Talent

Executive office overlooking a city skyline as a massive tsunami approaches, symbolizing the coming wave of CEO retirements and bank succession planning.
Talent, Leadership, Succession Planning

A Retirement Tsunami? What CEO Age Signals About Succession

Half of major bank CEOs are now over 65. Is a “retirement tsunami” about to hit executive leadership, or is there more to the succession story? We dig into the data behind CEO age, tenure, and M&A…

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Executive office overlooking a city skyline as a massive tsunami approaches, symbolizing the coming wave of CEO retirements and bank succession planning.
Talent, Leadership, Succession Planning

A Retirement Tsunami? What CEO Age Signals About Succession

Half of major bank CEOs are now over 65. Is a “retirement tsunami” about to hit executive leadership, or is there more to the succession story? We dig into the data behind CEO age, tenure, and M&A…

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Community bank capital markets roundtable on Travillian Next with Brian Love, Matt Shields, Michael Howard, and Joe Chybowski
Wall Street, Capital Markets, Investing, M&A, Succession Planning, Talent

Playing the Hits! A Roundtable Discussion with Bridgewater Bank’s Joe Chybowski, AllianceBernstein’s Michael Howard, and Performance Trust’s Matt Shields

Performance Trust’s Matt Shields, AllianceBernstein’s Michael Howard, and Bridgewater Bank’s Joe Chybowski on why capital is flowing again and what separates the banks that can capitalize on it…

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Community bank capital markets roundtable on Travillian Next with Brian Love, Matt Shields, Michael Howard, and Joe Chybowski
Wall Street, Capital Markets, Investing, M&A, Succession Planning, Talent

Playing the Hits! A Roundtable Discussion with Bridgewater Bank’s Joe Chybowski, AllianceBernstein’s Michael Howard, and Performance Trust’s Matt Shields

Performance Trust’s Matt Shields, AllianceBernstein’s Michael Howard, and Bridgewater Bank’s Joe Chybowski on why capital is flowing again and what separates the banks that can capitalize on it…

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Steve Plunk, former OCC examiner, discussing the Penn Square Bank failure on Travillian Next
Banking, Credit & Lending, Risk & Compliance, Succession Planning, Talent

The Bank Failure That Sent a Ripple Through American Banking: Steve Plunk’s Lessons from Penn Square

The OCC examiner at the center of the Penn Square collapse on the one balance-sheet line that unraveled it all, and the credit discipline that still separates strong banks from fragile ones…

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Steve Plunk, former OCC examiner, discussing the Penn Square Bank failure on Travillian Next
Banking, Credit & Lending, Risk & Compliance, Succession Planning, Talent

The Bank Failure That Sent a Ripple Through American Banking: Steve Plunk’s Lessons from Penn Square

The OCC examiner at the center of the Penn Square collapse on the one balance-sheet line that unraveled it all, and the credit discipline that still separates strong banks from fragile ones…

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Brent Beardall of WaFd and Simone Lagomarsino of Luther Burbank Savings with host Brian Love on the Travillian Next podcast
Banking, Leadership, M&A, Strategy, Talent, Wall Street

Brent Beardall & Simone Lagomarsino: Two Bank CEOs on Leadership, M&A, and the Deal That Made Them Family

Brent Beardall takes us from the bank file room to the CEO seat, then gets surprised on camera by Simone Lagomarsino for an honest conversation about leadership, M&A, and the deal that made them family…

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Brent Beardall of WaFd and Simone Lagomarsino of Luther Burbank Savings with host Brian Love on the Travillian Next podcast
Banking, Leadership, M&A, Strategy, Talent, Wall Street

Brent Beardall & Simone Lagomarsino: Two Bank CEOs on Leadership, M&A, and the Deal That Made Them Family

Brent Beardall takes us from the bank file room to the CEO seat, then gets surprised on camera by Simone Lagomarsino for an honest conversation about leadership, M&A, and the deal that made them family…

