Best ABA Career Insights Podcast Podcasts (2024)

1
M&A outlook with Paul Davis 14:28

42m ago14:28

14:28

At the midpoint of the year, what’s the M&A outlook like for community banks? On the latest episode of the ABA Banking Journal Podcast, ABA Banking Journal Contributing Editor Paul Davis discusses what he’s seeing with mergers and acquisitions and what to expect for the remainder of 2024. Davis, the founder of the Bank Slate newsletter, also discus…

1
Energy Law Insights for 2024: Grid Evolution - Navigating FERC Order 1920 31:25

8m ago31:25

31:25

Explore the implications of FERC Order 1920, a pivotal regulation set to reshape the landscape of energy transmission in the United States. This episode will discuss implications of the Order, focusing on enhanced long-term planning and transparency mandates, the integration of state entities in cost allocation processes, and the requirement for tr…

1
Global Climate Change and U.S. Law, Third Edition: Episode 1 - Federal Climate Law 56:28

23h ago56:28

56:28

In the series Global Climate Change & U.S. Law, editors Jody Freedman, Michael B. Gerrard, and Michael Burger explore the pivotal themes in their book Global Climate Change and U.S. Law, Third Edition. In this first episode, Jody talks with chapter authors Tom Lorenzen, a Partner at Crowell & Moring LLP, and Jim Rossi, Professor of Law at Vanderbil…

1
Understanding how monetary policy shapes SOFR 12:30

2d ago12:30

12:30

On this episode of the ABA Banking Journal Podcast, ABA economist Jeff Huther discusses recent dynamics with the Secured Overnight Financing Rate, the “world’s most important number.” Huther delves into topics in his his new ABA DataBank essay, exploring how quantitative tightening has pushed SOFR toward the upper end of the Federal Open Market Com…

1
Episode 136- Aliant, a New Global Model for Practicing Law with Jacob Stein 31:58

4d ago31:58

31:58

Law is a conservative profession where change happens slowly. Law firms generally lag far behind accounting firms in creating new models. But since the explosion of the internet in the late 1990s, that rate of change has begun to accelerate. And with the rapid proliferation of ChatGPT and other AI tools, law will surely undergo a lot more change in…

1
Banking and the American founding era 15:06

11d ago15:06

15:06

To mark Independence Day this week, this classic replay episode of the ABA Banking Journal explores the role of banking and finance in the American Revolution and the founding era. John Steele Gordon is an acclaimed economic historian whose books include Hamilton’s Blessing, The Great Game and An Empire of Wealth; he is also the ABA Banking Journal…

1
What the C-suite needs to know about redlining enforcement 24:32

16d ago24:32

24:32

“We’re seeing banks that have never been scrutinized before for redlining and being told that they have risk that they have not before and risk in ways that they’ve never really viewed it before,” says Andrea Mitchell. “We’re in some new territory, and I think it’s important for CEOs to understand what their compliance officers and legal department…

1
Episode 135-Tackling Mental Health Issues in the Law with Amy Levine and LCL 25:28

19d ago25:28

25:28

Attorney well-being continues to be a hot topic in the legal community. While the most severe effects of the pandemic are now behind us, mental health continues to be a significant issue in our profession. But there is a lot being done to address these challenges. To provide some context, several years ago, the Report of the Task Force on Lawyer We…

1
A bank CEO’s front-seat view of risk, survival and recovery 21:40

23d ago21:40

21:40

Brent Beardall thinks bankers need to be more comfortable with risk. “We’re not out there taking crazy risk, but my point is don’t be afraid to fail,” says the president and CEO of WaFd Bank, based in tech-focused Seattle. “If you’re going to fail: fail quickly, fail small. That’s the two requirements I have, because if you’re not failing, you’re n…

1
Building successful careers in bank risk and compliance (part 2) 24:08

30d ago24:08

24:08

“I need people who understand technology and the business more than I need people who understand compliance,” says Greg Imm, who recently retired as chief compliance officer at M&T Bank. “I can teach them compliance. I cannot teach them technology. We are paying much more attention on what is going on in technology that never existed five, six year…

1
Building successful careers in bank risk and compliance (part 1) 26:22

1M ago26:22

26:22

In a time of heightened regulatory risk and business challenges, “that’s where the risk professionals become very important,” says David Kelly, CERP, who recently retired as chief risk officer at Denver-based FirstBank. “Those relationships across business lines, because the risk will flow across those business lines, and getting stakeholders toget…

1
Episode 134-Law Firm Succession Planning with David Wood 44:02

1M ago44:02

44:02

As the baby boomer generation of lawyers approaches retirement, many firms are facing the looming challenge of ensuring a seamless transition for their clients. This process is not just about maintaining business continuity but also about safeguarding the firm's legacy and client relationships. Unfortunately, many firms are not adequately addressin…

