Leadership & Emotional Intelligence INSIGHTS With Ixonia Bank podcast

27:24

Tyson Goecks, Vice President of Commercial Banking, sits down with Cassandra Robel, Vice President of Treasury Management , to talk about the many tools available to help businesses manage their cash, investments, and other financial assets. Fraud is a major issue that many businesses have to deal with and it can cost you a lot of time, energy, and money if you're not prepared. While it can be challenging to find the best solutions tailored for your business, listen as Tyson and Cassandra talk about specific examples and resources available to help your business fight fraud and how to use Treasury Management solutions to become more efficient in your daily business practices. Want to contact our guests? To find Tyson and Cassandra or learn more about the Ixonia Bank team, we encourage you to visit our website at: /about-us/meet-our-team/ Want to learn more about Ixonia Bank's Treasury Management Options? We encourage you to reach out to Cassandra Robel or visit our website at: https://www.ixoniabank.com/commercial/additional-services/treasury-management/ . . . DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2022…

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Community Focus: 2022 Twilight Concert Series 28:28

3 years ago28:28

28:28

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Shaping MKE's Future: Power Perspectives from Women Driving Change 50:00

3 years ago50:00

50:00

Our latest installment of our "Women in Business Speaker Series" took place as a luncheon panel discussion on May 5th and featured five local women that are making a significant impact in the Milwaukee community. Moderated by Linda Gorens-Levey, Partner at General Capital Group, our impressive panel featured Erickajoy Daniels, SVP - Chief DE&I Officer at Advocate Aurora Health, Dana Guthrie, Managing Partner of Gateway Capital, Dr. Vicki Martin, President of Milwaukee Area Technical College, and Caitlin Cullen, Director of Kinship Community Food Center. The discussion was engaging, enlightening, and reflective as our panelists shared their passion and commitment to shaping Milwaukee's future. Through the "Women in Business Speaker Series," Ixonia Bank is committed to connect with and empower women business owners, community leaders and executives; and to help them succeed in their business pursuits and beyond. Want to watch the video recording of the LIVE event? Visit our website here: https://youtu.be/hyXIqjmDX-Y Meet our Women in Business Team : PEGGY STEBBINS BECKY MESSMANN You can also learn more about our Women in Business program here: https://www.ixoniabank.com/women-business/ Need more information? IXONIA BANK WEBSITE - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Copyright: Ixonia Bank 2022…

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Partnering with the Glacial Community YMCA 27:25

3 years ago27:25

27:25

Mark Wierman, President of Ixonia Bank, sits down with Jon Lange, CEO at Glacial Community YMCA / YMCA at Pabst Farms to talk about the important role that the YMCA plays in our communities. Like many other businesses, the YMCA faced huge challenges during the pandemic and Jon gives us an inside look into how they've adapted as their membership continues to grow in 2022. Jon also talked about his experience working at different YMCAs across Wisconsin and how companies can benefit by partnering with the YMCA. You'll also get a sneak peek about some updates for the Watertown and Oconomowoc locations. Want to contact our guests? To learn more about Jon and the YMCA team, you can visit https://www.glcymca.org/ To learn more about the Ixonia Bank team, we encourage you to visit our website at: /about-us/meet-our-team/ . . . DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2022…

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Connecting with the Next Generation of Workers 27:12

3 years ago27:12

27:12

Our guest on this episode is Dr. Matthew Davis, CEO of Maranatha Baptist University . Dr. Davis spoke with Susan Marshall, Ixonia Bank Board Member and Founder of the Backbone Institute , about how companies can connect with the next generation of workers. Due to many factors, young professionals today have different opportunities in front of them as compared to previous generations and are taking a different approach to their careers. With a lot of companies and industries facing a labor shortage, companies are needing to adapt to attract the best talent of workers. Listen as Dr. Davis provides some great examples about what this younger generation is looking for, including mentorship, a great workplace culture, and a purpose that serves the community. Dr. Davis works full time as Chief Executive Officer for Maranatha Baptist University serving in leadership over all operational and academic units. Dr. Davis received a Business Management degree from Maranatha and a law degree from Southern Illinois University School of Law. You can read more about Dr. Davis here: https://www.mbu.edu/faculty/matthew-davis/ Susan A. Marshall is an author, speaker, and Founder of Backbone Institute, LLC, a private practice dedicated to improving competence, confidence and effective risk-taking. She has been assisting leaders in public and private sector industry, non-profit agencies, and public education for nearly 30 years. In recognition of her work in the local business community, she was recently recognized as a recipient of the 2019 Don Richards Leadership Award through the Waukesha County Business Alliance. You can read more about Susan Marshall here: https://susanamarshall.com/ Need more information? To learn more about Ixonia Bank and our solutions, we encourage you to learn more about our team at: /about-us/ To learn more about Maranatha Baptist University, please visit : https://www.mbu.edu/ - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2022…

