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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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Archives
Now displaying: Page 1
Mar 14, 2023

Banking Turmoil. What’s Next?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Feb 21, 2023

Turnaround Success – U.S. Century Bank

Hosts - Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Luis F. de la Aguilera, President, CEO & Director of USCB Financial Holdings, Inc. & U.S. Century Bank (UCSB)

Jan 24, 2023

How FinTech is Innovating Credit and Products for the Next Generation of Borrowers

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

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

Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.

Dec 27, 2022

What’s on Jeff’s Mind this Holiday Season?!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Nov 29, 2022

Strategies to Attract and Retain Top Talent

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guests - Susan Rogers, People Pinnacle

        Bethany Denning, People Pinnacle

Oct 25, 2022

Navigating the Moat Your Core Processor Has Built Around Your Data

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Sep 27, 2022

Banks are Responsible for Building Bankers!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Chris Kelley, Executive Director, The Barret School of Banking

Aug 30, 2022

Totem, the First Challenger Bank for Native Americans!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Amber Buker, Founder & CEO of Totem Technologies, Inc.

Jul 26, 2022

Wealth Management – Opportunities and Challenges in 2022

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 - Valerie O. Murray, CFP, President, Beacon Trust

Jun 28, 2022

Regulatory and Legislative Hurdles in 2022 – What You Need to Know!

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

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

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

Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")

May 24, 2022

Bank of the Future? Newtek on Cusp of Bank Acquisition!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

     Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.

Apr 26, 2022

How Baseball Can Help Bankers Improve Performance

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

Mar 29, 2022

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.

 

Feb 22, 2022

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

Jan 25, 2022

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

Dec 28, 2021

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

Nov 23, 2021

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.

Oct 26, 2021

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

Sep 28, 2021

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

Aug 24, 2021

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

Jul 27, 2021

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.

Jun 29, 2021

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

May 25, 2021

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.

Apr 27, 2021

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

Mar 30, 2021

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

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