Podcasts about zions bancorporation

U.S. financial services company

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Best podcasts about zions bancorporation

Latest podcast episodes about zions bancorporation

Accelerate OC
Business Transformation > Core Conversion - Kristiane Koontz of Zions Bancorporation

Accelerate OC

Play Episode Listen Later Jan 6, 2025 56:35


In this episode of the Operate Podcast, we explore the complex and crucial topic of technology transformation within the banking sector, with Kristiane Koontz, EVP and Director of Treasury Services and Payments at Zions Bancorporation. We dive into the significance of replacing legacy banking systems, a daunting project that Kristiane and her team successfully completed over a decade-long journey. Kristiane sheds light on the challenges of a complete business transformation and how much bigger it is than a "core conversion." She explains how Zions maintained operational continuity while integrating new technologies, and restructured organizational processes and data governance systems. Zions' commitment to this massive overhaul shows their goal of staying competitive and efficient in a rapidly evolving banking industry. We also discuss the broader implications for U.S. community banks and the role of technology partners in driving innovation. Kristiane elaborates on how Zions' transformation efforts have positioned them uniquely and competitively within the market, enabling faster product development cycles, enhanced customer experiences, and improved data utilization for fraud prevention and personalization. Additionally, Kristiane shares her perspective on the future of banking, particularly the importance of easier technology access for community banks and strategic vendor partnerships. She emphasizes that continued innovation and adaptability are vital for community banks to thrive amidst industry consolidation and change. Kristiane generously shares her insights on leading a transformative project and also offers advice to those entering the profession today, highlighting the significance of continuous learning and understanding the core business of banking. Thank you to show sponsor, BankTech Ventures. Chapter Markers 00:00 Preview 01:15 Intro 01:32 Sponsor 02:08 Guest Introduction: Kristiane Koontz 03:26 Challenges of Legacy Banking Technology 05:31 The Complexity of Core Transformation 08:26 Global Perspectives and U.S. Core Providers 12:26 Zions Bank's Core Transformation Journey 22:53  Real-Time System Benefits and ROI 25:59 Team Morale and Future Innovations 29:02 Leveraging Broader Banking Transformation 29:54 Investing in Treasury and Payments 30:36 Customer-Centric Transformation 33:35 Strategic Partnerships and Vendor Management 39:52 Unified Customer Experiences 42:17 Digital Transformation Challenges 47:32 Leadership Insights 51:56 Personal Rituals 54:30 Advice for Future Bankers 56:20 Outro

Sales Leadership Podcast
Episode 301: Jacob Heugly, Executive Vice President and Managing Director of Fee Income at Zions Bancorporation: Creating an Environment where Team Members Thrive by Choosing Alignment over Assignment.

Sales Leadership Podcast

Play Episode Listen Later Nov 20, 2024 57:49


Jake Heugly is the Executive Vice President and Managing Director of Fee Income for Zions Bancorporation. Jake leads a large team of executive leaders who are responsible for generating fee income for one of the largest financial institutions in North America. Jake and his team have had long-term success in every market condition and have won more than their share of industry awards along the way. And one of the keys to this remarkable success is the fact that his Sr. Leadership Team has stayed with him for nearly 2 decades in some cases. Today Jake shares a blueprint of how to build an environment where people on your team choose not to leave…and why alignment is the secret to having an environment where team members don't just survive…they thrive. You can connect with Jake on LinkedIn here. (https://www.linkedin.com/in/jacob-heugly-02a52b43/) You can make contact with Jake at your convenience via email at jacob.heugly@zionsbancorp.com. (jacob.heugly@zionsbancorp.com) For video excerpts of this and other episodes of the Sales Leadership Podcast, check out Sales Leadership United Here. (https://www.patreon.com/SalesLeadershipUnited)

LaunchPod
The success of fractional leadership with Jennifer Moore

LaunchPod

Play Episode Listen Later Aug 6, 2024 25:49


Today, our guest is Jennifer Moore, a seasoned product executive who has built and launched customer-centric, data-inspired solutions for over 20 years within B2B SaaS and financial services. She currently currently runs a comprehensive consulting services firm, Strategies that Spark, and serves as the Chief Product & Growth Officer for her clients. Jennifer began her career as a technical writer at a Series A startup, Oakley Networks. She then transitioned to project management at Wells Fargo and Zions Bancorporation before moving into product management and the B2B SaaS industry. Most recently, she led product and design teams at companies such as Workfront (acquired by Adobe), Pluralsight, and various startups. On today's episode, Jennifer talks to LogRocket's CEO and Head of Product, Matt Arbesfeld, about what she learned about product moving between different industries like finance and SaaS; the significance of domain expertise; focusing on team dynamics and incremental process improvements; and how she uses consulting to help companies grow their product initiatives. Links https://www.linkedin.com/in/carolynemoran/ https://www.linkedin.com/in/jennifer-r-moore/ https://calendly.com/jennifer-r-moore https://productplusbyjennifer.substack.com/ https://blog.logrocket.com/product-management/leader-spotlight-jennifer-moore/ Chapters 00:00 Intro 00:09 Journey from technical writing to product management 02:27 Transition to financial services and first exit 03:48 Challenges and innovations in financial services 05:50 Shift to software as a service (SaaS) 09:38 Consulting and fractional leadership 20:12 Impact of AI on product management 25:41 Outro What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces UX and technical issues impacting user experiences. Understand where your users are struggling by trying it free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Jennifer Moore.

