Latest Interviews
Showing 16–30 of 30 transcripts.
Clear all filters- Bank of America23 min
Lessons in Leadership: Holly O’Neill & Former Bank of America Vice Chair Anne Finucane
Former Bank of America Vice Chair Anne Finucane, who retired in late 2021 after pioneering the bank's sustainable finance strategies, now serves as Chair of Rubicon Carbon to advance rigorous carbon offset solutions alongside former EPA head Gina McCarthy. Her leadership journey, which spans local government, broadcasting, and global banking, emphasizes distilling complex issues and combining capitalism with scientific rigor to fund clean energy in emerging markets. Finucane applies this experience to advocate for social justice and climate action in 2024, leveraging her network to drive private capital toward global challenges while promoting humble, listening-based leadership.
- Bank of America23 min
Leadership Lessons with Cradles to Crayons’ Lynn Margherio
Lynn Margherio, Dean Athanasia
Founded by Lynn Magirio over two decades ago, Cradles to Crayons operates a volunteer-powered network of five "Giving Factories" to distribute clothing and essential items to 20 million children facing clothing insecurity across the United States. The organization has facilitated more than 4.5 million packages for families and agencies by leveraging a unique supply-demand model that transforms donated goods into dignified resources for over one million volunteers. Serving as a core component of a leadership series exploring philanthropy and business, the nonprofit continues to expand its reach while fostering a culture of diversity, equity, and inclusion driven by both corporate partners and youth ambassadors.
- Bank of America19 min
Serving Up Customer Experiences: Holly O’Neill & Dunkin’ President Scott Murphy
Dunkin' maintains its position as the global leader in hot drip coffee and donut sales by executing a strategy of heavy store remodels, rapid digital innovation, and a relaunch of its "Dunkin' Rewards" loyalty program under President Scott Murphy. The brand achieved significant market penetration and sales spikes through high-profile campaigns like the 2024 Super Bowl spot with Ben Affleck and Jennifer Lopez, while successfully pivoting product development to include popular items like avocado toast and "Dunkin' Refreshers." Additionally, Dunkin' leverages strategic partnerships, such as a collaboration with Bank of America for student rush support, and community initiatives like National Donut Day fundraising to drive operational efficiency and brand loyalty across its 5,000 international locations.
- Bank of America31 min
Focusing on Financial Health: Holly O’Neill & Financial Health Network CEO Jennifer Tescher
Holly O’Neill, Jennifer Tescher, Sharon Miller
Bank of America leaders Holly O'Neill and Sharon Miller joined Jennifer Tescher of the Financial Health Network in Chicago to discuss critical trends in consumer stability and small business resilience. Tescher highlighted a recent decline in national financial health and significant demographic disparities, while Miller's Small Business Owner's Report revealed that over 70% of owners plan to grow despite inflation and noted that Black-owned businesses are the fastest-growing segment. The dialogue underscored institutional shifts toward holistic customer support, with Bank of America leveraging leadership commitment and data-driven strategies to address these challenges.
- Bank of America26 min
Changing the Game: Holly O’Neill & CVS Health Chief Customer Officer Michelle Peluso
Holly O’Neill, Michelle Peluso, Telebah Woods, Taliba Woods
In the inaugural "Game Changers" episode, Bank of America's Holly O'Neill interviews CVS Health's Michelle Peluso to explore a customer-centric leadership philosophy built on a "learn-it-all" mindset and the integration of high-tech and high-touch strategies. Peluso details how CVS Health addresses the U.S. mental health crisis by combining virtual and physical care while citing Nike and Chewy as benchmarks for innovation and emotional connection in retail. Complementing this business discussion, a separate segment features Taliba Woods, who highlights the critical role of homeownership in generational wealth creation and shares her journey advancing financial literacy within multicultural communities.
- Bank of America26 min
Small Business Financing Tips for 2017: Banks, Family and Additional Resources
Carol Roth, David Burch, Steve Strauss, Gerri Detweiler
Addressing the financing needs of over 50% of U.S. small business owners planning growth, experts including David Burch of Bank of America and Steve Strauss outline strategies to navigate traditional lending and family funding. The presentation details the critical preparation required for the "Three Cs" of credit, emphasizing accurate financial reporting and formal contracts to mitigate relationship risks with family investors. Panelists further advocate for leveraging free advisory networks like SCORE and SBDCs to build robust capital reserves before crises occur, ensuring businesses can transition from informal financing to institutional support.
- 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 America34 min
Spotlight on Issues Affecting Women Entrepreneurs
Carol Roth, Maisha Walker, Erin Andrew, Elizabeth Romero
A joint panel featuring SBA officials and Bank of America representatives highlighted the rapid growth of women-owned businesses, which generate over $1 trillion in annual sales, while addressing persistent barriers such as unequal access to capital and the "glass ceiling." The event detailed strategic initiatives like the SBA's revised underwriting and the "Blink" platform designed to bridge financing gaps, alongside actionable advice on early relationship building with financial institutions and leveraging mentorship networks. Despite historical challenges in federal contracting and supply chain access, the discussion projected continued economic growth driven by women's entrepreneurship and their significant share of U.S. purchasing power.
- Bank of America23 min
Strategies for Navigating the Hiring Process
Carol Roth, Jon Dowst, Stephanie Bevegni, Steve Strauss
Based on Bank of America data, small business owners prioritize unteachable traits like work ethic and cultural fit over formal education when leveraging referrals, job boards, and social networks to recruit talent. To ensure alignment and mitigate legal risks, hiring managers employ behavioral questioning and reference checks while carefully distinguishing between full-time employees and independent contractors. This strategy capitalizes on the growing millennial preference for smaller organizations by offering personal interaction and professional development to secure high-quality, long-term staff.
- 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 America22 min
The Evolving Small Business Workplace: How to Adapt for the Future to Recruit, Retain, and Optimi...
Carol Roth, Rob Hilson, Alexandra Levitt, Steve Strauss
Bank of America's Fall Small Business Center Report reveals that 72% of small business owners anticipate growth next year, driving a strategic shift toward hiring Millennials while Baby Boomers retire. Experts advise entrepreneurs to mitigate these expansions through standardized interview processes, revenue guarantees, and the cautious integration of technology that aligns with specific team needs. Successful retention now depends on fostering cognitive diversity and offering tailored perks like telecommuting, ensuring employees feel valued rather than merely incentivized.
- Bank of America35 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.
- 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.
- Bank of America34 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.
- Bank of America9 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.