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
TKG Joins The Pack - Wolf x TKG
Hosts - Jeff Marsico, Principal, Wolf & Company, P.C.
Scott Baranowski, Principal, Wolf & Company, P.C.
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
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.
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
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
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
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
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
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.
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
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
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
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
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)
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
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
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
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
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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