February 28

March 1

March 2

March 3

Day 1 - Morning

Day 2 - Morning

Day 3 - Morning

Day 4 - Morning

Day 1 - Afternoon

Day 2 - Afternoon

Day 3 - Afternoon

Day 4 - Afternoon

Day 1 - Evening

Day 2 - Evening

Day 3 - Evening

Day 1 — Morning

10:00 — 5:00

WELCOME DESK OPEN

Day 1 — Afternoon

4:00 — 5:15

ADVISORY BOARD MEETING

Day 1 — Evening

5:30 — 7:00

EARLY BIRD RECEPTION

7:30

BOARD & ADVISORY BOARD DINNER

Day 2 — Morning

AM

GOLF & TENNIS

9:00 — 1:00

BOARD MEETING

Day 2 — Afternoon

Noon

EXHIBITOR SET-UP

Noon — 7:00

REGISTRATION

Noon — 5:00

NETWORKING IN REGISTRATION AREA

3:30 — 5:00

OPENING GENERAL SESSION

3:30 — 4:00

"INDUSTRY SNAPSHOT"
BISA will provide a quick overview of how our industry is performing and positioned in this tumultuous market environment based on our various research programs and input from individual members. This information can help you see how your program and efforts stack up with others across the industry.

4:00 — 5:00

KEYNOTE SPEAKER
Dr. Kevin Elko, nationally renowned Performance Consultant, Professional Motivational Speaker and Author.
There is perhaps no better person to be our keynote speaker in today's environment than Dr. Kevin Elko. Dr. Elko will discuss the strategy necessary to develop Nerves of Steel and explain the importance of intrinsic motivation and how to keep those motivators in front of you at all times. Dr. Elko also addresses how to focus using specific self-talk, how to identify your internal Voice of Judgment (V.O.J.) and how to internally respond to it. Perhaps most important, he will discuss developing the ability to focus through adversity, be creative, and maintain motivation, all factors that are referred to as having "Nerves of Steel."

Day 2 — Evening

5:00 — 7:00

RECEPTION IN EXHIBIT HALL

Day 3 — Morning

7:00 — 8:30

BREAKFAST IN EXHIBIT HALL

8:30 — 10:15

GENERAL SESSION

8:30 — 8:45

WELCOME PROGRAM OVERVIEW

8:45 — 9:30

KEYNOTE SPEAKER
Dr. Richard Marston, Professor of Finance and Director of the Weiss Center for International Research at the Wharton School of Business, University of Pennsylvania
"The New Economic Day"

Dr. Marston will provide his insightful perspective on the world economic environment including what got us where we are, where things are likely headed, and the implications for investors and investment programs. Sponsored by LFG

9:30 — 10:15

KEYNOTE SPEAKER
Richard Brueckner, CEO Pershing; Sr. EVP Bank of New York; Director, FINRA. (INVITED SPEAKER)
"The New Industry Day"

Mr. Brueckner will discuss recent and impending changes in the U.S. Financial Services Industry, their potential impact on our businesses and how firms might best adapt to the new industry environment. He brings a uniquely broad perspective based on his positions as a Senior Officer of BNY, the CEO of Pershing and the most senior industry official in FINRA.

10:15 — 10:45

Break in Exhibit Hall

10:45 — Noon

LEGISLATIVE, REGULATORY & COMPLIANCE UPDATE
John Hartigan, Morgan Lewis

Day 3 — Afternoon

Noon — 1:30

AWARDS LUNCH
Presentation of BISA's 2008 Awards of Excellence including:
Executive of the Year
Program of the Year
Raiken-Sender Lifetime Achievement

1:45 — 2:45

CONCURRENT TRACK SESSIONS
BISA will provide five different topical tracks based on the input from our members. Select the topic in each time slot that is of most interest to you. Or better yet, bring a team from your organization so you can cover multiple topics in each period

2:45 — 3:00

Break

3:00 — 4:00

CONCURRENT TRACK SESSIONS

4:00 — 4:15

Break

4:15 — 5:15

GENERAL SESSION
Marlene Lund, Expert on Senior Health Issues,Medicare, Medicaid, LTC
"The Elephant in the Room"
This will be a very enlightening session that debunks the myth that if you have LTC and Medicare, your retirement health needs are covered. Marlene will explain the numerous and ominous holes in government and private health plans and how they match up against common senior needs. Participants will see the potential impact on retiree savings requirements and planning needs. (Marlene has been a very impactful speaker at the 2008 Financial Advisor Workshops.)

Day 3 — Evening

5:15 — 7:00

RECEPTION IN EXHIBIT HALL

Day 4 — Morning

7:30 — 9:00

BREAKFAST IN EXHIBIT HALL

8:00 — 8:45

TOPIC TABLE DISCUSSIONS IN EXHIBIT HALL
Discussion topics will include Wealth Management, Client Retention, Retirement Market, Rep Retention, Rep Recruiting, LIfe Insurance, Long-term Care Insurance, and Client Product Sales.

9:15

EXHIBIT AREA CLOSED

9:00 — 11:45

INTENSIVE TRAINING FOR INTENSE TIMES
Turbulent times can offer critical "game changing" opportunities! This morning will be intensive training for "bank" executives to learn how you cannot just maintain, but grow a profitable business—even in the most challenging of economic environments.

Join industry leaders for a tightly packed series of intensive, interactive sessions to help you focus on the areas and activities you can control to drive your program's continuing success. Rob Comfort, President of Huntington Investment Services and Former BISA President, will "MC" this morning's program which will include:

Understanding Bank Program Integration From Both Sides
In today's environment, there is nervousness on the part of bank employees, financial advisors and consumers. This creates new opportunities but requires even greater coordination and trust between the bank and the investment program. Jordan Miller, President and CEO, Fifth Third Bank of Central Ohio, will bring his experience as a former broker dealer president and now president of a large regional bank to discuss the issues of effective program integration including how to reconcile the needs and expectations of all bank and investment/insurance program constituencies.

Controlling Your Own Destiny
In addition to the economy, we must deal with a rapidly changing industry environment and often significant issues within our own firms. The successful leaders manage what they can control to allow them to deal with what they can't. This will be a panel discussion among executives from a number of successful programs. They will share their keys to success—particularly where and how they have focused their efforts in this environment to maintain a high level of morale, productivity and client satisfaction.

Up Close And Personal With The BISA Awards of Excellence Winners
This is an opportunity for in depth dialog with the winners of the BISA 2008 Executive and Programs of the Year Awards. Through an open ended question and answer session, you can explore how they succeed and what aspects of their success you could apply to your own business. Delve into areas such as leadership techniques to maintain advisor morale, focus and productivity; product and service mix to meet current customer needs and anxiety; and organizational structure and interface to assure a unified front and sustained profitability across the enterprise.

At the end of this morning, you should have new ideas, information and insights you can apply when you return home to help raise your program to the next level no matter what the outside environment brings.

11:45 — 1:00

PEER-TO-PEER LUNCH

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