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Travillian's Conference Crawl podcast: Amber Buker and Brian Love deliver a bank & fintech recap of May 2026 conferences
Banking, Talent, Tech & Innovation

Travillian’s Conference Crawl: What Amber & Brian Heard at Finovate, D.A. Davidson, Alloy Labs, and S&P Global

An honest, occasionally goofy recap from Travillian’s Amber Buker and Brian Love on what May’s biggest banking and fintech conferences revealed about talent, stablecoin, M&A, and the road ahead…

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Travillian's Conference Crawl podcast: Amber Buker and Brian Love deliver a bank & fintech recap of May 2026 conferences
Banking, Talent, Tech & Innovation

Travillian’s Conference Crawl: What Amber & Brian Heard at Finovate, D.A. Davidson, Alloy Labs, and S&P Global

An honest, occasionally goofy recap from Travillian’s Amber Buker and Brian Love on what May’s biggest banking and fintech conferences revealed about talent, stablecoin, M&A, and the road ahead…

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Matthew Smith, President and CEO of Rhinebeck Bank, on the Travillian Next podcast discussing community banking strategy and technology
Banking, Company Culture, Hiring Trends, Leadership, Strategy, Talent, Tech & Innovation

CEO Matthew Smith on Building Rhinebeck Bank’s Next 160 Years

Rhinebeck Bank CEO Matthew Smith on Community Banking, Open Architecture, and the Next 160 Years In this episode of Travillian…
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Matthew Smith, President and CEO of Rhinebeck Bank, on the Travillian Next podcast discussing community banking strategy and technology
Banking, Company Culture, Hiring Trends, Leadership, Strategy, Talent, Tech & Innovation

CEO Matthew Smith on Building Rhinebeck Bank’s Next 160 Years

Rhinebeck Bank CEO Matthew Smith on Community Banking, Open Architecture, and the Next 160 Years In this episode of Travillian…
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Travillian's Amber Buker with Chris Nichols of SouthState Bank, Cory LeBlanc of Locality Bank, and Siya Vansia of ConnectOne Bank at S&P Global's Community Bankers Conference 2026
Banking, Talent, Tech & Innovation

Travillian’s Amber Buker Heads to S&P Global’s Community Bankers Conference: Nichols, LeBlanc, and Vansia on Stablecoin, Ownership, and the Talent Stack

Each spring, bank and fintech professionals take to the road for a whirlwind tour of the conference circuit, and this…
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Travillian's Amber Buker with Chris Nichols of SouthState Bank, Cory LeBlanc of Locality Bank, and Siya Vansia of ConnectOne Bank at S&P Global's Community Bankers Conference 2026
Banking, Talent, Tech & Innovation

Travillian’s Amber Buker Heads to S&P Global’s Community Bankers Conference: Nichols, LeBlanc, and Vansia on Stablecoin, Ownership, and the Talent Stack

Each spring, bank and fintech professionals take to the road for a whirlwind tour of the conference circuit, and this…
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Heather Luck, EVP and Chief Financial Officer at Five Star Bank, sits down with Travillian's Amber Buker for an on-location, documentary-style interview filmed inside Five Star Bank.
Banking, Leadership, Talent

“We Don’t Carry Any Dead Weight” — Inside Five Star Bank’s Financial Engine with CFO Heather Luck (Part 2)

CFO Heather Luck, breaks down how one of California’s fastest-growing community banks keeps its efficiency ratio in the low 40s while spending big on people, tech, and branches…

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Heather Luck, EVP and Chief Financial Officer at Five Star Bank, sits down with Travillian's Amber Buker for an on-location, documentary-style interview filmed inside Five Star Bank.
Banking, Leadership, Talent

“We Don’t Carry Any Dead Weight” — Inside Five Star Bank’s Financial Engine with CFO Heather Luck (Part 2)

CFO Heather Luck, breaks down how one of California’s fastest-growing community banks keeps its efficiency ratio in the low 40s while spending big on people, tech, and branches…