1
Pathward’s road to innovation in financial inclusion 17:12

1M ago17:12

17:12

On the latest episode of the ABA Banking Journal Podcast — sponsored by Biz2X — Anthony Sharett, president of Pathward N.A., discusses how his FDIC-insured bank works alongside depository institutions to expand offerings that enhance financial inclusion and reach the unbanked. Sharett discusses Pathward’s reloadable co-branded prepaid card business…

1
Episode 133-Transitioning to In-house From Litigation and Building a Legal Team—With Matt Campobasso 36:57

1M ago36:57

36:57

For many lawyers in private practice, going in-house is the ultimate goal. For transactional lawyers and for some specialties like employment law, the path to a corporate role is more obvious. For litigators, less so. Most companies outsource a lot of their litigation because the need tends to fluctuate. But litigators can bring valuable skills to …

1
Energy Law Insights for 2024: An Introduction with the Energy Committee Chairs 23:47

2M ago23:47

23:47

Join our esteemed Chairs as they illuminate the most pressing topics and key issues in energy law that will shape the year ahead. From regulatory changes and sustainability challenges to groundbreaking technologies and market dynamics, this introduction to the upcoming energy law series promises a front-row seat to the discussions that matter most …

1
Maximizing business, client value from SBA loan programs 19:09

2M ago19:09

19:09

What’s new with Small Business Administration lending this year, and how can bankers maximize the value of the SBA loan guaranty programs? On the latest episode of the ABA Banking Journal Podcast — sponsored by Biz2X — Erik Daniels of U.S. Bank, the nation’s fourth-largest SBA originator by number of loans, talks about how U.S. Bank builds SBA into…

1
Episode 132-My Return to Live Conferences 6:41

2M ago6:41

6:41

I was beginning to think that live conferences were in my rear view mirror...until I attended the Annual Education Conference of the National Association for Law Placement. It was my first live conference in over four years. And I was like a kid in a candy shop. While I've made a point of going to an occasional live event, especially in the last tw…

1
Is it time to kill the paper check? 24:40

3M ago24:40

24:40

Checks have become so marginal that the Federal Reserve’s Survey of Consumer Payment Choice relegates them to a category of “other,” which, along with prepaid cards and money orders accounted for less than 9 percent of all payments in 2022. But checks aren’t entirely dead, with 11.2 billion still written in the U.S. in 2021. Meanwhile, their use by…

1
Policy and Regulation: A Fireside Chat with Joseph Goffman 28:40

3M ago28:40

28:40

Joe Goffman, Principal Deputy Assistant Administrator for Air and Radiation at the U.S. Environmental Protection Agency, and Chuck Knauss, former lead Republican Counsel to the House Energy and Commerce Committee during the 1990 Clean Air Act Amendments, discuss the Office of Air and Radiation’s recent accomplishments and its priorities for the com…

1
Episode 131-Becoming Memorable with Merry Neitlich 37:23

3M ago37:23

37:23

We’ve talked a lot on this show about sales and marketing and how selling legal services is different than selling a product. That’s good news for those of us in the legal industry because many of us don’t like the thought of being a salesperson. Selling legal services is about relationships building. The challenge, however, is that clients general…

1
How a Georgia community bank engaged employees at 3X the national rate 26:22

3M ago26:22

26:22

According to newly released Gallup figures, just 30 percent of American workers are engaged in their work. The rest are described as disengaged, with 17 percent actively disengaged, “which means they are literally trying to sabotage the organization,” notes Neil Stevens, president and CEO of Oconee State Bank in Oconee, Georgia. “Gallup also says t…

1
Tackling big goals for Financial Literacy Month 11:56

3M ago11:56

11:56

For Financial Literacy Month in April, the ABA Banking Journal Podcast — presented by R&T Deposit Solutions — features a conversation on how banks are engaging their communities with financial education. The ABA Foundation’s Kelsey Havemann discusses a brand-new K-2 Teach Children to Save curriculum launching soon, and Lindsay Torrico talks about t…

1
Episode 130-Emotional Intelligence and EQ i-2.0 With Susan Schwartz 36:28

3M ago36:28

36:28

I've had a number of guests on this show speaking about leadership. A large part of this is that I'm very interested in the subject. But I also feel that this is a skill set that is often neglected in the legal profession. As lawyers, we learn a lot about our craft in law school and even more once we are in practice. As professionals, we are taught…

1
The CEO view from Main Street 33:28

3M ago33:28

33:28

What’s the CEO-eye view on the U.S. economy, business conditions and the regulatory environment for banks? This week’s episode of the ABA Banking Journal Podcast — presented by R&T Deposit Solutions — features a conversation with ABA’s Peter Cook and four bank CEOs from across the country. In the conversation, they discuss local economic conditions…

