Podcasts about Financial technology

What does it really take to grow a business lending CUSO in 2026? Mark Ritter and Jeff Lyons pull back the curtain on eight years of organizational evolution, honest reflections on artificial intelligence, and where credit union technology is finally delivering results. From Microsoft Copilot upgrades that went from frustrating to impressive, to AI-assisted hiring wins, to the unfiltered reality of conference networking, this conversation is refreshingly direct. If you work in fintech or credit unions and want a perspective grounded in real experience rather than buzzwords, this episode is for you.What You Will Learn in This Episode: ✅ How credit union technology like Microsoft Copilot and ChatGPT has evolved from clunky early tools into genuinely useful platforms for business efficiency inside a growing CUSO.✅ Why a thoughtful approach to AI adoption paid off for MBFS, including a real example of how updated job descriptions powered by AI led directly to a successful hire.✅ How portfolio management practices and internal team development have transformed credit union growth at MBFS over eight years of organizational change.✅ What conference networking looks like today compared to 20 years ago, and why showing up at trade shows is now more about relationships than closing deals on the floor.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 Jeff Lyons reflects on eight years of credit union growth and his evolving COO role05:14 History of artificial intelligence, from Clippy to ChatGPT and credit union technology09:44 Honest take on Microsoft Copilot, AI adoption struggles, and real business efficiency gains14:21 How AI adoption improved hiring via smarter job descriptions and operational efficiency16:16 The changing reality of conference networking, trade show etiquette, breakfast buffets, and industry trends observations21:52 Wrapping up favorite conferences and final thoughts on AI adoption in credit union growthKEY TAKEAWAYS:

From the North Capital Meridian Diplomacy Forum in Washington, DC, Susana Sáenz and Emilio Cadena speak with Penny Lee, CEO of the Financial Technology Association, about how Mexico has become a strategic market for frictionless fintech operations. While the United States continues to operate under a highly fragmented system—with more than 4,300 banks compared to 50 in Mexico, and dozens of state and federal regulators requiring institutions to navigate hundreds of licenses—Mexico is advancing more rapidly in digital adoption, especially in payments, digital assets, and stablecoins. They also discuss the importance of remittances and the barriers that could push users toward informal financial systems. - Desde el North Capital Meridian Diplomacy Forum en DC, Susana Sáenz y Emilio Cadena platican con Penny Lee, CEO de la Financial Technology Association de Washington, sobre cómo México se ha convertido en un mercado estratégico para que las fintech operen sin fricción. Mientras EUA sigue operando con un sistema altamente fragmentado, con más de 4,300 bancos vs 50 en México y decenas de reguladores estatales y federales que obligan a estas instituciones a navegar cientos de licencias— México está avanzando más rápido en adopción digital, especialmente en pagos, activos digitales y stablecoins. También hablaron de la relevancia de las remesas y las barreras que podrían llevar a sistemas informales.

Fidelity National Information Services (FIS) reported a 10% increase in first-quarter adjusted earnings to $705 million, with revenue rising 30% to $3.3 billion. The company's growth is driven by technological innovations, including a partnership with AI company Anthropic to develop technologies for detecting financial crimes. Despite exceeding earnings expectations, FIS's stock declined due to a mixed second-quarter outlook. Analysts maintain an optimistic view, rating the stock as 'overweight' and recognizing FIS's strategic direction and financial targets.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Key  topics Bitcoin rewards and their impact on consumer savings The evolution of financial services with crypto The role of Bitcoin in global financial inclusion   Chapters 00:00 The Philosophy of Technology and Consumer Empowerment 02:00 Inefficiencies in the Financial System 05:36 Financial Literacy and Consumer Behavior 07:57 Regulatory Frameworks: Traditional vs. Crypto 12:39 The Impact of Bitcoin on Banking 16:07 The Future of Rewards Programs 18:44 Consumer Behavior in a K-Shaped Economy 22:44 Elevating the Bottom of the Hourglass 27:25 Reflections on the Evolution of Fold 29:35 Lightning Round: Quick Insights

​​​Payment methods are being rebuilt in real-time with digital assets. Jeff Solomon, Special Advisor and Vice Chair, TD Bank U.S., Elizabeth St-Onge, Head of Digital Assets Product and Strategy, TD Securities and Davies Beller, Managing Director, Head, Digital Assets, Co-Head, Payments and Financial Technology, TD Securities explore how cryptocurrencies, stablecoins and tokenized deposits are reshaping cash liquidity and moving funds globally.     ​We discuss the value for consumer, corporate and commercial clients, and how TD Securities is strengthening its position in this rapidly evolving space.   This podcast was recorded on ​April 8, 2026​.  For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailWhat if learning about money felt more like running a lemonade stand than sitting in a classroom?Can a video game improve financial literacy for kids? In this episode, Mac Gardner joins me to explore how Berryville teaches money, entrepreneurship, and real-world financial habits through hands-on experience.Key Takeaways

