This Month in Banking

This Month in Banking

By Wolf & Company, P.C.BusinessNewsBusiness News
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This Month in Banking episodes

  • Bank M&A Today and Outlook for 2026

    Bank M&A Today and Outlook for 2026

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Dave Danielson, Managing Director, The Kafafian Group, Inc.

    41 min
  • Improving Shareholder Liquidity in Community Banks

    Improving Shareholder Liquidity in Community Banks

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Matt Schultheis, Founder of BankVault Research

    35 min
  • Shareholder Succession

    Shareholder Succession

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Richard Trauger, Managing Director, The Kafafian Group, Inc.

    Guests - Pete Scully, President, My Private Shares

    Andrew Rietz, Managing Director of Financial Institutions, My Private Shares

    31 min
  • Banking on Insight: Inflation, Risk & the Road Ahead

    Banking on Insight: Inflation, Risk & the Road Ahead

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall

    Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank

    1 hr 12 min
  • Bank Stocks & Beyond: Gerard Cassidy's Forecast

    Bank Stocks & Beyond: Gerard Cassidy's Forecast

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.

    Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets

    49 min
  • Navigating the AI Revolution: A Community Bank Perspective

    Navigating the AI Revolution: A Community Bank Perspective

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guest - Andy Schornack, President, Security Bank & Trust Co.

    38 min
  • Bank Transformation Unpacked: The Newtek Story Continues

    Bank Transformation Unpacked: The Newtek Story Continues

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guest - Barry Sloane, Chairman & CEO, Newtek Bank

    34 min
  • Cannabis Banking in 2025

    Cannabis Banking in 2025

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guest - Michael Beird, Author of Cannabis Banking

    34 min

About This Month in Banking

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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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