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
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Shareholder Succession
26/08/2025 Duración: 30minShareholder 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
29/07/2025 Duración: 01h11minBanking 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
24/06/2025 Duración: 48minBank 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
27/05/2025 Duración: 37minNavigating 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
29/04/2025 Duración: 33minBank 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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Cannabis Banking in 2025
25/03/2025 Duración: 33minCannabis 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
25/02/2025 Duración: 27minCrypto, 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
28/01/2025 Duración: 44minBig 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
29/12/2024 Duración: 53minPotential 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!
26/11/2024 Duración: 32minStratum, 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?
29/10/2024 Duración: 46minUse 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
24/09/2024 Duración: 36minBanking 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
27/08/2024 Duración: 42minBanking 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!
30/07/2024 Duración: 43minPig 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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Major Issues Impacting Bank Stocks and Valuations
25/06/2024 Duración: 45minMajor 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
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Banks Can Thrive or Die, What History Teaches Us
28/05/2024 Duración: 39minBanks 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
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How Promoting Financial Literacy Can Help Financial Institutions Perform Better
23/04/2024 Duración: 40minHow 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
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Ingredients to a Successful Management Team
26/03/2024 Duración: 33minIngredients 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
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Reducing Expenses with Process Automation
27/02/2024 Duración: 27minReducing 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
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Graduating from Data Analytics to Data Utilization
30/01/2024 Duración: 34minGraduating 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