In this episode of The Consumer Finance Podcast, Chris Willis is joined by Mark Furletti, James Stevens, and Taylor Gess to unpack the surge in bank charter applications from fintechs, crypto firms, and even traditional community banking entrepreneurs. The panel explores the appeal of national trust banks and industrial banks, as well as access to Fed payment rails and stablecoin issuance. They walk through the impacts of charter type, location, interest rate "exportation," and preemption of state usury laws, including the nuanced role of branch-state activities. The conversation also offers a look at life inside the regulatory perimeter — exams, board oversight, and evolving supervisory focus — so nonbanks can realistically assess both the benefits and challenges of pursuing a bank charter in today's regulatory environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Summary: In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California. Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI. We cover: What makes Orion Ascent unique and the beauty of real-time collaboration The major inflection point advisor technology is facing today  Centering human connection in building an AI strategy  How advisors can use AI to create deeper, more powerful client relationships  Reed's personal passions and love of the outdoors …and much more! Don't miss this conversation on how technology and human connection are coming together to shape the future of advice. Topics: (0:27) Welcome to this special episode of PRess Play, live from Orion Ascent (0:42) Sunny San Diego (1:32) Reed’s 20+ year career in wealth technology (1:57) Building Black Diamond (2:27) Summit’s growth and eventual merger with Orion (3:12) An almost baseball player turned wealthtech innovator (3:57) What makes Orion Ascent unique as an event? (4:02) The opportunity to collaborate in real time (4:47) How Orion is building real community (5:27) Understanding what drives value for financial advisors (5:52) Listening to clients in order to empower them (6:22) A major inflection point in the technology revolution and future of financial advice (6:32) “A little thing called AI” (6:47) How advisors can use AI to create deeper and more powerful relationships with clients (7:27) Focus on the human connection and lean into that as a strategy (7:57) “If you’re not already using AI, start using it” (8:15) Orion’s enterprise level Denali AI (8:35) AI is a very supportive companion, sometimes too supportive (9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform (10:12) Creating the right structure and compliance around data (10:47) Human-first, AI-powered (10:59) Time for our play segment! (11:07) What Reed would be doing right now if he wasn’t at Orion (11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors (12:46) Moment of gratitude (13:47) There’s three versions of every scenario, your version, someone else’s version and the real version   Connect with StreetCred PR:   Contact Us: https://streetcredpr.com/contact/  StreetCred PR Website: https://streetcredpr.com/  Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/  Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/  StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/  Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR    Connect with Reed Colley:   Orion: https://orion.com/  Reed Colley on LinkedIn: https://www.linkedin.com/in/reedcolley/    About our Guest:  Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion's acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent

What does career security really look like in FinTech today?In this episode of FinTech's DEI Discussions, Nadia is joined by Ronel David, Non-Executive Director, Advisory Board Member and FinTech mentor, to challenge the traditional idea of careers in financial services.From building a portfolio career to redefining success beyond job titles, Ronel shares powerful insights on career resilience, the importance of networks, and why your skills, relationships and reputation matter more than ever in today's market.The conversation also explores inclusion in financial technology, highlighting how access, mentorship and value exchange can shape more diverse and future-ready organisations.If you're navigating change, thinking about your next move, or hiring in FinTech, this episode offers a fresh perspective on what it really takes to build a career that lasts.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

In this episode of FinTech's DEI Discussions, Nadia Edwards-Dashti is joined by Fiona Facey, Technology Business Manager at Scotiabank, for a conversation about leadership, career development, and the evolving culture of financial technology.Fiona shares insights from her journey in technology and financial services, reflecting on how leadership in fintech is changing and why diverse perspectives are critical to building stronger teams. From navigating career growth to creating environments where different voices are heard, this episode explores what inclusive leadership really looks like in practice.A thoughtful discussion on the future of leadership in financial technology and the role individuals and organisations play in shaping more inclusive workplaces.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

05 Mar 2026. Drone damage to AWS facilities triggered outages for some online platforms, including Sarwa. Group CEO Mark Chawan explains what happened and how they restored services. Plus, Maurice Gravier from Emirates NBD’s CIO office on what wealth advisers are telling private clients right now. Plus, UAE business owner on leading teams through uncertainty, and Sean Evers of Gulf Intelligence on volatile oil and energy markets.See omnystudio.com/listener for privacy information.

Money habits start forming long before most families ever talk about them. The result? Teens and adults who only know how to spend or save and miss everything else money can do. That's one reason Mac Gardner, founder of FinLit Tech, created interactive tools to teach families financial literacy. In this episode, we discuss his book The Four Money Bears, why so many parents avoid money conversations, and how early exposure shapes lifelong habits and generational wealth. Plus, find out how advisors can help close the gap, reach more families and bring more diversity into the industry. Topics discussed: Introduction (00:00) The entrepreneurial journey and founding FinLit Tech (01:35) Why financial literacy is so important for kids and families (03:49) How financial education is lacking in schools (05:38) Financial education tips and tools for young children (08:24) The three Rs of learning money and the four money functions (10:42) Building generational wealth through education and habits (12:31) Mac's book, The Four Money Bears (15:54) How gamified learning makes money more tangible (18:38) Working with E-Money to create a CFP board CE course (20:47) Diversity in the financial planning industry (23:00) What brought you JOY today? (27:40) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Mac Gardner: LinkedIn: https://www.linkedin.com/in/macgardner/ Website: https://www.thefourmoneybears.com// About Our Guest: Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, "Motivate Your Money!". The book serves as a tool to share his extensive experiences in the field of Personal Financial Planning. His second book, "The Four Money Bears" teaches children about the four basic functions of money.  It is a fun and entertaining way for parents to start the conversation about money with their young children. Mac serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology". FinLit Tech develops Financial Education tools to start the personal finance education journey from as early as elementary school. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

In this engaging episode, Mark Walker, Editorial Director at the FinTech Times, sits down with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management, at Abu Dhabi Finance Week. They explore the UAE's emerging role as a leader in the digital asset space, highlighting its regulatory clarity and technological advancements. Matthew shares Bitwise's journey from launching the world's first crypto index fund to becoming a major player in the ETF and ETP markets. The conversation delves into the challenges of gaining regulatory approval and educating institutional investors about crypto. They also discuss the transformative potential of AI in finance, emphasizing the inevitability of crypto's integration into mainstream financial systems. The episode concludes with reflections on the vibrant atmosphere of Abu Dhabi Finance Week and the promising future of digital finance.Timestamps:[00:00] Introduction to the FinTech Times News and Views podcast[02:15] Matthew Hougan on the UAE's leadership in digital assets[05:30] Bitwise's journey and the creation of the first crypto index fund[10:45] Challenges in gaining regulatory approval[15:00] The role of AI in the future of finance[20:00] Reflections on Abu Dhabi Finance Week The Fintech Times News &Views Podcast delivers strategic insight into the trends redefining global financial services, with commentary from industry leaders and innovators. Discover more coverage, interviews, research, and partnership opportunities at thefintechtimes.com and follow The Fintech Times across all major social platforms.

