Best B2b Credit Podcasts (2025)

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Scaling Industrial Refrigeration through IT and AI Integration with Thomas Sweet 31:58

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11h ago31:58

31:58

Guest Introduction Tom Sweet is the Chief Information Officer of Industrial Refrigeration Pros, a fast-growing company specializing in large-scale refrigeration systems for warehouses, agriculture, and food processing. Tom joined as the third employee in 2022 after serving as VP of Cloud at a financial company, making a bold move into a new industr…

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How Ventura County Credit Union Embraces AI and Resilience with Richard Lipari 46:00

2h ago46:00

46:00

Guest Introduction Richard Lipari serves as Chief Information Officer at Ventura County Credit Union, a $1.5 billion community institution with over 75,000 members and eight branches across California’s Central Coast. With more than 17 years in credit unions, Richard has worked his way from IT director at a seven-employee shop to executive leadersh…

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Why Credit Union Voices Matter in Legislation and Regulation With Keili McEwen 52:08

1d ago52:08

52:08

Keili McEwen is the Vice President of Governmental Affairs at Tinker Federal Credit Union (TFCU), a major not-for-profit financial institution and the largest credit union in Oklahoma. TFCU serves Air Force personnel, employees of more than 2,200 area companies, and residents across Oklahoma and Texas, with more than $6.1 billion in assets and over…

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Driving Innovation with Agentic AI and IoT in Ice Distribution with Doug Saunders 44:00

2d ago44:00

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Guest Introduction Doug Saunders serves as Chief Information Officer at Arctic Glacier Premium Ice, a company with more than 100 years of history serving over 70,000 customers across North America. With a background spanning logistics, distribution, and transformational IT leadership, Doug has focused on aligning innovation with business value crea…

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Protecting Creative Work: Balancing Innovation and Security at Ogilvy with Veronica Millan 1:22:44

6d ago1:22:44

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Guest Introduction Veronica Millan serves as Global Chief Information Officer at Ogilvy, one of the world’s largest marketing and advertising agencies. With more than two decades of experience in technology and leadership, she has led global IT initiatives across creative industries, delivering digital transformation and operational resilience at s…

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How is Fintech reshaping the future of money? 1:52

7d ago1:52

1:52

In Season 5 of Fintech Files, our three hosts are traveling across the global fintech landscape, uncovering the most exciting stories from the world’s leading innovation hubs. From embedded payments to crypto, from financial inclusion to the future of millennial finance, they’re diving into the breakthroughs, bold ideas, and unexpected questions de…

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ESA Fee Waivers: Necessary and Reasonable, Not Guaranteed With Liz Roussel 48:40

8d ago48:40

48:40

Liz Roussel is a Partner at Adams & Reese, a law firm offering multidisciplinary legal services across the Southern United States. She is the Litigation Practice Group Leader in the firm’s New Orleans office and advises employers and managers in labor, employment, commercial, and directors/officers litigation. Liz joined the firm in 2002 and is ran…

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How Collaboration and Risk Governance Shape Security Strategy with Bill Dunnion 42:27

10d ago42:27

42:27

Guest Introduction Bill Dunnion serves as Chief Information Security Officer at Mitel and Co-founder of the Canadian Cyber Forum. With more than two decades in IT and security, he has led cybersecurity strategy across telecom, consulting, and enterprise environments. At Mitel, Dunnion oversees global information security operations, aligning compli…

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Modernizing Healthcare IT for Underserved Communities with Padmaja Sastry 29:02

13d ago29:02

29:02

Guest Introduction: Padmaja Sastry serves as Chief Information Officer at Lowell Community Health Center, a federally qualified nonprofit provider that delivers care to more than 33,000 patients annually across Massachusetts. Trained originally as a dentist in India, Sastry transitioned to health informatics and administration after moving to the U…

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Revitalizing Historic Neighborhoods and Unlocking Real Estate Value With Matan Haas 36:31

