Convention Session

Speaker/Moderators

Saturday, March 9

6:00 pm - 7:00 pm

Early Bird Cocktail Reception

Sunday, March 10

4:00 pm - 5:30 pm

THE MACRO ECONOMIC ENVIRONMENT

4:00 pm - 4:45 pm

The Old Regime, The New Regime and the Next Regime

David Blitzer, PhD, Managing Director and Chairman, S&P Index Committee (Sponsored by Longview Capital Management)

4:45 pm - 5:00 pm

Jim McNeil, BISA & Scott Stathis, BISRA

5:00 pm - 5:30 pm

From Bonds to Baseball

Tom Ricketts, Chairman, Incapital and Chairman of the Chicago Cubs (Sponsored by Incapital)

5:45 pm - 7:15 pm

Exhibit Hall Opening and Networking Cocktail Reception

Monday, March 11

7:30 am - 8:30 am

Breakfast in Exhibit Hall

8:30 am - 9:30 am

Market Perspective

8:30 am - 9:00 am

Insight & Understanding for Today's Markets

Dr. Quincy Krosby, Chief Market Strategist, Prudential Annuities(Sponsored by Prudential)

9:00 am - 9:30 am

Selling Financial Services to Women & Couples

Holly Buchanan, CEO, Buchanan Marketing
(Sponsored by Dividend Capital)

9:45 am - 10:45 am

Legislative & Regulatory Update

No press permitted

John Hartigan, Morgan, Lewis & Bockius; Kathleen Collins, Morgan, Lewis & Bockius; Dawn Calonge, FINRA

Solutions Showcase Sessions

9:45 am - 10:30 am

Emerging Best Practices for Cross-Channel Bank Wealth Advice Manufacturing and Distribution

Moderator: Gavin Spitzner, Prudential Investments ® Wealth Management Solutions

Panelists: Michael Miroballi, BMO Harris Financial Advisors, Inc.; Roger Wilder Hobby, Wilmington Trust NE

9:45 am - 10:30 am

Real World Income Planning

Rich LaVoice, Symetra Life Insurance Company

9:45 am - 10:30 am

Strategies for Developing Successful Advisors

Alexandra Taussig, National Financial

9:45 am - 10:30 am

Modern Retirement Portfolio Theory - The Efficient Income Frontier

Stephen Rathford, New York Life and MainStay Investments

Solutions Showcase Sessions

10:45 am - 11:30 am

The 4 Cs: A Framework for Successful Retirement Income Strategies

Thomas DeSanto, Allianz

10:45 am - 11:30 am

Introduction to Tactical Investing

Moderator: Christian M. Wagner, Longview Capital Management

Panelists: Andrew Barber, Waverly Advisors; Erick G. R. Kuebler, J.P. Morgan Securities

10:45 am - 11:30 am

Ahead of the Curve: Innovation Through Incremental Change

James T. Crowley, Pershing LLC, a BNY Mellon company

10:45 am - 11:30 am

Planning for Health Care in Retirement

Kevin McGarry, Nationwide

11:45 am -12:30 pm

Market Perspective

Money Rules To Help Your Clients Manage Retirement Income -- And The Other Financial Challenges They Face

Jean Chatzky, Financial Editor, NBC's TODAY Show (Sponsored by The Principal)

12:30 pm - 1:30 pm

Lunch in Exhibit Hall

Concurrent Session Tracks

*Sales Management Tracks in purple * Wealth Management/Retirement Income Planning in Blue

*Product Management Tracks in red * Program Management in Gray

1:30 pm - 2:15 pm

Compensation, Beyond the Grid

Thomas C. Kane, KaneCarlton, LLC

1:30 pm - 2:15 pm

Implementing and Supporting a Structured Investments Program

Moderator: Deryk Rhodes, Incapital

Panelists: Craig Brede, Goldman Sachs; Larry Wilson, JPMorgan

1:30 pm - 2:15 pm

UMAs Across Multiple Channels (BD, Trust and RIA)

Paul Ahern, Winslow Capital

1:30 pm - 2:15 pm

Wealth Management in the Retail Bank: Fighting for Shelf Space

Adam Stockton and Wayne Cutler, Novantas

1:30 pm - 2:15 pm

BISRA Wealth Management Best Practices

Scott Stathis, BISRA and Jack LaSalle, Spinnaker One Consulting

2:30 pm - 3:15 pm

Connecting the Dots: How Will Washington and Client Trends Change Our Business?

Keith E. Hickerson, MSM, The American College

2:30 pm - 3:15 pm

Utilizing Market Linked CDs within Bank Channel

Serge Troyanovsky, BNP Paribas

2:30 pm - 3:15 pm

Life Insurance in the Bank Broker-Dealer: Who Is Buying and How to Engage Them

Moderators: Paul Field, Kehrer Saltzman & Associates, Inc. and Christine Kehrer, Kehrer Saltzman & Associates, Inc.

