Financial Advisory

Banking New Year’s Resolutions – We Have Opinions / Negotiating Merger Transactions

By: Sharon J. Lorman
Robert E. Kafafian
Jeffrey P. Marsico
Matthew P. Prosseda
Jill A. Pursell

Podcast Show Notes:

Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and Droid podcast apps for your listening enjoyment. Join us on your commute, at your desk or at home.

Topic: Banking New Year’s Resolutions – We Have Opinions/Negotiating Merger Transactions
Panel Discussion with Bob Kafafian, Jeff Marsico, Matt Prosseda, and Jill Pursell

The Financial Managers Society published a feature article in their first quarter 2020 publication, forward, called “Vive La Resolution” which includes insights from leading voices in the industry concerning ideas for banks and credit unions to consider in 2020. In this podcast, you’ll have the opportunity to hear Bob Kafafian, Jeff Marsico, Matt Prosseda, and Jill Pursell speak about what financial institutions should be thinking about in 2020.

Also, the banking industry is continuing to consolidate, and the panel discusses challenges in negotiating merger transactions and some of the reasons why M&A deals fail. Listen and enjoy!

This podcast relates to The Kafafian Group’s Strategic Management, Profit & Process Improvement and Financial Advisory services. Click here for more information. 

Watch for episode 50 of This Month in Banking to be released on Wednesday, February 27, 2019 and a new episode on the last Wednesday of every month.  

Thank you for listening!

Relevant Links:
“Vive La Resolution”, forward, A Publication of the Financial Managers Society, First Quarter 2020
“For Banks, Acquire or Be Acquired Is A Hobson’s Choice”, Jeff For Banks, February 10, 2018
This Month In Banking Podcast, “The Future of Community Bank Mergers”. Guest: James Vaccaro, CEO, Manasquan Bank. July 24, 2018