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

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

What should be in your deposit strategy?

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)

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)

What Does Brand Get You?

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 &amp; Director, Freedom Bancorp, Inc. and Freedom Bank

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 &amp; Director, Freedom Bancorp, Inc. and Freedom Bank

How to Acquire and Retain Small Business Relationships

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 &amp; Chief Experience Officer of Jack Hubbard Consulting

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 &amp; Chief Experience Officer of Jack Hubbard Consulting

Why Do Branches Fail at Sales?

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

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

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

Banking Turmoil. What’s Next? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.         Rich Trauger, Managing Director, The Kafafian Group, Inc.

Banking Turmoil. What’s Next? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.         Rich Trauger, Managing Director, The Kafafian Group, Inc.

Banking Turmoil. What’s Next?

Turnaround Success – U.S. Century Bank Hosts - Jeff Marsico, President, The Kafafian Group, Inc.          Robert Kafafian, Chairman &amp; CEO, The Kafafian Group, Inc. Guest - Luis F. de la Aguilera, President, CEO &amp; Director of USCB Financial Holdings, Inc. &amp; U.S. Century Bank (UCSB)

Turnaround Success – U.S. Century Bank Hosts - Jeff Marsico, President, The Kafafian Group, Inc.          Robert Kafafian, Chairman &amp; CEO, The Kafafian Group, Inc. Guest - Luis F. de la Aguilera, President, CEO &amp; Director of USCB Financial Holdings, Inc. &amp; U.S. Century Bank (UCSB)

Turnaround Success – U.S. Century Bank

How FinTech is Innovating Credit and Products for the Next Generation of Borrowers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, Chairman &amp; CEO, The Kafafian Group, Inc. Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.

How FinTech is Innovating Credit and Products for the Next Generation of Borrowers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, Chairman &amp; CEO, The Kafafian Group, Inc. Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.

How FinTech is Innovating Credit and Products for the Next Generation of Borrowers

What’s on Jeff’s Mind this Holiday Season?! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.

What’s on Jeff’s Mind this Holiday Season?! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.

What’s on Jeff’s Mind this Holiday Season?!

Strategies to Attract and Retain Top Talent Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guests - Susan Rogers, People Pinnacle         Bethany Denning, People Pinnacle

Strategies to Attract and Retain Top Talent Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guests - Susan Rogers, People Pinnacle         Bethany Denning, People Pinnacle

Strategies to Attract and Retain Top Talent

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

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!

Empowering, insightful and actionable! 🙌

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.

Are Diversity requirements necessary

This Month in Banking

The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, President &amp; 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

The Effects of Covid-19 on Bank Earnings, Credit Quality and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, President &amp; 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

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

Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Paul Van Ostenbridge - President, CEO &amp; Director, Stewardship Financial Corporation and Atlantic Stewardship Bank

Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Paul Van Ostenbridge - President, CEO &amp; Director, Stewardship Financial Corporation and Atlantic Stewardship Bank

Banking with a Purpose / Why Are Bankers Tightening CRE Standards? / Top Risks for Banks in 2017

Vernon Hill

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks   Hosts -  Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Anthony Labozzetta, President and CEO of Sussex Bancorp

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks   Hosts -  Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Rich Trauger, Managing Director, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Anthony Labozzetta, President and CEO of Sussex Bancorp

Ingredients to Success from American Bankers' Community Banker of the Year / He's Ba-ack! - Vernon Hill / Bank Builds Proprietary Software Solution, Licenses it to Other Banks

 Finxact Core System – It's Different! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Michael Sanchez, President &amp; Founder, Finxact

Finxact Core System – It's Different! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Michael Sanchez, President &amp; Founder, Finxact

Finxact Core System – It's Different!

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Danielle Holland, President &amp; CEO, Financial Managers Society (FMS)            John Westwood, Past Chairman of the Board, FMS and SVP &amp; CFO, Mansfield Bank

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Danielle Holland, President &amp; CEO, Financial Managers Society (FMS)            John Westwood, Past Chairman of the Board, FMS and SVP &amp; CFO, Mansfield Bank

The FMS Forum 2017 / Big Data: Practical Uses for Financial Institutions / Using Profitability to Incentivize the Right Behavior

Covid-19 and Bank Liquidity 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

Covid-19 and Bank Liquidity 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

Covid-19 and Bank Liquidity

BB&amp;T and SunTrust – Why Merge? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.            Jill Pursell, Senior Vice President, The Kafafian Group, Inc.

