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2013 BISRA Executive Summits

2013 Bank Brokerage Executive Summit Schedule


Executive Summits are invite only. Sponsorship opportunities are available.

For more information regarding sponsorship, attending a summit, or for general information,  please contact Scott Stathis at


December 11-12, 2013
Bank Life Sales Executive Summit
Rosewood Crescent, Dallas

This meeting focuses on increasing the volume and variety of life insurance sold through the bank channel. Participants include any executives responsible for bank life insurance sales. 




January 16-17, 2013
Platform Program Management Executive Summit
Sonesta Bayfront Hotel, Miami

Best practices in platform program management. Typical attendees include Platform Program Managers, Sales Managers, Product Managers and Training Executives.


February 12-13
Wealth Management Executive Summit
Ritz-Carlton, Dallas

Discussion focuses on the effective rollup of investments services through Trust into a comprehensive wealth management offering. Participants include CEO/Presidents, Trust Executives, Program Managers, and Sales Directors. 

March 12, 2013
Regional/Community CEO Summit
Westin Diplomat, Hollywood, FL

Join your peers for a discussion of organizational and industry issues and concerns. This forum will allow executives to focus on broad business issues and best practices.

April 10-11, 2013
Sales Management Executive Summit
Ritz-Carlton, New Orleans

Discuss optimization of sales force management-sales strategy, client segmentation and management, compensation, training and evaluation. Target attendees; Sales Managers, Program Managers, Executive Managers.

May 16-17, 2013
Large Bank Broker-Dealer CEO Summit
Sheraton Wild Horse Pass Resort, Phoenix/Scottsdale

A strategic issues brainstorming forum among CEOs and program managers.

June 12-13,2013
Advisory Business Executive Summit
Brown Palace Hotel, Denver

Discuss challenges of increasing advisory business-transition management, comp and incentives, operational support and related financial planning. Participants include executives responsible for development of advisory business.

September 11-12, 2013
Bank Investment Product Management
Hotel DuPont, Wilmington, DE (fly into Philadelphia; 20 minutes)

A meeting of investment product managers to discuss product evolution, product strategy, product selection, product training, leveraging wholesalers and product sales trends. 

October 9-10, 2013 
Large Bank Broker-Dealer CEO Summit 
Omni Parker House, Boston

A strategic issues brainstorming forum among CEOs and program managers.

October 29-30, 2013
Operations & Technology Executive Summit
Royal Sonesta, New Orleans

A forum for CTOs/CIOs, COOs, Program Managers and Technology Executives focused on improving operational and process efficiencies.

November 20-21, 2013
Financial Planning Summit
Disney’s Grand Floridian, Orlando

This summit was a forum to discuss financial planning industry issues and concerns with peers.

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