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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
Nov 26, 2024

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

Oct 29, 2024

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

Sep 24, 2024

Banking 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

Aug 27, 2024

Banking 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

Jul 30, 2024

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

Jun 25, 2024

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

May 28, 2024

Banks 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

Apr 23, 2024

How 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

 

Mar 26, 2024

Ingredients 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

Feb 27, 2024

Reducing 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

Jan 30, 2024

Graduating 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

Dec 26, 2023

2024 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.

Nov 28, 2023

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.

Oct 24, 2023

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

Sep 26, 2023

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

Aug 29, 2023

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.

Jul 25, 2023

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

Jun 27, 2023

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)

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.

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