Stewart Alsop interviews Tomas Yu, CEO and founder of Turn-On Financial Technologies, on this episode of the Crazy Wisdom Podcast. They explore how Yu's company is revolutionizing the closed-loop payment ecosystem by creating a universal float system that allows gift card credits to be used across multiple merchants rather than being locked to a single business like Starbucks. The conversation covers the complexities of fintech regulation, the differences between open and closed loop payment systems, and Yu's unique background that combines Korean martial arts discipline with Mexican polo culture. They also dive into Yu's passion for polo, discussing the intimate relationship between rider and horse, the sport's elitist tendencies in different regions, and his efforts to build polo communities from El Paso to New Mexico. Find Tomas on LinkedIn under Tommy (TJ) Alvarez.Timestamps00:00 Introduction to TurnOn Technologies02:45 Understanding Float and Its Implications05:45 Decentralized Gift Card System08:39 Navigating the FinTech Landscape11:19 The Role of Merchants and Consumers14:15 Challenges in the Gift Card Market17:26 The Future of Payment Systems23:12 Understanding Payment Systems: Stripe and POS26:47 Regulatory Landscape: KYC and AML in Payments27:55 The Impact of Economic Conditions on Financial Systems36:39 Transitioning from Industrial to Information Age Finance38:18 Curiosity and Resourcefulness in the Information Age45:09 Social Media and the Dynamics of Attention46:26 From Restaurant to Polo: A Journey of Mentorship49:50 The Thrill of Polo: Learning and Obsession54:53 Building a Team: Breaking Elitism in Polo01:00:29 The Unique Bond: Understanding the Horse-Rider Relationship01:05:21 Polo Horses: Choosing the Right Breed for the GameKey Insights1. Turn-On Technologies is revolutionizing payment systems through behavioral finance by creating a decentralized "float" system. Unlike traditional gift cards that lock customers into single merchants like Starbucks, Turn-On allows universal credit that works across their entire merchant ecosystem. This addresses the massive gift card market where companies like Starbucks hold billions in customer funds that can only be used at their locations.2. The financial industry operates on an exclusionary "closed loop" versus "open loop" system that creates significant friction and fees. Closed loop systems keep money within specific ecosystems without conversion to cash, while open loop systems allow cash withdrawal but trigger heavy regulation. Every transaction through traditional payment processors like Stripe can cost merchants 3-8% in fees, representing a massive burden on businesses.3. Point-of-sale systems function as the financial bloodstream and credit scoring mechanism for businesses. These systems track all card transactions and serve as the primary data source for merchant lending decisions. The gap between POS records and bank deposits reveals cash transactions that businesses may not be reporting, making POS data crucial for assessing business creditworthiness and loan risk.4. Traditional FinTech professionals often miss obvious opportunities due to ego and institutional thinking. Yu encountered resistance from established FinTech experts who initially dismissed his gift card-focused approach, despite the trillion-dollar market size. The financial industry's complexity is sometimes artificially maintained to exclude outsiders rather than serve genuine regulatory purposes.5. The information age is creating a fundamental divide between curious, resourceful individuals and those stuck in credentialist systems. With AI and LLMs amplifying human capability, people who ask the right questions and maintain curiosity will become exponentially more effective. Meanwhile, those relying on traditional credentials without underlying curiosity will fall further behind, creating unprecedented economic and social divergence.6. Polo serves as a powerful business metaphor and relationship-building tool that mirrors modern entrepreneurial challenges. Like mixed martial arts evolved from testing individual disciplines, business success now requires being competent across multiple areas rather than excelling in just one specialty. The sport also creates unique networking opportunities and teaches valuable lessons about partnership between human and animal.7. International financial systems reveal how governments use complexity and capital controls to maintain power over citizens. Yu's observations about Argentina's financial restrictions and the prevalence of cash economies in Latin America illustrate how regulatory complexity often serves political rather than protective purposes, creating opportunities for alternative financial systems that provide genuine value to users.

Ryan Christiansen has had one of the more unusual career trajectories in fintech, from managing credit portfolios during the 2008 financial crisis to leading bank integrations at Finicity during the early days of open banking, helping launch the Financial Data Exchange, and then making an unexpected leap into academia as Executive Director of the Fintech Center at the University of Utah.In this conversation, Ryan explains why the Center takes a unique multidisciplinary approach spanning business, engineering, and law schools, and shares details about their new master's degree program launching this fall. We also dig into why Utah has quietly become one of the country's most important fintech hubs, with over $1 billion in fintech wages and $7 billion in economic impact. We also discuss the upcoming Fintech Xchange conference on February 4-6 in Salt Lake City, which has become a must-attend gathering for fintech and banking executives looking for substantive content and genuine networking opportunities.In this podcast you will learn:Ryan's background building Finicity's open banking platform.How and why he went from the corporate world to academia.The mission of the Fintech Center at the University of Utah.The programs the university offers in fintech for its students.Details of their Masters in Financial Technology program launching in the fall.Why the fintech scene in Utah is so robust.Why they decided to create their own event called Fintech Xchange.What makes Fintech Xchange different.What attendees can expect at Fintech Xchange this year.What is most exciting about the work he is doing at the Fintech Center.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

