The Future of Fintech! Are You Ready?!

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 - Charles E. Potts, SVP & Chief Innovation Officer, ICBA Services Network

Data Cleansing & Data Governance: What the heck does that mean?

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

       Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Kim Snyder, Found and CEO, KlariVis

M&A From a Strategic Perspective

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

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

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

Top Post-Pandemic Issues Facing CFOs

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

       Jeff Marsico, President, The Kafafian Group, Inc.

Guest - George Rapp, EVP and Chief Financial Officer, The Bank of Princeton

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.

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

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

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

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

Bob Kafafian’s Year-End Message

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

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

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.

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

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.

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

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

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

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

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

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

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.

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.

Bob Kafafian – Up Close and Personal!

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

Guests - Bob & Pauline Kafafian 

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.

 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

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