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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: 2021
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

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