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

Cybersecurity in Banking - Hot Topics! 25.09.2018

Cybersecurity in Banking - Hot Topics! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Sudhir Kondisetty, Principal, RSM US LLP

Cardless ATMs: No Card? No Problem! 28.08.2018

Cardless ATMs: No Card? No Problem! 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.

How to Deliver Value to Your Constituencies 28.08.2018

How to Deliver Value to Your Constituencies 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 - Preston L. Kennedy, Vice Chairman of the Board of Bank of Zachary, Chairman-elect of the Independent Community Banks of America (ICBA)

Welcome to Matt Prosseda 24.07.2018

Welcome to Matt Prosseda Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Robert Kafafian, President & CEO, The Kafafian Group, Inc.            Matt Prosseda, Managing Director, The Kafafian Group, Inc.

The Future of Community Bank Mergers 24.07.2018

The Future of Community Bank Mergers 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. Guest - James S. Vaccaro, Chairman, President & CEO, Manasquan Bank

The Road to CECL 26.06.2018

The Road to CECL 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.

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth 26.06.2018

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth 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 - Maureen Kalena, Vice President & Relationship Manager, FHLB of New York

Finally Some Regulatory Relief! 29.05.2018

Finally Some Regulatory Relief! 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.

Successful Transformation! Machias Savings Bank! 29.05.2018

Successful Transformation! Machias Savings Bank! 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 - Lawrence "Larry" L. Barker, President & CEO, Machias Savings Bank

Community Bank Profitability 02.05.2018

Community Bank Profitability 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.

Balancing Digital and Physical Presence 01.05.2018

Balancing Digital and Physical Presence 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.

Is Your Brand Dead? 24.04.2018

Is Your Brand Dead? 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 - Cassandra Giovanni, Marketing Manager, Savings Institute Bank & Trust Company

Pricing Discipline in a Rising Rate Environment 27.03.2018

Pricing Discipline in a Rising Rate Environment 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 - Joel Rosenberg, Managing Director - Client Success and Delivery, PrecisionLender

Are Your Priorities in Sync with Your Peers? 28.02.2018

Are Your Priorities in Sync with Your Peers? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Robert Kafafian, President & CEO, The Kafafian Group, Inc.            Richard Ciolli, Senior Vice President, The Kafafian Group, Inc. Guest - Steve Powless, Chairman & CEO, CSI 

Indirect Lending - Are you in or out? / Tax Reform and the Banking Industry 30.01.2018

Indirect Lending - Are you in or out? / Tax Reform and the Banking Industry 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 - Charles Guarino, Senior Vice President, Director of Marketing & Chief Lending Executive, Five Star Bank

Crisis Management / Banking's Top 5 in Total Return to Shareholders / Bitcoin Mania 26.12.2017

Crisis Management / Banking's Top 5 in Total Return to Shareholders / Bitcoin Mania 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 - Hart S. Brown, Executive Vice President and COO of Firestorm

Banking Is a Team Sport / Zelle / A Public Bank for New Jersey? 28.11.2017

Banking Is a Team Sport / Zelle / A Public Bank for New Jersey? 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 - Anne Deeter Gallaher, Owner/CEO of Deeter Gallaher Group, LLC

Abacus: Small Enough to Jail, A Behind the Scenes Listen 24.10.2017

Abacus: Small Enough to Jail, A Behind the Scenes Listen 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 - Jill Sung, President & CEO, Abacus Bank              Vera Sung, Attorney & Director, Abacus Bank

Community Banking and Hurricane Relief / Equifax Breach / Community Banks That Break the Mold 26.09.2017

Community Banking and Hurricane Relief / Equifax Breach / Community Banks That Break the Mold 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 - R. Scott Heitkamp, Chairman of the Independent Community Banks of America (ICBA) and Pres...

Current Expected Credit Losses ("CECL") - A Conversation with FASB Board Member, R. Harold Schroeder 29.08.2017

Current Expected Credit Losses ("CECL") - A Conversation with FASB Board Member, R. Harold Schroeder 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. Guest - R. Harold Schroeder, FASB Board Member

Holding Company or No Holding Company? / Investor Groups Buying Banks / Regulator Focus on Wholesale Funding 26.07.2017

Holding Company or No Holding Company? / Investor Groups Buying Banks / Regulator Focus on Wholesale Funding 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. Guest - Robert...

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior 28.06.2017

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

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

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

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...

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