Info

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.
RSS Feed Subscribe in Apple Podcasts
2020
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


All Episodes
Archives
Now displaying: Page 1
May 26, 2020

The 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

Apr 28, 2020

Covid-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

Mar 24, 2020

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

 

Feb 25, 2020

Private 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.

Jan 28, 2020

Banking 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.

Dec 24, 2019

Bob Kafafian – Up Close and Personal!

Host - Sharon Lorman, Vice President, The Kafafian Group, Inc.

Guests - Bob & Pauline Kafafian 

Nov 27, 2019

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.

Oct 29, 2019

 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

Sep 24, 2019

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

Aug 27, 2019

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

Jul 30, 2019

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.

Jul 30, 2019

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

Jun 25, 2019

Insights 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

May 28, 2019

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

Apr 23, 2019

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

Mar 26, 2019

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

Feb 26, 2019

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.

Feb 26, 2019

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.

Jan 29, 2019

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.

Jan 29, 2019

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

Dec 21, 2018

Ten 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.

Nov 27, 2018

Agencies 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.

Nov 27, 2018

Community 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.

Oct 30, 2018

FDIC 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.

Oct 30, 2018

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

1 2 3 Next »