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.

    What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?

    What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?

    What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?
    Hosts - 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.

    • 46 min
    What should be in your deposit strategy?

    What should be in your deposit strategy?

    What should be in your deposit strategy?
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
            Jeff Marsico, President, The Kafafian Group, Inc.
    Guest - Neil Stanley, CEO and Founder, The Core Point

    • 52 min
    What Does Brand Get You?

    What Does Brand Get You?

    What Does Brand Get You?
    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 - Amber Farley, Executive Vice President, Brand Development, FMS (Financial Marketing Solutions)

    • 42 min
    How to Acquire and Retain Small Business Relationships

    How to Acquire and Retain Small Business Relationships

    How to Acquire and Retain Small Business Relationships
    Hosts - 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

    • 32 min
    Why Do Branches Fail at Sales?

    Why Do Branches Fail at Sales?

    Why Do Branches Fail at Sales?
    Hosts - 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

    • 34 min
    Instant Payments are Here! What Are the Implications for Community Banks?

    Instant Payments are Here! What Are the Implications for Community Banks?

    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

    • 31 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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