Alles auf Aktien
Kursexplosion bei Meta und Amazon – und die Dividenden-Dynamiker

Alles auf Aktien

Play Episode Listen Later Feb 2, 2024 17:49


In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über schwierige Signale bei Adidas, Panik bei Peloton und weitere Erfolge der Deutschen Bank. Außerdem geht es um Nike, Puma, Polestar, Volvo, Geely Merck & Co., Apple, UnitedHealth Group, Restaurant Brands International, Domino's Pizza, Morgan Stanley, Zions Bancorporation, Vulcan Materials, Broadcom, Oracle, Amphenol, Cintas. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hier findet ihr alle AAA-Bonus-Episoden bei WELT – dazu den AAA-Newsletter und noch weitere WELTplus-Inhalte: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Masters In Real Estate
Michael Morris- Former CCO of Zions Bancorporation

Masters In Real Estate

Play Episode Listen Later Jan 4, 2024 74:04


Today I got to sit down with former CCO of Zions Bancorporation Michael Morris, we spoke about his career progression, meeting Jamie Dimon, his time as the chief credit officer for Zions Bancorporation where he oversaw $87B of debt across the platform, he also mentioned the current strength of the regional banks. The answer might surprise you!

cco jamie dimon michael morris zions bancorporation
All Things Internal Audit
Internal Audit Awareness Month

All Things Internal Audit

Play Episode Listen Later May 19, 2023 12:44


To celebrate internal audit awareness month, we're highlighting the leaders who are forging the future of the profession. We'll speak with some of today's IIA Chapter leaders, connecting members with career development and educational resources in regions all around the world. We speak with tomorrow's leaders—attendees of the Global Student Conference held recently in Orlando, Florida—to learn what excites them most about a career in internal audit. Greg van Choyke of The IIA chats with Sarah Duckwitz, Director, Internal Audit at CrossFirst Bank on adding big value with small audit teams. IIA District Representative Jami Shine speaks with Yvette Adams, Senior Audit Manager at Zions Bancorporation and Jude Viator, Consulting Associate Director at Postlethwaite & Netterville about developing your personal brand. In our “I Am” profile, Rosalie Ennes, CEO and Founder of Portecua Consulting, shares what drew her to internal audit, and the fulfillment of her ambition of mixing travel and career growth. BONUS Member Content IIA members gain exclusive access to an extended version with bonus content including: Tips for Small Audit Teams: Learn the four main categories of technology that help small teams deliver value. Networking Toward Success:A simple strategy to develop your unique personal brand.

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 4-May

FactSet U.S. Daily Market Preview

Play Episode Listen Later May 4, 2023 5:00


US equity futures are indicating a broadly flat open as of 05:00 ET. This follows mixed Asian markets, while European equity markets are lower. Central bank policy is in focus, with the ECB set to step down the pace of its tightening cycle with a rate hike of 25 bps tipped for today's policy decision, after the Fed hiked rates yesterday by 25 bp as expected. Regional bank weakness continues with PacWest Bancorp down sharply after-hours yesterday following reports it is evaluating options.Companies Mentioned: PacWest Bancorp, Western Alliance, Zions Bancorporation, Comerica, Apollo Global, Arconic, Qualcomm

Debrief Bourse
Le debrief Bourse du 4 mai : le CAC 40 digère les hausses de taux

Debrief Bourse

Play Episode Listen Later May 4, 2023 2:39


25 points de base. A la manière de la Fed hier, la Banque centrale européenne a relevé son taux de dépôt de 25 points de base pour le porter à 3,25%. La BCE qui a signalé que d'autres hausses étaient encore probables, compte tenu des tensions sur les prix et les salaires. On a donc un CAC 40 qui finit la journée en repli de 0,85% vers les 7.341 points et 3,7 milliards d'euros échangés, lesté aussi par la baisse de Wall Street. Et pour cause, en plus d'une nouvelle hausse de taux, les marchés américains doivent composer avec une regain de tension sur les banques régionales : PacWest (-50%), Western Alliance (-39%), Zions Bancorporation (-9%) : autant d'établissements attaqués en Bourse dans le sillage de First Republic. Même les grands noms sont sous pression à l'image de JPMorgan Chase, Citigroup, Bank of America. A 17h45, le Dow Jones cède 1% quand le Nasdaq n'abandonne que 0,3%.Valeurs en hausseValneva domine largement le SBF 120. La biotech a nettement réduit sa perte nette au premier trimestre 2023 à 18,1 millions d'euros contre 26 millions à la même période de l'année dernière. L'activité a, elle augmenté de près de 54%.Moins haut dans l'atmosphère, on retrouve SES : l'opérateur satellitaire a confirmé ses objectifs 2023 dans la foulée de sa publication trimestrielle.Les valeurs de vins et spiritueux sont bien orientées à l'image de Rémy Cointreau et Pernod RicardSur le CAC 40, c'est Engie qui finit en tête, profitant d'un relèvement d'objectif de cours de la part de Berenberg, passé de 15,50 à 17 euros sur le titre.Valeurs en baisseNouvelle séance de net repli pour Teleperformance. Morgan Stanley a abaissé sa recommandation de "surpondérer" à "pondérer en ligne", et réduit son objectif de cours de 320 à 240 euros. Raison de cette dégradation : le durcissement de l'environnement macroéconomique pourrait remettre en cause la croissance du géant des centres d'appels.M6 est également sous pression, tout comme Technip Energies après l'annonce par le groupe parapétrolier d'un chiffre d'affaires en repli de 13% sur les trois premiers mois de l'année.La publication trimestrielle de Casino est, elle, venue mettre fin à la séquence de 6 hausses consécutives. Le distributeur a fait état d'un chiffre d'affaires de 5,4 milliards d'euros, inférieur aux attentes et en croissance de seulement 1% en données comparables. Talon d'achille du groupe, en France, les ventes ont reculé de 0,4% en données comparables...Enfin, Publicis Groupe cède 5,7% dans la foulée de la publication mal accueillie hier du groupe américain Omincom.

