Women of Community Banking Podcast

About Women of Community Banking Podcast

World’s #1 Podcast featuring journeys for Women leaders of Banking.

Publisher

Women of Banking Podcast

Category

business

Language

en

Explicit

No

First episode

28 Mar 2025

Latest episode

6 Nov 2026

Latest episodes

94 episodes in the feed.

1. 

   6 Nov 2026

   Credit Union CFO Reveals the Biggest Risk Most Leaders Are Overlooking | Laura Stewart, CFO, Y-12

   Welcome back to a brand new episode of Women of Banking! 🏦✨In this insightful episode, host Anurag sits down with Laura Stewart, Chief Financial Officer (CFO) of Y-12 Credit Union, for a deep dive into non-profit financial leadership, rate cycle navigation, risk management, and career evolution.Laura shares her unique and unconventional career journey—starting with a degree in marketing and a career in television production before transitioning into accounting, earning her CPA, working in public accounting, and ultimately stepping into the CFO role at Y-12 Credit Union.🔑 KEY TOPICS COVERED:• Unconventional Career Path: How an early career in TV production and networking while camping laid the foundation for a successful executive accounting and finance career.• Bank CFO vs. Credit Union CFO: Understanding how credit unions balance member-first values, community impact, and safety/soundness with financial sustainability.• Margin to Pursue the Mission: Why profitability, strong capital, and healthy balance sheets are essential to investing in modern technology, staff, and member experience.• Navigating Extreme Rate Cycles: Lessons learned from the dramatic Fed rate hikes of 2022–2023, managing investment portfolios, rate committees, mortgage-backed securities, and implementing derivatives.• Enterprise Risk Management (ERM): Why the fastest-growing threat in modern banking isn’t just interest rate risk or liquidity risk—it’s the unprecedented pace of change.• Community-Driven Leadership & CDFI: How Y-12 Credit Union serves over 120,000 members across East Tennessee and Kentucky, and the impact of obtaining a CDFI (Community Development Financial Institution) designation.• Timeless Financial Advice: Laura’s top financial tips for young professionals on saving early, creating realistic budgets, and building investment confidence.🕒 TIMESTAMPS:00:00 - Introduction & Welcome to Women of Banking00:23 - Meet Laura Stewart: Marketing, TV Production & Falling in Love with Accounting01:27 - Career Journey: From Mortgage CUSO to Public Accounting & CPA03:40 - The Power of Networking & Building Relationships in Finance05:15 - Credit Union CFO vs. Commercial Bank CFO: Purpose & Mission07:15 - The Rate Committee: Collaborative Pricing & Balance Sheet Alignment08:26 - "Margin to Pursue the Mission": Profitability in Non-Profit Banking10:00 - Navigating the 2022–2023 Fed Rate Hikes & Portfolio Restructuring12:05 - Utilizing Financial Derivatives for Risk Management13:14 - Why Predicting Interest Rates is a Myth (The ALCO Rate Game)14:10 - Financial Advice to My 25-Year-Old Self: Saving, Budgets & Stock Market Basics17:35 - Leadership Principles: Transparency, Fun, Accountable Communication & Growth20:00 - Enterprise Risk Management (ERM): The Pace of Change in Banking Technology21:40 - East Tennessee Roots, Community Trust & CDFI Certification Impact24:14 - Closing Remarks💡 ABOUT OUR GUEST:Laura Stewart, CPA, is the Chief Financial Officer at Y-12 Credit Union, a community-focused financial institution serving over 120,000 members across East Tennessee and Kentucky. With a background spanning marketing, TV production, public accounting, tax, and credit union financial analysis, Laura brings a holistic, relationship-driven approach to balance sheet management, ERM, and member value creation.🔍 TRENDING KEYWORDS / HASHTAGS:Women of Banking | Credit Union CFO | Balance Sheet Management | Enterprise Risk Management | Interest Rate Hikes | Financial Leadership | Non-Profit Banking | Y12 Credit Union | Banking Podcast | Women in Finance | CPA Career Path | Liquidity Risk | Derivatives in Banking | Banking Technology | CDFI#WomenInBanking #CreditUnion #FinanceLeadership #CFO #BankingPodcast #FinancialStrategy #RiskManagement #Y12CreditUnion

2. 

