Podcasts about commercial banking

In this episode of Inside Business, we sit down with Andre Beck, Head of Franchising at Business & Commercial Banking, Standard Bank South Africa, to unpack the true potential of franchising in today's economy. With the South African economy under pressure, franchising offers a proven, trusted model for entrepreneurs to build sustainable businesses and grow their wealth.

What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences to discuss market trends, competitive dynamics, and the evolving expectations of sophisticated commercial clients. Related Links [Blog] Leveraging the Power Trio of Serving Large Commercial Clients https://hub.q2.com/blog/leveraging-the-power-trio-of-serving-large-commercial-clients Dean's LinkedIn: https://www.linkedin.com/in/dean-jenkins-4b69438/ Christine's LinkedIn: https://www.linkedin.com/in/christine-barry-2852351/ Alan's LinkedIn: https://www.linkedin.com/in/koenigsberg/ Chad's LinkedIn: https://www.linkedin.com/in/chadparramore/ Rob's LinkedIn: https://www.linkedin.com/in/rob-n-5642541a2/

Kiwi business leaders fear the impact of Donald Trump's tariffs will be more severe than the impact of the Global Financial Crisis and the Covid pandemic. ASB and Talbot Mills have been surveying more than 300 business leaders, including CEOs and founders. Two-thirds of businesses are concerned about the impacts, including almost 80% of exporters. Meat, dairy and wine are expected to be hit harder, while the wool and seafood sectors are expected to fare better. ASB's General Manager of Commercial Banking, Ben Speedy, told Kerre Woodham that the results highlight that businesses are really struggling with the uncertainty that's playing out in the environment at the moment. He says businesses not only need to navigate tariffs, but also the difficult business and economic environment in New Zealand. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Kiwi business leaders fear the impact of Donald Trump's tariffs will be more severe than the impact of the Global Financial Crisis and the Covid pandemic. ASB and Talbot Mills have been surveying more than 300 business leaders, including CEOs and founders. Two-thirds of businesses are concerned about the impacts, including almost 80% of exporters. Meat, dairy and wine are expected to be hit harder, while the wool and seafood sectors are expected to fare better. ASB's General Manager of Commercial Banking, Ben Speedy, told Kerre Woodham that the results highlight that businesses are really struggling with the uncertainty that's playing out in the environment at the moment. He says businesses not only need to navigate tariffs, but also the difficult business and economic environment in New Zealand. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Denise Maple shares her journey, starting from her early interest in business and finance, her 25-year career in banking, and her eventual move into entrepreneurship and spiritual coaching. Learn about the valuable transferable skills she picked up along the way, the challenges and rewards of her diverse career path, and her current endeavors in helping others find balance and fulfillment.▬▬▬▬▬ Resources ▬▬▬▬▬Denise Maple: https://www.linkedin.com/in/denisemaple/Dr. Robert Rubin: https://www.linkedin.com/in/robertsrubin/LinkedIn Post: https://www.linkedin.com/posts/denisemaple_nationalretroday-throwback-wellnessatwork-activity-7300877343923834881-Ub6l/Live Life: https://livelifespiritual.com/Columbia College Chicago: https://www.colum.edu/U of I Gies College of Business: https://giesbusiness.illinois.edu/Reiki: https://www.medicalnewstoday.com/articles/308772#definitionCommunity Reinvestment Act: https://www.federalreserve.gov/consumerscommunities/cra_about.htmInstagram: https://www.instagram.com/cacklemedia/TikTok: https://www.tiktok.com/@cacklemediaX: https://x.com/CackleMediaLLCYouTube: https://www.youtube.com/@CackleMediaLinkedIn: https://www.linkedin.com/company/cacklemedia/Support the pod when signing up for Descript / SquadCast: https://get.descript.com/transferableskill▬▬▬▬▬ Timestamps ▬▬▬▬▬00:00 Introduction and Guest Welcome00:24 Denise Maple's Early Career and Motivation01:25 Insights into Commercial Banking07:00 Transition to Teaching and Entrepreneurship25:54 Spiritual Coaching and Business Consulting32:05 Balancing Spirituality and Professional Life36:27 Conclusion and Final Thoughts

Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey In this episode, John Min, chief economist at Monex USA, joins the podcast to talk about how community banks are missing out on an opportunity to strengthen business relationships while impacting the bottom line by not offering foreign exchange services. Related Links: Q2 Innovation Studio: https://www.q2.com/products/digital-banking/innovation-studio Monex: https://monexusa.com John's LinkedIn: https://www.linkedin.com/in/john-min-4941634/

In this What's Next with Aki Anastasiou interview, Timothy Matlala discusses how Standard Bank is working with the public sector in South Africa. Matlala is the Head of Public Sector, Business, and Commercial Banking at Standard Bank and has worked in finance for over 15 years. He entered the industry as a Business Manager at Standard Bank South Africa and then briefly worked as a Relationship Manager at Nedbank before returning to Standard Bank. Matlala has remained at Standard Bank ever since, holding notable positions like Senior Manager, Head of Province Business Banking for Limpopo, Head of Business Development for the Public Sector, and Head of Enterprise Development. His stellar performance across these roles eventually resulted in his promotion to his current position in 2021. Matlala holds an MBA from the Henley Business School and a Postgraduate Diploma in Business Management, Business Administration, and Management from MANCOSA. In this What's Next interview, Matlala outlines why banks need to reconsider how they engage with the public sector. He then explains how Standard Bank supports municipalities without overstepping the divide between the public and private sectors. Matlala then reveals how Standard Bank's public sector offerings are unique, before unpacking the scope of his department - including how lending and liquidity management fit into the business model. He concludes the interview by discussing the biggest opportunities for public-private partnerships in South Africa.