ABA Banking Journal Podcast
Designing and launching a special-purpose credit program

ABA Banking Journal Podcast

Play Episode Listen Later Apr 20, 2023 19:54


For many small business owners, the first step on the credit ladder is the hardest, and they may miss opportunities to build business credit and grow their business while relying on personal credit instead. On the latest episode of the ABA Banking Journal Podcast — sponsored by R&T Deposit Solutions — Amegy Bank EVP Jevaughn Sterling talks about Zions Bancorporation's Small Business Diversity Banking Program, organized as an “special-purpose credit program” under Equal Credit Opportunity Act. Sterling discusses: What defines an SPCP and how it is designed to improve access to capital by helping small business owners build business credit instead of relying on personal credit. How Zions designed the Diversity Banking Program to be tailored to the needs of disadvantaged small business borrowers. How loan terms may look similar and different for Diversity Banking Program participants. The nuts and bolts of designing, getting regulatory approval for, launching and marketing the Diversity Banking Program. Results seen, lessons learned and tips for other banks considering a special-purpose credit program. His own career journey as a commercial lender. View ABA resources on special purpose credit programs.

Dave and Dujanovic
Dave & Dujanovic Full Show 3/15/23: A play by play of what happened with Silicon Valley Bank

Dave and Dujanovic

Play Episode Listen Later Mar 15, 2023 112:45


- Lack of investor confidence in the banking system leaves Dow in an anxious spot  - Federal investigation into the Silicon Valley Bank  - A play-by-play of what happened with Silicon Valley Bank  - Financial decisions led by the irrational fear  - Zions Bancorporation joins D2 live in response to potential ratings downgrade See omnystudio.com/listener for privacy information.

Trader's Breakfast
Dax erobert wichtige Marke

Trader's Breakfast

Play Episode Listen Later Jan 23, 2023 5:49


Die Woche an der Wall Street endete nach drei Verlusttagen in Folge positiv. Dabei hat vor allem Netflix einen starken Beitrag geleistet. Der DAX hat die Marke von 15.000 Punkten zurückerobert.Die Aktienmärkte in Asien legten am Montag zu, aber die meisten Märkte waren wegen des Neujahrsfestes geschlossen, wobei die Märkte in Shanghai die ganze Woche über geschlossen bliebenZum Wochenbeginn werden in den USA weder in Europa wichtige Wirtschaftsdaten erwartet.Geschäftszahlen kommen heute von Baker Hughes, Synchrony Financial und Zions Bancorporation.Die Futures bewegen sich alle in der Nähe der Flatline.Support the show

Uplifting Impact
Community Engagement and Diverse Representation

Uplifting Impact

Play Episode Listen Later Jul 12, 2022 25:53


Uplifting Impact is excited to announce Actions Speak Louder, the latest book by author and DEI expert, our very own, Deanna Singh. This book, available starting May 31st, 2022, is a step-by-step guide on how to create change and inclusivity both in the workplace and beyond. In this book, Deanna seeks to answer questions for organizations and teams of all sizes on how to create more inclusivity. Actions Speak Louder creates a blueprint for those who are ready to read, take action now, and build a better tomorrow. In this episode, Justin Ponder sits with guest James Jackson III, the Supplier Diversity Program Manager at Zions Bancorporation. James is responsible for building relationships with capable, diverse suppliers who can provide goods and services across the enterprise. They discuss the benefits of supplier diversity, how to build bridges for inclusion, and how companies can restructure their vendor operations to include more traditionally excluded groups.  TOPICS IN THIS EPISODE: -What is supplier diversity? -Why it's time to take supplier diversity seriously -How organizations can get started on supplier diversity -Using supplier diversity channels to grow your business -How supplier diversity works in the real world -Simple strategies to attract and retain diverse talents -The dos and don'ts of promoting diversity and inclusion in your community -The innovative, financial, and social benefits of diversity in the workplace -How companies can empower and reward their diversity ambassadors Justin's LinkedIn: https://www.linkedin.com/in/justin-ponder-1200b72b/ Deanna's LinkedIn: https://www.linkedin.com/in/deannasingh/ James' LinkedIn: https://www.linkedin.com/in/jamesjacksoniii/ Black Utah: Stories from a Thriving Community: https://www.amazon.com/Black-Utah-Stories-Thriving-Community/dp/1737200090 James' Website: https://jamesjackson3.com/ James' Facebook Page: https://www.facebook.com/james3motivation Deanna's Facebook Page: https://www.facebook.com/purposefulhustle/ Uplifting Impact Website: https://www.upliftingimpact.com/ Order Actions Speak Louder Book Now: https://www.upliftingimpact.com/actions-speak-louder-book Learn more about your ad choices. Visit megaphone.fm/adchoices

CISO-Security Vendor Relationship Podcast
What We Lack In Security We'll Make Up in School Spirit

