Shows
This Month in BankingShareholder SuccessionShareholder Succession Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Richard Trauger, Managing Director, The Kafafian Group, Inc. Guests - Pete Scully, President, My Private Shares Andrew Rietz, Managing Director of Financial Institutions, My Private Shares
2025-08-2730 min
This Month in BankingBanking on Insight: Inflation, Risk & the Road AheadBanking on Insight: Inflation, Risk & the Road Ahead Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank
2025-07-301h 11
This Month in BankingBank Stocks & Beyond: Gerard Cassidy's ForecastBank Stocks & Beyond: Gerard Cassidy's Forecast Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets
2025-06-2548 min
This Month in BankingNavigating the AI Revolution: A Community Bank PerspectiveNavigating the AI Revolution: A Community Bank Perspective Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Andy Schornack, President, Security Bank & Trust Co.
2025-05-2837 min
This Month in BankingBank Transformation Unpacked: The Newtek Story ContinuesBank Transformation Unpacked: The Newtek Story Continues Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Barry Sloane, Chairman & CEO, Newtek Bank
2025-04-3033 min
This Month in BankingCannabis Banking in 2025Cannabis Banking in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Michael Beird, Author of Cannabis Banking
2025-03-2533 min
This Month in BankingCrypto, Fintech, and other Non-Interest Income Drivers in 2025Crypto, Fintech, and other Non-Interest Income Drivers in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Matt West, Chief Executive Officer, Xenios
2025-02-2627 min
This Month in BankingBig Picture: The Future of Community Financial InstitutionsBig Picture: The Future of Community Financial Institutions Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence
2025-01-2944 min
This Month in BankingPotential Changes in Bank Regulation under the Trump AdministrationPotential Changes in Bank Regulation under the Trump Administration Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Anne Balcer, Senior Executive Vice President, Chief of Government Relations and Public Policy for the Independent Community Bankers of America (ICBA)
2024-12-3053 min
This Month in BankingStratum, New Technology That Will Revolutionize Banking!Stratum, New Technology That Will Revolutionize Banking! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Clay Adams, President and CEO, Mascoma Bank
2024-11-2732 min
This Month in BankingUse Cases of Generative AI – What are the Risks?Use Cases of Generative AI – What are the Risks? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Chris Clements, VP of Solutions Architecture, CISO Global Tigran Safari, Solutions Architect and Client Experience Manager, CISO Global
2024-10-2946 min
This Month in BankingBanking for Good - CFG Bank Supports Key Bridge RecoveryBanking for Good - CFG Bank Supports Key Bridge Recovery Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Jack Dwyer, Chairman, CEO and Founder of CFG Bank
2024-09-2536 min
This Month in BankingBanking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AIBanking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - James Robert Lay, Founder and CEO, Digital Growth Institute
2024-08-2842 min
This Month in BankingPig Butchering Scams – Help Protect Your Customers!Pig Butchering Scams – Help Protect Your Customers! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA
2024-07-3143 min
This Month in BankingMajor Issues Impacting Bank Stocks and ValuationsMajor Issues Impacting Bank Stocks and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard S. Cassidy, Managing Director, Equity Research, RBC Capital Markets
2024-06-2645 min
This Month in BankingBanks Can Thrive or Die, What History Teaches UsBanks Can Thrive or Die, What History Teaches Us Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - John Maxfield, Banking Specialist, Author of the Maxfield on Banks Substack
2024-05-2939 min
This Month in BankingHow Promoting Financial Literacy Can Help Financial Institutions Perform BetterHow Promoting Financial Literacy Can Help Financial Institutions Perform Better Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Arindam Nag, CEO & Co-Founder, Centsai Christina Sandy, Head of Business Development, Centsai
2024-04-2440 min
This Month in BankingIngredients to a Successful Management TeamIngredients to a Successful Management Team Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Bartow Morgan Jr., CEO & Director, Georgia Banking Company
2024-03-2633 min
This Month in BankingReducing Expenses with Process AutomationReducing Expenses with Process Automation Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Chris Jacobsen, Managing Director, The Kafafian Group, Inc. Guest - Rachel G. Bitner, EVP & Chief Financial Officer, Ephrata National Bank
2024-02-2827 min
This Month in BankingGraduating from Data Analytics to Data UtilizationGraduating from Data Analytics to Data Utilization Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Steven M. Fusco, EVP & CFO, Spencer Savings Bank
2024-01-3134 min
This Month in Banking2024 Banking Industry Trends2024 Banking Industry Trends Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.
