100 episodes

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

This Month in Banking The Kafafian Group, Inc.

    • Business
    • 4.6 • 12 Ratings

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

    Banks Can Thrive or Die, What History Teaches Us

    Banks Can Thrive or Die, What History Teaches Us

    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

    • 39 min
    How Promoting Financial Literacy Can Help Financial Institutions Perform Better

    How Promoting Financial Literacy Can Help Financial Institutions Perform Better

    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
     

    • 40 min
    Ingredients to a Successful Management Team

    Ingredients to a Successful Management Team

    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

    • 33 min
    Reducing Expenses with Process Automation

    Reducing Expenses with Process Automation

    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

    • 27 min
    Graduating from Data Analytics to Data Utilization

    Graduating from Data Analytics to Data Utilization

    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

    • 34 min
    2024 Banking Industry Trends

    2024 Banking Industry Trends

    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.

    • 39 min

Customer Reviews

4.6 out of 5
12 Ratings

12 Ratings

obacker19 ,

Empowering, insightful and actionable! 🙌

Whether you’re already a leader who enjoys wrestling with the shifting landscape of our modern financial world, or just getting started as a catalyst for change within your organization - this is a must-listen podcast for you! Sharon and the entire TKG team does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of successfully navigating an ever changing geopolitical and banking landscape - from leaders who’ve actually walked the path. Highly recommend listening and subscribing!

Yhhhgbgnbf ,

Relevant, researched, and timely.

Ok, so this is my firm’s podcast. But if Banking is your thing, we put a lot of time and effort into bringing you great insights from industry leaders! How else would you spend your commute? Listening to the news!?!?

Edwin Benjamin ,

Are Diversity requirements necessary

Thanks for attempting to address the diversity “requirements” issue. The panel did a fine job of addressing diversity as it pertains to women but didn’t spend enough time discussing race/cultural diversity. I would have liked to hear more about the true reason why diversity is important and why so many leaders fail to diversify their employees and boards - an unwillingness to change. In my opinion, diversity efforts will continue to be needed until there is fairer representation of persons of color, women and other members of diverse populations.

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