CISO-Security Vendor Relationship Podcast

Play Episode Listen Later Feb 15, 2022 32:57


All links and images for this episode can be found on CISO Series Yikes, this security hole one concerned student found in the school's network is going to require one heck of a pep rally to fix. This week's episode is hosted by me, David Spark (@dspark), producer of CISO Series and Andy Ellis (@csoandy), operating partner, YL Ventures. Our guest is Dave Stirling, CISO, Zions Bancorporation. Thanks to our podcast sponsor, Varonis On average, an employee can access 17 million files on day one. Varonis will show you where critical data is vulnerable, detect anomalies, and automatically right-size privileges to get you to “Zero Trust.” Their data security platform can test your ransomware readiness and show you where you stack up. Learn more at www.varonis.com/cisoseries. In this episode: Should the CISO position be seen as an organization in itself? Is the current data loss prevention (DLP) model outdated? How can an MSSP show its value? What should a high school student do if they see that their school has horrible security practices?

My Best SHIFT
S2:E5: Leveraging Connections (with James Jackson III)

My Best SHIFT

Play Episode Listen Later Dec 5, 2021 44:47


Chantée is joined by James Jackson III to discuss leveraging connections and putting them to work!________________________James Jackson III serves as the Supplier Diversity Program Manager as Zions Bancorporation, where he is responsible for building relationships with capable diverse suppliers who can provide goods and services across the enterprise.  James also  serves on several boards of directors, and is the founder of the Utah Black Chamber. Since its inception in 2009, the Chamber has grown to not only serve black-owned small businesses in Utah but has become the premier organization connecting and engaging Utah's Black community and building bridges for inclusion. From the Chamber, James started or helped start several other programs to elevate Utah's diverse community, including Living Color Utah and the Utah Diversity Career Fair. James to started his own business focused on providing coaching, training, teaching leadership, and organizational development. James co-authored an Amazon Best-Selling book, “Leading Through the Pandemic: Unconventional Wisdom from Heartfelt Leaders.” James' goal is to further promote Utah diversity with the hopes of it becoming a more attractive destination for people of color. ________________________SHOW NOTES + LINKS:We are grateful to James for joining us. You find him on IG: @J3Motivtion; and LinkedIn: http://linkedin.com/in/jamesjacksoniii.Show your support for the show in the form of a review, rating, like, follow and/or subscribe. It makes a huge difference with the algorithmic overlords!________________________INSPIRED ACTIONS/THOUGHTS FOR THIS EPISODE:How are you utilizing your gifts?What talents do you have?How are you expanding your comfort zone?________________________SUPPORT US BY SUPPORTING OUR PARTNER(S)Buzzsprout – Following this link let's Buzzsprout know we sent you, gets you a $20 Amazon gift card if you sign up for a paid plan, and helps support our show https://www.buzzsprout.com/?referrer_id=1381600.Headliner – Following this link let's Headliner know we sent you https://make.headliner.app/referral/info_AwIgqs. Rosen Skincare – Following this link let's Rosen Skincare know we sent you, get 20% off your order, https://www.rosenskincare.com/chantee-christian. ________________________THE DREAM TEAM -- CREDITSAudio Engineering & Music Composition: Dennis D. Johnson with Hitz Muzic Group, LLC (hitzmuzicgroup@gmail.com)Custom Art Work: Gibran K. McNeal with Mc. + Co. Creative, LLC (logos@gibran.design)Photography: R.J. with Peculiar Images by R.J. Paulk (rj@peculiarimages.us)Hair: Rob Fooks with Rob Fooks Hair Salon (rob@robfooks.com)Creative Director: Janae D. Johnson with Janae Danielle Consulting and Design (janaedanielleco@gmail.com)________________________If you take any of these actions, share them with us -- info@mybestshift.com. Mention My Best SHIFT Podcast in the subject line. AND brag online about your inspired actions/thoughts on social media using #MyBestSHIFT. We love feedback from our listeners -- info@mybestshift.com. 

Business: Transformed
Aligning Technology and Business - Brian Timmeny

Business: Transformed

Play Episode Listen Later Sep 7, 2021 40:15


Brian Timmeny is the Chief Technology Officer of Zions Bancorporation, a large regional bank with business concerns stretching from Texas to California. In this discussion, Brian shares his philosophy for driving digital transformation while not breaking the things that have already made the business successful, how working iteratively can help technical and business teams align better, and how to keep a focus on the customer in the efforts business and IT undertake together. Whether you're a leader in a function outside of IT who wants to understand how to partner with technology, or a technology-focused leader who wants to make a bigger business impact, you won't want to miss this episode.  

The New IT Podcast
Zions Bancorporation - What Are They Looking for?

