A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
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In this episode of This Month in Banking , presented by Wolf & Company , we sit down with Wade Johnson, CEO of Durden Banking Company , to discuss how a community bank has achieved standout performance in two metrics that matter deeply in today's banking environment: efficiency ratio and cost of funds. Wade shares his journey from growing up in rural Georgia to leading the bank as CEO, while…
In this episode of This Month in Banking , presented by Wolf & Company , we're joined by Tara Brady , Senior Vice President & Chief Experience Officer at Provident Bank , to explore how customer experience is evolving into a core strategic driver of growth and differentiation . Tara shares how her role connects across the organization—from frontline delivery to executive decision‑making—and why…
In this episode of This Month in Banking , presented by Wolf & Company , we're joined by Ed Barry , CEO of Capital Bancorp , to explore how one community bank built a distinctive growth model by expanding into specialized, nontraditional lines of business . Since joining in 2012, Ed has led Capital Bank's transformation from a $300 million institution into a $3.5 billion diversified platform…
In this episode of This Month in Banking , presented by Wolf & Company , we explore how financial institutions are moving beyond AI experimentation and toward practical, enterprise‑ready adoption . Host Tara Ween is joined by John Kowal , Senior Vice President, Managing Director & Chief Technology Officer at Peapack Private Bank & Trust , along with Wolf & Company experts Jeff Marsico and Nelson…
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…
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…
TKG Joins The Pack - Wolf x TKG Hosts - Jeff Marsico, Principal, Wolf & Company, P.C. Scott Baranowski, Principal, Wolf & Company, P.C.
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
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.
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
