First Bank and Trust

Kristina Schaefer

General Counsel, Chief Risk Officer & Chief Administrative Officer

CRO Perspective: Balancing Risk and Innovation in Banking

June 28, 2023

 |  35

NADA

Paul Metrey

Senior Vice President, Regulatory Affairs

Addressing Concerns in New Auto Consumer Protection Rule

May 24, 2023

 |  29

WesBanco and M&T Bank

Aaron Rykowski and Jennifer Ruggiero

SVP, Chief Compliance Officer and First Line Director

Keeping Pace with Risk Mitigation and Regulatory Changes

May 17, 2023

 |  33

Capital One

Rakesh Mirajkar

Head of Consumer Bank Fraud and AML and Managing Vice President

Tackling the Rise of Fraud in Banking

May 10, 2023

 |  31

First Interstate Bank and Bank of America

Becky Philippi and Fabien Thierry

Director of Indirect Lending and Head of Consumer and Small Business Vehicle Lending Product

Rapid Digitization in the Auto Market

May 3, 2023

 |  30

USAA and Capital One

Angela Conti and James Morgan

Head of Deposits and Retail Payments and Head of Deposit Product, Pricing and Portfolio Strategy

Deposit Management in a Post-SVB World

April 26, 2023

 |  25

Consumer Bankers Association

Dan Smith

EVP and Head of Regulatory Affairs

The Regulatory Outlook at CBA Live

April 19, 2023

 |  32

Eastern Bank and M&T Bank

Kris Puskar and Christina Brozyna

Senior Vice President of Business Banking Sales / Innovation Director and Head of Business Banking Sales & Operations/Executive Vice President

The Future of Small Business Lending

April 12, 2023

 |  26

nbkc bank

Jenna Stricker

Director of Digital Lending

Clicks to Bricks: Starting the Customer Experience Digitally

April 5, 2023

 |  46

Upstart

Paul Gu

Co-Founder and Chief Technology Officer

The Upstart Macro Index (UMI)