Stephen Grootes speaks to Brendan Jacobs, Head of Agribusiness at Business and Commercial Banking at Standard Bank SA on how global and domestic shifts continue to challenge the agricultural sector, they also touch on how success will depend on aligning policy, innovation, and grassroots execution to support those who feed the nation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode of The Purposeful Banker, Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back. Related Links Sarah's LinkedIn https://www.linkedin.com/in/saraseguin/ Ongoing Fraud Monitoring from Q2 https://hub.q2.com/product-overview/ongoing-fraud-monitoring    

It's an uncertain time for business with talk of tariffs and trade wars, not to mention that businesses are finding that they need to focus on sustainability, but how are businesses interacting with banks? Michael Lauhoff, Head of Specialist Banking - Corporate & Commercial Banking at Bank of Ireland.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss what to expect from upcoming jobs report, as well as how tariffs are affecting consumer spending and small businesses.

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework. Related Links Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/  

Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization's Instant Payments Cookbook, who needs to read it, and how it came together. Related Links: The Instant Payments Cookbook (Use promo code Q22025 for discount) PaymentsFirst website Mary's LinkedIn

Naledzani Mosomane, head of enterprise and supplier development at Standard Bank Business and Commercial Banking, unpacks the importance of a good business plan in securing funding for an SME and Standard Bank's commitment to helping build up small businesses. SAfm Market Update - Podcasts and live stream

In this What's Next with Aki Anastasiou interview, Elani van der Laan discusses the emerging financial trends in the legal industry. Van der Laan is the Head of Legal and Accounting Sectors, Business and Commercial Banking at Standard Bank and boasts nearly 15 years of experience working in the legal sector. This began with her working as a Candidate Attorney, then as an Attorney, for Strydom and Bredenkamp Inc. in 2010. Following this, she worked at Leahy and van Niekerk Attorneys Inc. as an Attorney, and then became a Director at Leahy Attorneys Inc. Van der Laan took on her current position at Standard Bank Group in 2021. In this What's Next interview, van der Laan discusses how new technologies are changing the legal sector in South Africa. She expands upon the biggest challenges facing legal professionals in South Africa, and how Standard Bank is solving these challenges through unique financial solutions for its small to medium-sized law firm clients Van der Laan then unpacks Standard Bank's future plans to expand its legal financial solutions, and concludes the interview by giving advice to legal professionals on how to grow their businesses.

Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape. Related Links [Webinar] The Commercial Banking War Room: Tactics That Win [Survey] The Purposeful Banker listener survey

In this What's Next with Aki Anastasiou interview, John van Kan discusses the importance of incorporating new technologies into Standard Bank's healthcare banking solutions. Van Kan is the Head of Healthcare Sector, Business and Commercial Banking at Standard Bank and has worked in the banking sector since 2000. In this What's Next interview, van Kan explains how Standard Bank plays a key role in South Africa's healthcare sector. He discusses the major milestones it has achieved in the medical banking sector, and how Standard Bank is adapting to the industry's biggest challenges. Van Kan also explains how Standard Bank supports private medical practices, and reveals several initiatives the bank plans to introduce to support the South African healthcare sector further. He additionally details Standard Bank's view on the NHI, noting the positives it may offer to South Africans. Van Kan concludes the interview by sharing his advice for healthcare professionals and business owners to strengthen their financial resilience and grow in a competitive industry.

In this What's Next with Aki Anastasiou interview, Elani van der Laan discusses Standard Bank's tailored solutions for accounting and professional services businesses. Van der Laan is the Head of Accounting & Legal Sectors, Business and Commercial Banking and has held the position since 2021. She boasts nearly 15 years of experience working in the legal sector and has held several notable positions at leading companies. In this What's Next interview, van der Laan shares how Standard Bank is supporting accounting businesses with financial products that meet the needs of this sector. She outlines the process that Standard Bank goes through to develop new and relevant solutions that meet the needs of small and medium-sized accounting businesses in South Africa. Van der Laan then unpacks the biggest challenges in the sector from Standard Bank's perspective and explains how ESG and sustainability goals factor into this. She concludes the interview by sharing her advice for accounting businesses that want to stay competitive and meet their goals.

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework. Related Links Small Business Strategy Scorecard Dave's LinkedIn Cheryl's LinkedIn

