A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
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
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
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
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
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.
Managing Through Change, Getting Stuff Done!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Michael A. Butler, President, CEO & Chairman, Grasshopper Bancorp, Inc.
AI in Community Banking - Are YOU Ready?
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Jeff Marsico, President, The Kafafian Group, Inc.
Guest - Saroop Bharwani, Co-Founder & CEO, Senso.ai
Hot Topics in Accounting – What you need to know!
Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.
Rich Trauger, Managing Director, The Kafafian Group, Inc.
Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP
Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services
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.
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 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)
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