The New IT Podcast

Play Episode Listen Later Jul 14, 2021 32:42


Today's episode discusses what corporate companies actually look for in IT candidates. Brad and Bobby discuss the changing IT landscape, as well as how you can stand out against the competition when looking for an IT position at a corporate company, specifically, Zion's Bank. Today's episode features guest speaker Kevin, an employee at Zion's Bank. These experts offer insights into the corporate world and what they're really looking for. Tune into this week's episode to find out more! “There really many reasons one should look at Zions Bancorporation for a technology position. We are actually the second-largest higherer of Technology Professionals in the Salt Lake City area. So you're joining many technology Professionals in the Salt Lake area if you are joining us in person. With that said, we do have many remote positions open. I would say off the top of my head about 90% of our technology positions can be remote. But if you're going to be in person with Zion's Bancorporation in one year, we will have a state-of-the-art 400,000 square-foot Technology Center in Midvale Utah. it shows what Zion's Bank is doing, or what we want to do is investing in our people. We're investing in technology by building this huge state-of-the-art technology campus” Brad Anderson, CEO of TechBridge, a Salt Lake City IT staffing company, and Bobby Glen James, Author, Speaker, and founder of BoTecha IT Support discuss Zion's Bancorporation and what they are looking for in their IT candidates. Hear these tech experts discuss how you can prepare yourself and consider a career with Zion's Bank in this week's episode of the New IT podcast, “What Are They Looking For?” For more information on IT staffing and recruiting in Salt Lake City, visit https://techbridgeinc.com

Business: Transformed
Leading Change Through Resistance or Inertia - Jesse Ronnow

Business: Transformed

Play Episode Listen Later Jul 5, 2021 42:22


Jesse Ronnow is SVP, Director of Digital Marketing for Zions Bancorporation, the company behind a handful of recognizable bank brands in the Western United States. On this episode, Jesse talks about his gigantic mandate to unify digital marketing across these brands, how leading change inside a conservative organization like a bank can be both fulfilling and frustrating, and shares some fantastic insights for making it work. You'll want to make sure you listen to this conversation. 

The Kayleigh OKeefe Show
46 - Leading the Utah Black Chamber Through 2020 with James Jackson, III, Founder UT Black Chamber

The Kayleigh OKeefe Show

Play Episode Listen Later Apr 21, 2021 33:22


Welcome to The Kayleigh O'Keefe Show! In this episode of The Kayleigh O'Keefe Show podcast, Kayleigh interviews James Jackson, III, the Founder of the Utah Black Chamber, Supplier Diversity Program Manager at Zions Bancorporation, AND the owner of J3 Motivation! He does this all through his focus and passion for leadership! In their interview, he shares more about his experience leading through the pandemic, including: what it was like to lead the Utah Black business community through a pandemic and social unrest how he's grown as an introverted leader and the power of listening how he's made the shift from doer to leader, including having faith in your team and creating more leaders his aspiration to build more leaders in 2021 as the Chamber grows If you like leadership quotes and inspiration, you'll love James' interview as he effortlessly quotes Brene Brown and Tony Robbing, African provers, and Lebron James! Schedule a call with Kayleigh to explore your solo or corporate book: https://calendly.com/kayleigh-okeefe/solo-book-writing-publishing Purchase Leading Through the Pandemic on Amazon https://www.amazon.com/dp/B08SQWKXQ2    Connect with Kayleigh on LinkedIn: https://www.linkedin.com/in/kayleighokeefe/     Connect with James on LinkedIn: https://www.linkedin.com/in/jamesjacksoniii/ 

Executive Innovation Show
Managing a Customer Experience Transformation in Banking

Executive Innovation Show

Play Episode Listen Later Apr 13, 2021 25:16


Alex Jimenez is the Chief Strategy Officer at Extractable, a digital strategy, design, and data analytics consultancy focused on the future of financial services. He formerly led technology strategic planning for Zions Bancorporation, served as Chair of the Consumer Bankers Association Digital Channel Committee, and has been published in many financial services magazines and influencer lists.A lot has changed for financial institutions during and after the pandemic in regard to managing a customer experience transformation in banking. Customers expect more video and digital services as they’ve experienced across other industries and banks/credit unions now have to think about not only managing branch experiences but how to manage digital experiences. This is not only technology-related but isn’t successful without the culture top-down approach.Support the show (http://www.helpinghumans.care)

The Earnings Podcast from AlphaStreet
Zions Bancorporation (ZION) Q3 2020 Earnings Call

The Earnings Podcast from AlphaStreet

Play Episode Listen Later Oct 20, 2020 64:51


Zions Bancorporation (NASDAQ: ZION) Q3 2020 earnings call dated Oct. 19, 2020. Zions Bancorporation's Third Quarter 2020 Earnings Results Webcast. Transcript link: CEO: "we are generally pleased with the overall results for the quarter. Earnings per share are back to a level experienced throughout much of 2019. Although, revenue has declined somewhat from what experienced then. Our non-interest expenses declined moderately, resulting in adjusted pre-provision net revenue, excluding the charitable contribution we made during the quarter of pre-provision net revenue of $297 million, which is actually somewhat stronger than the quarterly average in 2019. Additionally with the diluted shares have declined by about 17% from the levels in early 2019, which is the result of share repurchases prior to the pandemic and the expiration of warrants earlier this year." Corporate Participants: James R. Abbott — Senior Vice President, Investor Relations and External Communications Harris H. Simmons — Chairman and Chief Executive Officer Scott J. McLean — President and Chief Operating Officer Keith D. Maio — Executive Vice President, Chief Risk Officer Michael Morris — Executive Vice President, Chief Credit Officer Paul E. Burdiss — Chief Financial Officer Analysts: Dave Rochester — Compass Point — Analyst Ken Zerbe — Morgan Stanley — Analyst John Pancari — Evercore ISI — Analyst Steve Moss — B. Riley Securities — Analyst Ken Usdin — Jefferies — Analyst Steven Alexopoulos — JPMorgan — Analyst Brock Vandervliet — UBS — Analyst Jennifer Demba — SunTrust Securities — Analyst Erika Najarian — Bank of America — Analyst --- Send in a voice message: https://anchor.fm/earningspodcast/message Support this podcast: https://anchor.fm/earningspodcast/support

The #HCBiz Show!
The Long Fix: Solving America's Health Care Crisis with Strategies that Work for Everyone w/ Dr. Vivian Lee

The #HCBiz Show!