16d ago36:31

36:31

Matan Haas is the CEO of NHaas Properties, an Israel-based real estate firm that identifies, renovates, and manages historic commercial and residential buildings to create valuable investment opportunities. He has served as CEO since 2016, overseeing urban renewal projects, option-based deals, and comprehensive property enhancements in neighborhood…

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Identity First: Srivatsan Raghavan’s Zero Trust Playbook for Construction IT 42:29

16d ago42:29

42:29

Guest Introduction Srivatsan Raghavan serves as Chief Information Officer at OHLA USA, a national heavy civil and vertical construction company operating across New York, Illinois, California, and Florida. Over 15 years with the organization, he has led cloud migration, in-house software development, and a zero trust security transformation. Srivat…

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How Property Managers Should Handle ICE Requests and Protect Tenant Privacy With Monica Gilroy 34:49

20d ago34:49

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Monica Gilroy is the Managing and Founding Member at The Gilroy Firm, a national real estate litigation and property management law firm. She has over 30 years of experience in real estate litigation, title insurance defense, foreclosure, bankruptcy, and fair housing matters. Monica is a Georgia Super Lawyer, a National Title Professional, and a fr…

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Data First, AI Second: CIO Patrick Lawrence's Roadmap for Mid-Market Expansion 34:51

22d ago34:51

34:51

Guest Introduction Patrick Lawrence serves as Chief Information Officer at Economy Exterminators, a growing pest control company operating across the Carolinas. With more than 25 years in technology, he blends leadership and practical IT execution to modernize operations, strengthen data integrity, and guide the company through a mid-market expansi…

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How Blue Marlin Partners Thrives in a Changing M&A Market with Peter Kirsch 13:17

28d ago13:17

13:17

Guest Introduction Peter Kirsch is the Founder and CEO of Blue Marlin Partners, a differentiated private equity firm based in Bethesda, MD. Over the last eight years, he has built Blue Marlin into a platform that now oversees more than $800 million in deployed capital, 30 portfolio companies, and multiple award-winning exits. His model challenges t…

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Building Donor Trust Through Cybersecurity at Los Angeles Mission with Lloyd Fuentes 35:03

28d ago35:03

35:03

Guest Introduction Lloyd Fuentes serves as the Director of IT at Los Angeles Mission, one of the nation’s most respected nonprofit organizations dedicated to serving the homeless community in Los Angeles. His career began in consulting and network engineering before moving into IT leadership, and over the past five years he has transformed the Miss…

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AI, Healthcare, and the future of Human-Machine Partnership with Nick DeMeo 34:35

1M ago34:35

34:35

Guest Introduction Nick DeMeo serves as the Chief Information Officer at Vista Clinical Laboratory, a mid-sized medical lab based in Central Florida with operations extending into Virginia and North Carolina. Vista competes with giants like Quest and LabCorp by offering premier laboratory services at affordable prices, catering to nursing homes, do…

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AI, Academia, and Cybersecurity: Insights from Berkeley College’s CISO Dana Kilcrease 37:33

1M ago37:33

37:33

Guest Introduction Dana Kilcrease serves as the Chief Information Security Officer at Berkeley College, where he has spent more than 14 years rising through the ranks from desktop technician to IT leadership and finally into the CISO role. His career path reflects a rare trajectory of growth within a single institution, giving him a unique perspect…

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Smarter Packaging, Smarter Business: Troy Rydman on AI and Automation at Packsize 35:57

1M ago35:57

35:57

Guest Introduction Troy Rydman serves as Chief Information Officer and Chief Information Security Officer at Packsize, a company redefining packaging and manufacturing through automation and sustainability. With a background at AWS and deep experience in security, compliance, and cloud services, Troy brings a unique perspective to how technology dr…

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How Jim Rutt Bridges Nonprofit Tech, Venture Capital, and Cybersecurity 43:44

1M ago43:44

43:44

Guest Introduction Jim Rutt serves as the Chief Information Officer and Chief Information Security Officer of The Dana Foundation, a nonprofit focused on advancing neuroscience and neuroethics. With a career spanning healthcare, finance, and pharmaceuticals, Jim has built a reputation for driving digital transformation and bridging enterprise IT wi…

