This Month in Banking

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, Senior Vice President, 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.

Strategies to Attract and Retain Top Talent Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guests - Susan Rogers, People Pinnacle         Bethany Denning, People Pinnacle

Navigating the Moat Your Core Processor Has Built Around Your Data Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guest - Aaron Silva, President & CEO of Paladin fs & Golden Contract Coalition

Banks are Responsible for Building Bankers! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guest - Chris Kelley, Executive Director, The Barret School of Banking

Totem, the First Challenger Bank for Native Americans! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guest - Amber Buker, Founder & CEO of Totem Technologies, Inc.

Wealth Management – Opportunities and Challenges in 2022 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.        Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Valerie O. Murray, CFP, President, Beacon Trust

Regulatory and Legislative Hurdles in 2022 – What You Need to Know! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.        Gregg Wagner, Managing Director, The Kafafian Group, Inc. Guest - Michael P. Affuso, Esq., incoming President & CEO, New Jersey Bankers Association ("NJBankers")

Bank of the Future? Newtek on Cusp of Bank Acquisition! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.      Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc. Guest - Barry Sloane, Chairman, President and CEO, Newtek Business Services Corp.

How Baseball Can Help Bankers Improve Performance Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc. Guest - Benjamin Crowley, Senior Vice President, The Kafafian Group, Inc.

Benefits of Revenue Diversification in Banking Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.         Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Brad Voss, EVP & Chief Financial Officer, Triumph Bancorp, Inc.  

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

The Economy and Interest Rates – Where Are They Going? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc. Guests - Dorothy Jaworski, Senior Vice President and Treasurer, Penn Community Bank        Hugh Blaxall, Managing Partner, VBC

Jeff Marsico – Up Close and Personal! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Jeff Marsico, President, The Kafafian Group, Inc.        Jackie Marsico, Jeff's Wife        Shannon Marsico Burke, Jeff and Jackie's oldest daughter

The Kafafian Group's 20th Anniversary! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc.        Kelly Smith, Senior Vice President, The Kafafian Group, Inc.

COVID's Ongoing Impact on Bank Branches Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.       Gregg Wagner, Managing Director, The Kafafian Group, Inc.       Megan McMahon, Senior Consultant, The Kafafian Group, Inc. Guests - Jacob Iampietro, SVP & Director of Retail Banking, Penn Community Bank       Thomas Minichiello, SVP & Head of Retail Banking, Kish Bank

The Future of Fintech! Are You Ready?! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc.        Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Charles E. Potts, SVP & Chief Innovation Officer, ICBA Services Network

Data Cleansing & Data Governance: What the heck does that mean? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc. Guest - Kim Snyder, Found and CEO, KlariVis

M&A From a Strategic Perspective Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.        Rich Trauger, Managing Director, The Kafafian Group, Inc.

Top Post-Pandemic Issues Facing CFOs Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc. Guest - George Rapp, EVP and Chief Financial Officer, The Bank of Princeton

Squared Away – How Can Bankers Succeed as Economic First Responders Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc.        Andrew Rietz, Vice President, The Kafafian Group, Inc.

Culture Building in a Telecommuting World and What’s the New Normal for a Post-Coronavirus Workplace? Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc. Guests - Alan Kaplan, CEO, Kaplan Partners Austin Stonitsch, EVP, Chief Human Resources Officer, Dime Community Bank Janet Whitehead, SVP, Human Resources, Univest Financial Corporation

Top Banking Issues in 2021 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Jeff Marsico, President, The Kafafian Group, Inc.        Jill Pursell, Managing Director, The Kafafian Group, Inc. Guest - Randy Hultgren, President & CEO, Illinois Bankers Association