1
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney 27:19

4M ago27:19

27:19

Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain control over personal affa…

1
The Points Guy on why credit card rewards matter 26:54

4M ago26:54

26:54

“These rewards are more than just Amex, Chase, Citi,” says Brian Kelly, founder of the popular travel site The Points Guy. “Well over half of Americans have some form of rewards, often through their community banks — and to a lot of people, cash back rewards.” This bonus episode of the ABA Banking Journal Podcast — presented by Alkami — features a …

1
Episode 129-Law Firm Leadership with Kristi Royse 40:29

4M ago40:29

40:29

The practice of law has evolved a lot in the three decades since I graduated from law school. Technology has replace many monotonous functions and computers have replaced paper. The internet has revolutionized how legal research is done and how law firms market themselves. It has enabled remote work and interaction in a way that was unimaginable in…

1
Understanding the emerging bank M&A policy landscape 30:43

4M ago30:43

30:43

The banking agencies and the Justice Department are shifting how they assess and review bank mergers and acquisitions. On the latest episode of the ABA Banking Journal Podcast — presented by Alkami — ABA SVP Hu Benton discusses what bankers need to know about potential deals and offers amid the wave of policy changes. Among other topics, Benton exp…

1
An NFL-player-turned-banker helping today's student athletes 14:30

4M ago14:30

14:30

Forget Tom Brady: Most professional athletes don’t play well into their 40s. “You play football for three to four years,” says Brandon Ghee. “And then the next thing you know you’re 25, 26. You’re looking to pursue a career and you go from making $750,000 a year to $50,000. These guys and girls have a problem with the transition [in]how they’re spe…

1
Episode 128-Here Comes the Judge- the Honorable Paul Wilson (ret.) 48:15

4M ago48:15

48:15

For a long time, I’ve been meaning to invite a judge onto Counsel to Counsel to talk about judicial careers. Going on the bench is a logical next step for many litigators and I wanted to speak to a judge who could offer some practical wisdom on the subject. When I met Paul Wilson at an ABA conference in late 2022, I realized right away that I had a…

1
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd 29:15

4M ago29:15

29:15

Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduciary services rooted in …

1
‘Building the organization around exceptional talent’ 26:11

4M ago26:11

26:11

First Horizon Bank, a regional bank based in Memphis, Tennessee, offers some eye-catching numbers on the bank’s gender balance: Women make up 62 percent of its executive team, 54 percent of its top 1,200 corporate managers and 33 percent of its board of directors. To mark International Women’s Day and Women’s History Month, the latest episode of th…

1
The commercial real estate state of play 16:26

5M ago16:26

16:26

On the latest episode of the ABA Banking Journal Podcast — presented by Alkami — ABA’s Dan Brown and Sharon Whitaker discuss community bank exposures to commercial real estate and how community banks are managing shifts in the CRE sector. They also dispel imprecise narratives about the state of CRE. “There is a lot of nuance within the commercial r…

1
Episode 127-Law Firm Operations and Launching Your Own Firm-With Diane Camacho 38:06

5M ago38:06

38:06

In the legal press and even in popular media, larger law firms tend to get a most of the attention. In truth, a high percentage of lawyers in the United States practice in firms that are under 20 attorneys. And many of those are solo practitioners or very small firms that have broken away from larger firms. While I know that there are many lawyers …

1
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning 20:03

5M ago20:03

20:03

Embark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illuminate the path for safeguarding your clients' assets from Medicaid, while carefully considering the irreversi…

1
How the ‘apolitical’ Fed moves during presidential elections 13:16

5M ago13:16

13:16

If the past has any predictive power, rate-watchers may want to discount the chance of significant rate movements this election year. On the latest episode of the ABA Banking Journal Podcast, ABA VP Jeff Huther summarizes his analysis of Federal Open Market Committee actions during presidential elections, showing that in rare circumstances — well-t…

1
50 Years of EPA: Looking Back with Walter Mugdan 59:49

5M ago59:49

59:49

Walter Mugdan discusses his career at EPA, where he began working in 1975 as a staff attorney in Region 2, and subsequently served in various supervisory positions in the Office of Regional Counsel, with Emily Mott, senior associate at Baker Botts LLP and past member of the Section’s Leadership Development Program. This podcast was recorded in late…

1
How flexible is your core? A new tool to help assess 10:02

5M ago10:02

10:02

“We’re really focused on increasing competition and innovation in the core provider landscape,” says ABA Core Platforms Committee Chair Kristiane Koontz. “We want to make sure that people know core conversions are an option, and we want to help make that easier and less risky for banks to undertake. But in many cases, a core conversion may not be t…

