Episodes
Tuesday Jul 09, 2024
A Middle Manager’s Guide To Driving Organizational Success
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
In this insightful episode, we dive into the unique challenges and opportunities of mid-level managers. Scott Mautz, accomplished author, keynote speaker, and trainer leverages his decades of management experience at Proctor & Gamble (P&G), along with data and actionable tips and strategies, to help middle managers thrive in hierarchy, differentiate themselves, and influence “up, down, and across the organization.”
Scott offers a fresh perspective on how middle-managing leaders can enhance their influence by being a powerful resource for upper management, coaching and empowering their teams, and championing collaboration between departments to drive meaningful change from the middle of their organization. He also shines a light on the skills that separate the truly great middle managers from the pack and how they actually form the backbone of successful companies.
Resources Mentioned:
•Leading from the Middle (Book)
•The Mentally Strong Leader (Book)
•Free 60-Page Companion Workbook (PDF Download)
Guest:
Scott Mautz
Author, Keynote and Trainer
Founder, Profound Performance
https://scottmautz.com/
Thursday Apr 25, 2024
Harnessing the Potential of Generative AI in Banking
Thursday Apr 25, 2024
Thursday Apr 25, 2024
AI is expected to be as big a disruptor as the internet was. In this episode, we're joined by Kendra Ramirez, CEO of KR Digital Agency and an expert in AI. Together, we explore the far-reaching impacts of AI across industries, focusing on the banking sector and generative AI.
Kendra unpacks the nuances of generative AI, shedding light on its benefits and challenges. She shares actionable tips for navigating the AI landscape, from getting started to vetting AI-powered tools effectively. She also emphasizes the importance of developing an AI policy to ensure responsible and ethical use and to prevent shadow AI.
Join us as we uncover the transformative power of AI and how you can harness it strategically to help achieve your business goals.
Guest:
Kendra Ramirez
Chief Executive Officer
KR Digital
Connect with Kendra on LinkedIn
Thursday Mar 28, 2024
Accelerating Faster Payments Success – Insights from PCBB & Fiserv
Thursday Mar 28, 2024
Thursday Mar 28, 2024
In this episode of Banking Out Loud, Fiserv payments experts Paul Sullivan and Justin Jackson join PCBB’s payments expert Sheila Noll to discuss the rapidly evolving faster payments landscape. Their conversation touches on the importance of strategic thinking and collaboration with partners, while also driving home the need to view faster payments as an opportunity to better serve customers and differentiate your institution. They also discuss other considerations, such as the value of data-rich transactions enabled by ISO 20022 and the potential for new use cases and business models as faster payments continue to develop.
Guests:
Sheila Noll
EVP, Chief Operating Officer
PCBB
Justin Jackson
SVP, Head of Enterprise Payment Solutions
Fiserv
Paul Sullivan
VP, Treasury Solution Sales
Fiserv
Tuesday Jan 30, 2024
Performance Review Tips That Really Work
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
In this episode of Banking Out Loud, host Nancy Ozawa discusses the value of performance reviews and how to effectively prepare for them with Laurie Battaglia, CEO of Aligned at Work. Laurie emphasizes the need for employees and managers to discuss the format and frequency of reviews that will be most helpful. She also provides tips for employees on how to prepare for performance discussions, the role of managers in creating a positive culture of feedback and growth, and the importance of open communication, curiosity, and continuous improvement in the performance review process.
Guest:
Laurie Battaglia
Chief Executive Officer
Aligned at Work®
Connect with Laurie: [email protected] | www.alignedatwork.com | LinkedIn
Thursday Nov 30, 2023
Preventing Cyber Attacks – Insights from a US Secret Service Agent
Thursday Nov 30, 2023
Thursday Nov 30, 2023
In this episode of Banking Out Loud, US Secret Service agent Stephen Dougherty joins hosts Sonia Portwood and Nancy Ozawa to discuss cybercrime and the Secret Service’s mission to protect and secure the US financial and economic infrastructure. Stephen shares examples of types of cybercrime, including business email compromise schemes, romance scams, work-from-home scams and deep fakes, and explains how technology tools, including AI, have made these schemes more sophisticated than ever. He also provides tips on when and to which law enforcement or relevant authority suspicious activity should be reported to.
