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

Operation HOPE - John Hope Bryant / Regulatory Relief? 21.02.2017

HOPE Inside - A Model for Financial Inclusion & Increased Business for Banks / Regulatory Relief?  Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.           Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.           Jill Pursell, Vice President, The Kafafian Group, Inc. Guest - John Hope Bryant, Operation HOPE CEO and Founder

Blockchain 101 / New Pay Structure for Wells Fargo Branch Employees / Did Bank of America Underpay FDIC Premiums? 24.01.2017

Blockchain 101 / New Pay Structure for Wells Fargo Branch Employees / Did Bank of America Underpay FDIC Premiums? 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 - Bryan Yurcan, Senior Writer, American Banker

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks 27.12.2016

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other 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. Gregg Wagner, Managing Director, T...

Effect of Trump Presidency on Banking Industry 29.11.2016

Effect of Trump Presidency on Banking Industry / Geo-Jumping in Bank M&A / Acquisitions and Recapitalizations of Smaller 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. Guest - Michael P. Affuso, Esq., Executive Vice Presid...

Bigger Banks Gobble Up Deposits / Wells Fargo Update 25.10.2016

Bigger Banks Gobble Up Deposits / Wells Fargo Update and Measuring Performance to Incent Desired Behavior / Banking and Robotics Host - Sharon Lorman, Vice President, The Kafafian Group, Inc. Panel - Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.           Rich Trauger, Managing Director, The Kafafian Group, Inc.           Gregg Wagner, Managing Director, The Kafafian Group, Inc....

Wells Fargo - Phony Accounts/FDIC Change in De Novo Policy 28.09.2016

FDIC Change in De Novo Policy / Live Oak Bank Tops List as Best Bank to Work For / Wells Fargo in the News Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.            Jill Pursell, Vice President, The Kafafian Group, Inc. Guest - Wayne A. Abernathy, Executive Vice President, American Bankers Association

Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins 30.08.2016

Team Lift-outs as an Alternative to M&A / Evaluating Strategic Alternatives as a Prelude to a Sale / Reactions to Shrinking Margins 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 Gr...

Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals 26.07.2016

Community Banks Feast on Subordinated Debt / ROBO-Advisor & Community Banks Form Alliance / Merger of Mutuals 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.

BREXIT / CECL / Investing in Banks / Fintech / DFAST 28.06.2016

BREXIT / CECL / Investing in Banks / Fintech / DFAST Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Richard J. Parsons, Banking Industry Analyst, Speaker and Writer; Author of  Investing in Banks: Strategies and Statistics for Bankers  and Broke:  America's Banking System  

Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements 24.05.2016

Craft Beers of Banking/The Battle for Millenials/Small Banks Thrive/Higher CRE Capital Requirements Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc, Guests - Jill Castilla, President & CEO, Citizens Bank of Edmond              Ann Chen, Senior Marketing Officer, Citizens Bank of Edmond

Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence 26.04.2016

Women in Banking/Credibility of Living Wills/M&A as Succession Planning/Cultural Due Diligence Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Glenn E. Moyer, Senior Advisor, The Kafafian Group, Inc.

CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn 29.03.2016

CRE Concentrations/Fintech Lending/Amazon Echo/Charter Application Withdrawn Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Frank Korzekwinski, Senior Executive Vice President and Chief of Real Estate Lending, Flushing Bank

Stock Market and M&A Activity - Gerard Cassidy/Bank Technology 23.02.2016

Stock Market and M&A Activity - Gerard Cassidy/Bank Technology Hosts:  Sharon Lorman, Vice President; Robert Kafafian, President & CEO Guest:  Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets

Athletes in Banking/David Bowie/Banks in Insurance 22.01.2016

Athletes in Banking/David Bowie/Banks in Insurance Hosts - Sharon Lorman and Jeff Marsico (The Kafafian Group, Inc.) Guest - Todd Ellis, President, Sandy Spring Insurance  

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