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.
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
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
Jeff Marsico – Up Close and Personal!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest - Jeff Marsico, President, The Kafafian Group, Inc.
Jackie Marsico, Jeff's Wife
Shannon Marsico Burke, Jeff and Jackie's oldest daughter
The Kafafian Group’s 20th Anniversary!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Kelly Smith, Senior Vice President, The Kafafian Group, Inc.
COVID’s Ongoing Impact on Bank Branches
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Gregg Wagner, Managing Director, The Kafafian Group, Inc.
Megan McMahon, Senior Consultant, The Kafafian Group, Inc.
Guests - Jacob Iampietro, SVP & Director of Retail Banking, Penn Community Bank
Thomas Minichiello, SVP & Head of Retail Banking, Kish Bank
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