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.
Author
The Kafafian Group, Inc.
Category
Podcast website
Latest episode
Jun 23, 2026
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Episodes
Banks Can Thrive or Die, What History Teaches Us 28.05.2024 39:43
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
How Promoting Financial Literacy Can Help Financial Institutions Perform Better 23.04.2024 40:25
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
Ingredients to a Successful Management Team 26.03.2024 33:12
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
Reducing Expenses with Process Automation 27.02.2024 27:04
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
Graduating from Data Analytics to Data Utilization 30.01.2024 34:24
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
2024 Banking Industry Trends 26.12.2023 39:19
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.
Managing Through Change, Getting Stuff Done! 28.11.2023 50:37
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.
AI in Community Banking - Are YOU Ready? 24.10.2023 28:53
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
Hot Topics in Accounting – What you need to know! 26.09.2023 47:27
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
What is the "Secret Sauce" to Community Bank System, Inc.'s Long Term Success? 29.08.2023 46:48
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.
What should be in your deposit strategy? 25.07.2023 52:26
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
What Does Brand Get You? 27.06.2023 42:29
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)
How to Acquire and Retain Small Business Relationships 30.05.2023 32:32
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
Why Do Branches Fail at Sales? 25.04.2023 34:58
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
Instant Payments are Here! What Are the Implications for Community Banks? 28.03.2023 31:15
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
Banking Turmoil. What's Next? 14.03.2023 35:52
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.
Turnaround Success – U.S. Century Bank 21.02.2023 38:21
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)
How FinTech is Innovating Credit and Products for the Next Generation of Borrowers 24.01.2023 36:07
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.
What's on Jeff's Mind this Holiday Season?! 27.12.2022 29:57
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.
Strategies to Attract and Retain Top Talent 29.11.2022 35:16
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
Navigating the Moat Your Core Processor Has Built Around Your Data 25.10.2022 47:34
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
Banks are Responsible for Building Bankers! 27.09.2022 39:35
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
Totem, the First Challenger Bank for Native Americans! 30.08.2022 36:19
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.
Wealth Management – Opportunities and Challenges in 2022 26.07.2022 34:46
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
Regulatory and Legislative Hurdles in 2022 – What You Need to Know! 28.06.2022 41:13
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")
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