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

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

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