SATURDAY, SEPTEMBER 6

Morning

GOLF AND TENNIS (Individual's Option)

5:30 — 7:00 PM

EARLY BIRD RECEPTION

7:00 PM

BOARD DINNER

SUNDAY, SEPTEMBER 7

Morning

GOLF AND TENNIS (Individual's Option)

9:00 AM — 1:00 PM

BOARD MEETING

12:00 — 7:00 PM

REGISTRATION

2:00 — 3:00 PM

KEYNOTE: Rob Shore
Becoming Memorable in a Crowded Market
Keynote Speaker Rob Shore, nationally acclaimed speaker, Marketing/sales consultant and coach, will explain how you can increase the MQ — "Memorability Quotient" — of your program and advisors.


Sponsored by BISA Leadership Member Genworth Financial

3:00 — 3:30 PM

NETWORKING BREAK (Refeshments in Registration Lobby)

3:30 — 5:00 PM

PROGRAM PROFILES
A unique opportunity to hear directly from the management of very successful community and regional based programs including 2007 BISA Programs of the Year First Citizens Bank & Trust and Pennsylvania State Employees Credit Union.

4:00 — 5:00 PM

LEADERSHIP & BOARD MEETING By Invitation

5:00 — 7:00 PM

OPENING RECEPTION

MONDAY, SEPTEMBER 8

7:00 — 8:30 AM

BREAKFAST Full Breakfast in Exhibit Area

8:30 — 8:45 AM

OPENING Welcome and Program Overview

8:45 — 9:30 AM

KEYNOTE Roxanne Emmerich
"No More Silos: What REALLY Works to Create Profit-Rich Growth Synergies between Investments and Banking"
Roxanne Emmerich, author of Profit-Growth Banking and Profit-Rich Sales, shows you an iron-clad plan to bring down the silos and accomplish what you intended to do all along — grow your business with more ease and increased profit.

9:30 — 10:30 AM

BENCHMARKING YOUR PROGRAM
What you need to know about the interdependence and interaction of investment and insurance programs with the traditional core of the bank. Do more services help attract and retain high value customers-or split a limited pie more and more finely? How do you know when the increased effort is paying off for the institution?
Speaker: Kevin Mummau, CUSO Financial Services

10:30 — 10:45 AM

BREAK

10:45 — 11:30 AM

Regulatory & Compliance Update General Session
John Hartigan, BISA's General Counsel, will discuss key points and issues that Program, Sales and Compliance Managers need to address now.

11:30 — 12:15 PM

REP PANEL
Your opportunity to hear first-hand about the moves, adjustments, projects and investments these reps have made to work more effectively with their clients and within their institutions in order to succeed this challenging year.
Speaker: Marc Pearl, First Northern Bank
Moderator: Cynthia Pollard, Gateway Services Group, LLC

12:15 — 1:45 PM

"Topic Table" LUNCH
Lunch will feature "Topic Table" discussions, where hosts will lead discussions on the topics listed below. Participants are encouraged to join a "Topic Table" and share their experiences and solutions. Please review the "Topics" and submit those that interest you most on your Registration Form.

2:00 — 5:00 PM

BREAKOUT SESSIONS
In four concurrent track sessions, experts will share indepth experience and expertise and lead focused discussions among all participants. It's an opportunity for your team to split up and cover it all!

5:00 — 7:00 PM

RECEPTION

TUESDAY, SEPTEMBER 9

7:30 — 9:00 AM

BREAKFAST Full Breakfast in Exhibit Area

9:00 — 9:30 AM

BISA PRESIDENT'S REMARKS, State of the Industry
John Vaughan, BISA President, provides a brief overview of the current industry performance and trends, based on BISA's 2008 Trends Report. Compare your institution to the rest of the industry and see how using this report can help you prepare for your 2009 budget and planning process.

9:30 — 10:30 AM

KEYNOTE ROD SMYTH
"Connecting the Dots to Help Your Clients Through Challenging and Changing Environments"
Rod Smyth is the Founding Partner and Chief Investment Strategist for RiverFront Investment Group. Prior to launching RiverFront in 2008, he was Wachovia Securities Chief Investment Strategist and has over 25 years of global investment experience. He is a nationally known market commentator, and is widely quoted in the media and appears frequently on CNBC, PBS and Bloomberg.

10:30 — 11:30 AM

PEER GROUP WRAP-UP DISCUSSIONS

11:30 AM

GETAWAY LUNCH

NOON

BISA-NACUSO CREDIT UNION ROUNDTABLE
Program Agenda