March 29, 2023

 |  43

The Wall Street Journal

Nick Timiraos

Chief Economics Correspondent

What the Collapse of SVB Means for Deposits and Interest Rate Increases

March 23, 2023

 |  35

First Guaranty Bank & Trust

Ryan Coaxum

VP

“Bank Your Size” – The Community Bank Difference

March 15, 2023

 |  45

ChoiceOne Bank

Tim Shangle

AVP of Innovation and Data Analytics

Is Data the New Oil? What’s Next in Banking

March 1, 2023

 |  36

American Heritage Federal Credit Union

Bruce Foulke

President and CEO

How a $4.5B Credit Union Maintains a Direct Line to Members

February 22, 2023

 |  32

Coastal Community Bank

Curt Queyrouze

President

Building a Fintech Partner Ecosystem

February 15, 2023

 |  48

Upstart

Barry Roach

Senior Account Manager

Data Driven Strategies For Challenging Economic Times

February 8, 2023

 |  32

Consumer Bankers Association

Lindsey Johnson

President and CEO

CBA’s Outlook on Fraud, Branches, and Digitization

February 1, 2023

 |  38

Carver Federal Savings Bank

Michael Pugh

President and CEO

Supporting Small Businesses as a CDFI and MDI

January 25, 2023

 |  33

African American Credit Union Coalition

Renée Sattiewhite

President & CEO

Credit Unions Driving Racial Equity

January 18, 2023

 |  29

Verve, a Credit Union

Karrie Drobnick

Chief Operating Officer

Rethinking Marketing and Incentives for Engagement

January 11, 2023

 |  42

Upstart

Dave Girouard

Co-Founder and CEO

A Fireside Chat with Upstart’s CEO, Dave Girouard

January 4, 2023

 |  50

Keybank

Tony Hejna

EVP, Consumer Bank Chief Credit Officer

Safe is Risky: How Banks Can Stay Innovative

December 28, 2022

 |  39

Upstart

Jeff Kelter

SVP of Business Development

Lending Leaders: 2022 Trends and 2023 Predictions

December 21, 2022

 |  22

Canopy Credit Union

Charlotte Nemec

President and CEO

Strategic Community Investments By Credit Unions

December 14, 2022

 |  36

EFCU Financial

Adam Brice

SVP of Lending

Seismic Shifts in the Indirect Lending Landscape

December 7, 2022

 |  38

ACFCU

Cheryl Purrington

Chief Lending Officer

Expanding Digital Service to Members

November 30, 2022

 |  30

WSFS

Candice Caruso

SVP, Chief Retail Lending Officer

Driving Loan Growth Digitally in Uncertain Times

November 23, 2022

 |  52

National Bankers Association and Upstart

Nicole Elam and Nat Hoopes

President and CEO of the NBA and VP, Head of Public Policy and Regulatory Affairs at Upstart

Policy and Practice to Expand Greater Access to Credit

November 16, 2022

 |  29

CME Federal Credit Union

Kayla Selhorst

SVP Chief Operating Officer

How Specialization Can Win Credit Unions Members

November 9, 2022

 |  34

Commonwealth Credit Union

Jaynel Christensen

Chief Growth Officer

Partnering with Fintechs for Member Growth

November 2, 2022

 |  39

UMB Bank

Leisa Kinnin

SVP, Lending Product Manager

Cultivating innovation as a traditional bank

October 26, 2022

 |  28

Encore Bank

Allan Rayson

Chief Innovation Officer and Chief Technology Officer

Bringing Consumer Tech Innovation to Commercial

October 19, 2022

 |  32

Carolinas Telco Federal Credit Union

Nicol Matthews

Chief Experience Officer

Driving an Amazon-Like Experience for Members

October 12, 2022

 |  31

Upstart

Annie Delgado

Chief Compliance Officer

Fair Lending and AI: A Conversation with Upstart’s Chief Compliance Officer, Annie Delgado

October 5, 2022

 |  35

Visions FCU

Joe Keller

VP of Digital Assets

Digital Assets and the Metaverse: How Credit Unions Can Deliver Value

September 28, 2022

 |  35

Cher

Eric Chebil

Founder and CEO

Tapping into Underserved Homebuyers with Co-Ownership

September 21, 2022

 |  30

Maple Finance

Sidney Powell

Co-Founder and CEO

Blockchain Banking: Another Avenue for Lending Markets

September 14, 2022

 |  38

Upstart

Paul GU

Co-Founder and Head of Product

The Opportunity with AI Driven Lending

September 7, 2022

 |  34

Maryland Bankers Association

Ramon Looby

CEO

Addressing Post-Pandemic Challenges Across Talent, Regulation and Customer Needs

August 31, 2022

 |  29

Carver State Bank

Robert James

President of Carver Development CDE

Expanding Opportunity and Financial Freedom with MDIs and CDFIs

August 24, 2022

 |  37

Allegacy Federal Credit Union

Brian Vannoy

Chief Credit and Risk Officer

Creating a Mission-Led Credit Union Fostering Financial Wellness

August 17, 2022

 |  35

M&T Bank

Mary Kate Loftus and Tim Frederick

EVP, Director of Digital Banking and Head of Mortgage Originations

Balancing Digital with Human Touchpoints to Excel in Consumer Lending

August 10, 2022

 |  33

Crane Credit Union

Michael Hostetler

VP of Marketing

Boosting Results for Credit Unions with Holistic Digital Marketing

August 3, 2022

 |  34

Co-op Solutions

Samantha Paxson

EVP and Chief Experience Officer

Winning the Battle for Member Loyalty

July 27, 2022

 |  39

Array

Jacob Bouer

Director of Sales and Strategic Partnerships

Leveraging Data to Thoughtfully Position Products and Deepen Consumer Relationships

