All Episodes
Behind the Vault — 51 episodes
Transforming a Century-Old Bank for the Future with Fist International Bank and Trust CEO Peter Stenehjem
Creating a Community FI CD Marketplace with John Blizzard of Seattle Bank and CD Valet
Redesigning the Institution at Travis Credit Union with CEO Kevin Miller
Building a Digital Strategy on Feedback with Addition Financial Kevin Dougherty
Staying Ahead of Regulatory Change- Insights from Jim McCarthy
The Transformed Banking Experience - Sandy Spring Bank's Digital Journey
Better Experience through Design Thinking for Community FIs
Marketing as a Growth Engine- Insights from Nymbus CMO Jody Guetter
Aligning Growth and Purpose with Beneficial State Bank's Randell Leach
Leading Innovation with Golden 1 Credit Union's Mike Daum
Digital Innovation Disciplines with IncredibleBank's Phil Suckow
The Practical Application of AI for Community FIs Today with Ben Maxim of MSUFCU
Building for the Small Financial Institution with Ted Coy of Valiify
The Sticks and Carrots of Open Banking with Lisa Arthur of Sensedia
Building Member Relationships Using Data with Kevin Brauer of Affinity Federal Credit Union
Unlocking the Potential of Credit Union and Bank Mergers with Michael Bell of Honigman
Design & Trust for Community FIs with Architect Diana Melichar
Innovating Community FI Services: A Conversation with Jonathan Taylor of CU Sol
Launching A Niche Digital Financial Brand with Rob Hoyle, CIO of Vantage West Credit Union
Executing a Community Bank Turnaround with Dave Lamb of Oxford Bank
Navigating Change and Overcoming Resistance with James Robert Lay of the Digital Growth Institute
Banking on Litigation: How Esquire Bank Found Its Niche in Plaintiff Law Firms
Curiosity-Driven Financial Service with Kathy Jumper of Orange County's Credit Union
How did a university credit union transform into a fintech powerhouse?
Expanding into a new Metro with DJ Kurtze of Five Star Bank
Strategies for Optimizing Channels with Chris Turnley of UFCU
Strategies for Serving a Changing Community with Laura Worzella of OneAZ Credit Union
The Problems and Opportunities in Distressed Commercial Real Estate with Greg Freedman, BH3 Management
Branching Out - Physical Expansion strategy of Ascend Federal Credit Union w/ CEO Matt Jernigan
The Legacy and Future of Economic Equality with Kevin Cohee of OneUnited Bank
Long Live Retail Banking with Elizabeth Magennis of ConnectOne Bank
Organizing to Address Gaps in Affordable Housing with Ziquora Banks of Verity CU
The Unique Solutions of Community FIs
The Pressure on Community FIs
From Commercial to Consumer with Jonathan Encarnación of Community First Fund Credit Union
The Financial Coaching Model for Growth and Retention with Bree Shellito of Ent Credit Union
Reinventing Member Experience with Carma Peter of Michigan Legacy Credit Union
Catering to Unique Community Needs with Cathy Landtroop and Lubbock Smith of Vista Bank
Growing Credit Unions through Mergers with Geri Hopkins and Brett Fisher of Skyla Credit Union
Building Trust in Banking with Teri Williams of OneUnited Bank
Maximizing the Results of Community Impact Efforts with Ryan Harvey of Family Trust FCU
When Sustainability is the Mission w/ Lex Ford of Climate First Bank
Community Lending in the Age of Dodd-Frank w/Miriam Mitchell of Addition Financial Credit Union
The Risks of an Aging Population to Community Financial Institutions w/ Gazi Kabas
When ownership is more than dividends w/ Peter Nelson of Glenwood State Bank
Better Service and Less Cost through Digital w/ Amy McGraw of Tropical FCU
Strategies for Growth that are Working Today with Gary Golden of BHCU
Banking Customer Experience, Gaps and Blindspots with Mark Arnold
Winning the Acquisition Game as a Community Bank with R.J. Grimshaw
Consumer Behavior and Payments with Toshiba Global Commerce Solutions' Gregg Margosian
The Future of Banking with Mindspan Systems' Rich Edwards