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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 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

Dec 26, 2023

2024 Banking Industry Trends

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

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

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

Nov 28, 2023

Managing Through Change, Getting Stuff Done!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Michael A. Butler, President, CEO & Chairman, Grasshopper Bancorp, Inc.

Oct 24, 2023

AI in Community Banking - Are YOU Ready?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Saroop Bharwani, Co-Founder & CEO, Senso.ai

Sep 26, 2023

Hot Topics in Accounting – What you need to know!

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

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

Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP

           Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services

Aug 29, 2023

What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Mark E. Tryniski, CEO, President & Director, Community Bank Systems, Inc.

Jul 25, 2023

What should be in your deposit strategy?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Neil Stanley, CEO and Founder, The Core Point

Jun 27, 2023

What Does Brand Get You?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Amber Farley, Executive Vice President, Brand Development, FMS (Financial Marketing Solutions)

May 30, 2023

How to Acquire and Retain Small Business Relationships

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Matt Carcich, President, CEO & Director, Freedom Bancorp, Inc. and Freedom Bank

Apr 25, 2023

Why Do Branches Fail at Sales?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Jack Hubbard, Co-Founder and Managing Partner of The Modern Banker & Chief Experience Officer of Jack Hubbard Consulting

Mar 28, 2023

Instant Payments are Here! What Are the Implications for Community Banks?

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

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

Guest - Nick Denning, SVP of Payments Industry Relations, ICBA Bancard, a subsidiary of the ICBA

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.

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