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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
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

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

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