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PODCAST

This Month in Banking

The Kafafian Group, Inc.

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.

business business news

All Episodes

27:04

Reducing Expenses with Process Automation

This Month in Banking ·

2024/02/27

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

en

34:24

Graduating from Data Analytics to Data Utilization

This Month in Banking ·

2024/01/30

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

en

39:19

2024 Banking Industry Trends

This Month in Banking ·

2023/12/26

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.

en

50:37

Managing Through Change, Getting Stuff Done!

This Month in Banking ·

2023/11/28

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.

en

28:53

AI in Community Banking - Are YOU Ready?

This Month in Banking ·

2023/10/24

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

en

47:27

Hot Topics in Accounting – What you need to know!

This Month in Banking ·

2023/09/26

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

en

46:48

What is the “Secret Sauce” to Community Bank System,...

This Month in Banking ·

2023/08/29

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.

en

52:26

What should be in your deposit strategy?

This Month in Banking ·

2023/07/25

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

en

42:29

What Does Brand Get You?

This Month in Banking ·

2023/06/27

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)

en

32:32

How to Acquire and Retain Small Business Relationships

This Month in Banking ·

2023/05/30

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

en

34:58

Why Do Branches Fail at Sales?

This Month in Banking ·

2023/04/25

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

en

31:15

Instant Payments are Here! What Are the Implications...

This Month in Banking ·

2023/03/28

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

en

35:52

Banking Turmoil. What’s Next?

This Month in Banking ·

2023/03/14

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.

en

38:21

Turnaround Success – U.S. Century Bank

This Month in Banking ·

2023/02/21

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)

en

36:07

How FinTech is Innovating Credit and Products for the...

This Month in Banking ·

2023/01/24

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.

en

29:57

What’s on Jeff’s Mind this Holiday Season?!

This Month in Banking ·

2022/12/27

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.

en

35:16

Strategies to Attract and Retain Top Talent

This Month in Banking ·

2022/11/29

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

en

47:34

Navigating the Moat Your Core Processor Has Built...

This Month in Banking ·

2022/10/25

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

en

39:35

Banks are Responsible for Building Bankers!

This Month in Banking ·

2022/09/27

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

en

36:19

Totem, the First Challenger Bank for Native Americans!

This Month in Banking ·

2022/08/30

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.

en

120 results

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