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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: 2025
Dec 30, 2025

Bank Strategy:  Community vs. National Banks

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guests - Andrew Baker, Chief Strategy Officer, F&M Bank

Nov 25, 2025

Bank M&A Today and Outlook for 2026

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Dave Danielson, Managing Director, The Kafafian Group, Inc.

Oct 28, 2025

Improving Shareholder Liquidity in Community Banks

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guests - Matt Schultheis, Founder of BankVault Research

Sep 23, 2025

Scaling a Community Bank: Tech, Team, and Deposits

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

Guests - Brant Ward, President, Signature Bank of Arkansas

Aug 26, 2025

Shareholder Succession

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

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

Guests - Pete Scully, President, My Private Shares

Andrew Rietz, Managing Director of Financial Institutions, My Private Shares

Jul 29, 2025

Banking on Insight: Inflation, Risk & the Road Ahead

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall

Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank

Jun 24, 2025

Bank Stocks & Beyond: Gerard Cassidy's Forecast

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets

May 27, 2025

Navigating the AI Revolution: A Community Bank Perspective

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Andy Schornack, President, Security Bank & Trust Co.

Apr 29, 2025

Bank Transformation Unpacked: The Newtek Story Continues

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Barry Sloane, Chairman & CEO, Newtek Bank

Mar 25, 2025

Cannabis Banking in 2025

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

Guest - Michael Beird, Author of Cannabis Banking

Feb 25, 2025

Crypto, Fintech, and other Non-Interest Income Drivers in 2025

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

Guest - Matt West, Chief Executive Officer, Xenios

Jan 28, 2025

Big Picture: The Future of Community Financial Institutions

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence

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