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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 4
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CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn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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