Latest Interviews
Showing 121–125 of 125 transcripts.
Clear all filters- Bank of America24 min
Rewarding Employees & Giving Back to Your Local Community
Carol Roth, Sharon Miller, Steve Strauss, Cali Williams Yost
This analysis of the 2016 Bank of America Small Business Owner Report reveals that post-election optimism has surged as entrepreneurs leverage flexibility and community engagement to enhance employee retention and local economic stability. Key figures including Steve Strauss, Sharon Miller, and Callie Williams-Yost outline strategic resolutions for 2017 that emphasize diversifying profit centers, formalizing remote work policies, and establishing long-term charitable partnerships to drive sustainable growth. The event underscores that balancing operational adaptability with personal well-being is essential for small businesses navigating an uncertain economic landscape.
- Bank of America21 min
2016 Tax Season: What small business owners need to know
Carol Roth, David Solis, Ebong Eka, Steve Strauss
Small business owners are advised to avoid DIY tax preparation and instead cultivate a year-round professional team of CPAs and financial advisors to ensure compliance and optimize financial outcomes. This strategic approach integrates automated record-keeping with real-time collaboration to navigate complex 2015 regulatory shifts, including the Affordable Care Act's employer mandate reduction and revised IRS contribution limits. By treating tax planning as a continuous process rather than an annual event, businesses can prevent costly penalties, secure necessary capital, and leverage significant deductions like the $2 million Section 179 equipment allowance.
- Bank of America30 min
Small Business Lending: Navigating the Current Environment
Carol Roth, Joe DiNicola, Barbara Weltman, Steve Strauss
Bank of America and expert panelists Steve Strauss, Joe DiNicola, and Barbara Weltman discuss how small business owners can leverage favorable financing conditions by maintaining strong FICO scores and demonstrating two years of positive financial trends to negotiate better terms. The event advises entrepreneurs to strategically blend traditional bank loans with alternative sources like crowdfunding while strictly avoiding predatory lenders by adhering to the Responsible Business Lending Coalition's Bill of Rights. Finally, the panel emphasizes that securing capital requires early banker relationships, accurate financial forecasting, and a clear growth plan to ensure borrowed funds drive business expansion rather than creating a debt spiral.
- Goldman Sachs21 min
MBA 101: Navigating Industries, Careers and Beyond: Google Hangout
Goldman Sachs representatives Pierre, Sabrina, and Nate moderated a panel discussing MBA recruiting strategies, emphasizing that academic excellence and genuine passion are critical for differentiation in Investment Banking and Private Wealth Management. The speakers advised treating the hiring process as a marathon that prioritizes deep connections over high-volume networking while utilizing career services to navigate off-campus opportunities. They further detailed how the firm supports a sustainable work-life balance by integrating community engagement and mentorship into demanding professional roles.
- Bank of America32 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.