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In Good Companies

In Good Companies

Author: Cadence Bank

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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge–and insights from noted industry experts–to guide you through the forces shaping business today.

It’s hosted by Patrick Pacheco, an EVP and President of Cadence Asset Management and Trust, who has more than 25 years’ experience and is a self-proclaimed lifelong learner. He leads discussions with business owners and subject matter experts about how they’re tackling business challenges like:

● What are ways to grow my business without growing my debt?
● How can I turn my data into meaningful information?
● Why is company culture more important than ever?

It’s information you need, in one place, in under 30 minutes. More than 250,000 listeners tune in each week. Shouldn’t you?

ABOUT OUR HOST
With more than 25 years’ experience in wealth management for business clients and a penchant for hosting, Patrick Pacheco is an EVP and president of Cadence Asset Management and Trust, and presenter of the bank’s In Good Companies podcast, now in its fourth season.
His background features years of legal practice and multiple degrees, including a Master of Taxation from University of Houston, a law degree from Southern Methodist University, and both a Master of Business Administration and Bachelor of Science in Economics from University of Texas at Arlington.
Pacheco describes himself as a lifelong learner and someone who loves asking questions–probably the ones you’re thinking about too. He’s especially excited about season four because of the diversity of topics and guests who will not only share their wealth of knowledge, but listeners will also get tips and tricks they can use in their own businesses, careers and professional lives.
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We've only been gone for a few weeks, but at Cadence Bank, we miss our weekly dose of In Good Companies. But! We’ve got some exciting news. We will soon return for our fifth season. So mark your calendars: fresh new episodes of In Good Companies are coming to your feed in March 2024. We have lined up some amazing guests to dive into top business topics like: digital security, crisis management, leadership trends, and remapping our workplaces… Together, we’ll unlock success, one episode at a time. So, ready to get back into the world of In Good Companies? Then subscribe to never miss an episode. 
Happy New Year! 2024 is here, and, as is our tradition, our team celebrates bringing good companies forward. So to close season four, we welcome back some well-loved guests to talk about one of our favorite topics: how to lead with integrity. Consider this your all-in-one guide to business leadership. This episode features a variety of short clips where our guests share their depth of experience to help you learn how to communicate better, take challenges in stride and land on winning strategies. We will see that effective leadership is bolstered by a human approach and that it always starts with vulnerability and collaboration. And of course, you will hear from leaders who did everything wrong, before finding their way. Get ready to get inspired, with our fantastic guests: Mohammad Anwar, the loving CEO of Softway; Anna Catalano, an impressive advisor and board director with 40 years of experience in corporate leadership; Dr. Marcus Collins, a powerful speaker and expert in culture and marketing; the wise and inspiring Craig Flowers, an Army veteran and the founder of Sideline Leadership; and born-to lead, former Super Bowl champion, Keith Jackson Sr. To hear more from them, find their individual episodes linked below.Let’s wrap up season 4 together, and be ready to lead our companies into the new year!Highlights:How Craig Flowers earned his stripes as a leader (1:54)Craig’s definition of leadership (3:39)Mohammad Anwar: from bad boss, to loving CEO (5:48)The leadership strategy that changed the game (8:57)Love as a plan of action (11:12)The Holmgren way: Keith Jackson Sr. on coaching and teamwork (13:43)Finding mentors at every stage of your career (15:40)The art of communication, with Dr Marcus Collins (19:22)When leading with empathy takes practice (21:24)Diversity and decision making, with Anna Catalano (23:36)The importance of board refreshment (26:09)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInCraig Flowers LinkedInMohammad Anwar LinkedInKeith Jackson WebsiteMarcus Collins WebsiteMarcus Collins LinkedInAnna Catalano’s WebsiteAnna Catalano’s LinkedInPast Episodes:Craig Flowers: “Know, Care, Challenge: The Keys to Talent Retention”Craig Flowers: “Several Habits of Effective Leaders”Keith Jackson Sr: “Leadership, with Super Bowl Champion Keith Jackson”Mohammad Anwar: “All You Need Is Love: the origins of “Love as a Business Strategy”Mohammad Anwar: “Everlasting Love: Sustaining a Culture of Love”Dr Marcus Collins: “Nurture your Culture: Dr Marcus Collins on the Power of Culture in Business”Dr Marcus Collins: “Under the Influence: Learning Marketing Strategy from Pop Culture”Anna Catalano: “All Aboard: Anna Catalano on Gender and Diversity on Boards” If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
