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[WEBINAR]
A Match Made in Digital: The Evolving Partnership of Fintechs & Community Banks November 10, 2021 |
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,Travillian hosted two executive leaders in the evolution of banking:
• Brian Johnson – President, CEO, & Director, Choice Financial Bank
• Nikhil Lakhanpal – Co-Founder, Narmi
Choice Financial Group
• Headquartered in Fargo, North Dakota, Choice Financial Group is a $3.2B community bank and the #1 Ag bank in North Dakota. Since 2017, Choice has invested heavily in their BaaS Division, Choice Fin, and have partnerships with well-known fintechs such as: Current, Lively, and Lili.
Narmi
• Founded in 2016 with HQ in NYC, Narmi partners with financial institutions to deliver superior digital experiences to end-users. The Narmi platform helps grow deposits, increase satisfaction and automate processes. Recently, Narmi was named Best Solution for Customer Experience and Best of FinXTech Connect in Bank Director’s 2021 Best of FinXTech Awards.
The webinar covers what makes a successful fintech / BaaS bank relationship, the importance of customer experience, and how community banks can break into digital – including the new roles a digital future will need.
• Brian Johnson – President, CEO, & Director, Choice Financial Bank
• Nikhil Lakhanpal – Co-Founder, Narmi
Choice Financial Group
• Headquartered in Fargo, North Dakota, Choice Financial Group is a $3.2B community bank and the #1 Ag bank in North Dakota. Since 2017, Choice has invested heavily in their BaaS Division, Choice Fin, and have partnerships with well-known fintechs such as: Current, Lively, and Lili.
Narmi
• Founded in 2016 with HQ in NYC, Narmi partners with financial institutions to deliver superior digital experiences to end-users. The Narmi platform helps grow deposits, increase satisfaction and automate processes. Recently, Narmi was named Best Solution for Customer Experience and Best of FinXTech Connect in Bank Director’s 2021 Best of FinXTech Awards.
The webinar covers what makes a successful fintech / BaaS bank relationship, the importance of customer experience, and how community banks can break into digital – including the new roles a digital future will need.
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[WEBINAR]
A Conversation with CEOs Brent Beardall and Ira Robbins: Building Culture, Retaining and Attracting Talent and Grooming the Next Generation April 7, 2021 |
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Entrepreneurial-minded CEOs Ira Robbins (Valley Bank) and Brent Beardall (Washington Federal) engaged in a dialogue around the evolution of their banks’ cultures under their leadership. The Travillian Group’s Brian Love and co-moderator Joe Fenech examined how strong cultures correlate to strong fundamental performance, increased shareholder value and the ability to retain and attract more robust talent. This discussion is a must-watch for bankers and executives who are executing or considering transformation within their own companies.
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[WEBINAR]
Wall Street to Main Street: Community Banks Look to Investment Banks for Key Hires February 23, 2021 The Travillian Group's Brian Love and co-moderator Joe Fenech, content contributor, explore the increasingly prevalent trend of prominent career Wall Streeters migrating to community and regional banks in key senior executive roles. |
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Our lively discussion with Jefferson Harralson (CFO, United Community Bank), Jeff Jones (CFO, Busey), and Collyn Gilbert (Director of Strategy Valley Bank) yields interesting commentary about their careers and how their Wall Street experience has positively impacted their current roles and banks. The panelists were very candid about their unique professional trajectories and their responses to transitional hurdles. They gave advice to up-and-comers and other professionals pondering a similar jump, and also contemplated M&A trends and highlighted companies that excite them. It’s clear that growth-minded community banks will continue to value and recruit talent from Wall Street to enhance their strategic visions.
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[WEBINAR]
FinTech Strategy Check: Three Bank Executives Share Recipes for Success January 7, 2021 Three trailblazing bank executives, Larry Mazza (CEO, MVB Financial), Eric Sprink (CEO, Coastal Financial Corporation) and Charles “Chuck” Shaffer (CEO and Director, Seacoast Banking Corporation of Florida) have been ahead of the pack in their banks’ progressive utilization of technology, data and FinTech partnerships. The Travillian Group’s Brian Love and co-moderator Joe Fenech examined the origin of innovation at these institutions, as well as the tools they already possessed, the resources they added, and how their bottom lines were positively impacted. |
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[WEBINAR]
Depository Investment Bankers Unplugged - Southwest Edition: Industry Consolidation, Disruption and the Outlook Heading into 2021 December 8, 2020 The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally. |
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Our panelists covered topics including: M&A / Industry Consolidation, Capital Markets – Sub-debt / Equity Issuance, “New Normal” Post-COVID, Talent, Southwest Regional Outlook, Regulation, FinTech and Succession Planning.
Panelists:
Kade Machen, Managing Director, Financial Institutions Group, Stephens
Christopher Murray, Managing Director, Financial Institutions Group, Piper Sandler
Dan Bass, Managing Director & Head of the Southwest Region of Investment Banking, Performance Trust Capital Partners
Kade Machen, Managing Director, Financial Institutions Group, Stephens
Christopher Murray, Managing Director, Financial Institutions Group, Piper Sandler
Dan Bass, Managing Director & Head of the Southwest Region of Investment Banking, Performance Trust Capital Partners
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[WEBINAR]
Depository Investment Bankers Unplugged – Northeast & Mid-Atlantic Edition: Strategies, Advice, and M&A in a Revenue-Challenged Environment August 12, 2020 The Travillian Group hosted three top Northeast and Mid-Atlantic focused depository investment bankers in a discussion about how they’re advising their bank clients today. Topics included M&A, strategies around operational efficiencies, and resourcefully deploying capital in these uncertain times. |
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Panelists:
Scott Clark, Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Dan Flaherty, Managing Director, Financial Institutions Group, Janney Montgomery
Frank Sorrentino, Managing Director, Financial Institutions Group, Stephens Inc.
Scott Clark, Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Dan Flaherty, Managing Director, Financial Institutions Group, Janney Montgomery
Frank Sorrentino, Managing Director, Financial Institutions Group, Stephens Inc.
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[WEBINAR]
Community Banking Through the Private Equity Lens Investors Weigh in on the State of the Industry August 3, 2020 The Travillian Group hosted two top private equity investors, David Honold from Patriot Financial Partners and Tony Scavuzzo from Castle Creek Capital, in a discussion about the current state of the banking industry and what the future may hold.
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Topics included how they effectively partner with banks, how they evaluate management, the return profiles they seek, and views on debt and capital raising. We also delved into branch consolidation trends and the need for banks to be more efficient during a down economy.
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[WEBINAR]
Solving the Digital Riddle Aligning Your Bank's Strategy, Culture & Talent July 14, 2020 The Travillian Group was proud to host four industry innovators in a discussion about their experience solving the “digital riddle”. We spoke about how to successfully implement a digital strategy by repositioning your bank’s culture, integrating current team members and recruiting dynamic talent. Please click on the link to the right to view the entire webinar.
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Panelists:
Patrick Sells, Chief Innovation Officer, Quontic Bank Jill Castilla, President and CEO, Citizens Bank of Edmond |
Jason Henrichs, Chief Executive Officer, Alloy Labs Rahm McDaniel, VP of Strategic Solutions, Q2 Open |
