Podcasts about community banking

Story of the Week (DR):JP Morgan's news weekThe Lurid Lawsuit, Salami Scandal and Trash-Can Thief Vexing JPMorgan's PR Department AND Meme of 'JPMorgan's HR Department in 2026' Has People in Stitches Amid Sex Scandal and Knicks Bin IncidentShe Stole a Knicks Trash Can Off the Street and Lost Her Job at JPMorganThe Trash Bin That Cost Her Career: Who Is Angie Báez? JPMorgan DEI Executive Fired After Viral Knicks Parade VideoThe Trash-Can Thief: Angie Báez, an Executive Director of Community and Industry Engagement at the bank, was captured on a viral video during the New York Knicks championship parade emptying a public trash bin onto a Manhattan sidewalk so she could steal the limited-edition, blue-and-orange Knicks-themed container.The Resolution: JPMorgan quickly terminated her employment after the video went viral. Báez eventually returned the trash bin and was issued $175 in sanitation fines.But what kinds of thing DON'T get you fired and get you fined?In 2023, JPMorgan Chase agreed to a $290 million (1,657,143x) settlement to resolve a class-action lawsuit from survivors of Jeffrey Epstein. The bank was accused of actively ignoring glaring red flags and helping bankroll Epstein's sex-trafficking operation for 15 years.Internal documents and later congressional probes revealed that the bank processed roughly 4,700 suspicious transactions totaling $1.1 billion for Epstein. They failed to file a single Suspicious Activity Report (SAR) until after his death.Who Kept Their Job? Mary Erdoes: The Head of Asset & Wealth Management was fully aware of Epstein's status as a high-risk sex offender, reviewed his account, and was directly implicated in internal communications regarding his status. She faced zero professional demotions and remains one of the top candidates to eventually succeed Jamie Dimon as CEO.In 2020, JPMorgan Chase entered a deferred prosecution agreement and agreed to pay a record $920 million (5,257,143x) to settle federal charges of market manipulation.For nearly a decade, traders on JPMorgan's precious metals and U.S. Treasuries desks engaged in "spoofing"—placing tens of thousands of fake, deceptive orders to artificially move market prices and maximize their own profits. The FBI stated that traders "openly disregarded U.S. laws."While a couple of mid-to-high-level traders (like Michael Nowak and Gregg Smith) were later criminally convicted and sentenced to prison, the executive leadership team responsible for supervising them and implementing compliance programs suffered no casualties. Top management stayed perfectly secure, chalking the multi-million dollar fraud up as the work of a few "bad apples."The Salami Scandal: Veteran wealth manager Brent Bodner was fired by JPMorgan in 2024 after he expensed a $642.50 deli platter (containing wings, sandwiches, and salads) for a Super Bowl gathering at his Beverly Hills home. The bank accused him of intentionally misclassifying a personal party as a pre-approved business meeting.Bodner counter-sued, jokingly dubbing the controversy the "salami incident." He argued that the event was a legitimate client-acquisition dinner that only two prospects ended up attending, and that the minor coding error was used as a pretext to push him out.The Resolution: A FINRA arbitration panel sided heavily with Bodner, ruling that JPMorgan acted preemptively out of paranoia that brokers were leaving for rivals. The panel ordered JPMorgan to pay Bodner $4.25 million in damages.The Lurid Lawsuit: Chirayu Rana, a former vice president on JPMorgan's leveraged finance team, leveled highly salacious allegations against his female supervisor, Executive Director Lorna Hajdini. Rana's lawsuit alleges he was subjected to a campaign of racial discrimination, severe harassment, and forced sexual relations under the threat of having his career sabotaged.The Resolution: Rana rejected a $1M settlement offer, countering with a demand for up to $22 million before escalating the fight to court. Both Hajdini and JPMorgan strongly deny the allegations as entirely fabricated, and the legal battle is moving toward a highly publicized trial.JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for DimonThe Wait to Replace Jamie Dimon Keeps Getting Longer: Another potential successor, Marianne Lake, is leaving JPMorgan, as the longstanding chief executive enters his third decade atop the bank.How JPMorgan went from 3 female CEO contenders to an all-male succession raceJPMorgan named Doug Petno and Troy Rohrbaugh, current co-heads of the bank's commercial and investment bank, as co-presidents, setting them up as the frontrunners to succeed longtime CEO Jamie Dimon. Their promotions, the bank said in a press release, "are part of the Board's ongoing succession planning process."Petno and Rohrbaugh were among a handful of powerhouse candidates poised to succeed Dimon, including Jennifer Piepszak, chief operating officer, Marianne Lake, CEO of the commercial bank, and Mary Erdoes, CEO of asset and wealth management.Marianne Lake, a Potential Dimon Successor, Leaves JPMorganOne-time Retention and Continuity equity awards to the following Operating Committee members:Doug Petno, Co-President and CEO of the Commercial & Investment Bank, and Troy Rohrbaugh, Co-President and CEO of Consumer & Community Banking, in the amount of $30M each;Mary Erdoes, CEO of Asset & Wealth Management, and Jennifer Piepszak, Chief Operating Officer, in the amount of $20M each.JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress testA 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egosFortune 500 bosses demanding staff return to the office share one trait: narcissism, research findsA six-year study tracking corporate executives revealed that strict return-to-office (RTO) mandates are heavily driven by narcissism and executive ego, rather than actual employee productivityWharton organizational psychologist Adam Grant noted that researchers used reliable corporate proxies to quantify CEO narcissism, including the oversized scale of their compensation packages, the size of their signatures, and the prominence of their photos in company annual reports.The data showed that leaders with highly inflated self-opinions consistently coveted maximum power and status, making them the most aggressive opponents of remote work.Goldman Sachs and JPMorgan pushed hard for a 5-day-a-week return to the office. Why they're now letting employees work from homeGameStop CEO Cohen spurns $35 billion pay plan to focus on plan to buy eBayGameStop CEO on His eBay Pursuit: ‘I'm Not Going to Stop, I'm Not Going to Go Away'GameStop unveiled a compensation package worth roughly $35B for Ryan Cohen ​in January, hinging on a turnaround that requires him to lift the struggling company's market value more than tenfold and sharply boost its profit.In May, Cohen surprised Wall Street with an unsolicited offer to buy eBay for roughly $56 billion in cash and stock to ‌turn the e-commerce company into ⁠a bigger competitor to Amazon.EBay's board rejected the proposal, calling the offer "neither credible nor attractive."Cohen argued that he doesn't want the package ⁠so that GameStop's leadership can