Shows
Mind MattersThe Journey of Carrie Forbes From Arts Degree to CEOWelcome to another episode of Mind Matters! In today's show, our host Kendall Raessler sits down with the incredible Carrie Forbes, CEO of League Data Limited. Known affectionately as "Miss Technology" within the credit union world, Carrie shares her unique journey from an arts degree holder to a powerful leader in technology and finance. Get ready to dive deep into Carrie's fascinating career path, her self-reflective leadership style, the importance of work-life balance, and the wisdom she's gained along the way. Tune in to learn how Carrie handles the fast-paced world of technology and m...
2024-07-0225 min
Mind MattersOvercoming Obstacles: Chad Elledge's Journey to Executive LeadershipIn this episode, host Kendall Raessler welcomes Chad Elledge, the Executive Vice President and Risk Officer for Texas Heritage National Bank. Chad takes us on a fascinating journey from his early days in East Texas to earning a computer programming degree from Texas A&M, and eventually transitioning into the banking sector in an unconventional path. You'll hear about his career pivot from IT to risk management, the personal challenges he faced, and the invaluable lessons he learned along the way. Chad shares insights on the importance of staying informed, leveraging relationships, and fostering a...
2024-06-2528 min
Mind MattersThe Radical Transparency Approach: Insights from Amplify's CEO Kendall GarrisonIn this episode, we delve into Kendall's remarkable leadership journey, including his unexpected challenges when he took over as CEO just nine weeks before the pandemic hit. Kendall shares how his commitment to radical transparency and fee-free banking has revolutionized Amplify, improved employee engagement, and provided better financial solutions for its members. We also explore his innovative approach to remote work and maintaining a strong company culture. Tune in for invaluable insights on leadership, financial innovation, and navigating unprecedented times. Let's dive in!Timestamps...
2024-06-1826 min
Mind MattersOvercoming Challenges: Steve Afdahl's Journey Transforming Greenbelt and TrustIn this episode, we're joined by a very special guest, Steve Afdahl, a CEO of Greenbelt and Trust with a remarkable journey. we'll explore Steve's unique approach to leadership, the challenges of transitioning from a larger network to a singular focus, and his dedication to promoting equality in the workplace. Steve will also share valuable insights on the financial challenges faced by the bank, the importance of continuous learning, and how he managed to balance professional success with personal sacrifice. Plus, we'll delve into his thoughts on the evolving threats and opportunities in technology a...
2024-06-1130 min
Mind MattersNurturing a Close-Knit Company Culture with Christopher WeaverIn today’s conversation, Chris opens up about inheriting the bank at a young age and evolving his role from marketing director to president. He shares insights into the incredible growth of the bank, from $56 million to nearly $700 million in assets, all thanks to a supportive team and dedicated employees who Chris treats like family.We'll explore how Chris navigates the challenges of modern leadership, the importance of community-focused values, and how technology can either drive us apart or bring us closer together. Chris also reflects on the mentorship of his father and the in...
2024-06-0434 min
Mind MattersMastering the CEO Role: George De La Rosa Shares Transformation Journey at Luminus FinancialIn this episode of Mind Matters, host Kendall Raessler delves into the high-stakes world of CEOs with guest George De La Rosa, CEO of Luminus Financial. George shares his remarkable journey in the credit union industry spanning 30 years, from his early days to becoming one of the youngest CEOs in Canada. Together, they explore the emotional and business challenges faced by new CEOs, the importance of mentorship, scaling strategies, leveraging technology, and maintaining core values while evolving to meet the needs of underserved markets. Join us as we uncover va...
2024-05-2826 min
Mind MattersCEO Insights: PJ Wharton on Leadership and Growth Strategies at Yampa Valley BankIn this episode, we sit down with PJ Wharton, President and CEO of Yampa Valley Bank, who shares his incredible journey from his early days in Pennsylvania to leading a top community bank in Steamboat Springs, Colorado. PJ delves into the importance of community, the value of people in the banking sector, and how he navigated his initial days as CEO, fostering trust and implementing a culture centered on relationships and team success. We'll explore his strategies for balancing work and life, scaling business operations with remote employees, and utilizing technology to meet customer d...