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Michael Rizzo, EVP and Chief Banking Officer at Five Star Bank, sits down with Travillian's Amber Buker for an on-location, documentary-style interview filmed inside Five Star Bank.
Banking, Company Culture, Leadership, Talent

“A Sales Organization Masquerading as a Bank” — Inside Five Star Bank’s Culture-First (Part 1)

Michael Rizzo on how Five Star Bank built a nationwide mobile home park vertical from one referral and protects a “never-quit” culture at scale…

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Michael Rizzo, EVP and Chief Banking Officer at Five Star Bank, sits down with Travillian's Amber Buker for an on-location, documentary-style interview filmed inside Five Star Bank.
Banking, Company Culture, Leadership, Talent

“A Sales Organization Masquerading as a Bank” — Inside Five Star Bank’s Culture-First (Part 1)

Michael Rizzo on how Five Star Bank built a nationwide mobile home park vertical from one referral and protects a “never-quit” culture at scale…

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Executive reviewing comp data and compensation study binder in office, illustrating challenges in using comp data for bank hiring decisions
Banking, Talent

Why Comp Data Alone Won’t Win Your Next Executive Hire

Many community banks rely on comp data as a guidepost, but it rarely reflects the realities of the hire in front of them. Brian Love breaks it all down…

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Executive reviewing comp data and compensation study binder in office, illustrating challenges in using comp data for bank hiring decisions
Banking, Talent

Why Comp Data Alone Won’t Win Your Next Executive Hire

Many community banks rely on comp data as a guidepost, but it rarely reflects the realities of the hire in front of them. Brian Love breaks it all down…

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Joseph Dively, Chairman and CEO of First Mid Bank & Trust, joins Travillian's Andrew Liesch and Brian Love to discuss community banking strategy, M&A, and leadership.
Banking, Leadership, Strategy, Talent

Fight Like Heck to Stay Independent: How First Mid Bank & Trust Built a $9 Billion Community Banking Powerhouse

How First Mid Bank & Trust scaled to $9 billion by pairing disciplined M&A, long-term relationships, and a leadership strategy built for independence…

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Joseph Dively, Chairman and CEO of First Mid Bank & Trust, joins Travillian's Andrew Liesch and Brian Love to discuss community banking strategy, M&A, and leadership.
Banking, Leadership, Strategy, Talent

Fight Like Heck to Stay Independent: How First Mid Bank & Trust Built a $9 Billion Community Banking Powerhouse

How First Mid Bank & Trust scaled to $9 billion by pairing disciplined M&A, long-term relationships, and a leadership strategy built for independence…

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Jennifer Docherty, Bank on Women, Performance Trust Capital Partners
Banking, Leadership, Succession Planning, Talent

How Community Banks Can Build Stronger and More Diverse Bank Boards — Jennifer Docherty, Founder of Bank on Women

Jennifer Docherty of Bank on Women breaks down the structural dynamics that shape how directors are recruited, the research behind why reaching…

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Jennifer Docherty, Bank on Women, Performance Trust Capital Partners
Banking, Leadership, Succession Planning, Talent

How Community Banks Can Build Stronger and More Diverse Bank Boards — Jennifer Docherty, Founder of Bank on Women

Jennifer Docherty of Bank on Women breaks down the structural dynamics that shape how directors are recruited, the research behind why reaching…

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Mike Higgins discussing community bank compensation strategy and incentive design in the banking war for talent on Travillian Next
Banking, Talent

Winning the War for Talent: Why Compensation Strategy Matters More Than Ever

As competition for producers intensifies, Mike Higgins breaks down the shift away from bonus “parades” and toward a “Bank of One” model…

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Mike Higgins discussing community bank compensation strategy and incentive design in the banking war for talent on Travillian Next
Banking, Talent

Winning the War for Talent: Why Compensation Strategy Matters More Than Ever

As competition for producers intensifies, Mike Higgins breaks down the shift away from bonus “parades” and toward a “Bank of One” model…

