This Month in Banking: Recent Episodes
The Kafafian Group, Inc.
A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
In this episode of This Month in Banking, presented by Wolf & Company, we sit down with Wade Johnson, CEO of Durden Banking Company, to discuss how a community bank has achieved standout performance in two metrics that matter deeply in today's banking environment: efficiency ratio and cost of funds. Wade shares his journey from growing up in rural Georgia to leading the bank as CEO, while providing insight into the leadership philosophy, operational discipline, and relationship-based banking strategies that have helped drive the bank's success. The conversation explores what efficiency truly means in a community banking context, how strong cultures and processes contribute to long-term performance, and why customer relationships remain a competitive advantage.
The discussion also takes a deeper dive into deposit pricing, funding strategies, and the practical decisions that have allowed Durden Banking Company to maintain a strong cost of funds despite a challenging rate environment. Along the way, Wade shares lessons learned from his career, perspectives on leadership and talent development, and his outlook for the future of community banking. Listeners will come away with actionable insights on balancing growth, profitability, employee engagement, and customer service while navigating the increasing pressures facing community financial institutions today.
👤 Wolf Hosts
Tara Wean: https://www.linkedin.com/in/tarawean/
Jeff Marsico: https://www.linkedin.com/in/jeffmarsico/
In this episode of This Month in Banking, presented by Wolf & Company, we're joined by Tara Brady, Senior Vice President & Chief Experience Officer at Provident Bank, to explore how customer experience is evolving into a core strategic driver of growth and differentiation.
Tara shares how her role connects across the organization—from frontline delivery to executive decision‑making—and why customer experience today goes far beyond satisfaction scores. The conversation highlights how banks can take a more intentional, enterprise‑wide approach to experience by aligning people, processes, and technology.
We also discuss what's changing in customer and employee expectations, where institutions tend to get stuck when trying to execute on experience initiatives, and what it takes to build a culture rooted in empathy and consistency. The group dives into the challenges of organizational alignment, particularly in periods of change such as mergers and integrations, and how leadership teams can keep the customer at the center during times of transformation.
This episode offers practical insight for bank executives, customer experience leaders, and boards looking to better connect strategy with the customer journey—and turn experience into measurable business impact.
👤 Wolf Hosts
Tara Wean: https://www.linkedin.com/in/tarawean/
Jeff Marsico: https://www.linkedin.com/in/jeffmarsico/
Ben Crowley: https://www.linkedin.com/in/bencrowley/
🎙️ Guest
Tara Brady – SVP & Chief Experience Officer, Provident Bank
LinkedIn: https://www.linkedin.com/in/tara-a-brady/
In this episode of This Month in Banking, presented by Wolf & Company, we're joined by Ed Barry, CEO of Capital Bancorp, to explore how one community bank built a distinctive growth model by expanding into specialized, nontraditional lines of business.
Since joining in 2012, Ed has led Capital Bank's transformation from a $300 million institution into a $3.5 billion diversified platform spanning commercial lending, mortgage banking, credit cards, and fee‑based service businesses.
The conversation highlights how an FDIC‑assisted acquisition unexpectedly led to the creation of a national credit card platform, and how that business—alongside other niche verticals—helped drive strong performance, deposit growth, and diversified revenue streams.
Ed also shares insights on identifying acquisitions that add true capabilities, building and scaling new business lines with the right mix of talent and technology, and maintaining alignment between strategy, culture, and risk. The discussion touches on renewable energy lending, SBA servicing, and how community banks can compete effectively by focusing on targeted niches rather than trying to be everything to everyone.
For bank executives, board members, and strategy leaders, this episode offers a practical look at how differentiation, discipline, and innovation can drive long‑term growth in an increasingly competitive industry.
