This Month in Banking

This Month in Banking

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

  • Wealth Management – Opportunities and Challenges in 2022

    Wealth Management – Opportunities and Challenges in 2022

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Andrew Rietz, Vice President, The Kafafian Group, Inc.

    Guest - Valerie O. Murray, CFP, President, Beacon Trust

    35 min
  • Regulatory and Legislative Hurdles in 2022 – What You Need to Know!

    Regulatory and Legislative Hurdles in 2022 – What You Need to Know!

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

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

    Gregg Wagner, Managing Director, The Kafafian Group, Inc.

    Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")

    42 min
  • Bank of the Future? Newtek on Cusp of Bank Acquisition!

    Bank of the Future? Newtek on Cusp of Bank Acquisition!

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

    Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.

    34 min
  • Benefits of Revenue Diversification in Banking

    Benefits of Revenue Diversification in Banking

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Andrew Rietz, Vice President, The Kafafian Group, Inc.

    Guest - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.

    40 min
  • Major Issues Impacting Bank Stocks and Valuations

    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

    41 min
  • The Economy and Interest Rates – Where Are They Going?

    The Economy and Interest Rates – Where Are They Going?

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank

    Hugh Blaxall, Managing Partner, VBC

    41 min
  • Jeff Marsico – Up Close and Personal!

    Jeff Marsico – Up Close and Personal!

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

    Andrew Rietz, Vice President, The Kafafian Group, Inc.

    Guest - Jeff Marsico, President, The Kafafian Group, Inc.

    Jackie Marsico, Jeff's Wife

    Shannon Marsico Burke, Jeff and Jackie's oldest daughter

    22 min
  • The Kafafian Group's 20th Anniversary!

    The Kafafian Group's 20th Anniversary!

    Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

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

    Jeff Marsico, President, The Kafafian Group, Inc.

    Kelly Smith, Senior Vice President, The Kafafian Group, Inc.

    37 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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