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 maintains harmony within her organization. 

Whether you're an aspiring leader or an established executive, this episode is packed with valuable insights that can help you navigate your professional journey. Welcome to Mind Matters with Carrie Forbes!

Timestamps

00:00 An Unconventional career path leads to unexpected success.

04:02 Evolution from the public sector to adult education.

06:43 Self-reflection on purpose, growth, and alignment.

12:41 Leaders must model the behavior they expect. Staff follows.

15:41 Learning from advice, evolving, and finding new mentors.

18:55 Technology's fast pace challenges the human brain.

20:11 Value communication, focus on intent and connection.

23:41 Understanding the complexities of powerful CEOs.

Connect with Carrie Forbes

LinkedIn: https://www.linkedin.com/in/caforbes/ 

Website:https://leaguedata.ca/home 

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 collaborative workplace culture. Plus, he offers practical advice on balancing work and personal life, and how technology plays a critical role in modern banking. 

Tune in to discover how persistence, adaptability, and a positive mindset can drive success in any career.

Timestamps

00:00 Funny story of a career change from coding.

04:24 Employee promoted to CEO after requesting an interview.

07:36 Difficulty reading; learned to work harder.

10:14 Persistence and mentorship lead to personal success.

15:32 Stay up to date to think bigger.

19:52 Embracing teamwork, valuing diverse input, and empowerment.

21:32 The Institution's growth is driven by strong customer relationships.

25:52 Technology as an asset, risk analysis evolution in banking.

Connect with Chad Elledge

LinkedIn: https://www.linkedin.com/in/cellag93/

Website: https://www.thnb.bank/about/

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

00:00 Praise for Kendall, overview of journey requested.

03:25 Unexpected challenges arose, requiring swift workplace adaptation.

08:04 Amplify embraces radical transparency in communication methods.

12:07 Revolutionizing banking with customer-friendly policies and no fees.

15:48 Dell, technology-oriented, remote-first credit union growth.

19:49 Embraced remote work, expanded to 22 states.

22:15 Downside of remote work and culture conversations.

Connect with Kendall Garrison

LinkedIn: https://www.linkedin.com/in/kendallgarrison/

Website: https://www.goamplify.com

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 and AI.

So, tune in as we uncover the story behind a dynamic leader who turned promises into lasting change. 

Timestamps

00:00 Transitioned from economic development to CEO position.

05:40 Uncertain CEO offered chance to run large bank.

06:36 Appreciates call, pursuing other opportunities, meets Rocky.

12:04 The CEO personally meets with every employee.

13:45 Gender disparity in bank executive positions improved.

16:40 Fantastic message emphasizing teamwork and leadership lessons.

21:00 Thank you, It is important to understand, one step at a time.

24:52 Learning to trust and accept others' decisions.

29:43 World changing, leadership growth, valuable knowledge shared.

Connect with Steve Afdahl

LinkedIn: https://www.linkedin.com/in/steve-afdahl-4a4b57a4/

Website: https://www.greenbeltbank.bank/

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 influential CEO, Steve Aftol, shaping his honest and value-driven leadership style. Tune in as Kendall Raessler, our host, delves deeper into Chris’s unique leadership approach, the bank’s role in the agricultural community, and the evolving expectations of the younger workforce. 

This episode is packed with lessons on personal growth, leadership, and the power of connecting through shared values.

Timestamps

00:00 Father converted defunct bank; inherited at 13.

05:09 Father orchestrated CEO succession, shaping the bank's future.

06:24 The Bank owner inherited stock and faced challenges.

10:35 Honesty, challenges, upbringing, contribution, not focused on business.

14:19 Profitability is essential, but a strong culture.

17:28 Deeply involved in Iowa's ag community. Outreach-focused.

20:50 Bank's products evolve, focus on steady service.

24:11 Support and invest in small family businesses.

28:47 Technology should bring people together, and prioritize connections.

31:15 Addressing new employee expectations and promoting autonomy.

Connect with Christopher Weaver

LinkedIn: https://www.linkedin.com/in/christopherwweaver/

Website: https://www.greenbeltbank.bank/

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 valuable insights and practical advice from George's wealth of knowledge and experience.

Timestamps

00:00 Initial doubts about CEO responsibility and impact.

04:24 Promoting teamwork through leading by example.

09:50 Shift from closed bond to open bond.

12:00 Advice for CEO on adapting to change.

16:12 Small organization rebrands to think like larger.

18:46 Credit unions serving underserved markets with niche products.

23:55 Navigating industry innovations requires diligent risk management.