New year, new you, same great podcast. We are back this week with another fan-favorite episode, which is our way of wrapping up the holidays and starting the new year on a high note!This week, meet (again) Jennifer McNorton, senior director of talent attraction at Indeed, one of the most popular job sites in the world. Jenn is in charge of sourcing and recruiting for leadership positions at Indeed. But she doesn’t just manage hiring at a top tech company. From her vantage point, she sees talent acquisition trends across the economy. So in this episode, we explore the macro view of talent acquisition: how the workforce has evolved and why companies are competing for talent like never before. Hear how you can differentiate your business and offer what jobseekers value most.Highlights:What is “talent attraction”? (1:37)The three key hiring battles (2:18)The biggest misconception about talent attraction (4:08)The value of proactive differentiation (6:05)How small & medium businesses can compete with fewer resources (9:06)The benefits and perks that jobseekers value most (10:47)These trends are here to stay (13:43)Patrick summary (15:05)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInIndeed.comJennifer McNorton LinkedInIndeed.com LinkedInIndeed.com - Talent attraction resourcesIndeed.com - Build Awareness for Your Brand—and Jumpstart Your Recruitment and HiringIndeed.com - Enhance Your Employer Brand: 4 Factors to Focus OnIndeed.com - Navigating the US Labor Market in 2022Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
We wish you a very happy holiday season! Join us in revisiting a much loved episode from season three. It’s our gift to you to say thank you for being part of our In Good Companies community.This fan favorite episode asks: Are you thinking about selling a business? Or buying into a venture in the new year? Then you know that when it comes to dealing with the deal, both stakes and emotions are high. So, to help you navigate the opportunities ahead, we dive into the human element of mergers and acquisitions (M&A). What’s it like to sell your business? How do you manage change? What can you do to build trust?To answer these questions, we speak with two people who have experienced the whole spectrum of M&A transactions. The father and son team George & Joshua Robertson run GrowCo Capital, an investment firm based in Fort Worth, Texas. But before they were in venture capital, they ran their own businesses, including National HME. Hear the story of how George and Josh navigated the strategic partnership and eventual sale of their family business and the lessons they now bring to the buy-side. We’ll explore how to manage your emotions, communicate with employees and set a clear vision so that everyone can win. Grab some hot cocoa and join us for a season three greatest hit to learn how to “Deal with the Deal.” Highlights:The Robertsons’ family background (2:05)Planting the seeds for National HME (4:40)National HME: the early years (7:43)Why the Robertsons went looking for strategic partners (8:54)How they chose partners (10:02)Managing emotions (12:06)How George and Josh adapted to new partners (14:22)The golden nugget (16:41)Communicating with employees (18:03)Saying goodbye to the company you’ve built (19:23)Having values at your core (21:47)George and Josh on the buy-side (22:53)Using what they’ve learned (23:57)Channeling emotion towards a goal (26:13)MasVida Health and the future for the Robertsons (28:17)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInGrowCo CapitalGeorge Robertson LinkedInJoshua Robertson LinkedInMasVida HealthForbes - Emotions Matter When Selling Your CompanyHarvard Business Review - Dealing with the Emotional Fallout of Selling Your BusinessLinkedIn - What CEOs must do to lead successful mergers and acquisitionsFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
As a company, how long does it take to make it? The U.S. Bureau of Labor reports that 20% of companies go bust in their first two years. What’s more, only one-fifth make it past their 15th anniversary. But on In Good Companies, we’re hopeful. That’s why in this episode, we talk to Charlie Malouf, a leader who has seen it all, and came out the other end crowned with success. Charlie is the president and CEO of Broad River Retail, a home furnishings retailer and licensee of Ashley Stores. Over the past two decades, what was once a three-store licensee has become a fast-growing top 100 retailer, with 31 locations and more than 800 employees. As for Charlie, his innovative vision and his impact on the local community have made him one of Charlotte, North Carolina’s Most Admired CEOs. In this episode, Charlie shows us that in business, trials and tribulations can still lead to a perfect moment. Together, we talk about taking strategic leaps of faith, reframing failure as a data point and using creative reinvention to your advantage. We unpack how a focus on human capital can carry your company through the toughest times, and you will see that with a powerful vision, you can break new ground and create abundance for everyone. So tune in with Patrick and Charlie, to hear the tale of an overnight success, twenty years in the making.Highlights:●      Introducing Broad River Retail (2:21)●      When Charlie joined Broad River: the story of a leap of faith (34:39)●      Risk-taking as an opportunity to learn (5:54)●      When a business breaks all of its bones (7:23)●      Creative Destruction 101 (9:11)●      Reframing