1
Reducing the friction in banking 27:29

5M ago27:29

27:29

Sometimes there are good reasons for friction in the banking experience: to stop fraud, to comply with laws. But sometimes the friction is a result of legacy tech — and legacy thinking. On the latest episode of the ABA Banking Journal Podcast, Anne Tangen, a bank IT expert-turned-CEO at BankFive in Fall River, Massachusetts, talks about BankFive’s …

1
Episode 126-Embracing Legal Technology with Colin Levy 33:35

5M ago33:35

33:35

When I graduated from law school in the late 1980s, there was no internet, no email, and fax machines were widely in use. I used a Dictaphone to generate correspondence and had an assistant to transcribe the tapes. While working remotely was possible because of the telephone, going into an office was the norm. In the intervening years, the rate of …

1
Getting the GSEs’ transition to new credit scores right 16:26

6M ago16:26

16:26

The multiyear effort to change the credit scoring models required by Fannie Mae and Freddie Mac continues to move forward, and mortgage lenders, credit officers and compliance professionals need to know the latest developments. On the latest episode of the ABA Banking Journal Podcast, ABA VP Sharon Whitaker provides an update. Among other topics, W…

1
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection 22:23

6M ago22:23

22:23

Unlock the mysteries of long-term care insurance and its pivotal role in estate planning as I, Todd Whatley, alongside expert Bill Mathews, traverse the intricate terrain of safeguarding one's future. We tackle the big questions: What's the likelihood of needing long-term care, and how do traditional and hybrid policies stack up? Bill brings years …

1
50 Years of EPA: Looking Back with Roger Martella 33:46

6M ago33:46

33:46

Roger Martella discusses his service as General Counsel at the EPA from 2005-2008 with JD Howard, an associate at Morris, Manning, & Martin, LLP and past member of the Section’s Leadership Development Program. This podcast was recorded in late 2020.

1
MDI status helps a mutual bank supercharge its strategy 23:37

6M ago23:37

23:37

Late in 2023, Warsaw Federal — a $71 million mutual savings and loan in Cincinnati — was officially designated as a minority depository institution. The move to MDI status is part of the 130-year-old bank’s pivot to serving its community more deeply while building its capital base to support growth. On the latest episode of the ABA Banking Journal …

1
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies 38:22

6M ago38:22

38:22

Unlock the secrets to smarter financial decisions with Todd Whatley and our special guest, financial planner Ian Weiner. We're peeling back the layers of the financial industry to reveal the truth behind becoming a financial advisor and how this can impact the advice you trustingly follow. Our revealing discussion traverses the terrain of broker-de…

1
Episode 125-James Grace on Financial Planning After the Bar 47:34

6M ago47:34

47:34

We talk a lot on this program about finding ways to build a more satisfying legal career. While many attorneys are drawn to the profession because they care about justice, they like the idea of becoming a trusted advisor, or they just enjoy the intellectual rigor of being an attorney, status and money are important too. But if you are like me, one …

1
How Esquire Bank reaches an audience that thinks it doesn’t need to be convinced 22:06

6M ago22:06

22:06

Last week, the ABA Banking Journal Podcast featured the CEO of Esquire Bank, a nationwide bank with a focus on law firm banking. On the second part of this two-part series, the podcast welcomes Kyall Mai, chief innovation officer, to discuss how the bank reaches this niche market. With the goal of getting lawyers (“who are often very difficult to c…

1
Episode 124-Lauren Rikleen on Social Justice and Defending American Democracy 40:16

6M ago40:16

40:16

In this episode, I speak with my first “threepeat” guest, Lauren Rikleen. This is Lauren’s third appearance on Counsel to Counsel. She was actually one of my first guests when I launched the show in 2018. In that episode, we spoke about success strategies for women and the work she has done on that issue. In the Spring of 2022,I invited Lauren back…

1
How Esquire Bank carved out a profitable niche serving law firms 27:05

6M ago27:05

27:05

Esquire Bank has found a strategy that turns the typical ratio of business client loans to deposits on its head. Through its nationwide vertical of services for law firms, Esquire Bank brings in roughly $1.80 in core deposits for every dollar lent. On the first ABA Banking Journal Podcast episode of 2024, Andrew Sagliocca — president, CEO and vice …

1
What the OCC’s latest report may reveal about 2024 priorities 31:51

7M ago31:51

31:51

On the final ABA Banking Journal Podcast episode of 2023 — sponsored by R&T Deposit Solutions — John Vivian of Patomak Global Partners and ABA EVP Hugh Carney discuss the OCC’s latest Semiannual Risk Perspective, released earlier in December. Both past veterans of the OCC, Vivian and Carney explore the agency’s findings — including the way credit r…

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