fully focus on its operating performance and the planned acquisition.SpaceX handed lowest possible ESG rating by MSCI: Triple C score puts Elon Musk's company on par with Russia after 2022 invasion of UkraineMusk 'most obvious risk' following SpaceX's lowest possible ESG rating“Board of Directors: The SPACE EXPLORATION TECHNOLOGIES board currently has an independent majority, which enables it to more effectively fulfill its critical function of overseeing management on behalf of shareholders. The company has failed to split the roles of CEO and chairman, which may limit the board's independence from current management interests. Split CEO and chairman roles are characteristic of 67% of companies in this market.”Welltower CFO's $167 million pay package sets new recordWelltower's Tim McHugh is the new highest-paid finance chief among the biggest U.S. companies. His $167 million pay package in 2025 not only dwarfs that of his CFO peers but also outpaces the compensation of many CEOs.McHugh's pay at Welltower, a real-estate investment trust focused on rental housing for seniors, surpasses the $139 million compensation package received by Tesla's Vaibhav Taneja in 2024. This puts him more than $135 million above Alphabet's Anat Ashkenazi, the next highest-paid CFO in 2025. And it secures him a spot in the club of executives making $100 million or more, a group that remains rare.Here's what the article DID NOT MENTION: CEO Shankh Mitra: $821MGoodliest of the Week (MM/DR):DR: Scientists Say New Method Turns Coffee Grounds Into High-Potency Renewable FuelAccording to a press release from South Korea's National Research Council of Science and Technology, a team of researchers at the Korea Institute of Geoscience and Mineral Resources (KIGAM) have developed a method to convert spent coffee waste into high-quality charcoal, known as biochar.While that's a feat in and of itself, the kicker is the method's blistering speed: it takes just 90 seconds from start to finish, with no drawn-out drying process or oil separation required. According to the release, the new technique solves a major issue in extracting the latent energy potential of spent coffee beans.DR: Bill to raise minimum wage to $25 an hour will be introduced in Senate DR MMThe bill would incrementally increase the minimum wage from its current rate of $7.25, with the first jump to $12 an hour in the first year of enactment. Major corporations would have six years to work up to a $25 minimum wage, while smaller employers would have a 13-year runway. The legislation would also do away with subminimum wages for tipped workers, such as restaurant servers, youth workers and workers with disabilities. Nearly half of the American workforce makes less than $25 an hour.DR: Federal judge blocks new law aimed at ESG, DEI investing decisionsA federal judge has blocked Kansas from enforcing a new law that requires institutional investment advisers to make certain disclosures when recommending against company management on issues, including environmental, social and governance principles.U.S. District Judge Holly Teeter on Wednesday issued a preliminary injunction halting enforcement of law enacted last session that two major national institutional investment advisers said was unconstitutional because it discriminated based on speech.MM: MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last yearAssholiest of the Week (MM):CEO SPEED ROUND - ONE HEADLINE, ONE CEO, ONE LINERTim Cook - It's pretty sweet to quit your job and let the new guy fight the union: Apple closed America's first unionized store and blocked workers from transfers — now the union is fighting backJamie Dimon - It was easy - we just pointed to the ones with boobs and said “Not you”: How JPMorgan went from 3 female CEO contenders to an all-male succession raceZuck - The best thing about being a little man king with no accountability is I can randomly change and unchange and rechange my mind… about people's lives: Meta pauses an AI training program that tracks employees' keystrokes after an internal leakLarry Fink - Have you SEEN the size of my signature??? Fucking come to work: A 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egos“In the six-year study, researchers collected data on Fortune 500 CEOs, using behavioral proxies—signature size, photo size in annual reports, pay gap relative to peers—to construct narcissism scores. The higher the score, the more likely a CEO was to publicly oppose remote and hybrid work and seek additional status (like a board chairmanship). In a separate experiment, CEOs whose egos were primed—by reflecting on the assertive leadership styles of Steve Jobs and Larry Ellison—showed significantly greater opposition to working from home than a control group”Andy Jassy - Now we know EXACTLY when you're wasting our time peeing in a bottle instead of working: Amazon is on a mission to optimize warehouse work. Its latest test puts wearable devices on support staff.Nikesh Arora - If you just said, “Who?”, you better pay attention because I have important things to say: Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills - BRONZE ASSHOLESatya Nadella - If I complain about how everyone TALKS about AI, does that make me sound more sympathetic?: Microsoft's CEO Takes Aim At AI Companies: 'We Have To Walk The Walk' To Convince The Public - GOLDEN ASSHOLEJeff Bezos - I mean, if I'm honest, everyone is terrible and should be laid off: Jeff Bezos Called Washington Post His Worst Investment and Staff He Laid Off ‘Terrible' People - SILVER ASSHOLEBrian Moynihan - I mean, or your kid was late to school because they forgot to make their card for teacher appreciation day, you didn't eat breakfast, and you rushed in to work from the office as fast as you could because working from home isn't allowed anymore: By 7 a.m., Bank of America's CEO has already read 5 newspapers, his email inbox, and hit the gym—he says if you're late to meetings, you're ‘selfish'Dave Ramsey - 0.0001% of Musk's worst day could end hunger ON EARTH, but sure, take away Halloween and pets from the rest of us: Dave Ramsey Says 20% of Americans' Halloween and Pet Budgets Could End Hunger: 'There'd Be No Hungry Kids'Headliniest of the WeekDR: Beloved Grandmother Was Standing in Her Own House When a Tesla, Allegedly on Autopilot, Smashed Through the Wall and Killed Her in Grandchildren's PlayroomA popular password manager was hit by a hack. What you need to know—and how to keep your data safeMM: Ryanair says it will reluctantly not charge parents to sit next to childrenMM: Elon Musk will get a billion shares of SpaceX if he can settle a million humans on MarsJust make it 10 trillion shares if he can safely land Gus who sleeps at the bus station on NeptuneWho Won the Week?DR: The MotherS(C)hIpMM: ESG RatingsPredictionsDR: Symbolically giving up your $35 billion CEO pay package becomes the new $1 salary: proxy statements will say: “Our CEO generously waived his $35 billion pay package as a gesture of sacrifice to lead by example, preserve corporate cash, and show solidarity with displaced workers and stressed stakeholders.”MM: Ryanair announces a new fee children can pay to sit AWAY from their parents