failure as a data point (11:13)●      From “Human Resources” to “Human Capital” (13:01)●      Changing the rules of the retail industry (15:09)●      Restructuring during Covid-19 (17:00)●      Coming out of the pandemic with positive momentum (20:51)●      How Broad River Retail is doing today (22:37)●      A podcast in a podcast - introducing Stories from the River (25:14)●      The importance of sharing abundance with your community (28:40)●      Charlie’s proudest achievements (30:39)Links:●      Cadence Bank Website●      Cadence Bank Twitter●      Cadence Bank LinkedIn●      Charlie Malouf LinkedIn●      Charlie Malouf Twitter●      Broad River Retail Website●      Broad River Retail LinkedIn●      Broad River Retail Podcast - "Stories from the River"●      Statistics - “Why Young Businesses Fail” If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
Information brings us food for thought. It grounds a lot of our discussions, and perhaps, most importantly, it gives our work direction and purpose. This is why on this podcast, we bring you expert guests and start every episode with a little bit of data! A recent survey by Deloitte finds that 83% of business leaders believe leveraging human data can reap benefits for both their organization and their workers. But only 19% feel equipped to start this work. So how do you bridge that gap? We find out, with Mike Lanciano and James Chapman, engineering executives from Clarity Innovations.Clarity Innovations is a firm that connects people with accessible digital services and cutting-edge data solutions. From government to commercial organizations, they have helped clients tap into the power of data. In today’s episode, Mike and James reveal how to forage information inside our companies and put it to good use. They show us how data can improve our processes, our products, and our business culture if only we ask the right questions. They also unpack key concepts like “unstructured data,” and debunk the big fears around Artificial Intelligence to help us navigate a whole new world of technology! Get started on your data journey with Patrick, Mike, and James. They’ll make you a little more tech-savvy today. Highlights: Defining “data intelligence” (2:05)What a data management solution looks like (3:11)Why cybersecurity matters (5:23)Looking for data in every corner of your business (6:24)How Clarity Innovations manages their data in-house (8:23)Finding data solution through experiment (12:34)What does bad data look like? (15:03)Asking the right questions, to find the right data (16:38)Mastering the art of “proximal objectives” (18:14)Taking caution with Artificial Intelligence (20:19)How to outsmart your AI tools (22:30)Debunking the bias question (24:18)Final advice from James and Mike (27:55)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInClarity Innovations WebsiteClarity Innovations LinkedInClarity Innovations FacebookMike Lanciano LinkedInJames Chapman LinkedInDeloitte on Data in Business - “2023 Global Human Capital Trends” If you have questions about the show or topics you'd like discussed in future episodes, email our producers,Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
In 2023, beer became the most popular alcoholic drink in the U. S., with a market estimated at $74 billion. So perhaps it’s no surprise that in recent years an increasing number of businesses have taken to the keg. A recent article by The Conversation reports that since 2015 the number of American craft breweries have doubled. This rise in popularity is in part explained by craft beer’s power to foster community, which is greater than any of its corporate competitors. To understand this phenomenon, we speak with Kaitlynn and Nate Kressin, owners of Just Tap’d and Fall Line Brewery.Nate and Kaitlynn are partners in business and life. Together, they've built three craft beer establishments in their beloved city of Macon, Georgia. Today, the pair runs a lively taproom and restaurant, and a brewery where they craft their products in-house and host local events. From opening their first storefront to distributing beer across the entire state of Georgia, they have built their thriving multi-shop business on love, teamwork and community. Today, the Kressins tell us how they have made all their craft beer dreams come true. They shine a spotlight on their homemade business strategy; revealing what to look for in a business partner, how to overcome the challenges of entrepreneurship, what a local community can do for your company… And of course, they share their secret to a good pint.Get ready for an episode brewed with love, and hop on the beer wagon with Patrick, Kaitlynn and Nate!Highlights:Opening Just Tap’d and Nate’s journey into craft beer (2:06)When Nate meets Kaitlynn: building a partnership (4:02)Marriage and business as a juggling act (7:02)Strategies to design professional and personal spaces (9:13)In business together, for better or for worse! (11:12)Launching Fall Line Brewery Co in the heart of the Covid-19 pandemic (13:48)Adapting to challenges: new distribution strategies (15:14)Looking at Fall Line Brewery Co today (17:01)How to make good beer with Nate Kressin (19:04)Role models and team building in business ownership (21:27)Community engagement with Kaitlynn Kressin (23:37)The Kressins’ impact on the local economy (25:14)Championing Macon beyond its borders (27:14)Community and adaptability: the pillars of a local success (29:07)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInFall Line Brewery Co. WebsiteFall Line Brewery Co. InstagramFall Line Brewery Co FacebookJust Tap’d WebsiteJust Tap’d  InstagramJust Tap’d FacebookKaitlynn Kressin’s LinkedInThe Conversation - “Why craft beer fosters better communities than its competitors”Statistica - Beer Market Statistics in the United StatesIf you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
