BISA Portfolio Podcast

In this episode of the BISA Portfolio Podcast, host Jim Nickens sits down with BISA members Ron Major of TruStage and Jermaine Perrien of Symetra to discuss the value of recruiting talent from outside the financial services industry. Drawing from their own unique career journeys, Major and Perrien share why they made the transition into financial services, the transferable skills professionals bring from other sectors and how organizations can successfully integrate and develop nontraditional...

In this episode of the BISA Portfolio Podcast, hosts Jane-ellen Porter (BISA President) and John Olerio (Immediate Past President) sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Westcom Financial, co‑chairs of BISA’s newly organized Membership Committee. Their conversation explores how BISA can deepen year‑round engagement, structure its subcommittees for maximum impact and better demonstrate the real‑world business value of membership across banks, credit unions and servi...

In this episode of the BISA Portfolio Podcast, guest host Dawn Goldbacher of Franklin Madison talks with Pamela Dawson of U.S. Bank, Kelly Lytle of Proformex, and Leslie Anderson of BMO about how lessons from sports translate into leadership and teamwork across financial services. Recorded live at the BISA Annual Conference in Tampa, their conversation explores building trust with teams and clients, leading with care and transparency and why collective success matters more than individual sta...

In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of SWAN Financial Group talks with Pamela Dawson of U.S. Bank and Logan Hickman of Nationwide about how BISA’s newly renamed Impact & Vision Committee is advancing belonging across the financial services industry. Recorded live at the BISA Annual Conference in Tampa, their conversation covers the committee’s evolution, the launch of the Rising Star program and why this work is critical to serving today’s — and tomorrow’...

In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of Swan Financial Group sits down with a group of BISA members to explore how real, often nontraditional, career journeys are shaping the future of financial services. Recorded live at the BISA Annual Conference in Tampa, the conversation features Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson (BMO), Heather Hepburn (Webster Investments), and Brett Carmichael (Nationwide) as they share the ...