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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

34:46

Wealth Management – Opportunities and Challenges in 2022

This Month in Banking ·

2022/07/26

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

en

41:13

Regulatory and Legislative Hurdles in 2022 – What You...

This Month in Banking ·

2022/06/28

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")

en

33:16

Bank of the Future? Newtek on Cusp of Bank Acquisition!

This Month in Banking ·

2022/05/24

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.

en

32:36

How Baseball Can Help Bankers Improve Performance

This Month in Banking ·

2022/04/26

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.

en

39:23

Benefits of Revenue Diversification in Banking

This Month in Banking ·

2022/03/29

Benefits of Revenue Diversification in Banking 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 - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.

en

40:17

Major Issues Impacting Bank Stocks and Valuations

This Month in Banking ·

2022/02/22

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

en

40:28

The Economy and Interest Rates – Where Are They Going?

This Month in Banking ·

2022/01/25

The Economy and Interest Rates – Where Are They Going? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank Hugh Blaxall, Managing Partner, VBC

en

21:30

Jeff Marsico – Up Close and Personal!

This Month in Banking ·

2021/12/28

Jeff Marsico – Up Close and Personal! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Jeff Marsico, President, The Kafafian Group, Inc. Jackie Marsico, Jeff's Wife Shannon Marsico Burke, Jeff and Jackie's oldest daughter

en

36:54

The Kafafian Group’s 20th Anniversary!

This Month in Banking ·

2021/11/23

The Kafafian Group’s 20th Anniversary! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Kelly Smith, Senior Vice President, The Kafafian Group, Inc.

en

31:48

COVID’s Ongoing Impact on Bank Branches

This Month in Banking ·

2021/10/26

COVID’s Ongoing Impact on Bank Branches Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Megan McMahon, Senior Consultant, The Kafafian Group, Inc. Guests - Jacob Iampietro, SVP & Director of Retail Banking, Penn Community Bank Thomas Minichiello, SVP & Head of Retail Banking, Kish Bank

en

37:28

The Future of Fintech! Are You Ready?!

This Month in Banking ·

2021/09/28

The Future of Fintech! Are You Ready?! 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 - Charles E. Potts, SVP & Chief Innovation Officer, ICBA Services Network

en

32:46

Data Cleansing & Data Governance: What the heck does...

This Month in Banking ·

2021/08/24

Data Cleansing & Data Governance: What the heck does that mean? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Kim Snyder, Found and CEO, KlariVis

en

36:51

M&A From a Strategic Perspective

This Month in Banking ·

2021/07/27

M&A From a Strategic Perspective Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc.

en

22:20

Top Post-Pandemic Issues Facing CFOs

This Month in Banking ·

2021/06/29

Top Post-Pandemic Issues Facing CFOs Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - George Rapp, EVP and Chief Financial Officer, The Bank of Princeton

en

37:42

Squared Away – How Can Bankers Succeed as Economic...

This Month in Banking ·

2021/05/25

Squared Away – How Can Bankers Succeed as Economic First Responders Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc.

en

46:55

Culture Building in a Telecommuting World and What’s...

This Month in Banking ·

2021/04/27

Culture Building in a Telecommuting World and What’s the New Normal for a Post-Coronavirus Workplace? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guests - Alan Kaplan, CEO, Kaplan Partners Austin Stonitsch, EVP, Chief Human Resources Officer, Dime Community Bank Janet Whitehead, SVP, Human Resources, Univest Financial Corporation

en

34:52

Top Banking Issues in 2021

This Month in Banking ·

2021/03/30

Top Banking Issues in 2021 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guest - Randy Hultgren, President & CEO, Illinois Bankers Association

en

26:40

Credit Risk and Post Pandemic Planning

This Month in Banking ·

2021/02/23

Credit Risk and Post Pandemic Planning Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Matthew Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Ronda McDowell, EVP & Chief Credit Officer, Sandy Spring Bank

en

26:15

Purpose Driven Banking - A Better Business Model?

This Month in Banking ·

2021/01/26

Purpose Driven Banking - A Better Business Model? 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 - Clay Adams, President and CEO, Mascoma Bank

en

10:17

Bob Kafafian’s Year-End Message

This Month in Banking ·

2020/12/21

Bob Kafafian’s Year-End Message Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc.

en

120 results

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