Bank of America
Showing 76–79 of 79 transcripts.
- 35 min
How Small Businesses Can Take Advantage of the Biggest Technology Developments
Carol Roth, David Solis, Jason Teichman, Steve Strauss
This presentation outlines how small businesses can leverage affordable, foundational technologies like mobile-optimized websites and cloud computing to secure credibility and align with modern consumer behaviors. Experts emphasize that strategic adoption, rather than chasing every innovation, requires vetting vendors, utilizing productivity tools selectively, and prioritizing data-driven decisions to maximize return on investment. Ultimately, success depends on overcoming implementation fears by treating technology as a continuous, integrated investment that supports core business goals through strategic partnerships and careful resource management.
- 32 min
Small Business Social Series: Women in Business: Rising Revenues, Optimism, and Power – How to Ta...
Carol Roth, Jill Calabrese Bain, Kimberly Weisul, Darla Beggs
Hosted by Bank of America, the Small Business Social Series convened Carol Roth, Jill Calabrese-Bain, Darla Beggs, and Kimberly Weisel to analyze the doubling rate of women-owned businesses and the strategic shift toward long-term corporate culture and succession planning. The panelists emphasized how empathy-driven leadership, digital tools like The Mentor Cloud, and a focus on specific personal branding attributes are dismantling entry barriers while capital access improves through crowdfunding and female investor support. With 70% of female entrepreneurs anticipating revenue growth, the discussion concluded that audacious goal-setting and organic mentorship are critical for navigating the transition from tactical execution to exponential expansion.
- 34 min
Small Business Social Series -- Getting Time Back in Your Day
Carol Roth, Andy Rowe, Steve Strauss, Jeff Korhan, Tom Misson
Small business experts Tom Massone, Andy Rowe, Steve Strauss, and Jeff Corhan address the critical trade-offs between operational efficiency and personal well-being, noting that 75% of owners sacrifice significant personal time due to poor prioritization. The panel advocates for specific frameworks such as letter-based task ranking and the distinction between return on investment versus return on ego to combat distractions and micromanagement pitfalls. Furthermore, the speakers recommend adopting targeted technologies like Basecamp and Bank of Bank of America integration alongside systematic delegation to enable sustainable growth and competitive parity against larger enterprises.
- 9 min
Bank of America tech exec talks to Institutional Investor
A financial institution successfully completed a 15-year strategic initiative to consolidate its US consumer and small business operations onto a single core banking platform, a process culminating in the migration of 10 million customers and 19.5 million accounts in California. This massive transition, executed over two weekends, retired 110 legacy applications and removed approximately 200 non-standard products while adhering to a "rebuild, replace, and reduce" modernization framework. The organization now focuses on shifting from legacy maintenance to future growth through mobile-first solutions, advanced AI analytics, and a revised talent acquisition strategy prioritizing problem-solving skills over specific programming languages.