Episodes

3 days ago
3 days ago
This episode was an absolute treat. Eric Sprink is what I call a human energizer bunny. He demonstrates abundance to his peers in community banking as he’s taught dozens of others how to do banking as a service right, which we talk about in the conversation.
Eric is the CEO of Coastal Community Bank in the greater Seattle area, and yet his community bank now supports millions of customer accounts through some very large partners whose names you’re likely to recognize. He’s been a banker for most of his career, yet exhibits a growth mindset that is not so common amongst his peers. It's served him well as they've been one of the top performing banks in the country in the last few years.
I’m also fortunate to count Eric as a partner in BankTech Ventures. It’s been an absolute pleasure to know him for the past 5 years.

Thursday Jan 19, 2023
Wayne Miller - SVP Innovation Programs at ICBA
Thursday Jan 19, 2023
Thursday Jan 19, 2023
It was great to have Wayne Miller on the podcast and record our conversation, which wasn't far from a typical one we have all the time. Wayne recently joined ICBA to continue and expand the great work he's been doing with bank technology innovation and startups, and he's a key enabler of the future of community banking. Wayne and I talked a lot about what is on banks' agendas for the new year and how we're all working together to help them.
I consider Wayne sort of a "founder whisperer" as he's worked with well over 100 of them in the last 6 years through a couple accelerator programs he oversaw. And with a focus on business development for the startups going through the program, it has been true business acceleration for them, and a big reason why it was named the fintech accelerator of the year a couple of years ago.
Enjoy Wayne - some great sound bites, stories and sayings. One of my favorites is "if people aren't buying what you're selling, you don't have a business."
Thanks to show sponsor, BankTech Ventures.

Thursday Jan 12, 2023
Brent Jackson - Founder & CEO of Torpago
Thursday Jan 12, 2023
Thursday Jan 12, 2023
Brent Jackson saw the opportunity for Torpago inside the finance and accounting organization of a prior company. I always enjoy when a founder just sees the opportunity and goes for it.
He has a good focus on customers and ensuring he has happy ones with stories of high impact. And while he's in a hypercompetitive market of corporate spend management, he's carved out a great niche and continues to grow quickly.
Brent has also been scrappy to get the company started, built and growing, and he's added great members to his team in recent years. It's been a pleasure to get to know Brent in the last couple of years.
Enjoy this conversation with a coachable entrepreneur who is growing himself and his company simultaneously.
And thanks to show sponsor, BankTech Ventures.

Friday Jan 06, 2023
Friday Jan 06, 2023
It was a really fun first episode to start the year. Ron Shevlin from Cornerstone Advisors had a lot of great thoughts and insights to share and we covered a lot of ground.
Ron talked about the strategic imperative for community banks and had a number of very clear action items banks can take to have more success in the coming years.
A few areas we discussed:
1. Financial products vs. services
2. The re-thinking of and opportunity in what defines a bank's community
3. How banks can learn a lot from the health care industry
4. What he would do as a new bank CEO
5. What it means to really build a capability of partnership
6. How to attract more digital and younger talent into banking
If you are in financial services or fintech, this is an episode you will absolutely enjoy to kick of 2023. Happy New Year, Operate listeners!
And thanks to sponsor, BankTech Ventures!

Wednesday Dec 28, 2022
Howard Makler - Founder & CEO of Innovation Refunds
Wednesday Dec 28, 2022
Wednesday Dec 28, 2022
Serial entrepreneur, Howard Makler, has been growing Innovation Refunds at 200% per quarter this year. Few companies ever do that quarter over quarter, as the numbers get big very quickly. It's been amazing to watch, and I was thrilled to have him join me to talk about the experience, his personal and leadership philosophies and what's unique about this opportunity vs. others he's built.
He also highlights how important passion and purpose are in fueling us day to day. Enjoy this conversation with Howard!
Thanks to episode sponsor, BankTech Ventures

