This Month In Banking

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 54:26:03
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Informações:

Sinopsis

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.

Episodios

  • Shareholder Succession

    26/08/2025 Duración: 30min

    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

    29/07/2025 Duración: 01h11min

    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

    24/06/2025 Duración: 48min

    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

    27/05/2025 Duración: 37min

    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

    29/04/2025 Duración: 33min

    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

    25/03/2025 Duración: 33min

    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

    25/02/2025 Duración: 27min

    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

    28/01/2025 Duración: 44min

    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

    29/12/2024 Duración: 53min

    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!

    26/11/2024 Duración: 32min

    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?

    29/10/2024 Duración: 46min

    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

    24/09/2024 Duración: 36min

    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

    27/08/2024 Duración: 42min

    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!

    30/07/2024 Duración: 43min

    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

    25/06/2024 Duración: 45min

    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

    28/05/2024 Duración: 39min

    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

    23/04/2024 Duración: 40min

    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

    26/03/2024 Duración: 33min

    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

    27/02/2024 Duración: 27min

    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

    30/01/2024 Duración: 34min

    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, Senior Vice President, The Kafafian Group, Inc. Guest - Steven M. Fusco, EVP & CFO, Spencer Savings Bank

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