More about Dorothy Carlow: Dorothy Carlow is the Chief Executive Officer of Mother's Market and Kitchen, a leading Southern California-based grocery retail chain known for its commitment to elevating the health  and wellness of the communities it serves. With more than 20 years of experience in corporate leadership, strategic growth, and operational innovation, Dorothy has played a pivotal role in transforming Mother's Market into a dynamic, neighborhood-focused health destination. Under her leadership, the company has embraced cutting-edge technologies, forged strategic partnerships, and optimized its store formats to drive significant growth and enhance shareholder value.   Prior to her appointment as CEO, Dorothy served as Chief Merchandising Officer at OTG and Fairway Market, both New York City based, where she was instrumental in driving revenue, profit, and margin growth. Notably, she played a key role in turning around Fairway Market, reinforcing her reputation as a results-oriented leader with a proven track record of delivering measurable business outcomes.   Dorothy is also deeply committed to empowering women in the retail sector, leading mentorship programs that support the advancement of women into leadership roles across operations, merchandising, and marketing.   She holds a Bachelor's degree in Exercise Physiology from George Washington University. Outside of work, Dorothy is an avid endurance athlete, having completed 12 marathons, numerous half-marathons, and triathlons. She enjoys spending time with her two daughters and staying active, whether running or pursuing other outdoor activities. More about Mother's Market: Mother's Market was founded in 1978 by a passionate group of yogis who believed: health begins with what you eat. They believed that organic eating was not just better for your body, but also better for the planet. Their vision was to create a store that prioritized organic, plant-powered foods along with fresh juicing and delicious organic prepared meals.  The first Mother's Market, a 2,500-square-foot space in Costa Mesa, became a hub for like-minded individuals seeking better food choices and a healthier lifestyle. People traveled from all over Southern California to experience this health oasis where happiness, organic, delicious foods and sustainability were front and center.  Fast forward to today, and Mother's has grown into 11 locations across Southern California, but the heart of the brand remains the same: empowering people to live healthier lives through better food.  Learn more at: https://www.mothersmarket.com/   More about Justin D'Affronte: Justin D'Affronte is a managing director with City National Bank's Food & Beverage Group. Based in Irvine, CA he supports food and beverage industry executives with creative financing solutions and industry intelligence. Working with City National's team of experts, he provides the bank's full range of financial solutions to food and beverage businesses nationwide.  More about City National Bank: City National Bank, a subsidiary of Royal Bank of Canada (RBC), is the largest bank headquartered in Los Angeles. Founded in 1954, City National is a regional bank specializing in Consumer Banking, Wealth Management and Private Banking, Commercial Banking, Entertainment and Sports Banking with branches in Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* For more information about City National, visit the company's website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.

In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report. Related Links [Report] Alloy's 2025 State of Fraud Report [LinkedIn] Sara Seguin [Solution Information] Q2/Alloy

Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses. Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters Jim Mortensen's LinkedIn

The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links Caroline's LinkedIn Filene Research Institute on LinkedIn [Podcast Series] Experience Factor with Jim Marous [Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives [White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences  

The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships. Related Links: [2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay Christine Held on LinkedIn Jessica Salerno on LinkedIn Cheryl Brown on LinkedIn Bank of Ann Arbor on LinkedIn

January 27, 2025 - Matt Fairchild, Hickory Point Bank Ex. VP of Commercial Banking, and Dan Bolt, Hickory Point Bank Commercial Bank Officer, joined Byers & Co. to talk about what they do for the bank and their involvement in the community. Listen to the Podcast now!See omnystudio.com/listener for privacy information.

January 23, 2025 ~ Tara Aldea, First Vice President, Treasury Sales Manager at Mercantile Bank and Jay Baydoun, First Vice President, Commercial Banking at Mercantile Bank, stop by to chat with Kevin at the Detroit Policy Conference

In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender. [Webinar] 2025 State of Commercial Banking

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the first U.S. jobs report of the year it’s potential impact, recent IRS business policy changes, and what to expect from commercial banking and financial services markets in 2025.

Do you feel confident that you're in control of your financial future? With the huge transfer of wealth to women in this country, it's more important than ever to be financially literate and feel confident in the conversation. In today's episode, Megan Schottmer shares her inspiring journey of overcoming shyness and self-doubt to become a trailblazing leader in the financial services industry. Megan candidly discusses the importance of financial empowerment for women, the critical role of mentors and sponsors, and strategies for navigating the corporate ladder as an introvert. This week's episode 150 of How Women Inspire Podcast is about building women's financial independence and fixing the broken rung! In this episode of How Women Inspire Podcast, Megan Schoettmer is sharing the importance of ensuring women take an active role in their financial lives and actionable steps you can take right now to leverage your authentic self to succeed in a male-dominated industry. Megan Schoettmer is regional president of PNC Bank, Northern California. Prior to joining PNC in August 2022, she served as managing director and Commercial Banking leader of middle market banking for Wells Fargo focusing on various industries including technology, commercial and industrial, and commercial real estate in Silicon Valley and the greater San Francisco Bay Area. Active in the community, Schoettmer serves as a board member for the Bay Area Council and the Children's Discovery Museum of San Jose. She serves on the advisory board for Santa Clara University's Ciocca Center for Innovation and Entrepreneurship and is co-chair for How Women Lead #GetOnBoardWeek.Some of the talking points Julie and Megan go over in this episode include:The importance of finding one's "why" and aligning with an advisor who shares similar goals.The concept of the “broken rung” in the workforce and the need to address the gender gap in promotions.How financial stress affects career advancement and the importance of financial independence.Building a personal board of directors and having diverse perspectives to guide your career and personal life decisions.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH MEGAN SCHOETTMER:LinkedInCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

Naledzani Mosomane, head of Enterprise and Supplier Development at Standard Bank Business and Commercial Banking, discusses Standard Bank's Enterprise & Supplier Development Awards and its dedication to uplifting the local small business sector. SAfm Market Update - Podcasts and live stream

Bank of America President of Global Commercial Banking Wendy Stewart discusses the outlook for commercial banking over the next year. She speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Allison is a Vice President in Commercial Banking at ERIEBANK. On this episode of the podcast Allison shares her journey from Villa to becoming a leader in the financial industry, balancing a thriving career, family life as a mom of three boys, and her passion for giving back to the Erie community. From career advice to inspiring leadership lessons, this episode has great stories and insights into her career experiences.

