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This Month in Banking

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
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Archives
Now displaying: Page 1
May 30, 2023

How 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

Apr 25, 2023

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

Mar 28, 2023

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

Mar 14, 2023

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.

Feb 21, 2023

Turnaround 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)

Jan 24, 2023

How 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.

Dec 27, 2022

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.

Nov 29, 2022

Strategies 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

Oct 25, 2022

Navigating 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

Sep 27, 2022

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

Aug 30, 2022

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.

Jul 26, 2022

Wealth 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

Jun 28, 2022

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")

May 24, 2022

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.

Apr 26, 2022

How 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.

Mar 29, 2022

Benefits 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.

 

Feb 22, 2022

Major 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

Jan 25, 2022

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

Dec 28, 2021

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

Nov 23, 2021

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.

Oct 26, 2021

COVID’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

Sep 28, 2021

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

Aug 24, 2021

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

Jul 27, 2021

M&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.

Jun 29, 2021

Top 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

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