PODCAST · business
Travillian Next
by Travillian Next
Travillian Next, launched in early 2020, is dedicated to producing original, behind-the-scenes content for the banking & fintech industries.http://www.travilliannext.com/
Episodes
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Why Should You Give Away Your Legos? How Hatch Bank President Amanda Swoverland Built Her Career and Her Advice for Future Leaders
Keith Daly of Travillian talks with Hatch Bank President Amanda Swoverland about her path from Fed examiner to Unit's Chief Compliance Officer to the top seat at a sponsor bank. Amanda shares the mentors who shaped her, why she treats culture as something you model every day, what it means to…
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Breaking $10 Billion: Mid Penn Bank's CEO, Rory Ritrievi, and Stephens' Frank Sorrentino on Bank M&A, Liquidity & Talent
Mid Penn Bank CEO Rory Ritrievi and Stephens' Frank Sorrentino join Travillian's Brian Love to talk bank M&A, liquidity and talent. Rory shares how Mid Penn grew from $550 million to more than $7 billion, how he keeps culture intact through acquisitions and why the bank is pausing M&A to prove…
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Travillian at The 2026 Deposit Conference: Brian Love Talks Talent, Deposits & Storytelling
This week, Travillian headed to Chicago for The 2026 Deposit Conference, and our usual host found himself on the other side of the mic. Between leading a panel on the rise of the Chief Deposit Officer and catching up with industry leaders, Brian Love, our Head of Banking & Fintech, slipped...
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Episode #2 - Avi Upreti, Principal, AI Strategist at Hebbia
Welcome to the second episode of Travillian Next: Investment Banking Edition! Hosted by Dave Yancoskie, Managing Partner & Head of Investment Banking at Travillian, and Adam Yancoskie, Principal, Investment Banking, with guest Avi Upreti, Principal, AI Strategist at Hebbia. Cutting Through the AI...
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Episode #1 - John Butler, Head of Insurance Investment Banking at Piper Sandler
Welcome to the first episode of Travillian Next: Investment Banking Edition! Hosted by Dave Yancoskie, Managing Partner & Head of Investment Banking Search at Travillian, with guest John Butler, Managing Partner & Head of the Insurance Investment Banking Group at Piper Sandler.Secrets To…
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Your Deposits Have Commitment Issues: The Economy's Humming, So Why Is Money Walking Out the Door?
Your deposits aren't as loyal as they used to be. Nationwide's Mark Hackett and Wolf & Company's Jeff Marsico explain why money is on the move, even in a strong economy, and what community banks should do about it.The economy looks good: consumers are spending, the stock market is healthy, and…
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The CISO Conversation: When You Need One, What to Look For, and How to Structure the Role
At most community banks, cybersecurity sits with an IT manager who already owns hardware, software, vendor risk, and board reporting. AI agents are now exploiting the same access control and segmentation gaps the industry has known about for twenty years, and that job has outgrown one desk. Amber...
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How CNB Bank Built a New Growth Engine by Listening to Women Entrepreneurs: Mary Kate Loftus, President, Impressia Connect, CNB Bank
Many niche banking initiatives rely more heavily on tailored messaging and distribution than on fundamentally differentiated financial products. But building a real growth engine requires a clean slate, a willingness to innovate at the product level, and deep research into the customers a bank...
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"Margin Is Just a Statistic — Net Interest Income Pays the Bills": Chris Marinac, Director of Research at Brean Capital, on Earnings Season
Chris Marinac, Director of Research at Brean Capital, breaks down Q2 2026 bank earnings with Brian Love of Travillian. Why margin is just a statistic, why deposits still win, where M&A goes next, and how banks are rebuilding their talent pipeline.
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Playing the Hits! A Roundtable Discussion with Bridgewater Bank’s Joe Chybowski, AllianceBernstein’s Michael Howard, and Performance Trust’s Matt Shields
Capital is flowing again for community banks but deploying it well is the hard part. Bridgewater Bank's Joe Chybowski, AllianceBernstein's Michael Howard, and Performance Trust's Matt Shields join Travillian's Brian Love for a roundtable on capital structure, what investors reward, bank M&A,...
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A Six-Year Build, Not a Three-Month Win: Patrick Slain of Stearns Bank on the BaaS Long Game
Everyone's talking about Banking-as-a-Service. Almost no one has actually built it — and even fewer have done it twice. Patrick Slain has. In this episode, the Stearns Bank fintech lead sits down with host Amber Buker to get real about what building a BaaS program takes: why it's a six-year...
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Community Banking’s Stablecoin Moment: Why Now Is the Time to Act
Stablecoins are moving from the headlines into the banking system, and community banks are paying attention. In this episode of Travillian Next, Alex Treece, CEO and Co-Founder of Stablecore, and Branden Hansen, President at Bank of Utah, join Travillian's Keith Daly to discuss why now is the...