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Chatting with the Lubar Family 35:48

3 years ago35:48

35:48

Sheldon and David Lubar sat down with Patrick Lubar and Isaac Siegel to talk about their decades of experience and instilling the family business principles into the next generation. You'll hear some of their personal stories about how they started out and formed the Lubar business approach of Professional Ownership®, which has had an influence in the Milwaukee community. Sheldon and David are well respected members of the Milwaukee business community and members of the Ixonia Bank board of directors and Ixonia Bancshares board of directors. Sheldon Lubar is the Founder and Chairman of Lubar & Co, a multi-generational, family-owned private investment company in Milwaukee. He is the originator of Professional Ownership® and is currently a director of several public companies. You can learn more about Sheldon's experience here: https://www.ixoniabank.com/about-us/meet-our-team/sheldon-lubar/ David Lubar is the President and CEO of Lubar & Co, and in addition to Ixonia Bank, David is a member of the Boards of many companies and is or has served on the Board of several not-for-profit community organizations. You can learn more about David's experience here: https://www.ixoniabank.com/about-us/meet-our-team/david-lubar/ Patrick Lubar , Vice President - Commercial Lending , and Isaac Siegel , Portfolio Manager , are currently working out of our downtown Milwaukee office and you can contact them here: https://www.ixoniabank.com/locations-hours/milwaukee/ Need more information? To learn more about Ixonia Bank and our solutions, we encourage you to visit our website at: https://www.ixoniabank.com/about-us/ To learn more about Lubar & Co or to connect with them, please visit: https://lubar.com/ - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Copyright: Ixonia Bank 2022…

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How to Attract Employees During a Hiring Crisis 20:36

4 years ago20:36

20:36

Our guest on this episode is Scott Seroka, President of Seroka Industrial Branding in Brookfield. Scott spoke with Becky Messmann, Senior Vice President and Director of Human Resources , about the hiring crisis that some companies are facing. Scott talked about the importance of Employer Brand to attract and retain good people during what some have called The Great Resignation. Scott has built corporate brands, product brands, employer brands, and cultural infrastructures for numerous companies in the manufacturing and mortgage industries, ranging from global Fortune 500 organizations to smaller, privately held firms. As a long-time advocate for small businesses in Wisconsin, Scott also sits on the Board of Directors for the IBAW and speaks regularly at industry and corporate events on the topics of company branding , employer branding , and company culture. Need more information? To learn more about Ixonia Bank and our solutions, we encourage you to learn more about our team at: /about-us/ To learn more about Scott or Seroka Industrial Branding, please visit: https://serokaindustrialbranding.com/ - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2021…

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Creating a Resilient & Healthy Workplace Culture 52:01

4 years ago52:01

52:01

Sue McKenzie Dicks, Vice President of Healthy Culture at Rogers Behavioral Health & Director of Rogers InHealth , presented recently for Ixonia Bank’s Women in Business Speaker Series in a webinar. Our host was Peggy Stebbins, Ixonia Bank’s Senior Vice President and Chief Financial Officer. For many of us, our jobs are marathons. And when our careers contribute to Compassion Fatigue, there are ways to lessen the impact. One place to start is having conversations with your team to build shared accountability for a Culture of Compassion in the workplace. Also, looking at expectations and setting clear boundaries will help create a more resilient and healthy workplace culture. Listen for more resources and strategies to support mental wellbeing, especially in these unusual times. Need more information? IXONIA BANK WEBSITE (FREE) COMPASSION RESILIENCE TOOLKIT MEET SUE MCKENZIE DICKS MEET PEGGY STEBBINS Like what you heard? Take two minutes and please leave us a review! Feedback from our listeners is essential to us in helping improve our show going forward. - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Copyright: Ixonia Bank 2021…

