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10 events found.

Speaking and Teaching Engagements

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  • November 2019
  • Wed 13
    November 13, 2019 - November 14, 2019

    The Bonadio Group & M&T Bank 2019 Financial Institutions Seminar

    New York NY, United States
    Speaking and Teaching Engagements

    Topic Topic: Financial Industry Overview Speaker: Robert Kafafian

  • December 2019
  • Wed 11
    December 11, 2019 - December 12, 2019

    Maryland Bankers Association CFO & Financial Management Forum

    Sagamore Pendry Baltimore Baltimore, MD, United States
    Speaking and Teaching Engagements

    Topic Succession Planning Is About Talent Management, Not What You Do Two Years Prior to Retirement Speaker: Jeff Marsico

  • January 2020
  • Wed 22
    January 22, 2020 - January 25, 2020

    2020 Key West Community Banking Symposium

    Casa Marina Key West, FL, United States
    Speaking and Teaching Engagements

    Topic Strategic Planning Speaker: Robert Kafafian

  • Thu 30
    January 30, 2020 - January 31, 2020

    Launch Conference – Carolinas Credit Unions League

    Sheraton Charlotte Hotel Charlotte, NC, United States
    Speaking and Teaching Engagements

    Topic Harness the Power of Your Financial Data to Help Your Credit Union Make Smarter, More Confident Decisions That Drive Performance - Speaker: Gregg Wagner

  • February 2020
  • Sun 9
    February 9, 2020 - February 12, 2020

    ABA Conference for Community Bankers

    Omni Orlando Resort Orlando, FL, United States
    Conferences, Conventions & Other Events

    Topic: Jeff Marsico Moderator for CEO Peer Exchange and Deposit Growth Strategies Sessions

  • Mon 10
    February 10, 2020 - February 14, 2020

    S&P Global Market Intelligence Bank Executive Leadership Program

    University of Virginia Darden School of Business Charlottesville, VA, United States
    Speaking and Teaching Engagements

    Topic Preparing for and Executing Bank M&A Transaction Speaker: Richard Trauger

  • March 2020
  • Thu 5
    March 5, 2020

    Massachusetts Bankers Mutual Bank Program

    Courtyard Marriot Marlborough, MA, United States
    Speaking and Teaching Engagements

    Topic: Mutual Institution Participation in Consolidation - Components of Future Success and Strategic Alternatives Speaker: Richard B. Trauger, Jr.

  • April 2020
  • Mon 6
    April 6, 2020

    **Postponed** PA Community Bankers Association CEO & C-Suite Roundtable

    Standard Bank Pittsburgh, PA, United States
    Speaking and Teaching Engagements

    Topic PA Community Bankers CEO & C-Suite Roundtable Facilitator

  • Tue 14
    April 14, 2020

    **Postponed** Oregon Bankers Association Executive Development Program

    OSU Portland Center Portland, OR, United States
    Speaking and Teaching Engagements

    Course Topic Bank Profitability - Instructor: Jeff Marsico

  • Wed 15
    April 15, 2020

    **Postponed** Washington Bankers Association Executive Development Program

    Washington Athletic Club Seattle, WA, United States
    Speaking and Teaching Engagements

    Topic Bank Profitability - Instructor: Jeff Marsico

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  • Services
    • Performance Measurement
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    • Management Advisory
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    • Performance Insight
  • Insights
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    • News Coverage
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