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Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended?  Check out our webinar archives!

**Please note that these webinars are closed to the media unless otherwise stated**

**Non-BISA Members are welcome to attend at the price of $50 per registrant, per webinar**

 

 If you have any questions or concerns, please contact Leigh Maltby either via e-mail at lmaltby@bisanet.org or by phone at (202) 367-2460.


Upcoming Webinars

 

September

"Best Practices for Community Bank Investment Programs"

Presented by Infinex
BISA Associate member


Date
:  
September 17, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/115421975
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

The second annual Community Bank Investment Program Blueprint presents insights into the drivers for success for investment programs located in community based financial institutions.  Our intent in conducting this research is to provide a blueprint for executing on key activities that the data indicates impact results.  During this webinar, we’ll share some of the key findings and our thoughts on the opportunities for investment program growth.

Register now!

Kristine Somerville, Vice President, Southeastern Regional Director
Sue Colaluca, Vice President, Northeastern Regional Director


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"Protecting your Firm from Data Security Threats"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  September 24, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:  
 https://www4.gotomeeting.com/register/481767591
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  


As the cyber fraud landscape continues to evolve, it’s important that your firm has a plan in place and a set of controls to handle issues that may arise.  Fidelity Investments will offer an overview of the current cyber fraud environment impacting the financial services industry. During this webinar we will review:

            - How to recognize current fraud threats
            - New Red Flag regulations
            - Cyber fraud best practices



 William R. French is a Vice President in the Fidelity Customer Protection and Financial    Intelligence Group.  His responsibilities span all of Fidelity's distribution channels and include  fraud investigations, account protection, and anti-money laundering efforts under the USA  Patriot Act.  Before assuming his current responsibilities in 2005, Bill spent many years in  the Fidelity Risk Oversight Group managing teams focused on directing and developing  proactive efforts to identify and mitigate fraud and risk issues. 
Bill often speaks at national  conferences and client events to customers, intermediaries, and family office practices on  cyber fraud threats.  He educates employees and managers, at all levels of an organization,  about awareness and best practices in how to detect, prevent, and report incidents of fraud or
                                 suspicious conduct.

Register now!



October

"Exploring Social Security Rules and an Impactful Tool"

Presented by Allianz
BISA Leadership member


Date:  October 1, 2014

Time2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/596560231 
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

 

Most people believe that Social Security will play a role in their retirement income plan.  But what many do not understand is that there are a number of different rules, start ages, and filing strategies that should be considered to enhance their Social Security retirement income.  This Allianz webinar will cover those need-to-know rules about Social Security and demonstrate how the Social Security Explorer tool can help you and your clients understand the possibilities.


 Debra Repya is Vice President of Advanced Markets for Allianz Life Insurance Company of  North America (Allianz). In this role, Repya leads the Advanced Markets team to promote  advanced strategies and creative marketing programs that assist financial professionals in  acquiring and serving clients with retirement planning, estate planning, and other tax-related      financial concerns.

 Prior to joining Allianz in 2010, Repya served as senior advanced strategies counsel for Securian  Financial Services, providing tax and legal support to registered representatives working in the advanced markets.  Prior to that, she was director of advanced marketing for Minnesota Life, a division of Securian Financial Group, leading a team of attorneys and other tax professionals providing support in the advanced markets.  
Repya earned a bachelor's degree in English and German from Augustana College, a master's degree in guidance counseling from the University of Nebraska-Omaha, and a J.D. from Hamline University School of Law.  She also earned her CLU (Chartered Life Underwritier) and ChFC (Chartered Financial Consultant) designations and is FINRA-registered with Series 7, 24, and 63 securities registrations.

Register now!

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"7 Habits of Highly Effective Sales Teams"

Presented by Anthony Cole Training Group
BISA Associate member


Date:  October 8, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/334960655
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

There are consistent behaviors and habits that successful salespeople use day in and day out, year after year to achieve their goals.  The 7 Habits of Highly Effective Sales Teams is a powerful webinar that will teach you these specific and proven best practices that you can implement with your team immediately.

In this webinar, Tony Cole will help you learn how to coach and help your salespeople understand:

  1. Why the only "A" priority is prospecting – eliminate their excuses for lack of opportunities in the pipeline and ‘not having enough time to prospect’

  2. The formula for success – a process to develop a strategic and executable method to help your salespeople hit goals and grow their book of business

  3. How to close key accounts faster – help them get decisions at time of presenting a solution, eliminate the incumbent and close more business


 Tony Cole is a
n author and seasoned business consultant, Tony Cole has successfully  coached thousands of people. He brings unparalleled wisdom and expertise to companies  nationwide, illustrating a parallel between army basic training, a no-excuses mentality and the  accountability required for excellent performance in the corporate world.  Tony graduated from  the University of Connecticut with a degree in Education. A scholarship athlete, upon graduation  Tony leveraged his experience to coach Iowa State University and University of Cincinnati  athletic teams. He then spent more than 15 years in sales and sales management positions  in the exercise equipment and insurance industries. This unique combination of coaching and
selling led him to launch Anthony Cole Training in 1991, which builds sales cultures within organizations nationwide.

Register now!

 

                                            *******************************************************************


"Building a Wealth Management Practice:  Insights from Pacesetting Firms"


Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  October 29, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/551384263
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

Description coming soon!

Register now!


December


"Plan, Diversify, and Differentiate:  Three Strategies of High-Performing Advisors"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  December 3, 2014
Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/177780599
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

 

Description coming soon!



*******************************************************************
 

"Precision Coaching"

Presented by Anthony Cole Training Group
BISA Associate member


Date
:  December 10, 2014
Time:  12:00 PM – 1:00 PM ET
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg 

 

How many reports do you use in your business that provide good data but are not actionable for sales management purposes?  In some cases, the report data is effective but your own ability to gain insight from the data is lacking.  Imagine the impact to your sales team’s success if you were able to capture leading indicator sales behavior activities for coaching insight and working sessions with your people.

During this webinar, led by Tony Cole, you will learn how to:

1) Create a Success Formula for each of your salespeople that will help you to track and coach  each stage of the sales process

2) Implement a weekly Huddle session, utilizing your smart data and focused on the burning platform indicators of success

3) Use an approach “Where’s Waldo” that will provide a process for coaching your salespeople’s behaviors  by focusing on their effort or execution


 Tony Cole is an author and seasoned business consultant, Tony Cole has successfully  coached thousands of people. He brings unparalleled wisdom and expertise to companies  nationwide, illustrating a parallel between army basic training, a no-excuses mentality and the  accountability required for excellent performance in the corporate world.  Tony graduated from  the University of Connecticut with a degree in Education. A scholarship athlete, upon graduation  Tony leveraged his experience to coach Iowa State University and University of Cincinnati  athletic teams. He then spent more than 15 years in sales and sales management positions  in the exercise equipment and insurance industries. This unique combination of coaching and 
selling led him to launch Anthony Cole Training in 1991, which builds sales cultures within organizations nationwide.

Register now!


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Bank Insurance & Securities Association
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p: 202-367-1111 | f: 202-367-2111 | e: bisa@BISAnet.org