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