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 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 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 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 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 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 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 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 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 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 […]