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