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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: 2024
Aug 27, 2024

Banking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - James Robert Lay, Founder and CEO, Digital Growth Institute

Jul 30, 2024

Pig Butchering Scams – Help Protect Your Customers!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA

Jun 25, 2024

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

May 28, 2024

Banks Can Thrive or Die, What History Teaches Us

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - John Maxfield, Banking Specialist, Author of the Maxfield on Banks Substack

Apr 23, 2024

How Promoting Financial Literacy Can Help Financial Institutions Perform Better

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Arindam Nag, CEO & Co-Founder, Centsai

        Christina Sandy, Head of Business Development, Centsai

 

Mar 26, 2024

Ingredients to a Successful Management Team

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Bartow Morgan Jr., CEO & Director, Georgia Banking Company

Feb 27, 2024

Reducing Expenses with Process Automation

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

        Jill Pursell, Managing Director, The Kafafian Group, Inc.

        Chris Jacobsen, Managing Director, The Kafafian Group, Inc.

Guest - Rachel G. Bitner, EVP & Chief Financial Officer, Ephrata National Bank

Jan 30, 2024

Graduating from Data Analytics to Data Utilization

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Steven M. Fusco, EVP & CFO, Spencer Savings Bank

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