Think about something you learned recently. Whether it is a scientific finding, a fun fact, a historical event or something else, there is probably a great story behind it. Research by the London School of Business shows that most people only retain 5%-10% of the information they're given when presented with facts and figures. But fold the same data into a story, and your audience will remember 70% of it. So it seems that storytelling is a potent tool. In fact, according to our guest Esther Choy, it can change the way we do business.Esther is the Founder, CEO and Chief Story Facilitator of Leadership Story Lab. With her firm, she uses design thinking to help businesses sharpen their identity, build their own leadership narrative and connect with audiences in meaningful ways. Since 2010, she has been working with companies across various industries, including healthcare, tech and manufacturing. In today’s episode, Esther tells us how the science of persuasion and the art of storytelling can help leaders gain a competitive moat. You’ll learn how to find stories inside your business and what to do with the great material at your disposal. Listen until the end of the episode to hear Esther in practice: you will hear what great storytelling sounds like, and get to know our very own host, Patrick Pacheco, a little bit better.So join us in conversation with Esther and Patrick today, and live to tell the tale! Highlights:Esther’s experience with leadership storytelling (2:15)Storytelling as a tool for persuasion (5:11) An example of storytelling in political leadership (7:29) Discussing vulnerability in leadership (10:35)Storytelling as a whole brain experience (13:44)The importance of a “conceptual core” (15:18)IRS: Intriguing beginning, Riveting middle, Satisfying end (17:02)Learning from other storytellers (19:45)In practice: when Esther asks the questions (21:38) In practice: introducing Patrick Pacheco (27:38)When the specific represents the universal (31:20) Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInLeadership Story Lab WebsiteLeadership Story Lab TwitterLeadership Story Lab InstagramLeadership Story Lab YouTubeLeadership Story Lab LinkedInEsther Choy’s LinkedInStorytelling Statistics: Why Marketing Storytelling Works So WellIf you have questions about the show or topics you'd like discussed in future episodes, email our producers,Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
'Tis the season to be thankful! While our team takes a short holiday break, we’re bringing back a fan favorite episode from last season. It's our way of saying thank you for making “In Good Companies” a success. So together, let’s revisit a conversation that got us thinking about what it means to champion diversity in entrepreneurship. Because when in business, we all need a helping hand to reach our true potential. That’s especially true for those from underserved communities. So how do we empower entrepreneurs? What can we give them, and what do they have to do for themselves?To find out, we speak with John Hope Bryant, an accomplished entrepreneur himself. John’s been called “The Conscience of Capitalism,” advising three sitting U.S. presidents and was named one of Time Magazine’s “50 Leaders for the Future.” His nonprofit, Operation HOPE, is the largest nonprofit provider of financial literacy, inclusion, and economic empowerment tools in the United States.Having built his own path in entrepreneurship, John knows the barriers that minority business owners face. So in this episode, we hear what John has learned from his journey, the challenges and opportunities of minority entrepreneurship and Operation HOPE’s “One Million Black Businesses” initiative. We’ll cover how to build networks, capital, and belief in budding entrepreneurs.Listen in to hear Patrick and our powerhouse guest, John Hope Bryant, discuss empowering entrepreneurs with hope.Highlights:Introduction to Operation HOPE (1:47)How entrepreneurship changed John’s life (3:59)Enterprise can create generational wealth (5:48)John’s first business at 10 years old (7:21)How the Rodney King riots changed John’s perspective (10:06)The origins of Operation HOPE (11:15)Barriers to entrepreneurship (12:28)Never give up (12:51)Empowering entrepreneurs with belief (14:28)Helping an entrepreneur build their network (16:20)One  Million Black Businesses (19:30)How entrepreneurs can empower themselves (21:47)“Just do something” (23:20)The 3rd Reconstruction (24:45)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInOperation HOPEJohn Hope Bryant HoldingsJohn Hope Bryant LinkedInJohn Hope Bryant - BooksOperation HOPE - 1 Million Black BusinessesOperation HOPE - Small Business DevelopmentCadence Bank - SBA LoansInc. Magazine - How to Empower Underrepresented EntrepreneursForbes - Eight Ways to Support Your Fellow EntrepreneursFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com. 
