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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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BIGcast

Best Innovation Group's John Best & 154 Advisors' Glen Sarvady

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The fintech industry is evolving rapidly, and the BIGcast is here to delve into its impact on the credit union industry. Our esteemed guests from across the financial, technology and security sectors will provide thrilling perspectives on the latest fintech innovations that are poised to revolutionize the way we handle our finances. Each week join thought-leader, John Best and subject matter expert, Glen Sarvady as they take a quick dive into the financial industry's current breakthroughs an ...
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Money, I'm Home

Consumers Credit Union

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Join us on an adventure from finance to fitness. Learn practical strategies and tips to take the reins of your finances and well-being through the experiences industry experts and special guests.
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Leaders in Lending

Leaders in Lending

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Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future. Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of ...
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The Legally Steal Show™ hosted by S.E. Day is a consumer advocate and consumer finance, talk radio show which provides a means to equalizing the playing field for the listening audience. The Show features interviews with celebrities, industry professionals, insurance providers, warranty companies, mechanics, government officials, credit bureau officials, credit union officials, CPA, Attorneys, etc.
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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Nickel & Crime

Early Warning®

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Winner of two Signal Awards and two W3 Awards, Nickel & Crime goes deep into today’s most devious scams, exposing the psychological tactics and surprising methods used to drain thousands of victims of billions of dollars every year. At a time when financial crime is increasingly sophisticated, we go behind the schemes to understand the often brilliant – and sometimes foolish – crooks’ minds at work, so you can stay alert and avoid becoming their next victim. In season 3, Nickel & Crime retur ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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One Vision fintech fuse podcast, hosted by Theodora Lau, brings purposeful fintech innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a more equitable, inclusive, and sustainable world for future generations galvanized by innovation. The latest season, FinTech Fuse, brought to you by the powerhouse trio, Theodora Lau, Barb MacLean, and Stephanie Foster, continues the tradition of telling stories that matter. We speak to startup fo ...
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Want to keep on the pulse of banking innovation? “Banking on Disruption Daily” delivers a power-packed 3-minute dose of the hottest financial headlines. From fintech breakthroughs to regulatory shakeups, we distill the day's most crucial banking news. Perfect for industry pros and curious minds alike. Tune in daily and stay ahead in the fast-paced world of finance!
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All Onboard

Thomas Kunjappu

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"All Onboard" is the definitive podcast for professionals seeking to deepen their understanding of the employee onboarding process. Hosted by Thomas Kunjappu, CEO of Cleary, this podcast brings together experts, innovators, and leaders in the field of human resources to explore the most effective strategies and challenges in employee onboarding. From the first-day fundamentals to long-term success strategies, "All Onboard" provides actionable insights to enhance your onboarding process and i ...
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show series
 
