Calling All Bank Directors
Challenger Core Systems, Part 2 | Calling All Bank Directors Ep. 39

Challenger Core Systems, Part 2 | Calling All Bank Directors Ep. 39

October 25, 2021

In this episode, banking and corporate attorney Dub Sutherland will discuss how to plan for and negotiate agreements involving core challenger systems as an alternative or adjunct to the Old Guard core systems, and the role of your board of directors.

Dub is a partner at Kennedy Sutherland and former community bank CEO. As an advisor to community banks, he guides his clients in the implementation of new business models and identification of new technologies to maintain relevancy in a rapidly changing environment. 

*****

Thanks to our guest, Dub Sutherland: https://www.linkedin.com/in/dub-sutherland-1552686/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

Challenger Core Systems, Part 1 | Calling All Bank Directors Ep. 38

Challenger Core Systems, Part 1 | Calling All Bank Directors Ep. 38

September 27, 2021

In this episode, banking and corporate attorney Dub Sutherland will discuss whether your bank should consider core challenger systems as an alternative or adjunct to the Old Guard core systems and, if so, how. He will also address the role of the board of directors in guiding management to evaluate, in concert with outside advisors if needed, alternative systems.

Dub is a partner at Kennedy Sutherland and former community bank CEO. As an advisor to community banks, he guides his clients in the implementation of new business models and identification of new technologies to maintain relevancy in a rapidly changing environment. 

*****

Thanks to our guest, Dub Sutherland: https://www.linkedin.com/in/dub-sutherland-1552686/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

Bank Technology, Part 2 | Calling All Bank Directors Episode 37

Bank Technology, Part 2 | Calling All Bank Directors Episode 37

August 16, 2021

Host and AABD President David Baris is joined again by Remedy Consulting partner Charlie Kelly to continue their conversation on what bank directors need to know about bank technology and questions to ask their CEO.

Charlie will discuss the bank board role in technology contracts, the biggest risks in those contracts, the special events that need to be anticipated during the life of the contract, the time needed for renegotiating contracts or finding another vendor and conducting deconversions, and pricing and negotiation of technology contracts.

Remedy Consulting advises banks and credit unions on system selections and contract negotiation, vendor management, mergers and acquisitions, and technology strategy. Charlie hosts a thought leadership podcast for bank executives called BankTalk.

Prior to Remedy, Charlie served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contract setting products and pricing strategy.

*****

Thanks to our guest, Charlie Kelly: https://www.linkedin.com/in/charlie-kelly1/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

Bank Technology, Part 1 | Calling All Bank Directors Episode 36

Bank Technology, Part 1 | Calling All Bank Directors Episode 36

July 13, 2021

This week, Host and AABD President David Baris is joined by Remedy Consulting partner Charlie Kelly to discuss what bank directors need to know about bank technology and questions to ask their CEO.

Charlie will discuss the banking products that drive the need for technology, questions on whether to rely on a single vendor, planning for the long process of renewing a core processing contract or finding a new vendor, and gaining an understanding of the bank’s current and future technology needs that can support and strengthen the customer relationship.

Remedy Consulting advises banks and credit unions on system selections and contract negotiation, vendor management, mergers and acquisitions, and technology strategy. Charlie hosts a thought leadership podcast for bank executives called BankTalk.

Prior to Remedy, Charlie served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contract setting products and pricing strategy.

*****

Thanks to our guest, Charlie Kelly: https://www.linkedin.com/in/charlie-kelly1/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

ALCO and Investments, Part 4 | Calling All Bank Directors Ep. 35

ALCO and Investments, Part 4 | Calling All Bank Directors Ep. 35

June 21, 2021

This week, Host and AABD President David Baris is joined again by Will Taylor to discuss current and prospective issues affecting your bank’s ALCO and investments.

Will has been the Director of the Portfolio Management Group at Vining Sparks.  He has extensive knowledge and experience of balance sheet management techniques and investments.  He has served on the faculty of Southwest School of Banking, Mid-South School of Banking, and the Western Independent Bankers Bond University.

Will discusses the current and future prospects for interest rates and how a bank may plan for interest rate changes.  He will also provide advice on how bank boards and ALCO committees can play an important role in overseeing this risk and the importance of ALCO policies and implementation.

