The Banking on Data podcast is for community bank and credit union leaders who understand that the future of financial services is powered by data. Hosted by Ed Vincent, CEO of Lumio Solutions, this podcast offers executive-level insights into how financial institutions can leverage business intelligence, data strategy, and advanced analytics to drive performance, manage risk, and unlock growth opportunities. Each episode features conversations with industry leaders, data experts, and financ ...
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Rcsa Podcasts
14 time GMs Jeff Jones and Steve Foster bring you their insights into the shooting sports
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#117 RCSA Worlds/Mississippi recap and other stuff
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36:19#117 RCSA Worlds/Mississippi recap and other stuff by SteelTargetPaintBy SteelTargetPaint
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S3 | E28: Data-Driven Growth: Empowering Frontline Teams with Actionable Insights
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38:33
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38:33Community banks have always excelled at building relationships. But in a market driven by data, relationships alone aren’t enough. The next wave of growth in banking depends on turning customer insights into action. This means empowering marketing, sales, and frontline teams to collaborate smarter and deliver more personalized experiences. In this …
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S3 | E27: AI Starts with Data: Why Governance Is Your First Step
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38:31Artificial 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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S3 | E26: Building a Cyber Risk Playbook for the Post-CAT World
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16:44Cybersecurity 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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S3 | E25: Responsible Innovation: How Fintechs & Banks Can Align for the Future
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27:52What 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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#116-Area6 recap and technical difficulties
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45:46#116-Area6 recap and technical difficulties by SteelTargetPaintBy SteelTargetPaint
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S3 | E24: AI Oversight: Why Program Risk Assessment Is Essential
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10:57Artificial 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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S3 | E23: How Community Financial Institutions Can Build a Responsible AI Approach
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19:19Artificial 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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#115-A6 and more by SteelTargetPaintBy SteelTargetPaint
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S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
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27:12In 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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#114-MetalMadness_WSSC_newstuff by SteelTargetPaintBy SteelTargetPaint
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S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk
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18:35In 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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S3 | E20: Mind The Gap (PT1) What Does Execution Risk Really Mean For Banks?
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27:28In 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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S3 | E19: Cyber Risk in Focus: The Regulatory Shift and What It Means for You
29:13
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29:13The 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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S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool
27:15
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27:15The 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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S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact
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19:06
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19:06Organizations 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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S3 | E16: The Data Strategy Divide: Why Reports Aren’t Enough
12:23
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12:23Ed 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…
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S3 | E15: Defining A Data Strategy: What a Data Strategy is - and Isn’t
8:36
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8:36In 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…
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S3 | E14: How to Start a Data Strategy From Nothing: Make the Mind Shift From Stuck To Start
28:05
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28:05For 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…
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#113-Alabama,WSSC,A4, A3 by SteelTargetPaintBy SteelTargetPaint
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S3 | E13: 2025 Top Emerging Risks: Preparing for the Unpredictable
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23:13In 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…
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#112-Georgia recap, Survey, WSSC by SteelTargetPaintBy SteelTargetPaint
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S3 | E12: How to Improve Collaboration Among Banks, FinTechs, and Regulators
42:56
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42:56The 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…
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S3 | E11: Q1 Pulse Check: Kirsten Muetzel Shares 2025 Financial Services Vital Signs
37:41
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37:41As the year 2025 unfolds, the financial services industry is experiencing shifts that few could have fully anticipated at the beginning of the year. From regulatory changes to the rapid advancement of artificial intelligence (AI), and global economic instability, financial institutions face a dynamic environment filled with both opportunities and r…
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S3 | E10: Why Should a Financial Institution CEO Prioritize ERM?