July 20, 2022

 |  36

Valley Bank

Britt Faircloth

SVP, Fair Banking Officer

Understanding the People Behind the Numbers in Fair Banking

July 13, 2022

 |  34

First Federal Bank of Kansas City

David Houchen

Senior VP and CFO

Partnering to Diversify the Portfolio and Expand into New Products

July 6, 2022

 |  35

dv01

Perry Rahbar

Founder and Chief Executive Officer

The Importance of Data Access and Reporting During Uncertain Economic Times

June 29, 2022

 |  38

Guaranteed Rate

Anand Cavale

EVP of Unsecured Lending

Understanding Trends in Consumer Behavior: The Rise of BNPL, solar energy and crypto

June 22, 2022

 |  38

Marqeta

Randy Kern

Chief Technology Officer

The Paradigm Shift in Payments: Modernization in Card Issuing and Processing

June 15, 2022

 |  38

Upstart

Jeff Keltner

Senior Vice President Business Development

Where AI Meets Finance: Upstart Hosts ‘boosted’ in San Francisco

June 8, 2022

 |  13

Kemba Financial Credit Union

Rick Jarrar

Chief Lending Officer

Building Systems Around Member Experiences to Retain Loyalty

June 1, 2022

 |  36

Upstart

Jeff Keltner

Senior Vice President Business Development

AI Lending 201: The Evolution of AI and Machine Learning at Upstart

May 24, 2022

 |  28

Alliant Credit Union

Charles Krawitz

Senior Vice President, Chief Capital Markets Officer & Head of Commercial Lending

Building an Innovative and Member-Centric Credit Union with Fintech Partnerships

May 17, 2022

 |  31

PenFed Credit Union

Jay Fee

Vice President of Consumer Banking

Tapping into the Unsecured Personal Lending and Auto Refinance Opportunities

May 10, 2022

 |  29

Sandbox Banking

Ravi Balasubramanian

Founder and CEO

A Macro View of the Big Trends in Banking in 2022

May 3, 2022

 |  33

Sharonview Federal Credit Union

David Brand

Senior Vice President of Lending Operations

Forging Fintech Partnerships to Digitally Scale and Create a Holistic View of Data

April 26, 2022

 |  35

Apple Bank

Gordon Levy

Senior Vice President of Risk and Analytics

How Apple Bank Launched Unsecured Consumer Lending with Upstart

April 19, 2022

 |  32M

Citizens and Northern Bank

Alex Balagour

Chief Information Officer

Maintaining the Value Chain through Front- and Back-Office Operations

April 12, 2022

 |  32

Upstart

Anna Counselman

Co-Founder and Head of People and Operations

Cultivating Operations and Culture in a Digital-First Environment

April 5, 2022

 |  52

First National Bank of Omaha

Jerry O’Flanagan

EVP

Fostering Innovation in Credit Cards, BNPL & Credit Management

March 29, 2022

 |  41

Upstart

Dave Girouard

Co-Founder and CEO

A Fireside Chat with Upstart’s CEO, Dave Girouard

March 22, 2022

 |  50

Agriculture Federal Credit Union

Margie Click

President & CEO

How to Approve More Borrowers & Lower the Cost of Lending with AI

March 15, 2022

 |  32

WSFS Bank

Michael Reed

Chief Risk Officer

The Shift from Preventing Risk to Enabling Risk-Adjusted Rewards

March 8, 2022

 |  33

Plaid

Raja Chakravorti

Partnerships Lead, Universal Access

Unlocking Financial Freedom for All: Pioneering an Ecosystem of Connected Financial Solutions

March 1, 2022

 |  43

Associated Bank

Tom Faughnan, EVP

Director of Consumer Lending

The Steady Adoption of AI & Machine Learning in Credit & Banking

February 22, 2022

 |  36

First Fed

Matt Deines

President & CEO

From Cultural to Digital Transformation: Aligning Incentives and Exploring New Products

