In this episode of the AFSA Extra Credit Podcast Dan chats with Terri Horn, Managing Director of People Strategies, a boutique firm specializing in executive search, recruiting, and Human Resources consulting. We cover one of the hottest topics in financial services and the economy broadly right now: recruitment and retention. Terri shares some of what she learned over the course of her career matching job seekers with companies. Dan and Terri dive deep on recent research surrounding what prospective employees are looking for, what they expect to have in an employer/employee relationship and ways you can take your HR efforts to the next level.

For more information, visit mypeoplestrategies.com or get in touch with Terri directly at [email protected].

In this episode of the AFSA Extra Credit Podcast Dan chats with Justin Davis, VP of Product Delivery and Frank McKenna, Chief Strategist with Point Predictive about the uptick in fraud as we come out of the pandemic and the economy remains turbulent. They also talk about what kind of fraud we're really seeing in the market. Hint? It's not a concerted effort by criminals. 

Justin Davis

Frank McKenna

PointPredictive.com

Given the 5th Circuit's recent decision regarding the CFPB's funding, we thought it made sense to bring our experts from Manatt back to the pod give us an idea of what it all means. Bryan Schneider and Scott Pearson join us again to add on to our discussion on supervision and enforcement at the CFPB.

The Consumer Financial Protection Bureau's supervisory and enforcement powers can be confusing and if your company is in the crosshairs, a bit unnerving. Luckily, we've got CFPB experts from Manatt, Phelps and Philips LLP, to help guide listeners through the experience.

Bryan Schneider, Mehul Madia and Scott Pearson join the pod to go deep on the structure of the Bureau, what you need to be doing to ensure you're complying with the law and what actions you need to take if you do find a CID in your mailbox. 

In this episode of the Extra Credit Podcast, Dan chats with Tyler Gray, Director of Sales with LCT on voluntary protection products.

Lots of states, including most recently California, have instituted new voluntary protection product guidelines. Federal agencies are also looking at VPPs closely.

So, where to start? Get a handle on where you're doing business, what the laws are and what you need to be doing to comply. Dan and Tyler go deep on the steps you need to take to make sure you're covering all the bases.

Tyler Gray

LCT1.com

AFSA conferences take place in a lot of amazing resorts and hotels but nothing is quite as historic as The Breakers in Palm Beach, Florida where we'll be holding out 2022 Annual Meeting in a few short weeks. Dan Jenkins, Senior Manager of Sales at The Breakers joins the Extra Credit Podcast to give us a bit of a history lesson about the property and what attendees can expect when they arrive. 

This edition of the AFSA Extra Credit Podcast is a bit of a teaser for our D&I session at the 2022 AFSA Annual Meeting where Anthony Pacilio, Vice President of Neurodiverse Solutions at CAI will talk about Neurodiversity. We wanted to prime the engine before we get to Palm Beach, so in this podcast we chat a bit about what neurodiversity is and how this untapped pool of individuals can help benefit your organization. 

We also talk with our very own Edwin Portugal, Manager of State Policy & Regulatory Affairs here at AFSA. Edwin has been a steadfast and passionate advocate of the neurodiverse community and will share his experience as a member of that community. 

Anthony Pacilio

Authority Magazine article

CAI:

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In this episode of the AFSA Extra Credit Podcast, Dan speaks with Ann Harter and Michael Grimes from the Federal Government Affairs team on what's left for Congress to check off the to-do list before November's midterm elections. We also take a look at what to expect after election day.

Don't forget to follow AFSA on Twitter at AFSA underscore DC and on Linkedin – just search for the American Financial Services Association. You can also follow AFSA's SGA Team on Twitter at AFSA_SGA. The blog at afsaonline.org is also a great resource for the most up-to-date news.

If you've got questions or you'd like to suggest a guest, please shoot us an email at [email protected] or tweet at us.

We've got an special series of episodes for you here on the AFSA Extra Credit Podcast. Over the next three episodes or so, I'll be joined by my colleague Philip Bohi, AFSA's VP of Compliance Education to discuss our recent purchases of new vehicles.

We thought, given our work with the vehicle finance industry and our undeniable gift to talk a lot, we'd go over our experiences and some of the things consumers should keep in mind as they head to the dealership.

We've divided our conversation into three parts: in this episode, we'll talk about the prep work you should take care of before heading to the dealership. In our next episode, we'll cover the process at the dealership. Finally, we'll chat about what to expect after you drive off the lot. As we talk we'll include elements of our own experiences.

So we hope you enjoy this first episode on the prep work of buying a new car.