What does it take for an entrepreneur to recognize—and embrace—a groundbreaking technological innovation, especially when skepticism is the initial reaction? In this episode of The Angel Next Door Podcast, host Marcia Dawood explores this very question with special guest Anthony Scaramucci, diving deep into the evolution of trust, disruption, and adoption in the world of digital assets.Anthony Scaramucci, a renowned financier and author, candidly shares his decade-long journey from Bitcoin skeptic to blockchain advocate. Known for his roles in finance and politics, he details his transformation, inspired by his persistent curiosity and the pivotal influence of friends such as Michael Saylor. As the founder of Skybridge Capital and the author of The Little Book of Bitcoin and his latest book, Solana Rising, Anthony Scaramucci offers a unique perspective on making complex ideas accessible to mainstream investors.This episode covers the fundamentals of Bitcoin and blockchain, why cryptocurrency may be the “perfect money,” and how legacy institutions are slowly but surely embracing this technology—even as old systems resist change. Listeners will gain insight into the mechanics behind crypto, its potential to revolutionize everyday transactions, and the challenges that remain. If you're wondering how digital currency fits into the future of entrepreneurship or curious about how big banks and regulators are shifting their stance, this conversation is an absolute must-listen. To get the latest from Anthony Scaramucci, you can follow him below!https://www.linkedin.com/in/anscaramucci/https://www.instagram.com/scaramucci/?hl=enThe Little Book of Bitcoin: What You Need to Know that Wall Street Has Already Figured OutSolana Rising: Investing in the Fast Lane of Cryptohttps://www.skybridge.com/ https://www.salt.org/  Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

When I first started working in the schools in the early 2000s, there was a push for integrating technology into classrooms and therapy sessionsIt was even a box that got checked on my employee evaluation.Now there's a defined space referred to as “EdTech”. It took me a while to realize that this was a thing, and I didn't even realize I was a part of it until someone referred to me as the “EdTech person” during a job interview (they were “FinTech” people, short for “Financial Technology”).In the work I do now creating a caseload management system, I often think about how important it is to define who the intended user of technology is. In product development, we refer to this as the “end user”.Sometimes the end user is an administrator pulling analytics or managing the budget. Sometimes it's a teacher or clinician collecting data, managing a schedule, tracking referrals, or trying to reduce the administrative burden of their jobs so they can focus on human connection instead of paperwork.Sometimes it's a professional providing virtual therapy to students to increase access to services. And sometimes, the end user is the student.  When we think about how technology is helping or hurting education, we have to look at each of these verticals separately. A common answer I get when I talked to district leaders about technology is this:“We know technology has caused problems and is often poorly utilized. But what we were doing before wasn't working either.” We had service deserts where therapy wasn't accessible. There were clinicians spending hours on paperwork or data collection. We had administrators without the data they needed to evaluate what's working or manage fiscal resources.That's why I wanted to have a conversation about how technology is being used, and what is and isn't working. I invited Maura Connor from BetterSpeech on to this episode to start the conversation. This episode is the first half of our interview. Maura Connor is an accomplished executive leader with deep expertise at the intersection of education and healthcare technology. She currently serves as Chief Operating Officer of Better Speech, where she is leading the launch of Streamline, an AI-powered special education management platform that helps districts reduce administrative complexity for providers and teachers, ensure compliance visibility, and strengthen support for students and families. With a career spanning executive roles in ed tech, health tech, and clinical operations, Maura has built a reputation for scaling organizations, driving innovation, and leading high-performing teams through periods of transformation. Her work focuses on uniting vision, strategy, and execution to deliver measurable outcomes for schools, clinicians, and the communities they serve. Maura is passionate about advancing solutions that enable educators and clinicians to spend more time on direct impact—helping children grow, thrive, and reach their potential—while ensuring that systems of care are more efficient, compliant, and sustainable.You can connect with Maura on LinkedIn here: https://www.linkedin.com/in/maura-connor-2508929/Learn more about BetterSpeech's telehealth platform and services here: https://www.betterspeech.com/Learn more about Streamline by BetterSpeech here: https://www.streamline-sped.com/why-streamlineStreamline is an AI solution that automates evaluation, service tracking, and compliance workflows, freeing up time for clinical judgement and engagement. In this episode, I mentioned Language Therapy Advance Foundations, my program that gives speech pathologists a framework for building language skills needed to thrive in school, social situations, and daily life. You can learn more about the program here: https://drkarenspeech.com/languagetherapy

As 2025 comes to a close, economic uncertainty and volatility remain top of mind for lenders and consumers alike. In this episode, Jason Laky, EVP of Financial Services at TransUnion®, joins Josh and Craig to unpack the year's biggest credit trends — from resilient consumer demand to challenges in mortgage and auto — and what they signal for 2026. Jason also explores how lenders are leveraging alternative data and AI to manage risk and drive inclusion in a rapidly evolving market. 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 Disruption/Interruption, host KJ sits down with Chris Dolezalek, Executive Vice President of R&D at Hum Capital. Chris shares his journey from Silicon Valley’s most highly funded startup to leading innovation in venture capital. He discusses the flaws in traditional VC, the power of resilience, and how technology and human insight are reshaping funding for diverse founders. Listeners will hear hard-won lessons from the edge of chaos, stories of near-failure and rebirth, and practical advice for founders seeking capital in uncertain times. Four Key Takeaways: Resilience is Essential [29:46]Chris emphasizes the importance of getting up after setbacks, sharing the Japanese saying, “Get knocked down seven times, get up eight,” and how resilience is a key trait for founders. Venture Capital Needs Disruption [8:15]Traditional VC relies on personal networks and outdated data, often excluding minority and female founders. Hum Capital is using real-time financial data and AI to democratize access to funding. Human Insight Complements AI [19:35]While AI can flag promising companies, Chris explains the need for human judgment—what he calls “AI whispering”—to make the best investment decisions. Learned Resilience and Growth [36:05]Chris introduces the concept of “learned resilience”—not just bouncing back, but learning from setbacks to come back stronger and smarter. Quote of the Show (32:52):“The truth about software is the Milli Vanilli effect. You don’t have to be able to sing. You just have to look good.” – Chris Dolezalek Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Dolezalek: LinkedIn: http://www.linkedin.com/in/chrisdolezalek Company Website: https://humcapital.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

For episode 653 of the BlockHash Podcast, host Brandon Zemp is joined by Erik Balsbaugh, Executive Director of Open Frontier and Board Member Austin Campbell.Open Frontier is on a mission to promote responsible financial innovation while ensuring strong regulatory guardrails, countering Wall Street and big tech, and stopping bad actors. Finance is evolving, and progressive voices need a seat at the table.