Hosts:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB
[email protected]
Nancy Ozawa
Senior Vice President, Marketing
PCBB
[email protected]
Guest:
Stephen Dougherty
U.S. Secret Service
CID/GIOC
[email protected]
Resources:
• US Secret Service Field Offices: https://www.secretservice.gov/contact/field-offices
• The Financial Services Information Sharing and Analysis Center: https://www.fsisac.com/
• Preparing for a Cyber Incident: https://www.secretservice.gov/investigation/Preparing-for-a-Cyber-Incident
Monday Oct 30, 2023
The Art of Intentional and Successful Communication
Monday Oct 30, 2023
Monday Oct 30, 2023
In this podcast episode, host Sonia Portwood discusses the importance of communication skills and ways to improve them with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership. Alyson shares tips emphasizing the need for intentional communication and understanding the stories of others to connect with them effectively. Also, hear the three-step listening technique that can not only improve communication but also ensure the results you want from almost any conversation.
Host:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB
Guest:
Alyson Van Hooser
Keynote Speaker, Trainer, Author
Van Hooser Associates, Inc.
www.vanhooser.com
Thursday Aug 03, 2023
Strategy Before Structure: A Roadmap for Succecss
Thursday Aug 03, 2023
Thursday Aug 03, 2023
In this episode of Banking Out Loud, we discuss the importance of putting strategy before structure when launching new products, services, and strategic initiatives. Guest Ryan Canin, CEO and Co-Founder of DocFox, shares insights on the importance of defining clear objectives and strategies before adopting new technologies or selecting vendors. Hear practical approaches to optimize your innovation journey and understand how to avoid common pitfalls, ensuring that your institution remains efficient, competitive, and customer-focused.
Host:
Nancy Ozawa
Senior Vice President
Marketing | PCBB
Guest:
Ryan Canin
CEO and Co-Founder | DocFox
www.docfox.io
Monday May 08, 2023
Achieving Disney-level Customer Service - The Mouse Is In The House!
Monday May 08, 2023
Monday May 08, 2023
Excellent customer service can be a crucial differentiator for businesses. Done well, it can help your institution attract and retain customers and drive bottom-line results.
Join us as Dennis Snow walks us through proven principals for delivering outstanding customer experiences. As an ex-Disney leader and now full-time speaker, trainer and consultant on all things customer service excellence, Dennis discusses the strategic tools that help differentiate your services from others and helps create an engaged workplace, so that customer satisfaction is the primary focus of the entire team.
Host:
Sonia Portwood
Chief Sales & Marketing Officer
PCBB
Guest:
Dennis Snow
Customer Service Keynote Speaker, Consultant and Author
Snow & Associates, Inc
Email: [email protected]
Phone: 407-294-1855
snowassociates.com
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennissnow/
Monday Apr 10, 2023
All About Crypto and Blockchain Technology
Monday Apr 10, 2023
Monday Apr 10, 2023
There is a lot to understand when it comes to cryptocurrencies, blockchain technology and the associated regulation. We talk with Div Pandya, Principal at FS Vector, to help us understand it all. Learn about the types of digital assets and current regulation standards, along with expert predictions on where this sector is headed. We also explore blockchain technology with a look at current and potential uses related to banking.
Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB
Guest:
Divij Pandya
Principal
FS Vector
Email: [email protected]
Connect with Div on LinkedIn
Resources mentioned in this episode:
American Banker
Coin Desk
Monday Dec 12, 2022
Sticky Business: Increasing Customer Loyalty
Monday Dec 12, 2022
Monday Dec 12, 2022
It's always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we sit down with Sushil Wenholz and Paul Louderman of Customer Communication Group to discuss ways to increase customer loyalty — including 3 tips to get started and key mistakes to avoid.
Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB
Guests:
Sushil Wenholz
VP, Creative Director
Customer Communications Group, Inc.
[email protected]
Paul Louderman
SVP, Account Management
Customer Communications Group, Inc.
[email protected]
Learn more about Customer Communication Group, Inc. (CCG)