Tag
De Novo
De Novo Founder Erik Weiner on Raising $42 Million to Launch Portrait Bank
Today we speak with Erik Weiner, CEO of de novo Portrait Bank. We discuss his banking background, why he started Portrait bank, the capital raise process, attracting talent, and building out a tech stack. Click Here to Register for the 3rd Annual Elevate Banking Forum! The views, information, or opinions expressed during this show…
How Frank Trotter Raised $100M to Launch Battle Bank
Today we sit down with Frank Trotter, CEO of Battle Bank. We talk about his background with EverBank, how he raised $100 million in capital to start Battle Bank, and how to build a bank based on “mindset” not geography. The views, information, or opinions expressed during this show are solely those of the participants…
Adapting Leadership Styles to Engage Gen Z with Tim Elmore
Today we sit down with Tim Elmore, founder of Growing Leaders, an Atlanta‐based non‐profit organization created to develop emerging leaders. Gen Z has joined the workforce, and effective leadership is looking different as a result. Tim Elmore tells us how to bridge the generational gap to better lead a generation unlike any we’ve seen before. Download…
The Secret to Chick-fil-A’s Success with David Salyers
Today we feature another backstage conversation from the 2025 Elevate Banking Forum with David Salyers, retired Chick-fil-A executive and SouthState board member. We talk about his journey to Chick-fil-A and the principles that give the company a competitive edge. The views, information, or opinions expressed during this show are solely those of the participants…
Starting a De Novo During Covid with Lauren Sparks from Agility Bank
Today we have the pleasure of speaking with Lauren Sparks, CEO and Founder of Agility Bank. We talk about how she got the idea to start the bank, their status as an MDI, selling investors on the vision, building the team, and how they organized during Covid. The views, information, or opinions expressed during this…
Managing Your Liquidity & Bond Portfolio with Tom Fitzgerald & Robert Biggs
On this Monday morning, Thomas Fitzgerald and Robert Biggs return to the topic of the bond portfolio and liquidity issues facing community financial institutions. Tom and Robert also discuss the recent headlines and projections for the economy. The views, information, or opinions expressed during this show are solely those of the participants involved and do…
5 Trends in Payments that Community Banks Should be Watching
Today we sit down with Keith Ash, Managing Director of Payments for Strategic Resource Management (SRM). We discuss the ever-changing landscape of payments and the 5 trends that community banks should be watching. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those…
How SouthState Manages Its Bond Portfolio
This week Tom sits down with Scott Clemmons, Investment Portfolio Manager for SouthState. On How SouthState Manages its Bond Portfolio, they discuss SouthState’s approach to the investment portfolio and needs of its balance sheet. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…