33 episodes

Lots of banks want to be your partner. We can promise something more authentic. We’ve been in business for more than 100 years and we believe we’ve earned the right to take the long view to help customers succeed. INSIGHTS with Ixonia Bank is a series of conversations from experts and leaders connected to Ixonia Bank who provide insights to help you succeed in business and in your financial journey. Expert financial counsel. Proven leadership. Uncompromising character. All at higher levels. Member FDIC | Equal Housing Lender | NMLS# 423065

INSIGHTS with Ixonia Bank Ixonia Bank

    • Business
    • 5.0 • 1 Rating

Lots of banks want to be your partner. We can promise something more authentic. We’ve been in business for more than 100 years and we believe we’ve earned the right to take the long view to help customers succeed. INSIGHTS with Ixonia Bank is a series of conversations from experts and leaders connected to Ixonia Bank who provide insights to help you succeed in business and in your financial journey. Expert financial counsel. Proven leadership. Uncompromising character. All at higher levels. Member FDIC | Equal Housing Lender | NMLS# 423065

    Tools to Help Your Business Avoid Fraud

    Tools to Help Your Business Avoid Fraud

    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/
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    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

    • 27 min
    Community Focus: 2022 Twilight Concert Series

    Community Focus: 2022 Twilight Concert Series

    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. Matt is once again taking his winning formula for producing music events and teaming up with Ixonia Bank to produce the Twilight Concert Series at Fowler Park during the summer of 2022.

    In this episode, Matt talks about the overwhelming success from last years concerts and why these music events are so unique and fun for everyone, including the musical artists. He also gives us a sneak preview of each artist and what to expect this summer and beyond. You'll also get to hear a funny story that he's never told from his past experience as a touring musician.

    2022 Twilight Concert Series

    July 10th: Dan Rodriguez band
    Preview their song "Passenger" on Youtube: PassengerAugust 14th: The Accidentals
    Preview their song "Heavy Flag" on Youtube: Heavy FlagSeptember 11th: Yam Haus
    Preview their song "The Thrill" on Youtube: The Thrill 
    If interested in attending Twilight Concerts @ Fowler Park, visit
    https://www.twilightconcertsoconomowoc.com/ or follow on Facebook at https://www.facebook.com/TwilightConcertsOconomowoc
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    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 ba

    • 28 min
    Shaping MKE's Future: Power Perspectives from Women Driving Change

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

    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
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    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

    • 50 min
    Partnering with the Glacial Community YMCA

    Partnering with the Glacial Community YMCA

    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/
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    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

    • 27 min
    Connecting with the Next Generation of Workers

    Connecting with the Next Generation of Workers

    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/
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    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

    • 27 min
    Chatting with the Lubar Family

    Chatting with the Lubar Family

    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/
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    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

    • 35 min

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