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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: Page 2
Aug 27, 2019

Cannabis Banking – Are You Ready?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

           Matt Prosseda, Managing Director, The Kafafian Group, Inc.

Guest - Jon K. Skarin, EVP of Legislature & Regulatory Policy, Massachusetts Bankers Association

Jul 30, 2019

Welcome Megan Rutledge!

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

          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

Guest - Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.

Jul 30, 2019

Core Providers, Open Banking, APIs: What Should You Know?

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

Jun 25, 2019

Insights from Gerard Cassidy, RBC Capital Markets

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

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

Guest - Gerard Cassidy, Managing Director, RBC Capital Markets

May 28, 2019

Is Your Loan Portfolio Ready for the Next Recession?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

           Matt Prosseda, Managing Director, The Kafafian Group, Inc.

Guest - Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender

Apr 23, 2019

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions.

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

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

Guest- Jerry Champi, President and CEO, FNCB Bank

Mar 26, 2019

Is Your Brand A Loser?  What Does it Take to Rebrand?

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.

Guests- Tim Pannell, President & CEO, Financial Marketing Solutions 

Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank

Feb 26, 2019

BB&T and SunTrust – Why Merge?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

           Jill Pursell, Senior Vice President, The Kafafian Group, Inc.

Feb 26, 2019

What’s On Your Mind?

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.

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

           Jill Pursell, Senior Vice President, The Kafafian Group, Inc.

           Matt Prosseda, Managing Director, The Kafafian Group, Inc.

Jan 29, 2019

Federal Government Shutdown: What are Banks Doing?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Jan 29, 2019

What Makes a “Great” Community Bank Board?

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

         Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

         George W. Millward, Managing Director, The Kafafian Group, Inc.

Guests - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland

Dec 21, 2018

Ten Things Community Bankers Should Be Thankful For During This Holiday Season

Hosts:  Sharon Lorman, Vice President, The Kafafian Group, Inc.                     Robert Kafafian, President & CEO, The Kafafian Group, Inc.

Nov 27, 2018

Agencies Propose New Leverage Ratio for Community Banks

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

           Kyle Kuster, Senior Consultant, The Kafafian Group, Inc.

Nov 27, 2018

Community Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to Help

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guests - Tina Giorgio, President & CEO, ICBA Bancard

             Damon Moorer, President & CEO, TCM Bank N.A.

Oct 30, 2018

Is it Time to Start a New Bank?  De Novo Applications are Up!

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Joseph W. Major, Chairman of the Board & CEO, The Victory Bank

Oct 30, 2018

FDIC to Revisit Brokered Deposit Rules

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Sep 25, 2018

What's New (and Not!) in Stress Testing 

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Sep 25, 2018

Cybersecurity in Banking - Hot Topics!

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

Guest - Sudhir Kondisetty, Principal, RSM US LLP

Aug 28, 2018

Cardless ATMs: No Card? No Problem!

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.

Aug 28, 2018

How to Deliver Value to Your Constituencies

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 - Preston L. Kennedy, Vice Chairman of the Board of Bank of Zachary, Chairman-elect of the Independent Community Banks of America (ICBA)

Jul 24, 2018

Welcome to Matt Prosseda

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

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

           Matt Prosseda, Managing Director, The Kafafian Group, Inc.

Jul 24, 2018

The Future of Community Bank Mergers

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.

Guest - James S. Vaccaro, Chairman, President & CEO, Manasquan Bank

Jun 26, 2018

The Road to CECL

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Jun 26, 2018

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Maureen Kalena, Vice President & Relationship Manager, FHLB of New York

May 29, 2018

Successful Transformation! Machias Savings Bank!

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 - Lawrence "Larry" L. Barker, President & CEO, Machias Savings Bank

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