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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 1
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

Feb 23, 2021

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

Jan 26, 2021

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

Dec 21, 2020

Bob Kafafian’s Year-End Message

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

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

Nov 24, 2020

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.

Oct 27, 2020

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

Sep 29, 2020

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.

Aug 25, 2020

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

Jul 28, 2020

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

Jun 23, 2020

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

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