Shows
I've Been Meaning To Do ThatEssential legal and financial planning for long-term careYou want to enjoy your later years by spending time with friends and family, discovering new interests, and enjoying your surroundings. Thorough longevity planning now helps make all that possible. To help you get started, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks, regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist back to our podcast, I’ve Been Meaning To Do That. Together they outline the critical steps you need to follow to give your own longevity plan the best chance of success.They discuss:...2025-07-0830 minI've Been Meaning To Do ThatNavigating long-term care conversations with compassionYour loved ones want your later years to be healthy and comfortable, but they need you to tell them how they can best support you. That’s not necessarily an easy conversation to have, but you shouldn’t put it off.On this episode of the I’ve Been Meaning To Do That podcast from Truist Wealth, host and Co-Chief Investment Officer Oscarlyn Elder talks with Jacqueline Parks, Truist’s regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist, about how to get that important discussion started, and also make it effectiv...2025-06-1033 minI've Been Meaning To Do ThatRaising independent heirs: Balancing wealth and self-relianceParents want what’s best for their children, and they also want to support each child’s growth into a successful, independent adult. For families with significant wealth, those two goals might come into conflict if the desire and ability to provide leads to a sense of entitlement or dependency in the younger generation. In the latest edition of our podcast, I’ve Been Meaning To Do That, Truist Wealth Co-Chief Investment Officer and host Oscarlyn Elder welcomes Drew Egan, managing director of family education at the Truist Center for Family Legacy, to talk about strategies for instil...2025-05-1329 min
Golf Betting System PodcastTruist Championship + Turkish Airlines Open 2025 - Golf Betting System PodcastEpisode 351 - Steve Bamford @Bamfordgolf, and Paul Williams @GolfBetting discuss their selections for this week's Truist Championship on the PGA Tour and the Turkish Airlines Open on the DP World Tour.
Listeners should visit Golf Betting System for the best golf betting tips coverage.
For PGA Championship research, read Steve's pga championship tips guide.
Intro: 00:30; Aaron Bender in the USA Listener Review: 01:57; Top 3 Players in the World Playing their Best Stuff : 03:09; Truist Championship Start: 10:49; Turkish Airlines Open Start: 37:45; ONEflight Myrtle Beach Classic Start: 53:37.
Steve's Truist Championship Betting Preview: truist championship tips
...2025-05-0659 min
Golf Betting System PodcastTruist Championship + Turkish Airlines Open 2025 - Golf Betting System PodcastEpisode 351 - Steve Bamford @Bamfordgolf, and Paul Williams @GolfBetting discuss their selections for this week's Truist Championship on the PGA Tour and the Turkish Airlines Open on the DP World Tour. Listeners should visit Golf Betting System for the best golf betting tips coverage. For PGA Championship research, read Steve's pga championship tips guide. Intro: 00:30; Aaron Bender in the USA Listener Review: 01:57; Top 3 Players in the World Playing their Best Stuff : 03:09; Truist Championship Start: 10:49; Turkish Airlines Open Start: 37:45; ONEflight Myrtle Beach Classic Start: 53:37. Steve's Truist Championship Betting Preview: truist championship tips Paul's Turish Airlines Open Betting Preview: turkish airlines open tips W...2025-05-0659 min
Golf Betting System PodcastTruist Championship + Turkish Airlines Open 2025 - Golf Betting System PodcastEpisode 351 - Steve Bamford @Bamfordgolf, and Paul Williams @GolfBetting discuss their selections for this week's Truist Championship on the PGA Tour and the Turkish Airlines Open on the DP World Tour.
Listeners should visit Golf Betting System for the best golf betting tips coverage.
For PGA Championship research, read Steve's pga championship tips guide.
Intro: 00:30; Aaron Bender in the USA Listener Review: 01:57; Top 3 Players in the World Playing their Best Stuff : 03:09; Truist Championship Start: 10:49; Turkish Airlines Open Start: 37:45; ONEflight Myrtle Beach Classic Start: 53:37.
