In this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and…

This episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pres…

In this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and …

How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoidi…

What if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his…

Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced si…

Discover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding ligh…

How did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescen…

The journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of…

Join Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights i…

When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyn…

Innovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to foster innovation and the different ways that businesses are differentiating themselves from their compet…

Today, we sit down with Heather Fortner, the trailblazing CEO of SignatureFD. In an episode that aims to reshape your approach to leadership, Heather shares her invaluable insights into what it takes to lead with excellence. Drawing on the wisdom of icons like Laura Bush and the unexpected lessons from our own children, she reminds us that nurturin…

Have you ever felt the pressure of a ticking clock while facing a complex problem? That's where the finesse of critical thinking comes into play, a skill that Dr. David Rhoiney and Jamie Hopkins dig into during our conversation. We reveal how preparedness and the ability to pivot are crucial in high-stakes situations. This episode is for those look…

Ever found yourself caught in the tangled web of overcommitment, or fumbled with the awkward dance of balancing work, family, and a bit of me-time? Tune in to our latest episode where Jamie and Dr. David wrap their heads around the clock and share a laugh or two along the way. Punctuality and clear communication are more than social niceties; they'…

Ever wondered how your family's past can shape your understanding and management of wealth? Unveiling the secrets of generational wealth, we had the privilege of having Jacqueline "JaQ" Campbell, CEO and founder of Alexander Legacy Private Wealth Management, on our latest episode. A third-generation entrepreneur, JaQ gave us an enlightening glimpse…

Ever wondered how building an authentic personal brand could propel your success? In this episode, we dig into the power of authenticity and how being true to oneself is fundamental in creating a potent brand. We also touch upon the ever-changing social media landscape and its influence on personal branding, even unraveling our initial anxieties ab…

In our recent chat, Jamie Hopkins and Dr. David Rhoiney, who are both armed with multiple degrees and an extensive understanding of the financial services industry, we discuss the idea of what it means to be a lifelong learner. They reflect on their own educational journeys and how they've forged our careers, highlighting the essence of continual l…

Ever wondered how a small plastic card can hold such immense power over your financial decisions? On this week's episode of the FinServ Podcast, we take a deep dive into the world of credit cards. From sharing our own stories of grappling with our first credit cards, to the addictive ease of online shopping, we reflect on the insidious trap of over…

Ever wondered if there's more to networking than just making connections? How about turning those connections into opportunities? In this episode of the FinServ podcast, join hosts Dr. David Rhoiney and Jamie Hopkins as they explore these queries and more, navigating the intricate maze of professional networking. Weaving personal experiences with e…

You've got the degree, but do you have what it takes to land your dream job in the financial sector? Ditch the self-doubt and step outside your comfort zone as hosts Jamie Hopkins and Dr. David Rhoiney share valuable insights and personal anecdotes from their own career transitions. Ever considered applying for a job you're not wholly qualified for…

In this episode, you’ll learn how market conditions are changing the insurance landscape, what carriers are sharing about their investments for life and annuity technology modernization, and the concerns a carrier faces when trying to upgrade or replace its policy administration platform. We also discuss the Cognizant and Oracle partnership includi…

Banks are at risk of extinction if they don’t embrace digitalization and modernization. In this episode, Domenico Martelli, Head of Business Value at Oracle talks to Garabet Ayvazian, Partner at Strategy& about what traditional banks need to focus their time and money on today, so they are prepared for the challenges of tomorrow.…

Join Tom DeGemmis, Head of Product Strategy at Oracle Health Insurance and Hari Makkala, founder and CEO of MyElth, as they discuss price transparency, real-time claims and how blockchain are changing Digital Health Solutions. You will learn why price transparency is so important to the consumer and how real-time pricing and transparency benefit em…

Ready to learn about forward-thinking digital strategy around crypto? Deloitte's Warren Elizer, Managing Director and Balu Rajendrakurup, Revenue Management & Billing Transformation Leader discuss the dynamic and unknown of the crypto market as well as how to get your company prepared when entering the digital space.…

In part two of this Insights to Finance Modernization series, we are joined again by IDC Analysts Jerry Silva and Kevin Permenter along with Kimberly Ellison-Taylor, former AICPA chair to discuss the current state of financial operation modernization among financial institutions. In this episode, we will address forward-looking approaches to automa…

Today's CFOs must navigate rising inflation, supply chain constraints, ESG demands, and regulatory uncertainty while balancing the rising needs of stakeholders and macro pressures. However, sharp focus remains on elevating finance modernization for faster insights and predictive capabilities that drive actionable results. Oracle and IDC Research re…

Bonnie Wells, Chief Compliance Officer at Protego Trust, joins Garima Chaudhary, Head of Americas Solution Consulting at Oracle Financial Crime and Compliance Management, for an in-depth discussion of what financial institutions should consider as they add digital assets to their portfolios. They explore the various roles digital assets can play, c…

Vikas Agarwal, Principal at PwC, and Vishal Ranjane, Head of Global AML Strategies – Solutions and Transformation at TD Bank, join Govind Nair, Product Manager at Oracle Financial Crime and Compliance Management. They discuss the latest thinking on Responsible AI and how it applies to the world of anti-money laundering.…

Are new business models like BNPL disrupting or a disruption? Are non-fungible tokens (NFTs) worth the investment? What are the challenges of building a digital bank from scratch during a pandemic? On this very first episode of Oracle’s podcast Next in FinServ, Chris Skinner, futurist and fintech influencer, and Saleem Arshad, CTO at W1TTY, dive in…