What happens when a technology provider can see patterns across 244 million account holders and thousands of financial institutions? In this episode of Technovation, Peter High speaks with Keith Fulton, Chief Data Officer at Jack Henry, about how data science and AI are transforming community banking. Keith explains how Jack Henry is leveraging industry-scale data to help banks reduce fraud, predict customer churn, identify hidden revenue opportunities, and prepare for an agentic AI future. He also shares how the company is democratizing innovation through citizen development, AI adoption programs, and enterprise-grade governance for employee-built applications. Key Highlights: Building the data foundation required for agentic AI Using consortium-scale data to uncover insights individual banks cannot see Predicting customer churn and identifying hidden commercial customers Applying AI to fraud prevention and customer protection Scaling innovation through AI adoption and citizen development This episode is presented by Celonis — Give AI the context it needs. Learn more at celonis.com/technovation

Adam Metz, the newly appointed president and CEO of Central Pennsylvania-based Orrstown Bank, joins the ABA Banking Journal Podcast to discuss the bank's strategy and growth, its dedicated innovation group, how the bank is using AI and the bank's client-focused talent strategy.

Recorded live at TransUnion's 2026 Financial Services Summit, this episode features a timely conversation with S&P Global Chief Economist Paul Gruenwald on the forces shaping the macroeconomic outlook for lenders and financial institutions. While the global economy faces significant headwinds, including tariffs, energy market disruption and geopolitical tensions, Gruenwald explains that growth has remained surprisingly resilient, supported largely by a strong labor market and steady consumer activity. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Credit union strategy takes center stage as Mark Ritter welcomes industry veteran Jay Murray to Credit Union Conversations. From teller to CEO, Jay's path through corporate credit union leadership shaped decades of collaboration within the credit union sector. He reflects on the financial crisis, regulatory gaps, and how shared services helped small institutions survive and scale. Jay also unpacks the importance of succession planning and why the cooperative model remains vital. His long-tail insight: Credit union succession planning strategies are essential for institutions that want to outlast their current leadership.What You Will Learn in This Episode: ✅ How credit union strategy evolves over decades, and why leaders who embrace credit union collaboration and shared services consistently outperform those who go it alone.✅ What the corporate financial crisis revealed about regulatory oversight and why understanding credit union history prepares today's leaders for tomorrow's risks.✅ Why succession planning at both the CEO and board level is the difference between an institution that thrives beyond its founder and one that quietly disappears.✅ How the cooperative model and financial literacy initiatives can position credit unions as indispensable community anchors in an increasingly corporate financial landscape.Subscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Jay Murray's origin story: from forestry dreams to credit union leadership and becoming a teller at a family savings and loan03:16 The early days of corporate credit union outreach, visiting 1,150 Pennsylvania credit unions 05:34 How Mid-Atlantic Corporate grew through mergers and rebranded as VIZO08:55 The financial crisis: what regulatory oversight missed and what the NCUA ultimately did 15:33 Building credit union collaboration through myCUservices and RKGO BIG19:57 Succession planning and forward-thinking board governance determine whether a credit union survives KEY TAKEAWAYS:

Cy Sturdivant returns to the Virtual CISO Moment to share lessons from more than two decades in cybersecurity, financial services, and consulting. The conversation explores the importance of professional relationships, security program maturity, AI adoption in banking, and why organizations that focus solely on compliance often struggle to improve their overall security posture. Cy also discusses the concept of TEA—Time, Energy, and Attention—and why protecting these limited resources is critical for long-term success in both cybersecurity and life. Along the way, he offers practical advice for professionals looking to grow their careers, adapt to constant change, and maintain balance in a demanding industry. If you're a cybersecurity leader, aspiring consultant, community banking professional, or simply looking for practical advice on balancing career success with personal fulfillment, this episode offers actionable insights, thoughtful perspective, and plenty of wisdom from someone who has spent decades helping organizations navigate risk and change.

Centier Bank joins us for a thoughtful look at their new partnership with Joy's House, including a special spa day giveaway created to celebrate and support caregivers. We talk about what community banking looks like when it is rooted in real relationships, why local support matters, and how families can feel more comfortable asking financial questions before they feel overwhelmed. We also celebrate David Attenborough's 100th birthday and talk about Jackie Tohn's "Boob Voyage" party ahead of her double mastectomy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the He Said, She Said: Razor Branding™ Podcast, Jaci and Michael sit down with Bryce McCuin, Director of Marketing at BankSouth, to talk about what it really takes to build an authentic brand inside a community bank competing against institutions with far bigger budgets. Bryce brings a rare perspective shaped by nearly two decades across luxury real estate, fulfillment logistics, and nearly 12 years running his own creative agency before moving in-house at BankSouth. He shares how leaning into real relationships and real customer stories – rather than stock images and rate promotions – is what separates a community bank from the noise. From managing scope creep with agency partners to knowing when to trust their expertise and when to push back, Bryce brings hard-won wisdom from both sides of the client-agency relationship. He also talks about the imposter syndrome marketers are feeling in the age of AI, why discipline and intentionality matter more than speed, and how the slow is fast mindset applies directly to the way modern marketers need to approach the tools at their disposal. Key Takeaways Community banks cannot out-spend the big institutions, but they can out-relate them by showing up as real people in real communities Letting customers tell their own stories on camera – without memorized lines or staged setups – produces more authentic and compelling content Having agency experience makes you a better client because you understand scope, boundaries, and what clear direction actually looks like Marketers should lead with curiosity and questions, not with a list of everything a client is doing wrong AI creates real efficiencies, but only when you feed it the right source of truth – skipping that step means spending more time fixing than producing Staying the course on a campaign long enough to see results is one of the hardest and most important decisions a marketer can make Listen wherever you get your podcasts or at razorbranding.org