Steve's Truist Championship Betting Preview: truist championship tips
...2025-05-0659 min
Golf Betting System's PodcastTruist Championship + Turkish Airlines Open 2025 - Golf Betting System PodcastEpisode 351 - Steve Bamford @Bamfordgolf, and Paul Williams @GolfBetting discuss their selections for this week's Truist Championship on the PGA Tour and the Turkish Airlines Open on the DP World Tour.Listeners should visit Golf Betting System for the best golf betting tips coverage.For PGA Championship research, read Steve's pga championship tips guide.Intro: 00:30; Aaron Bender in the USA Listener Review: 01:57; Top 3 Players in the World Playing their Best Stuff : 03:09; Truist Championship Start: 10:49; Turkish Airlines Open Start: 37:45; ONEflight Myrtle Beach Classic Start: 53:37.Steve's Truist Championship Betting Preview: truist championship tips2025-05-0659 minI've Been Meaning To Do ThatStaying grounded: The Truist Wealth Investment PhilosophyBig market swings can unnerve even the most seasoned investors. But that’s when the grounding that comes from an established investment philosophy is most valuable. In the latest episode of our podcast, I’ve Been Meaning To Do That, Truist Wealth Chief Market Strategist and Co-Chief Investment Officer Keith Lerner joins host and Co-Chief Investment Officer Oscarlyn Elder to discuss the investment philosophy that provides the foundation for the guidance Truist Wealth offers our clients. If you’ve ever wondered how you can keep your cool in even the most turbulent markets, this episode is for you. L...2025-04-2335 min
Me, Myself, and AIOvercoming AI Hallucinations: Truist’s Chandra KapireddyIn today’s episode, Chandra Kapireddy, head of generative AI, machine learning, and analytics at Truist, delves into the evolving landscape of AI with a particular focus on how GenAI tools reshape the way Truist and similar organizations must navigate model risk management and regulations. GenAI is more versatile than traditional AI, he notes, yet its flexibility introduces new challenges around ensuring model reliability, validating outputs, and making sure that AI-driven decisions don’t lead to unfair or opaque outcomes.Chandra’s responsible AI approach at Truist is focused on risk mitigation while emphasizing the importance of human...2025-04-1533 minI've Been Meaning To Do ThatNavigating Longevity with Smart Financial SolutionsYou’ve worked a lifetime to build your savings and invest strategically. In your later years, you want Living into your 80s, 90s, or even to 100 can be a wish granted when we have the lifestyle and resources we hope to have. But financially, longevity takes deliberate care and planning to manage. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Truist Wealth Managing Director of Brokerage Products Alex Null about longevity risk and your portfolio. They discussed potential strategies for an investor’s later years that can limit the range...2025-04-0840 min
The CMO PodcastScott Goodson (StrawberryFrog) & Sherry Graziano (Truist) | Teamwork Builds Great PartnershipsSpring is time for rebirth and renewal…and today’s episode is about a relationship between a client and an agency that embodies continual rebirth and renewal. Jim's guests this week are Sherry Graziano, the EVP, Head of Digital, Client Experience & Marketing at Truist Bank, and Scott Goodson, the CEO and Founder of ad agency StrawberryFrog. Sherry and Scott are longtime partners at Truist, a top 10 US bank headquartered in Charlotte, NC. Truist has a purpose to inspire and build better lives and communities–and they mean that, as you will hear through Sherry and Scott’s stories.Sherry...2025-03-2651 min
Purpose 360 with Carol ConeRapid Response When Disaster Strikes with Truist FoundationIn 2020, the newly founded Truist Foundation was defining its philanthropic priorities when the COVID-19 pandemic changed everything. The Foundation quickly pivoted to provide rapid response support, setting up an open grant application portal and deploying an initial $25 million—which later doubled to $50 million—to provide critical relief to communities hit the hardest. This approach not only solidified Truist Foundation’s commitment to community care but also laid the groundwork for how it would address future crises with urgency, empathy, and impact.This strategy became crucial when Hurricane Helene hit Western North Carolina in 2024, leaving 250,000 homes impacted across 39 counti...2025-03-2527 minI've Been Meaning To Do ThatJamil Zaki on the Empathy DividendEmpathy isn’t just about “being nice.” It’s about connecting with other people in a way that not only increases understanding but also demonstrates strength and improves outcomes. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Stanford University Professor of Psychology Jamil Zaki about his research into the science of empathy, cynicism, and “hopeful skepticism,” and the role they play in our lives and relationships.They discuss:• The genesis of Zaki’s interest in empathy research• The differences between empathy, hope, and other commonly misun...2025-03-1143 min
The Bank TellersKelly Buchanan, Divisional CIO & EVP, Enterprise Payments & Wholesale Technology at TruistHow do you lead digital transformation at a top-10 U.S. bank while keeping innovation at the forefront? In this episode of The Bank Tellers, we sit down with Kelly Buchanan, EVP & Divisional CIO of Enterprise Payments & Wholesale Technology at Truist, to discuss her journey from MasterCard to banking, how Truist is redefining innovation in wholesale banking, and why operational efficiency is just as critical as cutting-edge technology. Plus, don't miss Kelly's unfiltered takes on why fun in the workplace is a non-negotiable, why drinking soda is a major no-no, and the art of balancing work and family life. 2025-03-0622 minI've Been Meaning To Do ThatEpisode 26: Inspiring Philanthropy That Impacts CommunitiesChief executives are often the agenda-setters for their company’s philanthropic efforts. They can learn a lot from each other about how to best pursue their goals. In Episode 26 of the I’ve Been Meaning To Do That podcast, host Oscarlyn Elder talks with Ed Satell, founder of The Satell Institute, and his leadership team about the model that CEO membership organization uses to promote effective philanthropy.They discuss:• Ed Satell’s lifetime of entrepreneurship • Reasons to support corporate social responsibility• The importance of CEO-level collaboration• Why long-term giving is critical2025-02-1133 minI've Been Meaning To Do ThatEpisode 25: Building culture within a familyDoes your family have a mission statement? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to David Herritt, head of the Truist Wealth Center for Family Legacy about the importance of establishing shared values and beliefs to help build family culture. They discuss (time stamps are approximate):• Creating a family mission statement (02:53)• Passing the mission statement on to the next generation (5:01)• Importance of teaching financial literacy (8:12)• Ways to begin implementing family culture (11:18)• Understanding family conflict (13:43)• Resolving family conflict (15:01)• Closing thoughts...2025-01-1422 minI've Been Meaning To Do ThatBonus Episode: What we learned in 2024 that we’ll apply in 2025Take the lessons we learned in 2024 with you into 2025. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder listens back to some of the guests she welcomed in 2024 for actionable advice for the year ahead. The discuss (time stamps are approximate): Market volatility (0:53) Habit formation (2:59) Procrastination/Revocable trusts (4:21) Expecting the unexpected/The Lee Co. (6:23) Closing thoughts from Oscarlyn (8:01) Listen to the full episodes featuring the guests gathered in this lessons learned special: The role of investments in your financial plan ...2025-01-0709 minI've Been Meaning To Do ThatEpisode 24: Involving and preparing the next generation to continue family wealthLeave more than your legacy. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Emily Hanselman of the Center for Family Legacy at Truist Wealth about how you can start involving and preparing the next generation to continue family wealth. They discuss (time stamps are approximate):• The framework to sustaining wealth (03:05)• Six core areas of wealth literacy (5:45)• Defining individual success for children (9:21)• Talking to your kids about investing and saving (12:03)• Embracing the power of failure (16:02)• Closing thoughts from Oscarlyn (18:47)Learn more a...2024-12-1022 min
KSBM Radio: The Voice of TownviewBehind the Vault: Truist Execs Share Career Insights and Financial Wisdom with StudentsWe chatted with Top Truist Bank executives and shared their incredible journeys in this must-watch video, from military service and high school magnet programs to leading the banking industry. Gain practical advice on financial literacy, career growth, and leadership skills that can propel your future.