BB&amp;T and SunTrust – Why Merge? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.            Jill Pursell, Senior Vice President, The Kafafian Group, Inc.

BB&T and SunTrust – Why Merge?

Is Your Loan Portfolio Ready for the Next Recession? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender

Is Your Loan Portfolio Ready for the Next Recession? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Dallas Wells, Executive Vice President Strategic Innovation, PrecisionLender

Is Your Loan Portfolio Ready for the Next Recession?

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.           Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Maureen Kalena, Vice President &amp; Relationship Manager, FHLB of New York

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.           Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - Maureen Kalena, Vice President &amp; Relationship Manager, FHLB of New York

Liquidity Crunch? The Federal Home Loan Bank System – Reality versus Myth

What Makes a “Great” Community Bank Board? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.          George W. Millward, Managing Director, The Kafafian Group, Inc. Guests - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland

What Makes a “Great” Community Bank Board? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.          Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.          George W. Millward, Managing Director, The Kafafian Group, Inc. Guests - David Baris, President of the American Association of Bank Directors (AABD) and Partner, Kennedy Sutherland

What Makes a “Great” Community Bank Board?

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions. Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest- Jerry Champi, President and CEO, FNCB Bank

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions. Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest- Jerry Champi, President and CEO, FNCB Bank

Right-Sizing your Branch Network? How One Community Banker Made the Tough Decisions

Finally Some Regulatory Relief! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Gregg Wagner, Managing Director, The Kafafian Group, Inc.

Finally Some Regulatory Relief! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Gregg Wagner, Managing Director, The Kafafian Group, Inc.

Finally Some Regulatory Relief!

Is Your Brand A Loser?  What Does it Take to Rebrand? Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guests- Tim Pannell, President &amp; CEO, Financial Marketing Solutions  Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank

Is Your Brand A Loser?  What Does it Take to Rebrand? Hosts- Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guests- Tim Pannell, President &amp; CEO, Financial Marketing Solutions  Nicole Almeida, SVP and Chief Marketing Officer, of BayCoast Bank

Is Your Brand A Loser?  What Does it Take to Rebrand?

Cannabis Banking – Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Jon K. Skarin, EVP of Legislature &amp; Regulatory Policy, Massachusetts Bankers Association

Cannabis Banking – Are You Ready? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Matt Prosseda, Managing Director, The Kafafian Group, Inc. Guest - Jon K. Skarin, EVP of Legislature &amp; Regulatory Policy, Massachusetts Bankers Association

Cannabis Banking – Are You Ready?

FDIC to Revisit Brokered Deposit Rules Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.

FDIC to Revisit Brokered Deposit Rules Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.

FDIC to Revisit Brokered Deposit Rules

Byline Bank Turned its Future from Bleak to Bright! 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. Guest - Alberto J. Paracchini, President, CEO &amp; Director, Byline Bank

Byline Bank Turned its Future from Bleak to Bright! 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. Guest - Alberto J. Paracchini, President, CEO &amp; Director, Byline Bank

Byline Bank Turned its Future from Bleak to Bright!

The Future of Community Bank Mergers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Robert Kafafian, President &amp; CEO, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - James S. Vaccaro, Chairman, President &amp; CEO, Manasquan Bank

The Future of Community Bank Mergers Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Robert Kafafian, President &amp; CEO, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guest - James S. Vaccaro, Chairman, President &amp; CEO, Manasquan Bank

The Future of Community Bank Mergers

Are Diversity Requirements Really Necessary? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.

Are Diversity Requirements Really Necessary? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Gregg Wagner, Managing Director, The Kafafian Group, Inc.

Are Diversity Requirements Really Necessary?

The Road to CECL Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.

The Road to CECL Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc.

The Road to CECL

Cybersecurity in Banking - Hot Topics! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Sudhir Kondisetty, Principal, RSM US LLP

Cybersecurity in Banking - Hot Topics! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guest - Sudhir Kondisetty, Principal, RSM US LLP

Cybersecurity in Banking - Hot Topics!

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