Financial Forward: The Future of Consumer Finance & Banking
Financial Forward with Jim McCarthy
Explore the Future of Consumer Finance, Banking Regulation, and FinTech Innovation
Financial Forward is the essential podcast for professionals in finance, compliance, and innovation. Hosted by Jim McCarthy, founding member of the CFPB and expert in regulatory risk management, each episode features in-depth conversations with leaders from banks, credit unions, fintech companies, and regulatory agencies.
🎯 What You’ll Learn:
- Consumer finance trends and policy changes
- CFPB rulemaking and enforcement actions
- Compliance with FDIC, OCC, NCUA, and CFPB oversight
- FinTech, open banking, and RegTech innovation
- Credit cards, loans, mortgage servicing, and fair lending
- AI and automation in banking compliance
- Risk management and consumer protection
🎧 Who Should Listen:
Bank executives, compliance officers, fintech founders, consumer advocates, and anyone interested in regulatory reform and financial inclusion.
🎙️ Listen now on Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and more.
📲 Follow Jim McCarthy on LinkedIn for exclusive updates:
https://www.linkedin.com/in/jim-mccarthy/
đź“© Contact: jim@mccarthy-hatch.com
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#FinancialForwardPodcast #ConsumerFinance #BankingCompliance #CFPB #FDIC #OCC #Fintech #RiskManagement #OpenBanking #JimMcCarthy
Episodes
47 episodes
Charging the Future: Kobby Osei-Kusi on Building Pirl Technology and Solving the EV Infrastructure Gap
On this episode of Financial Forward, Jim McCarthy sits down with Kobby Osei-Kusi, founder and CEO of Pirl Technology, to discuss the future of ...
800 Lives a Day: How AI Is Rewriting Maternal Health
Episode OverviewIn this episode of Financial Forward, Jim McCarthy sits down with Dave Esra, founder of Bobi Health AI, to explore how artificial intelligence and real-time data can transform maternal health outcomes.Drawing from his ex...
When Humans Become Hardware: The Next Frontier of AI
Episode OverviewIn this episode of Financial Forward, Jim McCarthy sits down with Zav Zavolian, a serial entrepreneur and venture investor, to explore the intersection of human capability and emerging technology. The disc...
Seeing the Market Differently: AI, Signal, and the Future of Investing with George Kailas, CEO of Prospero.ai
Episode Summary:In this episode of Financial Forward, Jim McCarthy sits down with George Kailas, CEO of Prospero.ai, to explore how artificial in...
Beyond Strategy: How Execution Drives Real Growth
Financial Forward – Season 4, Episode 3 Guest: Tanya Puri Host: Jim McCarthyIn this episode, Jim McCarthy speaks with Tanya Puri, a finance and operations leader turned entrepreneur, about her career j...
Breaking Bottlenecks: Culture, Agile, and the Hidden Risks Inside Your Organization
Episode Title:Breaking Bottlenecks: Culture, Agile, and the Hidden Risks Inside Your OrganizationGuest:Robin Sims AllenFounder & CEO, Phoenix MarcusCreator of Total Her________________________________________Epis...
Leadership Under Pressure: Governing Risk in Modern Financial Services
Financial Forward – Season 4, Episode 1Featuring Betsy KauffmanEpisode OverviewSeason 4 opens with a leadership-focused conversation on navigating complexity in modern financial services. Jim McCarthy sits down with Betsy Ka...
A Meaningful Detour: Caregiving, Grief, and Coming Back to Life (with Dr. Heidi Taylor, Ph.D.)
Episode summaryThis Financial Forward episode steps away from the usual regulatory and industry focus to address what sits underneath every system: people navigating loss, depression, and the hidden strain of caregiving. Jim and Dr. H...
Who Owns Your Customer Data? A Community Banking Wake-Up Call
Episode summaryCommunity banks and credit unions face growing pressure to digitize—but many are underserved (or boxed in) by the current fintech market. Adam Turmakhan explains what institutions stand to gain with modern data and AI, wha...