What You’ll Learn:
✔️ How mentorship and community engagement can shape your career
✔️ Financial planning tips for personal and professional success
✔️ Strategies for introverts to thrive in client-facing roles
✔️ Lessons on work ethic, adaptability, and perseverance
Featuring:
👉 #DarrellJohnson, Southern Dallas Market President and Senior Vice-President
👉 #BrianGolden, Senior Vice-President at Truist Bank and an Underwriter/Portfolio Manager
👉 #Kei...2024-12-091h 03
KSBM Radio: The Voice of TownviewBehind the Vault: Truist Execs Share Career Insights and Financial Wisdom with StudentsWe chatted with Top Truist Bank executives and shared their incredible journeys in this must-watch video, from military service and high school magnet programs to leading the banking industry. Gain practical advice on financial literacy, career growth, and leadership skills that can propel your future. What You’ll Learn: ✔️ How mentorship and community engagement can shape your career ✔️ Financial planning tips for personal and professional success ✔️ Strategies for introverts to thrive in client-facing roles ✔️ Lessons on work ethic, adaptability, and perseverance Featuring: 👉 #DarrellJohnson, Southern Dallas Market President and Senior Vice-President 👉 #BrianGolden, Senior Vice-President at Truist Bank and an Underwriter/Portfolio Manager 👉 #KeishaAllen...2024-12-091h 03
CEO Sales Huddle with Che BrownFrom BB&T and SunTrust to Truist - Lessons in Sales Strategy for CEOs | CEO Sales Huddle with Che Brown
Imagine running two big banks with long histories, each with its own way of doing things. Now, imagine merging them into one new, even bigger bank. That’s exactly what happened when SunTrust and BB&T, two banks with a combined 275 years of history, decided to join forces. They became Truist, a name that didn’t exist before but now represents one of America’s largest banks.
Merging two banks wasn’t easy. They had to start from scratch and create a new name that wouldn’t carry any old baggage. Truist CEO Kelly King said, We g...2024-11-2916 min
Ultra High Net Worth Clients with Chris Brodhead#74 Insights from a Billion-Dollar Advisor w/ Trey Smith, Senior MD & Financial Advisor, TruistDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®, is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching, and uncovering blind spots for clients.
In this episode, Chris and Trey discuss:
1. Succession Planning
2. Building a Legacy2024-11-1446 minI've Been Meaning To Do ThatEpisode 23: Sustaining wealth for future generationsYour estate plan needs to be as individual as you. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder sits down with Trista Shigley, Fiduciary Division Director of Truist Trust and Estate Planning Group, to discuss how estate planning done right not only grants future generations with a legacy, but also reflects who your family is. They discuss (time stamps are approximate): Defining your values and your wealth transfer goals (02:21) Basic estate planning documents (6:18) Different parties involved in a trust (13:14) Tackling uncomfortable conversations (16:14) Estate ta...2024-11-1232 minI've Been Meaning To Do ThatEpisode 22: A personal story of unexpected successMarietta Lee, CEO of The Lee Company, says if you looked at all the cousins and siblings in her generation of the family, she’d be the last person expected to join this precision hydraulics company, much less step into the top executive role. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Lee about her unexpected path from broadcast journalism to engineering graduate school, the unwavering directives her father gave her, and the ways she’s preparing for the future with the next generation. It’s an intriguing conversation you won’t hear any...2024-10-0831 minI've Been Meaning To Do ThatEpisode 21: Preparing the next generation for leadershipReady to keep your family business’s momentum going into the next generation? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Jeremy Spidell of the Truist Leadership Institute about how you can help younger family members grow into confident leaders as part of your succession planning. They discuss (time stamps are approximate):• The difference between understanding and leading a business (04:06)• Building leadership capacity (07:30)• Cultivating self-awareness (10:39)• Why leaders need emotional intelligence (19:08)• Overcoming imposter syndrome (22:22)• The importance of purpose (28:39) • Jeremy’s commitmen...2024-09-1034 minI've Been Meaning To Do ThatEpisode 20: Developing the family enterpriseThe Center for Family Legacy’s David Herritt, who was previously on the podcast to talk about navigating business transitions, rejoins host Oscarlyn Elder to share tips on bringing your family members into the family business. In this second part of our series on running a family business, they discuss (time stamps are approximate):• Introducing young family members to the business (03:14)• Effective communication within families (07:17)• Why you need a family employment policy (11:27)• Defining the “business of family” (16:35)• Roles for family members outside of the business (20:58)• What David’s been meaning to do...2024-08-1331 minI've Been Meaning To Do ThatEpisode 19: Define success for your family businessWhat does a successful family business look like? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Russell Sanders of the Business Transition Advisory Group at Truist Wealth about how a family business can achieve goals that may benefit the family financially and personally. They discuss (time stamps are approximate):• What the Business Transition Advisory Group does (1:49)• The characteristics of a family business (4:13)• How to bring your family’s values to your business (9:13)• Setting goals for your family (11:36)• Establishing a decision-making process (18:47)• How to...2024-07-0929 min
