On the Balance Sheet® - podcast cover

On the Balance Sheet®

Darling Consulting Groupwww.buzzsprout.com

Darling Consulting Group’s podcast series interviewing executives from community banks and credit unions about key industry and economic issues.

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Episodes

Amey Sgrignoli, Belco Community Credit Union (PA)

In this month’s episode, Vin, Zach, and DCG Managing Director Mike Mitchell speak with Amey Sgrignoli, CEO of Belco Community Credit Union in Harrisburg, Pa – recently named one of the "Most Powerful Women in Credit Unions" by American Banker. Amey chronicles her professional journey, which started in the “trenches” and transitioned into a leadership role at a $900 million credit union. She discusses innovation in the credit union space, how she balances growth with intentionality around safety ...

Feb 14, 202336 minSeason 2Ep. 2

Special Episode: Matthew Pieniazek, Darling Consulting Group

In the first episode of season 2, Vin and Zach sit down with DCG President and CEO Matt Pieniazek to discuss his predictions for the new year. The three delve into subjects including identifying the critical issues for banks and credit unions to get right in 2023, what leading ALCOs are focusing on to operate as profit centers, lessons on deposits and lending from DCG’s predictive models, and why institutions must change their conversations or risk falling behind. For more insights and ideas, vi...

Jan 24, 202355 minSeason 2Ep. 1

BJ Goetz, Middletown Valley Bank (MD)

In episode #10, Vin and Zach dive into an engaging conversation with BJ Goetz, President & CEO of Middletown Valley Bank in Maryland. BJ discusses how a hyperfocus on customers drove the bank’s evolution from a $140 million rural institution into a publicly traded $900 million “technology company that handles people’s money” in just over a decade. He chronicles his journey from teller to Chief Executive Officer, his experiences delving into the capital markets, perspectives on value creation...

Dec 14, 202238 minSeason 1Ep. 10

Jay Tuli, Leader Bank (MA)

In a riveting episode #9, Leader Bank (MA) President Jay Tuli joins the show. Jay, along with Vin, Zach, and DCG Principal Mike Carney, explores Leader Bank’s path since opening its doors 20 years ago. The group probes Leader Bank’s culture of experimentation and continuous innovation, how to get the best talent and delight customers, and “modern banking with a human touch.” For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn ....

Nov 15, 202232 minSeason 1Ep. 9

Andrew Silsby, Kennebec Savings Bank (ME)

In episode #8, Kennebec Savings Bank (Augusta, ME) President & CEO Andrew Silsby joins Vin, Zach, and DCG Executive Director Keith Reagan. The group delves into an assortment of interesting topics, ranging from Andrew’s deep background in banking and his thoughts on management trainee programs and developing future leaders, what it truly means to be a community bank, deposit growth and pricing, and Maine’s mini Fenway Park. For more insights and ideas, visit DCG at DarlingConsulting.com or f...

Oct 12, 202240 minSeason 1Ep. 8

Julie Thurlow, Reading Cooperative Bank (MA)

In this episode, Reading Cooperative Bank President & CEO Julie Thurlow joins Vin, Zach, and DCG’s own Managing Director Frank Farone. The four engage in a dynamic discussion that includes dives into Julie’s experiences designing fintech and payment solutions for RCB’s customers, her “aha” moment during the Super Bowl, how she’s survived collaborating with Frank for three-plus decades(!), and much more. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn ...

Sep 12, 202231 minSeason 1Ep. 7

Special Episode: Kyle Hauptman, Vice Chair, NCUA

Whether you work at a credit union or a bank, you will not want to miss this special episode of “On the Balance Sheet” with the National Credit Union Administration’s Vice Chair Kyle Hauptman. Kyle joins Vin and Zach to talk about a wide variety of topics, including his experiences in the banking world and how they shaped his mission in the public sector, working in the Senate and on a Presidential campaign, common sense regulation, and even a nod to Blockbuster Video. For more insights and idea...

Aug 09, 202240 minSeason 1Ep. 6

Lloyd Hamm, Newburyport Bank (MA)

In episode #5, Newburyport Bank CEO & President Lloyd Hamm joins Vin, Zach, and DCG Managing Director Darnell Canada for an in-depth conversation on the importance of branding and being a “full-service” bank for customers. The four dig into why messaging, imagery, and standardization are critical to developing a strong and long-lasting culture – as well as hedgehogs. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn ....

Jul 13, 202233 minSeason 1Ep. 5

Mike Bilski and Joe Polaczyk, North American Banking Company (MN)

In episode #4, North American Banking Company CEO Mike Bilski and CFO Joe Polaczyk join Vin and Zach for a wide-ranging exploration of the essential role of emerging technologies in banking strategy and innovation. Their discussion focuses on NABC’s ACH and Payments Processing businesses and white label P2P product ExcheQ, perspectives on vetting potential fintech partners, and the importance of banks making successful investments in future technologies today. For more insights and ideas, visit ...

Jun 15, 202235 minSeason 1Ep. 4

Aaron Dorn, Studio Bank (TN)

In episode #3, Aaron Dorn, Founder, Chairman, CEO & President of Studio Bank in Nashville, Tennessee joins the show. Aaron, Vin, and Zach tackle an array of subjects in this exciting interview, ranging from the thrills and challenges of building a de novo bank, the importance of hiring great people, developing your institution’s value proposition, and his outlook on the future of the banking industry. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn ....

May 11, 202236 minSeason 1Ep. 3

Jonathan Baird, Peoples Bank (AR)

In episode #2, Jonathan Baird, CFO of Peoples Bank in Magnolia Arkansas, joins Vin and Zach on a range of hot topics. They discuss core deposit generation solutions for community banks, the role of fintech in banking, continued disintermediation in financial products / services, the role of blockchain, and Bitcoin as a “monetary system.” Please join us for a conversation that marries traditional banking topics with emerging technologies and their influence on community financial institutions. Fo...

Apr 13, 202238 minSeason 1Ep. 2

Alan Shettlesworth, Main Bank (NM)

In this episode, Alan Shettlesworth joins the podcast to discuss his industry observations and outlook for lending and deposit gathering. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn .

Mar 02, 202238 minSeason 1Ep. 1
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