   3 Nov 2026

   Unlocking Growth Through Client Loyalty |Jordyn Kemats, Director, Sales Strategy &Marketing S&T Bank

   Welcome to a brand-new episode of the Women of Banking Podcast! In this insightful episode, host Anurag sits down with Jordyn Kemats, Executive Vice President (EVP) and Director of Sales Strategy and Marketing at S&T Bank. With over two decades of experience in the banking and financial services sector—including key leadership roles at major institutions such as HSBC, Huntington Bank, and now S&T Bank—Jordyn brings a wealth of knowledge on retail banking execution, customer experience transformation, strategic brand alignment, and female leadership in finance.Whether you are an aspiring leader, a financial services executive, a retail banking professional, or a marketer looking to understand customer psychology, this episode provides actionable strategies and proven frameworks for achieving sustainable growth and driving meaningful organizational change.==================================================📌 EPISODE HIGHLIGHTS & KEY TAKEAWAYS1. The Psychology Behind Effective Marketing & Sales StrategyJordyn reflects on starting her academic journey in psychology and how understanding human behavior, motivations, and needs serves as the foundational driver behind modern marketing campaigns, product design, and client engagement.2. Connecting Enterprise Strategy to Frontline ExecutionDiscover how S&T Bank bridges high-level strategic vision with everyday frontline execution across branch networks, customer support teams, product management, and employee training programs.3. Earning #1 J.D. Power Customer Satisfaction & TrustLearn the secrets behind S&T Bank’s top ranking in the J.D. Power Mid-Atlantic and Pennsylvania Retail Banking Satisfaction Studies. Jordyn highlights why trust, relationships, and thousands of small daily micro-interactions matter far more than transactional selling.4. The Community Banking Advantage in a Tech-Driven WorldWhile mega-banks and FinTech startups focus on broad, high-volume digital solutions, community banks differentiate themselves through hyper-local relationships, personalized advice, and life-changing financial solutions for families and small business owners.5. Overcoming the Challenges of Digital TransformationNavigating rapid changes in financial technology requires disciplined prioritization, clear change management, and empathetic leadership to bring employees and customers along the transformation journey.6. Replacing "Pushy Sales" with a "Solutions-First" CultureShifting the mindset from sales metrics to client advisory services. Jordyn explains how financial institutions can train bankers to listen deeply, identify key life moments, and offer genuine solutions rather than pushing products.⏱️ CHAPTER TIMESTAMPS==================================================00:00 - Introduction & Welcome to Women of Banking Podcast00:08 - Meet Guest Jordyn Kemats (EVP, S&T Bank)00:38 - Career Journey: HSBC, Huntington Bank & S&T Bank01:41 - How a Psychology Degree Shapes Modern Banking Strategy03:32 - Career Mentorship & Navigating Early Professional Choices04:13 - Day-in-the-Life: Managing Sales Strategy, Marketing & CX05:23 - Designing Seamless End-to-End Customer Experiences06:58 - The Story Behind S&T Bank’s #1 J.D. Power Ranking08:04 - Why Customer Trust Trumps Products and Convenience09:20 - How Community Banks Deliver Life-Changing Solutions11:25 - The Toughest Challenges in Modern Banking Transformation13:45 - Building a "Solutions Culture" Instead of a Pushy Sales Culture16:22 - Crucial Career Advice for Aspiring Women in Leadership17:58 - Embracing Risk, Overcoming Self-Doubt & Saying Yes18:32 - Closing Remarks, Thank You & Wrap-Up#WomenInBanking #CommunityBanking #BankingTransformation #FemaleLeaders #CustomerExperience

3. 

