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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 3
Jan 30, 2018

Indirect Lending - Are you in or out? / Tax Reform and the Banking Industry

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 - Charles Guarino, Senior Vice President, Director of Marketing & Chief Lending Executive, Five Star Bank

Dec 26, 2017

Crisis Management / Banking's Top 5 in Total Return to Shareholders / Bitcoin Mania

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 - Hart S. Brown, Executive Vice President and COO of Firestorm

Nov 28, 2017

Banking Is a Team Sport / Zelle / A Public Bank for New Jersey?

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 - Anne Deeter Gallaher, Owner/CEO of Deeter Gallaher Group, LLC

Oct 24, 2017

Abacus: Small Enough to Jail, A Behind the Scenes Listen

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 - Jill Sung, President & CEO, Abacus Bank

             Vera Sung, Attorney & Director, Abacus Bank

Sep 26, 2017

Community Banking and Hurricane Relief / Equifax Breach / Community Banks That Break the Mold

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 - R. Scott Heitkamp, Chairman of the Independent Community Banks of America (ICBA) and President & CEO of ValueBank Texas

           Carrie Heitkamp, Quality Assurance, ValueBank Texas

Aug 29, 2017

Current Expected Credit Losses ("CECL") - A Conversation with FASB Board Member, R. Harold Schroeder

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 - R. Harold Schroeder, FASB Board Member

Jul 26, 2017

Holding Company or No Holding Company? / Investor Groups Buying Banks / Regulator Focus on Wholesale Funding

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.

Guest - Robert Schwartz, Partner, Windels Marx Lane & Mittendorf, LLP

 

 

Jun 28, 2017

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior

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

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

Guest - Danielle Holland, President & CEO, Financial Managers Society (FMS)

           John Westwood, Past Chairman of the Board, FMS and SVP & CFO, Mansfield Bank

May 30, 2017

Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017

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 - Paul Van Ostenbridge - President, CEO & Director, Stewardship Financial Corporation and Atlantic Stewardship Bank

Apr 25, 2017

Regulators Deem Strategic Risk a Top Concern / Is Reputation Everything?

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.

Mar 28, 2017

Succession Planning / Customers Bancorp Sells BankMobile Unit to Flagship Community Bank

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 - Jim Langmead, CFO and Executive Vice President, EagleBank, Eagle Bancorp

            Charles Levingston, Executive Vice President of Finance of EagleBank,       Incoming CFO, EagleBank, Eagle Bancorp

Feb 21, 2017

HOPE Inside - A Model for Financial Inclusion & Increased Business for Banks / Regulatory Relief? 

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

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

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

Guest - John Hope Bryant, Operation HOPE CEO and Founder

Jan 24, 2017

Blockchain 101 / New Pay Structure for Wells Fargo Branch Employees / Did Bank of America Underpay FDIC Premiums?

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 - Bryan Yurcan, Senior Writer, American Banker

Dec 27, 2016

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other 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.

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

Guest - Anthony Labozzetta, President and CEO of Sussex Bancorp

Nov 29, 2016

Effect of Trump Presidency on Banking Industry / Geo-Jumping in Bank M&A / Acquisitions and Recapitalizations of Smaller 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.

Guest - Michael P. Affuso, Esq., Executive Vice President and Director of Government Relations, New Jersey Bankers Association

Oct 25, 2016

Bigger Banks Gobble Up Deposits / Wells Fargo Update and Measuring Performance to Incent Desired Behavior / Banking and Robotics

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

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

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

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

Sep 28, 2016

FDIC Change in De Novo Policy / Live Oak Bank Tops List as Best Bank to Work For / Wells Fargo in the News

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

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

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

Guest - Wayne A. Abernathy, Executive Vice President, American Bankers Association

Aug 30, 2016

Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins

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.

Guest - Mary Ann Scully, Chairman, President and CEO of Howard Bank

Jul 26, 2016

Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals

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.

Jun 28, 2016

BREXIT / CECL / Investing in Banks / Fintech / DFAST

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

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

Guest - Richard J. Parsons, Banking Industry Analyst, Speaker and Writer; Author of Investing in Banks: Strategies and Statistics for Bankers  and Broke:  America's Banking System

 

May 24, 2016

Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements

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

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

Guests - Jill Castilla, President & CEO, Citizens Bank of Edmond

             Ann Chen, Senior Marketing Officer, Citizens Bank of Edmond

Apr 26, 2016

Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence

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

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

Guest - Glenn E. Moyer, Senior Advisor, The Kafafian Group, Inc.

Mar 29, 2016

CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn

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

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

Guest - Frank Korzekwinski, Senior Executive Vice President and Chief of Real Estate Lending, Flushing Bank

Feb 23, 2016

Stock Market and M&A Activity - Gerard Cassidy/Bank Technology

Hosts:  Sharon Lorman, Vice President; Robert Kafafian, President & CEO

Guest:  Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets

Jan 22, 2016

Athletes in Banking/David Bowie/Banks in Insurance

Hosts - Sharon Lorman and Jeff Marsico (The Kafafian Group, Inc.)

Guest - Todd Ellis, President, Sandy Spring Insurance

 

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