760: In a panel from our February Metis Strategy Digital Symposium, Michelle and Marco speak with Metis Strategy’s Steven Norton about cultivating an enterprise mindset. Tune in to hear how both executives drive enterprise alignment, recruit talent with an enterprise mindset, and develop that talent through reskilling and upskilling efforts.
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758: Our latest episode comes from our February Metis Strategy Digital Symposium on the topic of becoming an AI company with Katia Walsh, Chief Global Strategy and Artificial Intelligence Officer of Levi Strauss & Co., and George Brady, Chief Information Officer of loanDepot. Katia describes the strategies she used to introduce the mindset of artificial intelligence at Levi’s and how she deployed the technology at the company. George similarly describes how he deployed AI at his organization, the use cases he sees for ChatGPT, and how he reskilled talent at Capital One to accommodate AI initiatives.
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756: Rob and Mark join our host Peter on a panel at our February Metis Strategy Digital Symposium on the topic of the technology leader’s expanding operational purview. Rob shares his experience across the CIO, COO, and co-CEO roles he has held at Cenlar, the skills he found were necessary to succeed in those roles, and the advantage of developing a relationship with the board of directors. Mark discusses his transition from COO to CIO during ICE’s massive growth, insights from the M&A integrations he led that contributed to that growth, and the combination of technology and operations in his COO that pushed him toward taking the CIO role.
754: Our broadcast today comes from our February Metis Strategy Digital Symposium on the topic of talent’s role in making transformations stick featuring Sastry Durvasula, Chief Information & Client Services Officer of TIAA, and Ramon Richards, CIO of Fannie Mae. Sastry shares how talent plays a key role in TIAA’s six strategic pillars and how he is upskilling his team to operate within this new virtual normal. Ramon discusses how he energizes talent in order to accelerate transformation and approaches the topic of talent retention at Fannie Mae. Both executives also give their perspectives on the importance of diversity, equity, and inclusion as well as how the advancement of technologies like AI and ChatGPT will impact the business in the future.
748: Amy joins Peter in a discussion about leading IT at the Cleveland-based regional bank and training talent in both operations and technology. With over a decade of experience at KeyBank, Amy shares her insights on leading digital transformation initiatives and building an end-to-end digital experience for both customers and employees. She also covers the importance of collaboration with the business to understand operational needs and build the digital literacy of non-tech-focused talent. Amy describes her pathway to board membership, provides valuable advice for those looking to develop critical skills to become “board-ready”, and reveals how she keeps up-to-date with emerging technology trends. Tune in to this episode for an informative conversation with Amy on her expansive purview and the keys to her continued career success.
742: Guido joins Peter on the broadcast to speak about the innovation he is driving at the company and what the future of decentralized finance looks like. Guido explains his expansive purview in his role, the structure of IT at the company, and the emerging technologies he is leveraging to enhance business capabilities. He talks about co-innovating with clients and business partners, rethinking the use cases for crypto and blockchain, and expanding the metaverse concept through the payments industry. Finally, Guido talks about other trends in technology that are on his radar and the keys to his career success.
738: Michael discusses the cultural shift that was necessary at the company to drive forward its digital transformation. He covers the way technology is structured at the bank, how he has built his team, and where he focused his modernization efforts. As a part of this modernization, Mike talks about the talent part of the transition and moving towards an engineering culture with a build mindset. He also talks about his involvement with startup accelerator 43North, the experience he gained at Capital One, and the learnings he brought to M&T. Finally, he reflects on his career and the future ahead for technology.
736: David joins the broadcast to talk about his latest book How to Invest: Masters on the Craft and the common traits he found among the investors he profiled in the book. He shares anecdotes of his early investment misses, how they led to his future successes, and the reason he always chooses good work ethic over high IQ when hiring prospective employees. David contends that investors often think against the grain and explains why this acceptance of higher risk is critical to the success of these titans of finance. He also sees younger people as being key indicators of successful investments as they drive the technology of future generations. Finally, David reflects on his “patriotic philanthropy” and looks ahead at trends in politics, economics, and the future of cryptocurrency.
727: Paul Heller and Kendall Kowalski, CTO/COO and CIO of Huntington Bancshares respectively, discuss their collaboration over their careers, the responsibilities that fall under each of their purviews at Huntington, and how they have organized their teams. They also speak about the core modernization effort that they are both driving at Huntington, the transformation office that they have set up to drive the digitization of the customer experience, and the key components behind the successful M&A integrations that they have led, among other topics.
725: Marco discusses his journey from one of the premier digital native organizations and applying his learnings from that experience to one of the older and more storied investment banks. He provides a thumbnail sketch of Goldman Sachs’ long history and how the company’s scale is actually an advantage to its digital transformation. Marco also talks about coming from a background outside of financial services, building credibility within Goldman Sachs, and leveraging his time at AWS to build the B2C business within the organization. Finally, Marco dissects the necessary ingredients in becoming a more nimble enterprise, reflects on the keys to his career success, and talks about his passion for music.
