Financial Services | The CEO Forum Group Institute: Recent Episodes
None
The world’s premier resource for all things CEO. Disseminating CEO wisdom to elevate business, the economy and society.
Miles Nadal, Founder and Executive Chairman of Peerage Capital, a North American business services and private investment firm with 8,500 employees, talks about how he built a billion-dollar business by borrowing $500 on his visa and then shares keys to entrepreneurship, advice on overcoming adversity, leadership succession, how he bases everything on 12 unique […]
Julie Caperton heads up the Private Bank at Wells Fargo. Julie talks about how a personal incident that occurred to her and her family, forged her “No Nonsense” authentic personal leadership style.
https://theceoforumgroup.com/wp-content/uploads/2023/06/ceo-forum-dennis-devine-radio-edit.mp3Dennis Devine, CEO of Alliant Credit Union, founded in 1935 and the only all-digital, national credit union of over 10,000 financial institutions, shares how to create an exceptional digital customer experience and also build a purpose-driven culture.
Alliant Credit Union Financial Services
https://theceoforumgroup.com/wp-content/uploads/2023/05/ceo-forum-s-chavarria-radio-edited.mp3Sarah Chavarria, President of Delta Dental of California, which is part of America’s largest dental insurance company with 44 million members across 15 states, Washington, D.C. and Puerto Rico, shares their model of improved access to quality dental healthcare, holistic benefits for overall health, and insights on turning a culture around and becoming a societal brand. Sarah provides surprising data on the communication channel between a patient’s dental and medical providers. Ms. Chavarria then gives her vision for healthcare in America around preventive care and well-being, and what their Community Care Foundation is doing in the community to improve access to care. Sarah also talks about the company’s philosophy and specific tactics to turn around a 68-year-old insurance company based on a culture of command and control to building one of innovation, values, and purpose.
In the second half of the interview, Sarah talks about her passion to reinvent healthcare and the transformative moments in her life that have guided her. Ms. Chavarria then discusses the importance of feedback and alignment with company values. Finally, Sarah delivers a strong message for CEOs on connecting with Delta Dental on the shared purpose to create access to healthcare and improve the healthcare system for the country.
Delta Dental Healthcare and Financial Services
https://theceoforumgroup.com/wp-content/uploads/2023/05/ceo-forum-michael-gregoire-radio-edit.mp3Michael Gregoire, co-founder of Brighton Park Capital and long-time CEO who engineered one of the largest tech deals involving CA Technologies and Broadcom, shares his unique leadership philosophy including mistakes to avoid in M&A and board relationships. Mike talks about the changing landscape of private equity and the new model of selective partnership. Mr. Gregoire then gives insights on their customers/investor partners and the ‘portfolio’ approach, including investments in technology and healthcare. Mike digs deep into one of the 10 issues of operating at scale, culture, and the concept of “a whisper at the top is a scream at the bottom”. Then Mr. Gregoire gives advice on technology changes and their impact on cultural, legal, and moral perspectives, and what CEOs need to know to scale their company and serve their customers through innovation. Mike also provides his transformative moment on leadership and communication.
In the second part of the interview, Mike delivers key advice on strategy to CEOs as it relates to boards, especially to new CEOs. Mr. Gregoire then closes with key takeaways on investing and anticipating the future and cautions related to the status quo. Finally, Mike talks about technology and the big game changer coming down the pike, i.e. profound changes in how humans interact with computers.
Brighton Park Capital Financial Services and Technology
https://theceoforumgroup.com/wp-content/uploads/2023/04/ceo-forum-lynn-tilton-radio-edit.mp3Lynn Tilton, founder and CEO of Patriarch Partners, dubbed “The Turnaround Queen” has lead over 243 turnarounds of iconic brands saving over 700,000 American manufacturing jobs. You will learn her unapologetic approach to giving Americans the dignity of work.
Patriarch Partners Corporate and Financial Services
https://theceoforumgroup.com/wp-content/uploads/2023/04/ceo-forum-a-casellas-radio-edit.mp3Alberto Casellas, CEO of Synchrony Health & Wellness, including the financing program called CareCredit with 12 million customers, shares their unique model that bridges the gap between personal healthcare needs and financial challenges, and then, his passion for creating a strong and diverse culture. Synchrony Financial Services & Healthcare
https://theceoforumgroup.com/wp-content/uploads/2023/01/ceo-forum-ron-weiner-radio-edited.mp3Ronald Weiner, Chairman and President of Perelson Weiner LLP, for 28 years, shares the company’s unique CPA “knowledge” business model which was developed in contrast to the growing commoditization of professional services and imparts the key elements of their holistic approach. Ron talks about building the right culture and foundation at Perelson Weiner by bringing in a specific leadership philosophy and how the 3 types of human relationships changed his management style. Mr. Weiner delineates between a ‘smart’ and a ‘wise’ person while helping clients gain wisdom, and, the importance of ‘taking the fork in the road’. Ron expresses why reputation is at the forefront for him based on his tenure at the firm, being on numerous boards, and, his vast experience of 50 years running firms.As a top American tax accounting firm, Mr. Weiner outlines his personal thoughts (including his military service) on tieing into the community and philanthropy and the privilege and benefits gained, like the meshing of people’s values.In the 2nd half of the interview, Mr. Weiner gives his advice to other CEOs to help clarify their choices, from his work with high-net-worth individuals, entrepreneurs, and CEOs on the importance of being proactive with clients. Ron dives into the secrets of curating a great culture of really smart people, the hiring criteria he’s most proud of, and the importance of continuous learning. Finally, Mr. Weiner talks about his future and the open doors ahead of him as an ‘eclectician’. Perelson Weiner LLP Corporate Services & Financial Services
