Insights

Core Providers, Open Banking, APIs: What Should You Know?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Gregg Wagner, Managing Director Guest: Aaron Silva, President and CEO of Paladin fs & Golden Contract Coalition   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 […]


TMIB Lite: Welcome Megan Rutledge to The Kafafian Group and Insights into Megan’s Large Regional Bank Lending Experience

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Megan Rutledge, Senior Consultant   Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking topics. TMIB is available on the last Wednesday of every month here, and on Apple and […]


Is Loyalty Worth It?

What is the value of a loyal customer? And what is the difference between a transactional customer and a loyal one? This was the subject of the keynote speaker, James Kane, at the recent Financial Managers’ Society FMS Forum in Boston. When you talk about loyalty to financial institution CFOs and Controllers, as Kane did […]


Insights from Gerard Cassidy, RBC Capital Markets Managing Director and Bank Analyst

Host: Sharon Lorman, Vice President Cohost: Bob Kafafian, President and CEO Guest: Gerard Cassidy, Managing Director, RBC Capital Markets   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 […]


Is Your Loan Portfolio Ready for the Next Recession?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Matt Prosseda, Managing Director Guest: Dallas Wells, EVP Strategic Innovation, PrecisionLender   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 […]


Right-Sizing Your Branch Network? How One Community Banker Made the Tough Decisions

April 23, 2019 | Performance Measurement, Podcast

Host: Sharon Lorman, Vice President Cohost: Gregg Wagner, Managing Director Guest: Jerry Champi, President and CEO, FNCB Bank   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 […]


How Is That New Year Self-Improvement Program Going?

The start of each New Year is a good time for new beginnings.  That’s when many of us start self-improvement programs.  How is that self-improvement program going so far this year?  We’re already a quarter through 2019, and have you stuck with your program? While we may have gained a few pounds during the holidays, […]


Is Your Brand A Loser? What Does it Take to Rebrand?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Gregg Wagner, Managing Director Guests: Tim Pannell, President and CEO, Financial Marketing Solutions and Nicole Almeida, SVP and Chief Marketing Officer, BayCoast Bank   Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting […]


TMIB Lite: BB&T and SunTrust – Why Merge?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President, Rich Trauger, Managing Director and Jill Pursell, Senior Vice President 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 […]


What’s On Your Mind? You Asked & We Answered!

Host: Sharon Lorman, Vice President Cohosts: Bob Kafafian, President and CEO, Jeff Marsico, Executive Vice President, Rich Trauger, Managing Director, Matt Prosseda, Managing Director and Jill Pursell, Senior Vice President 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. […]