Squared Away – How Can Bankers Succeed as Economic First Responders

By: Sharon J. Lorman
Andrew S. Rietz

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

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: Squared Away – How Can Bankers Succeed as Economic First Responders
A New Book by Our Own Jeff Marsico, President of The Kafafian Group

In his book, Jeff advocates for financial institutions to build the kind of culture, strategies, and execution they need to be relevant and vitally important to their stakeholders. Squared Away was written for those financial institutions seeking cultural and operating discipline to be strong and earn their right to remain independent. Jeff has been blogging for ten years and the book includes his top 20 most-read articles. The book also includes many specific “how-to” suggestions and is best read with a highlighter and pen handy to make notes. Even the most seasoned community banker will find this book informative and useful in executing strategy for a community bank that is built to last. Also, 10% of profits will be donated to K9s for Warriors (www.k9sforwarriors.org). Listen and Enjoy!

Click here to order Squared Away – How Can Bankers Succeed as Economic First Responders

Jeffrey P. Marsico
The Kafafian Group
973-299-0300 ext. 120 office
717-468-3208 cell

Jeff has been with The Kafafian Group since its inception and is a founding shareholder. He oversees and works in all lines of business and areas of expertise, with a focus on strategy, profitability, and financial advisory.

He began his banking career in 1985 and his experience includes: financial institution mergers and acquisitions, consulting and capital formation with Tucker Anthony Sutro Capital Markets (now RBC Capital Markets); retail branch management and merger integration with First Maryland Bancorp (now M&T Bank Corporation); IT and trust operations with Northeastern Bank of Pennsylvania (now PNC Financial Services Group, Inc.).

At The Kafafian Group, he has analyzed and facilitated hundreds of strategy development engagements for community financial institutions, resulting in documented strategic plans to guide client employees and improve performance. He has negotiated, analyzed and advised boards of directors regarding whole bank, branch and fee-based lines of business acquisitions resulting in more than four-dozen successful transactions with over $2 billion in value.
Jeff received his B.A. from the University of Hawaii and his M.B.A. from Lebanon Valley College. Professional education includes the AMIfs Institute, NASD Series 6 and 7, and the U.S. Navy systems administrator designation from the University of West Florida.

He is the author of Squared Away-How Can Bankers Succeed as Economic First Responders (Kindle Paperback Hardcover). He also serves on the faculty of various state associations’ executive development programs. He is a frequent speaker and commentator at industry events and is a recognized community financial institution blogger.

Jeff interrupted his banking career and served seven years as a Military Intelligence Analyst in the United States Navy, earning three Navy Achievement Medals, the Kuwait Liberation Medal, the Southwest Asia Service Medal, the Combat Action Ribbon, Sea Service Ribbon, and other various commendations. He was a leader in starting the girls’ lacrosse program in his community and is a certified U.S. lacrosse coach.

This podcast relates to The Kafafian Group’s Strategic Management service. Click here for more information. 

Watch for episode 66 of This Month in Banking to be released on Wednesday, June 30th, 2021, and a new episode on the last Wednesday of every month.  

Thank you for listening!