Cannabis banking is complex, highly regulated, and full of opportunity. In this episode, Kristin Stowe of Credit Union 1 shares what it really takes to serve this underserved industry—from compliance and operational challenges to pricing and long-term strategy.We cover key differences from traditional banking, why starting with deposits matters, and what's ahead as the industry evolves. Whether you're exploring cannabis banking or refining your approach, this episode offers practical, real-world insight.Send us Fan MailPresented by Remedy ConsultingFor more information on BankTalk:BankTalk  WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please  email us. 

In this episode, Craig LaChapelle is joined by VantageScore's Jeff Richardson and TransUnion's Matias Petersen to unpack the growing importance of credit score choice. They discuss how market volatility, competition and regulatory shifts are driving adoption across lending segments, from mortgage to auto and cards. The conversation highlights practical considerations — from model performance and governance to operational rollout — while outlining how lenders can test, validate and scale new scoring approaches to improve portfolio outcomes and expand access. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

In the latest episode of the Digital Banking Podcast, host Josh DeTar of Tyfone welcomed Shiva Rajbhandari, President at Carolina Credit Union Initiative. The episode centered around the case for a student-run credit union at UNC Chapel Hill and what that effort revealed about access, trust, and community banking.Shiva traced the idea back to a simple problem. He arrived on campus with a scholarship check, but he had no local credit union option that served students. That gap pushed him to study how student-run credit unions worked, what new charters required, and why the process had grown so hard. He explained that today's barriers included startup capital, regulation, digital infrastructure, and the need to compete with large banks and fintech apps.From there, the conversation turned to what students actually needed. Shiva argued that financial institutions missed the mark when they treated every member the same. He pointed to issues like student group accounts, rent reporting, and credit building. He also made a clear case for human service. Good tech mattered, but trust still grew fastest when people could reach someone who knew their community.

Welcome to the award-winning The Hill Country Podcast. The Texas Hill Country is one of the most beautiful places on earth. In this podcast, Tom's partners, Gilbert Paiz and Andrew Gay, take the lead in visiting with AJ Rodriguez, now the interim CEO and board member of Guadalupe Bank. AJ recounts entering banking after a ranch fire led him to college, an internship, and an examiner role with the U.S. Treasury, and subsequent roles at larger banks before becoming CEO of a South Texas community bank that grew to 31 branches and $2.2B in assets; after retiring in 2012 and moving to Fredericksburg, he helped launch the Backwoods barbecue restaurant and later joined Guadalupe Bank, stepping in as CEO after the prior CEO resigned. They contrast community banks with national banks, emphasizing local decision-making, relationship-based service, community involvement, and support for small businesses, and provide Guadalupe Bank details (about $254–$256M in assets, ~37–38 employees, locations in Kerrville and Fredericksburg, and a San Antonio production office planned to become a branch). They cover recruiting talent via a Schreiner University internship rotation program, regional optimism post-flood and amid steady growth, current products and fraud-prevention investments, and non-advisory commentary on interest rates, inflation, and market volatility. Resources: Guadalupe Bank  Other Hill Country-Focused Podcasts: Hill Country Authors Podcast Hill Country Artists Podcast Texas Hill Country Podcast Network Cover Art Nancy Huffman

In this episode, former U.S. Senator and SouthState Bank board member Ben Sasse joins Caleb Stevens and Chris Kamienski for a wide-ranging conversation on the state of community banking, the loneliness epidemic, and the digital revolution reshaping the economy.    Learn more about SouthState's Correspondent Banking Division at https://southstatecorrespondent.com/ The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC    

What does it take to build a $9 billion community bank and stay independent doing it? Joe Dively, Chairman and CEO of First Mid Bank & Trust, breaks down the M&A strategy, leadership philosophy, and culture-first approach behind one of the Midwest's most extraordinary community banking stories — including a dividend streak dating back to 1879, eight acquisitions built on decade-long relationships, and a succession plan built around one of the youngest executive teams in the industry.

