Banking Out Loud

About Banking Out Loud

This podcast brings together industry experts and banking professionals to discuss the latest trends, technology and strategies relevant to the banking sector. Tune in to stay ahead in today's rapidly evolving industry Discover other PCBB insights: Industry Insights: https://www.pcbb.com/industry-insights Daily Newsletter: https://www.pcbb.com/bid

Publisher

PCBB

Category

business

Language

en

Explicit

No

First episode

14 May 2021

Latest episode

29 Sept 2026

Latest episodes

31 episodes in the feed.

1. 

   29 Sept 2026

   Innovation, Risk, and Compliance: Every Banker’s Role from the Start

   Key Takeaways Risk management is not limited to one executive or department. Clear ownership, timely escalation, and informed decisions across the organization can help a community financial institution respond to change sooner. Don’t wait until a product is built, an agreement is signed, or a campaign launches to involve risk, compliance, operations, and other experts. Early collaboration can help avoid rework, inconsistent processes, and customer issues. Compliance professionals can help teams identify what is possible, what needs adjustment, and what may introduce unacceptable risk. Their role is not simply to say no — it is to help the community financial institution meet its objectives responsibly. In this episode of Banking Out Loud, hosts Nancy Ozawa and Virginia Robbins discuss why risk and compliance are shared responsibilities across a community financial institution. Joined by Patti Joyner, Founder and President of Financial Solutions, and PCBB Chief Risk Officer Radhika Lipton, they explore how compliance provides guardrails while risk management takes a broader, forward-looking view. The conversation examines how community financial institutions can navigate change, from launching new products to evaluating stablecoins and AI. Patti and Radhika emphasize engaging the right stakeholders early, building strong processes before launch, and viewing risk and compliance as strategic partners that help institutions serve customers, manage change, and move forward responsibly. Guests: Patti JoynerPresidentFinancial Solutions Radhika LiptonSVP, Chief Risk OfficerPCBB Hosts:Nancy OzawaChief Marketing OfficerPCBB Virginia Robbins EVP, Chief Solutions OfficerPCBB

2. 

   25 Aug 2026

   AI for Lenders: Smarter Tools for Sales Success

   Key Takeaways: Lenders can use AI to build profiles on prospects and their companies ahead of meetings, helping them show up better prepared and anticipate borrowers’ questions. Setting aside just 10 minutes a day to experiment with AI is a simple, practical way to start building an AI-ready sales habit. Customizing AI settings with your role and objectives turns generic responses into tailored ones specifically to your work as a lender. Artificial intelligence is transforming how community financial institutions’ sales teams prospect, prepare, and connect with their customers. In this episode of Banking Out Loud, hosts Nancy Ozawa and Jo Ellen McKinley speak with Craig Kirkpatrick, co-founder of Optimal AdvisorAI, about the practical ways AI is reshaping sales roles in banking. The conversation explores how AI can act like a sales assistant, helping lenders rapidly prospect, prepare for customer visits, sharpen communication, and serve as a strategic prospecting partner. Craig also shares real use cases like building executive and company profiles before borrower meetings, and offers guidance on customizing AI settings, and finding just 10 minutes a day to start integrating AI into a daily sales routine. Guest: Craig KirkpatrickCofounderOptimal AdvisorAIHost:Nancy OzawaChief Marketing OfficerPCBB Co-Host: Jo Ellen McKinley SVP, National Business Development ManagerPCBB

3. 

   22 Jul 2026

   How AI Frees Managers to Lead Their Teams — Not Just Manage Them

   Listen to how AI can safely cut routine work, boost productivity, and strengthen customer relationships while keeping human judgment at the center.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 18 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

22

Social presence

0

YouTube

0

Engagement

32

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