Thursday Dec 01, 2022
David Wexler - Co-founder & CEO of PortX
Thursday Dec 01, 2022
Thursday Dec 01, 2022
David Wexler joined me to discuss a critical innovation and transformation topic in banking - integrations. This has been an expensive and painful area for banks and their technology partners for a long time, and few in community banking have embraced integration platforms, and that's slowed down their ability to digitally transform.
I’ve had the pleasure of working closely with David over the last year, and we share some very strong views about the future state technology architecture of the financial services industry, and we discussed it on this episode.
He is the co-founder and CEO of PortX, a leading integration-as-as-service platform for financial services. He works with dozens of community financial institutions and fintech companies, enabling them to work together more efficiently and consistently.
He has a long history in application integration and services, including time at Mulesoft and Microsoft. He’s a big champion of community banks and enabling them to more effectively compete with digital products.
We also talked about what the industry has historically gotten wrong in implementing new software, how PortX is changing it, and how he's evolving and learning as a CEO of a key company in this market.
Also check out our sponsor, BankTech Ventures!

Tuesday Nov 22, 2022
Zack DeFord - Co-founder & CEO of Smerf
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
Zack DeFord joined me to discuss his experiences as a lifelong gamer, and how his younger brother was bullied while playing online games. Zack's desire to make gaming safer and more fun for his brother led him to start Smerf, and that authenticity has served him well as he's built the company. Zack and his co-founder, Ben, have developed Smerf to be a critical identity and social layer across gaming platforms, and they're being noticed by some of the largest gaming companies in the world. We talked about his experience engaging with the CEO of one of them early in Smerf's life.
I've also seen Zack mature so rapidly as a founder becoming the CEO of a company with incredible potential to impact millions of gamers in a positive way. It's such a pleasure to get to work with him through Operate. Enjoy this conversation!

Wednesday Nov 09, 2022
Cat Berman - Co-founder & CEO of CNote
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Cat Berman and I met several years ago, so it was fun to finally have a recorded conversation. She is inspiring in her leadership of CNote and bringing more impact to the financial services world through the products that they offer.
Community financial institutions have impact in their communities. It's central to who they are as businesses. They engage and support the people where they are based. CNote works with them to get credit for the lending and banking they do in their communities, which is often ignored by larger financial institutions and even the broader market.
This was so evident during PPP, where community banks all over the country rallied to support their local businesses, delivering twice as much support volume than their market share for financial services.
Enjoy a passionate entrepreneur and her mission to drive more impact. It was a fun conversation and we're excited (at BankTech Ventures) to be on the journey with her and her team.
And thanks to BankTech Ventures for sponsoring.

Tuesday Nov 01, 2022
Jason Yeh - Founder of Adamant, Teaching Founders To Be Better Fundraisers
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Jason Yeh and I had a super fun chat about founders, how to help them better tell their stories, and some great examples he's seen. We also talked about the changes in the venture capital landscape in the last year, and what's likely ahead. He's spent a lot of time internationally as well, especially Brazil, so we discussed his experiences there.
Jason was early at MLB Advanced Media 15 years ago, was an investor and entrepreneur in residence at Greycroft, he’s been a founder multiple times himself and now works with as many others as he can help at Adamant. He puts out great content, too, on social media, his podcast, FundedPod, as well as his weekly newsletter, adamant.beehiiv.com.
Listen to this one to hear why he loved delivering pizzas earlier in life, as well as what he's learned being part of Delta Airlines' Technical Advisory Board.
Learn about show sponsor, BankTech Ventures, here.

Tuesday Oct 18, 2022
Bradley Leimer - Co-founder of Unconventional Ventures, Author of Beyond Good
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
Bradley Leimer and I were destined to meet, and we finally did in NY earlier this year at Finovate, where we were on a panel together entitled "How Community Banks & Credit Unions Can Embrace Change to Compete In A Digital World."
We both determined that we'd have a lot to talk about after the panel, so we decided to record it.
Bradley is a career innovator and fintech champion. He is the co-founder of Unconventional Ventures, advisor at Gauss Ventures and ambassador at Invest Tokyo. He is also an author and podcast co-host, who shares his expertise in promoting innovation and financial wellness. His book, Beyond Good, challenges leaders to focus on doing good and that their businesses and they can do well through that.
Listen to our conversation and the many elements about making banking better that we discussed.
And thanks to sponsor, BankTech Ventures, which is helping community banks to invest in and benefit from the most innovative startups in bank and financial technology.