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    BankTalk Podcast

    BankTalk Podcast features thought leadership interviews with community financial institution executives on relevant banking industry topics. Learn something new in each episode to improve the performance of your financial institution.www.banktalkpodcast.com 

    en-us90 Episodes

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    Episodes (90)

    A C-Level Discussion on ACH | BankTalk Episode 91

    A C-Level Discussion on ACH | BankTalk Episode 91

    Join Sean Carter, President and CEO of NEACH, as we discuss the ACH and Payments ecosystem.  We discuss fraud prevention, cyber insurance, and the Fed Fraud Classifier in this episode as well. 

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    How the Yield Curve affects Liquidity | BankTalk Episode 90

    How the Yield Curve affects Liquidity | BankTalk Episode 90

    Join Zach Zoia and Vin Clevenger, Managing  Directors at the Darling Consulting Group and hosts of the "On the Balance Sheet®" podcast, as we discuss the inverted yield curve and its reverberations through liquidity, investments, and lending.

     

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    BankTalk Podcast
    en-usFebruary 22, 2024

    Pricing Account Relationships | BankTalk Episode 89

    Pricing Account Relationships | BankTalk Episode 89

    Join us as we speak with Mac Thompson, CEO and Founder of White Clay, as we discuss the value of Commercial and Consumer account relationships.  We spend time discussing how to optimize products like Relationship Pricing and Commercial Account Analysis.

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    BankTalk Podcast
    en-usFebruary 06, 2024

    Why is Subordinated Debt Important to Credit Unions? | BankTalk Episode 88

    Why is Subordinated Debt Important to Credit Unions? | BankTalk Episode 88

    Join us as we speak with Derek Szot, Managing Director at Piper Sandler, as we discuss subordinated debt for credit unions.    Learn why subordinated debt has been a much hotter topic for credit unions than it has for banks over the past 18 months.
    Contact Derek at derek.szot@psc.com.

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    Keeping up with the Jones’ in Digital Banking | BankTalk Episode 87

    Keeping up with the Jones’ in Digital Banking | BankTalk Episode 87

    Join us as we speak with John Karacalidis, SVP of Operations, IT, and Digital Banking at Village Bank, as we discuss digital usage and some critical things that community banks need to do to compete digitally with large banks.  We also discuss how to get continual feedback from your customers on your digital offerings.

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    BankTalk Podcast
    en-usJanuary 11, 2024

    Inside the Bank Enforcement Action Process | BankTalk Episode 86

    Inside the Bank Enforcement Action Process | BankTalk Episode 86

    Join us as we speak with Brendan Clegg, Partner at Luse Gorman about the types of issues that could lead to an enforcement action from the federal banking agencies. We cover the different types of enforcement actions, the ways that an enforcement action can develop, whether directors and officers can be subject to personal actions, common issues that trip up banks and their leadership, and other topics relevant to the bank enforcement process. Contact Brendan at bclegg@luselaw.com. 

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    Will Your Interchange Revenue Be Shrinking Soon? | BankTalk Episode 85

    Will Your Interchange Revenue Be Shrinking Soon? | BankTalk Episode 85

    Join us as we speak with Becca Kruse and Lance Noggle from the ICBA about some of the pending updates to the Durbin Amendment to the Dodd-Frank Act. Learn about Interchange revenue and expenses and whether the latest updates will have a net impact on your monthly earnings.

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    Why are Fraudsters Stealing Checks from the US Mail? | BankTalk Episode 84

    Why are Fraudsters Stealing Checks from the US Mail? | BankTalk Episode 84

    Join us as we speak with Rene Perez, National Director of Financial Crimes Sales at Jack Henry and Associates, about the latest in mail fraud, and some things your customers can do to prevent it.  We also cover new techniques the criminals are using in other areas, like digital login techniques.

    Presented by Remedy Consulting 
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

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    BankTalk Podcast
    en-usNovember 22, 2023

    How are Unrealized Losses affecting Bank M&A? | BankTalk Episode 83

    How are Unrealized Losses affecting Bank M&A? | BankTalk Episode 83

    Join us as we speak with Paul Ouweneel, Partner, and head of bank valuations at Wipfli, LLP, about Bank Merger and Acquisition activity in 2023 and the outlook for 2024.  We also discuss the effects of unrealized portfolio losses on merger activity. wcfadvisors.com

    Disclaimer:  The content of this podcast is for general information purposes only and should not be construed as tax, legal, regulatory, or investment advice. The opinions expressed in this podcast are those of the presenters as of the date of production and may change at any time.  The views and opinions expressed herein are for informational purposes only as of the date of production and may change at any time and may not come to pass. The participants in this podcast do not guarantee any specific outcome, profit, or the accuracy or completeness of any information contained herein.  There is no guarantee that any forward-looking predictions will occur as stated. Different time periods and market conditions may result in significantly different outcomes.   Although the referenced data contained herein is from third-party sources believed to be reliable, there is no representation, guarantee or warranty as to the accuracy, completeness or suitability for any purpose, or liability for, decisions made based on this material. The information herein is subject to change without notice.  


    Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. RKCA, Inc. does not provide accounting, tax or legal advice.  Investing involves the risk of loss.  Past performance is not a guarantee of future results.

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    BankTalk Podcast
    en-usNovember 07, 2023

    How does Bank Liquidity Affect Lending? | BankTalk Episode 82

    How does Bank Liquidity Affect Lending? | BankTalk Episode 82

    Join us as we speak with Scott Hildenbrand, Head of Piper Sandler Financial Strategies, about how community financial institutions are morphing to improve liquidity.  We then discuss how the higher price of purchasing deposits will likely affect loan volume in the foreseeable future.

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    Are Core Systems Truly Open to Third-Party Vendors? | BankTalk Episode 81

    Are Core Systems Truly Open to Third-Party Vendors? | BankTalk Episode 81

    Core providers have been touting their advances in integrating to third parties through their “open” core platforms.  We ask Charles Potts, Chief Innovation Officer at the ICBA to provide some insights into the “openness” of the major core vendors.

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    Who is using Instant Payments Today? | BankTalk Episode 80

    Who is using Instant Payments Today? | BankTalk Episode 80

    Todd Koehn from Bankers' Bank joins BankTalk to look at which payments are moving through the Instant Payment networks today (FedNow and RTP).  In reviewing these transactions, we analyze what this might mean to your clients.  Email tkoehn@bankersbankusa.com

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    BankTalk Podcast
    en-usSeptember 22, 2023

    Should the Jeffrey Epstein/JP Morgan Settlement concern you? | BankTalk Episode 79

    Should the Jeffrey Epstein/JP Morgan Settlement concern you? | BankTalk Episode 79

    The sex trafficking victims of Jeffrey Epstein recently reached a large settlement with Epstein’s former bankers, JP Morgan and Deutsche Bank, roughly $365M. Join Ariel Gutierrez, Program Director for the Financial Crimes Risk Management product at Fiserv, as we discuss the potential liability implications for community financial institutions. 

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    What is a Payment Rail and how are they Changing? | BankTalk Episode 78

    What is a Payment Rail and how are they Changing? | BankTalk Episode 78

    With the release of Faster Payments, we decided to have a discussion with Tede Forman, President of Payment Solutions at Jack Henry on the Payment Rails, what they are, and how they differ.  Then we spend a few minutes discussing the opportunity and threat to community financial institutions related to  Faster Payments. 

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    Should you be Lending on your Customer’s Receivables? | BankTalk Episode 77

    Should you be Lending on your Customer’s Receivables? | BankTalk Episode 77

    CEOs at community financial institutions continue to ask for ideas to improve liquidity and income in these changing market conditions, and Receivables Financing checks both boxes.  Join Erik Trumpower, EVP of Capstone Banktech, as we discuss the risk and rewards of this sector, and discuss some ideas for administering a program at a community FI.

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    AI as a Game-Changer for Banks | BankTalk Episode 76

    AI as a Game-Changer for Banks | BankTalk Episode 76

    Artificial Intelligence is transforming the banking industry in many ways, from fraud detection to customer service, but the complexities can seem overwhelming. Join Ben Udell, SVP Client Experience at Lake Ridge Bank, as we explore some of the practical uses he has found for AI in his day-to-day, and how it can benefit both banks and customers. Contact Ben at budell@lakeridge.bank.

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    Are 36% of Banks on the Wrong Core System? | BankTalk Episode 75

    Are 36% of Banks on the Wrong Core System? | BankTalk Episode 75

    Join Charlie Kelly, Partner at Remedy Consulting, as we discuss core banking systems and whether your financial institution is on the right core to improve efficiency and drive sales. If you are considering a change in your core system, what should you know ahead of time and are you asking the right questions?
    https://www.remedyconsult.net/whitepaper/
    https://fi-navigator.com/

    Presented by Remedy Consulting
    Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.

    Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

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    The Hidden Value in PFM Tools | BankTalk Episode 74

    The Hidden Value in PFM Tools | BankTalk Episode 74

    Join Jody Bhagat, President of the Americas for Personetics, as we discuss a Forrester study into the usage of Personal Financial Management tools.  Should PFM be part of your digital arsenal, and how should you consider Return on Investment when deciding on PFM tools? 

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    BankTalk Podcast
    en-usJune 28, 2023

    Technology Expertise on Your BOD | BankTalk Episode 72

    Technology Expertise on Your BOD | BankTalk Episode 72

    Join Cal Roberson of Integris as we discuss the need for technology expertise on community bank Boards of Directors. What are the risks of having a less-than-tech-savvy individual heading up your technology sub-committee? Join us to find out.
    caltech.com/ 

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