In this episode of the Risk Intel podcast, we bring back ERM experts Cathy Jackson, Beth Nilles, and Niki White to recap their previous examples of identifying hidden factories within their financial institutions. Each guest shared real-life examples to highlight the importance of mitigating risks associated with redundant processes and helped to q…

In this episode of the Risk Intel Podcast, we continue the conversation of hidden factories and highlight real-world examples from subject matter experts in risk management, across the banking industry. Today’s guest is Cathy Jackson, Director of Implementations for Watchtower, who brings a unique perspective to the table, having experienced hidden…

In the latest episode of the Risk Intel podcast, Beth Nilles, Watchtower's Director of Implementations, sheds light on the pervasive issues of hidden factories within the banking industry. Through a candid discussion with host Ed Vincent, Beth shares her firsthand experiences and insights into the operational challenges faced by financial instituti…

In this Risk Intel Podcast, host Ed Vincent invites Niki White, Chief Growth Officer at SRA Watchtower to the show to share a real-world example from her past life as a Chief Risk Officer that epitomizes the challenges of hidden factories in risk management. Niki shares a funny story that revolves around one seemingly innocuous box in her office th…

Hidden factories are prevalent throughout all industries, banking is not exempt. These inefficiencies lurk beneath the surface, silently eroding productivity and increasing risk. In the latest episode of the Risk Intel Podcast, the focus is squarely on uncovering these elusive inefficiencies. Host and SRA Watchtower CEO Edward Vincent and guest Sha…

This podcast is a brief discussion on the importance of having solid internal organizational practices in place, so that you can deliver consistency with your clients.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this Risk Intel podcast, host Edward Vincent welcomed back Shawn Ryan, Chief Financial Officer at Strategic Risk Associates (SRA) to continue the conversation of hidden factories and what a Hidden Factory could look like inside a bank? These covert inefficiencies, often overlooked, can significantly impede operational effectiveness and risk mana…

In this episode of the Risk Intel Podcast, industry veteran Shawn Ryan joined host, Ed Vincent to share invaluable insights into what is a hidden factory and how these types of risks could be lurking within banking operations. With over 30 years of experience in financial institutions, Shawn sheds light on the concept of hidden factories and their …

The podcast show today is a conversation about how to run successful daily huddles with your team, while assuring you have the correct team. It's an encouragement to hire those who are better than you and fire those who are not performing quickly, so your team will be more successful.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

Effective risk management is paramount to the success of Financial Institutions. Beth Nilles, a leading expert at SRA, joined Ed Vincent on the Risk Intel Podcast to discuss the innovative strides being made in risk and control self-assessment (RCSA) implementations at Strategic Risk Associates. The conversation delved into the why and how behind t…

In today's rapidly evolving financial landscape, effective risk management is paramount for the success and stability of banks. One crucial tool in this endeavor is a Risk and Control Self-Assessment (RCSA), which provides insights into operational risks and informs strategic decision-making. In this episode of the Risk Intel Podcast, Beth Nilles, …

In the ever-evolving landscape of risk management, organizations are constantly seeking effective strategies to identify, assess, and mitigate risks. One such strategy gaining traction is Risk and Control Self-Assessment (RCSA), a method that empowers businesses to proactively manage risks from within. In a recent episode of the Risk Intel Podcast,…

In this episode of the Risk Intel Podcast, we had the privilege of hosting Joseph S. Berry, Co-Head of Investment Banking at Keefe, Bruyette, & Woods (KBW), a Stifel Company. With over 25 years of strategic advisory experience, Joe shares his expertise and insights into the ever-evolving landscape of financial services, regulatory challenges, and r…

The impact employee theft is having on business profits. Employee theft is often unrecognized until the profits of the company have lowered so significantly that an audit is required.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this episode of Risk Intel, we're delving deep into the critical topic of succession planning with Michael Glotz, CEO of SRA Consulting. Building upon our previous conversation, we'll explore key considerations, best practices, and real-world examples to help organizations navigate the complexities of leadership transitions in risk management. F…

Let’s review a few methods to identifying productivity killers every business should utilize to determine if you have inefficiencies negatively impacting your profit growth. They are as follows: listen to employee feedback, perform observations on processes, implement software for evaluation, assess business technology needs and evaluate KPIs.…