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From Solo Advisors to Enterprises: How Jedi Builds Systems for Success with Sue Cheema 47:30

1M ago47:30

47:30

Here's a Glimpse of What You'll Learn How Jedi helps financial advisors and RIAs clean, manage, and secure their databases Why optimizing tech stacks and eliminating redundancy is critical for business growth The role of automation and AI in scaling operations and improving workflows Key differences between working with small firms and large enterp…

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Building Generational Wealth Through Multifamily Syndications With Wayne Courreges III 52:07

2M ago52:07

52:07

Wayne Courreges III is the Founder and Managing Principal of CREI Partners, a real estate investment firm with over $50 million in assets under management across Texas, Louisiana, and Alabama. He helps busy entrepreneurs and professionals build generational wealth through passive investments in commercial real estate syndications. A former US Marin…

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Marc Ashworth on AI, Financial Crimes, and the Frontlines of Banking Security 42:03

2M ago42:03

42:03

Guest Introduction Marc Ashworth is the Chief Information Security Officer at First Bank, a fourth-generation, family-owned bank headquartered in Creve Coeur, Missouri, with operations across six states. In his role, Marc oversees networking, physical security, financial crimes, and cybersecurity teams, providing a comprehensive approach to protect…

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From Data to Dignity: How Tech Powers Transformation at Atlanta Mission 24:06

2M ago24:06

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Guest Introduction James Barrell is the Chief Information Officer at Atlanta Mission, the largest and oldest homeless services provider in the Southeast. His career spans insurance, consulting, and corporate CRM systems before he transitioned to the nonprofit world in search of greater purpose and family balance. At Atlanta Mission, James has led a…

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Building a Threat-Informed Cyber Strategy in Fintech with Kyle Draisey 50:10

2M ago50:10

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Guest Introduction Kyle Draisey serves as the Chief Information Security Officer and Head of Cybersecurity at Sagent, a leading fintech company specializing in mortgage servicing technology. With a military and intelligence background, Kyle has navigated high-stakes environments from tactical SIGINT missions in Iraq to cybersecurity leadership role…

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Flex & Maza's Robbie Figueroa - From Neobank to Solopreneur OS: Building Maza and Merging with Flex 32:30

2M ago32:30

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In this episode of the Wharton Fintech podcast, Djavaneh sits down with Robbie Figueroa, co-founder and former COO of Maza, now Chief Business Officer at Flex following Maza and Flex’s merger in late 2024.Robbie shares how growing up in Queens with immigrant parents from Brazil and Ecuador inspired him to tackle financial exclusion. What started as…

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Balancing Compliance and Cloud Strategy in Finance with Jean-Philippe Gerbi 31:49

2M ago31:49

31:49

Guest Introduction Jean-Philippe Gerbi is the Chief Information Officer at Metropolitan Commercial Bank, where he oversees technology strategy in a highly regulated and security-sensitive environment. With deep experience in building scalable and secure infrastructures for financial institutions, Gerbi takes a pragmatic and risk-aware approach to d…

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Driving the Future: Rivian’s Gerard Dwyer on Smarter Systems and Bold Innovation 1:11:25

2M ago1:11:25

1:11:25

Guest Introduction Gerard Dwyer serves as the Chief Information Officer at Rivian, a pioneering electric vehicle company reshaping automotive technology. With a global background that spans from Ireland to Silicon Valley, Gerard’s career journey includes executive roles at Google, Waymo, and Swisscom, as well as impactful work in South Africa durin…

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How Technology Quietly Powers Hospitality – With Stephen Ferraguti 34:43

2M ago34:43

34:43

Guest Introduction Stephen Ferraguti serves as Director of Information Technology at Hansen Properties, a historic and hospitality-rich organization that operates Normandy Farm Hotel, Blue Bell Country Club, and the Farmer’s Daughter restaurant in Pennsylvania. With a background rooted in both tech and customer service, Stephen focuses on the often…

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Credit Karma Chief of Staff & VP Growth Ops, Ashwin Murthy - Trust & Personalizing Finance with AI 40:48

