The Kafafian Group, Inc.
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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The Kafafian Group, Inc.
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27. Okt 2026
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The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior 28.06.2017 28:45
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, F...
Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017 30.05.2017 37:38
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 an...
Regulators Deem Strategic Risk a Top Concern / Is Reputation Everything? 25.04.2017 35:08
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.
Succession Planning / Customers Bancorp Sells BankMobile Unit to Flagship Community Bank 28.03.2017 41:48
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 Le...
Operation HOPE - John Hope Bryant / Regulatory Relief? 21.02.2017 38:53
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
Blockchain 101 / New Pay Structure for Wells Fargo Branch Employees / Did Bank of America Underpay FDIC Premiums? 24.01.2017 37:45
Blockchain 101 / New Pay Structure for Wells Fargo Branch Employees / Did Bank of America Underpay FDIC Premiums? 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 - Bryan Yurcan, Senior Writer, American Banker
Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks 27.12.2016 41:50
Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks 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. Gregg Wagner, Managing Director, T...
Effect of Trump Presidency on Banking Industry 29.11.2016 37:19
Effect of Trump Presidency on Banking Industry / Geo-Jumping in Bank M&A / Acquisitions and Recapitalizations of Smaller Community Banks 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 - Michael P. Affuso, Esq., Executive Vice Presid...
Bigger Banks Gobble Up Deposits / Wells Fargo Update 25.10.2016 41:32
Bigger Banks Gobble Up Deposits / Wells Fargo Update and Measuring Performance to Incent Desired Behavior / Banking and Robotics Host - Sharon Lorman, Vice President, The Kafafian Group, Inc. Panel - Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc....
Wells Fargo - Phony Accounts/FDIC Change in De Novo Policy 28.09.2016 36:30
FDIC Change in De Novo Policy / Live Oak Bank Tops List as Best Bank to Work For / Wells Fargo in the News Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Jill Pursell, Vice President, The Kafafian Group, Inc. Guest - Wayne A. Abernathy, Executive Vice President, American Bankers Association
Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins 30.08.2016 39:21
Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins 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. Rich Trauger, Managing Director, The Kafafian Gr...
Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals 26.07.2016 36:42
Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals 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. Rich Trauger, Managing Director, The Kafafian Group, Inc.
BREXIT / CECL / Investing in Banks / Fintech / DFAST 28.06.2016 33:39
BREXIT / CECL / Investing in Banks / Fintech / DFAST Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Richard J. Parsons, Banking Industry Analyst, Speaker and Writer; Author of Investing in Banks: Strategies and Statistics for Bankers and Broke: America's Banking System
Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements 24.05.2016 45:51
Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc, Guests - Jill Castilla, President & CEO, Citizens Bank of Edmond Ann Chen, Senior Marketing Officer, Citizens Bank of Edmond
Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence 26.04.2016 35:32
Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Glenn E. Moyer, Senior Advisor, The Kafafian Group, Inc.
CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn 29.03.2016 32:20
CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Frank Korzekwinski, Senior Executive Vice President and Chief of Real Estate Lending, Flushing Bank
Stock Market and M&A Activity - Gerard Cassidy/Bank Technology 23.02.2016 39:30
Stock Market and M&A Activity - Gerard Cassidy/Bank Technology Hosts: Sharon Lorman, Vice President; Robert Kafafian, President & CEO Guest: Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets
Athletes in Banking/David Bowie/Banks in Insurance 22.01.2016 35:41
Athletes in Banking/David Bowie/Banks in Insurance Hosts - Sharon Lorman and Jeff Marsico (The Kafafian Group, Inc.) Guest - Todd Ellis, President, Sandy Spring Insurance
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