The "Risk Intel" Podcast was developed to share our collective insights and knowledge working within the Financial Services industry and invite other risk enthusiasts to the show to educate and promote proactive risk management. The show is hosted by Ed Vincent, CEO of SRA Watchtower, a leading SaaS provider of innovative risk management solutions, serving the financial services industry and beyond. Our suite of proprietary technology solutions and methodologies was built “by risk pros for r ...
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Credit And Risk Management Podcasts
China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.
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Credit Union Exam Solutions Presents With Flying Colors
Mark Treichel's Credit Union Exam Solutions
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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Omega Performance Knowledge Series » Podcast Main
Omega Performance: Improving Business in Financial Services
Access new insights and best practices for improving business in the financial services industry from the world-renowned team of experts at Omega Performance. Credit and Risk Management - Sales and Customer Service - Leadership and Change Management
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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
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Omega Performance Knowledge Series » Podcast Knowledge Series Audio Only
Omega Performance: Improving Business in Financial Services
Access new insights and best practices for improving business in the financial services industry from the world-renowned team of experts at Omega Performance. Credit and Risk Management - Sales and Customer Service - Leadership and Change Management
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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Equip yourself with proven strategies, expert insights, and real-world case studies to master business credit risk. Each episode will cover various concepts, ideas, or case studies to help you become a better credit manager or improve your companies credit granting process. Learn more at treditiq.com
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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The CEimpact Podcast features two shows - GameChangers and Precept2Practice! The GameChangers Clinical Conversations podcast, hosted by Josh Kinsey, features the latest game-changing pharmacotherapy advances impacting patient care. New episodes arrive every Monday. Pharmacist By Design™ subscribers can earn CE credit for each episode. The Precept2Practice podcast, hosted by Kathy Schott, features information and resources for preceptors of students and residents. New episodes arrive on the t ...
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Extra Credit Podcourses are your tool for learning on the go! Carry your course in your pocket to develop your professional skills anytime, anywhere! The Extra Credit Academy has recorded a podcast to add value to each of our online courses so that you can make the most of your time and learn your own way. Get on board and start your learning journey today. Extra Credit. Learn. Anytime. Anywhere.
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Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service..
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PeerView Family Medicine & General Practice CME/CNE/CPE Audio Podcast
PVI, PeerView Institute for Medical Education
PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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A discussion podcast covering the small business finance industry with a focus on how lenders work with introducers; hosted by Philip Knight, underwriting veteran and Credit & Risk Director and Vickey Want, Assistant Director of Credit at the alternative finance provider Asset Advantage.
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Looking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment. This podcast is available on all your favorite podcasts platforms. For more information on Abrigo, head to abrigo.com.
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Go: Talks podcast from Equifax shows you how to use data, analytics and technology to make critical decisions. Our hosts and expert guests analyse the latest market insights and what it means for risk management, business growth, customer retention and much more.
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PeerView Family Medicine & General Practice CME/CNE/CPE Video Podcast
PVI, PeerView Institute for Medical Education
PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Financial Forward with Jim McCarthy Explore the Future of Consumer Finance, Banking Regulation, and FinTech Innovation Financial Forward is the essential podcast for professionals in finance, compliance, and innovation. Hosted by Jim McCarthy, founding member of the CFPB and expert in regulatory risk management, each episode features in-depth conversations with leaders from banks, credit unions, fintech companies, and regulatory agencies. 🎯 What You’ll Learn: Consumer finance trends and poli ...
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Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast d ...
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money® with Hilary Hendershott tackles money beliefs and financial planning strategies like ...
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PenderFund’s Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.
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Our goal for this series is to bring to listeners the latest insights on trending topics, delivered by specialists from Guy Carpenter and other organizations on the forefront of thought leadership.
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Hosted by Greg Nylen and Adil Khan, Greenberg Traurig’s Unfair Competition Defense Podcast focuses on consumer protection statutes at the state and federal levels. Claims under these laws frequently are brought as proposed consumer class action litigation across many different industries. Each episode addresses key principles under these laws, new developments and, most importantly, defense strategies.
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Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only ...