Real Estate JunkiesEp. 13 - Home Loans with Truist BankAshley Smith is a loan officer with over 22 years of experience. She has worked with many different banks. She is currently with Truist Bank. She is very passionate about helping buyers and sellers with their home financing needs. Truist has a $7,500 Grant. While geared towards 1st time home buyers, there is no requirement that a buyer be a 1st time home buyer. They must be eligible for HomeReady or HomePossible – loan grant programs through Freddie Mac and Fannie Mae. These programs are driven by income limits. Buyers cannot make more than a certain amount of income to qualify...2024-07-0521 min
Bourbon Lens282: How to Build a Whiskey Empire with Truist FinancialJake sits down with Joseph Goode and Cody Matthews of Truist Financial to discuss the ways you can go about building your own liquid empire. There are many strategies that Truist deploys when helping a customer realize their dream of opening a distillery, creating a whiskey company, and procuring barrels. Sit back, grab a pen and paper, and pour up some bourbon and listen to the latest episode of the Bourbon Lens Podcast. Stream this episode on your favorite podcast app and be sure to drop us a review while you’re there. We are tha...2024-06-1047 minI've Been Meaning To Do ThatEncore: Episode 17: Prepare your teens for their financial futureAs your teens make the transition to the adult world, give them a sound foundation of financial literacy. In this episode of “I’ve Been Meaning To Do That,” Truist Wealth’s Emily Haenselman and Karen Kahn chat with Oscarlyn Elder about how to talk to your teens regarding spending, saving, and making a college choice—and legal steps you should take as they reach 18. 2024-05-1449 min
Do One Better with Alberto Lidji in Philanthropy, Sustainability and Social EntrepreneurshipLynette Bell, President of the Truist Foundation, on strengthening small businesses, developing career pathways for economic mobility and why philanthropy is fueling the marketplace of ideasThe President of the Truist Foundation, Lynette Bell, joins Alberto Lidji to discuss strengthening small businesses, developing career pathways for economic mobility, and why philanthropy is fueling the marketplace of ideas.
Find out how the Truist Foundation is co-creating programs, building the body of evidence, and how they are convening national non-profits in the US and also bringing the public sector and the corporate space into the field to drive forward positive systemic change.
The Trusit Foundation is the philanthropic arm of Truist Financial Corporation – the 6th largest bank in the USA and a purpose-driven fin...2024-04-2930 minI've Been Meaning To Do ThatEpisode 16: How to form good habitsRevitalize your New Year’s resolutions with renewed focus. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Dr. Wendy Wood about the science of habits. The author of “Good Habits, Bad Habits: The Science of Making Positive Changes That Stick” shares how habits form, why bad ones are so hard to break, and tips on developing good financial behaviors. They discuss (time stamps are approximate): • Why habits are important (1:58)• The difference between resolutions and individual decisions (4:17)• How habits form (7:21)• Reframing to establish good financial behavi...2024-04-0939 minI've Been Meaning To Do ThatEpisode 15: How purpose can drive your impactLiving your purpose can take many routes. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Truist Wealth’s Colleen Silver and Bill Lyons about how people are making a difference through their investment choices, charitable activities, and businesses. They discuss (time stamps are approximate): • Introducing Colleen and Bill (1:50)• How to explore your values (3:50)• Techniques for sustainable investing (7:10)• Connecting purpose to philanthropy (12:40)• Families and community impact (15:30)• Engaging younger generations (21:50)• Starting the conversation about sustainable investing (23:30)• The four elements of eff...2024-03-1244 minI've Been Meaning To Do ThatEpisode 14: The role of investments in your financial planIf you want to learn more about how stocks, bonds, and other investments work together to help you achieve your long-term financial goals, listen to this episode of I’ve Been Meaning To Do That. Host Oscarlyn Elder talks to Truist Wealth’s Trey Smith and Niles Greene about the basics of building a portfolio. They discuss (time stamps are approximate): • Introducing Trey and Niles (1:20)• Saving vs. investing (3:10)• Volatility and the long-term trend of stock prices (6:50)• How to assess and manage investment risks (13:20)• Striking a balance between risk and reward (18:55...2024-02-1343 minI've Been Meaning To Do ThatI’ve Been Meaning To Do That: Best of 2023Take action on what you’ve been meaning to do with the help of this Truist Wealth podcast. In this Best of 2023 episode, host Oscarlyn Elder talks to thought leaders at Truist and elsewhere about the journey of exploring your purpose, living out your values and aspirations in your financial plan and wealth objectives, and planning for unexpected events. They discuss (time stamps are approximate): • Actions you can take to understand your purpose (1:40)• How to keep it simple when exploring your purpose (5:00)• Why it’s important to prioritize wealth objectives (6:35)• The impact of re...2024-01-2339 minI've Been Meaning To Do ThatEpisode 13: Budgets are for everyoneIf you’ve had trouble staying within your budget—or even developing one—this episode of I’ve Been Meaning To Do That can help. Host Oscarlyn Elder talks to Perry Wright of Duke University’s Center for Advanced Hindsight about creating budgets that are more effective, tips for staying on track with your spending, and how budgets can reflect your values. They discuss (time stamps are approximate): • Introducing Perry Wright (0:50)• The role of budgets (6:30)• Budgets provide visibility to spending (9:25)• How budgets are often too optimistic (18:15)• Create buckets for spending—but not too...2024-01-0950 minI've Been Meaning To Do ThatEpisode 12: Setting goals—what are you still meaning to do?Dr. Ayelet Fishbach has the practice of setting and achieving goals