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: FDIC Consumer Compliance Supervisory Highlights - July 2025 Episode Summary In this episode, we break down the FDIC's latest Consumer Compliance Supervisory Highlights report, covering 2024 examination results and compliance trends. While focused on FDIC-supervised institut…
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In this new episode of One Vision Podcast, we welcome Dr. Maryam Ashoori, VP of Product and Engineering at IBM. We discuss Maryam’s journey into AI and delve into the ethical considerations companies should prioritize when building AI systems, emphasizing data quality and the impact on society. Maryam shares insights on the misconceptions about AI …
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Glen connects with TTV Capital Partner Sean Banks and Technology Association of Georgia CEO Larry Williams to unpack the state of fintech venture capital investment, Georgia’s role in the global ecosystem and the upcoming Fintech South conference. Also, Illuma Founder/CEO Milind Borkar responds to Sam Altman’s warning flare than voice authenticatio…
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In this new episode of One Vision, we chat with Simon Kemp, Founder of Kepios, also known for his comprehensive reports on the digital world via DataReportal. Simon shares the evolution of his work over 15 years, highlighting key insights into digital adoption trends across different countries and demographics. From the rise of mobile internet in J…
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Rising vehicle prices, longer loan terms, and shrinking margins. As credit unions adapt, standing out requires more than competitive rates. It takes consistency, clarity, and a lending team built for speed and service.In this episode, host Barry Roach sits down with Adam Brice, Chief Lending Officer at EFCU Financial, to unpack how his team reimagi…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: OCC Semiannual Risk Perspective Spring 2025 Episode Overview This episode covers the Office of the Comptroller of the Currency's Semiannual Risk Perspective for Spring 2025, providing valuable insights for credit unions on key banking risks and industry trends. Key Topics C…
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As we await the next Fed Open Market Committee readout, Glen speaks with CD Valet’s Mary Grace Roske about deposit rate trends that aren’t as straightforward as one might expect. Also- stablecoins are officially GENIUS, CBDCs are still the Antichrist, and the big money keeps flowing into real time payments. Links related to this episode: CD Valet: …
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In this new episode of One Vision Podcast, the incredible Sophie Guibaud shares her startup journey from digital banking and embedded finance to cryptocurrency, and her latest venture with Martyna Lewinska. Unsure about entrepreneurship? Looking to power up your career or personal life? This episode is a must-listen for you —and Sophie’s enthusiasm…
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Glen unpacks key provisions of the recent US tax/spending bill with help from his expert friends: the Defense Credit Union Council’s Jason Stverak on $1,000 newborn accounts, and credit union lifer Lou Grilli on the “no tax on tips” details. Also- has Big Tech determined that regulation isn’t so bad after all? Links related to this episode: The DCU…
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In this episode of One Vision, we welcome Jennifer White, Senior Director at J.D. Power , to discuss key financial trends and how our industry is responding to consumer needs in these challenging times. Jennifer shares insights from J.D. Power's data on consumer financial health, and we explore consumer behavior amidst inflation, job security conce…
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As credit unions grapple with an increasingly digital-first market, the path to growth lies in strategic partnerships, streamlined onboarding, and data-driven cross-sell strategies. In this episode, host Matt Snow sits down with Kirk Drake—author, entrepreneur, and founder of CU 2.0—to explore how credit unions can stay relevant in a fast-changing …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This podcast is educational and is not legal advice. Banking agencies have curtailed issuance of new guidance and regulations under the current administration. As a result, and to continue providing our listeners with valuable new episodes, we're excited…
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As we shift from a relationship-based industry to one that's increasingly transactional and digital, how might financial institutions reclaim the human connection while still embracing technological advancement? Join us for a new episode of the One Vision Podcast with special guest Rik Coeckelbergs, founder of The Banking Scene and author of 'A New…
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Glen speaks with the CU De Novo Collective’s Denise Wymore about the grassroots groundswell of interest in starting new credit unions, overcoming the challenges of progressing from concept to market, and why a voice for CU creation is needed to counter a one-way trend. Also- Fiserv’s stablecoin play, The FTA’s attempt to preserve open banking, and …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …
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🎧 New Podcast Alert! Join us as we welcome Allison Swagert to One Vision Podcast! Dive into the world of AI, financial crime prevention, and hear Allison’s unique career journey from pure mathematics and computer science to tackling fraud and compliance challenges! We explore the critical role of AI in fraud detection, the importance of collaborati…