Join Craig, Josh and Charlie Wise, TransUnion's EVP of Global Research and Consulting, as they unpack the forces shaping the 2026 consumer credit landscape. From a stabilizing macroeconomic backdrop to evolving lender strategies, Charlie walks through key trends across credit cards, auto, personal loans and mortgage. He also explores the implications of affordability pressures, interest rate expectations and the K shaped dynamics influencing consumer financial health. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Send a textIn this kickoff episode of The WEBB Remedy Podcast "Money Mindset Conversation Series", hosts Rinnie Orr and Stephanie Terry talk with Venus Myles, Senior Vice President and Carolinas Market Manager for PNC Community Development Banking, to explore how our beliefs about money shape the way we do business.From pricing and hiring to investing and risk-taking, mindset plays a powerful role in all financial decision entrepreneurs make. Venus brings both practical banking expertise and deep community insight to help listeners move from fear to clarity — and from a scarcity to abundance mindset.Together, they unpack what it means to build a healthy relationship with your banker, how to prepare for funding, and why mindset is just as important as money when it comes to business growth.In This Episode:What “community development banking” really means — and how it supports entrepreneursHow scarcity thinking shows up in business decisions (and how to reframe it)Practical steps to prepare for funding and protect your businessHow PNC Bank supports entrepreneurs beyond capital — through education, partnerships, and community programsAbout the Guest:As a PNC Community Development Banking Market Manager, Venus is committed to driving economic empowerment in communities throughout the Carolinas. Venus works closely with small businesses to help deliver the financial solutions and resources they need to start, grow and scale their businesses. She is passionate about driving economic growth, equity, and resilience in underserved communities.Background and ExperienceWith over 30 years of experience in leading teams and 13 years of experience in banking, credit, and lending, Venus specializes in designing and implementing financial solutions that empower individuals, businesses, and neighborhoods to thrive. Throughout her career, Venus has collaborated closely with local organizations, nonprofits, and small business owners to foster sustainable economic development and access to critical financial resources. She brings a deep understanding of the unique challenges these communities face.Venus joined PNC in March 2016 and served as a Regional Manager for Small Business Banking prior to her Community Development Banking role. In this capacity, she led a team of nearly 100 bankers to drive increases in Annual Revenue, Deposit Assets, Equity and Small Business Lending, and consistent annual household growth.Venus serves on the board of Durham Tech Foundation, Durham Tech Properties, the Affordable Housing Strategic Council of the Duke Community Affairs Office, the NC Bankers Association Opportunity and Empowerment Council, and the Dean's Executive Advisory Board for Johnson C. Smith University. She is a graduate of two Leadership programs, a previous Junior League member, and a current member of the sorority Sigma Gamma Rho. Venus graduated with a Bachelor of Science in Management from Bethel College.Learn more about PNC Community Development Banking: pnc.com/communitydevelopmentbankingConnect with Support the showThank you for listening...Our theme this year is "Changemakers in Motion"To find out how you can be changemaker and connect - check out WEBB Squared. Become a changemaker today! Support WEBB Squared's annual campaign. We would love to hear from you. Please contact rinnie@webbsquared.org for more information.

Community finance is under pressure. On this episode of Credit Union Conversation, Mark Ritter sits down with Doug Wadsworth to unpack the realities facing small credit unions, including expanding regulatory burdens, rising compliance costs, and growing competition among credit unions. They discuss why credit union advocacy matters, how the cooperative model must evolve, and what practical leadership looks like when serving members in an increasingly complex financial environment.What You Will Learn in This Episode: ✅ How small credit unions manage increasing regulatory burden and mounting compliance costs during NCUA examinations✅ Why credit union advocacy is essential to protecting the cooperative model and strengthening member impact✅ How credit union competition from large financial institutions and FinTech competition is reshaping credit union strategySubscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Doug shares his journey into the credit union space and his introduction to small credit unions06:25 The challenges of obtaining services, the weight of NCUA examinations, and the rising regulatory burden on small credit unions17:18 Survey results reveal growing credit union competition from larger credit unions over smaller ones21:04 Breaking down compliance costs, HMDA reporting, and NMLS registration27:58 Advocacy efforts aimed at achieving regulatory relief for small credit unions31:15 A vision for strengthening the cooperative model and sustaining community financeKEY TAKEAWAYS:

Hosts Dave and Dharmesh explore how artificial intelligence, later-life lending, and turnkey core platforms are reshaping the future of UK financial services with Gareth Richardson, Finova's CEO. In this week's episode of the Demystify Podcast, Dave and Dharmesh are joined by Gareth Richardson, CEO of Finova, for a wide-ranging and candid conversation about the forces quietly transforming UK core banking, and why AI may have a far bigger impact inside financial institutions than customers realise. Gareth, a former senior leader at Thought Machine and now head of one of the UK's most embedded lending and mortgage technology providers, explains why community banking and building societies face a very different challenge from Tier 1 banks. While global institutions chase configurability and scale, smaller lenders need turnkey infrastructure, effectively a fully outsourced technology engine that allows them to compete without massive internal teams. A central theme of the episode is equity release and later-life lending, a market poised to grow rapidly as demographics shift and homeowners hold significant untapped property wealth. Gareth unpacks why this space has evolved beyond its historical reputation and how smarter underwriting, better data, and modern infrastructure are making it more sophisticated and accessible. The conversation then turns to AI, cutting through the hype. Rather than focusing purely on flashy chatbots, Gareth outlines where AI is already delivering real value: broker research automation, document verification, underwriting acceleration, and operational efficiency. In many cases, AI is removing friction and reducing cost long before it becomes customer-facing. The episode also tackles the bigger question: how far, and how fast, will regulation allow AI to reshape financial decision-making? While generative models are advancing rapidly, explainability, governance, and trust remain critical guardrails in regulated environments. For anyone interested in mortgages, community banking, AI-driven transformation, and what's really changing behind the scenes in UK financial services, this is a conversation not to be missed.

In this episode of This Month in Banking, the team explores what happens when fintech meets community banking. Guest Emmett Shipman, Fintech Strategy & Growth Senior Manager at Wolf & Company, joins the conversation to discuss evolving fintech–bank partnerships, the shift from efficiency to reinvention, and how community banks can strategically position themselves for a digital future. The discussion also dives into stablecoins, digital assets, and what bank leaders should be prioritizing in the year ahead.

Jill Castilla of Citizens Bank of Edmond has been recognized time and again as one of the financial sevices industry's leading lights. Kian Sarreshteh of InvestiFi has brainstormed how to bring digital investing inside traditional accounts. On this special episode of Bankadelic, Kian and Jill share how they've brought the InvestiFi platform to Citizens Bank account holders, giving them an easier way to invest (even in crypto) while maintaining the stellar customer attention and service community FIs are known for.

Join us for a discussion with Adam Gregg, CEO of the Iowa Bankers Association as we explore the positive impacts brought about by the Trump Administration and how those policies are impacting bankers. Adam also unpacks the areas he believes will most influence bank leaders as they look ahead to 2026.Send us a textPresented by Remedy ConsultingFor more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

John Blizzard, CEO and President of Seattle Bank and founder of CD Valet discusses what banks should consider ahead of potential rate cuts, why CDs bad rap as 'hot money' is undeserved, and how digital marketing and pricing strategies can level the playing field.Send us a textPresented by Remedy ConsultingFor more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

When was the last time the person approving your business loan picked up their own phone? In this episode, Matt and Lou sit down with Keith Costello, who built Locality Bank from the ground up, a tech‑forward community bank for real business owners. They dive into his "why," the nuts‑and‑bolts of launching a bank, the future of stable coins, and why the big banks aren't always the best choice for entrepreneurs.