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What’s Changing in Bank Compliance, From Regulatory Oversight to AI: Ian Moloney, Chief Policy Officer at AFC
Bank regulation has shifted fast over the last 18 months, and Ian Maloney, Chief Policy Officer at the American Fintech Council, joins Keith Daly on Travillian Next to break down what it means for bank compliance and risk teams. They get into why the prudential regulators are more coordinated…
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The Bank Failure That Sent a Ripple Through American Banking: Steve Plunk’s Lessons from Penn Square
Steve Plunk was the OCC examiner at the center of the Penn Square Bank collapse, one of the most consequential bank failures in American history. He sits down with Travillian's Amber Buker to revisit the oil-fueled bank that fooled the biggest names in banking, the one line on the balance sheet...
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Brent Beardall & Simone Lagomarsino: Two Bank CEOs on Leadership, M&A, and the Deal That Made Them Family
Brent Beardall, President and CEO of WaFd, Inc., joins Brian Love to tell the story of his rise from a bank file room to the CEO seat. Partway through, he gets surprised on camera by Simone Lagomarsino, the former CEO of Luther Burbank Savings, the bank WaFd acquired. The two cover leadership…
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Travillian’s Conference Crawl: What Amber & Brian Heard at Finovate, D.A. Davidson, Alloy Labs, and S&P Global
Travillian's bank & fintech recap from May 2026: Amber Buker, Chief Research Officer, and Brian Love, Head of Banking & Fintech Search, recap the month's biggest banking and fintech conferences (Finovate, D.A. Davidson, S&P Global, and Alloy Labs in Nashville). The honest, occasionally goofy...
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CEO Matthew Smith on Building Rhinebeck Bank's Next 160 Years
Rhinebeck Bank President and CEO Matthew Smith joins Travillian Next for a candid conversation about leading a 160-year-old community bank into its next chapter. Six months into the role at the $1.3 billion publicly traded bank in Poughkeepsie, New York, Matt shares how he is thinking about...
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“We Don’t Carry Any Dead Weight” — Inside Five Star Bank’s Financial Engine with CFO Heather Luck (Part 2)
In this Part 2, on-location episode of Travillian Next, host Amber Buker (Chief Research Officer at Travillian) sits down with Heather Luck, EVP & Chief Financial Officer at Five Star Bank, for a candid, documentary-style conversation filmed inside the bank itself. Heather opens up about the...
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"A Sales Organization Masquerading as a Bank" — Inside Five Star Bank's Culture-First (Part 1)
In this special, on-location episode of Travillian Next, host Amber Buker (Chief Research Officer at Travillian) sits down with Michael Rizzo, EVP & Chief Banking Officer at Five Star Bank, for a candid, documentary-style conversation filmed inside the bank itself. Michael only half-jokingly…
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Banking the Nation: Huntington Bank Executives on the $26B Federal Contracting Opportunity in Indian Country
Most banks want the casino loan. Few understand the full scope of what tribal banking actually looks like, and what it takes to do it right. In this episode of Travillian Next, host Amber Buker, Chief Research Officer at Travillian, sits down with Mike Lettig, Senior Managing Director and Group...
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Fight Like Heck to Stay Independent: How First Mid Bank & Trust Built a $9 Billion Community Banking Powerhouse
What does it take to build a $9 billion community bank and stay independent doing it? Joe Dively, Chairman and CEO of First Mid Bank & Trust, breaks down the M&A strategy, leadership philosophy, and culture-first approach behind one of the Midwest's most extraordinary community banking stories —...
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Balance Sheet Truths from Piper Sandler's Scott Hildenbrand, The Hardest Working Man in "Bank Land"
Scott Hildenbrand, Head of Depository Fixed Income at Piper Sandler, joins Travillian Next for a conversation on balance sheet strategy and the forces shaping banking in 2026. In this episode, Travillian’s Brian Love and Andrew Liesch sit down with Hildenbrand to discuss what he’s hearing in bank...
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How Community Banks Can Build Stronger & More Diverse Bank Boards — Jennifer Docherty, Bank on Women
Community banks widely recognize the value of diversity in the boardroom, yet many institutions still rely on the same limited recruiting networks when searching for new directors. On the latest episode of Travillian Next, Amber Buker, Chief Research Officer at Travillian, sits down with Jennifer...
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Winning the War for Talent: Why Compensation Strategy Matters More Than Ever
Community banks are rethinking compensation as competition for top producers intensifies. In this episode of Travillian Next, Brian Love of Travillian and incentive strategist Mike Higgins discuss how banks are moving beyond subjective year-end bonus structures and toward performance-driven...