Connect with George De La Rosa

LinkedIn: https://www.linkedin.com/in/georgedelarosa/

Website: https://luminusfinancial.com/

We'll explore his strategies for balancing work and life, scaling business operations with remote employees, and utilizing technology to meet customer demands. Whether you're a budding entrepreneur, a seasoned CEO, or someone keen to understand leadership dynamics, this episode is packed with invaluable insights and practical advice. 

Join us as we uncover PJ's leadership philosophy, his approach to overcoming challenges, and the key tactics that have driven Yampa Valley Bank's remarkable growth. Stay tuned!

Timestamps

00:00 Blessed to live in Steamboat Springs, Colorado.

03:17 People are important, banks often forget.

06:45 Teamwork, bonuses, and shared success are emphasized.

10:33 John Kerst, inspiring leader and mentor.

14:51 Mountain life, work-life balance, and bringing dogs.

18:33 Remote employees enhance customer service and rehiring.

20:38 Robust online banking system with extensive services.

Connect with PJ Wharton

LinkedIn: https://www.linkedin.com/in/pjwharton

Website: https://www.yampavalleybank.com/

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. 

Join us as Crystal unfolds the lessons learned on this extraordinary journey, offering guidance for fellow leaders on empowering teams and navigating change.

Timestamps

00:00 Transition from municipal finance to the banking industry.

06:24 Transitioning roles required different levels of responsibility.

08:06 Culture and training challenges in a small bank.

12:42 Balancing challenges, finding purpose in everyday work.

16:19 Local banks serving small businesses, fueling growth.

18:25 Primary Bank offers creative customized solutions for businesses.

23:18 Youthful financial institutions prioritize modern technology.

25:33 The CEO role is about energizing and empowering people.

Connect with Crystal Dionne

LinkedIn: https://www.linkedin.com/in/crystal-dionne-cpa-7a5b8327

Website: https://www.primarybanknh.com/

Our host, Kendall Raessler, dives deep into the strategies that have defined Tut's leadership, emphasizing the importance of becoming an expert in your field, embracing change, and the profound impact of mentorship both positive and challenging. We also explore the sacrifices required in the role of a CEO, the quest for work-life harmony, and the moral and strategic imperatives of scaling a business responsibly.

Today's episode is a treasure trove of wisdom for any CEO or business leader aiming to carve a niche in a competitive market, underscoring the significance of aligning business practices with personal values and customer needs. Join us as we traverse these compelling insights and practical advice, promising an enlightening experience for entrepreneurs and business enthusiasts alike.

Timestamps

00:00 Went from CEO to founding Capra Bank.

04:46 Bank adapting to changing technology and pandemic.

09:07 Taking risks and seizing opportunities pays off.

11:27 Focus on priorities, not on small details.

14:15 Effective leadership requires clear communication and consistency.

16:23 Striving for harmonious coexistence, and work-life balance.

22:19 Focusing on the majority, not pleasing minority clients.

24:28 Agree on goals, avoid political hindrances, and scale efficiently.

26:55 Be an expert, take calculated risks, analyze.

Connect with Tut Fuller

LinkedIn: https://www.linkedin.com/in/tutfuller/

Website: https://caprabank.com/

We also explore the practical aspects of entrepreneurship, from finding that first desk to establishing phone and internet connections. Yankie openly discusses the challenges of work-life balance and how technology affects his client relationships. 

Tune in for an engaging conversation that delves into the mindsets shaping business realities with Yankie Markowitz.

Welcome to Mind Matters, where leadership is demystified and your potential unleashed.

Timestamps

00:00 The Manager advised pursuing bigger clients through estate planning.

05:20 Struggling to find financing for SBA loan.

08:26 Starting a business involves practical decisions and fears.

11:46 A Humble approach is key to success.

13:07 Direct communication with employees and customers emphasized.

17:47 Bank Loan Officers Limited; we offer more.

21:26 Understanding clients' business is crucial for advocacy.

23:39 E-commerce challenges overcome, $1.5M loan secured.

26:20 Recognize value in work and prioritize balance.

31:53 Overwhelmed individuals find camaraderie in relatable experiences.

33:20 Striving for leadership and financial freedom mindset.

38:42 Mentors, scaling a company, technology, and process.

40:44 Focus on tools that help your business.

43:42 I want to be authentic in business.

46:37 Extended conversation with valuable insights for CEOs.