   28 Oct 2026

   Human + Digital: The Next Era of Wealth Banking | Purva Sule, Head of Strategy (US Wealth), BMO

   In this episode of the Women of Banking Podcast, host Anurag sits down with Purva Sule, Head of Strategy for US Wealth Management at BMO (Bank of Montreal) and former McKinsey & Company consultant. Purva reveals how top financial institutions are blending high-tech AI capabilities with high-touch human relationships to redefine modern wealth advisory. The "Human + Digital" Wealth Formula: Why the future of private wealth management is not an "either/or" choice between human advisors and digital platforms, but a hybrid model that maximizes client engagement and frees up advisor time. Separating AI Fluff from Real P&L ROI: How to evaluate generative AI, machine learning models, and agentic AI workflows based on bottom-line financial impact—such as streamlining client onboarding, automating meeting preparation, and enhancing contact center efficiency. The Multi-Trillion-Dollar Great Wealth Transfer: How generational wealth shifts and stock market growth are driving unprecedented capital, talent, and competition into wealth management from banks, brokerages, asset managers, and fintechs alike. Digital Self-Service Across Generations: Why digital convenience isn't just for Gen Z and Millennials—how high-net-worth clients in their 70s, 80s, and 90s are demanding seamless mobile access for money movement and transaction approvals. Trust, Transparency & Explainable AI (XAI): Why algorithmic transparency and model governance are critical in wealth management, where clients demand to know the exact data and peer logic behind automated investment or estate planning suggestions. Career Insights for Emerging Leaders: Purva's advice for early-career professionals and women in finance on the importance of speaking up, overcoming self-doubt, and bridging the gap between strategic thinking and corporate execution. 00:00 - Episode Introduction: Welcome Purva Sule, Head of Strategy at BMO US Wealth 01:10 - From McKinsey Strategy to Banking Tech Execution: Purva’s Career Journey 03:01 - Managing Digital Wealth Platforms: Lessons from BMO and Northern Trust 04:05 - AI in Financial Services: Distinguishing Real P&L Impact from Market Fluff 06:50 - Agentic AI Workflows: Onboarding Automation & Contact Center Real-Time Support 10:00 - Fast-Paced Shifts in Wealth Management: Demographics, Competition & Tech 11:58 - Navigating the Great Wealth Transfer: Next-Gen & Senior Self-Service Expectations 14:07 - Early Career Advice: Speaking Up, Owning Your Voice & Second-Guessing Less 15:23 - The Future of Banking: Why Trust, Ethics & Explainable AI (XAI) Always Prevail 20:48 - The Missing AI Risk Conversation: Balancing Technical Feasibility with Client Appropriateness 21:29 - Wrap Up & Closing Thoughts Human Plus Digital Banking, Wealth Management Strategy, Future of Wealth Advisory, AI in Financial Services, BMO Wealth Management, Purva Sule BMO, Agentic AI in Banking, Digital Transformation in Wealth Management, The Great Wealth Transfer, High Net Worth Individual (HNWI) Banking, Explainable AI in Finance, Contact Center AI Automation, Women of Banking Podcast, McKinsey to Corporate Execution, Private Banking Innovation, Wealth Tech Trends, Advisor Productivity Tools, Open Banking, Financial Services Customer Experience (CX). Purva Sule serves as the Head of Strategy for the US Wealth Management business at BMO (Bank of Montreal). With nearly two decades of executive experience across McKinsey & Company, Northern Trust, and BMO, Purva has led transformational initiatives across digital product design, cloud migration, open banking, cybersecurity, and AI strategy. Beyond her corporate role, she is an active advisor and mentor to early-stage startups and a dedicated non-profit advocate. #WealthManagement #ArtificialIntelligence #FinTech #WomenInBanking #BMO #DigitalTransformation #BankingInnovation #GenerativeAI #PrivateBanking #Leadership

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

2 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.