Archives: Episode
Episode 27
Rich Perez, Vice President of Bank Innovation at the Texas Bankers Association, discusses with Daniel the role of Bank Innovation across banking institutions. Their conversation looks into the mechanisms through which TBA members pursue the development of new products and services, collaborating with a myriad of vendors who put innovation at the forefront. Additionally, they explore the intricacies of forging successful partnerships with vendors, outlining the key attributes that define effectiveness while also highlighting the critical factors to be considered when evaluating potential partners.
Episode 26
Rich Perez, Vice President of Bank Innovation at the Texas Bankers Association, discusses with Daniel the role of Bank Innovation across banking institutions. Their conversation looks into the mechanisms through which TBA members pursue the development of new products and services, collaborating with a myriad of vendors who put innovation at the forefront. Additionally, they explore the intricacies of forging successful partnerships with vendors, outlining the key attributes that define effectiveness while also highlighting the critical factors to be considered when evaluating potential partners.
Episode 25
Frances Pack, known as Fran among her acquaintances, serves as the Training and Development Specialist at Citizens State Bank. During her extensive 29+ years of dedicated service to the institution, she has been instrumental in spearheading the bank’s online and mobile banking initiatives, thus amassing profound expertise in this domain. In her current role within the Human Resources and Training department, Fran engages with Daniel to explore the evolving landscape of banking, underscoring the significance of robust training programs and strategies for effectively assisting and guiding new employees who may face challenges during their initial stages of employment
Episode 24
Episode 24 Sandy Knight, Senior Vice President, Director of Compliance and Fair and Responsible Banking at First National Bank. Sandy Knight, Senior Vice President and Director of Compliance and Fair and Responsible Banking at First National Bank, engages in a discussion with Daniel regarding the many opportunities that arise when pursuing an education centered on […]
Episode 23
Episode 23 Carey Phillipi, Managing Partner at Bridge Financial Consulting Group LLC. Carey Phillipi, Managing Partner at Bridge Financial Consulting Group LLC, collaborates with Daniel on a comprehensive conversation about the current economic landscape, strategies for evaluating risk within the commercial real estate (CRE) portfolio, and the art of timing strategic shifts. Carey brings a […]
Episode 22
Episode 22 Robert Funk, the Senior Vice President and Chief Operations Officer of Karnes County National Bank Robert Funk, the Senior Vice President and Chief Operations Officer of Karnes County National Bank, joins forces with Daniel to explore various facets of risk and security. Their conversation navigates fraudulent transactions within a community bank, evaluates the […]
Episode 21 – Part 2
Episode 21 – Part 2 Paul Cummings, Director of Risk Management at Keystone Bank. In the second segment of this two-part discussion, Paul Cummings and Dan delve further into their conversation about the prevailing market conditions, the responsibilities of a risk manager, and his firsthand encounters as a special agent with the US Treasury and […]
Episode 21 – Part 1
Episode 21 – Part 1 Paul Cummings, Director of Risk Management at Keystone Bank. In the first installment of this two-part special, Paul Cummings, who serves as the Director of Risk Management at Keystone Bank and boasts a prior role as a Special Agent for both the US Treasury and Homeland Security, engages in a […]
Episode 20 – Part 2
Episode 20 – Part 2 Julia Gutierrez, Vice President of Education at Compliance Alliance. In part two of our two part series with Julia Gutierrez, Vice President of Education at Compliance Alliance and Daniel. They continue to discuss well-designed training initiatives, the influence of SCRA/MLA, Compliance Management Systems, and the key elements that make a […]
Episode 20 – Part 1
Episode 20 – Part 1 Julia Gutierrez, Vice President of Education at Compliance Alliance. Julia Gutierrez, the Vice President of Education at Compliance Alliance, engages in a conversation with Daniel, focusing on the significance of well-designed training initiatives, the influence of SCRA/MLA, Compliance Management Systems, and the key elements that make a policy truly effective. […]