Play Episode Listen Later Sep 11, 2020 46:24


On this episode we talk with Dr. Vivian Lee about her new book, The Long Fix: Solving America's Health Care Crisis with Strategies that Work for Everyone. Dr. Lee offers a fresh perspective that will strengthen your understanding of the issues facing America's healthcare system. And while she acknowledges that our government must play a substantial role in driving systemic change, she points out how each of us as individuals, clinicians, payers, and employers all have a role to play. The book's title suggests that we're in for a long haul, and I agree. However, Dr. Lee offers concrete examples of driving change in the real world that can have an immediate impact on the work you're doing today. In particular: What it's like to lead a multi-billion dollar health system into value-based care for the first time? Why intrinsic motivators like purpose, autonomy, and mastery are more important than extrinsic motivators like compensation, and how to tap into them to motivate clinicians and drive change. How to co-design change with clinicians (and patients). How to implement patient satisfaction surveys that actually work. How to develop measures that matter, and the surprising things that happen when you do. How to track performance to the clinician-level, and the best way to share the data with them. Creative ways to reinvest your savings. I took a ton away from this conversation, and I'm sure you will too!   Dr. Vivian Lee Vivian S. Lee, M.D., Ph.D., M.B.A, is President of Health Platforms at Verily Life Sciences, an Alphabet company whose mission is to apply digital solutions that enable people enjoy healthier lives. A passionate champion of improving health in the U.S. and worldwide, she works closely with Verily's clinical and engineering teams to develop products and platforms that support the successful transformation of health systems to value and advance the co-production of health with patients, their caregivers, and communities. She also serves as a Senior Lecturer at Harvard Medical School and Massachusetts General Hospital, and a Senior Fellow at the Institute for Healthcare Improvement. In 2019, she was ranked #11 among the Most Influential People in Healthcare (Modern Healthcare). She is the author of the acclaimed book, The Long Fix: Solving America's Health Care Crisis with Strategies that Work for Everyone (Norton, 2020). Dr. Lee is the former Dean, SVP and CEO University of Utah Health. As a leading healthcare executive, she is committed to the advancement of value-driven transformation in health care (NYT Corner Office, STAT). As CEO, Lee led University of Utah Health to recognition for its health care delivery system innovations (Algorithmsforinnovation.org) that enable higher quality at lower costs (JAMA & editorial, NYT) and with higher patient satisfaction (NYT, HBR, NEJM), as well as successful strategies of faculty development and mentorship. In 2016, University of Utah was ranked first among the nation's university hospitals in quality and safety (Vizient). Dr. Lee also commercialized the University of Utah's health plan as Chair of its Board, during which it grew five-fold and was successful in the individual exchange. As Dean, she led the significant expansion of the School of Medicine class size with increased state funding, and helped raise large philanthropic gifts. Lee is an MR radiologist who developed novel methods for measuring kidney function and vascular disease with MRI. Funded by the NIH for 20 years, Dr. Lee was elected to National Academy of Medicine (formerly, the Institute of Medicine) in 2015, and in 2019, she received the International Society for Magnetic Resonance in Medicine's highest award for scientific contributions and leadership, the Gold Medal. She served on the NIH Council of Councils advisory to the NIH Director and has authored over 200 peer-reviewed research publications. Presently she serves on the Defense Health Board, advisory to the Department of Defense for military medicine, the Board of Directors of the Commonwealth Fund and the Association of American Rhodes Scholars, the Membership Committee of the National Academy of Medicine, and on the Scientific Advisory Board of the Massachusetts General Hospital. She is also a director on the board of Zions Bancorporation, a publicly traded company. Dr. Lee is a magna cum laude graduate of Harvard-Radcliffe Colleges, received a doctorate in medical engineering from Oxford University as a Rhodes Scholar, earned her M.D. with honors from Harvard Medical School, and was valedictorian of her Executive MBA program at NYU's Stern School of Business. https://vivianleemd.com/ Dr. Vivian Lee on Twitter Dr. Vivian Lee on LinkedIn   The Long Fix It may not be a quick fix, but this concrete action plan for reform can create a less costly and healthier system for all. Beyond the outrageous expense, the quality of care varies wildly, and millions of Americans can't get care when they need it. This is bad for patients, bad for doctors, and bad for business. In The Long Fix, physician and health care CEO Vivian S. Lee, MD, cuts to the heart of the health care crisis. The problem with the way medicine is practiced, she explains, is not so much who's paying, it's what we are paying for. Insurers, employers, the government, and individuals pay for every procedure, prescription, and lab test, whether or not it makes us better—and that is both backward and dangerous. Dr. Lee proposes turning the way we receive care completely inside out. When doctors, hospitals, and pharmaceutical companies are paid to keep people healthy, care improves and costs decrease. Lee shares inspiring examples of how this has been done, from physicians' practices that prioritize preventative care, to hospitals that adapt lessons from manufacturing plants to make them safer, to health care organizations that share online how much care costs and how well each physician is caring for patients. Using clear and compelling language, Dr. Lee paints a picture that is both realistic and optimistic. It may not be a quick fix, but her concrete action plan for reform—for employers and other payers, patients, clinicians, and policy makers—can reinvent health care, and create a less costly, more efficient, and healthier system for all. Get it on Amazon   Links and Resources Episode 139: Behavioral Economics Expert Explains How to Drive Massive Change with Minor Tweaks w/ Karen Horgan Episode 098: Taking Aim at Phony Doctor Reviews w/ Ted Chan Episode 079: HCAHPS and the Patient Safety vs. Patient Satisfaction Conundrum w/ Christine Greene and Maurits Hughes from HITS2018 Book: Drive: The Surprising Truth About What Motivates Us by Daniel Pink     The #HCBiz Show! is produced by Glide Health IT, LLC in partnership with Netspective Media. Music by StudioEtar  

