Archives: Episode
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. […]
Episode 19
Episode 19 Chad Elledge, Chief Risk Officer at Texas Heritage National Bank This week, Chad Elledge, Chief Risk Officer at Texas Heritage National Bank, and Daniel dig into the elements of cybersecurity and the issues it presents for banks today, digital integration, minimizing costs using technology, and the value of an education focused on banking. […]
Episode 18
Episode 18 Alicia Wade President & Chief Operating Officer with Valliance Bank, OK In this weeks episode- Alicia Wade President & Chief Operating Officer with Valliance Bank, OK and our own Kelly Owsley discuss her banks transition into cannabis banking. Learn how she prepared her institution and compliance team for this significant shift, leveraged community […]
Episode 17 – Part 2
Episode 17 Part – 2 Karla Quarve & Ryan Plucker with American Bank & Trust, SD. In part two of our two part series with Karla Quarve & Ryan Plucker with American Bank & Trust they continue to discuss the importance of having a quality mentor, how to manage projects, and effective ways to communicate regarding […]
Episode 17 – Part 1
Episode 17 Part- 1 Karla Quarve & Ryan Plucker with American Bank & Trust, SD. This weeks episode which is part on of a two part series- Karla Quarve & Ryan Plucker with American Bank & Trust and Dan discuss the importance of having a quality mentor, how to manage projects, and effective ways to […]
Episode 16 – Part 2
Episode 16 Part – 2 Tom Wainwright, Partner at Bridge Financial Consulting Group. Tom, a Banking Consultant who has over 32 years’ experience as an OCC examiner, and Daniel discuss the current market, banks’ reactions to the uncertainty, lending limits, and the importance of quality policies and procedures. The views expressed in the Banking Matters […]
Episode 16 – Part 1
Episode 16 – Part 1 Tom Wainwright, Partner at Bridge Financial Consulting Group. Tom, a Banking Consultant who has over 32 years’ experience as an OCC examiner, and Daniel discuss the current market, banks’ reactions to the uncertainty, lending limits, and the importance of quality policies and procedures. The views expressed in the Banking Matters […]
Episode 15
Episode 15 Featuring Ginger Laurent, CEO of the Louisiana Bankers Association. This week – Ginger Laurent, CEO of the Louisiana Bankers Association and Daniel discuss the impact of 1071 in regards to Fair Lending, Fair lending in today’s banking environment, training programs for staff, and Human Resources. The views expressed in the Banking Matters Podcast […]
Episode 14
Episode 14 Celeste Embry, General Counsel, Texas Bankers Association. This week- Celeste Embry, General Counsel, Texas Bankers Association and Daniel discuss getting involved in your Banks Association, what steps Associations take to get your voice heard, and the importance of being involved in the legislative process. The views expressed in the Banking Matters Podcast are […]