Guest Ed Barry CEO, Capital Bancorp / Capital Bank N.A. đź”— https://www.linkedin.com/in/ed-barry-935b7b6/ đź”— https://capitalbankmd.com/
Learn More Discover how Wolf & Company helps financial institutions drive strategy, growth, and innovation: 👉 https://www.wolfandco.com
In this episode of This Month in Banking, presented by Wolf & Company, we explore how financial institutions are moving beyond AI experimentation and toward practical, enterprise‑ready adoption.
Host Tara Ween is joined by John Kowal, Senior Vice President, Managing Director & Chief Technology Officer at Peapack Private Bank & Trust, along with Wolf & Company experts Jeff Marsico and Nelson Obando. Together, they unpack what responsible AI implementation really looks like inside a bank—cutting through the hype to focus on governance, risk awareness, and real‑world value.
The conversation examines where most banks stand today with AI, why data and operating foundations matter more than flashy tools, and how institutions can scale AI safely while meeting regulatory expectations. The group also discusses emerging use cases, workflow automation, "digital employees," and how AI can improve productivity while allowing bankers to focus more on clients.
This episode offers bank executives, technology leaders, risk professionals, and board members a grounded roadmap for adopting AI thoughtfully, competitively, and responsibly in the year ahead.
Discover how Wolf & Company helps financial institutions navigate AI, governance, risk, and technology strategy: https://www.wolfandco.com
In this episode of This Month in Banking, we're joined by Matt Burke, Chairman & CEO of Mutual Bancorp, the mutual holding company for Cape Cod Five, Fidelity Bank, and soon Bluestone Bank. Matt brings a front‑line perspective on how community banks can rethink growth in today's challenging environment—where deposit behavior, technology expectations, and consolidation pressures are reshaping the industry.
We dig into how mutual institutions are approaching expansion, why shared‑services holding companies are becoming a strategic alternative to traditional bank mergers, and what really drives successful mutual‑to‑mutual partnerships. Matt also shares the importance of cultural alignment, diversification, and trust when combining institutions without a monetary exchange.
Looking ahead, Matt outlines the conversations he believes bank leaders must be having today—around growth strategy, relationship development, efficiency, community presence, and organizational structure—to stay competitive over the next 12–24 months.
Whether you're a bank executive, board member, or part of a strategic planning team, this episode offers practical insights into the evolving growth models shaping community banking.
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 stablecoins, digital assets, and what bank leaders should be prioritizing in the year ahead.
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
Major Issues Impacting Bank Stocks and Valuations
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Guest - Gerard S. Cassidy, Managing Director, Equity Research, RBC Capital Markets
Banks Can Thrive or Die, What History Teaches Us
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - John Maxfield, Banking Specialist, Author of the Maxfield on Banks Substack
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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Strategies to Attract and Retain Top Talent
Hosts -Â 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 -Â 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
Navigating the Moat Your Core Processor Has Built Around Your Data
Hosts -Â 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
Banks are Responsible for Building Bankers!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Chris Kelley, Executive Director, The Barret School of Banking
Totem, the First Challenger Bank for Native Americans!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Amber Buker, Founder & CEO of Totem Technologies, Inc.
Wealth Management – Opportunities and Challenges in 2022
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest - Valerie O. Murray, CFP, President, Beacon Trust
Regulatory and Legislative Hurdles in 2022 – What You Need to Know!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Gregg Wagner, Managing Director, The Kafafian Group, Inc.
Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")
Bank of the Future? Newtek on Cusp of Bank Acquisition!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.
Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.
How Baseball Can Help Bankers Improve Performance
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.
Benefits of Revenue Diversification in Banking
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.
Major Issues Impacting Bank Stocks and Valuations
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Guest - Gerard S. Cassidy, Managing Director - Equity Research, RBC Capital Markets
The Economy and Interest Rates – Where Are They Going?
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank
Hugh Blaxall, Managing Partner, VBC
Jeff Marsico – Up Close and Personal!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest -Â Jeff Marsico, President, The Kafafian Group, Inc.
