Dear Joe…

The below article (titled “Dear Joe”) was written for a work newsletter which is produced on a rotational basis by those on my finance development program. It’s a light hearted take on when I did something very crazy; telling the CEO of a top ten finance institution to improve his presentation skills.

***

‘You criticised the CEO? Are you crazy?!’

You know how in the movies the protagonist always has a life affirming moment on top of a mountain or in the pouring rain? Well mine took place in the West Swindon branch of Dominoes.

‘I didn’t criticise him, I just told him his presentation needed improvement.’

‘Oh Alice.’

And that’s when it hit me.

It had all started so well-meaning. Joe Garner had delivered a presentation to the 2017 Emerging Talent cohort back in November. All eyes in the room were on Joe as he tested his microphone on stage, it felt like I was at some kind of corporate Ed Sheeran concert. And yet, by the time it was finished I felt mildly disappointed.

Because no digital communication in the history of mankind has ever been misinterpreted, I decided to email Joe my feedback. ‘Dear Joe,’ I started, ‘thanks for taking the time to present on Friday. At the risk of sounding critical…’

Fast forward eight hours and there I was in Dominoes having the above conversation with my housemate.

‘I’m stuffed, aren’t I?’

I received a prompt reply from Joe the next day. Thankfully he’d seen the well-meaning in my email and thanked me for the feedback, whilst also responding to one of my points. ‘How can we expect people to magically buy houses when we don’t educate on finance?’ I ever so delicately put. Well, Joe says, funnily enough it was a topic currently being looked into by ExCo and something that I might want to be more informed on if I so wished.

Next thing I know, I’m outside the office Graeme Hughes, Relationships and Distribution Lead and ExCo member. He and Hannah Faulkner, Joe’s Executive Assistant, sat with me for almost an hour discussing past, present and future ideas for finance education. Graeme explained the different approaches Nationwide had taken in the past and why they hadn’t been as successful as hoped. I took a powerful sip on my strong coffee and gave my response to these comments. Graeme’s eyebrow lifted as he leaned back in his chair.

‘Ok, so what do you propose?’

I came away from the meeting with a splitting headache but feeling as pumped as David Cameron. The firm handshake and broad smile of Graeme said what Hannah readily exclaimed. ‘I am so glad to have met you! We must meet again!’

All said and done I really need to stop emailing Joe Garner.

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