February 15, 2022

 |  38

Atlantic Union Bank

Nathalia Artus

SVP, Director of Community Development and Reinvestment & CRA Officer

Digital Transformation and the Community Reinvestment Act: Partnering with Fintechs to Serve LMI Communities

February 8, 2022

 |  23

NXTsoft

Rich Longo

Strategic Advisor

BNPL, eCommerce, and Crypto: Leading Trends Driving Consumer Preferences

February 1, 2022

 |  31

Teller Finance

Ryan Berkun

Founder and CEO

How Blockchain, Crypto Assets, DeFi and NFTs are Transforming Financial Services

January 25, 2022

 |  50

Upstart

Jeff Keltner

Senior Vice President Business Development

Back to Basics: AI Lending 101

January 18, 2022

 |  29

Keybank

Tony Hejna

EVP, Consumer Bank Chief Credit Officer

Safe is Risky: How Lenders Can Embrace Continuous Innovation

January 11, 2022

 |  39

Berkshire Bank

Nitin Mhatre

CEO

Leveling the Playing Field: How Community Banks Can Use AI to Achieve Personalized and Socially-Responsible Lending

January 5, 2022

 |  36

Upstart

Jeff Keltner

Senior Vice President Business Development

2021 Wrap Up: The Top Bold Predictions in Lending & What’s Ahead in the New Year

December 22, 2021

 |  28

Merkle, Inc.