The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union's unique approach to customer experience, non-interest income, and commercial banking. 

Linda Watson is VP of Communications, PR, and Community Engagement at HCA HealthONE Sky Ridge, where she is responsible for public relations, strategic communications, legislative affairs and community outreach. Sky Ridge opened on August 20, 2003, and was named one of the best start-up hospitals in the country. Linda was a member of the original leadership team.Prior to joining this state-of-the art medical facility, which opened on August 20, 2003, she was Vice President of Relationship Marketing for U.S. Bank, a full-service commercial bank spanning 24 states. Ms. Watson managed strategic marketing, public relations, communications and events for the Commercial Banking and Private Client Group divisions of U.S. Bank in Colorado and Utah. She had been with the company for 13 years, serving in a variety of capacities including Media Relations Manager, Retail Marketing Manager and Quality Assurance Manager.Described as a “workplace environmentalist,” Ms. Watson was named a 2003 Woman of Distinction by the Mile High Girl Scouts Council. She was also named “Corporate Woman of the Year” in 2001 by the Women's Vision Foundation and was a finalist for the Colorado Women's Chamber of Commerce's Athena Award that same year.A dedicated member of the business community, she is on the board and past Chair of the Castle Rock Chamber of Commerce and on the boards of the Lone Tree Arts Center Fundraising Committee, the Douglas County Community Foundation and the Douglas County Business Alliance. She was on the board of the Douglas County Educational Foundation and the Highlands Ranch Chamber. She also served three years as the Events Chair for the Women's Vision Foundation.Ms. Watson is a graduate of the 2003 class of Leadership Douglas County and is a 1998 graduate of Leadership Denver. She received her BA in Public Relations and Communications from Rowan University.https://www.healthonecares.com/https://www.facebook.com/HCAHealthONESkyRidgeJudy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-linda-watson-vp-of-communications-pr-and-community-engagement-at-hca-healthone-sky-ridge

In honor of Hispanic Heritage Month, host J.D. Mealor is joined by Brian Martinez, VP of Commercial Banking, and Aaron Aliaga, Commercial Relationship Manager, to discuss their backgrounds and their roles at Regions Bank. J.D. Mealor is Senior Vice President and North Georgia Market Executive for Regions Bank. His podcast series, "Regions Business Radio", covers financial […] The post New Banker Spotlight: Celebrating Hispanic Heritage Month with Brian Martinez and Aaron Aliaga appeared first on Business RadioX ®.

In honor of Hispanic Heritage Month, host J.D. Mealor is joined by Brian Martinez, VP of Commercial Banking, and Aaron Aliaga, Commercial Relationship Manager, to discuss their backgrounds and their roles at Regions Bank. J.D. Mealor is Senior Vice President and North Georgia Market Executive for Regions Bank. His podcast series, "Regions Business Radio", covers financial […]

