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

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

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

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

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

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.

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

Cannabis Banking in 2025

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

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

Guest - Michael Beird, Author of Cannabis Banking

Crypto, Fintech, and other Non-Interest Income Drivers in 2025

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

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

Guest - Matt West, Chief Executive Officer, Xenios

Big Picture: The Future of Community Financial Institutions

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 - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence

Potential Changes in Bank Regulation under the Trump Administration

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Anne Balcer, Senior Executive Vice President, Chief of Government Relations and Public Policy for the Independent Community Bankers of America (ICBA)

Stratum, New Technology That Will Revolutionize Banking!

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Clay Adams, President and CEO, Mascoma Bank

Use Cases of Generative AI – What are the Risks?

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guests - Chris Clements, VP of Solutions Architecture, CISO Global

        Tigran Safari, Solutions Architect and Client Experience Manager, CISO Global

Banking for Good - CFG Bank Supports Key Bridge Recovery

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

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

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

Guest - Jack Dwyer, Chairman, CEO and Founder of CFG Bank

Banking on Change – The Leader’s Guide to Achieving Exponential Growth in the Age of AI

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - James Robert Lay, Founder and CEO, Digital Growth Institute

Pig Butchering Scams – Help Protect Your Customers!

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Erin West, Deputy District Attorney, REACT Task Force, Santa Clara County District Attorney's Office, San Jose, CA

Major Issues Impacting Bank Stocks and Valuations

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

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

Guest - Gerard S. Cassidy, Managing Director, Equity Research, RBC Capital Markets

Banks Can Thrive or Die, What History Teaches Us

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - John Maxfield, Banking Specialist, Author of the Maxfield on Banks Substack

How Promoting Financial Literacy Can Help Financial Institutions Perform Better

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Arindam Nag, CEO & Co-Founder, Centsai

        Christina Sandy, Head of Business Development, Centsai

Ingredients to a Successful Management Team

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Bartow Morgan Jr., CEO & Director, Georgia Banking Company

Reducing Expenses with Process Automation

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jill Pursell, Managing Director, The Kafafian Group, Inc.

        Chris Jacobsen, Managing Director, The Kafafian Group, Inc.

Guest - Rachel G. Bitner, EVP & Chief Financial Officer, Ephrata National Bank

Graduating from Data Analytics to Data Utilization

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Steven M. Fusco, EVP & CFO, Spencer Savings Bank

2024 Banking Industry Trends

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

        Gregg Wagner, Managing Director, The Kafafian Group, Inc.