2023-12-2739 min
This Month in BankingManaging Through Change, Getting Stuff Done!Managing Through Change, Getting Stuff Done! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Michael A. Butler, President, CEO & Chairman, Grasshopper Bancorp, Inc.
2023-11-2950 min
This Month in BankingAI in Community Banking - Are YOU Ready?AI in Community Banking - Are YOU Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Saroop Bharwani, Co-Founder & CEO, Senso.ai
2023-10-2528 min
This Month in BankingHot Topics in Accounting – What you need to know!Hot Topics in Accounting – What you need to know! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services
2023-09-2747 min
This Month in BankingWhat is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Mark E. Tryniski, CEO, President & Director, Community Bank Systems, Inc.
2023-08-3046 min
This Month in BankingWhat should be in your deposit strategy?What should be in your deposit strategy? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Neil Stanley, CEO and Founder, The Core Point
2023-07-2652 min
This Month in BankingWhat Does Brand Get You?What Does Brand Get You? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Senior Vice President, The Kafafian Group, Inc. Guest - Amber Farley, Executive Vice President, Brand Development, FMS (Financial Marketing Solutions)
2023-06-2842 min
This Month in BankingHow to Acquire and Retain Small Business RelationshipsHow to Acquire and Retain Small Business Relationships Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Matt Carcich, President, CEO & Director, Freedom Bancorp, Inc. and Freedom Bank
2023-05-3132 min
This Month in BankingWhy Do Branches Fail at Sales?Why Do Branches Fail at Sales? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Jack Hubbard, Co-Founder and Managing Partner of The Modern Banker & Chief Experience Officer of Jack Hubbard Consulting
2023-04-2634 min
This Month in BankingInstant Payments are Here! What Are the Implications for Community Banks?Instant Payments are Here! What Are the Implications for Community Banks? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Nick Denning, SVP of Payments Industry Relations, ICBA Bancard, a subsidiary of the ICBA
2023-03-2931 min
This Month in BankingBanking Turmoil. What’s Next?Banking Turmoil. What’s Next? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2023-03-1435 min
This Month in BankingTurnaround Success – U.S. Century BankTurnaround Success – U.S. Century Bank Hosts - Jeff Marsico, President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Luis F. de la Aguilera, President, CEO & Director of USCB Financial Holdings, Inc. & U.S. Century Bank (UCSB)
2023-02-2238 min
This Month in BankingHow FinTech is Innovating Credit and Products for the Next Generation of BorrowersHow FinTech is Innovating Credit and Products for the Next Generation of Borrowers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.
2023-01-2536 min
This Month in BankingWhat’s on Jeff’s Mind this Holiday Season?!What’s on Jeff’s Mind this Holiday Season?! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc.
2022-12-2829 min
This Month in BankingStrategies to Attract and Retain Top TalentStrategies to Attract and Retain Top Talent Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guests - Susan Rogers, People Pinnacle Bethany Denning, People Pinnacle
2022-11-3035 min
This Month in BankingNavigating the Moat Your Core Processor Has Built Around Your DataNavigating the Moat Your Core Processor Has Built Around Your Data Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition
2022-10-2647 min
This Month in BankingBanks are Responsible for Building Bankers!Banks are Responsible for Building Bankers! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Chris Kelley, Executive Director, The Barret School of Banking
2022-09-2839 min
This Month in BankingTotem, the First Challenger Bank for Native Americans!Totem, the First Challenger Bank for Native Americans! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Amber Buker, Founder & CEO of Totem Technologies, Inc.
