Category: Succession Planning

  • Does Banking Have a Looming Succession Planning Crisis?

    Succession planning has become a critical issue in the community banking sector, as aging leadership faces imminent retirement and younger generations express limited interest in the industry.  In a recent episode of the Community Bank Podcast, host Caleb Stevens (part of South State Bank’s Capital Markets and Correspondent Banking Division) explores this pressing topic with Brian Love (Travillian’s Head…

    Read More

  • Bank Board Insights Series Part IV: Are Bank Boards Risky Enough?

    Bank Board Insights Series Part IV: Are Bank Boards Risky Enough?

    Travillian Next’s Bank Board Insights Series IV reveals significant gaps in board-level expertise at banks with $1–$10B in assets—especially in risk management, cybersecurity, IT, and regulatory oversight. Private banks lag most, with many lacking transparency about board qualifications. The analysis underscores the urgent need for stronger governance, modern expertise, and a more strategic approach to…

    Read More

  • A Thriving Bank Requires a Thriving Board – Let’s Make it Happen!

    A Thriving Bank Requires a Thriving Board – Let’s Make it Happen!

    The role of the board is rapidly expanding in today’s dynamic banking and fintech landscape. No longer limited to traditional oversight, boards must now grapple with issues like digital transformation, cybersecurity, ESG, and talent strategy. In this Travillian Next feature, we break down seven essential priorities that can help boards move from reactive governance to…

    Read More

  • Travillian Attends Independent Bankers of Colorado 49th Annual Convention

    Travillian Attends Independent Bankers of Colorado 49th Annual Convention

    In late September, Brian Love, Head of Banking and Fintech at Travillian, spoke at the Independent Bankers of Colorado’s 49th Annual Convention in Vail. In a breakout session with board directors, Love and Christian Otteson of Otteson Shapiro LLP discussed key topics including corporate governance, compensation alignment, and succession planning for community banks. Alongside Anne…

    Read More

  • Minimizing Your Succession Risk: How Great Banks Plan their Talent Strategy

    Minimizing Your Succession Risk: How Great Banks Plan their Talent Strategy

    The dramatic decline in the number of community banks—down 70% since 1990—is largely driven by mergers and acquisitions, often prompted by aging leadership and insufficient succession planning. Experts emphasize that successful succession requires proactive, multi-year collaboration between the board and executive teams to identify and prepare internal heirs while also considering external talent. Real-world examples…

    Read More

  • 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…

    Read More

  • Best Practices and Recent Placements

    Best Practices and Recent Placements

    Hiring in today’s competitive market requires a thoughtful approach. Travillian outlines five key strategies for attracting and retaining top banking and fintech talent: tell your company’s story to stand out, move quickly through the hiring process, hire for cultural fit and train for skills, invest in a strong onboarding experience, and leverage experienced recruiters like…

    Read More

  • A Conversation with Brian Love

    A Conversation with Brian Love

    Brian Love, Head of Travillian’s Depository Search team, joined Tom Bengtson, publisher of Bankbeat.biz/BankBeat Magazine, for an insightful conversation on key talent issues facing the banking industry today. They discussed the evolving landscape of succession planning, leadership development, and hiring opportunities in a post-COVID world—highlighting the importance of strategic talent management for community banks navigating…

    Read More