index

The ‘Super Bowl’ of Indexing Is Coming June 28: Managing Opportunities and Risks

It’s about time for one of the most anticipated and biggest trading days of the year.  Every June, index provider FTSE Russell (Russell) reconstitutes its U.S. indexes, which are key…

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Part 1: The Maxfield Method — Transforming Banking Leadership

Join us for Part 1 of a Travillian Next special featuring John Maxfield, the Founder of Maxfield on Banks. Maxfield on Banks is a well-regarded substack where John shares his…

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board

Bank Board Insights Series Part VIII: Board Issues Take Center Stage in Enforcement Actions — Rethinking Talent and Governance

This article resulted from a discussion between Indra Elangovan, Head of Strategic Advisory at Travillian, and Sarah Beth Felix, CEO and Founder of Palmera Consulting, Co-Founder and Chief AML Officer…

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Recent Successes: Highlighting Travillian’s Banking & Fintech Placements at FinWise Bank, Lincoln Savings Bank & Pathfinder Bank

Travillian owes immense gratitude to our clients nationwide for entrusting us to guide them through the challenges of retaining and recruiting key talent. Given the complexity and uncertainly of the…

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Name That Bank! A Fun Game Show for Banking “Geeks”

Name That Bank! A show for bank geeks, made by bank geeks… Are you a banking enthusiast or a fellow “bank geek” like the Banking and Fintech recruitment team at Travillian?…

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Bank Board Insights Series Part VII: From Good to Great, Elevate Your Bank’s Performance with Boardroom Mastery!

In this Travillian Next episode, Indra Elangovan, Head of Strategic Advisory at Travillian, and James Stevens, Partner and Co-leader of Financial Institutions Group at Troutman Pepper, discuss effective board governance…

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Bank Compliance Can Be A Real Pain! That’s Why You Should Call Zane, CBO at American Bank

In this episode of Travillian Next, Zane Smith, Chief Banking Officer at American Bank, discusses the Banking-as-a-Service (BaaS) industry and stresses banks’ need for in-house expertise. He advocates for a…

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Bolton (Ex ICBA Chairman) vs. Bell (CU M&A Attorney) – M&A between Banks & Credit Unions – Get Your Popcorn Ready!

Attorney Michael Bell and Past Chairman of the Independent Community Bankers of America, Brad Bolton, have separately disagreed in the press about their views on credit unions purchasing community banks….

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A Year Fighting in the Trenches for the American Fintech Council: A Conversation with Phil Goldfeder

  Keith Daly, Head of Tech and Innovation at Travillian, sits down with Phil Goldfeder, CEO of the American FinTech Council (AFC), to delve into the challenges and opportunities within…

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Credit Unions Buying Community Banks: Motives, Misconceptions, and More on the Horizon – A Conversation with Deal Attorneys Michael Bell and Jeffrey Cardone

Join us for the latest episode of Travillian Next, where Brian Love, Head of Banking & Fintech at Travillian, dives into the hot topic of credit unions acquiring community banks….

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Snarking-as-a-Service: Ron Shevlin’s Take on the Evolution of Talent in the Bank Space

Join Ron Shevlin, Chief Research Officer at Cornerstone Advisors, and Brian Love, Head of Banking and Fintech at Travillian, as they navigate the critical challenge of talent acquisition in the…

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Succession Planning Shouldn’t Be a Bear: What an FX Series Says about a Banking Career

My family and I just finished watching FX Network’s terrific, poignant, intense, and sometimes hilarious show The Bear. The show’s direction, sound, and performances warranted it multiple Emmys last month…

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Bank Board Insights Series Part VI: Crucial Steps for Board Members in Ensuring Effective BSA/AML Oversight

The following article resulted from a discussion between Indra Elangovan, Head of Strategic Advisory, Travillian, and David Caruso, Cofounder and Managing Director of The Dominion Advisory Group, Washington, DC. Boards…

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Back to BaaSics: A Conversation with Lincoln Savings Bank’s CEO Sean Willett & Executive Chairman Sally Hollis

When Lincoln Savings Bank and its Chairwoman, Sally Hollis, began their CEO search in the summer of 2023, they embarked on a journey to find someone who could blend the…

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