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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

34:49

Improving Shareholder Liquidity in Community Banks

This Month in Banking ·

2025/10/28

Improving Shareholder Liquidity in Community Banks Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Matt Schultheis, Founder of BankVault Research

en

36:48

Scaling a Community Bank: Tech, Team, and Deposits

This Month in Banking ·

2025/09/23

Scaling a Community Bank: Tech, Team, and Deposits Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Brant Ward, President, Signature Bank of Arkansas

en

30:09

Shareholder Succession

This Month in Banking ·

2025/08/26

Shareholder Succession Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Richard Trauger, Managing Director, The Kafafian Group, Inc. Guests - Pete Scully, President, My Private Shares Andrew Rietz, Managing Director of Financial Institutions, My Private Shares

en

01:11:18

Banking on Insight: Inflation, Risk & the Road Ahead

This Month in Banking ·

2025/07/29

Banking on Insight: Inflation, Risk & the Road Ahead Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank

en

48:38

Bank Stocks & Beyond: Gerard Cassidy's Forecast

This Month in Banking ·

2025/06/24

Bank Stocks & Beyond: Gerard Cassidy's Forecast Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets

en

37:39

Navigating the AI Revolution: A Community Bank...

This Month in Banking ·

2025/05/27

Navigating the AI Revolution: A Community Bank Perspective Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Andy Schornack, President, Security Bank & Trust Co.

en

33:46

Bank Transformation Unpacked: The Newtek Story Continues

This Month in Banking ·

2025/04/29

Bank Transformation Unpacked: The Newtek Story Continues Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Barry Sloane, Chairman & CEO, Newtek Bank

en

33:32

Cannabis Banking in 2025

This Month in Banking ·

2025/03/25

Cannabis Banking in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Michael Beird, Author of Cannabis Banking

en

27:23

Crypto, Fintech, and other Non-Interest Income...

This Month in Banking ·

2025/02/25

Crypto, Fintech, and other Non-Interest Income Drivers in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Matt West, Chief Executive Officer, Xenios

en

44:09

Big Picture: The Future of Community Financial...

This Month in Banking ·

2025/01/28

Big Picture: The Future of Community Financial Institutions Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence

en

53:26

Potential Changes in Bank Regulation under the Trump...

This Month in Banking ·

2024/12/29

Potential Changes in Bank Regulation under the Trump Administration Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Anne Balcer, Senior Executive Vice President, Chief of Government Relations and Public Policy for the Independent Community Bankers of America (ICBA)

en

32:59

Stratum, New Technology That Will Revolutionize Banking!

This Month in Banking ·

2024/11/26

Stratum, New Technology That Will Revolutionize Banking! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Clay Adams, President and CEO, Mascoma Bank

en

46:42

Use Cases of Generative AI – What are the Risks?

This Month in Banking ·

2024/10/29

Use Cases of Generative AI – What are the Risks? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Chris Clements, VP of Solutions Architecture, CISO Global Tigran Safari, Solutions Architect and Client Experience Manager, CISO Global

en

36:07

Banking for Good - CFG Bank Supports Key Bridge Recovery

This Month in Banking ·

2024/09/24

Banking for Good - CFG Bank Supports Key Bridge Recovery Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Jack Dwyer, Chairman, CEO and Founder of CFG Bank

en

42:44

Banking on Change – The Leader’s Guide to Achieving...

This Month in Banking ·

2024/08/27

Banking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI 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 - James Robert Lay, Founder and CEO, Digital Growth Institute

en

43:42

Pig Butchering Scams – Help Protect Your Customers!

This Month in Banking ·

2024/07/30

Pig Butchering Scams – Help Protect Your Customers! 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 - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA

en

45:31

Major Issues Impacting Bank Stocks and Valuations

This Month in Banking ·

2024/06/25

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

39:43

Banks Can Thrive or Die, What History Teaches Us

This Month in Banking ·

2024/05/28

Banks Can Thrive or Die, What History Teaches Us Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - John Maxfield, Banking Specialist, Author of the Maxfield on Banks Substack

en

40:25

How Promoting Financial Literacy Can Help Financial...

This Month in Banking ·

2024/04/23

How Promoting Financial Literacy Can Help Financial Institutions Perform Better 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 - Arindam Nag, CEO & Co-Founder, Centsai Christina Sandy, Head of Business Development, Centsai

en

33:12

Ingredients to a Successful Management Team

This Month in Banking ·

2024/03/26

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

en

120 results

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