According to the national census, there are 16.2 million veterans in the U. S., with over 4 million under the age of 55 years old. Many come back from deployment with a whole life ahead of them, and savings ripe for investment. So where does this new life begin? Our guests today will show you the way. In honor of Veterans Day, this week, we welcome LDR Growth Partners to the podcast. This veteran-founded, people-focused investment firm was built from the ground up over the last decade. Today, we learn from those who made LDR’s success: Rich Sexton and Will Brame. Rich co-founded the firm in 2013, with two fellow veterans, after seven years of service overseas as an Airborne Ranger and an Infantry Officer. Meanwhile, Will’s background is in finance; he worked at JP Morgan for over a decade, before joining LDR as a partner in 2015.In this episode, Rich and Will give us a lesson in business ownership. They look back on the early days of LDR and its inception in Casper, Wyoming, to reveal how they found their space in the market. With touching authenticity, they discuss their passion for family-owned businesses. They show us how they collaborate with the companies they acquire, and bring their focus on people, first and foremost. And you will hear it at every turn: military leadership continues to inform their business philosophy today. So join Patrick, Rich and Will on the front line, for a story of grit that will leave you inspired!  Highlights:Rich’s story of grit: the origins of LDR Growth Partners (1:56)The deal that put LDR on the map  (3:37)Finding a competitive edge between Casper and New York (5:48)Will’s story of grit: from the trading floor to private equity (7:15)Finding a niche with family-owned business (9:49)Every Partner plays their part (11:36)Why carrying a legacy is important (13:48)Understanding who you are working with (15:05)The untapped potential of manufacturing companies (18:08)Military leadership as a business philosophy (20:36)A roadmap to internal restructuring (23:28)How to bring in new leadership (25:09)“No plan survives first contact” (26:06)Collaboration at the heart of LDR (28:11)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInLDR Growth Partners WebsiteLDR Growth Partners LinkedInRich Sexton’s LinkedInWill Brame’s LinkedInStatistics - “U.S. Veterans 2021, by age and gender”If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
If you've been listening to In Good Companies for a while, you know that sometimes we like to shake things up. In this episode, we bring back a special guest, Dr Marcus Collins.Remember Marcus? He is a culture expert, marketing professor and author of the best-selling book “For the Culture”. He joined us in a previous episode to talk about the power of culture in building business strategy. If you haven’t listened to it yet, you should check it out!Marcus is an inspiring speaker, and he had a depth of knowledge to share on culture. So today, he is back in for more. In this bonus episode, Marcus pulls back the curtain on influential strategies we can find in pop culture, every day! Marcus looks back on his background in the music industry and shares what he has learned from influential personalities like Beyoncé, or Taylor Swift. Together, we dive further into the makeup of fandoms, to understand the power of community-building. So once more, join Patrick and Marcus in conversation, and remember: we are all influential! Highlights:A refresher: why culture matters in business (1:43)Marcus’s background in the music industry (2:43)The power of fandom (5:23)Are influencers actually influential? (8:54)Breaking down the Taylor Swift effect (10:57)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInMarcus Collins WebsiteMarcus Collins TwitterMarcus Collins LinkedInMarcus Collins InstagramMarcus Collins’s book - “For the Culture”If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
A recent Deloitte survey shows that our professional expectations have shifted in the past decade. In 2023, our youngest workers want jobs aligned with their values, where they have a purpose and find a sense of belonging. Increasingly, our workforce looks for good company culture, first and foremost. So how does culture drive strategy? And how can it help your business thrive? We ask Dr. Marcus Collins, an award-winning marketer, professor and author of the best-selling book “For the Culture”.Culture is the cornerstone of Marcus’s career. Back in 2009, he worked in the music industry, running digital strategy for Beyoncé. He then made a name in advertising; working with agencies like Doner, or Wieden+Kennedy. In the field, he saw firsthand how culture lifts business; so he continued to study it with a doctorate at Temple University. In this episode, he gives us a crash course.  Marcus will define what culture means, and share his best advice to turn identity into power. We’ll see how culture can help companies reach their community, and find new talents too. Finally, Marcus will explain how to handle cultural questions responsibly, by staying mindful of other perceptions.Join Marcus and Patrick for a fascinating and energetic conversation. And find out today how culture shapes the company you keep. Highlights:A deceptively simple concept (2:01)Finding a working definition for “culture” (4:07)Culture as a measurement of normality (6:43)When culture and marketing go hand in hand (7:50)Influencing people who see the world our way (9:24)How culture transforms a job into a calling (10:39)Culture for recruitment: a successful example (13:55)Tuning into other people’s perspectives (17:27)How emotion interacts with judgment (19:21)Benefits of activating your base (22:12)The problem with being normal (24:56)Using culture for good (26:21)Intentions, perspectives, and outcomes (28:04)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInMarcus Collins WebsiteMarcus Collins TwitterMarcus Collins LinkedInMarcus Collins InstagramMarcus Collins’s book - “For the Culture”Deloitte - "The Deloitte Global 2023 Gen Z and Millennial Survey"If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
