Best Lumio Solutions Podcasts (2025)

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

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2M 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

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…

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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…

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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…

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

3M 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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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…

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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…

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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…

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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…

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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…

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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…

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S3 | E11: Q1 Pulse Check: Kirsten Muetzel Shares 2025 Financial Services Vital Signs 37:41

6M ago37:41

37:41

As 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? 16:39

6M ago16:39

16:39

Enterprise 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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S3 | E9: How CROs Can Leverage A.I. to Modernize Their Risk Program 30:11

6M ago30:11

30:11

Follow 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

6M ago25:36

25:36

Data 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 16:26

7M ago16:26

16:26

Implementing 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

7M ago20:14

20:14

The 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 15:14

7M ago15:14

15:14

In 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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S3 | E4: Annual KRI Health Check: The Importance of Evolving Your Key Risk Indicators 16:35

7M ago16:35

16:35

In 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

7M ago27:04

27:04

In 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

8M ago26:01

26:01

In 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 30:34

8M ago30:34

30:34

The 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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How these founders rebranded this 600 year old product w/ Y'all Sweet Tea 18:25

9M ago18:25

18:25

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab It's time to get the par-tea started. And today's product promises to be the best you've ever had. Will they be able to convince the Sharks that they need a taste? Or will their $10M valuation prove too steep? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their busi…

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Turning kids into content creators?! w/ Creator Camp 18:16

9M ago18:16

18:16

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab Today's founders are trying to solve the iPad Kids phenomenon by giving them more reasons to be on their iPads. Make it make sense, am I right? Their summer camp program aims to have your kids filming and editing their way to content creator success. Will the Sharks think it's tec…

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S2 | E52: 2024 Risk Intel Rewind: The Top 10 Episodes You Can’t Miss 18:03

9M ago18:03

18:03

SRA 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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What To Do When A Product Is Too Niche? w/ Chalkless 20:30

9M ago20:30

20:30

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab In sports, it's important to be gritty, or according to today's founders, grippy. That's right, forget about chalk, today's product promises stronger grips with a quick pat pat and clap clap. With a $10M valuation, these founders may find themselves in a sticky situation. Will the…

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Power saws for kids?? What could go wrong?! w/ Chompshop 19:52

9M ago19:52

19:52

The holidays are upon us and what better gift for your child than a specialty power saw? Don't worry, it's totally kid proofed. It'll just cut your bank account with its price tag of $230. What could go wrong? Will the Sharks think this product is a cut above the rest or will these founders be dismissed as hacks?…

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S2 | E51: Using Data as a Strategic Asset (Part 2) Governance Frameworks 24:51

9M ago24:51

24:51

Season 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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Bringing Back a 1980s Clothing Trend with a New Twist w/ 1920 Convertible Clothing 20:17

9M ago20:17

20:17

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab What do you call a jacket that goes up in flames? A blazer! Not unlike today's pitch, am I right? Mostly joking. This outerwear company boasts all time sales of $505, 000, but with a valuation of $2.5 million, will these founders manage to snuggle up next to a shark, or will the re…

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Can this product make “butt cleavage” a new trend in men's swimwear? w/ Moonies 16:44

9M ago16:44

16:44

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab The product today is simply astounding. It's an innovative take on men's swimwear that's more than a little cheeky. But with only 1, 000 in sales, the Sharks may need some buttering up. Will the Sharks take a bite or will these founders leave bummed? Hosts Jorie Munroe and Ariel Bo…

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The Ins and Outs of Pre-Sales as Launch Strategy w/ Terrashroom 17:08

9M ago17:08

17:08

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab What kind of vehicle did the mushroom drive? A spores car, of course! We've covered at least three other mushroom products from Shark Tank, but nothing with a $7M valuation. Will this product make the Sharks give a shiitake or will the Sharks think this founder needs way more room …

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S2 | E50: Using Data as a Strategic Asset (Part One) Data Architecture 25:24

9M ago25:24

25:24

In season two's 50th episode of The Risk Intel Podcast, host Ed Vincent, sat down with Jeff Fink, CEO and Co-founder of Lumio Insight, to share his view on the evolving role of data in financial institutions. Drawing on his extensive experience in data management, Jeff outlined how organizations can transform data into a strategic asset, unlocking …

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This product aims to be the Impossible Foods of Sushi w/ Finneato Fysh Foods 19:37

9M ago19:37

19:37

Get the Entrepreneurship Trends Report: https://clickhubspot.com/ab There's something fishy about today's product. As in, it looks like a fish. It tastes like a fish, but it's made from vegetables? That's right, it's a safe and vegetarian spin on raw fish. Mercury and parasites not included. And for one special shark, this product is going to be a …

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Mark Cuban: “This could be our biggest deal ever” w/ Doatnut 17:35

9M ago17:35

17:35

If there is one life lesson to be learned from Shark Tank, it's doughnut stop believing in yourself entrepreneurs and today's product will leave you simply a-glazed with all this one woman show has managed to accomplish. I won't sugarcoat this–some sharks are going to love this pastry product a whole lot and others will find it a bit of a weirdoh. …

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S2 | E49: Integrated Risk Management: Leveraging Tools & Frameworks To Tell The Right Story 33:34

9M ago33:34

33:34

Follow us to stay in the know!By SRA Watchtower

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Did Going Viral Plunge This Waxing Startup Into Debt? w/ Sugardoh 19:32

9M ago19:32

19:32

Today's episode is about to get hairy. Not to wax poetic, but this is a fun new spin on hair removal. Will the Sharks find their $10M valuation a sweet deal or will these founders be left in a sticky situation? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business insights on Shark Tank products. Listen for: The pros/cons of p…