In this episode of the What the FinTech? podcast recorded live at Money20/20 USA in Las Vegas, FinTech Futures' US correspondent Heather Sugg is joined by Laura Gibson-Lamothe, executive director of the Georgia Fintech Academy, to explore how the organisation is opening up connections between students and the financial technology sector. The discussion touches on Laura's distinguished career path and examines how fintech companies collaborate with the academy, while also highlighting a recent hackathon that attracted over 300 students who tackled challenges involving artificial intelligence, stablecoins, and financial inclusion. Listen in to hear Laura's advice for other fintech academies considering their launch, along with her insights on the future of fintech talent development.

Block Q3 2025 Post-Mortem: Acceleration With An AI EnginePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating across Cash App and Square, how Borrow economics compound inside the ecosystem, and why Goose AI is the quiet operating layer powering efficiency and product velocity.DisclaimerAvory is an investor in Block.Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors, or our services. While we monitor comments and “likes,” we do not endorse or necessarily share the opinions expressed by site users. Any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please limit posts to industry-related educational information and comments.Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess, our Head of Compliance and Operations, for any further details.

My Interview with Sergej Kunz, Co-Founder of 1inch.  - DeFi trading volumes soar amid Bitcoin's all-time highs  - How 1inch is bridging the gap between CeFi and DeFi through aggregation and APIs  - The Coinbase–1inch partnership and what it means for Web3 adoption  - Hyperliquid's rapid rise — and what it reveals about DeFi simplicity  - Decentralization, security, and the evolving role of KYC in trading  - U.S. regulatory shifts that are shaping the next phase of DeFi growth  - Why institutional players are increasingly entering the decentralized space Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/3LtUO7P      

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Nate Cater, who discusses his innovative platform that serves as an escrow alternative for private money lenders. Nate shares his journey in the finance and lending industry, the challenges he faced in creating his business, and the importance of educating clients about the future of lending, especially in light of emerging technologies like blockchain. He emphasizes the need for transparency and adaptability in the lending space, as well as the significance of building strong relationships with clients. The conversation concludes with insights on user experience and how potential clients can easily onboard to the platform.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this crossover episode of The Consumer Finance Podcast and Regulatory Oversight, Chris Willis is joined by Joseph DeFazio, Bill Foley, and Michael Yaghi to discuss the implications of New York's FAIR Act, a significant amendment to the state's UDAAP statute. The FAIR Act aims to broaden consumer protection by lowering the threshold for legal action against unfair and abusive business practices. With expanded enforcement powers for the state, this legislation could dramatically increase litigation risks for financial services companies operating in New York if the governor signs the bill. Tune in to understand how this legislative shift might affect the industry and what steps businesses can take to prepare. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The professional finance community has embraced technological advancements at an aggressive rate. After all, they are working to earn your business and perform for their clients. Here to share how the team at Waggoner Global Advisors leans into Fintech projects are Portfolio Manager Shanzer Khan, and Software Engineers Wyat Soule & Chad Hildwein

This episode explores the widening treasury skills gap and how organizations can address it. Paul Galloway outlines the pressures of technology adoption, market complexity, and strategic demands, and what treasury professionals and hiring managers can do to keep up. From targeted hiring to “Semper Gumby” adaptability, learn how to build a future-ready team.  

In this episode of Disruption/Interruption, host KJ sits down with Dhruv Vig, founder and CEO of Langer Holdings, to discuss how AI is revolutionizing health tech investing. Dhruv shares how legacy investment models are failing to capture the true potential of health tech, the pitfalls of misclassification in ETFs, and why active management and expert-driven curation are the future. Discover how curiosity and a drive to challenge the status quo can lead to industry-changing innovation. Key Takeaways: [1:46] - Legacy Indices Are Outdated"The way we invest in health tech is stuck in the past, legacy indices overlook game-changing companies." [10:44] - Misclassification and Underweighting Are Rampant"Companies are being misclassified, and the best performers are often underweighted in broad market funds." [15:02] - Active Management and Expert Curation Are Essential"You can't trust an algorithm to this. You have to have experts... to clean up the public markets and set the industry standard." [3:17] - Curiosity Drives Disruption"Insatiable curiosity... that's what drives me. I can't sit still. You gotta keep learning, gotta keep asking questions." Quote of the Show (27:07):"When you sit down and look at your portfolio, do the work. Really ask what am I investing in and why am I investing in it?” — Dhruv Vig Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Dhruv Vig: LinkedIn: https://www.linkedin.com/in/dhruvkvig/ Company website: https://langarfunds.com/ Company LinkedIn: https://www.linkedin.com/company/langar-holdings/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

With cryptocurrency in political headlines from Congress to the White House, we figured it was time to get some experts on to help us understand it all. Two well-versed and well-spoken experts from Duke University join host Tim Boyum to share their experiences. Jimmie Lenz is the Director of the Master of Engineering in Financial Technology and Master of Engineering in Cybersecurity at Duke University. Lee Reiners is a lecturing fellow at Duke University and Duke Law. They have both testified before Congress on the issues and have their own podcast called Coffee and Crypto with Lee and Jimmie.

