NextGen Banker

Charles Potts: Driving Innovation in the Community Banking Sector

Charles Potts is bringing technology to the community banking industry. Potts, the chief innovation officer for the Independent Community Bankers of America, connects community banks with fintech partners to develop innovative solutions that help bankers and consumers. Potts talks with David about the challenges community banks face in today’s tech-driven world and the opportunities they…

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Jennifer Liu: Anchorage Digital’s Crypto Solutions

Banks and other institutions looking to enter the crypto space want security and regulation. Anchorage Digital offers both. Anchorage is the first federally chartered crypto bank and offers institutions custody, staking, governance, trading and financing solutions for digital assets. Jennifer Liu, Anchorage Digital’s head of lending, talks with Bryan and Becca about what Anchorage does…

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Martin Rohner: The Global Alliance for Banking on Values

Martin Rohner never intended to work in finance. In fact, Rohner, the executive director of the Global Alliance for Banking on Values, started his career in the airline industry. But he soon realized he wanted to do something that created real impact – and sustainable banking fit the bill. Rohner talks with David about the…

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Ahon Sarkar: Personalizing the Financial Experience

Ahon Sarkar wants to make finance more “human.”That means personalizing financial experiences, creating diverse product offerings and making sure everyone has access to free and fair banking.Sarkar, the general manager of Q2’s Helix platform, talks about the future of embedded finance and the importance of helping consumers reach their financial goals through tailored products and…

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Aaron McCreary: Climate Fintech

Climate and finance might seem mutually exclusive. In fact, they’re closely connected. Aaron McCreary of Doconomy talks with David about climate fintech and how financial institutions can better track their carbon footprint. McCreary also discusses his path to a career in sustainability and what consumers can expect in the future when it comes to eco-friendly…

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St. Paul Mayor Melvin Carter: Prioritizing Equity in Minnesota’s Capital City

St. Paul Mayor Melvin Carter refers to his time as mayor as a “journey.”And a large part of that journey has homed in on creating greater equity in Minnesota’s capital city. Carter, first elected in 2017, has raised the city’s minimum wage, started a college-savings program for St. Paul youth and allocated resources to St….

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Michelle Tran: Empowering Women in Fintech

As a financial industry veteran, Michelle Tran knows there’s a need for greater diversity in banking and fintech.That’s why she started NYC Fintech Women, a group of more than 8,000 women supporting each other to create more opportunities for females in financial technology roles. Michelle talks with Becca and Bryan about gender-equity in fintech and…

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Andre Beaupre: Prioritizing Purpose in The Corporate Sector

How can companies work towards more than just a profit? Andre Beaupre explores that question in his book, “The Purposeful Nine and Soulful Advantage,” which showcases nine companies integrating socially and environmentally responsible tactics into their everyday work. Andre, who also founded the strategic consulting firm Soulful Advantage, talks with David about the movement withinthe corporate sector…

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Katrin Kaufer: Finance as a Catalyst for Change 

Katrin Kaufer is an expert in values-based banking. Kaufer, a research affiliate at the Massachusetts Institute of Technology, directs and co-created the Global Alliance for Banking on Values Leadership Academy. She is also the director of the Just Money Program at MIT’s Community Innovator’s Lab and has co-authored two books on sustainable finance. Kaufer talks…

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South By Southwest 2022: A Recap of Our Time in Austin

Even though the festival took place in March, we’re still talking about what we learned at South By Southwest. The Sunrise Banks team heads to Austin every year to hear about emerging trends in finance and the latest in banking technology. In this episode, Becca and Bryan play interviews we conducted with festival goers this…

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Kevin Edwards: What Makes a Real Leader?

Kevin Edwards has learned a lot about leadership during his time at Real Leaders. Edwards, the company’s vice president of growth, hosts the Real Leaders Podcast and has interviewed hundreds of executives who put social and environmental responsibility at the forefront of their organizations. Edwards talks with Becca and Bryan about social entrepreneurship, what motivates…

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Wole Coaxum: Bridging the Racial Wealth Gap

Wole Coaxum, the founder and CEO of Mobility Capital Finance (MoCaFi), talks with David about MoCaFi’s work to bridge the racial wealth gap as well as the advantages fintech has in better serving a diverse group of consumers. Coaxum, a former Wall Street executive, also discusses his move to become an entrepreneur and how he…

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