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.

    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
    Managing Through Change, Getting Stuff Done!

    Managing Through Change, Getting Stuff Done!

    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.

    • 50 min
    AI in Community Banking - Are YOU Ready?

    AI in Community Banking - Are YOU Ready?

    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

    • 28 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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