Travillian Next

Discover insights from industry expert Matt Resch, Founder of RT Partners, in our latest Travillian Next conversation with host Brian Love, Head of Banking & Fintech at Travillian.

Answers to key banking questions, including:

Learn about the challenges and opportunities shaping the future of the banking sector. Don't miss this engaging conversation!

Commercial Real Estate (CRE) has been a frequent topic in recent headlines, with concerns about navigating potential issues related to CRE loans taking center stage. However, is it all doom and gloom, especially in the Office sector, which has been heavily impacted by the pandemic?

During a discussion with Michael Denis, Head of Private Capital Group at Cushman & Wakefield, Mark Hesser, President & CEO of Pinnacle Bancorp, which has $18.5 billion in assets, and Jack Hopkins, the President & CEO of CorTrust Bank, which has $1.6 billion in assets, explored important issues in the world of commercial real estate. Their goal was to discover valuable insights on today's most urgent topics in this field.

In this exchange, the bank CEOs held a meaningful dialogue with Michael Denis, the Head of Private Capital Group at Cushman & Wakefield. Together, they posed pertinent questions that cut to the heart of latest trends in Commercial Real Estate, spanning various sectors such as Office, Retail, Multi-Family, and Industrial, while also diving into regional dynamics. Cushman & Wakefield, a leading authority in the field, generously shared valuable insights. These included perspectives on vacancy rates, innovative ways to repurpose vacant properties, cap rates, the challenges posed by rising construction costs, and a host of other crucial factors that are currently shaping the CRE landscape.

Chapter Index

00:41 | Introduction of panelists

02:34 | Office Sector National Trends and Fundamentals

09:42 | Retail Sector trends

30:02 | Multi-Family National Trends and Fundamentals

44:48 | Industrial Trends

49:23 | General CRE Trends Q/A

54:30 | CEO Talent Views

Jill Castilla, President and CEO at Citizens Bank of Edmond ($375M in Assets / Edmond, OK) is a Veteran, military mom and military spouse.  Besides her role as CEO at a flourishing community bank, she also is an entrepreneur at heart and saw a gap in the marketplace providing banking products and services to new enlistments in our military.

But how to go from idea to execution? This is where Jeffery Kendall, Chairman and CEO at Nymbus enters the story. The technology products and teams at Nymbus partnered with Jill and her teams to launch Roger, a digital bank with a mission that will help in many ways, including new deposits at Citizens Bank, which is critical in this market.

Keith Daly, Principal – Banking & Fintech Search at Travillian, sits down with Jill and Jeffery to discuss the road to Roger and advice for other community bank CEOs looking to expand into new markets digitally.

Exploring the Resilience of Community Banks Amid Macroeconomic Pressures we had an enlightening discourse with ICBA Panelists. We welcomed ICBA (Independent Community Bankers of America) - Ardent Advocates for Community Banks for a Perspectives-Sharing Session.

Brad Bolton, President & CEO of Community Spirit Bank, Sarah Getzlaff, CEO of Security First Bank of North Dakota and Jim Sills, President & CEO of Mechanics and Farmers Bank exchanged their perspectives on the evolving trends in deposit and lending pricing, regulations, GRC (Governance, Risk, and Compliance), cybersecurity, M&A and initiatives related to talent development.

Travillian Hosts: Indra Elangovan, Head of Strategic Advisory, Dale Henderson, Principal Banking & Fintech, Patrick Cooney, GRC Search Lead and Brian Love, Head of Banking & Fintech

With an incredibly diverse past in investment banking, private equity, and bank regulation, InterBank’s President and COO, C.K. Lee, is one of the industry’s most well-rounded executives. He joined InterBank three years ago, which has a distinct strategy around loan pricing and funding which is so simple yet so atypical in the bank space.

In an expansive dialogue, Brian Love, Head of Banking & Fintech at Travillian, asked Lee about his own career trajectory, what it’s like to land on Main St. from Wall St., how he manages his talent and succession planning, his thoughts on M&A, and his favorite movie.

01:02 | C.K. Lee's Transition from Wall Street to Main Street

04:31 | About InterBank & It's Process (Adjustable Rate Loans)

08:05 | What Does the Funding Look Like?

11:33 | Talent

16:52 | How Have C.K. Lee & InterBank Stayed Ahead in the Talent & Succession Planning Game?

22:02 | M&A

30:21 | C.K. Lee's Take on M&A & Where Its Headed

33:44 | Favorite Movie!

It’s been a while since our last additions, but we are thrilled to introduce three new visionary banks to the Travillian Tech-Forward Bank Index by hosting an engaging group discussion with a C-level executive from each bank. These institutions epitomize the spirit of innovation and stand poised to be meaningful participants in an era of banking that is reshaping existing paradigms.

Chris Black, President & CEO of Thread Bank, Wade Peery, Chief Innovations Officer of FirstBank in TN, and Jimmy Stallings, President of Payments of Stride Bank shared their distinctive innovation journeys and vision for their banks, elaborated on talent strategies within an innovative and digital culture, described how they foresee success in bank-fintech collaborations, and even filled us in on their favorite movies of all time.

Travillian Hosts: Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory.

Also, on the Index page, click each bank’s drop down to see a video from these gentleman providing a brief summary of their bank.

Gone are the days when a few pens and local newspaper ads suffice for marketing in the banking industry. In today's digital era, analytics and technology have become the backbone of retaining existing customers and attracting new ones for community banks and credit unions.

Join Keith Daly, Principal – Banking & Fintech Search, at Travillian, as he hosts a dynamic discussion featuring industry experts Alana Levine, Chief Revenue Officer at Fintel Connect, and Micah Davis, Chief Marketing Officer at Live Oak Bank. Together, they delve into the strategies necessary to compete in the relentless battle for deposits and customer retention.

Discover how Fintel Connect's cutting-edge solutions assist clients like Live Oak Bank in leveraging their marketing efforts. Learn some useful techniques and tips for reaching new potential customers in a crowded digital landscape. Evaluate the effectiveness of your marketing plan and gain insights into the crucial analytics required to drive and track success.

If you are ready to stay ahead in the ever-changing world of banking marketing, look no further than the latest Travillian Next chat. Don't miss this opportunity to unravel the future of marketing for community banks and credit unions.

On July 19, Travillian Next hosted a live webinar where we discussed critical issues facing community banks and credit unions, including fintech partnerships, vendor optimization, risk vs innovation, and building a culture of growth mindset and talent. Travillian's Brian Love, Head of Banking & Fintech Search, and Keith Daly, Principal – Banking & Fintech Search, spoke with some of the brightest minds and experts in the industry for this dynamic chat.

Recent developments in the bank sector have led to confusion and uncertainty about the road ahead. In this wide-ranging and timely discussion with Travillian’s Head of Banking and Fintech, Brian Love, our panelists, including Bob Toma from Raymond James, John Reichert from Reinhart, and Joe Fenech from GenOpp Capital Management share their insights on the current state of bank fundamentals, thoughts on the outlook for M&A, the changing investment and regulatory landscape, and the outlook for regional and community bank stocks.

Scott Mills, the President of the highly renowned William Mills Agency, stands at the helm of one of the most prominent public relations and marketing firms specializing in the financial services industry. Recently, Scott engaged in a conversation with Brian Love, Head of Banking & Fintech at Travillian, shedding light on how reputational risk is alive and well, as evidenced from bank failures earlier this year.