Pete Turek — a TransUnion® SVP responsible for overseeing relationships with more than 120 of the nation's leading financial institutions — join Josh and Craig this month to unpack insights from the latest Consumer Industry Insights Report. The discussion highlights a “K-shaped” dynamic in lending, with strong growth at both ends of the credit spectrum, record personal loan originations and Gen Z's rising influence. The conversation also covers tighter credit lines, longer auto loan terms, delinquency trends across products and the impact of the recent government shutdown. Looking ahead, the group examines how tax season, student loan offsets and macroeconomic factors could shape consumer credit performance in early 2026. For lenders and risk professionals, this episode offers a clear, data-driven view of where consumer credit stands — and what's next. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Jon Sisk and Matt Lujano's banks couldn't be more different at first appearance — Sisk is a top executive at a community bank in Santa Cruz, California, near the beating heart of America's tech ecosystem, and Lujano leads a bank primarily based in a rural area of western Iowa where farming is dominant. But they share a positive outlook on the role of tech in community banking. As chair and vice chair, respectively, of ABA's Community Bankers Council, they reflected on what it means to be a tech-forward community bank in a podcast following the committee's recent D.C. meeting. Among other topics, they discuss: Forming AI brainstorming groups within banks to facilitate collaborative innovation. The use of generative AI tools to accelerate policy development and exam preparedness. Being ready to move quickly on stablecoins, tokenized deposits and digital assets, even if customers aren't demanding solutions. Good ideas surfaced in conversations among CBC members. Stay tuned for more conversations on tech-forward community banking within the ABA Banking Journal Podcast channel.

Christian Widhalm, CEO of Bloom Credit, joins the latest episode of Extra Credit to unpack the evolving landscape of credit data furnishment. Christian shares how Bloom is tackling the limitations of legacy credit reporting formats — originally designed for traditional products and monthly cycles — and helping lenders report both conventional and alternative data more accurately and in real time. The conversation covers the rise of BNPL, the promise of transactional data for underserved consumers and regulatory headwinds shaping open banking. Widhalm also weighs in on why traditional credit data isn't dead — despite the hype — and how FinTech partnerships are accelerating innovation across the lending ecosystem.

On this episode of Banking on KC, David Cota, Executive Vice President of the Banking Division at FNBO, and Joe Close, Regional Leader for Kansas, Missouri, and Texas, join host Kelly Scanlon to discuss the merger between FNBO and Country Club Bank — and how it's poised to shape the future for customers, employees, and the Kansas City community.Tune in to discover:Why the merger between two multigenerational, family-owned banks is a natural fit and how decades of shared values laid the groundwork for this partnership.How FNBO plans to differentiate itself in a competitive banking landscape through “uncommon understanding” — a deeper, more personal approach to serving customers.What customers can expect from expanded access, enhanced technology, and a broader suite of products and services.How local decision-making, community investment, and personalized relationships will remain central as the combined bank grows.The long-term vision for maximizing the merger's impact on employees, clients, and the Kansas City region.Country Club Bank, a division of First National Bank of Omaha (FNBO). Member FDIC.

In this episode of Extra Credit, Harmon Lyons, VP of Strategy and Market Development for TransUnion's financial services marketing solutions, joins Craig and Josh for a deep dive into the evolving role of data in financial services marketing. Harmon shares insights from nearly 30 years in the industry, highlighting how all FS marketers — from regional credit unions to national banks — can overcome fragmentation, connect with customers across channels and prove ROI. The conversation covers best practices for identity resolution, the importance of brand building — even on modest budgets — and how to balance acquisition and retention strategies. Whether you're a CMO or in a marketing-adjacent role, this episode offers a practical look at how data-driven strategies are reshaping the way financial institutions engage with consumers. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

In this episode of Retire in Texas, host Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Steve Mack, Regional President of Liberty Capital Bank. Steve brings more than 40 years of banking experience, including three decades as CEO of Texas Heritage Bank, to discuss the recent merger with Liberty Capital Bank and what it means for Texas communities.  They explore: The challenges and opportunities of merging two community banks. How community banks differ from big banks in culture, relationships, and lending. Why personal relationships still matter in today's financial system. How the FDIC and IntraFi network protect deposits - even beyond the $250,000 limit. The role of community banks in supporting small businesses and local economies. How local banks stay competitive with interest rates while offering face-to-face service.  If you've ever wondered about the safety of community banks, the difference between local and big-bank lending, or how mergers impact customers, this episode provides clear and practical insights.  Listen now and learn why, when it comes to banking, life moves at the speed of relationships.  If you enjoyed today's episode, share it with your family and friends!  The investment products and services offered by PAX are independent of the products and services offered by Liberty Capital Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PAX. 

Artificial intelligence (AI) is no longer just a buzzword in financial services. From lending to fraud detection to customer service, AI is steadily finding its way into community banks and credit unions. But for leaders, boards, and compliance teams, one pressing question remains: how do we adopt AI responsibly?In this episode of the Banking on Data podcast, host Ed Vincent sits down with Beth Nilles, Director of Implementation, who brings more than 30 years of banking leadership across lending, operations, and compliance. Beth offers practical guidance for financial institution leaders who may be exploring AI for the first time - or wrestling with how to scale responsibly without falling behind on regulatory expectations.Follow us to stay in the know!

