The Risk Intel Podcast

In Part 2 of our Risk Intel podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question that resonates with every financial leader: Once you’ve identified execution risk, how do you actually reduce it? 

Craig’s decades of experience helping banks and credit unions navigate planning and budgeting challenges make him uniquely equipped to answer this qu...

In this Risk Intel podcast, host Edward Vincent invited Craig Hartman, the Chairman and CEO of Plansmith, on to the show for a compelling three-part series on a topic central to every financial institution’s success: Execution Risk. This first episode lays the groundwork, exploring what execution risk is, why it matters to all banks, and how it emerges as an umbrella for all types of risk that touch nearly every aspect of strategic...

The Risk Intel podcast welcomed back Josh Magri, CEO of the Cyber Risk Institute (CRI), for a timely Part 2 conversation focused on the evolving cybersecurity regulatory landscape and what it means for community financial institutions. As the FFIEC Cybersecurity Assessment Tool (CAT) is scheduled to sunset on August 31, 2025, Josh offers a roadmap on how financial institutions can move forward and how their CRI Profile offers a str...

The cybersecurity landscape is changing fast. And for financial institutions, one of the biggest shifts on the horizon is the sunsetting of the FFIEC Cybersecurity Assessment Tool (CAT) in August 2025. In this episode of the Risk Intel podcast, Josh Magri, President and CEO of the Cyber Risk Institute (CRI), joined host Edward Vincent to unpack what this means for banks, credit unions, and other financial players.

From emerging thre...

Organizations across the financial sector are investing more time and energy into data strategy, but many still struggle to move from planning to execution. In this episode of the Risk Intel Podcast, Jeff Fink returns for Part 4 of our Data Strategy series, sharing tactical guidance on how to operationalize a data strategy and deliver real business value. Whether you're a chief data officer at a regional bank or an operations ...

Ed Vincent, host of the Risk Intel Podcast, welcomed Jeff Fink back to the show for part three of their Data Strategy Series. This week's insightful conversation dives deep into the distinction between data strategy VS reporting, which is a critical yet often misunderstood area for community financial institutions aiming to become truly data-driven. Listen to the full episode, or if you missed Part 1 and Part 2, click the link...

In this episode of the Risk Intel Podcast, Ed Vincent welcomes back Watchtower’s Chief Product Officer, Jeff Fink, to kick off a multipart series on creating a data strategy. A hot topic for many community banks and credit unions wanting to modernize their internal processes on how they handle data, collect it and how do they leverage data to achieve their collective goals. Listen to the full episode here.

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In this episode of the Risk Intel Podcast, host and SRA Watchtower CEO Edward Vincent invited CFO/CRO Shawn Ryan to the show to discuss the top emerging risks facing financial institutions today. Their discussion, enriched by insights from the NC State University ERM Initiative "13th Annual Executive Perspectives on Top Risks Survey," sheds light on critical areas that demand attention from risk leaders. Listen to the ful...

The relationship among banks, FinTechs, and regulators has never been more critical - or more complex for that matter. With technology advancing at breakneck speed, the challenge lies in striking a healthy balance between fostering innovation, while not compromising the safety and soundness of the financial services industry. In this episode of the Risk Intel podcast, host Ed Vincent sat down with industry experts Kirsten Muetzel a...

As the year 2025 unfolds, the financial services industry is experiencing shifts that few could have fully anticipated at the beginning of the year. From regulatory changes to the rapid advancement of artificial intelligence (AI), and global economic instability, financial institutions face a dynamic environment filled with both opportunities and risks. Kirsten Muetzel, Founder of KLM Advisory LLC, joins host Ed Vincent to discuss ...

Enterprise Risk Management (ERM) has long been viewed as a defensive function—something financial institutions do to satisfy regulators and avoid compliance issues. However, this perspective is outdated. In today’s volatile business environment, ERM is a strategic necessity that enables organizations to anticipate challenges, seize opportunities, and make more informed decisions. In this episode of The Risk Intel podcast, Shawn Rya...

Data is not just a byproduct of operations—it is the foundation for strategic decision-making and risk management. Vantage Bank, a leading community bank out of San Antonio, Texas committed to innovation and operational excellence, has embraced this reality by modernizing its risk management program through data and technology.  In this episode of The Risk Intel Podcast, Ed Vincent, CEO of SRA Watchtower and host of the show, sat d...

Implementing a Risk and Control Self-Assessment (RCSA) tool is a crucial step for financial institutions seeking to enhance their risk management frameworks. Starting with a well-executed RCSA process enables organizations to identify, assess, and mitigate risks effectively while ensuring compliance with regulatory requirements. However, successful implementation requires careful planning, stakeholder engagement, and the right tech...

The latest episode of the Risk Intel Podcast featured Jeff Fink, Co-Founder of Lumio Insight, joining host Ed Vincent to discuss an exciting milestone — SRA Watchtower’s acquisition of Lumio Insight. This strategic move combines two companies with a shared vision: empowering community-based financial institutions with a holistic risk and business intelligence platform. Listen to the full interview to learn more about this exciting ...

In this episode of the Risk Intel Podcast, Ed Vincent, host of the show and CEO of SRA Watchtower, welcomed Jeff Fink from Lumio Insight, back to the show to explore the critical topic of risk mitigation in financial institutions. This third part of their conversation delved into the strategies, technologies, and frameworks that help organizations navigate today’s complex risk landscape. From securing sensitive data to addressing e...