Financially Free Journey
Investing For Beginners

Financially Free Journey

Play Episode Listen Later Feb 10, 2020 9:23


Are you interested in the stock market but your not quite sure where to start? This episode gives quick tips and insights to joining the stock market as well as how the economy effects the overall market. Tune in to this episode to strengthen your understanding of how the stock market and economy are connected!    This information is not meant as a comprehensive guide to investing, or as a source of specific investment recommendations.   The information is general in nature and is not intended to be, and should not be construed as, legal or tax advice.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.     Investments are not Insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, Zions Bancorporation, National Association. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.   

BAI Banking Strategies
15.08 - Top 2019 podcasts: Digital transformation that triumphs

BAI Banking Strategies

Play Episode Listen Later Dec 3, 2019 15:09


Whether it benefits customers and employees on the front end or core systems on the back end, digital transformation is a top shelf to-do for banks in 2019. But it's not as though the imperative comes with easy-to-follow instructions where "tech gadget a" plugs into "tough problem b." Here to share her smart strategies, we have Kristiane Koontz, executive vice president, director of banking transformation at Zions Bancorporation.

Carl & Friends: A Human Experience Podcast

Aloha! In this episode of the podcast, Carl welcomes James Jackson III, to discuss a topic that seems to be at the forefront of our lives - diversity & Inclusion. We also chat about his impressive work with Utah's Black Chamber, The Inclusion Project, Zions Bancorporation & J3 Motivation.

BAI Banking Strategies
12.08: Digital transformation that triumphs

BAI Banking Strategies

Play Episode Listen Later Apr 30, 2019 15:37


Whether it benefits customers and employees on the front end or core systems on the back end, digital transformation is a top shelf to-do for banks in 2019. But it's not as though the imperative comes with easy-to-follow instructions where "tech gadget a" plugs into "tough problem b." Here to share her smart strategies this podcast, we have Kristiane Koontz, executive vice president, director of banking transformation at Zions Bancorporation.

Sales Leadership Podcast
Episode 13: #13: Jacob Heugly of Zions Bancorporation—Teach, Don't Preach. Show, Don't Tell.

Sales Leadership Podcast

Play Episode Listen Later Sep 10, 2018 41:26


Commercial Banking is a complex B2B sales motion. Like any complex sales team, these bankers have turned to process and technology to create better customer experiences and to create measurable value. One of the complexities comes in the sheer number of products these bankers have to offer their clients. Jake Heugly of Zions Bancorporation leads one of the most successful fee income teams in the United States. They are growing at an industry-beating rate and are averaging 15 products per customer…double the industry average…without having product-related goals. In this insightful episode, Jake shares how his team uses process in a unique way to create experiences their customers aren’t used to having and how this not only creates successful customer relationships, the process creates powerful coaching opportunities that inspire and engage the members of his teams.

The Risk Management Association
Celebrating 100 Years of The RMA Journal – Edward P. Schreiber

The Risk Management Association

Play Episode Listen Later Oct 23, 2017 2:08


RMA Vice Chair Edward Schreiber, chief risk officer, Zions Bancorporation, shares his testimonial of The RMA Journal, its impact on his career, and articles that have assisted him in his career.

journal schreiber zions bancorporation
Life Mastery Radio
Check Your Values with Dr. Betty Uribe 03/07/17

Life Mastery Radio

Play Episode Listen Later Mar 7, 2017 33:30


Dr. Betty Uribe is an internationally renowned bilingual and bicultural speaker and author, who is recognized for her expertise in values-based leadership. She currently is the Executive Vice President of California Bank & Trust (CB&T)’s Greater Southern California Division and has P&L responsibility for Commercial, Business and Personal Banking, which also includes its distribution network. California Bank & Trust is a $12 billion organization and a division of Zions Bancorporation, which has over $55 billion in assets. Under Uribe’s leadership, CB&T has been named the “Best Bank in Orange County” by the Orange County Register for three consecutive years.

BAI Banking Strategies
1.03: The future of digital banking

BAI Banking Strategies

Play Episode Listen Later Feb 17, 2017 14:32


How will financial services organizations negotiate new and emerging technologies in a way that creates the best outcomes for customers and employees? On this episode of our BAI Banking Strategies podcast, we talk with Alex Jimenez, a digital banking and payments strategist with Zions Bancorporation, about the impact that high-tech innovations from artificial intelligence to implantables are having on the banking industry.

digital banking alex jimenez zions bancorporation
What's The Word?
Dr. Betty Uribe: Author of Values and International Speaker

What's The Word?

