Best P&c Risk Solutions Podcasts (2025)

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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart 51:40

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4d ago51:40

51:40

Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive. In this episode, Mark t…

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CFPB Fair Credit Reporting Act; Preemption of State Laws 5:42

7d ago5:42

5:42

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Fair Credit Reporting Act; Preemption of State Laws. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team…

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S3 | E27: AI Starts with Data: Why Governance Is Your First Step 38:31

7d ago38:31

38:31

Artificial intelligence is the hottest topic in banking right now. Every conference, article, and C-suite conversation seems to circle back to AI’s potential for community financial institutions. But before any bank can truly harness that potential, there’s one crucial step that often gets overlooked: data governance. In this episode of The Banking…

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The Empathetic Conversation With Dr. Nicole Price 56:37

11d ago56:37

56:37

Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership. Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meanin…

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NCUA's Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements 6:42

14d ago6:42

6:42

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Frequently Asked Questions. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and for…

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S3 | E26: Building a Cyber Risk Playbook for the Post-CAT World 16:44

14d ago16:44

16:44

Cybersecurity is evolving faster than many community banks and credit unions can keep pace with. With the retirement of the FFIEC Cybersecurity Assessment Tool (CAT) on August 31, 2025, financial institutions are left wondering how best to measure, track, and manage cyber risk without a regulator-endorsed standard. In this episode of the Banking on…

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How Susana Gibb Combined Creativity with Insurance 1:07:23

15d ago1:07:23

1:07:23

In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency. Susana discusses how her acting background …

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NCUA Chairman Hauptman On Regulation by Enforcement 4:28

21d ago4:28

4:28

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Chairman Hauptman on Regulation by Enforcement. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over…

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S3 | E25: Responsible Innovation: How Fintechs & Banks Can Align for the Future 27:52

21d ago27:52

27:52

What happens when innovation outpaces regulation - and when community banks must adapt to a world moving faster than ever before? In this episode of Banking on Data, Host Ed Vincent sits down with Phil Goldfeder, CEO of the American Fintech Council (AFC), to explore how fintechs and financial institutions can innovate responsibly - with clarity, co…

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Catch a Cruise With Flying Colors and CUES? 1:16

24d ago1:16

1:16

Take a Cruise with CUES and With Flying Colors! https://www.cues.org/professional-development-and-events/cues-florida-council-spring-2026-cruiseBy Credit Union Exam Solutions Inc.

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Untold Power of Insurance with Andrew Engler 1:07:23

25d ago1:07:23

1:07:23

In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities. This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern …

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5 Key Infrastructure Moves for State Tech with GL Solutions CTO Ryan Pedersen 48:04

26d ago48:04

48:04

Send us a text Ryan Pedersen, Chief Technology Officer for GL Solutions, explores essential strategies for future-proofing state technology systems amid challenges, like aging systems and limited budgets. He shares the five key infrastructure moves—from GovRAMP authorization to configurable web—that CIOs must make. Download our white paper, Key Com…

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NCUA Discontinues Risk Ratings Eliminates Reputation Risk Under Executive Order Guaranteeing Fair Banking for All Americans 5:30

28d ago5:30

5:30

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ N C U A Discontinues Risk Ratings and Reputational Risk Show Notes In this episode, Samantha Shares provides an audio version of the recent N C U A communications announcing the discontinuation of risk ratings and the elimination of reputational risk in credit union examinations. In ea…

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S3 | E24: AI Oversight: Why Program Risk Assessment Is Essential 10:57

1M ago10:57

10:57

Artificial intelligence (AI) is moving faster than any other technology banks have seen before. From fraud detection to lending platforms, AI is being embedded in nearly every vendor solution. For community banks and credit unions, this acceleration brings both opportunity and risk. This present risk and compliance teams with new demands from the b…

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Breaking The Old-School Insurance Model With Melissa Dillon 46:34

1M ago46:34

46:34

In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents.…

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S3 | E23: How Community Financial Institutions Can Build a Responsible AI Approach 19:19

1M ago19:19

19:19

Artificial intelligence (AI) is no longer just a buzzword in financial services. From lending to fraud detection to customer service, AI is steadily finding its way into community banks and credit unions. But for leaders, boards, and compliance teams, one pressing question remains: how do we adopt AI responsibly? In this episode of the Banking on D…

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Choosing Love in Business & Marriage With Brian Ahearn 58:24

2M ago58:24

58:24

In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love. This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you. Join the elite ranks of P&C agents. S…

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The Real Keys of Insurance Success With Roger Short 52:48

2M ago52:48

52:48

In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price. Roger’s contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales …

