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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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Now displaying: Page 1
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

May 25, 2021

Squared 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.

Apr 27, 2021

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

Mar 30, 2021

Top 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

Feb 23, 2021

Credit 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

Jan 26, 2021

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

Dec 21, 2020

Bob Kafafian’s Year-End Message

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

       Robert Kafafian, President & CEO, The Kafafian Group, Inc.

Nov 24, 2020

Two 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.

Oct 27, 2020

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

Sep 29, 2020

How 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.

Aug 25, 2020

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

Jul 28, 2020

Turn 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

Jun 23, 2020

How 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

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

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