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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: 2016
Dec 27, 2016

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other 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.

Gregg Wagner, Managing Director, The Kafafian Group, Inc.

Guest - Anthony Labozzetta, President and CEO of Sussex Bancorp

Nov 29, 2016

Effect of Trump Presidency on Banking Industry / Geo-Jumping in Bank M&A / Acquisitions and Recapitalizations of Smaller 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.

Guest - Michael P. Affuso, Esq., Executive Vice President and Director of Government Relations, New Jersey Bankers Association

Oct 25, 2016

Bigger Banks Gobble Up Deposits / Wells Fargo Update and Measuring Performance to Incent Desired Behavior / Banking and Robotics

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

Panel - Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

          Rich Trauger, Managing Director, The Kafafian Group, Inc.

          Gregg Wagner, Managing Director, The Kafafian Group, Inc. 

Sep 28, 2016

FDIC Change in De Novo Policy / Live Oak Bank Tops List as Best Bank to Work For / Wells Fargo in the News

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

           Rich Trauger, Managing Director, The Kafafian Group, Inc.

           Jill Pursell, Vice President, The Kafafian Group, Inc.

Guest - Wayne A. Abernathy, Executive Vice President, American Bankers Association

Aug 30, 2016

Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins

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.

Guest - Mary Ann Scully, Chairman, President and CEO of Howard Bank

Jul 26, 2016

Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals

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.

Jun 28, 2016

BREXIT / CECL / Investing in Banks / Fintech / DFAST

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

           Rich Trauger, Managing Director, The Kafafian Group, Inc.

Guest - Richard J. Parsons, Banking Industry Analyst, Speaker and Writer; Author of Investing in Banks: Strategies and Statistics for Bankers  and Broke:  America's Banking System

 

May 24, 2016

Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc,

Guests - Jill Castilla, President & CEO, Citizens Bank of Edmond

             Ann Chen, Senior Marketing Officer, Citizens Bank of Edmond

Apr 26, 2016

Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

Guest - Glenn E. Moyer, Senior Advisor, The Kafafian Group, Inc.

Mar 29, 2016

CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

Guest - Frank Korzekwinski, Senior Executive Vice President and Chief of Real Estate Lending, Flushing Bank

Feb 23, 2016

Stock Market and M&A Activity - Gerard Cassidy/Bank Technology

Hosts:  Sharon Lorman, Vice President; Robert Kafafian, President & CEO

Guest:  Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets

Jan 22, 2016

Athletes in Banking/David Bowie/Banks in Insurance

Hosts - Sharon Lorman and Jeff Marsico (The Kafafian Group, Inc.)

Guest - Todd Ellis, President, Sandy Spring Insurance

 

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