https://theceoforumgroup.com/wp-content/uploads/2022/12/ceo-r-sechan-radio-edit.mp3NewEdge Wealth CEO, Rob Sechan shares with us how NewEdge Wealth is disrupting the Financial Advisory Industry by “being a customer of the street” and sitting on the same side of the table with their clients. NewEdge Wealth Financial Services
Suneera Madhani, Founder & CEO of Stax, a unicorn company and 1 of the top 10 fastest-growing fintech companies, talks about disrupting the payment industry as a reluctant entrepreneur to enable commerce in a radically simple way. Suneera explains their seamless process in a complex area and the ultimate challenge of serving their business […]
Susan Neely, CEO of the American Council of Life Insurers (ACLI) talks about what’s happening in the association business (the role in getting members real value, and, advice to other associations), life insurance and key statistics, gender equity and purposeful action, and inflation (along with a fabulous personal story that connects to Homeland Security) as ACLI promotes its […]
Dan Houston, CEO of Principal Financial Group talks about their 142-year-old brand with a trillion assets under management, continuing the culture, and providing financial security products to customers across 80 countries. Dan emphasizes the importance of financial literacy in their mission to provide exceptional customer focus with unique practices. Mr. Houston also explains some of his servant leadership principles including […]
Fred Crawford, President of Aflac talks about the company’s pioneering model in creating the market of supplemental health insurance for businesses in the U.S. and Japan. Fred speaks to the unprecedented number of awards received as a most ethical company and how that fits into their ESG model and their culture, by “standing in […]
Teresa Rasmussen is President and CEO of Thrivent, a Fortune 500 holistic financial services organization helping current and future generations achieve financial clarity, enabling lives full of meaning and gratitude. Terry talks about the importance of integrating purpose into corporate culture so it becomes a key component of a company’s DNA—something that ignites a […]
David Chubak, Head of Wealth Management at Edward Jones talks about the Edward Jones model and why it’s different, including its purpose-driven leadership and how that’s defined through a human-centered approach. David also touches upon the personal influences shaping his leadership philosophy, as well as, key advice in the area of mentoring. Finally, Mr. […]
Aditi Javeri Gokhale, President of Retail Investments, Chief Strategy Officer, and Head of Institutional Investments for Northwestern Mutual, a 165 year-old mutual insurance company, explains their unique model and purpose around financial security, fortifying and building a great culture in the present talent war, advice on growth to entrepreneurs, challenges being a female woman […]
Gerald Walker, CEO of ING Americas (part of the massive global ING financial organization based in the Netherlands) talks about his growth plan in wholesale banking since 2017, pioneering a leading U.S. sustainability practice in the investment area, including their unique model to embed sustainability across a much wider range of financial instruments […]
Marty Mucci, CEO of Paychex since 2010, talks about his leadership strategy that led to doubling growth to achieve 710,000 clients in payroll and complete HR services, Paychex’s big role in PPP loans during the pandemic, key insights on hiring and retaining talent, advice on handling stress to balance lives and work in […]
Bob DiMuccio, CEO of Amica Mutual Insurance, established in 1907, explains the secret behind winning 54 JD Powers awards, creating a culture of achievement, success, and trust, technology’s impact on the future of financial services, providing world-class service during a crisis, changes in workplace models including lessons learned, the deep meaning of 2,000 bricks, […]
https://theceoforumgroup.com/wp-content/uploads/2021/12/ceo-forum-d-taylor-radio-edit-1.mp3 VersaBank President, CEO, David Taylor talks about online banking and the future of the banking industry. As an avid pilot and plane builder, David compares the difficulties of getting banking certification with airplane certification.
Caroline Feeney, CEO of U.S. Insurance & Retirement Businesses at Prudential Financial, shares her unique leadership insights on women executives, practical benefits of diversity & inclusion, and advice to women in the male-dominated financial sector, how she thoughtfully manages, develops and empowers talent, including the purpose-driven focus of Prudential on diverse leaders and a […]
https://theceoforumgroup.com/wp-content/uploads/2021/10/ceo-forum-r-pastor-radio-edit.mp3 Rafael Pastor, CEO and president of several well-known enterprises and now respected board member, talks about how his international background and broad business acumen shaped his career to navigate the global challenges in front of him. He further explains how his leadership at these companies formed his core leadership principles, emphasizing the only […]
Vice Chairman, Keith Banks shares with us the secrets of successfully merging companies, cultures, and people.
National Life Group Chairman, Mehran Assadi, shares with us why culture is the lifeblood of his company and should be the same for other companies.
David Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group discusses the challenges and opportunities of remote work – including what it takes to run a successful business and be an effective leader in the post-pandemic world.
https://theceoforumgroup.com/wp-content/uploads/2021/08/ceo-forum-sarah-levy-radio-edit.mp3 Sarah Levy, CEO of Betterment, the largest independent digital investment advisor, discusses their unique and innovative model in the robo-investing space (based on people’s true passions and desire to drive change), as well as, leadership lessons in branding, scaling an organization, overcoming significant challenges and the importance of empathy and taking personal risk.
FinancialServices
Betterment
Former Vanguard Chairman and CEO, Bill McNabb talks about the importance of your people in driving the success of Vanguard, not only in Financial Services but also in any type of company.
https://theceoforumgroup.com/wp-content/uploads/2021/08/ceo-forum-mcnabb-radio-edit.mp3
Financial Services
Vanguard