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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.
Meet the Panelists
Brent Beardall, is the President & Chief Executive Officer of WaFd Bank, a national bank headquartered in Seattle, Washington (NASDAQ: WAFD). WaFd Bank is the largest bank headquartered in the state of Washington with over $18 billion in assets and 230 offices located in eight western states. In 2020, WaFd Bank was recognized as the best bank in four of its’ eight states (Washington, Oregon, Idaho and New Mexico) by Newsweek.
Mr. Beardall joined WaFd Bank in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial Officer, a position he served in for eleven years prior to being assigned to his current role with responsibility for all client-facing activities of the bank. He was awarded the title of President & CEO in 2017, becoming only the sixth CEO in the bank’s 103 year history. His simple ask of all employees is to “love what they do and make a difference”.
Mr. Beardall received a Masters Degree in Professional Accounting from Brigham Young University and is a licensed Certified Public Accountant in Washington State. He completed Stanford University's Executive Program in August 2013. In 2012, he was recognized as “CFO of the year” by the Puget Sound Business Journal and currently serves on the boards of the YMCA of Greater Seattle and United Way King County, Pacific Coast Banking School, and the Washington Bankers Association. Mr. Beardall lives in Sammamish, Washington with his wife of 25 years, Jennifer and their three children.
Ira Robbins, is President, CEO & Chairman of the Board of Valley Bank and approaches his role from a unique perspective. He joined Valley in 1996 as part of the Bank’s Management Associate Program and has grown along with the company.
From college student to thought leader, his twenty-plus year career at Valley has seen him through several key positions where his invaluable contributions have helped shape Valley’s growth and success. As CEO, Ira has led Valley into the future while keeping true to the company’s roots as a local bank. In an ever evolving digital and mobile world, Ira and the rest of Valley’s leadership team strive to create a stronger, faster, more efficient and more responsive organization. His vision for success is building a purpose-driven organization which includes embracing innovation, being customer-centric, promoting social responsibility, and empowering Valley’s associates.
Ira earned his Bachelor of Science degree in Finance and Economics from Susquehanna University, his MBA in Finance from Pace University and is a graduate of Stonier Graduate School of Banking. He is a Certified Public Accountant in New Jersey and a member of both the New Jersey Society of Certified Public Accountants and the American Institute of Public Accountants. Ira serves on the board of the American Bankers Association, the New Jersey Bankers Association and the New York Bankers Association. He also serves on the board of the Jewish Vocational Service of MetroWest NJ (JVS) and is on the Morris Habitat for Humanity Leadership Council. Ira takes great pride in community outreach and is an active supporter of several other philanthropic organizations in his community as well.
Meet the Panelists
Brent Beardall, is the President & Chief Executive Officer of WaFd Bank, a national bank headquartered in Seattle, Washington (NASDAQ: WAFD). WaFd Bank is the largest bank headquartered in the state of Washington with over $18 billion in assets and 230 offices located in eight western states. In 2020, WaFd Bank was recognized as the best bank in four of its’ eight states (Washington, Oregon, Idaho and New Mexico) by Newsweek.
Mr. Beardall joined WaFd Bank in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial Officer, a position he served in for eleven years prior to being assigned to his current role with responsibility for all client-facing activities of the bank. He was awarded the title of President & CEO in 2017, becoming only the sixth CEO in the bank’s 103 year history. His simple ask of all employees is to “love what they do and make a difference”.
Mr. Beardall received a Masters Degree in Professional Accounting from Brigham Young University and is a licensed Certified Public Accountant in Washington State. He completed Stanford University's Executive Program in August 2013. In 2012, he was recognized as “CFO of the year” by the Puget Sound Business Journal and currently serves on the boards of the YMCA of Greater Seattle and United Way King County, Pacific Coast Banking School, and the Washington Bankers Association. Mr. Beardall lives in Sammamish, Washington with his wife of 25 years, Jennifer and their three children.
Ira Robbins, is President, CEO & Chairman of the Board of Valley Bank and approaches his role from a unique perspective. He joined Valley in 1996 as part of the Bank’s Management Associate Program and has grown along with the company.
From college student to thought leader, his twenty-plus year career at Valley has seen him through several key positions where his invaluable contributions have helped shape Valley’s growth and success. As CEO, Ira has led Valley into the future while keeping true to the company’s roots as a local bank. In an ever evolving digital and mobile world, Ira and the rest of Valley’s leadership team strive to create a stronger, faster, more efficient and more responsive organization. His vision for success is building a purpose-driven organization which includes embracing innovation, being customer-centric, promoting social responsibility, and empowering Valley’s associates.
Ira earned his Bachelor of Science degree in Finance and Economics from Susquehanna University, his MBA in Finance from Pace University and is a graduate of Stonier Graduate School of Banking. He is a Certified Public Accountant in New Jersey and a member of both the New Jersey Society of Certified Public Accountants and the American Institute of Public Accountants. Ira serves on the board of the American Bankers Association, the New Jersey Bankers Association and the New York Bankers Association. He also serves on the board of the Jewish Vocational Service of MetroWest NJ (JVS) and is on the Morris Habitat for Humanity Leadership Council. Ira takes great pride in community outreach and is an active supporter of several other philanthropic organizations in his community as well.
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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 |
