In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…
The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework. Related Links Small Business Strategy Scorecard Dave's LinkedIn Cheryl's LinkedIn…
In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report. Related Links [Report] Alloy's 2025 State of Fraud Report [LinkedIn] Sara Seguin [Solution Information] Q2/Alloy
Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses. Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters Jim Mortensen's LinkedIn…
The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links Caroline's LinkedIn Filene Research Institute on LinkedIn [Podcast Series] Experience Factor with Jim Marous [Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives [White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences…
The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships. Related Links: [2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay Christine Held on LinkedIn Jessica Salerno on LinkedIn Cheryl Brown on LinkedIn Bank of Ann Arbor on LinkedIn…
In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender. [Webinar] 2025 State of Commercial Banking…
This week’s The Purposeful Banker shares Tania Katan’s talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry. [Website] BankOnPurpose [LinkedIn] Tania Katan [Ted Talk] Giselle Mota…
In this episode of The Purposeful Banker, we share Sam Maule’s keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the pressurized environment of a submarine to the pressures of the banking industry. Related Links BankOnPurpose Sam's LinkedIn
The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses’ banking needs have changed and how financial institutions are responding. Related links: [Dec. 9 Webinar] The Future of SMB Banking: Partnership and Innovation Matt's LinkedIn
The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union’s unique approach to customer experience, non-interest income, and commercial banking. [Client Success Story] Q2 Helps Amplify Credit Union Go Fee-Free [Podcast] The Quest for Deposits: What's Working Now and What Will Work Eventually [Website] Amplify Credit Union Jim's LinkedIn Stacy's LinkedIn…
The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technology optimist," to talk about AI, fraud, and the profound effect technology is having on business.
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industry and Q2’s approach to security and cybercrime.
What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as Q2 Chief Technology Officer Adam Blue joins Dallas Wells for this episode of The Purposeful Banker.
In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2’s Strategic Advisory Services team, to discuss how segmentation and personalization can make a big difference in attracting and keeping small and medium-size business accounts.
In honor of Q2’s 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financial institutions through technology has come to fruition and how he’s bringing the next part of his vision to life.
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