down to a science. In this episode of “I’ve Been Meaning To Do That,” host Oscarlyn Elder and Ayelet, a professor of behavioral science and marketing at the University of Chicago’s Booth School of Business, talk about how to develop, prioritize, and stay on track with your goals. They discuss (time stamps are approximate): • Introduction of Ayelet Fishbach (0:40)• Developing meaningful goals (3:20)• Intrinsic motivation and targets for goals (6:20)• Keep the middles short (12:30)• Organizing and aligning goals (17:50)• The need to pu...2023-12-121h 02I've Been Meaning To Do ThatEpisode 11: Life happens—make sure you’re protectedEvery financial plan has risks. Some are easy to spot, while others—such as mistitled assets—take more work to uncover. But it’s important to identify all your plan’s risks because they’re all related: A risk in your estate plan, for example, might affect your investments. In this episode of our podcast “I’ve Been Meaning To Do That,” the latest in our “Life Happens” series, host Oscarlyn Elder talks to Truist Wealth’s Christin Kennedy and Bart Pyle about how to identify and manage the risks in your financial plan. They discuss (time stamps are approximate): •...2023-11-1436 minI've Been Meaning To Do ThatEpisode 10: Start your year-end planningGet the most out of your assets with the help of thoughtful year-end planning. Host Oscarlyn Elder talks to Mike Frost, an advice and planning strategist for Truist Wealth, about common year-end decisions for charitable giving, investment planning, and wealth transfer. Tim Houlihan, Truist’s chief behavioral scientist, also joins Oscarlyn to discuss how to get going and follow through on year-end financial planning. They discuss (time stamps are approximate): • Introduction of Mike Frost (1:54)• Year-end planning considerations for charitable giving (4:45)• Benefits of donor-advised funds (8:11)• Tax-loss harvesting: how it helps, what to watch out...2023-10-1047 min
DataFramed#155 Building Diverse Data Teams with Tracy Daniels, Chief Data Officer at TruistIn data science, the push for unbiased machine learning models is evident. So much effort is made into ensuring the products we create are done thoughtfully and correctly, but are we investing the same effort in ensuring our teams, the very architects of these models, are diverse and inclusive? Bias in data can lead to skewed results, and similarly, a lack of diversity in teams can result in narrow perspectives. As we prioritize building diversity and inclusion into our data, it's equally crucial to embed these principles within our teams. So, who is best equipped to guide us in...2023-09-1849 minI've Been Meaning To Do ThatEpisode 9: Life happens—navigate pivotal moments for your business and familyIn this episode of the podcast’s “Life happens” series, host Oscarlyn Elder talks to Truist Wealth’s Lee McCrary (Strategic Client Group) and David Herritt (Center for Family Legacy) about why it’s important for business owners to prepare themselves and their family for a transition. They discuss (time stamps are approximate): • Introducing Lee and David (1:44)• Defining pivotal moments (3:23)• The personal aspects of a major event (5:35)• The framework for a transition (9:52)• Preparing your family’s human capital (14:28)• First steps for business owners (28:03)• Understanding your values before the transiti...2023-09-1241 minI've Been Meaning To Do ThatEpisode 8: Life happens: Plan for the unexpectedLife is full of surprises. Are you and your financial plan ready for them? In this first episode of the podcast’s “Life Happens” series, Truist Wealth’s Robin Thomas and Jacqueline Parks join host Oscarlyn Elder for an overview of common out-of-the-blue situations and some first steps you can take to prepare for them. They discuss (time stamps are approximate): • Introducing Robin and Jacqueline (1:31)• The most common unexpected events (3:10)• Your biggest priorities for planning (7:44)• How to uncover your main risks (12:02)• Common protections against the unexpected (17:59)• Why some people are relu...2023-08-0841 minI've Been Meaning To Do ThatEpisode 7: Prepare your teens for their financial futureHelp your high schoolers develop the financial skills they’ll need as adults. This episode of “I’ve Been Meaning To Do That” provides tips on how to discuss spending, saving, and making a college decision with your teens. Host Oscarlyn Elder and Truist Wealth’s Emily Haenselman and Karen Kahn also talk about important actions to take before dropping off your kids on campus. They discuss (time stamps are approximate): • Introducing Emily and Karen (1:25)• Key financial concepts for high schoolers (4:24)• The power of saving (5:55)• A spending plan for your teen (7:52)• Tie spendin...2023-07-1148 minI've Been Meaning To Do ThatEpisode 6: Create—and nurture—your financial planCreate your financial plan, then keep the conversation going: That’s the message of this episode of “I’ve Been Meaning To Do That.” You might know your purpose and what you want to do with your wealth, but you need a plan—a how-to guide—to accomplish your wealth objectives. And that’s just the start. Ongoing discussions with your advisor can keep your financial plan thriving. Truist Wealth’s Kristin Beard and Craig Cascio and host Oscarlyn Elder discuss a step-by-step process for building a road map to your future. They discuss (time stamps are approximate):• Introducing...2023-06-1339 min
The Alldus Podcast - AI in ActionE450 Bjorn Austraat, Senior Vice President and Head of AI Acceleration at TruistToday's guest is Bjorn Austraat, Senior Vice President and Head of AI Acceleration at Truist. Bjorn is responsible for leading their new AI & Analytics Accelerator (A3) to fuel innovation and accelerate scalable solution deployment across the enterprise. The Accelerator delivers AI thought, policy and platform leadership, as well as end-to-end model development and Agile AI methodologies to support and empower teammates across Truist to grow ideas from early stage to MVP to fully deployed solutions.