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A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuabl ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Huffman Irrell Co. is dedicated to providing professional and effective debt collection services to individuals and businesses facing financial challenges. With years of experience in the industry, our agency has established a reputation for excellence, integrity, and results. At Huffman Irrell Co., we prioritize our clients’ needs, ensuring a compassionate yet assertive approach to debt resolution.
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Islamic Finance News (IFN) OnAir will provide you with the latest insight into the world of Islamic banking & finance from the world's leading industry provider. Visit our website at www.islamicfinancenews.com for more information
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The Rivial Data Security team discusses all things cybersecurity while enjoying their favorite brews. We keep it fun and laidback with special guests, personal stories, and some great advice for anyone managing a cybersecurity program.
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Upgrade Your Future with actionable advice from the world’s most brilliant minds in technology and human science. Join multi-million dollar business founder, leadership coach, neuroscience junkie, and Navy Seal wannabe Javier Guerra. Each episode, we're sharing powerful advice from global thought leaders. Presented by: TechHuman.com
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Want to keep on the pulse of banking innovation? “Banking on Disruption Daily” delivers a power-packed 3-minute dose of the hottest financial headlines. From fintech breakthroughs to regulatory shakeups, we distill the day's most crucial banking news. Perfect for industry pros and curious minds alike. Tune in daily and stay ahead in the fast-paced world of finance!
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"The Premium" is a resource and publication catering to individuals seeking a holistic understanding of finance, health, and insurance matters. It provides a blend of insightful analysis, breaking news, and expert opinions to empower readers in making informed decisions across these critical aspects of life. Insurance Analysis:In the insurance segment, "The Premium" delivers comprehensive coverage of insurance products, regulations, and industry trends. Readers can expect in-depth articles o ...
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Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?
20:07
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20:07A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. Insid…
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Office of the Comptroller of the Currency's Semiannual Risk Perspective Spring 2025.
34:44
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34:44www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: OCC Semiannual Risk Perspective Spring 2025 Episode Overview This episode covers the Office of the Comptroller of the Currency's Semiannual Risk Perspective for Spring 2025, providing valuable insights for credit unions on key banking risks and industry trends. Key Topics C…
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Stablecoins: The Game-Changer Reshaping Cryptocurrency Stability
46:41
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46:41Stablecoins, digital currencies pegged to assets like the US dollar, are revolutionizing the crypto landscape by offering the stability and reliability that traditional cryptocurrencies often lack. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, RL - Ralph Lauren Corp. Cl A, Stablecoins: The Game-Changer Reshaping Cryptocurrency Sta…
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Corporate Finance Explained | The Power of Credit Ratings
14:42
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14:42Want to understand how credit ratings actually affect your company’s financial decisions? In this episode of Corporate Finance Explained, we unpack how credit ratings from agencies like Moody’s, S&P, and Fitch impact everything from bond yields and stock prices to capital structure decisions. Learn how companies like Ford, Apple, Kraft Heinz, and N…
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Agentic AI and the Future of Compliance: Revolutionizing Decision-Making and Risk Management in FinTech
23:05
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23:05In this episode of the Data Science Salon Podcast, we sit down with Kalpan Dharamshi, VP at JP Morgan Chase, and a leader in Machine Learning and Cloud Architecture. Kalpan shares his journey from cloud architecture to AI-driven compliance solutions and how his work is transforming decision-making processes in the FinTech industry.Kalpan’s focus on…
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287: Self-Worth, Solo Aging, and Smart Money Moves with Jean Chatzky
20:46
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20:46It’s time to take off your judgy pants, Money Lover, because today we’re sitting down with Jean Chatzky, CEO and co-founder of HerMoney, to talk about the real-world challenges women face when it comes to building wealth—and we’re doing it without shame, guilt, or financial jargon. Jean’s decades of experience as a financial journalist taught her t…
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MBL Loans: Financial Analysis Credit Proposals & Global Cash Flow
37:48