2M ago40:48

40:48

In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Ashwin Murthy, Chief of Staff and VP of Growth Operations and Strategy at Credit Karma, about how one of the most recognizable names in consumer fintech continues to evolve.Ashwin shares his journey from investment banking and consulting to leading strategy at Credit Kar…

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AI, Ransomware & Real-World Resilience in Healthcare with Ted Williamson 36:37

2M ago36:37

36:37

Guest Introduction Ted Williamson serves as the Chief Information Officer at Common Ground, a Michigan-based nonprofit organization specializing in crisis intervention and mental health services. He brings decades of experience across healthcare, enterprise IT, and consulting. He spent 15 years at Microsoft, where he led global consulting engagemen…

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Building Trust, Not Turnover: Jason Frame's Guide to Public Sector IT 39:21

2M ago39:21

39:21

In This Episode Jason Frame begins by outlining the expansive responsibilities of the Southern Nevada Health District, from inspecting restaurants and regulating ambulances to delivering immunizations and managing public health labs. As the lead technology officer, Jason's team not only enabled operations during the COVID-19 crisis but also moderni…

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Balancing Innovation and Security in Higher Education with Carol Smith 39:11

2M ago39:11

39:11

In This Episode Carol Smith shares how her three-decade journey at DePauw University has been shaped by the powerful community of IT professionals in higher education. She reflects on the challenges of managing a lean IT team while delivering services at the same standard as large universities. By leveraging partnerships like the HESS Consortium an…

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Quantifying Cyber Risk: A CISO’s Path to Boardroom Credibility 42:58

2M ago42:58

42:58

In This Episode Silvano Silva details how Nevro is using high-frequency spinal stimulation to offer life-changing relief for chronic pain sufferers—especially those with type 2 diabetes. He explains how the implantable device communicates via Bluetooth with a mobile app and cloud infrastructure, creating a highly personalized AI-driven therapy mode…

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AI vs. Invoice Fraud: Inside AppZen’s Security Strategy with Chris Bollerud 35:17

3M ago35:17

35:17

In This Episode Chris Bollerud shares how AppZen tackles fraud in expense and invoice processes using AI-driven automation. From scanning 100% of expense reports to matching invoices against purchase orders and flagging anomalous vendor behavior, AppZen is transforming how financial compliance is handled in enterprises of all sizes. Chris explains …

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Balancing Cool Tech with Real Strategy: What Every Security Leader Must Learn 32:30

3M ago32:30

32:30

In This Episode Matthew Mudry dives into his origin story, starting with a childhood fascination for dismantling and rebuilding computers and his entry into the tech world via Circuit City. He shares how a chance encounter with a bank executive launched his career and how pivotal mentorship moments at companies like Clayton and Castleton Commoditie…

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International Finance Corporation (The World Bank Group) Former CIO, Ram Mahidhara - Inclusive Capital & Emerging Market Innovation 37:04

3M ago37:04

37:04

In today’s episode, Kimberly Zhang sits down with Ram Mahidhara, former Chief Investment Officer at the International Finance Corporation (IFC), part of the World Bank Group. Ram reflects on his decades of experience investing across emerging markets, driving inclusive growth through private capital, and championing the role of fintech in global de…

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The Real Bitcoin Payments with Lightning and Stablecoins - Graham Krizek 24:02

3M ago24:02

24:02

Episode Topic: Graham Krizek, Founder of Voltage, joins PayPod to discuss how the Lightning Network is transforming Bitcoin from a slow and expensive currency into a scalable, real-time payment solution. He explains how Voltage helps businesses adopt Lightning infrastructure easily, and how trends like AI and stablecoins are pushing Bitcoin into ma…

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Why Collaboration Beats Competition in Cybersecurity with William Curtiss of Evanta 34:34

3M ago34:34

34:34

In This Episode: William Curtiss reflects on his evolution from engineering secure operating systems evaluated by the NSA to becoming an influential cybersecurity executive and peer group leader. As Co-Chair of Evanta’s CISO Governing Body, he explains how conferences foster collaboration in a field where everyone is facing the same threats—and why…