Peter Stenehjem joins BankTalk to share First International Bank and Trust's history and explain his experience as the 4th generation leader of the bank. Peter touches upon the family discussions for his path to CEO, FIBT's concentration in the mineral industry and how they've built their Kotapay technology with Kavinu platform to be a high performing bank.Send us a textPresented by Remedy ConsultingTechnology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.For more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

The latest installment of Extra Credit has Dawn Figlioli, VP of Sales, Financial Services at TransUnion, stepping into the host seat, guiding a conversation with Craig and Josh on the latest credit market insights. The trio explores the current lending environment, marked by both stability and caution, and dives into the surprising growth at both ends of the credit spectrum. They discuss rising delinquencies in auto and mortgage, the evolving role of FinTechs in super prime lending, and how refined risk strategies are reshaping subprime performance. The episode also touches on the regulatory landscape and why consumer optimism may be on the rise — despite economic headwinds. Whether you're a lender navigating uncertainty or a strategist looking for signals in the noise, this episode offers grounded, data-driven perspective on what's next. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

This episode of Banking on Community takes you from rodeo arenas to regulatory shake-ups. Our hosts kick things off with summer stories (yes, even mutton busting) before diving into the industry's biggest headlines: the retraction of the 1033 rule, the GENIUS Act's stablecoin framework, and a record-setting surge in M&A activity. Plus, we shine a spotlight on innovative community banks like Her Bank and Liberty Bank and share exciting updates from CSI's leadership team.Whether you're here for the laughs, the insights, or both — saddle up, it's a wild ride.Thanks for listening! Feel free to submit questions on X or LinkedIn using #BankingonCommunityPod and give us a follow! LinkedIn X Facebook YouTube

Community financial institutions are at a crossroads—they must deliver cutting-edge card payment experiences that rival fintech disruptors and mega-banks, all while preserving their community-focused mission and working within tighter resource constraints. Guest: Joe Schmithorst, VP of Product and Client Solutions at Primax Joe brings decades of experience helping community banks transform their payment capabilities. In this episode, he reveals how smaller institutions can leverage modern architectures, embedded payment solutions, and customer-centric design not only to compete but also to outmaneuver larger competitors. Key Topics: - Building scalable card payment platforms on realistic budgets - Emerging technologies: real-time payments and digital wallet integration - Turning community banks' personalized service advantage into a competitive weapon - Practical implementation strategies that deliver results Discover how community banks can transform their biggest challenge into their greatest opportunity.

Todd Phillips, assistant professor at Georgia State University's Robinson College of Business, discusses the latest attempt to merge bank regulatory agencies and what that means for efforts in this area. He also discusses reported discussions by Walmart and Amazon to start stablecoins, and the potential impact on banks.

DJ Cox joins this month, flipping the script on Craig and Josh with the most-asked questions he's hearing within the credit and lending space. As they reflect on 2025 so far, Josh highlights signs of recovery in card originations and improving delinquency trends. And Craig adds a macro perspective, describing consumers as “cautiously stable” amid mixed economic signals. Looking ahead, the conversation turns to key risks and opportunities — from tariff uncertainty and returning student loan payments to lenders shifting toward more selective growth strategies. They also examine trends in credit lines and balances, pointing to stable utilization and signs of disciplined behavior among consumers. The episode wraps with an assessment of the shrinking private label card market and why it still matters, even against rising competition like buy now, pay later services. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Between evolving customer expectations and pressure from other financial providers, community banks have struggled to maintain relevance in recent years.In today's episode of the Bank Customer Experience Podcast, Bradley Cooper, editor of ATM Marketplace, spoke with Jean-Pierre Lacroix, president of Shikatanai Lacroix Design and Marbue Brown, founder of the Customer Obsession Advantage and a former banker about how community banking is changingWhen looking at challenges community banks face, Lacroix spoke about increased competition"There's a lot more competition today with fintechs and consolidation," he shared in the podcast.Brown agreed, stating many national banks are encroaching on community banks territory through a variety of activities even sponsoring local events."The natural advantage community banks have is being erased," Brown said.The statement points to the power of community banking in general. Lacroix said one of the primary drivers of growth in banks is being able to provide relevant advice and have a strong local presence, whereas simply providing good products reduces loss.Brown and Lacroix also discussed a number of topics related to community banking including:How are big banks coming into community banking spaces?How can employees train using AI?How can financial advice be credible?What role does community involvement play?What does Gen Z want from a branch?What role should the teller take?Listen to the conversation in full above.

In this episode of Ahead of the Curve, we discuss the ripple effects of global trade, regulatory shifts, and advancing fraud threats with Duncan Taylor, SVP and Chief Operating Officer of the Washington Bankers Association.Tune in as we explore:How tariffs and international trade tensions are impacting regional and agricultural banksWhat community banks should know about regulatory rollbacks and CFPB scrutinyThe growing risks in fraud and why human nature, not just error, must be addressedHow to prioritize responsible AI, compliance, and customer trust in tech investmentsAbout the guest:Duncan Taylor serves as SVP and COO of the Washington Bankers Association and President of both CareerWork$ and WBA Professional Services, Inc. A seasoned association management leader and not-for-profit consultant, Duncan brings a unique blend of operational expertise and policy insight. With deep roots in the industry, Taylor is passionate about financial education, responsible innovation, and building resilient communities through banking. He's also a graduate of the Pacific Coast Banking School and a self-professed bank data nerd who loves breaking down complex topics into approachable, actionable strategies. You can hear him talk trivia and show off his history knowledge on the Last Call Trivia Podcast.Helpful links:Podcast: Integrity Solutions: Shaping Future Bankers with Duncan TaylorWebpage: AI solutions and resources for bankersBlog: AI and generative AI use cases in banking: 6 real-world examples

In this special episode, recorded live from TransUnion's annual Financial Services Summit in Chicago, hosts Craig and Josh are joined by Paul Gruenwald, Chief Global Economist at S&P Global Ratings. The conversation kicks off with an in-depth exploration of the economic impacts of tariffs, financial implications of tightening federal spending, and why tracking the labor market is key to predicting a recession. Paul then shares his take on the future of the US labor market, including the potential for increased domestic manufacturing, and discusses implications of AI. Shifting gears to global trade, they consider the connections between savings, investments and net exports, and assess the US dollar's status as the global reserve currency. Finally, they examine significant investments in renewable energy projects and macroeconomic impacts of moving away from a fossil fuel-based economy. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Brendan Pedersen, author of Punchbowl News' The Vault, talks about why key Democrats withdrew support for a bill to regulate stablecoins, how House Financial Services Committee GOP are targeting CFPB, and why an effort to overturn the medical debt rule appears to have failed for now.