Bjorn brings more than two decades of diverse experience in taking complex business problems and finding pragmatic, profitable solutions to them through A...2023-06-0526 minI've Been Meaning To Do ThatEpisode 5: Transition to a purposeful retirementGet ready to make the move to retirement in this episode of “I’ve Been Meaning To Do That.” Building the investment portfolio necessary to support retirement is just one step—you also need a plan for how you want to live your purpose in this exciting new stage of your life. Truist Wealth co-Chief Investment Officer Oscarlyn Elder talks to Paul Shorter and Tony Bryan from Truist Wealth about how clients can make the transition to a successful, purposeful retirement. They discuss (time stamps are approximate): Introducing Paul and Tony (1:53)Preparing for the day-to-day life of retirement (3:52)Coping w...2023-05-0948 min
Banking on InnovationEpisode 11 Keneth Meyer, Chief Information & Experience Officer at TruistIn this episode of the Banking on Innovation podcast, we welcome in Ken Meyer, Truist Bank’s Chief Information and Experience Officer for Consumer Products. Those twin titles have meaning for Ken, who sees his job as bringing tech “forward” in the bank at Truist, to where it can markedly improve the customer experience. “That mix (of tech and customer experience) has always been something that’s fascinated me,” Ken told us on the podcast. “It’s something that drove my focus: Making sure we can really translate what our technical capabilities are and pull them forward...2023-04-2035 minI've Been Meaning To Do ThatEpisode 4: Hidden biases and what you can do about themOn Episode 4 of “I’ve Been Meaning To Do That,” Oscarlyn talks to Tim Houlihan, enterprise director of behavioral science at Truist, and Daniel Crosby, chief behavioral officer at Orion Advisor Solutions. They discuss (time stamps are approximate): Introducing Tim and Daniel (2:18) What is status quo bias? (8:53) Regret avoidance: the decisions that will affect how we’ll feel in the future (13:40) Streamlining a complex world with availability bias (20:55) Demographic trends and overconfidence (23:45) What’s the most common of these biases? (26:25) How to recognize overconfidence in your actio...2023-04-1150 minI've Been Meaning To Do ThatEpisode 3: From objectives to prioritiesAbout “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspirations and smart financial planning, along with steps you can take to focus on what matters most to you. On Episode 3 of “I’ve Bee...2023-03-1439 minI've Been Meaning To Do ThatEpisode 2: How to explore your purposeAbout “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspirations and smart financial planning, along with steps you can take to focus on what matters most to you. In this epis...2023-02-1438 minI've Been Meaning To Do ThatEpisode 1: What purpose can do for youAbout “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspirations and smart financial planning, along with steps you can take to focus on what matters most to you. In this epis...2023-01-1133 min
IPA Payments PodTruist Plays the Long Game With Its Fintech AcquisitionBuild, buy, or partner are the three paths to innovation for most banks, and Truist is planning to use a combination of all three to take it into the future. The bank had been looking at a partnership with the fintech Long Game, which created an app that uses mobile games to help people save money while learning about personal finance. That conversation grew into an acquisition that has increased Truist’s ability to build new financial services. In this episode, Lindsay Holden, the founder of Long Game, and Christina Russ, the head of strategi invest...2022-10-2722 minIPA Payments PodTruist Plays the Long Game With Its Fintech AcquisitionBuild, buy, or partner are the three paths to innovation for most banks, and Truist is planning to use a combination of all three to take it into the future. The bank had been looking at a partnership with the fintech Long Game, which created an app that uses mobile games to help people save money while learning about personal finance. That conversation grew into an acquisition that has increased Truist’s ability to build new financial services. In this episode, Lindsay Holden, the founder of Long Game, and Christina Russ, the head of strategi invest...2022-10-2722 min
SeventySix Capital Sports Leadership Show127) Truist Securities Managing Director Barry Jonas - SeventySix Capital Sports Leadership ShowThis week, Wayne Kimmel’s guest on the SeventySix Capital Sports Leadership Show was Barry Jonas, Managing Director and Senior Gaming Equity Analyst at Truist Securities.
Truist Securities is an investment banking platform that includes strategic advisory, M&A and capital markets capabilities for corporate and institutional clients.
Jonas follows companies in the sports and gaming industries, and is focused on US-listed gaming companies, which include digital and land-based operators, B2B technology suppliers, affiliates, and gaming REITs.
Prior to joining Truist, Jonas worked at IGT and later served as Vice President at Wells...2022-10-1334 min
Marketing Today with Alan Hart314: Technology, Touch, and Trust with Truist’s Vinoo VijayVinoo Vijay, now CMO of Truist Financial, is back on the show to discuss purpose-driven strategic marketing. During his first episode with us, Vinoo shared his story about coming to the US at age seventeen, eventually leading him to be the CMO at H&R Block, Ally, and now Truist.In this episode, Alan and Vinoo discuss how his team carefully balances technology with touch to create a client experience unlike any other in the banking space. Vinoo shares about developing and positioning the Truist brand, how his team reinforces purpose on a daily basis, and his...2022-06-0137 min
Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsuranceILS disruption has robust insurance impacts - Truist - Artemis ILS NYC 2022 interviewFor this one of our sponsor showcase video interviews, for the upcoming Artemis ILS NYC 2022 conference (held April 22nd in New York City), we welcomed speakers from one of our Associate sponsors for the conference, global banking and broking company Truist.
