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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: 2019
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

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

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.

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

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.

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.

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

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.

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