In this episode we’ll preview Fintech South, a world-class event scheduled to run from August 19-20 at the Woodruff Arts Center and Atlanta Symphony Hall. Hosted by the Technology Association of Georgia (TAG), Fintech South has emerged as one the largest and most impactful financial technology conferences in the Southeast U.S. and nationally. The organizers are […] The post Exploring FinTech South: A Deep Dive into Atlanta's Thriving Financial Technology Ecosystem appeared first on Business RadioX ®.

In 2009, the FINRA Investor Education Foundation launched the first national study of financial capability of adults in the United States. Since its start, the National Financial Capability Study has provided data on multiple indicators of capability, including financial behaviors, attitudes, and knowledge.National Financial Capability Study survey data is collected every three years. The 2024 survey, which was published in July, represents the sixth wave of data. This report serves as an important barometer of Americans financial health, and it continues to be an essential resource for policymakers, researchers, financial firms, educators, and other stakeholders seeking to better understand and address the financial capability needs of Americans.On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's research director, Gary Mottola, and senior researcher Olivia Valdes discuss the study's findings and implications.Resources mentioned in this episode:National Financial Capability Study (Sixth Wave)National Financial Capability Study: 2024 State-Level InsightsFinancial Knowledge QuizNational Financial Capability Study (Fifth Wave)The machines are coming (with personal finance information). Do we trust them? Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

 In this conversation, Mor Milo discusses his company The Relli, which aims to revolutionize real estate investment by creating a platform akin to a stock market for real estate. He shares insights on the challenges and opportunities in the market, the importance of community building, and strategies for networking. Mor emphasizes the need for authentic connections and the goal of making real estate investment accessible to everyone, regardless of their financial background. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Mason Brunsmann's BIO:  Mason Brunsmann is a CERTIFIED FINANCIAL PLANNER® with Sirius Wealth Management, known for delivering comprehensive financial planning and investment management strategies tailored to the unique needs of business owners and families. His specialties include comprehensive financial planning, investment management, risk management, and income & tax planning. Mason is dedicated to helping clients work toward their financial goals through personalized, strategic guidance. Mason holds both a Bachelor's and Master's degree in Business Administration with a finance emphasis from the University of Missouri–St. Louis. He also earned a graduate certificate in Financial Technology from the same institution, as well as a graduate certificate in Financial Planning through Kaplan College of Financial Education. Mason maintains FINRA Series 7, 9, 10, 63, and 66 licenses, equipping him with a deep understanding of the financial services landscape. With over a decade of experience, Mason is committed to helping clients navigate the complexities of building and protecting wealth across every stage of life.   In this episode, Virginia and Mason  talked about: How Mason uses social media to create visibility Mason's journey to financial planning Mason's unique take on building wealth Mason's financial planning pet peeves The value of networking for improving client retention   Takeaways:  You need to always “Know a guy who” It's better to create a network that is an inch wide and a mile deep, than a mile wide and an inch deep Focus on building trust and the money will follow Don't chase 1,000 connections—nurture the right 10. Reciprocity isn't always instant, but it's always real.   Connect with Mason on his LinkedIn account to learn more about his work and insights into networking effectively: LinkedIn: https://www.linkedin.com/in/mason-brunsmann-cfp-financialadvisor/   Connect with Virginia: https://www.bbrpodcast.com/

In this episode of Limitless, Dr. Matthew Preston & Dr. Thaon Simms go behind the scenes with the JSE team to uncover the REAL story of J Trader Pro!

Financial technology, known as fintech, is everywhere. If you send money by phone or invest with the help of robo-advisors, you're using it. Its proponents say by lowering costs, it can expand the range of financial services providers can offer and the pool of people who can afford them.  But fintech presents risks, including to privacy. Fintech companies aren't subject to the same regulations as traditional financial institutions when it comes to handling personal data. And some worry regulatory safeguards aren't keeping up with fintech advances.  Amid the uncertainty, fintech's role in financial services keeps expanding. How will fintech change the landscape for consumers? Can banks adjust? And will it make a real difference for those long shut out of traditional financial services?  Download the paper Harvard Business School professor Emily Williams presented at the Economic Conference, “Fintech, Financial Inclusion, and the Future of Finance.” Watch the session she spoke at, titled “Innovative Financial Technologies and Financial inclusion.”

In this conversation, Dylan Silver interviews Jessica Dawson, a real estate agent who discusses her journey into real estate and the innovative mortgage strategies she employs to help clients pay off their homes faster. Jessica explains how her financial technology company offers a unique approach to mortgages, allowing clients to pay off their homes in as little as five to seven years while also creating a retirement plan. The discussion includes real-life case studies demonstrating the effectiveness of these strategies and touches on the broader implications for financial education and debt reduction.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

To say it has been a busy year for fintech policy folks would be a gross understatement. With the change in administration to Trump 2.0, we have a 180-degree different perspective on most fintech issues than the previous administration. And there have already been many actions taken by the Trump White House that will have far-reaching implications for fintech.To help us unpack all these issues, I invited back to the show, Penny Lee, the CEO of the Financial Technology Association (FTA) and one of the leading voices in Washington for our industry. In addition to navigating all the complex regulatory changes, the FTA is also putting on their annual CEO Summit this month and, as of this writing, tickets are still available.In this podcast you will learn:The state of play in Washington today and its implications for fintech.Why rescinding the 1033 rule would be such a big deal.How they will be fighting this in court.Why this will be in the court system for a while, whoever wins the initial decision.Where the FTA stands on payments modernization.Penny's thoughts on the remittance tax provision of the Big Beautiful Bill.The BNPL bill that was passed in New York and its impact on the industry.What the FTA is doing with Earned Wage Access initiatives in the states.The state of play for AI regulation in the states as well as the federal level.The prospect for a federal AI bill this year.Details of the annual FTA CEO Summit in Washington happening on June 25.Who is going to be on stage from industry and government.What else FTA members are doing while they are in DC.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Former Congressman Peter Roskam, who leads BakerHostetler's Federal Policy team, provides listeners with a front-row seat to the most important policy and political debates in Congress. In this episode of “The Cloakroom with Peter Roskam,” Peter is joined at the 36th Annual Legislative Seminar in Washington, D.C., by his BakerHostetler colleague former Congressman Heath Shuler and Congressman Bryan Steil, a Republican from Wisconsin. Steil is a trusted ally of Republican leaders, who chose him to chair the House Administration Committee, which oversees federal elections law and House of Representatives operations. First elected in 2018, Steil also serves on the Financial Services Committee, chairing the Subcommittee on Digital Assets, Financial Technology and Artificial Intelligence.Questions & Comments: proskam@bakerlaw.com