Commercial Banking in Kenya: A History from Colonisation to Digital Age (Routledge, 2024) investigates the impact of commercial banks in Kenya right through from their origins, to their role during the colonial period, the process of adaptation following independence, and up to their responses to new challenges and economic policies in the twenty-first century. The British colonisation of East Africa required the development of diverse political, social and economic institutions to advance and exercise control over the territories and their populations. Multinational commercial banks were among the first institutions, with the National Bank of India, Standard Bank of South Africa and Barclays Bank DCO all setting up business in Kenya, whilst continuing to maintain close relationships with the UK and other colonial actors. This book assesses the impact of commercial banks during the last years of colonial domination and the tools they used to adapt in the first decades of independence. The book concludes by considering how the colonial banking system has influenced the development of modern financial institutions in Kenya in the twenty-first century. This book argues that commercial banks are fundamental to understanding African colonies, and the foundations over which the financial system of contemporary Africa was constructed. It will be of interest to researchers of banking, economic history, the colonial period, and African studies. Christian Velasco was born in Mexico City and studied History at the National Autonomous University of Mexico (UNAM), where he specialized in economic history. In 2013, he was awarded a master's degree at the London School of Economics, with a comparative study of banking in Ghana and Botswana. The University of Warwick awarded him a PhD in 2019, working under the supervision of David Anderson and Daniel Branch, with a dissertation titled The Kenyan Banking System: From Colonial Expansion to Independence Uncertainty, 1950–1970. He is currently full-time academic staff at the Centro de Investigación y Docencia Económica (CIDE) in Mexico City. Other publications discussed during the interview are: Rouse, M. , Bátiz-Lazo, B., and Carbo-Valverde, S. (2023) ‘M-Pesa and the role of the entrepreneurial state in a cashless technology to deliver an inclusive financial sector', Essays in Economic and Business History, 41, pp. 109-133. Velasco, C. (2022), "The African Savers and the Post Office Savings Bank in Colonial Kenya (1910–1954)," The Journal of Imperial and Commonwealth History, DOI: 10.1080/03086534.2021.2020426 Willis, J. & Velasco, C. (2024), "Saving, Inheritance and Future-Making in 1940s Kenya," Past & Present, https://doi.org/10.1093/pastj/gtae013 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Commercial Banking in Kenya: A History from Colonisation to Digital Age (Routledge, 2024) investigates the impact of commercial banks in Kenya right through from their origins, to their role during the colonial period, the process of adaptation following independence, and up to their responses to new challenges and economic policies in the twenty-first century. The British colonisation of East Africa required the development of diverse political, social and economic institutions to advance and exercise control over the territories and their populations. Multinational commercial banks were among the first institutions, with the National Bank of India, Standard Bank of South Africa and Barclays Bank DCO all setting up business in Kenya, whilst continuing to maintain close relationships with the UK and other colonial actors. This book assesses the impact of commercial banks during the last years of colonial domination and the tools they used to adapt in the first decades of independence. The book concludes by considering how the colonial banking system has influenced the development of modern financial institutions in Kenya in the twenty-first century. This book argues that commercial banks are fundamental to understanding African colonies, and the foundations over which the financial system of contemporary Africa was constructed. It will be of interest to researchers of banking, economic history, the colonial period, and African studies. Christian Velasco was born in Mexico City and studied History at the National Autonomous University of Mexico (UNAM), where he specialized in economic history. In 2013, he was awarded a master's degree at the London School of Economics, with a comparative study of banking in Ghana and Botswana. The University of Warwick awarded him a PhD in 2019, working under the supervision of David Anderson and Daniel Branch, with a dissertation titled The Kenyan Banking System: From Colonial Expansion to Independence Uncertainty, 1950–1970. He is currently full-time academic staff at the Centro de Investigación y Docencia Económica (CIDE) in Mexico City. Other publications discussed during the interview are: Rouse, M. , Bátiz-Lazo, B., and Carbo-Valverde, S. (2023) ‘M-Pesa and the role of the entrepreneurial state in a cashless technology to deliver an inclusive financial sector', Essays in Economic and Business History, 41, pp. 109-133. Velasco, C. (2022), "The African Savers and the Post Office Savings Bank in Colonial Kenya (1910–1954)," The Journal of Imperial and Commonwealth History, DOI: 10.1080/03086534.2021.2020426 Willis, J. & Velasco, C. (2024), "Saving, Inheritance and Future-Making in 1940s Kenya," Past & Present, https://doi.org/10.1093/pastj/gtae013 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Commercial Banking in Kenya: A History from Colonisation to Digital Age (Routledge, 2024) investigates the impact of commercial banks in Kenya right through from their origins, to their role during the colonial period, the process of adaptation following independence, and up to their responses to new challenges and economic policies in the twenty-first century. The British colonisation of East Africa required the development of diverse political, social and economic institutions to advance and exercise control over the territories and their populations. Multinational commercial banks were among the first institutions, with the National Bank of India, Standard Bank of South Africa and Barclays Bank DCO all setting up business in Kenya, whilst continuing to maintain close relationships with the UK and other colonial actors. This book assesses the impact of commercial banks during the last years of colonial domination and the tools they used to adapt in the first decades of independence. The book concludes by considering how the colonial banking system has influenced the development of modern financial institutions in Kenya in the twenty-first century. This book argues that commercial banks are fundamental to understanding African colonies, and the foundations over which the financial system of contemporary Africa was constructed. It will be of interest to researchers of banking, economic history, the colonial period, and African studies. Christian Velasco was born in Mexico City and studied History at the National Autonomous University of Mexico (UNAM), where he specialized in economic history. In 2013, he was awarded a master's degree at the London School of Economics, with a comparative study of banking in Ghana and Botswana. The University of Warwick awarded him a PhD in 2019, working under the supervision of David Anderson and Daniel Branch, with a dissertation titled The Kenyan Banking System: From Colonial Expansion to Independence Uncertainty, 1950–1970. He is currently full-time academic staff at the Centro de Investigación y Docencia Económica (CIDE) in Mexico City. Other publications discussed during the interview are: Rouse, M. , Bátiz-Lazo, B., and Carbo-Valverde, S. (2023) ‘M-Pesa and the role of the entrepreneurial state in a cashless technology to deliver an inclusive financial sector', Essays in Economic and Business History, 41, pp. 109-133. Velasco, C. (2022), "The African Savers and the Post Office Savings Bank in Colonial Kenya (1910–1954)," The Journal of Imperial and Commonwealth History, DOI: 10.1080/03086534.2021.2020426 Willis, J. & Velasco, C. (2024), "Saving, Inheritance and Future-Making in 1940s Kenya," Past & Present, https://doi.org/10.1093/pastj/gtae013 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/african-studies