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37:48www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Global Cash Flow. What is it and why does NCUA care?By Mark Treichel's Credit Union Exam Solutions
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Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Budgeting Methods to Suit Every Lifestyle
46:20
46:20
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46:20You can confidently manage your finances and reach your savings goals in a way that fits your unique financial situation, if you implement various popular budgeting methods. Today's Stocks & Topics: GLOB - Globant S.A., UPS - United Parcel Service Inc. Cl B, Market Wrap, Budgeting Methods to Suit Every Lifestyle, Is the Stock Market Manipulated?, E…
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Joseph M. Coney, MD, FACS, FASRS - Eye on Equity: A Comprehensive Approach to DR/DME Care in Under-Represented Populations
50:39
50:39
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50:39This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/COPE/IPCE information, and to apply for credit, please visit us at PeerView.com/SYS865. CME/C…
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1
Joseph M. Coney, MD, FACS, FASRS - Eye on Equity: A Comprehensive Approach to DR/DME Care in Under-Represented Populations
50:39
50:39
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50:39This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/COPE/IPCE information, and to apply for credit, please visit us at PeerView.com/SYS865. CME/C…
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1
Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy
12:19
12:19
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12:19We explore the outlook for rates and FX amid a soft landing scenario—and dive into the rising political pressure on the Fed. Could central bank independence be at risk?By PineBridge Investments
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HIV Treatment Updates: Counseling, Adherence, and Clinical Pearls
35:21
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35:21HIV treatment has evolved significantly, offering streamlined regimens and improved patient outcomes. This episode will discuss the latest antiretroviral therapy (ART) guidelines, highlighting preferred regimens, key pharmacologic considerations, and practical counseling strategies for pharmacists. Tune in to enhance your clinical knowledge and pla…
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CFPB vs. FirstCash – Military Lending Enforcement & What Comes Next
41:01
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41:01Send us a text “FirstCash, the CFPB, and Military Lending Protections: A Follow-Up to Our Service Member Panel” Release Date: July 2025 🔍 Episode Overview In this special follow-up episode of Financial Forward, host Jim McCarthy revisits the critical topic of military financial protections in the wake of a major enforcement action by the Consumer F…
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568 – Can You Have Good Debt? Debt In Canada Today
29:58
29:58
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29:58Is debt still avoidable, or has borrowing become a fact of life in Canada? Ontario Licensed Insolvency Trustees Doug Hoyes and Ted Michalos answer our questions, share a simple test to assess new debt, and provide an action plan for those struggling to make ends meet. (00:00) What’s changed in Canada’s economy recently? (02:30) The problem with “go…
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The 3 Biggest Misconceptions About Dividend Stocks
46:31
46:31
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46:31Many investors believe dividend stocks are always safe and reliable, but there are key misconceptions that can lead to poor investment choices-- if not carefully examined. Today's Stocks & Topics: LEU - Centrus Energy Corp. (ASE), CHKP - Check Point Software Technologies Ltd. (NAS), TLN - Talen Energy Corp. (NAS), FUTU - Futu Holdings Ltd. ADR (NAS…
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Coast FIRE is a strategy where you save and invest enough early in life so that your retirement nest egg can grow on its own through compounding, allowing you to stop making new retirement contributions. Today's Stocks & Topics: GPN - Global Payments Inc. (NYS), BRKB - Berkshire Hathaway Inc. Cl B (NYS), AKAM - Akamai Technologies Inc. (NAS), PANW …
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In this episode of Careers in Finance on FinPod, we sit down with Eric Byunn, Partner and Co-Founder of Centana Growth Partners, to unpack the journey behind one of the most respected voices in growth equity. From his early days at Harvard and McKinsey to product leadership at Netscape and founding his own investment firm, Eric shares candid insigh…
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ALCO In Practice: Essential Reports Analysis & Risk Management
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35:30www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ALCO committees are of paramount importance. We take a deep dive into the nuances of this important committee and discuss Essential Reports Analysis and Risk ManagementBy Mark Treichel's Credit Union Exam Solutions
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Why Stock Investors Should Take a Closer Look at REITs
46:40
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46:40With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields. Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Mye…
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AI Exchanges: Where Will the Power Come From?