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16:39Enterprise Risk Management (ERM) has long been viewed as a defensive function—something financial institutions do to satisfy regulators and avoid compliance issues. However, this perspective is outdated. In today’s volatile business environment, ERM is a strategic necessity that enables organizations to anticipate challenges, seize opportunities, a…
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#111-West Florida 2025 by SteelTargetPaintBy SteelTargetPaint
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S3 | E9: How CROs Can Leverage A.I. to Modernize Their Risk Program
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30:11Follow us to stay in the know!By Lumio
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S3 | E8: How Vantage Bank Modernized Their ERM Program Through Data & Technology
25:36
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25:36Data is not just a byproduct of operations—it is the foundation for strategic decision-making and risk management. Vantage Bank, a leading community bank out of San Antonio, Texas committed to innovation and operational excellence, has embraced this reality by modernizing its risk management program through data and technology. In this episode of T…
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S3 | E7: Best Practices for a Successful RCSA Implementation
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16:26Implementing a Risk and Control Self-Assessment (RCSA) tool is a crucial step for financial institutions seeking to enhance their risk management frameworks. Starting with a well-executed RCSA process enables organizations to identify, assess, and mitigate risks effectively while ensuring compliance with regulatory requirements. However, successful…
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S3 | E6: SRA Watchtower + Lumio Insight: The Future of Risk & Business Intelligence
20:14
20:14
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20:14The latest episode of the Banking on Data Podcast featured Jeff Fink, Co-Founder of Lumio Insight, joining host Ed Vincent to discuss an exciting milestone — SRA Watchtower’s acquisition of Lumio Insight - now known as Lumio Solutions. This strategic move combines two companies with a shared vision: empowering community-based financial institutions…
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S3 | E5: How To Drive A Calculation Methodology Within Your RCSA
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15:14In this episode of the Banking on Data Podcast, Beth Nilles joins host, Ed Vincent to discuss how to drive a calculation methodology within a bank's or credit union's Risk and Control Self-Assessments (RCSA) process. Listen to the full episode to learn tips and guidance on executing this within your institution. Follow us to stay in the know!…
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#110-First of 2025 by SteelTargetPaintBy SteelTargetPaint
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S3 | E4: Annual KRI Health Check: The Importance of Evolving Your Key Risk Indicators
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16:35In this episode of the Banking on Data Podcast, Lumio’s own Cathy Jackson, VP of Client Services and a seasoned risk management expert joined host, Ed Vincent, to explore the evolving nature of Key Risk Indicators (KRIs) and how financial institutions can ensure their KRIs remain effective and actionable. Listen to the full episode to learn more. F…
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S3 | E3: Part 3 | Using Data as a Strategic Asset With Jeff Fink, Lumio Insights
27:04
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27:04In this episode of the Banking on Data Podcast, Ed Vincent, host of the show and CEO of Lumio, welcomed Jeff Fink from Lumio Insight, back to the show to explore the critical topic of risk mitigation in financial institutions. This third part of their conversation delved into the strategies, technologies, and frameworks that help organizations navi…
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S3 | E2: Driving Banking Innovation In 2025 - Insights From Joseph Berry (KBW)
26:01
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26:01In this episode of the Banking on Data podcast, Joseph Berry, Co-head of Investment Banking at KBW, joined host Ed Vincent to share his insights into the evolving landscape of banking and FinTech and what will drive innovation in 2025. Joe discussed critical topics ranging from data analytics and customer profitability to the role of mergers and ac…
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S3 | E1: Navigating the 2025 Banking M&A Landscape
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30:34The Season 3 premiere of the Banking on Data Podcast brings a timely and thought-provoking discussion about the rapidly evolving M&A landscape in the banking sector and predictions for 2025. Host Ed Vincent welcomed Joseph Fenech, founder and Chief Information Officer of GenOpp Capital Management, to unpack the trends and strategies shaping this pi…
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A special announcement from Steve FosterBy SteelTargetPaint
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S2 | E52: 2024 Risk Intel Rewind: The Top 10 Episodes You Can’t Miss
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18:03SRA Watchtower's Risk Intel Podcast has become a leading resource for financial institutions and risk professionals seeking actionable insights into enterprise risk management (ERM). Hosted by Ed Vincent, CEO of SRA Watchtower, the podcast covers critical topics such as integrated risk management, data governance, and the role of technology in tran…
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S2 | E51: Using Data as a Strategic Asset (Part 2) Governance Frameworks
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24:51Season 2 | Ep. 51: Using Data as a Strategic Asset (Part 2) Governance Frameworks Follow us to stay in the know!By SRA Watchtower
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#108-End of 2024 by SteelTargetPaintBy SteelTargetPaint
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