Travillian Next

The 2024 NEXT Forum, hosted by ⁠Travillian⁠ and ⁠Newcleus LLC⁠ at the Borgata Hotel & Casino in Atlantic City, NJ

Day of Education - Session #3

Running with the High Rollers - Hearing from notable public and private bank investors in the space will help banks understand how to best story tell and develop strategies that are relevant and proven

Panelists:
Joe Fenech, Founder and CIO, GenOpp Capital Management

Sundeep Rana, Managing Principal, Castle Creek Capital

David Honold, Principal, Patriot Financial Partners

Moderator:
Mike Perito, Head of Bank Strategy, Travillian

In the latest episode of Travillian Next, host Brian Love, Head of Banking & Fintech at Travillian, sits down with community bankers from North Carolina and Tennessee to discuss the profound impact of Hurricane Helene.

The storm has left a trail of devastation, affecting countless families and businesses in its wake. At the time of this release, the death toll has reached over 230 individuals with hundreds more still unaccounted. Financial costs could total over $30 billion and the rebuilding of these communities will take years.

Our guests, Lynn Johnson, Chief Operating Officer, EVP at North Carolina Banker’s Association, Billy Carroll, President & CEO at SmartBank, and John Hunter, Senior Vice President and Tri-Cities Community President at Trio South Bank, share accounts of the challenges their communities are facing and the vital role local banks are playing in the recovery process. Summed up very well by Billy on the long road ahead for folks affected by Hurricane Helene, he said, “Don’t forget about it….Stay plugged into what’s going on in all of these communities…Look for opportunities to help.”

While relief efforts are underway, there is still much to be done to help rebuild these communities. Your support can make a difference in the lives of those affected by this disaster. By donating to trusted organizations, you can help provide essential resources and long-term aid.

Here are four organizations you can support today:

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ

Day of Education - Session #1

Talent Management Monopoly - Join Compensation experts in a lively session on the lifeblood of every bank…its people. Recruiting, Topics will include retention, succession and compensation.

This session is also available on Spotify and Apple Podcasts.

Moderator:

Paul Davis, Founder, The Bank Slate

Panelists:

Flynt Gallagher, President, Compensation Advisors, Newcleus

Brian Love, Head of Banking and Fintech, Travillian

Keith Daly, Principal, Travillian

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ

Day of Education - Session #2

All-In on Tech Efficiencies - Bankers reflect on how embracing technology can lead to efficiencies and increased revenue.

Panelists:

Jesse Honigberg, EVP, Products

Barb MacLean, SVP, Head of Technology Operations & Implementation, Coastal Community Bank 

Courtney Sacchetti, EVP, Chief Financial Officer, Bankwell

Moderators:

Kim Snyder, Founder & CEO, KlariVis

Phil Goldfeder, CEO, American Fintech Council

Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Ian Moloney, SVP and Head of Policy & Regulatory Affairs at the American FinTech Council (AFC), to dive into the evolving regulatory landscape for banks and fintechs. Together, they explore the potential impact of the upcoming election on financial regulations, including the differing approaches of the two major candidates.

This conversation is also available on Spotify and Apple Podcasts.

Key topics include:

This conversation emphasizes the need for clear, tailored legislation and the critical role of talent development in risk management and compliance.

Don’t miss out on these timely insights—watch the episode today!

Join Michael Perito, Travillian’s Head of Bank Strategy, and Brian Gardner, Chief Washington Strategist at Stifel Financial Corp., as they discuss the current state of the Presidential election, and what the eventual outcome could mean for the Banking industry.

This conversation is also available on Spotify and Apple Podcasts.

It has been an unusual summer of political headlines, but just how close does the Presidential race stand today? The conversation with Brian covers many topics, ranging from debate takeaways, specific elements of Trump’s 2016 policies which turned out to be pro-bank, the FDIC brokered deposit proposal, and how Bank Lobbying efforts could be more effective over time.

Brian gets specific as to why the Presidential race might be closer than some believe, while also providing Travillian listeners significant context on how the election might play out based on the prior two races (2016 and 2020).

Are you curious about how community banks are staying ahead in the fintech game? Chris Stanley and Christian Ruppe, co-chairs of the Innovation Committee for the Community Bankers Association of Georgia (CBA of Georgia), are at the forefront of this mission. They’re driving tech adoption among local banks, ensuring they remain competitive in an ever-evolving financial landscape. From monthly fintech updates to partnerships with key organizations like Advanced Technology Department Center (ATDC) and the Georgia Fintech Academy, they’re making sure no bank is left behind.

In his Travillian Next debut, Michael Perito, Travillian’s Head of Bank Strategy, discusses second-quarter bank earnings with David Feaster, Senior Analyst of Raymond James. Bank stocks have rallied over the past couple of weeks, and optimism around NIM inflection and accelerating M&A pipelines seem to be building as we look towards the second half of 2024. 

The conversation with David covers many topics, notably bank investor’s expectations pre-quarter, commercial real estate credit trends and the impact forward rate expectations can have on earnings revisions and valuations. David notes that improving sentiment amongst bank investors could help sustain increased deal flow and capital raising activity, while he also provides his top two investment ideas currently.

In this Travillian Next episode, Chris Nichols, Director of Capital Markets at SouthState Bank highlights the crucial role of product managers in community banks.

Chris points out that a lack of focus on product development and customer experience leads to underperformance. He stresses the need for hiring skilled individuals in marketing and finance and encourages banks to collaborate with core providers on new products and technologies. The discussion ends by emphasizing the importance of training and talent development for successful product management.

Travillian Host: Keith Daly, Principal - Banking & Fintech Search

Key Takeaways

In Part 2, John Maxfield, the Founder of Maxfield on Banks and Senior Banking Specialist at The Motley Fool is joined by special guest, Jim Reuter, Board of Directors at FirstBank Colorado.

The conversation features discussions on leadership, succession planning, banking performance, innovation, and talent development. Jim Reuter shares his journey from teller to CEO, emphasizing the importance of humility, integrity, and continuous learning in leadership. Key strategies for managing a bank, incorporating younger talent, and balancing innovation with conservative practices are explored. Additionally, the episode offers insights into the value of diverse experiences, the role of entertainment in education, and the impact of the pandemic on the banking industry.

Get ready for a lively and informative conversation with these industry experts!