Panelists: Sean Carter, Huntington Investment Company; Carol Goetsch, US Bancorp Investments and Insurance; Jeff Salaway, Crump Life Insurance Services

2:30 pm - 3:15 pm

How Bank B/D Programs Can Better Compete in the Advisory Business

Moderator: Jack Cramer, Cramer + Associates, Inc. 

Panelists: Wes Egan, Wealth Brokerage Services, Wells Fargo; Rich Guerrini, PNC Investments; Frank Consalo, Citi Wealth Management

2:30 pm - 3:15 pm

Maximizing the Platform

Moderator: Casi DiLeva, UnionBanc Investment Services

Panelists: Howard Hammond, Fifth Third Bank; Lawrence M. Orsini, First Niagara Investment Services; Jerry Mladenik, Union Bank; Bruce Stava, First Brokerage America LLC

3:30 pm - 4:15 pm

Referral and Activity Management - "If You Can't Measure It, You Can't Manage It!"

Nathan Bergeland, CFP, MS, USAdvisors & SuccessQuest

3:30 pm - 4:15 pm

Facing the Challenges in the Individual Annuity Market

Moderator: Janet Cappelletti, BISRA

Panelists: Joe Montminy, LIMRA; Lori Reidy, Popular Investments; Richard Koll, ENSI

3:30 pm - 4:15 pm

Ensuring Advisor Effectiveness in Wealth Management

David Greene, Greene Consulting Associates

3:30 pm - 4:15 pm

Why Should Investors Choose Your Firm's Advisors?

Jeff McTague, Active Fund Strategies

3:30 pm - 4:15 pm

Bridging The Organizational Divide – Sharing Success Stories

Moderator: Wayne Cutler, Novantas

Panelists: Gonzalo Luchetti, Citi; Tom Hall, Seacoast National Bank; Sam Guerrieri, Jr., M&T Securities, Inc.

4:30 pm - 5:30 pm

Market Perspective

4:30 pm - 4:45 pm

BISA President's Message and Awards Recognition

Sam Guerrieri, BISA President

4:45 pm - 5:30 pm

Bringing on Tomorrow

Robert Benmoshce, President and CEO, AIG
(Sponsored by AIG Life and Retirement)

5:30 pm - 7:00 pm

Networking Reception in Exhibit Hall

9:30 pm - 11:30 pm

Pool Party

Sponsored by Prudential

Tuesday, March 12

8:00 am - 10:00 am

Breakfast in Exhibit Hall

Executive Forums

8:30 am - 10:15 am

Credit Union Executive Roundtable

Moderators: Keith Pipes, Wescom Credit Union and Kevin Mummau, CUSO

8:30 am - 10:15 am

Regional/Community CEO Summit

Moderators: Jim McNeil, BISA, Scott Stathis, BISRA, and Jack Cramer, Cramer and Associates

Concurrent Session Tracks

8:30 am - 9:15 am

Impact and Importance of the Self-Directed Service Channel

Moderator: Chris Psaltos, Scivantage

Panelists: Alois Pirker, Aite; Jim Goodwin, Riperian

8:30 am - 9:15 am

Linked Benefit Long-Term Care Rocks! Now What?

Moderator: Steven Saltzman, Kehrer Saltzman & Associates, Inc.

Panelists: Andrew Bucklee, Lincoln National; Simeon Hernandez, Forethought Financial; Lorin McMurray, BBVA Compass; Juan Garcia, HSBC

8:30 am - 9:15 am

Precision Coaching

Tony Cole, Anthony Cole Training Group

9:30 am - 10:15 am

Income Annuities in Retirement Asset Allocation

Gary Baker, CANNEX Financial Exchanges, LTD

9:30 am - 10:15 am

Advanced Social Security Strategies: Maximize Your Clients' Retirement Income Options

Gail Buckner, CFP Professional, CRPS, AIF, Franklin Templeton Investments

9:30 am - 10:15 am

Position Yourself Above the Competition - Branding Your Investment Program

Gary Weuve, CUNA Mutual Group

10:30 am - 12:30 pm

LOOKING TO THE FUTURE

10:30 am - 11:00 am

Live Financially Sound, Physically Strong

Wendy Boglioli, Genworth National Spokesperson and Olympic Gold Medalist 
(Sponsored by Genworth)

11:00 am - 11:45 am

The Business Model has Changed- Change with it

Mark Zinder, President, Mark Zinder and Associates (Sponsored by AXA Distributors)

11:45 am - 12:30 pm

An Optimistic View of the Economy

Jim Bowen, CEO, First Trust Portfolios
(Sponsored by First Trust Portfolios)

General Sessions

Exhibit Hall Time

Sales Management

Product Management and Marketing

Wealth Management/Retirement Income Planning

Program Management