A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
Stratum, New Technology That Will Revolutionize Banking!
Hosts -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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 -Â 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
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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 -Â 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 -Â 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
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