Succession planning stands as a cornerstone of organizational management, especially within the risk departments of financial institutions. In a recent episode of the Risk Intel Podcast, host Ed Vincent, CEO of SRA Watchtower and guest Michael Glotz, CEO of SRA Consulting delved into the intricacies of succession planning in risk management. Follow…

In the dynamic landscape of financial risk management, this episode of the Risk Intel Podcast unveils a treasure trove of strategic insights. Our guest is industry veteran Doug Cargnel, boasting nearly 30 years of operational risk management and audit experience, the conversation centers around the crucial components of Risk and Control Self-Assess…

In this episode of the Risk Intel Podcast, host Ed Vincent welcomes Doug Cargnel back to the show to help explain some of the practical aspects of enacting a Risk and Control Self-Assessment (RCSA). Doug is a compliance expert, who brings nearly 30 years of operational risk management and audit experience in the financial sector. Follow SRA to Lear…

In the second part of this Risk Intel podcast with Ian P. Moloney, SVP and Head of Policy & Regulatory Affairs at the American Fintech Council (AFC), the focus shifts to the anticipated regulatory landscape of 2024 and how it could impact banks and FinTechs. Let's dive into the key insights and predictions discussed in this conversation. Follow SRA…

Successful Business Years don't just happen, they must be planned out. Today's episode is a discussion on the thought process and things you should be thinking about in the planning process and then encouragement to implement your business goal plans, so you may achieve success.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In the dynamic world of FinTech, staying ahead of regulatory changes is crucial for both innovation and consumer protection. In a recent episode of the Risk Intel podcast, Edward Vincent, CEO of Strategic Risk Associates (SRA) Watchtower, sat down with Ian P. Moloney, SVP, Head of Policy & Regulatory Affairs at the American FinTech Council (AFC), t…

This podcast is a discussion covering the challenges businesses face when they allow other businesses to charge for the services they provide, rather than collecting for those services upfront. We'll dive into alternative options to avoid the crisis of an out of control accounts receivable balance.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this episode of SRA’s Risk Intel Podcast, host Ed Vincent engages in a captivating conversation with Doug Cargnel, a seasoned professional boasting nearly three decades of operational risk management and audit expertise. The central theme of their discussion? Risk and Control Self-Assessments (RCSAs) – a pivotal component of a cutting-edge risk …

During our podcast today, we will be discussing a couple reasons why performing a cost analysis is important. Given my manufacturing engineering background, I think more in those terms sometimes where others forget about the need for performing a cost analysis. It's a critical point on impacting the profit growth potential or making a bad financial…

To kick off season two of the Risk Intel Podcast, Ed Vincent, host of the show and CEO of SRA Watchtower welcomed back Robin Greenlee, Chief Risk Officer at MapleMark Bank. The two delved into crucial aspects of scaling a risk management program and the importance of aligning it with the organization’s strategic growth objectives. Follow SRA to Lea…

Today's podcast is a conversation discussing the risk of not paying attention to the potential consequences of someone performing internal fraud against your business.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In episode 31 of the Risk Intel Podcast, host Ed Vincent, CEO of SRA Watchtower is joined by Robin Greenlee, Chief Risk Officer at MapleMark Bank. In this first installment of a two-part series, Robin shares insights into the challenges and successes of establishing a solid foundation of a risk management program during her early days at MapleMark …

In the latest episode of the Risk Intel Podcast, host, Ed Vincent, CEO of SRA Watchtower, engages in an enlightening discussion with Ryan Richardson and Andy Lorentz, seasoned attorneys and regulatory experts at Davis Wright Tremaine, LLP. This insightful episode unveils the intricacies of the newly proposed Consumer Financial Protection Bureau (CF…

This podcast is covering the benefits of ensuring you have the correct sales professional within your organization. We'll review the top three common mistakes frequently made by new sales professionals. The first being talking too much, the second being showing up and spewing all your knowledge and the third being never asking for the sale.…

In episode 29, host Ed Vincent is joined by Michael Glotz, Co-founder and CEO of SRA Consulting, to discuss the importance and implementation of risk committee charters. The main points Glotz communicates in this episode is (1) what is the role of the risk committee, (2) does the organization have the right Chief Risk Officer and risk staff in plac…