*****

Thanks to our guest, Will Taylor.

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

ALCO and Investments, Part 3 | Calling All Bank Directors Ep. 34

ALCO and Investments, Part 3 | Calling All Bank Directors Ep. 34

May 24, 2021

This week, Host and AABD President David Baris is joined again by Will Taylor to discuss current and prospective issues affecting your bank’s ALCO and investments.

Will has been the Director of the Portfolio Management Group at Vining Sparks. He has extensive knowledge and experience of balance sheet management techniques and investments. He has served on the faculty of Southwest School of Banking, Mid-South School of Banking, and the Western Independent Bankers Bond University.

Will discusses the current and future prospects for interest rates and how a bank may plan for interest rate changes.  

*****

Thanks to our guest, Will Taylor.

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

ALCO and Investments, Part 2 | Calling All Bank Directors Ep. 33

ALCO and Investments, Part 2 | Calling All Bank Directors Ep. 33

May 3, 2021

Host and AABD President David Baris is joined again by Will Taylor to discuss current and prospective issues affecting your bank's ALCO and investments.

Will has been the Director of the Portfolio Management Group at Vining Sparks. He has extensive knowledge and experience of balance sheet management techniques and investments. He has served on the faculty of Southwest School of Banking, Mid-South School of Banking, and the Western Independent Bankers Bond University.

Will discusses the current and future prospects for interest rates and how a bank may plan for interest rate changes. He also provides advice on how bank boards and ALCO committees can play an important role in overseeing this risk.

*****

Thanks to our guest, Will Taylor.

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

ALCO and Investments, Part 1 | Calling All Bank Directors Ep. 32

ALCO and Investments, Part 1 | Calling All Bank Directors Ep. 32

April 26, 2021
This week, Host and AABD President David Baris is joined by Will Taylor to discuss current and prospective issues affecting your bank’s asset-liability management and investments.
 
Will Taylor has been the Director of the Portfolio Management Group at Vining Sparks. He has extensive knowledge and experience of balance sheet management techniques and investments. He has served on the faculty of Southwest School of Banking, Mid-South School of Banking, and the Western Independent Bankers Bond University.
 
Will discusses the current and future prospects for interest rates and how a bank may plan for interest rate changes. He will also provide advice on how bank boards and ALCO committees can play an important role in overseeing this risk.
 

*****

Thanks to our guest, Will Taylor.

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

CRA, Fair Lending, and Fair Banking | Calling All Bank Directors Ep. 31

CRA, Fair Lending, and Fair Banking | Calling All Bank Directors Ep. 31

February 23, 2021

This week, host and AABD President David Baris is joined by Ken Thomas, one of the leading experts on CRA in the country. If he doesn’t know the answer, no one does.  He also is the president of Community Development Fund Advisors and serves as a director of a community bank in New York and as Chair of the Nominating and Corporate Governance Committee. He was a lecturer at Wharton for 42 years.

Ken will discuss CRA, fair lending, and fair banking in light of the anticipated challenges from the new Biden administration. He will provide advice on how bank boards can play an important role in overseeing this risk and helping their bank meet not just responsibilities under law but also to the community.

As Ken says in the podcast episode, if it hasn’t happened yet, it will.  This should be a front burner issue for bank directors.

*****

Thanks to our guest, Ken Thomas: https://www.linkedin.com/in/ken-thomas-2371a8125/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

The Human Element in Bank Examinations, Part 2 | Calling All Bank Directors Ep. 30

The Human Element in Bank Examinations, Part 2 | Calling All Bank Directors Ep. 30

February 8, 2021

This week, host and AABD President David Baris is joined again by Tom Fitzgerald to conclude their discussion on how to prepare for your next bank examination. Tom will discuss the human interaction between a bank and an examiner that can be crucial to the results - there is more to an examination than just the facts.

Tom was a National Bank Examiner and Senior Executive at the Comptroller of the Currency, then a Senior Consultant at Promontory.  He examined numerous national banks during and after the S&L crisis and supported rehabilitation efforts for many of them, and at Promontory, he assisted banks to address regulatory concerns with their financial condition.

*****

Thanks to our guest, Tom Fitzgerald: https://www.linkedin.com/in/thomas-fitzgerald-01297b36/ 

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.

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