Connect with Yankie Markowitz

LinkedIn: https://www.linkedin.com/in/yankie-markowitz

Website: https://sbaloangroup.com/

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 from engineering to leading a major financial institution, offering a rare glimpse into the challenges and triumphs of a CEO's life. Engage with us as we explore transformative strategies and leadership insights that are not only thought-provoking but instrumental in shaping the future of your career. 

Welcome to Mind Matters, where leadership is demystified and your potential unleashed.

Timestamps

00:00 Started career at a big company, seeking leadership.

04:01 First day as CEO of the bank, was overwhelming.

07:38 RA sets expectations, confronts challenges, and builds trust.

11:36 Mentorship has been key to my success.

13:37 Adapted leadership style for cultural and financial change.

18:37 Work life balance, culture, CEO time freedom.

21:11 Brian, thank you. Helpful advice for CEOs.

24:14 Technology advances, missed opportunities, excitement for the future.

29:03 Big cities have talented, educated, hardworking people.

30:20 Identifying customer problems and recruiting talent in banking.

Connect with Brian Pillmore

LinkedIn: https://www.linkedin.com/in/brianpillmore/

Website: https://visbanking.com/brian-pillmore/

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 of insolvency. From a staggering loss of $3 million in three years, Buckeye Credit Union underwent a profound cultural shift, championed by Michael, that brought them back to profitability and sustainable growth.

We'll hear Michael's personal journey from areas of turmoil to senior leadership, his approach towards long-term organizational planning, and his focus on nurturing a positive internal culture. Get ready to learn how controlled scaling, innovative tech like interactive teller machines, and placing members first helped double his company's size from 2019 to 2022.

So, buckle up for a story of resilience, mentorship, and a future-forward outlook in the banking industry. Whether you're a new CEO or just looking for inspiration to shake up your sector, this is the episode that will frame your strategic mindset and make your Mind Matter.

Timestamps

00:00 Successful business, tragedy strikes, job market struggle, opportunity.

05:39 New culture, tough decisions, leadership changes, progress.

07:35 Overcame challenges and built pride in the brand.

12:51 Understanding how all departments work together is essential.

13:39 Step back, view holistically, guide, influence, and maneuver.

18:25 Father's hard work and risks taught important lessons.

21:41 Attracting working-class, focused on underserved communities.

25:27 Balancing work, community involvement, and advocacy efforts.

28:59 Growth, mergers, and new branch opening.

32:24 Embracing digital transformation with traditional touch.

Connect with Michael Abernathy

LinkedIn: https://www.linkedin.com/in/michaelabernathyjr

Website: https://www.buckeyecu.org/

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 of genuine communication, and the art of continuous self-improvement. Ready to delve into the insights that have kept Neal's projects unfailingly on track? 

Let's get into the mind of a man whose expertise is shaping the way businesses evolve and excel. This is Mind Matters with your host, Kendall Raessler.

Timestamps

00:00 Experienced consultant with deep finance and tech expertise.

05:08 Understand perspectives, align goals, and listen attentively.

08:55 Establish credibility, listen, and offer insightful solutions collaboratively.

11:05 Set limits, prioritize quality, and work with specialists.

12:59 Consultants need diverse expertise for success.

18:22 Automation improves routine work and cultivates employee motivation.

22:14 Authenticity, empathy, and targeting in digital marketing.

Connect with Neal Oswald

LinkedIn: https://ca.linkedin.com/in/neal-oswald-1061895

Website: https://www.wanilah.com/

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 bachelor's and master's degrees.

We'll hear firsthand about Ronaldo's mix of fear and excitement as he assumed his first CEO role without having completed his bachelor's degree. 

Join us as Ronaldo details his strategic vision, involving a listening tour and a three-year roadmap focused on collaboration, innovation, and sustainability key elements that underscored his digital transformation success.

Timestamps

00:00 Ronaldo Hardy, CEO of Nacuso, the financial industry.

03:31 Struggled, learned, lost a job, fueled future work.

06:43 CEO with passion for credit unions, and consulting.

13:00 The CEO focused on creating a supportive work culture.

14:36 Focus on culture to drive sustainable growth.

20:01 Creative mentoring led to career success and confidence.

20:47 First African American mentor opened new horizons.

25:02 End matters more, ethical means vital for leadership.

28:44 Strategic priorities: collaboration, innovation, sustainability, scaling growth.

Connect with Ronaldo Hardy

LinkedIn: https://www.linkedin.com/in/ronaldohardy/

Website: https://www.nacuso.org/

Join us for a compelling and insightful conversation with Eric Dillon as we uncover the mind matters behind successful leadership.