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In this episode of Consumer Lending Perspectives, Sheel Mohnot, Co-Founder and General Partner of Better Tomorrow Ventures, joins the show with host, Jeff Bogan, CFO at Upgrade and fintech veteran. Better Tomorrow Ventures is a venture capital fund dedicated to fintech companies globally. Sheel’s insights span the fintech landscape, from the symbio…
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As the regulatory environment continues to shift and technology reshapes the compliance landscape, today’s lending leaders are under increasing pressure to stay agile and forward-thinking. In this episode, recorded live at CBA Live 2025 in Orlando, host Lynn Sautter Beal sits down with Aaron Rykowski, Chief Compliance Officer at WesBanco, and Mikey…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode: Fighting Payments Fraud - Federal Banking Agencies Launch Major Initiative Episode Summary Three major federal banking agencies have joined forces to combat the explosive growth in payments fraud across America. In this episode, we break down the comprehensive Request for Info…
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Glen chats with the Atlanta Fed’s Claire Greene about the latest Diary and Survey of Consumer Payment Choice and the messy realities of dealing with real world data. Also- next steps in the stablecoin saga and…Fintech’s answer to GameStop? Links related to this episode: The Atlanta Fed’s Survey and Diary of Consumer Payment Choice: https://www.atla…
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Excited to share our latest episode of the One Vision podcast, featuring Sherry Wu, CTO of the University of Michigan Credit Union! 🚀 Tune in as we explore career journeys and the unique challenges faced by credit unions. Sherry shares insights on technology adoption, AI implementation, legacy system transformation, and how collaboration can drive …
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John and Glen ruminate on a pair of major events reshuffling the fintech world- The Circle IPO’s impact on venture funding, and the Big Beautiful Bill’s unorthodox approach to throttling AI regulation. Also- John gets “spun out on quantum,” and admits a surprising change of heart regarding his outlook for AI. Links related to this episode: Glen’s b…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …
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Join Theo and a panel of industry thought leaders including Julie Muhn, Tiffany Montez, Millicent Tracey, and Tammy Bangs, as we unpack the first half of 2025 and predict what's to come. From discussions on the evolving role of AI in financial services and the rise of stablecoins, to the impact of regulatory changes, we cover it all. Discover the t…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…
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As regulatory scrutiny intensifies and innovation accelerates, fair-and-responsible banking leaders are coming together to keep compliance programs adaptive, effective and aligned with evolving expectations. In this episode, recorded at CBA Live 2025 in Orlando, host Lynn Sautter Beal sits down with Lindsay Yousif, Executive Compliance Director at …
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Glen speaks with Georgia State University Finance Professor Jonathan Godbey about new student-led consumer research that yields some unexpected findings about Gen Z banking attitudes. Plus- Circle’s IPO is roundly celebrated, Illinois kicks the interchange can down the road, and the AI Easter Egg hiding in the Big Beautiful Bill. Links related to t…
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In this episode of One Vision, I sat down with Joel Blake, OBE, founder and CEO of GFA Exchange. We delve into Joel's life journey, his various roles across professional services, tech and fintech space, not-for-profit organizations and communities nationwide in the UK, as well as his commitment to creating an inclusive ecosystem. Joel reflects on …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…
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In this new episode of One Vision Podcast, Theo hosts a deep dive with Ed Maslaveckas, CEO and Co-Founder of Bud, exploring the fascinating 10-year journey of the FinTech startup. They discuss the inception and evolution of Bud, and the future of data intelligence and AI for financial services. Between the bigger incumbent banks and the smaller ins…
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Glen speaks with Edelman Smithfield’s Deidre Campbell to explore her firm’s new Financial Services Trust Barometer and the (mostly) positive signs for banks and credit unions. Also- the latest Gen AI fiasco has a familiar ring, Illinois’ unworkable interchange law moves bizarrely close to reality, and why the CFPB’s withdrawal of its open banking r…
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As the auto finance industry faces mounting regulatory scrutiny and increasingly sophisticated fraud tactics, lenders are working together to navigate risk, improve compliance, and better serve today’s borrowers. In this episode, recorded at CBA Live 2025 in Orlando, host Matt Snow sits down with Fabien Thierry, Head of Indirect Lending at Bank of …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Enforcement actions range from formal to informal, and minor to drastic. Today we discuss what NCUA's philosophy is in this regard. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Federal Credit Union Act allows NCUA to remove officials. We explain how. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intrica…
