NextGen Banker

Charlene Li: The Disruption Mindset

Charlene Li is a New York Times Bestselling author focused on disruption: What it is, how companies can become more disruptive and what that means for organizations and their culture. Charlene’s book, “The Disruption Mindset,” homes in on the topic and debunks some preconceived notions about what true disruption looks like. Every company wants to…

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Jasmin Panjeta: A Journey in Values-based Banking

Jasmin Panjeta started his career in cybersecurity but quickly learned it wasn’t for him. What he did know, however, was that he wanted to work for an organization that valued more than the bottom line. Enter Jasmin’s journey in values-based banking. Today Jasmin is a communications and public relations professional working for Oikocredit, a worldwide…

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The Banking Habits of Gen Z: How Can Banks Best Serve Young Consumers?

We know that the next generation wants fast, easy access to their bank accounts – and that they rarely, if ever, set foot inside a physical bank branch. But aside from convenience, what other concerns does Gen Z have when it comes to their personal finances?We went to local universities to talk with students about…

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Darrin Williams: Creating Economic Opportunity in Rural and Underserved Communities

Darrin Williams’ career is a unique combination of business, law, and politics. Currently serving as the CEO of Southern Bancorp, Inc., Williams oversees the strategic direction and operations of each of Southern’s three Community Development Financial Institutions (CDFI): Southern Bancorp, Inc., a bank holding company; Southern Bancorp Bank, one of America’s largest rural development banks; and Southern Bancorp Community…

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Melissa Koide: Navigating the AI Frontier in Financial Services

Melissa Koide is the CEO of FinRegLab, a nonprofit research center that tests new technologies and data and facilitates dialogue to inform public policy and drive the financial sector toward a responsible and inclusive financial marketplace.FinRegLab is focusing on big questions surrounding data and Artificial Intelligence: How should it be regulated? How can it help…

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Jeannine Jacokes: Community Development Banking and Social Responsibility

Jeannine Jacokes is the chief executive and policy officer for the Community Development Bankers Association and the CEO of Partners for the Common Good, a national nonprofit loan fund. She also has experience on the Hill, having worked with the U.S. Department of the Treasury and as a staff member on the U.S. Senate Committee…

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Theo Lau: Going Beyond Good Through Purpose-Driven Business

Theo Lau is an author, podcast host, startup advisor and public speaker. She wrote “Beyond Good: How Technology is Leading a Purpose-Driven Business Revolution,” with Bradley Leimer. Theo talks with David about the role companies can play in fighting inequality and working towards the common good.

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Jennifer Tescher: Measuring Financial Health

Jennifer Tescher is an expert on financial health and the founder of the Financial Health Network. Jennifer talks with David about how to define and measure financial health as well as what role banks and fintechs can play in ensuring consumers reach their financial goals.

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Jason Henrichs: Moving at the Speed of Fintech

Jason Henrichs is a veteran in the fintech space. He’s the founder of Fintech Forge and a co-founder of Alloy Labs, along with being a host on Breaking Banks, the #1 global fintech radio show and podcast. Jason talks with David about the importance of adaptability in an ever-changing fintech environment as well as what…

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Dr. Tia Kansara: Rethinking Corporate Success with an Eye Towards Sustainability

Dr. Tia Kansara is an award-winning entrepreneur, lecturer and author. She’s also the CEO of Replenish Earth, an organization that helps governments, businesses and individuals become more environmentally sustainable. Dr. Kansara talks with David about mindfulness, the ability to adapt in a post-pandemic world and how changing our definition of “success” can pave the way…

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Jo Ann Barefoot: Maintaining an Adventurous Spirit in Financial Regulation

Jo Ann Barefoot is the CEO & Cofounder of Alliance for Innovative Regulation, a podcast host and a former deputy comptroller of the currency. Jo Ann chats with David about the age-old dilemma faced in finance: how to reconcile the speed of tech with the bureaucratic nature of regulation. The biggest point Jo Ann wants bankers to…

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Apple Crider: Demystifying Personal Finance

Apple Crider is an entrepreneur, podcast host and Youtuber focused on personal finance. His content aims to demystify the financial world for his viewers, especially young people. Listen as Apple talks with David about entrepreneurship, what the younger generation thinks about brick-and-mortar banks and how to narrow your focus to become more efficient.

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