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.
Episodes
How Promoting Financial Literacy Can Help Financial Institutions Perform Better
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Ben Crowley, Managing Director, The Kafafian Group, Inc.
Guest - Arindam Nag, CEO & Co-Founder, Centsai
Christina Sandy, Head of Business Development, Centsai
Ingredients to a Successful Management Team
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Bartow Morgan Jr., CEO & Director, Georgia Banking Company
Reducing Expenses with Process Automation
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jill Pursell, Managing Director, The Kafafian Group, Inc.
Chris Jacobsen, Managing Director, The Kafafian Group, Inc.
Guest - Rachel G. Bitner, EVP & Chief Financial Officer, Ephrata National Bank
Graduating from Data Analytics to Data Utilization
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Ben Crowley, Managing Director, The Kafafian Group, Inc.
Guest - Steven M. Fusco, EVP & CFO, Spencer Savings Bank
2024 Banking Industry Trends
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Gregg Wagner, Managing Director, The Kafafian Group, Inc.
Managing Through Change, Getting Stuff Done!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Michael A. Butler, President, CEO & Chairman, Grasshopper Bancorp, Inc.
AI in Community Banking - Are YOU Ready?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Saroop Bharwani, Co-Founder & CEO, Senso.ai
Hot Topics in Accounting – What you need to know!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP
Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services
What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Mark E. Tryniski, CEO, President & Director, Community Bank Systems, Inc.
What should be in your deposit strategy?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Neil Stanley, CEO and Founder, The Core Point
What Does Brand Get You?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Ben Crowley, Senior Vice President, The Kafafian Group, Inc.
Guest - Amber Farley, Executive Vice President, Brand Development, FMS (Financial Marketing Solutions)
How to Acquire and Retain Small Business Relationships
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Matt Carcich, President, CEO & Director, Freedom Bancorp, Inc. and Freedom Bank
Why Do Branches Fail at Sales?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Jack Hubbard, Co-Founder and Managing Partner of The Modern Banker & Chief Experience Officer of Jack Hubbard Consulting
Instant Payments are Here! What Are the Implications for Community Banks?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Guest - Nick Denning, SVP of Payments Industry Relations, ICBA Bancard, a subsidiary of the ICBA
Banking Turmoil. What’s Next?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Turnaround Success – U.S. Century Bank
Hosts - Jeff Marsico, President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Guest - Luis F. de la Aguilera, President, CEO & Director of USCB Financial Holdings, Inc. & U.S. Century Bank (UCSB)
How FinTech is Innovating Credit and Products for the Next Generation of Borrowers
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.
What’s on Jeff’s Mind this Holiday Season?!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Strategies to Attract and Retain Top Talent
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guests - Susan Rogers, People Pinnacle
Bethany Denning, People Pinnacle
Navigating the Moat Your Core Processor Has Built Around Your Data
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition
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