Listener warning: This podcast includes discussions of school shootings and trauma, which may be distressing for some listeners.A recent survey from the National Center for Education Statistics reports that two-thirds of American public schools now control visitor access to their school grounds. This includes getting equipment, hiring staff and implementing crisis plans. So, who designs these systems? We will find out today, with David Rogers from Raptor Technologies.Raptor Technologies is the U.S. leader in school security software. Once a family-owned business, Raptor now works with 37, 000 schools across the country. That’s thanks in part to David Rogers, their chief marketing officer. After 20 years in high-tech marketing, David has touched on everything from software development to fintech. In this episode, he shares how technology can make schools safer, and why this work needs to happen now. With a passion that is nothing short of inspiring, David draws lessons from Raptor’s success: from its humble beginnings in Houston, Texas, to its recent venture in global markets. He also tells us how safety management technology can help during an emergency; points out the importance of risk prevention; and reveals how school districts and families can get involved too. Because, at the end of the day, school safety is about creating a supportive network around our communities. So join Patrick and David today, and follow in Raptor’s steps to protect every school, every child, every day. Highlights:Raptor Technologies’ mission (2:27)The origins of Raptor Tech (4:25)Becoming market leaders (6:03)Why Raptor products stand out (8:13)How technology can help in an emergency (10:42)Prevent, prepare, respond, recover (12:30)Staff training at Raptor (14:29)Supporting employees’ mental health (15:54)What are common school safety risks? (17:29)Covid-19’s impact on young people’s mental health (19:14)From a reactive to a preventive society (21:03)Challenges within the public sector (23:11) How parents can support school safety management (25:29)Technology can make a difference (28:35)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInDavid Rogers LinkedInRaptor Technologies LinkedInRaptor Technologies WebsiteRaptor Technologies Twitter Raptor Technologies YouTubeNew York Times - “Panic Buttons, Classroom Locks: How Schools Have Boosted Security”If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
When picturing a board of directors, what comes to mind? Men in suits sitting around a table? Well, you are not to blame. In 2023, women hold only 28% of board seats in the Russell 3000. So how are companies making efforts to diversify their leadership? How can established directors lift up people who haven’t always had their seat at the table? What is the benefit of seeing more diversity in the boardroom? Anna Catalano is well-placed to know. Over the last 20 years, Anna has perfected the art of board governance and sat on a dozen public boards. Fortune magazine named her one of the most powerful women in international business, which is no understatement. In recent years, she has become a prominent voice advocating for diversity and board refreshment in corporate leadership. Together, we will talk about leadership and representation; the key functions of a board of directors today. We will also weigh up the challenges awaiting women in business, and think about how boards can make space for new talents. Looking back on her career, Anna will revisit her most formative experiences; from unconscious bias, to bold career turns, her story is as inspiring as it is insightful.Push the doors of the boardroom open with Patrick and Anna… And you will find that change is underway.Highlights:What a board of directors does (2:38)Improving diversity around the table (4:13)How directors are recruited (5:49)Reconciling diversity and meritocracy (8:09)Handling unconscious bias (10:08)The importance of interrogating assumptions (12:29)How board directors lift up new talents (14:23)Thoughts on board refreshments (16:02)How to get board-ready (18:39)Seizing new learning opportunities (22:23)Getting out of your comfort zone (24:08)Diversity to revisit the way things are done (26:21)What good leadership means to Anna (27:27)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInAnna’s WebsiteAnna’s Blog Anna’s LinkedInAnna’s TwitterAnna Catalano - “The Importance of Board Refreshment”Wall Street Journal - “Anna Catalano Is in The Room Where It Happens” Fortune - “Women hold a record number of corporate board seats. The bad news: It’s barely over 25%, and it’s slowing down.”If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
There is no P&L statement for well-being, but we all know a great team when we're on one. So, what’s the secret? How do leaders build a business culture where people feel good and work well together? How can companies make sure that their people show up every day as the best version of themselves? “With trust and connection,” says David Mead.  David is an international business speaker, leadership builder and co-author of the bestselling book Find Your Why. For a decade he has toured the world, advising over 300 companies across 21 countries on how to bring purpose to their business. In this episode, he tells us how humanity can drive a high-impact team. Together, we reflect on what makes a good experience in the workplace; we find out what great leaders have in common; and we consider the best ways to communicate and collaborate as a team. Plus, David shares his recipe for success, which boils down to three key ingredients: honesty, humility, and humanity.   So put your trust in David and Patrick, press play, and embark on a journey to make business better for everyone.  Highlights:·      The best job David ever had (2:26)·      What a healthy work culture looks like (4:28) ·      Towards a more human business (5:21) ·      Preventing isolation, driving innovation (7:25) ·      The attributes of a good leader (9:36) ·      Practicing Honesty, Humility, Humanity (11:32) ·      Honesty: delivering constructive feedback (14:15) ·      Humility: listening and taking responsibility (15:11) ·      Humanity: valuing people (18:56) ·      Reflecting on previous Leadership experience (21:21) ·      The impact of the Covid-19 pandemic (23:25) ·      In praise of simplicity (25:11)  Links:·       Cadence Bank Website·       Cadence Bank Twitter·       Cadence Bank LinkedIn·       David Mead’s Website·       David Mead’s LinkedIn·       Book- ‘Find Your Why’ by David Mead and Simon Sinek·       Gallup – Percent Who Feel Employer Cares About Their Wellbeing Plummets Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.