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Building Long-Term Wealth Through Turnkey Real Estate Investing With Lindsay Davis 56:41

3M ago56:41

56:41

Lindsay Davis is the CEO of Spartan Invest, a full-service real estate investment firm specializing in turnkey rental properties across Alabama, Tennessee, and Georgia. Under her leadership, Spartan Invest has been named to the Inc. 5000 list of Fastest-Growing Companies for eight consecutive years since 2013. She has co-founded multiple companies …

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Leading with Integrity and AI: Inside the Mind of a Credit Union CIO 42:11

3M ago42:11

42:11

Zac Streelman joins The Cyber Business Podcast at a pivotal moment in his career: day 15 as the new CIO of Allegacy Federal Credit Union. Despite being new to the role, Zac brings a deep and varied background that uniquely equips him to navigate Allegacy's transformation. From his early days building PCs with Cyrix 686 chips to roles in education, …

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How the Digital Wallet Will Replace KYC - Jarek Sygitowicz 25:51

3M ago25:51

25:51

Episode Topic:Jarek Sygitowicz, co-founder of Authologic, joins PayPod to discuss how digital identity is being reinvented. From legacy systems to identity wallets and AI-enhanced security, Jarek maps out how businesses can stay compliant, secure, and conversion-optimized in a rapidly evolving digital landscape. Lessons You’ll Learn: Why traditiona…

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ICONIQ General Partner, Yoonkee Sull - Finding Edge in Fintech and Building Enduring Companies 46:56

3M ago46:56

46:56

In this episode of the Wharton Fintech Podcast, hosts Sabrina Fathi and Wesley Aster speak with Yoonkee Sull, General Partner at ICONIQ, about building category-defining fintech companies through every market cycle. Yoonkee reflects on his journey from early ICONIQ associate to GP, lessons from backing leaders like Chime, Groww, Adyen, Wealthsimple…

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How the $11 Trillion Check Problem Ends – Baxter Lanius 30:18

3M ago30:18

30:18

Episode Topic: Baxter Lanius, CEO of Alternative Payments, joins PayPod to discuss the slow adoption of modern payment methods in the B2B sector, the role of AI in speeding up invoicing, and how alternative payment solutions can help businesses get paid faster. Baxter also explores the intersection of fintech and industries like construction and lo…

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Building Impactful Tech in the Nonprofit Sector with Kathryn Mattie 39:25

3M ago39:25

39:25

Kathryn shares how Brightpoint operates at scale with a team of nearly 950 staff supporting families in areas like mental health, early education, and child welfare. While funding comes largely from state and federal partnerships, Kathryn emphasizes the importance of both public and private collaborators—including AWS, a key supporter of Brightpoin…

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The Secrets Ultra-Wealthy Investors Use To Build Legacy Wealth With Mark Miller 31:33

3M ago31:33

31:33

Mark Miller is the President and CEO of Hilton Tax & Wealth Advisors, a boutique firm specializing in advanced tax mitigation and holistic wealth planning for high-net-worth individuals, business owners, and professionals. With over 30 years of experience, he has helped clients save $100 million in taxes and grow their wealth by over $200 million. …

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Why Cyber Teams Fail Without Process, Practice, and Pressure-Tested Leaders 24:47

3M ago24:47

24:47

Fred Clayton shares the story of how his career started not in a university, but through military service. After joining the Army to see the world, he was thrust into a technical role that would eventually evolve into a two-decade journey through networking, systems administration, cyber operations, and leadership. He became one of the early archit…

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Turning Bitcoin into the Future of Finance - Willem Schroé 21:59

3M ago21:59

21:59

Episode Topic: Willem Schroé, founder of Botanix Labs, joins PayPod to reveal how Bitcoin is becoming the foundation for a decentralized financial future. Learn how Ethereum-style smart contracts and DeFi applications are now possible on Bitcoin via the Spiderchain—without giving up Bitcoin’s security or decentralization. Lessons You’ll Learn: How …