Jackie Marsico, Jeff's Wife
Shannon Marsico Burke, Jeff and Jackie's oldest daughter
The Kafafian Group’s 20th Anniversary!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Kelly Smith, Senior Vice President, The Kafafian Group, Inc.
COVID’s Ongoing Impact on Bank Branches
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Gregg Wagner, Managing Director, The Kafafian Group, Inc.
Megan McMahon, Senior Consultant, The Kafafian Group, Inc.
Guests - Jacob Iampietro, SVP & Director of Retail Banking, Penn Community Bank
Thomas Minichiello, SVP & Head of Retail Banking, Kish Bank
The Future of Fintech! Are You Ready?!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest - Charles E. Potts, SVP & Chief Innovation Officer, ICBA Services Network
Data Cleansing & Data Governance: What the heck does that mean?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Kim Snyder, Found and CEO, KlariVis
M&A From a Strategic Perspective
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Top Post-Pandemic Issues Facing CFOs
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - George Rapp, EVP and Chief Financial Officer, The Bank of Princeton
Squared Away – How Can Bankers Succeed as Economic First Responders
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Culture Building in a Telecommuting World and What’s the New Normal for a Post-Coronavirus Workplace?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guests - Alan Kaplan, CEO, Kaplan Partners
Austin Stonitsch, EVP, Chief Human Resources Officer, Dime Community Bank
Janet Whitehead, SVP, Human Resources, Univest Financial Corporation
Top Banking Issues in 2021
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Jill Pursell, Managing Director, The Kafafian Group, Inc.
Guest - Randy Hultgren, President & CEO, Illinois Bankers Association
Credit Risk and Post Pandemic Planning
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Matthew Prosseda, Managing Director, The Kafafian Group, Inc.
Guest - Ronda McDowell, EVP & Chief Credit Officer, Sandy Spring Bank
Purpose Driven Banking - A Better Business Model?
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guest - Clay Adams, President and CEO, Mascoma Bank
Bob Kafafian’s Year-End Message
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Two High Performing Banks Merge in the Midst of COVID
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Guests - Christopher Martin, Chairman & CEO, Provident Financial Services, Inc.
Anthony J. Labozzetta, President, COO & Director, Provident Financial Services, Inc.
Transitioning Away From LIBOR - Are You Ready?
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial
Kimberly Johnston, Director of Regulatory Advisory, Chatham's Financial Institutions Group
How the Pandemic has Fundamentally Changed Community Banking
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Online Account Opening – Bring on the Deposits!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Jill Pursell, Managing Director, The Kafafian Group, Inc.
Guests- Michael Bingold, Senior Executive Vice President, Chief Retail & Client Development Officer, Flushing Financial Corporation
Raj Patel, Co-Founder & COO, MANTL
Turn Non-Customer PPP Borrowers into YOUR Customers
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Guests - Patricia Husic, CEO & Director, Centric Bank & Centric Financial Corporation
How to Win Business From Big Banks With Sophisticated Lending
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial
Zohar Goshen, Founder & CEO, Meteci
The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations
Hosts -Â 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.
Guest - Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets
Covid-19 and Bank Liquidity
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
Guest - Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC
Millennials – What Do They Want From Their Bank?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.
Andrew Rietz, Vice President, The Kafafian Group, Inc.
Kyle Kuster, Vice President, The Kafafian Group, Inc.
Guest - Craig Rodenberger, Vice President & Marketing Director, Ephrata National Bank
Private Equity Investing in Banking
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Guest - Jim Deutsch, Partner, Patriot Financial Partners, L.P.
Banking New Year's Resolutions - We Have Opinions
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Jill Pursell, Managing Director, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
Bob Kafafian – Up Close and Personal!
Host - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Guests - Bob & Pauline KafafianÂ
Are Diversity Requirements Really Necessary?
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.
Finxact Core System – It's Different!
