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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: 2020
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.

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