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Technology and Trust in Insurance Sales with Chase Beach 27:33

2M ago27:33

27:33

Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? …

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Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World 43:17

2M ago43:17

43:17

Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the in…

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Tips on Starting an NCUA Exam Efficiently 5:24

3M ago5:24

5:24

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Tips on Starting an Exam Efficiently Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the inside…

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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand 1:00:20

3M ago1:00:20

1:00:20

Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless pe…

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Private Equity Insights and Growth Strategies from Brandon Wolfe 43:45

3M ago43:45

43:45

Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…

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How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start 1:10:45

3M ago1:10:45

1:10:45

Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…

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Office of the Comptroller of the Currency's Semiannual Risk Perspective Spring 2025. 34:44

3M ago34:44

34:44

www.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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Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook 54:10

4M ago54:10

54:10

Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe…

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FDIC's Consumer Compliance Supervisory Highlights for July 2025 18:02

4M ago18:02

18:02

www.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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S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk 27:12

4M ago27:12

27:12

In this episode of The Banking on Data 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 m…

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S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk 18:35

4M ago18:35

18:35

In Part 2 of our Banking on Data 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 unio…

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From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story 34:01

4M ago34:01

34:01

Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first em…

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NCUA Exam Alert: Risk Management Framework Essentials That Pass Exams 9:25

4M ago9:25

9:25

www.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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200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli 35:27

4M ago35:27

35:27

Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…

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Insider Dealing and Conflicts of Interest: NCUA's Letter to Credit Unions from 1986 6:14

4M ago6:14

6:14

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …

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S3 | E20: Mind The Gap (PT1) What Does Execution Risk Really Mean For Banks? 27:28

4M ago27:28

27:28

In this Banking on Data podcast, host Edward Vincent invited Craig Hartman, the Chairman and CEO of Plansmith, on to the show for a compelling three-part series on a topic central to every financial institution’s success: Execution Risk. This first episode lays the groundwork, exploring what execution risk is, why it matters to all banks, and how i…

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From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom 53:07

4M ago53:07

53:07

Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…

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Fighting Payments Fraud: A Deep Look into Federal Banking Agencies' New Initiative 8:09

4M ago8:09

8:09

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode: Fighting Payments Fraud - Federal Banking Agencies Launch Major Initiative Episode Summary Three major federal banking agencies have joined forces to combat the explosive growth in payments fraud across America. In this episode, we break down the comprehensive Request for Info…

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S3 | E19: Cyber Risk in Focus: The Regulatory Shift and What It Means for You 29:13

4M ago29:13

29:13

The Banking on Data podcast welcomed back Josh Magri, CEO of the Cyber Risk Institute (CRI), for a timely Part 2 conversation focused on the evolving cybersecurity regulatory landscape and what it means for community financial institutions. As the FFIEC Cybersecurity Assessment Tool (CAT) is scheduled to sunset on August 31, 2025, Josh offers a roa…

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From McDonald’s to Insurance Success: The Ben Bucher Agency Story 51:13

5M ago51:13

51:13

Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…

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NCUA's Civil Money Penalty Authorities and What You Need to Know 4:31

5M ago4:31

4:31

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …

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S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool 27:15

5M ago27:15

27:15

The cybersecurity landscape is changing fast. And for financial institutions, one of the biggest shifts on the horizon is the sunsetting of the FFIEC Cybersecurity Assessment Tool (CAT) in August 2025. In this episode of the Banking on Data podcast, Josh Magri, President and CEO of the Cyber Risk Institute (CRI), joined host Edward Vincent to unpac…

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From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success 50:59

5M ago50:59

50:59

On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…

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S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact 19:06

5M ago19:06

19:06

Organizations across the financial sector are investing more time and energy into data strategy, but many still struggle to move from planning to execution. In this episode of the Banking on Data Podcast, Jeff Fink returns for Part 4 of our Data Strategy series, sharing tactical guidance on how to operationalize a data strategy and deliver real bus…

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Letters of Understanding and Agreement (LUAs) 6:06

5M ago6:06

6:06

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…

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Uncovering Referral Goldmines and Process Mastery with Peter Fournier 43:07

5M ago43:07

43:07

Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …

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Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success 29:05

5M ago29:05

29:05

Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…

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David Kelly Wrote The Book On Incentive Comp Management 24:22

5M ago24:22

24:22

On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…

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Make Leads Paid For Put Your Thimble On Front Of Funnel 23:08

5M ago23:08

23:08

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

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Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond 46:56

5M ago46:56

46:56

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

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Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies 48:38

5M ago48:38

48:38

Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the groun…

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Learn from Brian A'Hearn To Earn, Know What I Mean Vern? 46:09

5M ago46:09

46:09

Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of…