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.

Managing Through Change, Getting Stuff Done!

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Michael A. Butler, President, CEO & Chairman, Grasshopper Bancorp, Inc.

AI in Community Banking - Are YOU Ready?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Saroop Bharwani, Co-Founder & CEO, Senso.ai

Hot Topics in Accounting – What you need to know!

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

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

Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP

           Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services

What is the “Secret Sauce” to Community Bank System, Inc.’s Long Term Success?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Mark E. Tryniski, CEO, President & Director, Community Bank Systems, Inc.

What should be in your deposit strategy?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Neil Stanley, CEO and Founder, The Core Point

What Does Brand Get You?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

        Ben Crowley, Senior Vice President, The Kafafian Group, Inc.

Guest - Amber Farley, Executive Vice President, Brand Development, FMS (Financial Marketing Solutions)

How to Acquire and Retain Small Business Relationships

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Matt Carcich, President, CEO & Director, Freedom Bancorp, Inc. and Freedom Bank

Why Do Branches Fail at Sales?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

Guest - Jack Hubbard, Co-Founder and Managing Partner of The Modern Banker & Chief Experience Officer of Jack Hubbard Consulting

Instant Payments are Here! What Are the Implications for Community Banks?

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

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

Guest - Nick Denning, SVP of Payments Industry Relations, ICBA Bancard, a subsidiary of the ICBA

Banking Turmoil. What’s Next?

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

        Jeff Marsico, President, The Kafafian Group, Inc.

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

Turnaround Success – U.S. Century Bank

Hosts - Jeff Marsico, President, The Kafafian Group, Inc.

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

Guest - Luis F. de la Aguilera, President, CEO & Director of USCB Financial Holdings, Inc. & U.S. Century Bank (UCSB)

How FinTech is Innovating Credit and Products for the Next Generation of Borrowers

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

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

Guest - David Kafafian, Chief Operating Officer, Stride Funding Inc.

What’s on Jeff’s Mind this Holiday Season?!

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

        Jeff Marsico, President, The Kafafian Group, Inc.