Commercial Banking in Kenya: A History from Colonisation to Digital Age (Routledge, 2024) investigates the impact of commercial banks in Kenya right through from their origins, to their role during the colonial period, the process of adaptation following independence, and up to their responses to new challenges and economic policies in the twenty-first century. The British colonisation of East Africa required the development of diverse political, social and economic institutions to advance and exercise control over the territories and their populations. Multinational commercial banks were among the first institutions, with the National Bank of India, Standard Bank of South Africa and Barclays Bank DCO all setting up business in Kenya, whilst continuing to maintain close relationships with the UK and other colonial actors. This book assesses the impact of commercial banks during the last years of colonial domination and the tools they used to adapt in the first decades of independence. The book concludes by considering how the colonial banking system has influenced the development of modern financial institutions in Kenya in the twenty-first century. This book argues that commercial banks are fundamental to understanding African colonies, and the foundations over which the financial system of contemporary Africa was constructed. It will be of interest to researchers of banking, economic history, the colonial period, and African studies. Christian Velasco was born in Mexico City and studied History at the National Autonomous University of Mexico (UNAM), where he specialized in economic history. In 2013, he was awarded a master's degree at the London School of Economics, with a comparative study of banking in Ghana and Botswana. The University of Warwick awarded him a PhD in 2019, working under the supervision of David Anderson and Daniel Branch, with a dissertation titled The Kenyan Banking System: From Colonial Expansion to Independence Uncertainty, 1950–1970. He is currently full-time academic staff at the Centro de Investigación y Docencia Económica (CIDE) in Mexico City. Other publications discussed during the interview are: Rouse, M. , Bátiz-Lazo, B., and Carbo-Valverde, S. (2023) ‘M-Pesa and the role of the entrepreneurial state in a cashless technology to deliver an inclusive financial sector', Essays in Economic and Business History, 41, pp. 109-133. Velasco, C. (2022), "The African Savers and the Post Office Savings Bank in Colonial Kenya (1910–1954)," The Journal of Imperial and Commonwealth History, DOI: 10.1080/03086534.2021.2020426 Willis, J. & Velasco, C. (2024), "Saving, Inheritance and Future-Making in 1940s Kenya," Past & Present, https://doi.org/10.1093/pastj/gtae013 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

Commercial Banking in Kenya: A History from Colonisation to Digital Age (Routledge, 2024) investigates the impact of commercial banks in Kenya right through from their origins, to their role during the colonial period, the process of adaptation following independence, and up to their responses to new challenges and economic policies in the twenty-first century. The British colonisation of East Africa required the development of diverse political, social and economic institutions to advance and exercise control over the territories and their populations. Multinational commercial banks were among the first institutions, with the National Bank of India, Standard Bank of South Africa and Barclays Bank DCO all setting up business in Kenya, whilst continuing to maintain close relationships with the UK and other colonial actors. This book assesses the impact of commercial banks during the last years of colonial domination and the tools they used to adapt in the first decades of independence. The book concludes by considering how the colonial banking system has influenced the development of modern financial institutions in Kenya in the twenty-first century. This book argues that commercial banks are fundamental to understanding African colonies, and the foundations over which the financial system of contemporary Africa was constructed. It will be of interest to researchers of banking, economic history, the colonial period, and African studies. Christian Velasco was born in Mexico City and studied History at the National Autonomous University of Mexico (UNAM), where he specialized in economic history. In 2013, he was awarded a master's degree at the London School of Economics, with a comparative study of banking in Ghana and Botswana. The University of Warwick awarded him a PhD in 2019, working under the supervision of David Anderson and Daniel Branch, with a dissertation titled The Kenyan Banking System: From Colonial Expansion to Independence Uncertainty, 1950–1970. He is currently full-time academic staff at the Centro de Investigación y Docencia Económica (CIDE) in Mexico City. Other publications discussed during the interview are: Rouse, M. , Bátiz-Lazo, B., and Carbo-Valverde, S. (2023) ‘M-Pesa and the role of the entrepreneurial state in a cashless technology to deliver an inclusive financial sector', Essays in Economic and Business History, 41, pp. 109-133. Velasco, C. (2022), "The African Savers and the Post Office Savings Bank in Colonial Kenya (1910–1954)," The Journal of Imperial and Commonwealth History, DOI: 10.1080/03086534.2021.2020426 Willis, J. & Velasco, C. (2024), "Saving, Inheritance and Future-Making in 1940s Kenya," Past & Present, https://doi.org/10.1093/pastj/gtae013 Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Cabrera is an Executive Vice President at Umpqua Bank and the Head of Commercial Banking for Arizona, California, Colorado, Idaho Nevada, Oregon, Utah and Washington. He has been with Umpqua since 2016 and leads the bank's asset-based lending division, debt capital markets, and corporate banking operations. Under his leadership, the bank has expanded and growth the Commercial Banking division. Prior to his time at Umpqua, Cabrera worked for California Bank and Bank of America in a variety of leadership roles. A fourth-generation Californian with a lifelong affinity for numbers, Cabrera is dedicated to serving the vibrant business communities within California and Umpqua's broader footprint. He is a graduate of San Diego State University. Cabrera and his wife, Karen, reside in Southern California. They have three adult children and two grandchildren. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County. Learn more about Ric at www.ricfranzi.com. 

Join host John Richert, Head of Mid-Cap Investment Banking, to explore the pivotal role founders play in driving innovation and shaping today's economy with John Simmons, Head of Commercial Banking, and Melissa Smith, Co-Head of Innovation Economy and Head of Specialized Industries for Commercial Banking. This episode explores the opportunities founders encounter at each stage of growth, from expanding their businesses to adapting to market shifts, while highlighting strategies for long-term success. For sources - 2023 Annual Report This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.  © 2024 JPMorgan Chase & Company. All rights reserved. 