2022-08-3136 min
This Month in BankingWealth Management – Opportunities and Challenges in 2022Wealth Management – Opportunities and Challenges in 2022 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Valerie O. Murray, CFP, President, Beacon Trust
2022-07-2734 min
This Month in BankingRegulatory and Legislative Hurdles in 2022 – What You Need to Know!Regulatory and Legislative Hurdles in 2022 – What You Need to Know! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")
2022-06-2941 min
This Month in BankingBank of the Future? Newtek on Cusp of Bank Acquisition!Bank of the Future? Newtek on Cusp of Bank Acquisition! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc. Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.
2022-05-2533 min
This Month in BankingHow Baseball Can Help Bankers Improve PerformanceHow Baseball Can Help Bankers Improve Performance Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.
2022-04-2732 min
This Month in BankingBenefits of Revenue Diversification in BankingBenefits of Revenue Diversification in Banking Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.
2022-03-3039 min
This Month in BankingMajor Issues Impacting Bank Stocks and ValuationsMajor Issues Impacting Bank Stocks and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard S. Cassidy, Managing Director - Equity Research, RBC Capital Markets
2022-02-2340 min
This Month in BankingThe Economy and Interest Rates – Where Are They Going?The Economy and Interest Rates – Where Are They Going? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank Hugh Blaxall, Managing Partner, VBC
2022-01-2640 min
This Month in BankingJeff Marsico – Up Close and Personal!Jeff Marsico – Up Close and Personal! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Jeff Marsico, President, The Kafafian Group, Inc. Jackie Marsico, Jeff's Wife Shannon Marsico Burke, Jeff and Jackie's oldest daughter
2021-12-2921 min
This Month in BankingThe Kafafian Group’s 20th Anniversary!The Kafafian Group’s 20th Anniversary! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Kelly Smith, Senior Vice President, The Kafafian Group, Inc.
2021-11-2436 min
This Month in BankingCOVID’s Ongoing Impact on Bank BranchesCOVID’s Ongoing Impact on Bank Branches Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Megan McMahon, Senior Consultant, The Kafafian Group, Inc. Guests - Jacob Iampietro, SVP & Director of Retail Banking, Penn Community Bank Thomas Minichiello, SVP & Head of Retail Banking, Kish Bank
2021-10-2731 min
This Month in BankingThe Future of Fintech! Are You Ready?!The Future of Fintech! Are You Ready?! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Charles E. Potts, SVP & Chief Innovation Officer, ICBA Services Network
2021-09-2937 min
This Month in BankingData Cleansing & Data Governance: What the heck does that mean?Data Cleansing & Data Governance: What the heck does that mean? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Kim Snyder, Found and CEO, KlariVis
2021-08-2532 min
This Month in BankingM&A From a Strategic PerspectiveM&A From a Strategic Perspective Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2021-07-2836 min
This Month in BankingTop Post-Pandemic Issues Facing CFOsTop Post-Pandemic Issues Facing CFOs Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - George Rapp, EVP and Chief Financial Officer, The Bank of Princeton
2021-06-3022 min
This Month in BankingSquared Away – How Can Bankers Succeed as Economic First RespondersSquared Away – How Can Bankers Succeed as Economic First Responders Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc.
2021-05-2637 min
This Month in BankingCulture Building in a Telecommuting World and What’s the New Normal for a Post-Coronavirus Workplace?Culture Building in a Telecommuting World and What’s the New Normal for a Post-Coronavirus Workplace? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guests - Alan Kaplan, CEO, Kaplan Partners Austin Stonitsch, EVP, Chief Human Resources Officer, Dime Community Bank Janet Whitehead, SVP, Human Resources, Univest Financial Corporation
2021-04-2846 min
This Month in BankingTop Banking Issues in 2021Top Banking Issues in 2021 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guest - Randy Hultgren, President & CEO, Illinois Bankers Association
2021-03-3134 min
This Month in BankingCredit Risk and Post Pandemic PlanningCredit Risk and Post Pandemic Planning Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Matthew Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Ronda McDowell, EVP & Chief Credit Officer, Sandy Spring Bank
2021-02-2426 min
This Month in BankingPurpose Driven Banking - A Better Business Model?Purpose Driven Banking - A Better Business Model? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Clay Adams, President and CEO, Mascoma Bank
2021-01-2726 min
This Month in BankingBob Kafafian’s Year-End MessageBob Kafafian’s Year-End Message Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc.
