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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

35:30

Two High Performing Banks Merge in the Midst of COVID

This Month in Banking ·

2020/11/24

Two High Performing Banks Merge in the Midst of COVID 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. Guests - Christopher Martin, Chairman & CEO, Provident Financial Services, Inc. Anthony J. Labozzetta, President, COO & Director, Provident Financial Services, Inc.

en

34:49

Transitioning Away From LIBOR - Are You Ready?

This Month in Banking ·

2020/10/27

Transitioning Away From LIBOR - Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial Kimberly Johnston, Director of Regulatory Advisory, Chatham's Financial Institutions Group

en

33:47

How the Pandemic has Fundamentally Changed Community...

This Month in Banking ·

2020/09/29

How the Pandemic has Fundamentally Changed Community Banking 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.

en

40:51

Online Account Opening – Bring on the Deposits!

This Month in Banking ·

2020/08/25

Online Account Opening – Bring on the Deposits! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guests- Michael Bingold, Senior Executive Vice President, Chief Retail & Client Development Officer, Flushing Financial Corporation Raj Patel, Co-Founder & COO, MANTL

en

32:35

Turn Non-Customer PPP Borrowers into YOUR Customers

This Month in Banking ·

2020/07/28

Turn Non-Customer PPP Borrowers into YOUR Customers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guests - Patricia Husic, CEO & Director, Centric Bank & Centric Financial Corporation

en

49:16

How to Win Business From Big Banks With Sophisticated...

This Month in Banking ·

2020/06/23

How to Win Business From Big Banks With Sophisticated Lending Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial Zohar Goshen, Founder & CEO, Meteci

en

35:22

The Effects of Covid-19 on Bank Earnings, Credit...

This Month in Banking ·

2020/05/26

The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets

en

29:57

Covid-19 and Bank Liquidity

This Month in Banking ·

2020/04/28

Covid-19 and Bank Liquidity Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC

en

40:21

Millennials – What Do They Want From Their Bank?

This Month in Banking ·

2020/03/24

Millennials – What Do They Want From Their Bank? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Megan Rutledge, Senior Consultant, The Kafafian Group, Inc. Andrew Rietz, Vice President, The Kafafian Group, Inc. Kyle Kuster, Vice President, The Kafafian Group, Inc. Guest - Craig Rodenberger, Vice President & Marketing Director, Ephrata National Bank

en

44:12

Private Equity Investing in Banking

This Month in Banking ·

2020/02/25

Private Equity Investing in Banking Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Guest - Jim Deutsch, Partner, Patriot Financial Partners, L.P.

en

30:34

Banking New Year's Resolutions - We Have Opinions

This Month in Banking ·

2020/01/28

Banking New Year's Resolutions - We Have Opinions Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc.

en

34:37

Bob Kafafian – Up Close and Personal!

This Month in Banking ·

2019/12/24

Bob Kafafian – Up Close and Personal! Host - Sharon Lorman, Vice President, The Kafafian Group, Inc. Guests - Bob & Pauline Kafafian

en

30:58

Are Diversity Requirements Really Necessary?

This Month in Banking ·

2019/11/27

Are Diversity Requirements Really Necessary? 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.

en

28:51

Finxact Core System – It's Different!

This Month in Banking ·

2019/10/29

Finxact Core System – It's Different! 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 - Michael Sanchez, President & Founder, Finxact

en

36:19

Byline Bank Turned its Future from Bleak to Bright!

This Month in Banking ·

2019/09/24

Byline Bank Turned its Future from Bleak to Bright! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Jill Pursell, Managing Director, The Kafafian Group, Inc. Guest - Alberto J. Paracchini, President, CEO & Director, Byline Bank

en

28:08

Cannabis Banking – Are You Ready?

This Month in Banking ·

2019/08/27

Cannabis Banking – Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Jon K. Skarin, EVP of Legislature & Regulatory Policy, Massachusetts Bankers Association

en

08:16

Welcome Megan Rutledge!

This Month in Banking ·

2019/07/30

Welcome Megan Rutledge! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.

en

33:51

Core Providers, Open Banking, APIs: What Should You...

This Month in Banking ·

2019/07/30

Core Providers, Open Banking, APIs: What Should You Know? 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 - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition

en

37:37

Insights from Gerard Cassidy, RBC Capital Markets

This Month in Banking ·

2019/06/25

Insights from Gerard Cassidy, RBC Capital Markets Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, President & CEO, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director, RBC Capital Markets

en

24:58

Is Your Loan Portfolio Ready for the Next Recession?

This Month in Banking ·

2019/05/28

Is Your Loan Portfolio Ready for the Next Recession? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender

en

120 results

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