65 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.

    • Management
    • 4.5, 10 Ratings

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

    The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations

    The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations

    MAY 2020
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
       Robert Kafafian, President & CEO, The Kafafian Group, Inc.
       Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
    Guest - Gerard Cassidy, Managing Director of Equity Research, RBC Capital Markets

    • 35 min
    Covid-19 and Bank Liquidity

    Covid-19 and Bank Liquidity

    April 2020
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
           Rich Trauger, Managing Director, The Kafafian Group, Inc.
           Matt Prosseda, Managing Director, The Kafafian Group, Inc.
    Guest - Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC

    • 29 min
    Millennials – What Do They Want From Their Bank?

    Millennials – What Do They Want From Their Bank?

    March 2020
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
       Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
     Megan Rutledge, Senior Consultant, The Kafafian Group, Inc.
       Andrew Rietz, Vice President, The Kafafian Group, Inc.
       Kyle Kuster, Vice President, The Kafafian Group, Inc.
    Guest - Craig Rodenberger, Vice President & Marketing Director, Ephrata National Bank

    • 40 min
    Private Equity Investing in Banking

    Private Equity Investing in Banking

    FEBRUARY 2020
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
            Robert Kafafian, President & CEO, The Kafafian Group, Inc.
    Guest - Jim Deutsch, Partner, Patriot Financial Partners, L.P.

    • 44 min
    Banking New Year's Resolutions - We Have Opinions

    Banking New Year's Resolutions - We Have Opinions

    JANUARY 2020
    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
    Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.
    Jill Pursell, Managing Director, The Kafafian Group, Inc.
    Matt Prosseda, Managing Director, The Kafafian Group, Inc.

    • 30 min
    Bob Kafafian – Up Close and Personal!

    Bob Kafafian – Up Close and Personal!

    DECEMBER 2019
    Host - Sharon Lorman, Vice President, The Kafafian Group, Inc.
    Guests - Bob & Pauline Kafafian 

    • 34 min

Customer Reviews

4.5 out of 5
10 Ratings

10 Ratings

JoshCrist ,

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!

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.

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!?!?

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