2020-12-2210 min
This Month in BankingTwo High Performing Banks Merge in the Midst of COVIDTwo High Performing Banks Merge in the Midst of COVID Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guests - Christopher Martin, Chairman & CEO, Provident Financial Services, Inc. Anthony J. Labozzetta, President, COO & Director, Provident Financial Services, Inc.
2020-11-2535 min
This Month in BankingTransitioning Away From LIBOR - Are You Ready?Transitioning Away From LIBOR - Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial Kimberly Johnston, Director of Regulatory Advisory, Chatham's Financial Institutions Group
2020-10-2734 min
This Month in BankingHow the Pandemic has Fundamentally Changed Community BankingHow the Pandemic has Fundamentally Changed Community Banking Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2020-09-3033 min
This Month in BankingOnline Account Opening – Bring on the Deposits!Online Account Opening – Bring on the Deposits! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guests- Michael Bingold, Senior Executive Vice President, Chief Retail & Client Development Officer, Flushing Financial Corporation Raj Patel, Co-Founder & COO, MANTL
2020-08-2640 min
This Month in BankingTurn Non-Customer PPP Borrowers into YOUR CustomersTurn Non-Customer PPP Borrowers into YOUR Customers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guests - Patricia Husic, CEO & Director, Centric Bank & Centric Financial Corporation
2020-07-2932 min
This Month in BankingHow to Win Business From Big Banks With Sophisticated LendingHow to Win Business From Big Banks With Sophisticated Lending Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial Zohar Goshen, Founder & CEO, Meteci
2020-06-2449 min
This Month in BankingThe Effects of Covid-19 on Bank Earnings, Credit Quality and ValuationsThe Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets
2020-05-2735 min
This Month in BankingCovid-19 and Bank LiquidityCovid-19 and Bank Liquidity Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC
2020-04-2929 min
This Month in BankingMillennials – What Do They Want From Their Bank?Millennials – What Do They Want From Their Bank? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Megan Rutledge, Senior Consultant, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Kyle Kuster, Vice President, The Kafafian Group, Inc. Guest - Craig Rodenberger, Vice President & Marketing Director, Ephrata National Bank
2020-03-2440 min
This Month in BankingPrivate Equity Investing in BankingPrivate Equity Investing in Banking Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Guest - Jim Deutsch, Partner, Patriot Financial Partners, L.P.
2020-02-2644 min
This Month in BankingBanking New Year's Resolutions - We Have OpinionsBanking New Year's Resolutions - We Have Opinions Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc.
2020-01-2930 min
This Month in BankingBob Kafafian – Up Close and Personal!Bob Kafafian – Up Close and Personal! Host - Sharon Lorman, Vice President, The Kafafian Group, Inc. Guests - Bob & Pauline Kafafian
2019-12-2534 min
This Month in BankingAre Diversity Requirements Really Necessary?Are Diversity Requirements Really Necessary? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.
2019-11-2730 min
This Month in BankingFinxact Core System – It's Different! Finxact Core System – It's Different! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Michael Sanchez, President & Founder, Finxact
2019-10-2928 min
This Month in BankingByline Bank Turned its Future from Bleak to Bright!Byline Bank Turned its Future from Bleak to Bright! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guest - Alberto J. Paracchini, President, CEO & Director, Byline Bank
2019-09-2536 min
This Month in BankingCannabis Banking – Are You Ready?Cannabis Banking – Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Jon K. Skarin, EVP of Legislature & Regulatory Policy, Massachusetts Bankers Association
2019-08-2828 min
This Month in BankingCore Providers, Open Banking, APIs: What Should You Know?Core Providers, Open Banking, APIs: What Should You Know? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition
2019-07-3133 min
This Month in BankingWelcome Megan Rutledge!Welcome Megan Rutledge! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.
