Episodes

  • Episode 7: TheOutlier Story of Jill Castilla, CEO of Citizens Bank of Edmond and ROGER Bank
    May 6 2025

    Bryan Clagett and Anurag Mukherjee had an incredible opportunity to sit down with Jill Castilla, CEO of @CitizensBankEdmond and @RogerBank Join us as Jill delves into her transformative journey. From her initial steps to becoming a pivotal leader, she shares key insights into driving innovation while staying true to community banking roots.Her story is a testament to resilience and vision in the financial industry. She dives into the challenges she faced, the breakthroughs she achieved, and her commitment to community-focused banking.#CommunityBanking #Visionary #leadershiprole #transformationalleadership #BankingCEO#OklahomaBanking

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    22 mins
  • Episode 5: TheOutlier Story of Bryan Clagett, Fintech Guru
    May 6 2025

    We had the pleasure of sitting down with Bryan Clagett, and a fintech guru on TheOutlier Podcast.


    We dove deep into the evolving landscape of financial services, the intersection of fintech and traditional banking, and the power of data-driven decision-making.


    Tune in to hear Bryan’s take on what’s next in fintech and how institutions can stay ahead of the curve.


    #fintech #banking #visionary #creditunions

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    26 mins
  • TheOutlier Story of Theo Lau, Founder of Unconventional Ventures
    May 3 2025

    I’m thrilled to announce that Theodora Lau, Founder - @unconventionalventures , author, and thought leader, is joining us on TheOutlier Podcast!Theo’s insights into the intersection of finance, technology, and innovation have reshaped the way we think about the future of financial services.She has been honored as one of the Top 20 Most Powerful Women in Fintech by American Banker.If you’re passionate about fintech, leadership, or innovation, this is an episode you won’t want to miss!

    #books #author #podcast #fintech #innovation #ai

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    46 mins
  • TheOutlier Story of Andrew Mattingly COO of Forum Credit Union
    May 3 2025

    Excited to welcome Andrew Mattingly, Chief Operating Officer of @forumcreditunion to TheOutlier Podcast


    With an illustrious career spanning 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘁𝗵𝗿𝗲𝗲 𝗱𝗲𝗰𝗮𝗱𝗲𝘀 in the credit union ecosystem, Andy's depth of experience and leadership is nothing short of inspiring.


    In this episode, we dive into Andy’s forward-thinking vision to propel Forum to the next level by 𝗘𝗺𝗯𝗿𝗮𝗰𝗶𝗻𝗴 𝗱𝗮𝘁𝗮 𝗱𝗿𝗶𝘃𝗲𝗻 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝗶𝗻𝗴.


    From leading analytics and product innovation to driving operational excellence, he is playing a pivotal role in shaping Forum as the financial institution of choice.


    It was an honor to learn from Andy’s insights on how credit unions can leverage data to deliver real value to their members while staying ahead in a rapidly evolving financial landscape.


    Stay tuned for an enlightening conversation packed with valuable takeaways!


    #creditunions #datadrivendecisionmaking #indiana #leadership

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    28 mins
  • TheOutlier Story of Jay Tkachuk CDO of Golden1 Credit Union
    May 3 2025

    Thrilled to welcome Jay Tkachuk, EVP & Chief Digital Officer at Golden 1 Credit Union , to TheOutlier Podcast! Jay is a visionary leader driving or facilitating transformation through digital innovation, AI/ML, and member-first experiences at one of the top credit unions in the country. His journey - from moving to the U.S. decades ago to becoming a C-suite leader is nothing short of inspiring.His passion for leadership, critical thinking, and giving back to the community shines throughout this conversation. 🎙️Here’s a glimpse of what we discussed:1️⃣ 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 & 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: Jay’s incredible journey from moving to the U.S. to becoming a C-suite leader, and his passion for driving member-centric digital transformation2️⃣ 𝗔𝗜 & 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀: How Golden 1 is using cutting-edge AI/ML and NLP technologies to enhance decision-making and deliver seamless member experiences3️⃣ 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: Jay’s vision of AI-powered personal financial planners and the challenges of scaling innovation in the credit union space#creditunions #leadership #golden1 #ai

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    43 mins
  • TheOutlier Story of Sumeet Grover CMO of Alliant Credit Union
    May 3 2025

    Here’s to the crazy ones, the round-pegs in the square holes, the ones who see things differently.You can disagree with them, but you can’t ignore them !” - The award winning Apple Think Different.That’s the exact vision of this podcast - Honoring the Outlier. Honoring the Visionaries.Welcoming our first guest - Sumeet Grover, Chief Digital & Marketing Officer, Alliant Credit Union. Sumeet leads enterprise-wide digital, product P&L (deposits, lending, investments, insurance, retirement), marketing, analytics, and member experience functions. Prior to Alliant, he had a career spanning almost two decades at Citi, where he held leadership roles across marketing, digital, analytics, customer experience, operations and technology functions. He has been regularly featured in publications such as the The New York Times, American Banker, Forbes, PYMNTS, Bankrate, NerdWallet, Credit Union Times.

    #Creditunions #Deposits #Leadership #Lending

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    29 mins