This Month in Banking

Nov 26 2024 100 ep. 32 mins 44

This Month in Banking Podcast artwork

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

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Stratum, New Technology That Will Revolutionize Banking!

Nov 26 2024 32 mins

Stratum, New Technology That Will Revolutionize Banking! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Guest - Clay Adams, President and CEO, Mascoma Bank

Use Cases of Generative AI – What are the Risks?

Oct 29 2024 46 mins

Use Cases of Generative AI – What are the Risks? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Chris Clements, VP of Solutions Architecture, CISO Global Tigran Safari, Solutions Architect and Client Experience Manager, CISO Global

Banking for Good - CFG Bank Supports Key Bridge Recovery

Sep 24 2024 36 mins

Banking for Good - CFG Bank Supports Key Bridge Recovery Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Jack Dwyer, Chairman, CEO and Founder of CFG Bank

Banking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI

Aug 27 2024 42 mins

Banking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI 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 - James Robert Lay, Founder and CEO, Digital Growth Institute

Pig Butchering Scams – Help Protect Your Customers!

Jul 30 2024 43 mins

Pig Butchering Scams – Help Protect Your Customers! 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 - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA

Major Issues Impacting Bank Stocks and Valuations

Jun 25 2024 45 mins

Major Issues Impacting Bank Stocks and Valuations Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard S. Cassidy, Managing Director, Equity Research, RBC Capital Markets

Banks Can Thrive or Die, What History Teaches Us

May 28 2024 39 mins

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

How Promoting Financial Literacy Can Help Financial Institutions Perform Better

Apr 23 2024 40 mins

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

Ingredients to a Successful Management Team

Mar 26 2024 33 mins

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

Reducing Expenses with Process Automation

Feb 27 2024 27 mins

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