Banking Out Loud

In this episode of Banking Out Loud, US Secret Service agent Stephen Dougherty joins hosts Sonia Portwood and Nancy Ozawa to discuss cybercrime and the Secret Service’s mission to protect and secure the US financial and economic infrastructure. Stephen shares examples of types of cybercrime, including business email compromise schemes, romance scams, work-from-home scams and deep fakes, and explains how technology tools, including AI, have made these schemes more sophisticated than ever. He also provides tips on when and to which law enforcement or relevant authority suspicious activity should be reported to.

Hosts:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB
[email protected]

Nancy Ozawa
Senior Vice President, Marketing
PCBB
[email protected]

Guest:
Stephen Dougherty
U.S. Secret Service
CID/GIOC
[email protected]

Resources:

• US Secret Service Field Offices: https://www.secretservice.gov/contact/field-offices

• The Financial Services Information Sharing and Analysis Center: https://www.fsisac.com/

• Preparing for a Cyber Incident: https://www.secretservice.gov/investigation/Preparing-for-a-Cyber-Incident

In this podcast episode, host Sonia Portwood discusses the importance of communication skills and ways to improve them with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership. Alyson shares tips emphasizing the need for intentional communication and understanding the stories of others to connect with them effectively. Also, hear the three-step listening technique that can not only improve communication but also ensure the results you want from almost any conversation.

Host:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB

Guest:
Alyson Van Hooser
Keynote Speaker, Trainer, Author
Van Hooser Associates, Inc.
www.vanhooser.com

In this episode of Banking Out Loud, we discuss the importance of putting strategy before structure when launching new products, services, and strategic initiatives. Guest Ryan Canin, CEO and Co-Founder of DocFox, shares insights on the importance of defining clear objectives and strategies before adopting new technologies or selecting vendors. Hear practical approaches to optimize your innovation journey and understand how to avoid common pitfalls, ensuring that your institution remains efficient, competitive, and customer-focused.

Host:
Nancy Ozawa
Senior Vice President
Marketing | PCBB

Guest:
Ryan Canin
CEO and Co-Founder | DocFox
www.docfox.io

Excellent customer service can be a crucial differentiator for businesses. Done well, it can help your institution attract and retain customers and drive bottom-line results.

Join us as Dennis Snow walks us through proven principals for delivering outstanding customer experiences. As an ex-Disney leader and now full-time speaker, trainer and consultant on all things customer service excellence, Dennis discusses the strategic tools that help differentiate your services from others and helps create an engaged workplace, so that customer satisfaction is the primary focus of the entire team.

Host:
Sonia Portwood
Chief Sales & Marketing Officer
PCBB

Guest:
Dennis Snow
Customer Service Keynote Speaker, Consultant and Author
Snow & Associates, Inc
Email: [email protected]
Phone: 407-294-1855
snowassociates.com

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennissnow/

There is a lot to understand when it comes to cryptocurrencies, blockchain technology and the associated regulation. We talk with Div Pandya, Principal at FS Vector, to help us understand it all. Learn about the types of digital assets and current regulation standards, along with expert predictions on where this sector is headed. We also explore blockchain technology with a look at current and potential uses related to banking.

Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB

Guest:
Divij Pandya
Principal
FS Vector
Email: [email protected]
Connect with Div on LinkedIn 

Resources mentioned in this episode:
American Banker
Coin Desk

It's always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we sit down with Sushil Wenholz and Paul Louderman of Customer Communication Group to discuss ways to increase customer loyalty — including 3 tips to get started and key mistakes to avoid.

Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB

Guests:
Sushil Wenholz
VP, Creative Director
Customer Communications Group, Inc.
[email protected]

Paul Louderman
SVP, Account Management
Customer Communications Group, Inc.
[email protected]

Learn more about Customer Communication Group, Inc. (CCG)

Chief Credit Officer, Michael Kerr of First Federal Bank shares his experience with CECL, and why his institution ultimately decided to outsource CECL, after starting off in-house. 

From Coast to Coast, PCBB is Your Trusted Partner. If you have questions about CECL or your approach - in-house or outsourced - we would be happy to help. Feel free to reach out: 

(888)-399-1930 | [email protected] | pcbb.com/products/cecl

Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB
[email protected]

Guest:
Michael Kerr
Chief Credit Officer
First Federal Bank

Archie Kelley, Managing Principal of SalesPhysics and creator of The Value Equation, joins us to discuss his sales technique aimed at creating a pathway to extraordinary sales results. Archie explains how value is at the core of successful selling, and provides three tips to boost success and three mistakes to avoid.

Host:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB

Guest:
Archie Kelly
Managing Principal
SalesPhysics, LLC
[email protected]
www.salesphysics.com
Connect with Archie on LinkedIn

In this part 2 of our payments episode series, host Sonia Portwood sits down with PCBB's Allen Sztukowski to discuss what the future of real-time payments looks like.  Including the soon-to-launch FedNow program, anticipated technology and functionality changes, and tips to help you prepare.

Host:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB

Guest:
Allen Sztukowski
Senior Vice President, CAMS
Operations | PCBB

Resources:
Faster Payments Council: https://fasterpaymentscouncil.org/Guides-Research 
FedNow^SM Service: https://explore.fednow.org/

Host Sonia Portwood sits down with executive coach and leadership consultant Dr. Susan Bernstein, to discuss managing – and even harnessing – anxiety and stress in order to confidently navigate today’s ever-changing (banking) landscape.

Host:

Sonia Portwood
Chief Sales and Marketing Officer
PCBB

Connect with Sonia: LinkedIn

Guest:

Dr. Susan Bernstein, MBA, PhD
Executive Coach & Leadership Consultant

Connect with Susan: www.DrSusanBernstein.com | LinkedIn | Instagram | YouTube 

Resources:

Breathwrk App