2019-07-3108 min
This Month in BankingInsights from Gerard Cassidy, RBC Capital MarketsInsights from Gerard Cassidy, RBC Capital Markets Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director, RBC Capital Markets
2019-06-2637 min
This Month in BankingIs Your Loan Portfolio Ready for the Next Recession?Is Your Loan Portfolio Ready for the Next Recession? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender
2019-05-2924 min
This Month in BankingRight-Sizing your Branch Network? How One Community Banker Made the Tough Decisions.Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions. Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest- Jerry Champi, President and CEO, FNCB Bank
2019-04-2421 min
This Month in BankingIs Your Brand A Loser? What Does it Take to Rebrand?Is Your Brand A Loser? What Does it Take to Rebrand? Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guests- Tim Pannell, President & CEO, Financial Marketing Solutions Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank
2019-03-2633 min
This Month in BankingWhat’s On Your Mind?What’s On Your Mind? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Jill Pursell, Senior Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc.
2019-02-2738 min
This Month in BankingBB&T and SunTrust – Why Merge?BB&T and SunTrust – Why Merge? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Jill Pursell, Senior Vice President, The Kafafian Group, Inc.
2019-02-2715 min
This Month in BankingWhat Makes a “Great” Community Bank Board?What Makes a “Great” Community Bank Board? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. George W. Millward, Managing Director, The Kafafian Group, Inc. Guests - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland
2019-01-3032 min
This Month in BankingFederal Government Shutdown: What are Banks Doing?Federal Government Shutdown: What are Banks Doing? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2019-01-3010 min
This Month in BankingTen Things Community Bankers Should Be Thankful For During This Holiday SeasonTen Things Community Bankers Should Be Thankful For During This Holiday Season Hosts: Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc.
2018-12-2108 min
This Month in BankingAgencies Propose New Leverage Ratio for Community BanksAgencies Propose New Leverage Ratio for Community Banks Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Kyle Kuster, Senior Consultant, The Kafafian Group, Inc.
2018-11-2810 min
This Month in BankingCommunity Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to HelpCommunity Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to Help Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guests - Tina Giorgio, President & CEO, ICBA Bancard Damon Moorer, President & CEO, TCM Bank N.A.
2018-11-2829 min
This Month in BankingIs it Time to Start a New Bank? De Novo Applications are Up!Is it Time to Start a New Bank? De Novo Applications are Up! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Joseph W. Major, Chairman of the Board & CEO, The Victory Bank
2018-10-3030 min
This Month in BankingFDIC to Revisit Brokered Deposit RulesFDIC to Revisit Brokered Deposit Rules Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2018-10-3009 min
This Month in BankingWhat's New (and Not!) in Stress TestingWhat's New (and Not!) in Stress Testing Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2018-09-2610 min
This Month in BankingCybersecurity in Banking - Hot Topics!Cybersecurity in Banking - Hot Topics! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Sudhir Kondisetty, Principal, RSM US LLP
2018-09-2630 min
This Month in BankingCardless ATMs: No Card? No Problem!Cardless ATMs: No Card? No Problem! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.
2018-08-2909 min
This Month in BankingHow to Deliver Value to Your ConstituenciesHow to Deliver Value to Your Constituencies Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Preston L. Kennedy, Vice Chairman of the Board of Bank of Zachary, Chairman-elect of the Independent Community Banks of America (ICBA)
2018-08-2929 min
This Month in BankingWelcome to Matt ProssedaWelcome to Matt Prosseda Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc.
2018-07-2508 min
This Month in BankingThe Future of Community Bank MergersThe Future of Community Bank Mergers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - James S. Vaccaro, Chairman, President & CEO, Manasquan Bank
2018-07-2521 min
This Month in BankingThe Road to CECLThe Road to CECL Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.
2018-06-2612 min
This Month in BankingLiquidity Crunch? The Federal Home Loan Bank System – Reality versus MythLiquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Maureen Kalena, Vice President & Relationship Manager, FHLB of New York
2018-06-2620 min
This Month in BankingFinally Some Regulatory Relief!Finally Some Regulatory Relief! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.
2018-05-3008 min
This Month in BankingSuccessful Transformation! Machias Savings Bank!Successful Transformation! Machias Savings Bank! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Lawrence "Larry" L. Barker, President & CEO, Machias Savings Bank
2018-05-3021 min
This Month in BankingCommunity Bank ProfitabilityCommunity Bank Profitability Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.
2018-05-0208 min