CFPB State Regulator Portal: Turning Complaints Into Real Supervisory Yield
Episode DescriptionIn this episode of Financial Forward, host Jim McCarthy sits down with John McNamara, former Principal Assistant Director for Ma...
Making business credit visible, useful, and fundable.
Guest: Levi — Founder/Builder at Nav Topic: Making business credit visible, useful, and fundable.Key Tak...
Protected Funds: Amy’s Fight in Texas
Episode SummaryAmy — a retired Texas teacher living on a fixed income — whose protected retirement funds were swept from her bank account to satisfy an old, likely time-barred credit-card judgment. By filing a detailed complaint w...
Insuring Fraud at Signup: Sunil Madhu on AI Underwriting, Faster Approvals, and Claims in 30 Days
Title: Insuring Fraud at Signup: Sunil Madhu on AI Underwriting, Faster Approvals, and Claims in 30 Days Guest: Sunil Madhu, Founder & CEO, Instnt (previously Founder & CEO, Socure) Length:<...
Crebit: Cheaper, Faster Tuition Payments from Brazil/Mexico to U.S. Schools
Episode summaryPaying U.S. college tuition from abroad can be slow, expensive, and confusing. Crebit says it fixes that by letting families in Brazil and Mexico pay locally (PIX or bank transfer), converting funds to USD, and deliverin...
Keynote Insights: What the Trump Administration Will Mean for Banking, Fintech & Innovation
Episode Summary: In this special episode of Financial Forward, we present Jim McCarthy’s keynote address from FinovateSpring 2025, held in San Diego, California. With over three decades in banking and regulatory leade...
CFPB vs. FirstCash – Military Lending Enforcement & What Comes Next
“FirstCash, the CFPB, and Military Lending Protections: A Follow-Up to Our Service Member Panel”Release Date: July 2025🔍 Episode OverviewIn this special follow-up episode of Financial Forward, hos...
SCRA – Beyond the Uniform: Understanding the CFPB’s Growing Focus on Servicemember Financial Protections
Recorded: Tuesday, July 1 | 1:00 PM CT Presented by: McCarthy Hatch🎯 Episode Overview:As the Consumer Financial Protection Bureau (CFPB) sharpens its lens on how financial institutions serve military members and ...
AI Governance & Change Management in Financial Services
“AI Governance & Change Management in Financial Services” Guest: Parijat Banerjee, Global Head of Financial Services at LatentView Analytics🔗 Episode SummaryIn this episode of Financial Forward, host <...
Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman
Episode Title: Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman Guest: Eric Ellman, President of the National Consumer Reporting Association (NCRA) Host: Jim McCarthy<...
From Analyst to Luka Dončić’s Double: The Viral Rise of Jacob
🔍 Episode Summary:In this unforgettable episode of Financial Forward, host Jim McCarthy reconnects with Jacob, the breakout analyst from McCarthy Hatch whose debut podcast went viral. But Jacob's talents go far bey...
American Fintech Council - Ian Moloney Talks the Future of Our Industry
Guest: Ian Moloney, Head of Policy & Regulatory Affairs, American Fintech Council Host: Jim McCarthy, Chairman of McCarthy Hatch and Founding Member of the CFPB Podcast: Financial Forward🔑 Key Topics:<...
Banking-as-a-Service Unplugged: A Conversation with Steve Bishop, Founder of Ambassador
In this episode of Financial Forward, Jim McCarthy sits down with Steve Bisho...
Fintech & Consumer Regulations in the New Trump Administration (Rebroadcast from The Bates Group)
In this special Financial Forward rebroadcast, we’re sharing an essential panel discussion originally produced by The Bates Group, examining how the return of the Trump administration may reshape consumer financial protection...
A Conversation About Caregiving & Self-Care with Mario & Linda Straub Jones
In This Episode: In a departure from our usual finance and regulation discussions, this special episode of Financial Forward focuses on the emotional, financial, and personal challenges of caregiving. Whether you're a p...