Best P&c Risk Solutions Podcasts (2025)

1
Tips on Starting an NCUA Exam Efficiently 5:24

Play Pause

9d 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…

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

13d 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…

1
Private Equity Insights and Growth Strategies from Brandon Wolfe 43:45

20d 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…

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

27d 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…

1
Office of the Comptroller of the Currency's Semiannual Risk Perspective Spring 2025. 34:44

1M 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…

1
Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook 54:10

1M 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…

1
FDIC's Consumer Compliance Supervisory Highlights for July 2025 18:02

1M 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…

1
S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk 27:12

1M 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…

1
S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk 18:35

2M 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…

1
From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story 34:01

2M 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…

1
NCUA Exam Alert: Risk Management Framework Essentials That Pass Exams 9:25

2M 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…

1
200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli 35:27

2M 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…

1
Insider Dealing and Conflicts of Interest: NCUA's Letter to Credit Unions from 1986 6:14

2M 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 …

1
S3 | E20: Mind The Gap (PT1) What Does Execution Risk Really Mean For Banks? 27:28

2M 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…

1
From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom 53:07

2M 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…

1
Fighting Payments Fraud: A Deep Look into Federal Banking Agencies' New Initiative 8:09

2M 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…

1
S3 | E19: Cyber Risk in Focus: The Regulatory Shift and What It Means for You 29:13

2M 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…

1
From McDonald’s to Insurance Success: The Ben Bucher Agency Story 51:13

2M 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…

1
NCUA's Civil Money Penalty Authorities and What You Need to Know 4:31

2M 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 …

1
S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool 27:15

2M 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…

1
From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success 50:59

3M 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”…

1
S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact 19:06

3M 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…

1
Letters of Understanding and Agreement (LUAs) 6:06

3M 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…

1
Uncovering Referral Goldmines and Process Mastery with Peter Fournier 43:07

3M 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 …

1
Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success 29:05

3M 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…

1
David Kelly Wrote The Book On Incentive Comp Management 24:22

3M 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…

1
Make Leads Paid For Put Your Thimble On Front Of Funnel 23:08

3M 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 …

1
Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond 46:56

3M 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 …

1
Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies 48:38

3M 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…

1
Learn from Brian A'Hearn To Earn, Know What I Mean Vern? 46:09

3M 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…

1
Wild Bill Rice Talkin Bout Leads | The Insurance Dudes 37:17

3M ago37:17

37:17

In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to…

1
Jas Takhar Crushes Content Curating Creative Craziness 50:53

3M ago50:53

50:53

In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content …

1
How to Master the Art of Insurance Sales with Rob Liano 56:26

3M ago56:26

56:26

In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. Fro…

1
How to Thrive in Commercial Insurance: Lessons from Patrick Albrecht 36:54

3M ago36:54

36:54

In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance…

1
Preliminary Warning Letters: Per NCUA's National Supervision Policy Manual (NSPM) 8:22

3M ago8:22

8:22

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com 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 e…

1
S3 | E16: The Data Strategy Divide: Why Reports Aren’t Enough 12:23

3M ago12:23

12:23

Ed Vincent, host of the Banking on Data Podcast, welcomed Jeff Fink back to the show for part three of their Data Strategy Series. This week's insightful conversation dives deep into the distinction between data strategy VS reporting, which is a critical yet often misunderstood area for community financial institutions aiming to become truly data-d…

1
What Are NCUA's Enforcement Options and Philosophy? 6:37

3M ago6:37

6:37

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Enforcement actions range from formal to informal, and minor to drastic. Today we discuss what NCUA's philosophy is in this regard. 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 …

1
S3 | E15: Defining A Data Strategy: What a Data Strategy is - and Isn’t 8:36

3M ago8:36

8:36

In this episode of the Banking on Data Podcast, Ed Vincent welcomes back Lumio’s Chief Product Officer, Jeff Fink, to kick off a multipart series on creating a data strategy. A hot topic for many community banks and credit unions wanting to modernize their internal processes on how they handle data, collect it and how do they leverage data to achie…

1
What is NCUA's Authority to Remove Officials? 4:36

3M ago4:36

4:36

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Federal Credit Union Act allows NCUA to remove officials. We explain how. 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 intrica…

1
S3 | E14: How to Start a Data Strategy From Nothing: Make the Mind Shift From Stuck To Start 28:05

3M ago28:05

28:05

For many community banks, embarking on a data strategy can feel like an overwhelming endeavor. Limited resources, small teams, and the misconception that “big data” is only for large institutions often lead to inertia. But as discussed in the latest Banking on Data episode with Jeff Fink, the real differentiator in today’s competitive banking lands…

1
NCUA's Supervisory Letter on Enterprise Risk Management 14:11

4M ago14:11

14:11

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/enterprise-risk-management-erm 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. Ou…

1
Involuntary Liquidations: Why and How Does NCUA Do Them? 9:13

4M ago9:13

9:13

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The National Credit Union Administration (NCUA) today liquidated Unilever Federal Credit Union of Englewood Cliffs, New Jersey. The NCUA made the decision to liquidate Unilever Federal Credit Union and discontinue operations after determining the credit union was insolvent and had no p…

1
NCUA Reopens Public Comment on Succession Planning 3:58

4M ago3:58

3:58

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA’s reopening the public comment period on two recently finalized rules that haven’t fully taken effect yet. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose t…

1
NCUA Releases Staff Message on the Current NCUA Board 2:04

4M ago2:04

2:04

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Releases Staff Message on the Current NCUA Board 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 examinatio…

1
Understanding Conflicts of Interest in Asset Management (OCC) 13:24

5M ago13:24

13:24

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Understanding Conflicts of Interest in Asset Management: Show Notes In this episode, Samantha Shares explores the critical topic of conflicts of interest in asset management based on the OCC Comptroller's Handbook. While originally created for banks, these principle-based guidelines pr…

1
OCC's Comptroller's Handbook booklet "Model Risk Management" 34:36

5M ago34:36

34:36

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: Model Risk Management (OCC Comptroller's Handbook) In this episode, Samantha Shares discusses the OCC's "Model Risk Management" handbook (Version 1.0, August 2021). This comprehensive handbook provides guidance on how financial institutions should manage risks associated wi…

1
S3 | E13: 2025 Top Emerging Risks: Preparing for the Unpredictable 23:13

5M ago23:13

23:13

In this episode of the Risk Intel Podcast, host and Lumio CEO Edward Vincent invited CFO/CRO Shawn Ryan to the show to discuss the top emerging risks facing financial institutions today. Their discussion, enriched by insights from the NC State University ERM Initiative "13th Annual Executive Perspectives on Top Risks Survey," sheds light on critica…

1
Understanding the Capitalization of Unpaid Interest Into the Loan Balance 15:43

5M ago15:43

15:43

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients. 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 t…

1
Building Resilience: Contingency Funding Plans for Credit Unions 8:44

5M ago8:44

8:44

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA wants you to build a good contingency funding plan. We discuss their guidance on this important topic. 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. Ou…

1
S3 | E12: How to Improve Collaboration Among Banks, FinTechs, and Regulators 42:56

5M ago42:56

42:56

The relationship among banks, FinTechs, and regulators has never been more critical - or more complex for that matter. With technology advancing at breakneck speed, the challenge lies in striking a healthy balance between fostering innovation, while not compromising the safety and soundness of the financial services industry. In this episode of the…