Timestamps

00:00 U of A grad switched from chemistry. Branch manager.

03:14 Grew up in retail banking, facing challenges.

06:46 Leading means checking the ego, seeking help, and delegating.

11:59 Innovative achievements, proud mentorship, and social impact.

15:55 Striving for improvement, being honest with oneself.

16:40 Consolidate tasks and focus on priorities.

22:54 Technology levels the playing field for banks.

23:58 AI improved the loan approval process and minimized losses.

Connect with Eric Dillon

LinkedIn: https://www.linkedin.com/in/ericjdillon/?originalSubdomain=ca

Website: https://www.generalbank.ca/

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

00:00 Transitioning to leadership role, seeking authenticity.

04:00 Transitioning to Landcor from a credit union brings challenges.

09:22 Aging brings confidence in oneself, moving forward.

11:42 Take breaks to avoid burnout when working.

15:27 Technology companies need expertise to serve customers.

16:40 Seeking smarter people with a customer-focused approach.

21:45 Young workers seek global opportunities, pose challenges.

Connect with Jeff Tisdale 

LinkedIn: https://www.linkedin.com/in/jefftisdale/ 

Website: https://www.landcor.com/ 

Tune in to discover how Scott navigates the challenges of change, motivates his team, and maintains a balance between work and personal life. 

Join us as we delve into the engaging and informative discussion with Scott Steele, a leader at the forefront of community banking innovation.

Timestamps

00:00 From West Virginia to North Carolina banking.

04:52 Navigated merger, found a bank and faced challenges.

08:15 CEOs must navigate various unexpected challenges effectively.

10:06 Approaching a new job cautiously, mindful of problems.

15:55 Bank expanded into new markets and gained success.

18:54 Supportive family facilitated career and location changes.

20:39 Believe in the product, deliver on promises, confidence.

25:06 Initial conversations lead to realistic expectations and decisions.

26:20 Grateful for insightful contributions. Future collaborations ahead.

Connect with Scott Steele

LinkedIn: https://www.linkedin.com/in/scott-steele-a730b046

Website: https://www.citizensbankweston.com/

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, so make sure you tune in. You won't want to miss it!

Timestamps

00:00 New bank CEO immerses in community, addresses concerns.

07:11 Challenging meetings, focus on moving forward. Ethical, energized leadership.

10:48 Work-life balance is important, except in emergencies.

13:09 Moving from small bank to moderate-sized bank, managing projects and resources effectively.

16:12 Understand current position, improve, and embrace technology.

19:07 Focus on strengths, weaknesses, and improvement plan.

21:57 Community bank serves local customers and faces fraud.

25:28 Be humble, listen, tap into others' ideas.

Connect with Jim Donnelly

LinkedIn: https://www.linkedin.com/in/jim-donnelly-4393677/

Website: https://wayne.bank/

Leslie's going to talk about how important it is to work hard, the feelings involved in her job, and how she makes sure to keep a balance between her work and her personal life, which we all know can be pretty tricky. She's faced her fair share of hurdles, like getting the right licenses to run her business, growing the company, and using technology to make sure customers have the best experience possible.

This conversation is going to be full of inspiration and tips, so make sure you tune in. You won't want to miss it!

Timestamps

00:00 Real estate work is unpredictable but rewarding.

06:52 Mentorships and Dad's work ethic inspired me.

08:47 Started business, mother of three, failed the test.

12:36 Business owner adapts to remote work flexibility.

16:25 Pursuing certifications, expanding into new territories.

19:20 Personality compatibility is crucial in selecting loan officers.

22:29 Always available sets us apart, a game changer.

Connect with Leslie Smith

LinkedIn: https://www.linkedin.com/in/leslie-smith-b566b49/

Website: https://smithbroady.com/

This episode is packed with great advice for anyone who leads a team or runs a company and wants to make a big difference in their work. We'll share stories and tips from Ronnie that you can use to become a better leader. So, tune in if you're ready to learn some helpful insights that can help you with your leadership journey.

Timestamps

00:00 Bank, credit unions, CEO roles in career.

04:58 Identifying top managers and promoting cohesive decision-making teams.

08:24 Joined an organization, learned, and then made changes gradually.

12:07 Wymar supports community events and promotes business. Successful strategy.

13:25 Staying ahead in the financial industry, expanding services.

17:40 Unexpected results, need to see from members' perspective.

Connect with Ronnie Stephens

LinkedIn: https://www.linkedin.com/in/ronnie-stephens-81795431

Website: https://www.wymarfcu.com/

And now, Mind Matters... let's step in!