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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Podcast website
Latest episode
Jun 23, 2026
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Episodes
Cybersecurity in Banking - Hot Topics! 25.09.2018 30:25
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 9:26
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 29:42
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 8:08
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 21:49
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 12:08
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 20:07
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 8:31
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 21:37
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 8:34
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 8:29
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 27:08
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 35:41
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 37:41
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 37:28
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 40:49
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 43:44
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 46:04
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 36:25
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 41:03
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 39:04
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 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...
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