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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 3
Aug 28, 2018

Cardless ATMs: No Card? No Problem!

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Aug 28, 2018

How to Deliver Value to Your Constituencies

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Preston L. Kennedy, Vice Chairman of the Board of Bank of Zachary, Chairman-elect of the Independent Community Banks of America (ICBA)

Jul 24, 2018

Welcome to Matt Prosseda

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

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

           Matt Prosseda, Managing Director, The Kafafian Group, Inc.

Jul 24, 2018

The Future of Community Bank Mergers

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.

Guest - James S. Vaccaro, Chairman, President & CEO, Manasquan Bank

Jun 26, 2018

The Road to CECL

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Jun 26, 2018

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Maureen Kalena, Vice President & Relationship Manager, FHLB of New York

May 29, 2018

Finally Some Regulatory Relief!

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

May 29, 2018

Successful Transformation! Machias Savings Bank!

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Lawrence "Larry" L. Barker, President & CEO, Machias Savings Bank

May 2, 2018

Community Bank Profitability

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

May 1, 2018

Balancing Digital and Physical Presence

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Apr 24, 2018

Is Your Brand Dead?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Cassandra Giovanni, Marketing Manager, Savings Institute Bank & Trust Company

Mar 27, 2018

Pricing Discipline in a Rising Rate Environment

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Joel Rosenberg, Managing Director - Client Success and Delivery, PrecisionLender

Feb 28, 2018

Are Your Priorities in Sync with Your Peers?

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

           Richard Ciolli, Senior Vice President, The Kafafian Group, Inc.

Guest - Steve Powless, Chairman & CEO, CSI 

Jan 30, 2018

Indirect Lending - Are you in or out? / Tax Reform and the Banking Industry

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Charles Guarino, Senior Vice President, Director of Marketing & Chief Lending Executive, Five Star Bank

Dec 26, 2017

Crisis Management / Banking's Top 5 in Total Return to Shareholders / Bitcoin Mania

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

         Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Hart S. Brown, Executive Vice President and COO of Firestorm

Nov 28, 2017

Banking Is a Team Sport / Zelle / A Public Bank for New Jersey?

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

         Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Anne Deeter Gallaher, Owner/CEO of Deeter Gallaher Group, LLC

Oct 24, 2017

Abacus: Small Enough to Jail, A Behind the Scenes Listen

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

           George W. Millward, Managing Director, The Kafafian Group, Inc.

Guests - Jill Sung, President & CEO, Abacus Bank

             Vera Sung, Attorney & Director, Abacus Bank

Sep 26, 2017

Community Banking and Hurricane Relief / Equifax Breach / Community Banks That Break the Mold

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - R. Scott Heitkamp, Chairman of the Independent Community Banks of America (ICBA) and President & CEO of ValueBank Texas

           Carrie Heitkamp, Quality Assurance, ValueBank Texas

Aug 29, 2017

Current Expected Credit Losses ("CECL") - A Conversation with FASB Board Member, R. Harold Schroeder

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.

Guest - R. Harold Schroeder, FASB Board Member

Jul 26, 2017

Holding Company or No Holding Company? / Investor Groups Buying Banks / Regulator Focus on Wholesale Funding

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

           Kyle Kuster, Senior Consultant, The Kafafian Group, Inc.

Guest - Robert Schwartz, Partner, Windels Marx Lane & Mittendorf, LLP

 

 

Jun 28, 2017

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

Guest - Danielle Holland, President & CEO, Financial Managers Society (FMS)

           John Westwood, Past Chairman of the Board, FMS and SVP & CFO, Mansfield Bank

May 30, 2017

Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017

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

           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guest - Paul Van Ostenbridge - President, CEO & Director, Stewardship Financial Corporation and Atlantic Stewardship Bank

Apr 25, 2017

Regulators Deem Strategic Risk a Top Concern / Is Reputation Everything?

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

          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Mar 28, 2017

Succession Planning / Customers Bancorp Sells BankMobile Unit to Flagship Community Bank

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

          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

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

Guests - Jim Langmead, CFO and Executive Vice President, EagleBank, Eagle Bancorp

            Charles Levingston, Executive Vice President of Finance of EagleBank,       Incoming CFO, EagleBank, Eagle Bancorp

Feb 21, 2017

HOPE Inside - A Model for Financial Inclusion & Increased Business for Banks / Regulatory Relief? 

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

          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.

          Jill Pursell, Vice President, The Kafafian Group, Inc.

Guest - John Hope Bryant, Operation HOPE CEO and Founder

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