Hosts -Â 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 - Michael Sanchez, President & Founder, Finxact
Byline Bank Turned its Future from Bleak to Bright!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Jill Pursell, Managing Director, The Kafafian Group, Inc.
Guest -Â Alberto J. Paracchini, President, CEO & Director, Byline Bank
Cannabis Banking – Are You Ready?
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
Guest - Jon K. Skarin, EVP of Legislature & Regulatory Policy, Massachusetts Bankers Association
Welcome Megan Rutledge!
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Guest - Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.
Core Providers, Open Banking, APIs: What Should You Know?
Hosts -Â 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 -Â Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition
Insights from Gerard Cassidy, RBC Capital Markets
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Guest - Gerard Cassidy, Managing Director, RBC Capital Markets
Is Your Loan Portfolio Ready for the Next Recession?
Hosts -Â Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
Guest -Â Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender
Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions.
Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc.
Gregg Wagner, Managing Director, The Kafafian Group, Inc.
Guest-Â Jerry Champi, President and CEO, FNCB Bank
Is Your Brand A Loser? What Does it Take to Rebrand?
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.
Guests- Tim Pannell, President & CEO, Financial Marketing Solutions
Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank
BB&T and SunTrust – Why Merge?
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.
Jill Pursell, Senior Vice President, The Kafafian Group, Inc.
What’s On Your Mind?
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.
Jill Pursell, Senior Vice President, The Kafafian Group, Inc.
Matt Prosseda, Managing Director, The Kafafian Group, Inc.
What Makes a “Great” Community Bank Board?
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 - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland
Federal Government Shutdown: What are Banks Doing?
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.
Ten Things Community Bankers Should Be Thankful For During This Holiday Season
Hosts:  Sharon Lorman, Vice President, The Kafafian Group, Inc.           Robert Kafafian, President & CEO, The Kafafian Group, Inc.
Agencies Propose New Leverage Ratio for 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.
Kyle Kuster, Senior Consultant, The Kafafian Group, Inc.
Community Banks Serving Small Business Customers in the Credit Card Space—How ICBA Bancard and TCM Bank Are Here to Help
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 - Tina Giorgio, President & CEO, ICBA Bancard
Damon Moorer, President & CEO, TCM Bank N.A.
FDIC to Revisit Brokered Deposit Rules
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.
Is it Time to Start a New Bank? De Novo Applications are Up!
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 - Joseph W. Major, Chairman of the Board & CEO, The Victory Bank
Cybersecurity in Banking - Hot Topics!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
Guest -Â Sudhir Kondisetty, Principal, RSM US LLP
What's New (and Not!) in Stress TestingÂ
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.
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)
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.
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
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
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
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.
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"Â L. Barker, President & CEO, Machias Savings Bank
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.
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
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?
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
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?
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, CSIÂ
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
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?
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
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
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 President & CEO of ValueBank Texas
Carrie Heitkamp, Quality Assurance, ValueBank Texas
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
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 Schwartz, Partner, Windels Marx Lane & Mittendorf, LLP
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 -Â Danielle Holland, President & CEO, Financial Managers Society (FMS)
John Westwood, Past Chairman of the Board, FMS and SVP & CFO, Mansfield Bank
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 and Atlantic Stewardship Bank
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
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 Levingston, Executive Vice President of Finance of EagleBank, Â Â Â Incoming CFO, EagleBank, Eagle Bancorp
HOPE Inside - A Model for Financial Inclusion &Â Increased Business for Banks / Regulatory Relief?Â
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?
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 Â
Hosts - Â 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, The Kafafian Group, Inc.
Guest -Â Anthony Labozzetta, President and CEO of Sussex Bancorp
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 President and Director of Government Relations, New Jersey Bankers Association
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.Â
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
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.
Guest - Mary Ann Scully, Chairman, President and CEO of Howard Bank
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
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
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
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
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
Hosts: Â Sharon Lorman, Vice President; Robert Kafafian, President & CEO
Guest: Â Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets
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