Send us a textToday, I'm thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla.If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike.This conversation is especially meaningful to me. As someone navigating a personal health journey, I've come to understand just how vital it is to plan ahead—not just for ourselves, but for the people we love. It's not just paperwork. It's peace of mind. And Vanilla is making that possible.Founded in 2019 by renowned entrepreneur and financial advisor Steve Lockshin, Vanilla was born out of a deep understanding of the wealth management space—and a bold vision to modernize how legacy planning gets done. Backed by leaders like Michael Jordan and Bill McNabb, Vanilla is transforming an industry that has long been overdue for innovation.In today's episode, Gene brings both personal passion and professional fire. We talk about everything—from the heartbreaking family experience that fuels his drive at Vanilla, to his journey through giants like Coca-Cola, Amazon, and Smartsheet. Yes, he's the brains behind Coca-Cola Freestyle—you know, that magical machine that lets you mix over 100 drink combinations? Yeah, that was Gene.But this episode goes deeper. We dive into how Vanilla is transforming the advisor-client relationship through intelligent estate planning tools—using AI, intuitive design, and real human connection. You'll hear about the myth of "estate planning is only for the rich,” why 92% of clients want their advisor's help—but only 23% get it—and what you can do about it.Plus, we explore the power of legacy, leadership, and living with intention.So whether you're a fintech founder, financial advisor, or someone navigating your own life planning journey—this episode is packed with wisdom, innovation, and inspiration.Get ready for an unforgettable conversation with one of the most purpose-driven leaders in fintech—right here, In The Suite.Books Referenced:First, Break All the Rules by Marcus Buckingham and the Gallup OrganizationNow, Discover Your Strengths by Marcus BuckinghamYounger Next Year by Chris Crowley & Henry LodgeToughness Training for Life by James E. LoehrToughness Training for Sport by James E. LoehrWebsites & Tools:Vanilla Download the 2025 State of Estate Planning Report

John Gronen discusses breaking down barriers to digital adoption in finance teams. John is the CFO of Yooz, a provider of cloud-based accounts payable automation solutions. He share insights from the recent 2024 Yooz Survey and explores ways businesses can streamline operations by eliminating inefficient paper-based processes in accounts payable and other financial functions. Listen for three action items you can use today.  Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

In this episode, Craig Jeffery and Paul Galloway from Strategic Treasurer dive into the evolving treasury ecosystem, exploring niche fintechs, emerging technologies, and the growing importance of integration and networks. Discover how treasury ecosystem providers are addressing security, complexity, and operational gaps—and what this means for treasury's future.

Congressman Bryan Steil, Chairman of Financial Services Subcommittee on Digital Assets, Financial Technology, and Artificial Intelligence, joined me to discuss the latest with Crypto market structure and stablecoin legislation.Topics: - Crypto's impact on the US Elections - Crypto market structure and Stablecoin legislation status - Timeline for Crypto legislation in 2025 - Bitcoin Reserve & Digital Asset Stockpile - Government using Blockchain Show Sponsor -

Andrew Spira, founder of Skyecap, discusses small business funding in Australia, the role of technology in shaping the future of finance, and some lessons he's learned as a successful FinTech entrepreneur. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

In This Episode Powered by U.S. Bank and recorded live at Fintech Xchange hosted by the Stena Center for Financial Technology, this episode dives into the most pressing issues shaping financial services today. In our first segment, Jason Henrichs chats with Sima Ghandi, Sr Advisor FS Vector, Co-Founder of Coalition of Financial Ecosystem Standards (CFES) and Phil Goldfeder, CEO American Fintech Council (AFC). AFC, a standards-based organization representing large financial technology (Fintech) companies and innovative banks, promotes a transparent, inclusive, and customer-centric financial system supporting innovation and access to responsible financial products. CFES is a new (2024) industry-led organization with the goal of developing standards that promote safety and soundness for non-banks participating in financial services. They cover: ·  The growing role of bank-fintech partnerships in innovation and growth, and expanding access to financial services.·  The importance of clear risk management and compliance standards in maintaining operational and business viability in the fast-moving world of financial services Then, the conversation shifts to AI and fraud prevention as Jason speaks with John Sun, CEO of Spring Labs, and Simon Taylor, Head of Content & Strategy at Sardine. Sardine offers an AI risk platform for fraud, credit and compliance, and Spring Labs provides an AI-Native conversational intelligence platform that turns chatter into actionable insight. Together, they explore: ·  The future of financial services in a world increasingly reliant on automation and robots·  The broader implications of AI and Generative AI in shaping the future of financial services From standards setting in banking and fintech to AI and fraud this episode delivers hot takes and expert insights on the opportunities, risks, and evolving landscape of financial technology. https://www.youtube.com/watch?v=mBdMjPG1rvE