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Beyond the Hype: Stephens’ Chuck Nabhan on the "Fact vs. Fiction" of Fintech Valuations
Keith Daly, Principal of Banking & Fintech Search at Travillian, sits down with Chuck Nabhan, Managing Director and Equity Research Analyst at Stephens, to unpack fintech valuations, AI disruption, and the regulatory “moat” protecting core banking technology. Drawing on nearly two decades of…
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Wall Street to Main Street: CEOs Dimitar Karaivanov and C.K. Lee on Strategy, Talent, and Growth
Dimitar Karaivanov, President & CEO of Community Bank System, and C.K. Lee, President & CEO of InterBank, discuss how Wall Street experience translates into community banking leadership.As community banks face rising complexity, tighter margins, and heightened expectations from boards and...
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Culture as a Talent Magnet: How Pathward Earned an 84% Employee Satisfaction Score
Pathward President Anthony Sharett joins Travillian Next host Amber Buker to share how a culture-first talent strategy is driving innovation, employee engagement, and financial inclusion. The conversation explores Pathward’s “talent anywhere” approach, curiosity-driven hiring, and how strong...
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The “Easy Button” for Digital Assets: How Custodia and Vantage Are Rewriting Payments for Community Banks
Community banks are no longer on the sidelines of digital assets. Keith Daly of Travillian speaks with Caitlin Long, Founder and CEO of Custodia Bank, and Shawn Main of Vantage Bank Texas about how tokenized deposits, stablecoins, and interoperable payment rails are becoming real banking...
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Succession Without Shortcuts: Lessons from Starion Bank’s President Search
Succession planning is one of the most important decisions a bank will ever make. In this episode, Starion Bank CEO Craig Larson and President Dave Rogstad join Brian Love, Head of Banking & Fintech at Travillian, to share the real story behind Starion’s leadership transition.What began as a...
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All I want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian
2025 was a rollercoaster year for community banks navigating the talent market. Early optimism gave way to hesitation as uncertainty, M&A activity, and competitive pressure reshaped hiring decisions across the industry. As the year came to a close, momentum began to return.In this year-end...
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The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next
Bank M&A isn’t about speed anymore. It’s about preparation.In this episode of the Travillian Next podcast, investment bankers from Janney Montgomery Scott and D.A. Davidson break down how bank M&A has become a long game shaped by diligence, culture, regulation, and timing.Travillian’s Brian Love...
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How AI Is Reshaping Financial Product Discovery: A Follow-Up with Fintel Connect
Consumers are shifting from traditional search engines to AI tools like ChatGPT and Gemini, which is fundamentally changing how financial products appear and get evaluated. Amber Buker, Chief Research Officer at Travillian, reconnects with Alana Levine, Chief Revenue Officer at Fintel Connect, to...
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Turning AI into Your Small Business CFO: A Conversation with Narmi and Grasshopper Bank
Hosted by Keith Daly, Principal, Banking & Fintech Search at Travillian, this strategic conversation features Nikhil Lakhanpal, Co-founder of Narmi, and Chris Tremont, Chief Digital Officer at Grasshopper Bank. They detail the launch of the first Model Context Protocol (MCP) banking integration,...
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What Generalist Investors Miss: Piper Sandler’s Stephen Scouten on Bank Performance, Credit, and M&A
This episode brings together host Andrew Liesch, Head of Bank Strategy at Travillian, and Stephen Scouten, Managing Director and Senior Equity Research Analyst at Piper Sandler, for one of the most grounded conversations you’ll hear on bank performance heading into 2026. Scouten lays out why...
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NEXT Forum 2025: Building Brotherly Love: Ira Robbins and Brent Beardall
In Building Brotherly Love: Ira Robbins, CEO of Valley National Bank, and Brent Beardall, CEO of WaFd Bank, moderators Brian Love (Head of Banking & Fintech, Travillian) and Andrew Liesch (Head of Bank Strategy, Travillian), and keynote speakers, Ira Robbins (Chairman and CEO, Valley National…
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A Share Liquidity Tool for Private Banks: Inside the My Private Shares Platform
As privately held banks look for smarter ways to manage shareholder relations, My Private Shares is helping them do it without losing control.In this episode of Travillian Next, Andrew Liesch, Head of Bank Strategy at Travillian, sits down with John Antolik, CEO of My Private Shares; Sam Ishee…
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Trailblazers Ep.5: Why International Payments Matter for Community Banks with Acceleron
In this Travillian Next Trailblazers episode, the founders of Acceleron Bank Information share how they’re helping community banks reclaim lost ground in international payments — a business long dominated by megabanks and fintechs. They reveal why cross-border payments are a critical battleground...
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NEXT Forum: Technology Phanatics: Innovation in Banking
Community banks are facing a technology tipping point. In this NEXT Forum panel, leaders on the front lines of digital transformation break down what’s real, what’s hype, and where banks must invest now to stay competitive.Technology Phanatics: Innovation in Banking features:• Moderator — Keith...
