A podcast for community financial institution bankers looking for informational, unbiased, and candid conversations and discussions on an array of banking topics.
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Key Takeaways: Lenders can use AI to build profiles on prospects and their companies ahead of meetings, helping them show up better prepared and anticipate borrowers’ questions. Setting aside just 10 minutes a day to experiment with AI is a simple, practical way to start building an AI-ready sales habit. Customizing AI settings with your role and objectives turns generic responses into tailored ones specifically to your work as a lender. Artificial intelligence is transforming how community financial institutions’ sales teams prospect, prepare, and connect with their customers. In this episode
Listen to how AI can safely cut routine work, boost productivity, and strengthen customer relationships while keeping human judgment at the center.
Why digital assets and regulated stablecoins are becoming too big for community financial institutions (CFIs) to ignore. As more customers move money into crypto exchanges and fintech apps, Sheila and Patrick unpack what is at stake for CFIs in terms of deposits, liquidity, and long‑term customer relationships.
From CEOs down through the front line, culture is no longer just a buzzword — it’s how organizations attract and keep talent, adapt to change, and drive performance. This episode digs into how a strong culture can impact the success of an institution.
In this episode of Banking Out Loud, PCBB’s Matt Helsing talks with three community bankers about modernizing the way they clear Canadian checks. By leveraging PCBB’s Canadian Check Image solution through the Fiserv Clearing Network, they’ve streamlined operations while reducing costs associated with overnight shipments and exchange rates.
PCBB President Mike Dohren shares 2026 predictions for community banks — covering profitability, customer engagement, AI, cyber risk, stablecoin, and faster payments — along with practical guidance on data strategy, culture, and targeted digital transformation.
A powerhouse panel of industry experts explores the existential challenges facing community financial institutions today — from capital planning and board effectiveness to technology adoption, AI readiness, and more. Gain actionable insights to help your CFI.
Explore how community financial institutions can craft robust strategic plans for 2026 & beyond with insights from Curt Hecker, Executive Chairman and CEO at PCBB, as he discusses technology modernization, regulatory trends, leadership, and innovation.
Gain expert guidance on MRB banking. Guest Tony Repanich, President and CEO of Shield Compliance, and Aviva Lipkin, SVP, BSA/AML & OFAC Officer of PCBB, share insights on risks, rewards, regulations, and managing compliance challenges effectively.
Banking Out Loud host Nancy Ozawa discusses relationship banking, its benefits, and strategies for success with guest Justin Armstrong, Co-CEO of UBank, and PCBB’s Northeast Regional Manager, Mike Foreman. The group delves into how prioritizing customer relationships over transactions radically transformed UBank’s approach to banking. Join us as we break down UBank’s vision to level up community banking into actionable insights. Their winning strategy focuses on common sense, consistency, and efficiency, creating long-term, sustainable success for both their customers and their team. This epis
A former regulator with the FDIC, explores what makes community financial institutions successful. The episode discusses key insights on the importance of proactive risk management, strong communication, effective data use in decision-making, corporate governance and why involving regulators early in risk discussions is crucial.
Actionable tips and strategies to help middle managers thrive in the hierarchy, differentiate themselves, and influence “up, down, and across the organization.
In this episode, we’re joined by Kendra Ramirez, CEO of KR Digital and an expert in AI, to explore the far-reaching impacts of AI across industries, focusing on how to harness the potential of generative AI in banking.
Fiserv payments experts Paul Sullivan and Justin Jackson join PCBB’s payments expert Sheila Noll to discuss the rapidly evolving faster payments landscape.
In this episode of Banking Out Loud, host Nancy Ozawa discusses the value of performance reviews and how to effectively prepare for them with Laurie Battaglia, CEO of Aligned at Work. Laurie emphasizes the need for employees and managers to discuss the format and frequency of reviews that will be most helpful. She also provides tips for employees on how to prepare for performance discussions, the role of managers in creating a positive culture of feedback and growth, and the importance of open communication, curiosity, and continuous improvement in the performance review process. Guest:Laurie
US Secret Service agent Stephen Dougherty joins us to discuss cybercrime and the Secret Service’s mission to protect and secure the US financial and economic infrastructure. Plus, he shares insights on types of cybercrime, how technology has made schemes more sophisticated than ever and provides tips on reporting suspicious activity.
In this episode of Banking Out Loud, host Sonia Portwood discusses the importance of communication and ways to improve your communication skills with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership.
In this episode of Banking Out Loud, we discuss the importance of putting strategy before structure when launching new products, services, and strategic initiatives with guest Ryan Canin, CEO and Co-Founder of DocFox.
Dennis Snow, joins us to discuss proven principals for delivering outstanding customer experiences to attract and retain customers, and drive bottom line results.
Hear about the different types of digital assets, current regulation as well as thoughts on what could be next. We also explore blockchain technology with a look at current and potential uses related to banking.
It’s always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we discuss ways to increase customer loyalty and offer 3 tips to get started and key mistakes to avoid.
Chief Credit Officer, Michael Kerr of First Federal Bank shares his experience with CECL, and why his institution ultimately decided to outsource CECL, after starting off in-house.
Archie Kelley, Managing Principal of SalesPhysics and creator of The Value Equation, joins us to discuss his sales technique aimed at creating a pathway to extraordinary sales results.
A discussion on where the real-time payment space is headed in the near and lon-term future.
A look at how to manage and even harness anxiety and stress to confidently navigate today’s ever-changing (business) landscape.