Jonathan Gagliano

EVP, GM Financial Services

AI & Alternative Data: Having a Clear Idea of Your Ideal Customer

December 7, 2021

 |  46 mins

Consumer Bankers Association

Richard Hunt

President & CEO

Looking Towards the Future of Banking

November 30, 2021

 |  23 mins

Firstmark Credit Union

Nathanael Tarwasokono

President & CEO

Balancing Digital Touchpoints & Traditional Offerings

November 23, 2021

 |  23 mins

Upstart

Jeff Keltner

Senior Vice President of Development

Delivering a Better Digital Experience to Earn Trust & Loyalty

November 16, 2021

 |  22 mins

Abound Credit Union

Jake Darabos and Chuck Eads

Chief Financial and Administration Officer and Chief Lending Officer

How Credit Union Leaders Are Navigating Digital Transformation

November 9, 2021

 |  57 mins

Axos Bank

Anthony Capizzano

SVP of Direct Consumer Lending

Digital Banking: Bringing a Human Touch to a Branchless Experience

November 2, 2021

 |  39 mins

Unison Credit Union

Chad Van Handel

Chief Lending Officer

Driving Loan Demand Through Marketing Personalization

October 26, 2021

 |  33 mins

Flagstar Bank

Ted Krus

Director of Consumer and Indirect Lending

Product-Agnostic Lending: Focusing on What the Customer Needs

October 19, 2021

 |  36 mins

Liberty Bank

Matt Cammarota

Head of Retail Lending

Transforming Processes to Improve the Retail Lending Customer Experience

October 12, 2021

 |  28 mins

LendKey

Vince Passione

Chief Executive Officer and Founder

Education Loans and Credit Unions: LendKeys’ Partnerships Approach

October 5, 2021

 |  38 mins

Credit Union National Association

Ryan Donovan

Executive Vice President and Chief Advocacy Officer

Credit Union Advocacy: Key Areas of Focus to Improve Accessibility

September 28, 2021

 |  32 mins

Patelco Credit Union

Richard Wada

Chief Lending Officer

Modern Differentiators: Exceptional Experience & Relationship Management

September 21, 2021

 |  39 mins

Ohio Teamsters Credit Union

Drew Megrey

Former CEO

Entering a Digital World Through Partnerships

September 14, 2021

 |  29 mins

NAFCU

Dan Berger

President & CEO

How Credit Unions Can Prepare for a Successful Future

September 7, 2021

 |  41 mins

USAA

Mark Pregmon

GM of Consumer Lending Line of Business

Fast, Easy, Simple: Improving Customer Experience in a Digital World

August 31, 2021

 |  42 mins

First Horizon Bank

Tyler Craft

SVP, Head of VirtualBank & Fintech

The Rise of Cloud Core Banking Systems

August 24, 2021

 |  45 mins

WSFS Bank

Jim Wechsler

Chief Retail Lending Officer

The Modern Move Towards Experiential Banking

August 17, 2021

 |  32 mins

First Federal Bank of Kansas

Barry Cooper

Chief Sales Officer

How Fintech Partnerships Can Propel Consumer Lending

August 10, 2021

 |  56mins

Zions Bank

Sui Lang Panoke

Sr. Vice President - Diversity, Equity, Inclusion

Economic Inclusion: Developing a DEI Strategy

August 3, 2021

 |  28 mins

Apple Bank

Jim Matera

EVP/Chief Retail Banking Officer

Unsecured Lending: How AI Can Broaden Your Product Portfolio

July 27, 2021

 |  28 mins

WPCCU

Barry Roach

President & CEO

The Evolution of Credit Unions in a Digital World

July 20, 2021

 |  42 mins

American Bankers Association (ABA)

Rob Nichols

President and CEO

Economic Recovery & Regulatory Changes in Lending

June 29, 2021

 |  38 mins

Upstart

Jeff Keltner

SVP of Business Development

Unlocking the New Lending Experience: The Innovations of Hybridized Banking

July 13, 2021

 |  27 mins

Upstart

Val Gui

Vice President of Automotive Lending

Accelerating Auto Lending Through AI

July 6, 2021

 |  36 mins

Upstart

Nat Hoopes

VP of Government Relations and Regulatory Affairs

Rapid Changes in the Lending Landscape

June 22, 2021

 |  54 mins

Customers Bank

Sam Sidhu

Vice Chairman and Chief Operating Officer

Lending During a Global Pandemic: Customers Bank’s Road to Success

June 15, 2021

 |  54 mins

Wells Fargo

Nate Longfellow

Head of Digital, Product Strategy and Change Delivery - Home Lending

How to Serve Customers with Strategic Diversity

June 9, 2021

 |  43 mins

Gateway Community Bank

Gary Fan

Executive Vice President and Chief Banking Officer

Adapting and Partnering in a Brick & Mortar Industry

June 1, 2021

 |  32 mins

Drummond Community Bank

Matt Gallman

VP, Enterprise Risk Officer

Why Not Embracing Change is the Ultimate Risk for Banks

May 25, 2021

 |  31 mins

Teraverde Management Advisors

Jim Deitch

Founder & CEO

Taking Advantage of Data to Give Customers a Choice

May 18, 2021

 |  35 mins

Midwest Bank Centre

Danny Pogue

President of Commercial Retail and Small Business Sales at Midwest Bank Centre

How Community Banks are Building a High-Touch Digital Experience

May 11, 2021

 |  35 mins

Upstart

Paul Gu

Co-Founder and Head of Product

The Opportunity with AI Driven Lending

May 5, 2021

 |  35 mins

First National Bank of Omaha

Marc Butterfield

Senior Vice President of Innovation and Disruption

Disruption & Innovation of Banking Business Models

April 27, 2021

 |  38 mins

TCF Bank

Robert Perrelli

Senior Vice President, and Head of Product and Consumer Lending

Consultative Conversations: Bringing Humanity Back to Banking

April 20, 2021

 |  25 mins

First Financial Bank

Cathy Myers

Executive Vice President

Digitizing for a More Relevant Banking Experience

April 14, 2021

 |  28 mins

Consumer Bankers Association

Richard Hunt

President & CEO

Looking Towards the Future of Banking

April 7, 2021

 |  30 mins

Upstart

Jeff Keltner

Senior Vice President

Leaders in Lending Podcast Trailer

April 6, 2021

 |  6 mins