Banking's Next Growth Move
This Month in Banking
In this episode of This Month in Banking, we’re joined by Matt Burke, Chairman & CEO of Mutual Bancorp, the mutual holding company for Cape Cod Five, Fidelity Bank, and soon Bluestone Bank. Matt brings a front‑line perspective on how community banks can rethink growth in today’s challenging environment—where deposit behavior, technology expectations, and consolidation pressures are reshaping the industry. We dig into how mutual institutions are approaching expansion, why shared‑services holding companies are becoming a strategic alternative to traditional bank mergers, and what...
info_outline
When Fintech Meets Community Banking
This Month in 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.
info_outline
TKG Joins The Pack - Wolf x TKG
This Month in Banking
TKG Joins The Pack - Wolf x TKG Hosts - Jeff Marsico, Principal, Wolf & Company, P.C. Scott Baranowski, Principal, Wolf & Company, P.C.
info_outline
Bank Strategy: Community Banks vs. National Banks
This Month in Banking
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
info_outline
Bank M&A Today and Outlook for 2026
This Month in Banking
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.
info_outline
Improving Shareholder Liquidity in Community Banks
This Month in Banking
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
info_outline
Scaling a Community Bank: Tech, Team, and Deposits
This Month in Banking
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
info_outline
Shareholder Succession
This Month in Banking
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
info_outline
Banking on Insight: Inflation, Risk & the Road Ahead
This Month in Banking
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
info_outline
Bank Stocks & Beyond: Gerard Cassidy's Forecast
This Month in Banking
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
info_outlineBank 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