2008 BISA Annual Convention PDF Presentations

For your convenience and reference, we have included several BISA presentations from our Annual Convention.

Bonus Session:

• Tearing Down the Walls! A panel discussion on how firms place the client first — not internal silos and politics
• Eric B. Housman, BB&T
• Matthew J. Sligh, Morgan Keegan & Co., Inc.

Peer Case Studies:

• Bank Case Study: Compass Brokerage — Growing the Numbers in a Time of Change
• Scott Beshany and Bruce Hagemann, Compass Brokerage, Inc.

Split General Sessions:

• Business Building — Acquisitions to Build Your Business: Insurance Agency and/or RIA Acquisitions — How do you make them work? Which to do when and synergies with the retail bank, wealth management, and the private bank. How to capitalize and prepare operationally to maximize value of an agency acquisition.
• Paul Lally, Gladstone Associates, LLC
  Kel Plasket, Marsh Berry
  Jim Quinlan, Beneficial Savings Bank

Track Sessions: 2:00 — 3:20

• Track B: Wealth Management — What it takes to get Bank Wealth Management Business Models to Execute
• Tom Kane, Investment Program Solutions, LLC
  Catherine Bonneau, PrimeVest Financial Services, Inc.
  William Butcher, Natixis Global Associates
  Tom MacDonald, National Bank and Trust
  Amanda Schmutte, Fifth Third Bank

• Track D: Insurance Challenges — Simple vs. Appropriate
• Craig Simms, VantisLife Insurance Company
  Jane ellen Porter, People's Securities
  Gifty Cobbinah, People's United Bank

• Track E: Capitalizing on the Retirement Market — Advisor Attitudes about Retirement Marketing
• Denny Taylor, TFS Training & Consulting, Inc.
  Heywood Sloane, BISA

Track Sessions: 3:40 — 5:00

• Track C: Technology Applications — VA Automation
• Danielle Gordon, Pershing LLC
• Kim Holweger, PrimeVest Financial Services
• Troy Huth, National City Insurance Group, Inc.

• Track E: Capitalizing on the Retirement Market — Addressing the Retirement Market: Tactics to execute on the front line
• Kevin Seibert, International Foundation for Retirement Education
• Mark Staples, Wachovia Securities Inc.
• Noah Zecher, Compass Brokerage Inc.