Relationship Building with “The Bow Tie Banker,” Michael Miller, Embassy National Bank (North Fulton Business Radio, Episode 857) Host John Ray interviews Michael Miller, also known as “The Bow Tie Banker,” from Embassy National Bank, in this episode of North Fulton Business Radio. Michael shares his journey into banking, driven by a desire to help […] The post Relationship Building with “The Bow Tie Banker,” Michael Miller, Embassy National Bank appeared first on Business RadioX ®.

Relationship Building with “The Bow Tie Banker,” Michael Miller, Embassy National Bank (North Fulton Business Radio, Episode 857) Host John Ray interviews Michael Miller, also known as “The Bow Tie Banker,” from Embassy National Bank, in this episode of North Fulton Business Radio. Michael shares his journey into banking, driven by a desire to help […]

Data is not just a byproduct of operations—it is the foundation for strategic decision-making and risk management. Vantage Bank, a leading community bank out of San Antonio, Texas committed to innovation and operational excellence, has embraced this reality by modernizing its risk management program through data and technology.  In this episode of The Risk Intel Podcast, Ed Vincent, CEO of SRA Watchtower and host of the show, sat down with Joel Castaneda, EVP & CRO, and Shawn Main, EVP & Chief Business Architect at Vantage Bank, to discuss their transformation journey and a need for a modernized risk program. Follow us to stay in the know!

TransUnion Sales VP Brad Deja is in the studio this month to talk shop! Josh starts by highlighting signs of a stabilizing market, including a slower decline in loan originations and the return of prime and below prime card issuance to pre-pandemic levels. Brad inquires about market expectations for Q1, noting a number of consumers are still struggling with inflation. Craig explains why he believes consumer credit health is evening out despite these challenges. When asked about the continued decline in originations, Josh attributes this to issuers' caution — while also pointing out positive demand signs in higher credit tiers. The conversation then shifts to current trends in card balances and utilization; Brad wonders whether delinquencies have peaked yet; and finally, Craig notes the most pertinent fraud challenges facing lenders today. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

In this episode of the Risk Intel podcast, Joseph Berry, Co-head of Investment Banking at KBW, joined host Ed Vincent to share his insights into the evolving landscape of banking and FinTech and what will drive innovation in 2025. Joe discussed critical topics ranging from data analytics and customer profitability to the role of mergers and acquisitions (M&A) in driving innovation. Listen to the full episode to learn more. Follow us to stay in the know!

You want presents? You bet your ask we've got presents, thanks to the presence of The Five Wise Finance Stars, who in our book outclass any number of elves you can cram around the dining room table. Join us as we tick off our gift list for the industry, banking's bad holiday reruns and what the happy new year ahead looks like in professional and personal ways. Plus, all hail Johnny Da Big as he returns — by invitation, if you can believe it — to sing a shattering rendition of “Do You Hear What I Hear?” The guests who keep on giving: Stephen Curry, CEO, Endurance Advisory Partners Scott Earwood,  Head of Community Banking, White Clay Shelly Nischbach, SVP, Verification Services, Equifax Workforce Solutions Preetha Pulusani, CEO, Deep Target Cindy Snow, VP of Customer Success, Core10

Jason Laky, Executive Vice President of Financial Services at TransUnion, returns for the first time since June 2022! Things kick off with a review of past predictions, including a recession forecast and an assessment of the current consumer credit market. Jason is optimistic about stable interest rates and potential regulatory improvements benefiting financial services. Josh and Jason discuss 2024 lender impacts across mortgage, auto, credit card and FinTech sectors, with a look at the state of consumer financial health. Jason considers whether consumers will adapt to current interest rates to enter the housing market. Craig and Jason address fraud sophistication and the need for financial institutions to implement better fraud mitigation strategies. They also explore potential disruptions in consumer lending, with Jason predicting generative AI will enhance financial services through improved personalization and efficiency. Finally, Craig inquires about student loan payments resuming, and the future of mergers and acquisitions in a challenging cost environment. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Today we shine the spotlight on Katie Wahlquist and her bank, Star Bank, in Minnesota.  We discuss Katie's family roots in banking and their plans to remain competitive and customer-centric in the coming years. GET OUR NEW EBOOK: TOP 12 WINNING STRATEGIES FOR COMMUNITY BANKS IN 2025 The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees SouthState Bank, N.A. - Member FDIC

TransUnion Sales VP Danielle Parry-Hill joins the podcast this month to discuss the state of the card market and growing concerns around fraud. Danielle and Josh kick things off by noting while originations are down, charge-offs, delinquencies and card utilization are rising. Danielle raises a key question from CFIs: Have delinquencies peaked? Craig advises issuers to adjust their risk strategies accordingly. Danielle points out CFIs are now facing significant fraud challenges, including bots testing identities. Josh highlights the surge in early default losses on credit cards and growing difficulty in managing fraud due to synthetic identities and first-party fraud. Craig shifts the focus to bankruptcy, noting while rates are low, increased debt settlements might be hiding underlying risks — and lastly, explains why private label cards have become riskier than bankcards. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Ebro in the Morning is helping bring the education to the FOTS! They sit down with Nichol King, who is nicknamed "Harlem's Banker" is an Executive Director of Community Banking at JPMorganChase where she helps teach financial & wealth education to the black community. She breaks down her advice on helping entrepreneurs get the advice they need to ensure a successful business by understanding how to make the money work for you. She also speaks on some of the biggest points in buying a home, and the Real Estate Market in New York City. See omnystudio.com/listener for privacy information.