Great Sustainable Food Stocks, Plus… best ESG stocks to buy now based on hedge fund holdings. Solar stocks to review. By Ron Robins, MBA Transcript & Links, Episode 138, September 20, 2024 Hello, Ron Robins here. Welcome to this podcast episode 138 published September 20, 2024, titled “Great Sustainable Food Stocks, Plus…” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles for more company and stock information. ------------------------------------------------------------- 5 Sustainable Food-Related Stocks for Long-Term Investors This first article refers to an industry that's one of my favorites, the food industry! It's titled 5 Sustainable Food-Related Stocks for Long-Term Investors. It's by Leslie P. Norton and found on morningstar.com. Here are some brief quotes from the article. “We talked with Edinburgh-based Stewart Investors, a global asset manager that practices sustainable investing, about the charms of food-related stocks. (The firm has a Morningstar ESG Commitment Level of Leader.)… The firm [Stewart Investors] tends to hold for the long term, and all the food-related companies that Wood mentions left cheap behind a while ago, as you'll see in the table below. Still, they have merits galore. I talked with Wood about why they're worth considering for the long haul. Stewart Investors' Food Stock Picks Source: Morningstar. Data as of Sept. 9, 2024. The star ratings for Mahindra & Mahindra, Novonesis, Totvs, and Unicharm are quantitative.” End quotes. ------------------------------------------------------------- 10 Best ESG Stocks To Buy Now My next article comes from Insider Monkey. It's titled 10 Best ESG Stocks To Buy Now and is by Sheryar Siddiq. Here are a few quotes from him. “Our Methodology To create the list of top ESG stocks to buy now, we chose companies from the Vanguard ESG U.S. Stock ETF (ESGV) and ranked them by their percentage weight in the fund, listed in ascending order. In addition, we used hedge fund sentiments regarding each stock to illustrate how well these stocks hold up in the eyes of hedge fund investors. These were taken from Insider Monkey's Q2 2024 database… Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds… (see more details here). 10. Tesla, Inc. (NASDAQ:TSLA) Number of Hedge Fund Holders: 85 Tesla's earnings for the second quarter fell short of expectations, driven by a decline in automotive sales for the second consecutive period. Despite a 2% revenue increase to $25.43 billion compared to the same quarter last year, automotive revenue dropped by 7% to $19.9 billion from $21.27 billion… Despite Tesla's recent challenges, Truist Securities analyst William Stein remains optimistic about the company's shift from traditional car manufacturing to AI, which he believes could unlock significant value. On August 14, he reaffirmed his ‘hold' rating on Tesla with a price target of $215, representing a 6.76% potential upside.” 9. JPMorgan Chase & Co. (NYSE:JPM) Hedge Fund Holders: 111 JPMorgan Chase operates globally across sectors like Consumer & Community Banking, Corporate & Investment Banking, Commercial Banking, and Asset & Wealth Management. In 2023, the firm achieved a 15% reduction in Scope 1 and Scope 2 greenhouse gas emissions from 2019 levels, advancing toward its goal of carbon neutrality by 2030. JPMorgan Chase also facilitated over $200 billion in green financing, including renewable energy projects and green bonds, contributing to its $2.5 trillion sustainable development financing target by 2030… Following the earnings release, Citi raised its price target for JPMorgan Chase from $205.00 to $215.00, while maintaining a Neutral rating. BMO Capital also reaffirmed its Market Perform rating with an unchanged price target of $205.00. 8. Broadcom Inc. (NASDAQ:AVGO) Hedge Fund Holders: 130 Broadcom [is] a global leader in technology, specializes in designing, developing, and supplying a wide range of semiconductor, enterprise software, and security solutions… The company plans to reassess its baseline and set new Scope 1, Scope 2, and Scope 3 greenhouse gas emission reduction targets. According to the company's ESG report, these new targets will align with the UN Paris Agreement and the Science Based Targets initiative (SBTi) goal to limit global warming to 1.5° Celsius above pre-industrial levels. In a recent note, TD Cowen identified Broadcom as a stock poised to benefit from the surge in AI spending… Cantor Fitzgerald maintained an Overweight rating and set a new price target of $200. 7. Eli Lilly And Company (NYSE:LLY) Hedge Fund Holders: 100 Eli Lilly is a global pharmaceutical firm renowned for its innovative medications. This past year, the company released its 2023 ESG report, highlighting significant strides toward its sustainability goals. The company has reduced greenhouse gas emissions by more than 20% between 2020 and 2022, despite notable business growth. The report also showcases Eli Lilly's commitment to diversity, with minority group members now holding 25% of U.S. management positions and women occupying 49% of management roles globally… In a recent update to its large-cap rankings, Wells Fargo analysts highlighted Eli Lilly's robust pipeline and potential to surpass market expectations in the coming years. The firm named Eli Lilly as its new top pick among large-cap pharmaceutical stocks, anticipating the company will outperform 2025 consensus estimates. 6. Alphabet Inc. (NASDAQ:GOOGL) Hedge Fund Holders: 216 Alphabet the parent company of Google, has introduced the Google Renewable Energy Addendum, a new initiative asking its largest hardware manufacturing suppliers to commit to matching 100% of their energy use with renewable sources by 2029… The company has set ambitious environmental goals for 2030, including achieving net-zero emissions across its operations and value chain, and reducing its combined Scope 1, 2, and 3 emissions by 50% from 2019 levels… Analysts have set a price target of $203.74, indicating a potential upside of 25.03% as of August 20… 5. Meta Platforms, Inc. (NASDAQ:META) Hedge Fund Holders: 219 The social media giant achieved net-zero emissions across its global operations in 2020 and is now focused on reaching net-zero emissions across its entire value chain by 2030… On August 8, Loop Capital raised its price target for Meta from $550 to $575, while maintaining a Buy rating on the stock… Citi subsequently raised its price target for Meta from $550 to $580. 