As ever, we’re looking at the development of the insurance-linked securities (ILS) market with one eye to the future, as is the way with Artemis’ ILS events. You can register for the event online here: https://www.artemis.bm/ils-nyc-2022/
Joining us for this conversation were Matt Gelber, Head of Insurance Investment Banking, and Andy...2022-03-1617 min
The BuzzHow cloud helped manage a modern merger at TruistTruist Financial was formed through the 2019 merger of BB&T and SunTrust — the largest bank merger in the past 20 years — and is the first substantial merger with a full digital component.The Charlotte, N.C.-based Truist faced the added challenge of merging just before the pandemic started, Ken Meyer, Truist’s chief information officer of consumer technology, says in this episode of “The Buzz” podcast.“We were officially three or four months old when everybody went home,” Meyer tells Bank Automation News. “We were just getting to know each other and getting started on this journey, an...2022-02-0820 min
Leadership AmplitudeEvent Giveaway: Rules of Engagement: Strategies to Enhance engagement during turbulent timesAre you ready to attend a free live virtual event with one of your favorite podcast guests? Join Executive Consultant Jeremy Spidell of Truist Leadership Institute for "Rules of Engagement: Strategies to enhance engagement during turbulent times. To learn more or to register, email Anna Slaydon at LeadershipInstitute@truist.com. 2021-08-1600 minLeadership AmplitudePart 3 - Life, Leadership, and Happiness with Kelly KingHow do leaders of large organizations leverage beliefs to lead - even when they can’t interact with all of their employees every day? In part 3 of our interview with Kelly King, Chairman and CEO of Truist Financial, Kelly shares his strategy for impacting his over 55,000 employees. 2021-08-1333 minLeadership AmplitudePart 2 - Life, Leadership, and Happiness with Kelly KingKelly King, Chairman and CEO of Truist Financial, shares with host Anna Slaydon, the power of beliefs and how it impacts employee motivation. 2021-08-0627 minLeadership AmplitudePart 1 - Life, Leadership and Happiness with Kelly KingKelly King, Chairman and CEO of Truist Financial, talks about his life and what he's learned about leadership and happiness. 2021-07-2931 minLeadership AmplitudeIntroversion Vs. Extroversion: Stereotypes?Are the classifications of "introversion" and "extroversion" just stereotypes? Host Anna Slaydon explores this idea with Dr. Patrick Gallagher and Dr. Amalia Jansel from Truist Leadership Institute.2021-07-2116 minLeadership AmplitudeIntroversion Vs. Extroverison: The Employee AverageCan knowing your employees "average" provide insights to help you make organization wide decisions? Join host Anna Slaydon, as she interviews Dr. Patrick Gallagher and Dr. Amalia Jansel from Truist Leadership Institute.2021-07-1421 minLeadership AmplitudeIntroversion Vs. Extroversion in Returning to WorkWhat is introversion and extroversion? And is it helpful for figuring out the best way to return employees to the workspace? Let’s talk with Dr Patrick Gallagher and Dr. Amalia Jansel from Truist Leadership Institute to learn more…2021-07-1028 minLeadership AmplitudeSelf-Evaluation: Do you know how to be as a leader?How well are you doing in the what to do/how to be continuum? Let’s chat with Dr. Steve Swavely and Jeremy Spidell from Truist Leadership Institute to learn how to self-evaluate our own effectiveness. 2021-06-2418 minLeadership AmplitudeThe Newly Hired Leadership DilemmaSuccess is defined by results, right? And those first 100 days are critical when you are hired to a new leadership role. So why waste precious time with building relationships? We rejoin Dr. Amalia Jansel and Jeremy Spidell from Truist Leadership Institute to learn more. 2021-05-1908 min
Hidden LayersKaren Rogers-Robinson, TruistWhat happens when two of the oldest, most established legacy banks in the country merge their operations? After all, technologically speaking, even the most sophisticated companies often struggle when implementing another business’s tech stack into their organizations. I spoke with Karen Rogers-Robinson, Assistant Vice President and Digital Marketing Automation Platform Specialist for Truist Bank, about how Truist - the result of a merger between SunTrust and BB&T banks - has been able to make that transition, as well as the effect it has had on the new bank’s marketing endeavors.
Over the course of this episode of Hidden...2021-02-1727 minLeadership AmplitudeEducation Special: Leading Change with Michelle BoisclairIn this final episode of the Education Special, guest host Hannah Costello interviews Michelle Boisclair, Executive Director of the Truist Student Leadership Center at Appalachian State University. 2021-01-2809 minLeadership AmplitudeEducation Special: Change, Leadership and EducationIn this special 4-part series, Truist Leadership Institute's philanthropic team takes over the mic to explore change within the educational space. Join guest host Hannah Costello as she interviews Ros Guerrie, Brittany Brown, and Madison Hester. 2021-01-2810 minLeadership AmplitudeLeading Inclusively with CHRO Kim Moore-WrightGuest host Oscar Santos interviews Truist Chief Human Resource Officer Kim Moore-Wright on her perspective as an African American female leader in executive leadership who has led through significant change. Kim shares her insights on how to lead more inclusively. 2020-12-1521 min
Self-Care for HealersSpecial AnnouncementThe BB&T Leadership Institute is now Truist Leadership Institute2020-09-2300 minLeadership AmplitudeA Special AnnouncementThe BB&T Leadership Institute is now Truist Leadership Institute2020-09-2300 min