2024-05-2123 min
Mind MattersThe Making of a CEO: Crystal Dionne's Transition from Public to Private SectorIn this episode, we dive into the world of community banking with Crystal Dionne, CEO of Primary Bank. With a dynamic transition from a long career in municipal finance to the high stakes of founding and leading a community bank during a tumultuous economic period, Crystal shares her story. From building the bank from the ground up to navigating through a global pandemic, fostering a workplace culture, and embracing technology to better serve clients, Crystal offers invaluable wisdom for anyone looking to understand the nuances of leadership and entrepreneurship in the banking sector. ...
2024-05-1426 min
Mind MattersFrom the Ground Up: How Tut Fuller Reimagined Banking for the Modern EraToday's guest, Tut Fuller, the innovative CEO and founder of Capra Bank, shares his fascinating journey from an aspiring medical professional to a pioneering businessman. Under Tut's leadership, Capra Bank has flourished, amassing over $300 million in assets by focusing on medium-sized businesses and everyday consumers. Throughout this discussion, Tut reveals the significant risks he took, including investing a huge portion of his personal fortune into developing a bank that truly understands its clients.Our host, Kendall Raessler, dives deep into the strategies that have defined Tut's leadership, emphasizing the importance of becoming an expert...
2024-05-0729 min
Mind MattersThe Human Touch in Technology: Yankie Markowitz's Business PhilosophyJoin us in this episode of Mind Matters as we sit down with Yankie Markowitz, CEO of the SBA Loan Group. Yankie shares his unique journey from his start as a New York Life agent to becoming a major player in syndicating deals and navigating real estate and investment banking. His story is one of resilience and determination, especially during the 2007-2008 financial crisis. Yankie's relentless pursuit of success in the SBA loan landscape is both inspiring and enlightening.We also explore the practical aspects of entrepreneurship, from finding that first desk to establishing...
2024-04-3047 min
Mind MattersCEO Brian Pillmore on Building Trust and Mentorship in LeadershipWelcome to Mind Matters, the podcast that lets you step inside the minds of CEOs and learn the secrets behind their successes and strategies. Today, we're honored to have an exemplary guest with us, a visionary in the financial world, Brian Pillmore, the CEO and founder of Visbanking.Whether you're an aspiring leader or a seasoned executive, Mind Matters is your gateway to understanding the highs and lows of corporate leadership, providing you with the tools to navigate your path with confidence and expertise.Brian shares his unique journey...
2024-04-2333 min
Mind MattersMichael Abernathy on Mentorship, Management, and Making a DifferenceWelcome to another insightful episode of Mind Matters, the podcast that delves deep into the minds behind business innovations and leadership. I'm your host, Kendall Raessler, and today we have a truly captivating guest, Michael Abernathy, the CEO of Buckeye Credit Union, a trailblazer in the financial sector.Michael brings a wealth of knowledge and a heartening narrative of transforming challenges into triumphs. Join us as he opens up about the demanding financial choices he faced, the strategic targeting of underserved groups, and the turning of the tide for a company on the brink...
2024-04-1634 min
Mind MattersNeal Oswald: Mastering the Art of Consultation in High-Stakes FinanceWelcome back to Mind Matters, the podcast that journeys into the minds of impactful CEOs, unveiling the secrets behind their successes and the keys to personal and professional growth. Today, we're thrilled to be joined by Neal Oswald, COO of Wanilah Advisors, a seasoned leader with a fascinating career trajectory, from his start at Ernst and Young to mastering the complex intersection of finance, risk, operations, and technology. Tune in as we explore Neal's strategies for effective consulting, navigating company politics, and aligning team objectives. We'll uncover his approach to leadership, the pivotal role o...
2024-04-0924 min
Mind MattersFrom Part-Time Teller to Credit Union CEO: Ronaldo Hardy's TaleWelcome back to Mind Matters, the podcast where we explore the journeys and insights of influential leaders in business and life. I'm your host, Kendall Raessler, and in today's episode, MM with Ronaldo Hardy, we're diving into the incredible story of Ronaldo Hardy's rise from humble beginnings to becoming a transformational leader in the credit union industry.Ronaldo's journey is one of resilience and determination, beginning with challenging financial circumstances, a period of poor decision-making, and an educational hiatus. Despite dropping out of school, he later returned to academia with a vengeance, securing both...