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Recapping this month’s Finovate Spring event, Glen connects with Steven Ramirez (Beyond the Arc) and Elias Kruger (Long Range AI) to compare notes on the standouts and key takeaways- such as agentic AI- from San Diego. Also- Coinbase packs a year’s news into a single week, and Nevada looks to enter the payments fray. Links related to this episode: …
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In today's rapidly evolving financial landscape, staying ahead requires strategic innovation. 💡 Join me for an illuminating discussion with Máté Jendrolovics, CEO and Founder at Intuitech, on a new episode of One Vision Podcast, where we delve into how modern banks can harness technology to streamline processes and enhance customer relationships. D…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/enterprise-risk-management-erm Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Ou…
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As tariffs and inflation drive up vehicle prices, both lenders and consumers are feeling the pressure to adapt. In this episode, host Lynn Sautter Beal speaks with Melinda Zabritski, Head of Automotive Financial Insights at Experian, and Mark Pregmon, VP of Consumer Lending at USAA, to explore how market shifts, financial pressures and evolving con…
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Glen connects with Paylume’s Andrew Gomez to unpack the burgeoning pay by bank model, explore lessons learned from other countries’ rollouts, and consider the pros and cons facing banks and credit unions. Also- a possible open banking do-over, more stadium naming rights, and resisting the urge to spike the ball before the goal line. Links related t…
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Join us on the One Vision Podcast with Chris Juneau, Senior Vice President, Head of Product Marketing, SAP Concur, as we dive into the evolving role of CFOs in the era of AI and automation. Discover how geopolitical challenges and manual processes are shaping strategies for 2025, and hear insights on leveraging AI to optimize costs and drive effici…
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Our guest on this episode of Data Driven Finance is Jeff Cain, VP Fintech Research at Fidelity Investments. Before that he was Head of Partnerships at Brightside and spent eight years at Yodlee. Jeff got his Bachelor’s Degree in Economics at Stanford and a Masters from Harvard. We’re not really talking about Fidelity; we’re going bigger picture and…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The National Credit Union Administration (NCUA) today liquidated Unilever Federal Credit Union of Englewood Cliffs, New Jersey. The NCUA made the decision to liquidate Unilever Federal Credit Union and discontinue operations after determining the credit union was insolvent and had no p…
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A pair of conversations from last week’s Smarter Faster Payments conference- Glen’s annual check-in with Nacha CEO Jane Larimer, and PASA CEO Ghita Erling shares insights on modernizing South Africa’s payment system through collaboration rather than mandate. Also- AI shopping agents, Uber discovers paper, and the vultures circle around checks. Link…
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In the latest episode of One Vision — FinTech Fuse, Fabio Ardossi, founder of the House of AI, joins Theo to discuss the realities of AI implementation and the challenges of governance, and the crucial role of human-centric approach to AI. The conversation also touches on enterprise readiness, AI literacy and the issue of trust. What do we need to …
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With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized? Live from CBA 2025, host Matt Snow from Upstart is joined by Kurt Lin, Co-Founder and CEO from Pinwheel as well as Dennis Chira and Wei …
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What does it take to innovate in banking today? How do institutions balance cutting-edge technology with customer trust and regulatory responsibility? In this episode of Consumer Lending Perspective, guest Marc Butterfield, SVP of Market Expansion and New Product Development at First National Bank of Omaha (FNBO), joins Jeff Bogan, host, to explore…
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Continuing our NACUSO Reimagine coverage, Glen speaks with Silvur founder Rhian Horgan about the “social journey of retirement” and how credit unions can play to their strengths in transitioning their biggest borrowers into their biggest depositors. Also- more of John’s conversation with cybersecurity expert Emma Zaballos about DeepSeek’s rise and …
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In this episode of One Vision — The FinTech Fuse, we sit down with Sandeep Sood, CEO of Kunai, and Sumant Shringari, CEO and co-founder of Pontus Labs, to talk about the hot topic du jour: AI in banking operations. Discover the fascinating origin story of Pontus and their approach to enabling automation in corporate processes. Tune in to explore ho…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA’s reopening the public comment period on two recently finalized rules that haven’t fully taken effect yet. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose t…
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Live from NACUSO’s Reimagine conference Glen speaks with the co-founders of Next Big Idea competition winner Goodbuy, Cara Oppenheimer and Cary Fortin. CUSO lawyer Brian Lauer shares his insights on the rapidly evolving regulatory landscape, and then as if on cue the tectonic plates shift…. Links related to this episode: Goodbuy: https://www.trygoo…
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