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2025 NEXT Forum: Fly, Fulton, Fly: From Lancaster Roots to Regional Reach
Moderated by Matthew Resch (Ambassador Financial Group) and Brian Love, Head of Banking & Fintech at Travillian, this NEXT Forum fireside features Curtis Myers, CEO & Chairman of Fulton Bank, on navigating today’s banking climate: deposit strategy, scalable community banking, talent development,...
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NEXT Forum: Banking in 2025: A Declaration of Independence
In the opening session of NEXT Forum 2025, “Banking in 2025: A Declaration of Independence,” top bank leaders discuss how community banks are adapting to regulatory shifts, M&A opportunities, interest rate volatility, and emerging technologies like AI and fintech partnerships. The panel explores...
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Affiliate Marketing Strategies for Bank Leaders with Fintel Connect & Live Oak Bank
Amber Buker, Chief Research Officer at Travillian, sits down with Alana Levine, Chief Revenue Officer at Fintel Connect, and Melissa Rawl, Director of Product Marketing at Live Oak Bank, to explore the findings from the 2025–2026 Financial Industry Affiliate Marketing Report. The discussion…
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What Banks Can Learn from EVP Rick Geloff and Bank of North Dakota’s Innovation Strategy
Host Amber Buker, Chief Research Officer at Travillian, sits down with Rick Geloff, EVP of Bank of North Dakota, to discuss how the only state-owned bank in the U.S. is tackling fintech disruption head-on.Geloff’s role was created to focus on strategic initiatives, including stablecoin, embedded...
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Invictus Group & CFG Bank: Turning Stress Tests into Capital Planning
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Zach Boyda, Treasurer at CFG Bank, and Adam Mustafa, CEO and Co-Founder of Invictus Group. Together, they discuss the evolution of stress tests from a regulatory requirement into a proactive tool for capital...
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Academy Bank on Laying the Foundation for a Fast BaaS Market Entry
Travillian Next host Amber Buker, Chief Strategy Officer at Travillian, sits down with David Robinson, Director of Fintech and Embedded Banking at Academy Bank, to uncover how a family-owned community bank became one of the fastest movers in embedded banking. From record-breaking onboarding with...
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Expanding Beyond Local Banking Limits: Denali State Bank + BancAlliance
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Lori Bettinger, President of BancAlliance, and Steve Lundgren, CEO of Denali State Bank, to explore how community banks are navigating growth, competition, and changing interest rate environments. Lori also shares...
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The Bank That Thinks Like a Tech Company: How 50+ Engineers Are Redefining Security
What if your savings account was so secure that even your account number couldn’t be used to steal from you? That’s the kind of question Austin Capital Bank is answering; Not by thinking like a traditional bank, but by operating more like a tech company. In her debut interview on Travillian Next,...
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The Balance Sheet Moves Piper Sandler’s Scott Hildenbrand Says Banks Should Be Making Now
All of the banks we talk to, for the most part, live and die by their spread. And I will tell you right now – same bank, same management, same yield curve, same products – 20 years ago kicks its butt on a spread perspective. It’s not even close. The business has been commoditized.”Scott...
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What’s Stopping Banks from Using AI? Featuring Finov8r Founder Allan Rayson
Community banks can’t afford to wait.In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search, sits down with Allan Rayson, Founder of Finov8r and former Encore Bank CTO, to talk about what’s actually holding banks back from adopting AI.Allan brings a clear, on-the-ground...
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Banks, Breakfast Club, and Bold Moves: 2025’s Hiring Story So Far
Travillian’s Brian Love, Head of Banking & Fintech, and Michael Perito, Head of Bank Strategy, reunite in this informative Talent Talk episode to unpack what’s really going on in banking leadership this year. From the “Trump bump” aftermath to why CFOs and CEOs are the hottest seats in town. They...
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Cogent Law Breaks Down Cannabis Banking and Regulation
What happens when a cannabis banking lawyer and a fintech recruiter sit down to talk shop? You get a candid conversation packed with strategy, clarity, and a few laughs along the way. In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search at Travillian chats with Chris…
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ABOUT THIS SHOW
Travillian Next, launched in early 2020, is dedicated to producing original, behind-the-scenes content for the banking & fintech industries.http://www.travilliannext.com/
HOSTED BY
Travillian Next
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Frequently Asked Questions
How many episodes does Travillian Next have?
Travillian Next currently has 156 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Travillian Next about?
Travillian Next, launched in early 2020, is dedicated to producing original, behind-the-scenes content for the banking & fintech industries.http://www.travilliannext.com/
How often does Travillian Next release new episodes?
Travillian Next publishes regularly with 156 episodes available. Check the episode list for the typical release schedule.
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You can listen to Travillian Next 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 Travillian Next?
Travillian Next is created and hosted by Travillian Next.
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