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

Covid and Bank Liquidity 28.04.2020

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

Millennials – What Do They Want From Their Bank? 24.03.2020

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...

Private Equity Investing in Banking 25.02.2020

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.

Banking New Year's Resolutions - We Have Opinions 28.01.2020

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.

Bob Kafafian – Up Close and Personal! 24.12.2019

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

Are Diversity Requirements Really Necessary? 27.11.2019

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.

Finxact Core System – It's Different! 29.10.2019

 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

Byline Bank Turned its Future from Bleak to Bright! 24.09.2019

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

Cannabis Banking – Are You Ready? 27.08.2019

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

Welcome Megan Rutledge! 30.07.2019

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.

Core Providers, Open Banking, APIs: What Should You Know? 30.07.2019

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

Insights from Gerard Cassidy, RBC Capital Markets 25.06.2019

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

Is Your Loan Portfolio Ready for the Next Recession? 28.05.2019

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

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions 23.04.2019

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions. Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest- Jerry Champi, President and CEO, FNCB Bank

Is Your Brand A Loser? What Does it Take to Rebrand? 26.03.2019

Is Your Brand A Loser?  What Does it Take to Rebrand? 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. Guests-  Tim Pannell, President & CEO, Financial Marketing Solutions  Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank

BB&T and SunTrust – Why Merge? 26.02.2019

BB&T and SunTrust – Why Merge? 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.            Jill Pursell, Senior Vice President, The Kafafian Group, Inc.

What's On Your Mind? 26.02.2019

What's On Your Mind? 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.            Jill Pursell, Senior Vice President, The Kafafian Group, Inc.            Matt Prosseda, M...

Federal Government Shutdown: What are Banks Doing? 29.01.2019

Federal Government Shutdown: What are Banks Doing? 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.

What Makes a "Great" Community Bank Board? 29.01.2019

What Makes a "Great" Community Bank Board? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.          George W. Millward, Managing Director, The Kafafian Group, Inc. Guests - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland

Ten Things Community Bankers Should Be Thankful For During This Holiday Season 21.12.2018

Ten Things Community Bankers Should Be Thankful For During This Holiday Season Hosts:  Sharon Lorman, Vice President, The Kafafian Group, Inc.                     Robert Kafafian, President & CEO, The Kafafian Group, Inc.

Agencies Propose New Leverage Ratio for Community Banks 27.11.2018

Agencies Propose New Leverage Ratio for 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.            Kyle Kuster, Senior Consultant, The Kafafian Group, Inc.

Community Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to Help 27.11.2018

Community Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to Help 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 - Tina Giorgio, President & CEO, ICBA Bancard              Damo...

FDIC to Revisit Brokered Deposit Rules 30.10.2018

FDIC to Revisit Brokered Deposit Rules 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.

Is it Time to Start a New Bank? De Novo Applications are Up! 30.10.2018

Is it Time to Start a New Bank?  De Novo Applications are Up! 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 - Joseph W. Major, Chairman of the Board & CEO, The Victory Bank

What's New (and Not!) in Stress Testing 25.09.2018

What's New (and Not!) in Stress Testing  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.

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