The Kafafian Group, Inc.

This Month in Banking

Business EN ↓ 139 episodes

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

Business

Latest episode

Jun 23, 2026

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Episodes

Bank of the Future? Newtek on Cusp of Bank Acquisition! 24.05.2022

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.

How Baseball Can Help Bankers Improve Performance 26.04.2022

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.

Benefits of Revenue Diversification in Banking 29.03.2022

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.  

Major Issues Impacting Bank Stocks and Valuations 22.02.2022

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

The Economy and Interest Rates – Where Are They Going? 25.01.2022

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

Jeff Marsico – Up Close and Personal! 28.12.2021

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

The Kafafian Group's 20th Anniversary! 23.11.2021

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.

COVID Ongoing Impact on Bank Branches 26.10.2021

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

The Future of Fintech! Are You Ready?! 28.09.2021

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

Data Cleansing & Data Governance: What the heck does that mean? 24.08.2021

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

M&A From a Strategic Perspective 27.07.2021

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.

Top Post-Pandemic Issues Facing CFOs 29.06.2021

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

Squared Away – How Can Bankers Succeed as Economic First Responders 25.05.2021

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.

Culture Building in a Telecommuting World and What's the New Normal for a Post-Coronavirus Workplace? 27.04.2021

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 Cor...

Top Banking Issues in 2021 30.03.2021

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

Credit Risk and Post Pandemic Planning 23.02.2021

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

Purpose Driven Banking - A Better Business Model? 26.01.2021

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

Bob Kafafian's Year-End Message 21.12.2020

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

Two High Performing Banks Merge in the Midst of COVID 24.11.2020

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 S...

Transitioning Away From LIBOR - Are You Ready? 27.10.2020

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 G...

How the Pandemic has Fundamentally Changed Community Banking 29.09.2020

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.

Online Account Opening – Bring on the Deposits! 25.08.2020

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, MANT...

Turn Non-Customer PPP Borrowers into YOUR Customers 28.07.2020

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

How to Win Business From Big Banks With Sophisticated Lending 23.06.2020

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

The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations 26.05.2020

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

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