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2021 Economic Update from Ixonia Wealth Management 11:15

4 years ago11:15

11:15

Our featured guests on this INSIGHTS with Ixonia Bank episode are Jeff Taylor, CFP ® and Briana Smith, CLU ® of Ixonia Wealth Management. Both are experienced advisors who offer investment solutions through their partnership with LPL Financial, which based on total revenue, is the nation’s largest independent broker dealer. (As reported by Financial Planning magazine, June 1996-2020) Lauren Ruff, Ixonia Bank Assistant Vice President & Marketing Director, sits down with Jeff and Briana to get their take of the economy so far in 2021, the status of the stock and bond markets, inflation and a look ahead to the rest of 2021 into 2022. Additionally, Jeff reminds our listeners the time to make a plan isn’t when navigating a tricky environment. Right now, in fact, is the ideal time to consult your financial professional on your financial goals, the most effective way to reach them, and how to be prepared for market volatility down the road. Want more information or schedule a free, no-obligation consultation? You can visit Ixonia Wealth Management's website here: https://www.ixoniawealthmanagement.com/ . . . ---------------------------------------------------------------------------------------------------- Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Ixonia Bank and Ixonia Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ixonia Wealth Management, and may also be employees of Ixonia Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ixonia Bank or Ixonia Wealth Management. Securities and insurance offered through LPL or its affiliates are: *Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value ---------------------------------------------------------------------------------------------------- DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2021…

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Vaccines & Workplace Safety 18:42

4 years ago18:42

18:42

Our guest on this episode is Alan Seneczko , an Employment Law Attorney at Wessels Sherman Joerg Liszka Laverty Seneczko P.C. law office in Oconomowoc. Alan spoke with Ryan Myhre, Senior Vice President & General Counsel, and Becky Messmann, Senior Vice President and Director of Human Resources , about the challenges companies are facing regarding the Covid-19 vaccine and workplace safety. With over 37 years of experience, Alan provides context from a legal standpoint on what employers can and can't do based on the current law. Suggested Resources By Attorney Alan Seneckzo Protecting Workers: Guidance on Mitigating and Preventing the Spread of COVID-19 in the Workplace What You Should Know About COVID-19 and the ADA, the Rehabilitation Act, and Other EEO Laws Need more information? To learn more about Ixonia Bank and our solutions, we encourage you to learn more about our team at: /about-us/ To learn more about Alan or Wessels Sherman, please visit: https://www.wesselssherman.com/ - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Copyright: Ixonia Bank 2021…

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Developing a Crisis Management Plan 36:04

4 years ago36:04

36:04

Tom Branigan, CEO at Branigan , speaks with Lauren Ruff, Assistant Vice President and Marketing Director with Ixonia Bank , about the importance of businesses having a plan for managing a crisis. A crisis situation can include a domestic incident spilling over into the workplace, a natural disaster, or a data breach among many others. There are different categories of crisis to consider, and part of developing a plan is to identify your company's vulnerabilities. It’s also important to create a "go to" team to manage the situation. Branigan is a marketing communications group based in Milwaukee. Leading at the helm, Tom has extensive experience in global PR, corporate positioning and reputation management with companies such as DHL, Airborne Express and Palermo’s. Tom's expertise includes corporate and crisis communications, and employee, investor and labor relations. As a university instructor since 2005, he’s also invested in developing the next generation of communications professionals. Take a listen…there’s lots of interesting nuggets of information to consider! Books Recommended By Tom On Combat by Lt. Col. Dave Grossman & Loren W. Christensen The Unthinkable: Who Survives When Disaster Strikes - And Why by Amanda Ripley Need more information? To learn more about Ixonia Bank and our solutions, we encourage you to learn more about our team at: /about-us/ To learn more about Branigan or to connect with them, please visit: https://www.braniganinc.com/ - - - DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Copyright: Ixonia Bank 2021…

