This Month in Banking

The Kafafian Group, Inc.

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.

  • 35 minutes 21 seconds
    When Fintech Meets Community Banking
    In this episode of This Month in Banking, the team explores what happens when fintech meets community banking. Guest Emmett Shipman, Fintech Strategy & Growth Senior Manager at Wolf & Company, joins the conversation to discuss evolving fintech–bank partnerships, the shift from efficiency to reinvention, and how community banks can strategically position themselves for a digital future. The discussion also dives into stablecoins, digital assets, and what bank leaders should be prioritizing in the year ahead.
    25 February 2026, 4:11 am
  • 37 minutes 48 seconds
    TKG Joins The Pack - Wolf x TKG

    TKG Joins The Pack - Wolf x TKG

    Hosts - Jeff Marsico, Principal, Wolf & Company, P.C.

    Scott Baranowski, Principal, Wolf & Company, P.C.

    30 January 2026, 11:00 am
  • 46 minutes 43 seconds
    Bank Strategy: Community Banks vs. National Banks

    Bank Strategy: Community vs. National Banks

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Andrew Baker, Chief Strategy Officer, F&M Bank

    30 December 2025, 11:00 pm
  • 40 minutes 8 seconds
    Bank M&A Today and Outlook for 2026

    Bank M&A Today and Outlook for 2026

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

    Jeff Marsico, President, The Kafafian Group, Inc.

    Dave Danielson, Managing Director, The Kafafian Group, Inc.

    25 November 2025, 11:00 pm
  • 34 minutes 49 seconds
    Improving Shareholder Liquidity in Community Banks

    Improving Shareholder Liquidity in Community Banks

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Matt Schultheis, Founder of BankVault Research

    28 October 2025, 10:00 pm
  • 36 minutes 48 seconds
    Scaling a Community Bank: Tech, Team, and Deposits

    Scaling a Community Bank: Tech, Team, and Deposits

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Brant Ward, President, Signature Bank of Arkansas

    23 September 2025, 10:00 pm
  • 30 minutes 9 seconds
    Shareholder Succession

    Shareholder Succession

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Richard Trauger, Managing Director, The Kafafian Group, Inc.

    Guests - Pete Scully, President, My Private Shares

    Andrew Rietz, Managing Director of Financial Institutions, My Private Shares

    26 August 2025, 10:00 pm
  • 1 hour 11 minutes
    Banking on Insight: Inflation, Risk & the Road Ahead

    Banking on Insight: Inflation, Risk & the Road Ahead

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall

    Dorothy Jaworski, Retired SVP & Treasurer, Penn Community Bank

    29 July 2025, 10:00 pm
  • 48 minutes 38 seconds
    Bank Stocks & Beyond: Gerard Cassidy's Forecast

    Bank Stocks & Beyond: Gerard Cassidy's Forecast

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

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

    Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital Markets

    24 June 2025, 10:00 pm
  • 37 minutes 39 seconds
    Navigating the AI Revolution: A Community Bank Perspective

    Navigating the AI Revolution: A Community Bank Perspective

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guest - Andy Schornack, President, Security Bank & Trust Co.

    27 May 2025, 10:00 pm
  • 33 minutes 46 seconds
    Bank Transformation Unpacked: The Newtek Story Continues

    Bank Transformation Unpacked: The Newtek Story Continues

    Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.

    Jeff Marsico, President, The Kafafian Group, Inc.

    Ben Crowley, Managing Director, The Kafafian Group, Inc.

    Guest - Barry Sloane, Chairman & CEO, Newtek Bank

    29 April 2025, 10:00 pm
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