Category: Strategy

  • Finding the Right Tech Leadership: MidWestOne Bank’s CIO Hiring Journey

    As MidWestOne Bank grew across multiple states, its leadership realized that advancing tech leadership was essential to meet evolving technology demands. The key question became: when is the right time to hire a Chief Information Officer, and how do you find the right tech leader to drive lasting transformation? In a conversation hosted by hosted…

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  • Lessons Learned: Insights from an Ex-FDIC Regulator on Navigating Bank Collapses

    Lessons Learned: Insights from an Ex-FDIC Regulator on Navigating Bank Collapses

    In this Travillian Next episode, former FDIC official and current JCSmithAdvisors Managing Director Alexander Rolfe joins Brian Love and Indra Elangovan to unpack the regulatory and risk lessons from the Silicon Valley Bank failure. Rolfe brings his examiner experience to the table, analyzing the unseen risks of inflation, post-failure headwinds, and the challenges facing deposit…

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  • High Valued Banks Video Series Continued:  A Conversation with Stock Yards’ Ja Hillebrand and Lake City’s David Findlay

    High Valued Banks Video Series Continued: A Conversation with Stock Yards’ Ja Hillebrand and Lake City’s David Findlay

    In this episode of Travillian Next, Brian Love and Joe Fenech continue their video series spotlighting top-performing public banks by sitting down with Ja Hillebrand, CEO of Stock Yards Bank & Trust, and David Findlay, CEO of Lake City Bank. The conversation highlights the strategic consistency and discipline both leaders have employed to guide their…

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  • Redefining the Role: How a Strategic CFO Thrives in Community Banking

    Redefining the Role: How a Strategic CFO Thrives in Community Banking

    In this Travillian Next episode, Andy Borrmann, former CFO of Southcrest Bank and Colony Bank, shares insights from his unique path from investment banking to community banking. He and Brian Love, Head of Banking & Fintech at Travillian, discuss how the CFO role has evolved since the 2008 financial crisis—especially in light of recent high-profile…

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  • The Highest Valued Bank Stocks Share Some Surprising Traits

    The Highest Valued Bank Stocks Share Some Surprising Traits

    This Travillian Next article examines why certain banks consistently trade at the highest valuation premiums. Key findings reveal that these banks tend to be long-established, often founded over a century ago, and deeply entrenched in stable, slower-growth markets where they hold dominant deposit market shares. They typically have strong funding profiles supported by low-cost, sticky…

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  • The Alamo for Community Banks: A Conversation with Matthew Smith – Director of Strategic Initiatives for Independent Banks Association of Texas (IBAT)

    The Alamo for Community Banks: A Conversation with Matthew Smith – Director of Strategic Initiatives for Independent Banks Association of Texas (IBAT)

    Community banks face mounting competition from fintechs, megabanks, Big Tech, and even retailers like Walmart, all investing heavily in innovation. Matthew Smith, a seasoned community banker with experience at Happy State Bank and First United Bank, now leads digital transformation efforts at the Initiatives for Independent Banks Association of Texas (IBAT). Passionate about BaaS, embedded…

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  • Succession Planning: Be Proactive. Be Collaborative. And Do It Now.

    Succession Planning: Be Proactive. Be Collaborative. And Do It Now.

    In this discussion, Brian Love, Head of Banking & Fintech at Travillian, sits down with Jeff Cardone, Partner at Luse Gorman, to explore the critical role of succession planning in community banking. Cardone explains how gaps in leadership succession often lead to M&A activity and discusses the importance of engaging key decision makers to gain…

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  • The Travillian Group Introduces FI Core Staffing to Deepen its Reach within Financial Insitutions & Financial Technology

    The Travillian Group Introduces FI Core Staffing to Deepen its Reach within Financial Insitutions & Financial Technology

    The Travillian Group has launched FI Core Staffing, a new division designed to address critical mid-level roles within financial institutions—positions that are essential to operations but often overlooked by executive search firms. FI Core Staffing will focus on niche areas such as BSA/AML, Finance & Accounting, Operations, and Technology. Backed by Travillian’s two decades of…

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  • Talent and Strategy Will Help Banking Evolve

    Talent and Strategy Will Help Banking Evolve

    The Travillian Group’s Depository Search leaders, Brian Love and Keith Daly, joined Bryan Claggett on his Bad Ass Banking webcast for a lively and engaging conversation about how talent and innovation intersect in today’s community banking and fintech landscape. They explored how the right leadership and team dynamics fuel growth and transformation in a rapidly…

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