4. Amazon.com, Inc. (NASDAQ:AMZN) Hedge Fund Holders: 308 Amazon initially aimed to reach net-zero carbon emissions by 2030 and power its operations with 100% renewable energy, a goal it claims to have achieved seven years ahead of schedule… In the first half of 2024, Amazon saw its operating income surge 141% year-over-year, reaching a record high… Amazon is also a dominant force in digital advertising, surpassing a $50 billion annual run rate with 20% growth… Morgan Stanley recently reiterated its positive outlook on Amazon maintaining an Overweight rating and a $210 price target. 3. NVIDIA Corporation (NASDAQ:NVDA) Hedge Fund Holders: 179 NVIDIA leads the market in designing and selling Graphics Processing Units (GPUs), a sector that has surged due to the growing demand for artificial intelligence models. The company's Blackwell GPUs are up to 20 times more energy-efficient than traditional CPUs for specific AI and high-performance computing (HPC) tasks. Additionally, by the end of FY25 and each year after, NVIDIA aims to achieve and maintain 100% renewable electricity for its offices and data centers under operational control… 2. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Holders: 279 Microsoft stands out as a leading ESG stock, much in part due to its strategic investment in OpenAI, the creator of ChatGPT, which has strengthened its position across hardware, software, and global cloud services. The company is committed to sourcing 100% renewable energy by 2025, becoming carbon negative by 2030, and offsetting all historical carbon emissions since its founding in 1975 by 2050… BMO Capital Markets maintained its positive outlook on Microsoft, keeping an Outperform rating and a $500 price target. 1. Apple Inc. (NASDAQ:AAPL) Hedge Fund Holders: 184 Apple is an obvious choice for ESG investors, given its strong commitment to labor rights, environmental responsibility, and ethical business practices across its supply chain. The tech giant has reduced its overall greenhouse gas emissions by over 55% since 2015, marking significant progress toward its ambitious Apple 2030 goal of achieving carbon neutrality across its entire value chain by the decade's end… On August 2, Goldman Sachs raised its price target for Apple from $265 to $275 while maintaining a Buy rating… End quotes. ------------------------------------------------------------- These 3 Companies Are the Solar Power Leaders, But Should You Invest in Them? Now what would a podcast episode be without an article on solar power companies? So here it is titled These 3 Companies Are the Solar Power Leaders, But Should You Invest in Them? By Jordan Chussler and found on 247wallst.com. Here is some of what Mr. Chussler says in his article. “1. First Solar Inc. (NASDAQ: FSLR) has amassed an impressive $21.98 billion market cap and is considered by many to be the solar industry leader. The company manufactures solar panels, but also provides utility-scale photovoltaic power plants while also provides support services like financing, construction, maintenance and end-of-life panel recycling programs… In the second quarter of 2024, First Solar beat earnings forecasts for the fifth consecutive quarter by posting earnings per share (EPS) of $3.25 versus analysts' expectations of $2.70. The company also beat on revenue by reporting $1.01 billion versus analysts' expectations of $939.71 million… Analysts at the Wall Street Journal give First Solar's stock a median, one-year price target of $286. Shares are currently trading for $205.36, meaning, the stock is expected to have strong upside potential of 39.26% over the next 12 months.  2. Enphase Energy Inc. (NASDAQ: ENPH) is a clean energy technology company with a $13.95 billion market cap that specializes in the development and manufacturing of solar micro-inverters and battery storage systems… Since beating earnings forecasts during the third quarter of 2023, Enphase has missed for the past three consecutive quarters, posting a disappointing EPS of 43 cents in the second quarter of 2024 versus analysts' expectations of 49 cents… Shares of Enphase are currently trading around $112, but one-year price targets are incredibly spread out. The Wall Street Journal‘s analysts give a median price target of $130, but a high-end target of $170 and a low-end target of just $45.82.  3. Sunrun Inc. (NASDAQ: RUN) has the smallest market cap of all three companies, with just $3.8 billion. The San Francisco-based company provides photovoltaic systems and battery energy storage solutions primarily for a residential customer base.   Sunrun shocked Wall Street in the second quarter of 2024 by posting an EPS of 55 cents versus analysts' expectations of -33 cents in earnings. That was the first quarter since Q2 2023 that the company posted a positive EPS… Currently trading at $18.17, Wall Street Journal analysts give shares of Sunrun a median, one-year price target of $20, but a high-end target of $38 and a low-end target of just $7.78.” End quotes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Great Sustainable Food Stocks, Plus…” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now my next podcast will be October 4th. I'll talk to you then! Bye for now.   © 2024 Ron Robins, Investing for the Soul

In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2's Strategic Advisory Services team, to discuss how segmentation and personalization can make a big difference in attracting and keeping small and medium-size business accounts.

In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration between companies' ERP accounting systems and their digital banking platforms.

Leigh Brandon has lived in Houston for 45 years. She works in Commercial Banking but when she's not banking, you can find her cooking, gardening, or fishing on the weekends. Living in Texas and being close to the Louisiana state line, her dishes are a mix of Southern and Tex-Mex to Cajun inspired. If you were to sit down at her dinner table on a Sunday afternoon, you would be met with Texas smoked brisket, fried Southern catfish, venison smoked sausage, or frog legs, Cajun crawfish dirty rice, fried green tomatoes & okra, or maybe a bowl of Tex-Mex charro beans with cilantro & onions. She loves working on her tamales orders during the Fall and Winter, and when she has help, she has catered a few BBQ events. Leigh is a “Plater” and enjoys showing her work, but the real excitement comes when she has filled someone's belly, and they give a smile.

In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to make more meaningful, profitable connections with customers.

In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash management.

Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments.