ventures, Author of Beyond Good
Bradley Leimer and I were destined to meet, and we finally did in NY earlier this year at Finovate, where we were on a panel together entitled "How Community Banks & Credit Unions Can Embrace Change to Compete In A Digital World." We both determined that we'd have a lot to talk about after the...
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Kiah Haslett - Managing Editor of Bank Director
This episode was a bit of a "turn the tables" one, as Kiah Haslett is an accomplished and energetic journalist who covers the banking industry. She's done so for 10 years, and you can find her at Bank Director, where she's Managing Editor. Kiah has covered the full spectrum of banking from…
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Mark Forbis - Former CTO of Jack Henry; now Board Director & Fintech Investor
Mark Forbis joined me on the podcast and we covered a lot of ground about culture, innovation and the history of technology in banking. He is the former Chief Technology Officer of Jack Henry, one of the largest technology companies in the banking industry, and he’s also a current Board Director…
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ABOUT THIS SHOW
A behind-the-scenes look at company building from the perspective of builders themselves - this is how we operate! With host Carey Ransom.
HOSTED BY
Carey Ransom
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Frequently Asked Questions
How many episodes does Operate Podcast have?
Operate Podcast currently has 168 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Operate Podcast about?
A behind-the-scenes look at company building from the perspective of builders themselves - this is how we operate! With host Carey Ransom.
How often does Operate Podcast release new episodes?
Operate Podcast publishes regularly with 168 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Operate Podcast?
You can listen to Operate Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Operate Podcast?
Operate Podcast is created and hosted by Carey Ransom.
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