22:28
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22:28The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the prom…
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Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
23:06
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23:06We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity? Sponsors Money for the Rest of Us Plus Asset Camp Show Notes Behind…
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FDIC's Consumer Compliance Supervisory Highlights for July 2025
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18:02www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: FDIC Consumer Compliance Supervisory Highlights - July 2025 Episode Summary In this episode, we break down the FDIC's latest Consumer Compliance Supervisory Highlights report, covering 2024 examination results and compliance trends. While focused on FDIC-supervised institut…
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Understanding the Differences Between Good Debt and Bad Debt
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46:34Long-term financial growth can be supported by good debt, while bad debt typically carries high costs and offers limited financial benefits. Today's Stocks & Topics: FPI - Farmland Partners Inc. (NYS), DASH - DoorDash Inc. (NAS), OPRA - Opera Ltd. ADR (NAS), CASY - Casey's General Stores Inc. (NAS), questions from our YouTube channel viewers: CAL -…
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Corporate Finance Explained | Are Stock Buybacks Good for Shareholders?
13:59
13:59
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13:59What’s really behind the rise of corporate stock buybacks? In this episode of Corporate Finance Explained, we break down how buybacks work, when they create value, and when they can backfire. You'll learn the financial strategy behind share repurchases, how they compare to dividends, and what finance professionals need to know about timing, capital…
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S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
27:03
27:03
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27:03In this episode of The Risk Intel Podcast, Ed Vincent welcomes back Craig Hartman, founder and CEO of Plansmith, along with Christine Lake, Plansmith’s Chief Strategy Officer. This was part 3 of a larger series around "Execution Risk" with the Plansmith team and a natural progression from prior episodes, where we addressed the definition and mitiga…
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286: Ask Hilary: Purpose, Pivots, and Permission to Stop Hustling So Hard
26:38
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26:38Welcome to the first Ask Hilary episode, where we dive into real-world questions about money and mindset from listeners like you! Today, we’re leaning into the conversation we started last week with Jeff Willmore about living true to your calling. We’re going to talk about what happens when you hit your financial goals, but something still feels… o…
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The OCC's Risk Report and What It Reveals for Credit Union Exams
57:11
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57:11www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Credit Union Roundtable: Mid-Year Risk Reports - Our Take on What it Means for CUs Episode Description In this inaugural Credit Union Roundtable episode, host Mark Treichel is joined by three industry veterans to break down the OCC's Spring 2025 risk report and what it means for credit…
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Beyond the Model: Engineering Trust, Scale & Speed in AI-Powered Systems
21:50
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21:50In this episode of the Data Science Salon Podcast, we sit down with Anusha Nerella, a seasoned technology leader and Senior Principal Software Engineer at State Street Corporation. With over a decade of experience across top-tier institutions like Barclaycard, Citibank, and USPTO, Anusha brings deep technical expertise in AI/ML automation, enterpri…
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Trump Threatens 25% Tariff on Apple iPhones Not Made in the U.S.
46:31
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46:31In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices. Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel…
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Optimizing Care with Integrative Oncology - Part TWO
22:33
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22:33Integrative oncology blends conventional cancer treatments with supportive therapies like nutrition, acupuncture, and mind-body practices to improve patient outcomes and quality of life. This episode outlines what pharmacists need to know about the principles of integrative medicine, how to evaluate evidence-based resources, and counseling tips for…
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567 – How to Financially Prepare for Canada's Recession
30:21
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30:21Don't just brace for a recession, prepare to come out stronger. This conversation is about turning Canada’s economic uncertainty into an opportunity for financial growth (or, at least, stability). We'll equip you with proactive strategies for managing debt, finding new income streams, and building a mindset of resilience. Learn how to take decisive…
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Why 2025 Is a Pivotal Year for America's Budget
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46:34The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025. Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), …
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Corporate Finance Explained | How Bias Impacts Corporate Finance
15:51
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15:51Are you building your budget—or defending your assumptions? In this episode of Corporate Finance Explained, we explore how cognitive bias quietly influences financial decisions in forecasting, capital planning, and corporate strategy. Whether you’re in FP&A, M&A, or treasury, understanding behavioral finance can help you avoid critical missteps cau…
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Gen X Can't Count on the Great Wealth Transfer for Retirement
46:31