In This Episode This week, we bring you Part III of exclusive insights from Fintech Xchange '25 at the Stena Center for Financial Technology and the University of Utah, powered by U.S. Bank. Host Jason Henrichs engages in a dynamic discussion with Jason Mikula of Fintech Business Weekly and Chris Black, CEO & President of Thread Bank. Their conversation spans topics from Banking-as-a-Service (BaaS) and regulatory shifts under the new administration to the dual-edged nature of innovation in today's financial landscape. Chris delves into Thread Bank's unique transformation as it evolved from the historic Civis Bank—established in 1906—into a fintech-enabled community bank. In 2021, new leadership recapitalized and revitalized the institution by adopting an industrial approach to BaaS and launching Thread. Thread's goal is to deliver the unparalleled value of a community bank to individuals and businesses, leveraging intuitive technology to meet customers where they are. Maintaining two local branches, Thread is delivering on its mission of embedded banking -- deposits, loans, and payments, and exemplifies the integration of traditional banking services with modern embedded banking solutions. By transcending geographical limitations and focusing on scalable, durable models, Thread collaborates with partners to manage risks and capitalize on the strengths of partnership banking. In the second segment, University of Utah alumnus Rhett Roberts, CEO & Co-founder of LoanPro, joins "the Jasons" to discuss the evolving fintech ecosystem and APIs. Are they coming of age? Naturally they talk about cores, and how banks are in the process of conscious decoupling to build resilient infrastructures in order to weather future disruptions. Rhett shares LoanPro's journey from inception to powering some of the biggest lenders in fintech. LoanPro offers a scalable, API-first lending and credit platform that fosters innovation by streamlining origination, servicing, collections, and payments across various loan types, lines of credit, and credit cards. This narrative underscores the transformative impact of fintech solutions in modernizing financial services. Listen and watch to explore these compelling stories!

In This Episode This week on Breaking Banks, we take you inside fintechXchange, hosted by the Stena Center for Financial Technology at the University of Utah. As a proud media partner of the event, we explore how industry, academia, and policymakers are coming together to drive the future of financial services.Host Jason Henrichs sits down with Meghan Kober, VP of Fintech Partnerships & Investments at U.S. Bank, Taylor Randall, President of the University of Utah, and Ryan Christiansen, Executive Director of the Stena Center for Financial Technology. Together, they discuss the power of ecosystem building, highlighting the incredible human capital fueling innovation: VCs, startups, and institutions of all sizes collaborating to shape the next wave of fintech growth and banking transformation. Then, it's time for the first Hot Takes of 2025, recorded live from 'Silicon Slopes'! Alex Johnson (Fintech Takes) and Jason Mikula (Fintech Business Weekly) are back in the hot seats with Jason Henrichs to break down the latest fintech headlines with sharp insights and no-holds-barred opinions. They dive into: The latest in open banking, the CFPB and regulation The fate of BaaS Island, Synapse, and Patriot Bank's BSA & AML challenges What really is possible with bankruptcy proceedings and what does it mean for fintech's future This episode is packed with insight, energy, and hard-hitting discussions you won't want to miss!

This week on Breaking Banks, we take you inside fintechXchange, hosted by the Stena Center for Financial Technology at the University of Utah. As a proud media partner of the event, we explore how industry, academia, and policymakers are coming together to drive the future of financial services.Host Jason Henrichs sits down with Meghan Kober, VP of Fintech Partnerships & Investments at U.S. Bank, Taylor Randall, President of the University of Utah, and Ryan Christiansen, Executive Director of the Stena Center for Financial Technology. Together, they discuss the power of ecosystem building, highlighting the incredible human capital fueling innovation: VCs, startups, and institutions of all sizes collaborating to shape the next wave of fintech growth and banking transformation. Then, it's time for the first Hot Takes of 2025, recorded live from 'Silicon Slopes'! Alex Johnson (Fintech Takes) and Jason Mikula (Fintech Business Weekly) are back in the hot seats with Jason Henrichs to break down the latest fintech headlines with sharp insights and no-holds-barred opinions. They dive into: The latest in open banking, the CFPB and regulation The fate of BaaS Island, Synapse, and Patriot Bank's BSA & AML challenges What really is possible with bankruptcy proceedings and what does it mean for fintech's future This episode is packed with insight, energy, and hard-hitting discussions you won't want to miss! https://www.youtube.com/watch?v=tJ-bdJNLu60

Rep. Erin Houchin and Rep. Mike Flood join the show to discuss crypto policy in Congress and under the next Trump Administration. They give Rep. Crenshaw the 101 on how crypto works and how U.S. dollar-backed stable coins could change the financial system. And they look at the implications of Web 3.0 on censorship, content creators, financial fraud, and China's global power moves.  ·      The beginning of the crypto movement ·      NFTs: the beanie babies of the internet ·      The Canadian Trucker Strike ·      Gary Gensler – “a fountain of bad ideas at the SEC” ·      Regulatory authority in crypto markets ·      Stablecoins 101 ·      Geopolitical implications of stablecoins ·      Disconnecting from the banks ·      President Trump's Crypto Czar ·      Evolution of internet regulation ·      Web 3.0 ·      Facebook's stranglehold on content creators and local news ·      The Hawk Tuah Coin Scam ·      Cabbage Patch dolls! ·      FIT 21 – the House's answer to crypto regulation ·      Explaining blockchain technology ·      Will quantum computers break crypto? ·      Stablecoins and financial fraud ·      China's move to control the global stablecoin Congresswoman Erin Houchin represents the 9th District of Indiana. She currently serves on the House Financial Services Committee, the House Rules Committee, and the House Education and Workforce Committee. And she was recently appointed to serve on the House Energy and Commerce Committee in the 119th Congress. Follow her on X at @RepHouchin. Congressman Mike Flood represents the 1st District of Nebraska. He currently serves on the Financial Services Committee as well as the Housing and Insurance Subcommittee and the Digital Assets, Financial Technology and Inclusion Subcommittee. Follow him on X at @USRepMikeFlood. Listen to Rep. Crenshaw's past episodes on Bitcoin with Rep. Patrick McHenry and Peter McCormack.