2024-04-0233 min
Mind MattersNavigating the Tides of Leadership: Insights from CEO Eric Dillon's Journey to SuccessIn this episode, host Kendall Raessler interviews Eric Dillon, the President of General Bank Canada, who shares invaluable experiences and wisdom from his professional journey. Eric discusses his career shift from chemistry to economics, his progression from retail banking to leading small banks, and the impactful lessons he learned as a first-time CEO. Throughout the conversation, Eric emphasizes the importance of mentorship, self-development, and the need to cultivate leaders within the organization. He also sheds light on his approach to work-life balance, strategic scaling, and leveraging technology for efficiency. Join us for a compelling a...
2024-03-2627 min
Mind MattersBuilding a Tech Business: CEO Insights and Strategies for Scaling and Talent AcquisitionIn this episode, host Kendall Raessler sits down with Jeff Tisdale, CEO of Landcor. They dive into a compelling conversation about Jeff's professional journey, the challenges he faced as a new CEO, and the strategies he implemented to scale his organization. Jeff provides invaluable insights on motivating and building culture with the right talent, maintaining work-life balance, and adapting to the rapidly changing CEO landscape. Join us for a riveting discussion filled with practical advice essential for personal growth and leadership journey.Timestamps...
2024-03-1923 min
Mind MattersUnveiling the World of CEOs: Insights and Strategies with Scott Steele, CEO of Citizens Bank WestonIn this episode of Mind Matters, we had the pleasure of hosting Scott Steele, CEO of Citizens Bank Weston. With an extensive background in community banking and experience navigating through acquisitions, Scott shares valuable insights into leadership, change management, and the dynamics of scaling a community bank. From his West Virginia roots to his career milestones, Scott's journey offers practical wisdom and perspectives on leading effectively in the ever-evolving banking world. Tune in to discover how Scott navigates the challenges of change, motivates his team, and maintains a balance between work and personal life. ...
2024-03-1227 min
Mind MattersUnveiling CEO Strategies: Insights and Advice for Personal Growth and Leadership with Jim DonnellyIn this episode, our host Kendall Raessler engages in an insightful conversation with Jim Donnelly, CEO of Wayne Bank. Jim shares his diverse professional journey, from serving in the state legislature to transitioning into a career in banking. He discusses his approach to leadership, listening to employees, balancing the needs of the team and the board of directors, work-life balance challenges, and scaling a business. Through his experiences, he provides invaluable advice for new and seasoned CEOs alike.This conversation is going to be full of inspiration and tips, s...
2024-03-0527 min
Mind MattersLeslie Smith: Leading a Female-Owned Mortgage Brokerage into the FutureIn today's episode, we're super excited to sit down and talk with Leslie Smith, who together with her partner runs Smith Brody Associates. This company isn't just any company; it's a mortgage broker business in Indiana that's owned by women, which is pretty cool. Leslie's going to share some really important lessons and stories from her long career of 16 years. She's been at the top as a CEO, and she's going to tell us all about what it's like to be in charge, the tough times she's gone through, especially when the economy took a nosedive back in 2008, and...
2024-02-2724 min
Mind MattersRonnie Stephens on the Golden Rule of Leadership in the CEO Hot SeatIn today's episode, the remarkable Ronnie Stephens, CEO of Wymar Federal Credit Union, shares his wealth of knowledge and expertise. Ronnie has a ton of experience and knows a lot about the finance world. He's going to tell us all about how he ended up working in finance by chance, the big moments that made him the leader he is today, and the clever ways he's growing his company. We're diving deep into Ronnie's tips and how he uses the simple idea of treating others how you want to be treated to lead his team.This episode...
2024-02-2221 min
Mind MattersIntroducing... Mind MattersStep into 'Mind Matters,' where we reveal the high-stakes world of CEOs, from their first-day jitters to game-changing strategies, and equip you with invaluable insights and practical advice essential for your personal growth and leadership journey.And now, Mind Matters... let's step in!
2023-12-2000 min