Play Episode Listen Later Jan 6, 2017 55:00


Dr. Betty Uribe is an internationally renowned bilingual and bicultural speaker and author, who is recognized for her expertise in values-based leadership. She currently is the Executive Vice President of California Bank & Trust (CB&T)’s Greater Southern California Division and has P&L responsibility for Commercial, Business and Personal Banking, which also includes its distribution network. California Bank & Trust is a $12 billion organization and a division of Zions Bancorporation, which has over $55 billion in assets. Under Uribe’s leadership, CB&T has been named the “Best Bank in Orange County” by the Orange County Register for three consecutive years. She is the author of #Values “The Secret to Top Level Performance in Business and Life. Website: www.drbettyuribe.com/ Facebook: www.facebook.com/DrBettyUribeValues Instagram: drbettyuribe Twitter: DrBettyUribe  

Leaders24x7 Podcast
The Asset of Human Capital

Leaders24x7 Podcast

Play Episode Listen Later Nov 8, 2016 44:23


In this show Jennifer Smith, Executive Vice President and Chief Technology Officer of Zions Bancorporation, joins us to discuss four important topics:   Developing yourself as a leader. Understanding how diversity and inclusion improves business outcomes. Effective leadership for the modern age. What you will need to succeed in the future.   Jennifer Smith is Executive Vice President and Chief Information Officer of Zions Bancorporation. Smith previously served as director of Enterprise Operations and her responsibilities include executive leadership for the Customer Care Centers, as well as all Deposit, Treasury, and Lending Operations for Zions Bancorporation. Before joining the Enterprise Operations team, Jennifer was Zions Bancorporation’s Director of Internal Audit reporting directly to the audit committee of the board of directors.     Prior to joining Zions in 2006, she held various positions at Wells Fargo & Company from 1995-2006, including Senior Vice President Operations Risk Management and Senior Vice President and Director of Technology and Operations Audit.  She holds an honors B.A. degree and M.S. degree in economics from the University of Utah.  Jennifer has received several business honors, including being named one of the top “40 Business Leaders under 40” by Utah Business magazine in 2010.  In 2011, she was named as a member of 1 of 4 top U.S. banking teams, in American Banker’s “25 Most Powerful Women in Banking” edition and one of the top “30 Business Women to Watch” by Utah Business magazine in 2012.  In 2012, she was named an International Women’s Forum leadership fellow.    Jennifer has a commitment to community service.   She has been an active leader in United Way's collective impact initiatives creating improved community outcomes in education, health, and income.   She is a member of the YWCA of Utah’s Board of Directors and has previously held positions on the United Way's board of directors and as a chair of their Women's Leadership Council. She is an active Big Brothers/Big Sisters of Utah mentor.  In 2011 she received the Women’s Philanthropic Network’s Member of the Year award, and United Way’s Heart and Hands award.  Jennifer, her husband, 17 year old daughter, and 14 year old son live in the mountains of Salt Lake City, Utah.   We welcome Jennifer Smith to Leaders247.

The Leadership Podcast
TLP014: Vision, Values, and Humor at the Top

The Leadership Podcast

Play Episode Listen Later Sep 7, 2016 48:51


Co-hosts Jan Rutherford and Jim Vaselopulos interview Scott Page, Chief Executive Officer of Colorado Business Bank and Arizona Business Bank, on his experiences as a CEO, particularly regarding how the CEO position is distinct from all others. Scott covers the importance of preparation through education, accepting mentorship, and developing awareness and presence in the moment. Scott reveals pitfalls of inadequate leadership, and problems with letting an organization drift in unmanaged directions, as well as lessons learned through personal experience. He discusses the need for teams to hire and promote the right people a structure that provides autonomy, and the importance of performance accountability.  He also discusses the power of humor in strengthening team relationships. Listen in to learn Scott’s tips for transformative leadership in today’s challenged and fast-paced global economy.   Key Takeaways [4:24] We take our business very seriously, but we don’t take ourselves very seriously―I really like people, and I like to have a little bit of fun. [7:29] I’m a huge proponent of teamwork. My senior team members partner up to solve problems and I don’t even have to get involved. [9:59] The biggest surprise when I became CEO was the speed of things coming at me. [12:36] Put the right vertical structure and people in place. [20:57] You have to have this mentality of constant improvement. There’s no room for people who retire on the job. [22:10] You can have a complex organization, but you have to have a very well-defined value proposition and mission. Then you have to message like crazy and support your messaging with the right activities. [24:14] Slow down to speed up. Adapt. To remain independent as a public company, you must provide superior results. [27:25] Mentor people--send them through programs and schools that prepare them to advance and maximize their talents in the organization. [41:19] Accountability has to start at the very top of an organization. Then it can be driven down into the organization.   Books Mentioned or Referenced on the Show The Five Dysfunctions of a Team: A Leadership Fable, by Patrick Lencioni   Bio Scott Page learned the value of humor while growing up in an immigrant family in a disadvantaged area. Scott has more than 30 years of experience in the Colorado banking community. He has served as Chief Executive Officer of Colorado Business Bank and Arizona Business Bank, since early 2014. Scott joined Colorado Business Bank as market president in 2009. He previously served as Executive Vice President and Director of Community Banking for Vectra Bank Colorado, a unit of Zions Bancorporation, for eight years, and as Senior Vice President and Manager of US Banks Large Commercial Banking at Financial Institutions Group. Scott received his Bachelor Degree and MBA from the University of New Mexico and is a graduate of the University of Colorado School of Banking. He is a member of the Executive Committee of the Metro Denver Economic Development Corporation and serves on the executive advisory board of Regis Graduate School of Business.