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S.R. Sales Company 28:24

4 years ago28:24

28:24

Dennis Sampson, Senior Vice President of Commercial Lending sits down with John Steindorf, CEO and President of S.R. Sales Company (SRS), to discuss how his company directly partners with OEMs (Original Equipment Manufacturers) like Eaton, Cummins, Twin Disc, to warehouse inventory which would otherwise be unavailable for purchase. SRS has been in the parts inventory management business since 1957 and works with many durable goods industries including: Construction, Mining, Automotive, Trucking, Power Sports, Printing, Manufacturing, and related industries. Among other benefits, they work hard to provide value for their OEM partners by reducing inventory carrying cost and improving operational efficiencies. Learn more about this interesting line of business by giving this episode a listen! Want to contact our guests? To learn more about Dennis and the Ixonia Bank team, we encourage you to visit our website at: https://www.ixoniabank.com/about-us/meet-our-team/ To reach out to S.R. Sales, please visit: https://www.srsoemparts.com/ . . . DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2021…

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Community Focus: Twilight Concert Series 31:20

4 years ago31:20

31:20

For this week's episode, Lauren Ruff, Assistant Vice President and Marketing Director with Ixonia Bank sits down with Matt Spransy, the organizer behind the locally-renowned Magic Mansion Concert on the Porch events. He is taking his winning formula for producing music events to create the family-friendly Twilight Concert Series at Fowler Park. We learn from Matt why he does these events, his hopes for how they can further put Oconomowoc on the map, and how much the musicians LOVE performing here. In this episode, he shares some tracks featuring Josh Caterer & The Jackson Mud Band. Josh sings with his band both original and classic scorching blues with golden throated vocals and killer guitar chops. Josh Caterer is also a member of the Smoking Popes, who appeared on the movie soundtracks "Clueless", Tommy Boy", and "Angus," opened for Green Day and Weezer, toured with Jimmy Eat World, and Morrisey. Josh says "I see Jackson Mud as a natural progression from the Smoking Popes. When the teen angst of punk rock grows up, it turns into the blues.” See Jackson Mud Video on YouTube - https://www.youtube.com/watch?v=zNAbe_1zPT0 You can see Josh Caterer and the Jackson Mud Band in person on Sunday, July 11, at 6:30PM at Fowler Park. Make sure to bring your own chairs and blankets, and bring your own drinks and food. If interested in attending Twilight Concerts @ Fowler Park, visit https://www.twilightconcertsoconomowoc.com / or follow on Facebook at https://www.facebook.com/TwilightConcertsOconomowoc ********* Unable to make it July 11th? Matt also has lined up Jason Eskridge for Sunday, August 8 at 6:30PM . When he's not touring with the Zack Brown Band or Lyle Lovett, or being on call as one of the top session singers in Nashville, Jason does a thing called Sunday Night Soul with some of his session player friends down in Nashville. A typical Sunday Night Soul show features a wide array of soul, funk and R&B. The end-of-the-night jams can go on for 10 minutes or more, with smoldering grooves undergirding spiraling solos and improvisation, all spiked with familiar riffs and melodies from Motown, Stax and Muscle Shoals. Now he is bringing Sunday Night Soul to Oconomowoc! DON'T MISS IT! See Jason Eskridge Facebook Live Performance Recording - https://fb.watch/6bwMWLxsG_/ . . . DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2021…

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Leadership: Get Comfortable Being Uncomfortable 53:35

4 years ago53:35

53:35

Kris Falkner , President & CEO of Server Products , presented recently for Ixonia Bank's Women in Business Speaker Series in a webinar. Our host was Becky Messmann, Ixonia Bank’s Senior Vice President and Chief Operations Officer and Director of Human Resources. Kristin Falkner is a 3rd generation owner and first female President & CEO of Server Products, a company that makes portion control and point-of-use holding equipment to the foodservice industry. Falkner is the visionary behind Server’s strategy to be an innovative manufacturing company, and in December 2019 was named as one of BizTimes Milwaukee Notable Women in Manufacturing. In this episode of a recorded webinar, Kris shared stories about how she became a leader of a multi-generational family-owned business based in Southeastern Wisconsin, the obstacles she’s encountered along the way, and how she significantly grew her company while learning how to become a better leader. Want to watch the video recording of the webinar, complete with slides? Visit our website here: https://youtu.be/R31JK_fV4u4 Want to learn more? You can also learn more about our Women in Business program here: https://www.ixoniabank.com/women-business/ To learn more about Server Products, please visit: https://server-products.com/Home . . . DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. Member FDIC | Equal Housing Lender | NMLS# 423065 Copyright: Ixonia Bank 2021…

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Milwaukee & The Hospitality Industry 20:17

4 years ago20:17