Archives: Episode
Episode 69
Episode 69 Jennifer Warfield, Lightbulb Moments LLC Jennifer Warfield, a financial services industry expert, shares insights on how community banks can partner with and support women in finance and business. She emphasizes the importance of building trust with customers and offering a wide array of financial products and services. Jennifer also highlights the opportunity for […]
Episode 68
Episode 68 William “Pat” Huttenbach, a litigation attorney at Crain, Caton & James, P.C. William “Pat” Huttenbach, a litigation attorney at Crain, Caton & James, P.C., is a Uniform Commercial Code (UCC) expert with more than 25 years of experience assisting banks in navigating and litigating all matters UCC. Pat makes his second appearance on […]
Episode 67
Episode 67 Christopher LeBato, the President and CEO of M C Bank Christopher LeBato, the President and CEO of M C Bank, shares his experiences working in banks of all different sizes. He discusses the differences between community banks, regional banks, and big banks, as well as the changes in purpose and market focus as […]
Episode 66
Episode 66 Linsey Hugueley and Laura Benson, Virtual Partners Linsey introduces Laura Benson as a new co-host of the podcast. Together, they discuss their experiences in banking and compliance. They talk about how they got started in the industry, their passion for certain regulations, like HMDA and BSA, and the challenges and rewards of working […]
Episode 65
Episode 65 Christy Carpenter, Executive Vice President at Springfield State Bank Christy Carpenter, an Executive Vice President at Springfield State Bank, shares her journey in banking and how her technology background has shaped her banking career. She emphasizes the importance of building customer relationships, the evolving nature of technology, and the constant threat of fraud […]
Episode 64
Episode 64 Dr. Gerald Taylor, Chief Compliance and BSA Officer at Carroll Bank and Trust Dr. Gerald Taylor, Chief Compliance and BSA Officer at Carroll Bank and Trust, shares his experience in revamping his compliance department. He emphasizes the importance of management buy-in, communication, and cross-training in creating an effective compliance team. Dr. Taylor also […]
Episode 63
Episode 63 Frank Lazaro, Senior Vice President of Marketing at The Piedmont Bank Frank Lazaro, Senior Vice President of Marketing at The Piedmont Bank, discusses the role of artificial intelligence (AI) in the financial industry. He shares how AI can enhance sales and marketing efforts, improve customer education and engagement, and increase efficiency for community […]
Episode 62
Episode 62 Roger Morris, Linsey Hugueley, and Julia Gutierrez – Compliance Alliance Roger welcomes two new co-hosts to the podcast: Linsey Hugueley and Julia Gutierrez. Linsey and Julia each take a moment to introduce themselves to the audience, and then Roger discusses the recent Supreme Court ruling on the CFPB’s funding and explains what that […]
Episode 61
Episode 61 Rebekah “Bekah” Hurst, Chief Credit Officer and EVP at Tennessee State Bank Rebekah “Bekah” Hurst, Chief Credit Officer and EVP at Tennessee State Bank, offers insight on the importance of building a strong internal culture in a bank and the qualities of a good leader. She emphasizes the need for active listening, trust, […]
Episode 60
Episode 60 Kurt Stephen, Bankruptcy attorney at Kurt Stephen PLLC Kurt Stephen, a bankruptcy attorney at Kurt Stephen PLLC, provides a high-level overview of bankruptcy law that any banker would find useful. We approach this conversation like we’re helping a new banker work through a customer bankruptcy for the first time. Have you ever wondered […]