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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: 2022
Nov 29, 2022

Strategies to Attract and Retain Top Talent

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guests - Susan Rogers, People Pinnacle

        Bethany Denning, People Pinnacle

Oct 25, 2022

Navigating the Moat Your Core Processor Has Built Around Your Data

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition

Sep 27, 2022

Banks are Responsible for Building Bankers!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Chris Kelley, Executive Director, The Barret School of Banking

Aug 30, 2022

Totem, the First Challenger Bank for Native Americans!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Amber Buker, Founder & CEO of Totem Technologies, Inc.

Jul 26, 2022

Wealth Management – Opportunities and Challenges in 2022

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 - Valerie O. Murray, CFP, President, Beacon Trust

Jun 28, 2022

Regulatory and Legislative Hurdles in 2022 – What You Need to Know!

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

       Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

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

Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")

May 24, 2022

Bank of the Future? Newtek on Cusp of Bank Acquisition!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

     Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.

Apr 26, 2022

How Baseball Can Help Bankers Improve Performance

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

Mar 29, 2022

Benefits of Revenue Diversification in Banking

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 - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.

 

Feb 22, 2022

Major Issues Impacting Bank Stocks and Valuations

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

       Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

Guest - Gerard S. Cassidy, Managing Director - Equity Research, RBC Capital Markets

Jan 25, 2022

The Economy and Interest Rates – Where Are They Going?

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

       Jeff Marsico, President, The Kafafian Group, Inc.

Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank

       Hugh Blaxall, Managing Partner, VBC

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