This Month in Banking

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

February 24, 2026 35 mins
In this episode of This Month in Banking, the team explores what happens when fintech meets community banking. Guest Emmett Shipman, Fintech Strategy & Growth Senior Manager at Wolf & Company, joins the conversation to discuss evolving fintech–bank partnerships, the shift from efficiency to reinvention, and how community banks can strategically position themselves for a digital future. The discussion also dives into stablecoin...
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TKG Joins The Pack - Wolf x TKG

Hosts - Jeff Marsico, Principal, Wolf & Company, P.C.

        Scott Baranowski, Principal, Wolf & Company, P.C.

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Bank Strategy:  Community vs. National Banks

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guests - Andrew Baker, Chief Strategy Officer, F&M Bank

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November 25, 2025 40 mins

Bank M&A Today and Outlook for 2026

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Dave Danielson, Managing Director, The Kafafian Group, Inc.

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Improving Shareholder Liquidity in Community Banks

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guests - Matt Schultheis, Founder of BankVault Research

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Scaling a Community Bank: Tech, Team, and Deposits

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guests - Brant Ward, President, Signature Bank of Arkansas

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August 26, 2025 30 mins

Shareholder Succession

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

        Richard Trauger, Managing Director, The Kafafian Group, Inc.

Guests - Pete Scully, President, My Private Shares

Andrew Rietz, Managing Director of Financial Institutions, My Private Shares

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Banking on Insight: Inflation, Risk & the Road Ahead

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall

Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank

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Bank Stocks & Beyond: Gerard Cassidy's Forecast

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets

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Navigating the AI Revolution: A Community Bank Perspective

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Andy Schornack, President, Security Bank & Trust Co.

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Bank Transformation Unpacked: The Newtek Story Continues

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Barry Sloane, Chairman & CEO, Newtek Bank

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March 25, 2025 33 mins

Cannabis Banking in 2025

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Michael Beird, Author of Cannabis Banking

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Crypto, Fintech, and other Non-Interest Income Drivers in 2025

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Matt West, Chief Executive Officer, Xenios

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Big Picture: The Future of Community Financial Institutions

Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence

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Potential Changes in Bank Regulation under the Trump Administration

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Anne Balcer, Senior Executive Vice President, Chief of Government Relations and Public Policy for the Independent Community Bankers of America (ICBA)

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Stratum, New Technology That Will Revolutionize Banking!

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Clay Adams, President and CEO, Mascoma Bank

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Use Cases of Generative AI – What are the Risks?

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guests - Chris Clements, VP of Solutions Architecture, CISO Global

        Tigran Safari, Solutions Architect and Client Experience Manager, CISO Global

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Banking for Good - CFG Bank Supports Key Bridge Recovery

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

        Ben Crowley, Managing Director, The Kafafian Group, Inc.

Guest - Jack Dwyer, Chairman, CEO and Founder of CFG Bank

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Banking on Change – The Leader's Guide to Achieving Exponential Growth in the Age of AI

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 - James Robert Lay, Founder and CEO, Digital Growth Institute

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Pig Butchering Scams – Help Protect Your Customers!

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 - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA

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