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The College Dropout Who Turned Down $300K For His $1M Side Hustle w/ Kobee’s 20:01

9M ago20:01

20:01

I love a product that creates a good buzz, and let me tell you, this founder's been on a roll. All natural lip balm is just the bee's knees. But truth be told, I'm not sure the Sharks will be won over by this small company's $5M valuation. Will the Sharks bite, or will this founder be left stung? Hosts Jorie Munroe and Ariel Boswell jump into the t…

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What Makes A Brand A ‘Lifestyle’ Brand? w/ Yardsale 21:11

10M ago21:11

21:11

Slope and steady wins the race, or at least that's what today's product is trying to show the Sharks with only $220K in sales to date. Will the Sharks take a bite of this company boasting a whopping $2M valuation? Or will they tell these founders, ski you later? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business insights on…

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S2 | E48: 2024 Election Insights: The Path Forward for Banks and Fintechs Under Trump’s Presidency 36:42

10M ago36:42

36:42

In this Risk Intel Podcast, Ed Vincent sat down with Ian Moloney, SVP of Policy and Regulatory Affairs, and Hayden Cole, Director of Federal Government Affairs from the American FinTech Council (AFC), to analyze what the 2024 election results mean for financial services regulation, enforcement, and bank-FinTech partnerships. They explored expected …

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We Break Down The Branding Mistakes Behind This Mock Fried Chicken w/ Life Raft Treats 20:59

10M ago20:59

20:59

These days my favorite trend on social media is the “is it cake?” trend. Bakers the world over try to bake cakes that look like real world objects. Today's founders look to take it a step further and will have you asking, “is it ice cream?” It's a tantalizing treat that's worth a whopping $5M valuation. Will the sharks bite or will this founder duo…

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Is This Product The Next Cornhole of Yard Games? w/ Bucket Golf 19:43

10M ago19:43

19:43

Four! Yes, like golf. But also the number of sharks that enter the tank, ready to take a bite out of today's product. It's a feeding frenzy that will make these founders want to party. Will this innovative new yard game be a hole in one or will the sharks find them not up to par? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their bu…

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S2 | E47: Establishing a Resilient ERM Framework - Insights From Two Seasoned CROs 30:42

10M ago30:42

30:42

Follow us to stay in the know!By SRA Watchtower

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How To Turn A Product Into A Company w/ RigStrips 17:07

10M ago17:07

17:07

After a long day on the slopes, the last thing you need is for your skis to shred the side of your car as they fall. Today's two founders aim to give powder to the people with their innovative new product. Will the Sharks hop on board or is it all downhill from here? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business insigh…

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How To Successfully Scale A Regional Food Tradition w/ Topsail Steamer 21:28

10M ago21:28

21:28

We're shrimply on cloud nine when I'm at a good lobster bake. Too bad they usually only happen in the summer. Today's founder aims to change all that with her new spin on bringing seafood to a kitchen near you. You just need to add water. Will this product sink or swim? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business ins…

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S2 | E46: Strengthening Bank-FinTech Partnerships - Phil Goldfeder, CEO, AFC 31:49

10M ago31:49

31:49

In the latest episode of the Risk Intel Podcast, Phil Goldfeder, CEO of the American Fintech Council (AFC) joined host Ed Vincent to delve into the evolving relationship between banks and fintech firms. Ed and Phil connect on the latest comment letter the AFC submitted in response to the joint Request for Information on Bank-Fintech Arrangements In…

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This App Aims To Gamify Running. But Will It Work? w/ Card.io 17:54

10M ago17:54

17:54

These days, there's an app for everything. An app to be social, an app to track your fitness, and an app to entertain you. But today's founder said, why not all three? It's an interactive fitness app that even has the founder of Pokemon Go throwing money at him. Will the Sharks agree? Hosts Jorie Munroe and Ariel Boswell jump into the tank with the…

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How to Build Awareness for a Niche Sneakerhead Community w/ 1587 Sneakers 19:12

10M ago19:12

19:12

Some hobbies, like hiking, can come cheap. Other hobbies, not so much. Rabid collectors will shell out thousands of dollars to get the latest and greatest hat, figurine, or sneaker. Today's founders are banking on just that. Will their sneaker company be a hit or a miss? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business in…

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$15M Valuation for a Mouthguard?! w/ TruFit 19:14

10M ago19:14

19:14

Protecting your pearly whites should always be top of mind when it comes to playing sports, but the options on the market today are bulky and messy. Today's founder aims to change that. But with a whopping $15M valuation, we'll see if the Sharks think this innovation is worth it at all. Will they bite? Hosts Jorie Munroe and Ariel Boswell jump into…

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S2 | E45: Scary Stories of Risk Management 14:42

10M ago14:42

14:42

Happy Halloween! This special episode of the Risk Intel podcast features scary stories of risk management. Coming from real-life experiences from our team member’s days in banking. Host, Ed Vincent, is joined by Shawn Ryan, Beth Nilles, Niki White, Megan Turcios, Trent Terry, and Cathy Jackson for a series of short spooky stories. Curl up with a ni…

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We Brainstorm Go-to-Market for This Non-Alcoholic Cocktail w/ Little Saints 20:45

10M ago20:45

20:45

Today in the tank, we have a product that aims to help you indulge in your favorite adult beverages without all the negative side effects. Will the Sharks give a shiitake about this product or will this founder walk away without a deal? Hosts Jorie Munroe and Ariel Boswell jump into the tank with their business insights on Shark Tank products. List…