Often, the story of an entrepreneur is focused on exceptional individuals. But every entrepreneur knows that they can’t do it alone. We all need a helping hand to reach our true potential. That’s especially true for those from underserved communities. So how do we empower entrepreneurs? What can we give them, and what do they have to do for themselves?To find out, we spoke with John Hope Bryant, an exceptional individual himself. John’s been called “The Conscience of Capitalism,” advising  three sitting U.S. presidents, and was named one of Time Magazine’s “50 Leaders for the Future.” His nonprofit, Operation HOPE, is the largest nonprofit provider of financial literacy, inclusion, and economic empowerment tools in the United States.An entrepreneur himself, John knows the barriers that minority business owners face. So on this episode, we hear what John has learned from his journey, the challenges and opportunities of minority entrepreneurship and Operation HOPE’s “One Million Black Businesses” initiative. We’ll cover how to build networks, capital, and belief in budding entrepreneurs.Listen in to hear how our powerhouse guest empowers entrepreneurs with hope.Highlights:Introduction to Operation HOPE (1:47)How entrepreneurship changed John’s life (3:59)Enterprise can create generational wealth (5:48)John’s first business at 10 years old (7:21)How the Rodney King riots changed John’s perspective (10:06)The origins of Operation HOPE (11:15)Barriers to entrepreneurship (12:28)Never give up (12:51)Empowering entrepreneurs with belief (14:28)Helping an entrepreneur build their network (16:20)One  Million Black Businesses (19:30)How entrepreneurs can empower themselves (21:47)“Just do something” (23:20)The 3rd Reconstruction (24:45)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInOperation HOPEJohn Hope Bryant HoldingsJohn Hope Bryant LinkedInJohn Hope Bryant - BooksOperation HOPE - 1 Million Black BusinessesOperation HOPE - Small Business DevelopmentCadence Bank - SBA LoansInc. Magazine - How to Empower Underrepresented EntrepreneursForbes - Eight Ways to Support Your Fellow EntrepreneursFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.
Whether you’re selling a business or buying into one, it’s a big deal. And when the stakes get high, so do emotions. On this episode, we dive into the human element of mergers & acquisitions. What’s it like to sell your business? How do you navigate change? What can you do to build trust?Fortunately, we spoke with two people who have experienced the whole spectrum of M&A transactions. Father and son team George & Joshua Robertson run GrowCo Capital, an investment firm based out of Fort Worth, Texas. But before they were in venture capital, they ran their own businesses, including National HME. Hear the story of how George and Josh navigated the strategic partnership and eventual sale of their family business, and the lessons they now bring to the buy-side. We’ll explore how to manage your emotions, communicate with employees, and set a clear vision, so that everyone can win. So listen in and find out: how do you deal with the deal?Highlights:The Robertsons’ family background (2:05)Planting the seeds for National HME (4:40)National HME: the early years (7:43)Why the Robertsons went looking for strategic partners (8:54)How they chose partners (10:02)Managing emotions (12:06)How George and Josh adapted to new partners (14:22)The golden nugget (16:41)Communicating with employees (18:03)Saying goodbye to the company you’ve built (19:23)Having values at your core (21:47)George and Josh on the buy-side (22:53)Using what they’ve learned (23:57)Channeling emotion towards a goal (26:13)MasVida Health and the future for the Robertsons (28:17)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInGrowCo CapitalGeorge Robertson LinkedInJoshua Robertson LinkedInMasVida HealthForbes - Emotions Matter When Selling Your CompanyHarvard Business Review - Dealing with the Emotional Fallout of Selling Your BusinessLinkedIn - What CEOs must do to lead successful mergers and acquisitionsFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.
Whether it’s because of new leadership, exogenous shock, or a plain old rut, all companies eventually need to change. While there’s no single template for how to transform your business, you can learn a lot from those who have done it successfully; and there’s probably no better example than Jim Crane and the Houston Astros baseball franchise. When Jim bought the team in 2011, they were one of the worst teams in baseball. Over the course of the next decade, they became one of the most successful. Under Jim, the Astros have won two championships and become perennial contenders. They’ve also tripled their revenue. So how did he do it?On this episode, we’ll explore Jim’s approach to transformation: how he identifies problems, manages his teams, and creates partnerships with multiple stakeholders, all with an eye toward a winning culture. Find out the reason Jim took a hands-off approach to baseball operations and why he invested heavily in the Astros’ charitable foundation. Plus, how Jim applied the same formula to the PGA Tour’s Houston Open.When you transform your business, you have to cover your bases. So join us and get strategies that will help you right off the bat. Highlights:How Jim turned a $10,000 loan into $4B in revenue (1:56)Jim’s passion for sports (4:34)What Jim saw in the struggling Astros (6:02)Diagnosing the team’s biggest problem (7:04)The benefits of a hands-off approach (8:25)Creating a winning culture (11:23)The Community Leaders program and creating external partnerships  (12:59)The Astros become world champions (16:32)The Houston Open: A microcosm of Jim’s approach (17:49)To maintain your edge, you’ve got to keep working (21:02)How to apply these lessons to your business (22:21)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInJim Crane - Crane WorldwideCrane Worldwide Logistics WebsiteHouston Astros WebsiteAstros Foundation WebsiteHouston Open WebsiteMcKinsey - What is business transformation?Harvard Business Review - Four types of business transformationDeloitte - Six keys to business transformationFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.