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Pathward bank leadership discussing culture-first talent strategy and innovation with Anthony Sharett, President at Pathward Bank
Talent, Company Culture

Culture as a Talent Magnet: How Pathward Earned an 84% Employee Satisfaction Score

Pathward’s culture-first approach has become a competitive advantage in attracting and retaining top banking talent…

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Pathward bank leadership discussing culture-first talent strategy and innovation with Anthony Sharett, President at Pathward Bank
Talent, Company Culture

Culture as a Talent Magnet: How Pathward Earned an 84% Employee Satisfaction Score

Pathward’s culture-first approach has become a competitive advantage in attracting and retaining top banking talent…

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Starion Bank leadership succession discussion with CEO Craig Larson and President Dave Rogstad
Talent, Leadership, Succession Planning

Succession Without Shortcuts: Lessons from Starion Bank’s President Search

Starion Bank CEO Craig Larson and President Dave Rogstad share the real story behind their leadership transition…

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Starion Bank leadership succession discussion with CEO Craig Larson and President Dave Rogstad
Talent, Leadership, Succession Planning

Succession Without Shortcuts: Lessons from Starion Bank’s President Search

Starion Bank CEO Craig Larson and President Dave Rogstad share the real story behind their leadership transition…

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Community bank recruiting leaders, Brian Love, Amber Buker, Keith Daly, discussing talent strategy and leadership hiring for 2026
Banking, Leadership, Talent

All I Want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian

What 2025 Revealed About Community Bank Talent 2025 was anything but predictable for community banks navigating the talent market. Early…
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Community bank recruiting leaders, Brian Love, Amber Buker, Keith Daly, discussing talent strategy and leadership hiring for 2026
Banking, Leadership, Talent

All I Want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian

What 2025 Revealed About Community Bank Talent 2025 was anything but predictable for community banks navigating the talent market. Early…
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Building Brotherly Love Ira Robbins and Brent Beardall on Leadership Vulnerability and Fighting for Community Banking
Banking, Leadership, Strategy, Talent

Building Brotherly Love: Ira Robbins and Brent Beardall on Leadership, Vulnerability, and Fighting for Community Banking

Valley National Bank and WaFd Bank Leadership Ira Robbins and Brent Beardall take their roles representing the banking industry seriously.…
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Building Brotherly Love Ira Robbins and Brent Beardall on Leadership Vulnerability and Fighting for Community Banking
Banking, Leadership, Strategy, Talent

Building Brotherly Love: Ira Robbins and Brent Beardall on Leadership, Vulnerability, and Fighting for Community Banking

Valley National Bank and WaFd Bank Leadership Ira Robbins and Brent Beardall take their roles representing the banking industry seriously.…
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The New Banking Playbook Three Themes from the NEXT Forum
Banking, Talent, Tech & Innovation, Wall Street

The New Banking Playbook: Three Themes from the NEXT Forum

Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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The New Banking Playbook Three Themes from the NEXT Forum
Banking, Talent, Tech & Innovation, Wall Street

The New Banking Playbook: Three Themes from the NEXT Forum

Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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BancAlliance
Banking, Leadership, Strategy, Talent

Expanding Beyond Local Banking Limits: Denali State Bank + BancAlliance

Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Lori Bettinger, President of BancAlliance, and Steve…
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BancAlliance
Banking, Leadership, Strategy, Talent

Expanding Beyond Local Banking Limits: Denali State Bank + BancAlliance

Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Lori Bettinger, President of BancAlliance, and Steve…
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banks
Banking, Company Culture, Digital Banking, Fintech, Strategy, Talent, Tech & Innovation

From Commodity to Competitive: How Three Banks Build Winning Products

Ten years ago, it was hard to imagine a world where a customer would select a bank based on something…
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banks
Banking, Company Culture, Digital Banking, Fintech, Strategy, Talent, Tech & Innovation

From Commodity to Competitive: How Three Banks Build Winning Products

Ten years ago, it was hard to imagine a world where a customer would select a bank based on something…
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