Today's podcast is a discussion on being thankful and the legacy we leave behind. I'm going to have an open conversation about a personal experience and the loss of my uncle. I'll share with you the experience of a memorial service I attended with my uncle's passing at the John 3:16 Ministries in Batesville Arkansas. I'll also talk about the legacy…

This podcast is a review of twelve steps every business should focus on if they are to achieve sustainable growth. We'll cover everything from establishing clear goals or objectives, market research, customer focus, strong team and efficient processes, financial management, innovation and adaptability, marketing and branding, data-driven decision m…

In the dynamic landscape of banking, risk management plays a pivotal role in ensuring stability and growth, no matter the size of the bank. Scott Uselton, the Chief Risk Officer (CRO) at First National Bank of Middle Tennessee (FNBMT), shares valuable insights gained over his 12-year journey, shedding light on the bank's evolution, his experience a…

Today's podcast I'm sharing my grandson's voice as an introduction to our discussion. Today we'll be reviewing the risks businesses need to consider when contemplating taking on debt.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

Episode #27 of the Risk Intel Podcast engaged in a conversation with Strategic Risk Associates (SRA) Co-founder and CEO of SRA Consulting, Michael Glotz. Ed Vincent, CEO of SRA Watchtower's SaaS side of the business and host of the show explored the significance of risk improvement activities, often referred to as "issue tracking." This podcast she…

This podcast is providing an outline and in depth details on steps to take for three methods to improve customer retention.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this episode of the Risk Intel podcast, host Ed Vincent sits down with Niki White, Chief Growth Officer at Strategic Risk Associates (SRA), to unravel the relationship between strategy and risk in the banking industry. Join us as we explore how these two critical elements are essentially two sides of the same coin, and why they must work hand in…

This podcast is a guide of five steps to avoiding common business mistakes which limit profitability. These are the 5 most common steps I believe we should avoid in our business endeavors, if we want to continue our progression of positive revenue growth. Inside this podcast we identify the five common mistakes to avoid, discuss why they should be …

In this episode of the "Risk Intel" podcast, host Edward Vincent had the privilege of sitting down with Michael Glotz, the CEO and Co-Founder of SRA Consulting. This insightful discussion centered on the eight critical categories of risk that form the backbone of risk management and unraveled the banking industry's core challenges. Follow SRA to Le…

Today's podcast is a review on finding the hidden revenue stream within your business.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this episode of the Risk Intel podcast, CEO and Co-founder of Strategic Risk Associates (SRA), Michael Glotz, joined host Ed Vincent to delve into the dynamics of effectively engaging risk committees in the financial sector. This insightful conversation provides a wealth of knowledge about the roles, responsibilities, and best practices associat…

This podcast is addressing proper forecasting of sales to achieve budget growth targets within the business.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In the ever-evolving landscape of banking and finance, managing risk is a top priority for institutions of all sizes. In this episode of the Risk Intel podcast, host Ed Vincent was joined by SRA compliance experts Beth Nilles and Mike Jones. Together, they delved into the world of program risk assessments, shedding light on their historical use, cu…

This podcast is a guide for reviewing and analyzing your sales pipeline to determine the largest limiting success factor within your business.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

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In this episode of the SRA Risk Intel podcast, industry experts Peery Heldreth and Amitabh Bhargava shared their insights into agricultural lending and the current state of the US agricultural and farming sector. If you're short on time and can't listen to the full episode, visit our blog where we've summarized the essential takeaways and valuable …

This podcast is exploring three of the most commonly missed opportunities costing business owners growth potential losses. The three missed opportunities being explored today are innovation and adapting, customer retention, and data utilization.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader

In this episode of the SRA Risk Intel Podcast, host Ed Vincent was joined by Beth Nilles, Director of Watchtower Implementations, and Mike Jones, Chief Compliance Officer to help shed light on the vital topic of Program Risk Assessments in the banking sector. With decades of combined experience in the industry, their insights provide a comprehensiv…

This podcast episode is based on a question received from a podcast listener who wanted to know some methods for recognizing when their pricing might be set too low within the business.Bởi Polly Ingram | Christian Business Growth Coach, Sales Training, Homebased Business Consultant, Profit Growth Coach, Sales To Profit Mentor, Executive Leadership Skills Trainer, Entreprenurial Supporter, Process Leader