Last week, Mohammad Anwar and Chris Pitre introduced us to the concept of “Love as a Business Strategy” and showed how beneficial it is to leaders. But leaders aren’t the only ones in a business. So, what does a culture of love bring to employees? The answer: a lot! They have just as much to gain from a culture of love as leaders do. Love as a business strategy empowers teams and makes them more efficient.While leaders are essential in implementing a culture of love, employees are key in sustaining one. So how do you make that happen? Well, it starts with hiring the right people–and they may not be who you expect. Once they’re in the door, you establish connections and make them feel secure–because when people feel safe they can be honest. “Honesty over Harmony” is one of the foundational tenets of Love as a Business Strategy. Honest communication cuts down on time; honest criticism leads to better products; and honest feedback opens the door to accountability.On this episode, you’ll hear all about how Mohammad and Chris encourage these behaviors and build them into their business; small changes that can make a culture of love much easier to maintain. So join us, as we explore the labor of love.Highlights:Defining Love as a Business Strategy (3:29)What leaders don’t understand about employees (5:02)Empowered employees (6:19)How a culture of love makes employees more efficient (7:08)Hiring: Culture add vs. culture fit (9:13)Hiring: Capability over competence (11:32)How Softway builds connections between employees (13:47)Creating a feeling of security in employees (15:30)Honesty over harmony (16:43)Silence is the biggest cost that’s not on your balance sheet (19:15)Culture vultures (21:00)Holding each other accountable (23:09)How a culture of love sets you up for the future (26:18)Seneca Leaders (28:57)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInMohammad Anwar LinkedInChris Pitre LinkedInSeneca LeadersLove as a Business Strategy - BookLove as a Business Strategy - Podcast Softway WebsiteCulture+ WebsiteFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.
How much better would the world be if everyone loved going to work? How much more engaged would we be? How much more efficient? That’s the vision of Mohammad Anwar and Chris Pitre (Softway & Culture+), two co-authors of the WSJ-bestseller Love as a Business Strategy. They want to revolutionize the way companies do business, by putting people at the center of every decision. But this idea didn’t come out of nowhere. It was born from the real-life transformation of their company, Softway. So on this episode, we’re telling that story: how a leader learned to love his team and, in doing so, transformed his company and himself.Mohammad founded Softway when he was 20 years old, and he’d grown the business to over 300 employees since its inception. But by 2015, the company had developed a toxic culture, and Mohammad was known for his unprofessional outbursts. With the business struggling, morale was low. Two weeks after Chris was hired, Softway laid off a third of its workforce by gathering them in a conference room and telling them all at once. Mohammad didn’t know if the business would last another month.But then he had a realization, and together he and Chris went on a journey to institute a “culture of love.” Through slow, quiet work, Mohammad changed his behaviors and made Softway a place that employees loved. Success soon followed. Now, they help other businesses change their own cultures. On this episode, we’ll explore the leader’s role in a culture of love: their responsibilities, behaviors and how they stand to benefit. So, join us, as we answer the question: “What’s love got to do with it?” Highlights:Meet Mohammad Anwar & Chris Pitre (1:12)What is “love as a business strategy”? (2:22)The origins of Softway (3:23)The infamous “Dirty fridge” email (5:44)Softway’s darkest day  (9:39)Why it’s hard to be a leader (12:02)Mohammad’s epiphany (15:07)Misconceptions about the culture of love (17:21)Perks are not culture (20:21)Culture eats strategy for breakfast, but behaviors eat culture for lunch (21:29)Redefining leadership (23:11)Changing behavior (26:30)Trickle-down culture (28:21)The role of forgiveness (30:15)Softway’s turnaround (31:35)No excuses (35:54)Seneca Leaders (38:28)Links:Cadence Bank WebsiteCadence Bank TwitterCadence Bank LinkedInMohammad Anwar LinkedInChris Pitre LinkedInSeneca LeadersLove as a Business Strategy - BookLove as a Business Strategy - Podcast Softway WebsiteCulture+ WebsiteFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.
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