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46:31Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning. Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental Internati…
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Stress Testing: Current Issues, Regulatory Analysis, and a Sneak Peek at the Future
32:13
32:13
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32:13Hear from Cristian deRitis, deputy chief economist at Moody’s Analytics, on the stress testing impact of heightened geopolitical risk, constantly shifting tariffs, climate risk developments, and AI/ML evolution. This podcast examines stress testing challenges and trends, with an eye on how regulation and recent events are shaping these important ex…
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Corporate Finance Explained | Emerging Markets
15:27
15:27
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15:27Expanding into emerging markets? Finance teams face a whole new level of risk and opportunity. In this episode of Corporate Finance Explained, we reveal how multinational companies manage currency risk, political instability, and regulatory complexity when operating in fast-growing economies. Learn how Tesla structured its China expansion, how Coca…
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ALCO GOVERNANCE ESSENTIALS: BUILDING AN EFFECTIVE COMMITTEE STRUCTURE
13:04
13:04
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13:04www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Is your ALCO Committee structured optimally? We can help you figure that out with this episode.By Mark Treichel's Credit Union Exam Solutions
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372: In conversation with... Eric Adler, CEO, Asset Management
26:26
26:26
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26:26In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his decision to join L&G. "Humility is key - and I think I learned that in my upbringing," he says. Speaking with Jo McCaffrey, Chief Strategy and Product Officer for our Asset Management business, Eric …
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How to Invest in Nuclear Energy’s Biggest Revival in Decades
46:38
46:38
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46:38Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO - Cavco Industries Inc. (NAS), a listener question about corporate bo…
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S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk
18:26
18:26
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18:26In Part 2 of our Risk Intel podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question that resonates with every financial leader: Once you’ve identified execution risk, how do you actually reduce it? Craig’s decades of experience helping banks and credit unions na…
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Mining and the Global Race for Critical Minerals with Kinterra Capital
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45:39
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45:39How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: How mining and mineral processing work What are critical minerals, what is driving the demand for them, …
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NCUA Exam Alert: Risk Management Framework Essentials That Pass Exams
9:25
9:25
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9:25www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This podcast is educational and is not legal advice. Banking agencies have curtailed issuance of new guidance and regulations under the current administration. As a result, and to continue providing our listeners with valuable new episodes, we're excited…
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Credit Risk Transfers a Net Positive for European and US banks, For Now
17:30
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17:30Transferring credit risk via these mostly fully collateralized transactions moderately reduces capital needs, though the deals are opaque and there is some concentration risk. Speakers: Farooq Khan, VP-Senior Analyst, Moody’s Ratings; Warren Kornfeld, Senior Vice President, Moody’s Ratings Host: Danielle Reed, VP-Senior Research Writer, Moody’s Rat…
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Does the Big, Beautiful Bill Eliminate Taxes on Social Security?
45:24
45:24
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45:24President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely. Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTub…
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What's New at CFI | Economic Analysis for FP&A with Mimi Hu
11:41
11:41
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11:41Behind the Course: Economic Analysis for FP&A – New from CFI In this episode of What’s New at CFI on FinPod, we walk through our latest course release: Economic Analysis for FP&A, co-authored by instructors Mimi Hu and Meeyeon Park. Designed to bridge the gap between academic theory and real-world finance, this course helps learners understand how …
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285: Living Your Calling in Business: A Conversation with Jeff Willmore
51:53
51:53
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51:53If you’ve ever felt like the business you built is running you—or that your professional success doesn’t quite match the personal fulfillment you imagined—you’re not alone. In this episode, Hilary sits down with Jeff Willmore, founder of The Autonomy Course, to explore how ambitious business owners and professionals can align their work with their …
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Sticky Deposits & Storm Clouds: What’s Ahead for Credit Unions?
30:59
30:59
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30:59www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary: In this episode of With Flying Colors, host Mark Treichel sits down with Thomas Griswold, Managing Director at ALM First, to explore the financial forces shaping credit unions in 2025 and beyond. From balance sheet risk to liquidity pressures and loan participation str…
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The Surprising Implications of an Aging Population
15:49
15:49
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15:49An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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