Self-Care for LeadersA Special AnnouncementThe BB&T Leadership Institute is now Truist Leadership Institute2020-09-2300 minLeadership AmplitudeCrisis Response: Relationships Vs. TaskHow much do relationships matter with you are trying to manage a crisis? Jeremy Spidell from Truist Leadership Institute explains why leaders should be mindful about how they navigate relationships. 2020-05-2029 minSelf-Care for HealersTask VS. Relationship during times of CrisisWith so much going on and so much work to get done, is it OK for us to focus on task completion at the sacrifice of relationships? Jeremy Spidell from Truist Leadership Institute shares the role of Task and Relationship in success.2020-05-0807 minSelf-Care for LeadersHow Saying "I Don't Know" HelpsHow do you provide transparent communication to your teams when you don't know the answers? Eileen Hogan from Truist Leadership Institute shares with us the power of "I don't know". 2020-05-0804 minSelf-Care for HealersHow Saying "I Don't Know" HelpsHow do you provide transparent communication to your teams when you don't know the answers? Eileen Hogan from Truist Leadership Institute shares with us the power of "I don't know". 2020-05-0805 minSelf-Care for LeadersHow to Manage Brain ShortcutsOur brains sort through massive amounts of data and form conclusions. What happens to our brains when there isn't data available? Jenni Marsh helps us understand how biases work and shares insights to gain clarity.2020-05-0805 minSelf-Care for LeadersHow "Thanks" Impacts Your BrainDoes saying "Thanks" really make that big of a difference? Dr. Chris Smith explains the science behind gratitude.2020-05-0803 minSelf-Care for LeadersControlling Nagging WorryWhen you have that nagging negative thought that you can't get rid of, how do you get control of your mind and get into a more positive space? Dr. Sally Woods shares some meaning filled questions to help you cut through the negative thoughts. 2020-05-0704 minSelf-Care for LeadersRedefining Success When It's Not HappeningHave you given much thought to how you define success? What happens with that definition isn't working anymore? Jeremy Spidell helps us understand what success scripts are and what to do when they get in the way. 2020-05-0705 minSelf-Care for HealersLeading with CompassionHow do leaders make sure their leadership style meets their team's needs? Dr. Steve Swavely, Neurospsychologist from Truist Leadership Institute, shares the 3 components of Compassionate Leadership. 2020-05-0203 minSelf-Care for LeadersCreating Your Circle of ControlWith so much uncertainty, how do we recognize and act on what we can control? Dr. Chris Smith shares a simple technique that will enhance your approach. 2020-04-2007 minSelf-Care for LeadersWinning the Battle Against StressWith everything going on in your life, how do you ensure that you are bringing your best self into everything you do? Jenni Marsh of Truist Leadership Institute shares insights to keep you at your best, even when under pressure.2020-04-2005 minSelf-Care for LeadersQuieting Your Negative ThoughtsHow can you use Cognitive Reframing to stay agile during stressful times? Join Anna Slaydon and Jeremy Spidell in this episode to learn more. 2020-04-2005 minSelf-Care for LeadersConquering your FearDr. Steve Swavely announces a new podcast, devoted to leaders facing challenges during COVID-19. Informed by psychology, rooted in research, this podcast will take just a few minutes to provide you with the mental boost you need to power through your day.2020-04-1504 minSelf-Care for HealersControlling Nagging WorryWhen you have that nagging negative thought that you can't get rid of, how do you get control of your mind and get into a more positive space? Dr. Sally Woods shares some meaning filled questions to help you cut through the negative thoughts. 2020-04-1004 minSelf-Care for HealersHow "Thanks" Impacts Your BrainDoes saying "Thanks" really make that big of a difference? Dr. Chris Smith explains the science behind gratitude.2020-04-1004 minSelf-Care for HealersHow to Manage Brain ShortcutsOur brains sort through massive amounts of data and form conclusions. What happens to our brains when there isn't data available? Jenni Marsh helps us understand how biases work and shares insights to gain clarity.2020-04-1004 minSelf-Care for HealersRedefining Success When It's Not HappeningHave you given much thought to how you define success? What happens with that definition isn't working anymore? Jeremy Spidell helps us understand what success scripts are and what to do when they get in the way. 2020-04-1005 minSelf-Care for HealersCreating Your Circle of ControlWith so much uncertainty, how do we recognize and act on what we can control? Dr. Chris Smith shares a simple technique that will enhance your approach. 2020-04-1007 minSelf-Care for HealersWinning the Battle Against StressWith everything going on in your life, how do you ensure that you are bringing your best self into everything you do? Jenni Marsh of Truist Leadership Institute shares insights to keep you at your best, even when under pressure.2020-04-1005 minSelf-Care for HealersQuieting Your Negative ThoughtsHow can you use Cognitive Reframing to stay agile during stressful times? Join Anna Slaydon and Jeremy Spidell in this episode to learn more. 2020-04-0806 minSelf-Care for HealersConquering your FearDr. Steve Swavely announces a new podcast, devoted to healthcare professionals responding to the coronavirus. Informed by psychology, rooted in research, this podcast will take just a few minutes to provide you with the mental boost you need to power through your day. 2020-04-0704 minLeadership AmplitudeManaging Triggers under StressSometimes your first response isn't always the best response. Jenni Marsh from Truist Leadership Institute offers insights to help you manage your reactions during times of stress. 2020-03-3131 minLeadership AmplitudeDemystifying Talent ManagementHost Anna Slaydon interviews Bev Wise and Ramonda Kyser from Truist Leadership Institute about the importance of having a proactive Talent Management Strategy. 2019-07-0314 minLeadership AmplitudeLeadership Purpose for Organizational SuccessConflict and change are two of the greatest hurdles leaders will face in their careers. Your Leadership Purpose can help you stay focused during challenging times. Join host Anna Slaydon as she interviews Dr. Sally Woods and Dr. Chris Smith of Truist Leadership Institute to learn more about how leadership purpose promotes leadership success.2019-03-1912 minLeadership AmplitudeUsing Purpose to Lead OthersPerception is a tricky thing. It can be hard to lead when there are so many points of view to consider. Leadership Purpose can help you move forward and more effectively lead others.Join host Anna Slaydon as she interviews Dr. Sally Woods and Dr. Chris Smith of Truist Leadership Institute to learn more about how leadership purpose promotes leadership success.2019-03-0511 min