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2017 Annual Convention Education

 

 

The BISA Annual Convention is the industry's premier event designed to bring together bank insurance and investment professionals nationwide to experience four-days of exclusive networking opportunities and success-driven education. This year's convention theme is "Shifting the Lens - Reshape Your Thinking, Transform the Industry." Leave this meeting equipped with key business strategies and best practices that you can implement immediately within your organizations.

 

Wednesday, March 8

3:00 PM - 4:00 PM Continuing Education Session

Room 317

Speaker: Brian Boulerice, Senior Vice President, FS Investments

Approved Credit: 1.0 CE for IMCA and CFP

Room 319

Speaker: Nathan Lew, Director, Advanced Markets, AXA Distributors

Approved Credit: 1.0 CFP, CIMA, CLU/ChFC (PACE), CPE/CPA, and Insurance in all states except TX, MA, and AK. 

Room 314

Speaker: Chuck DiVencenzo, JD, CRPC, VP, Advanced Markets, Allianz Life

Approved Credit: 1.0 Insurance, CFP, CIMA, CLU, ChFC, CPE (CPA), CRPC, and CRPS. 

Room 312

Speaker: Stephen Rathford, Associate, New York Life 

Approved Credit:1.0 CFP Board, CLU/ChFC, CPE/CPA, TX CPA, and for Life&Health credit in all states with the exceptions of ME and TX.

  4:30 PM - 6:00 PM BISA Welcome & Opening General Session

Great Hall

Keynote Speaker: Ron Insana, CNBC and MSNBC Contributor

                  

Thursday, March 9

7:30 AM - 8:30 AM Product Showcase

  • The 2017 BISA Annual Convention will feature a Product Showcase, designed to provide Leadership Members with an exclusive opportunity to introduce new products, research and best practices. Taking place Thursday, March 9 in the Exhibit Hall, the Showcase will be highly visible to all attendees, offering a space to showcase the best and brightest ideas, all in one place. Please visit booth 83 in the Great Hall for more information. 
  • You’re Hired! – Growing Your Business and Acquiring More Clients with a Clearly-Defined Purpose Brand

    Great Hall (Booth 83)

    Speaker: Simeon R. Hernandez III, CLTC, CRPC; SVP, Head of Retirement Business Development; Global Atlantic Financial Company

  • Five Ways to Discuss and Customize a Client’s Long Term Care Plan

    Great Hall (Booth 83)

    Speaker: Roberta Eckert, Vice President, Nationwide Retirement Institute, Nationwide

9:00 AM - 10:00 AM General Session

Great Hall

Keynote Speaker: C. Richard Weylman         

10:15 AM - 11:15 AM Concurrent Sessions

Regency 2

Moderator: Arthur Osman, Executive Vice President, LPL Financial 

Panelists: John Olerio, Senior Vice President, Webster Bank; Scott Stathis, Co-Founder and Managing Partner, Stathis Partners, LLC

Diplomat 1

Moderator: Martin K. Powell, Vice President, Senior Account Manager, Lincoln Financial Distributors, Inc. 

Panelists: Liz Mellor, Senior Talent Acquisition Leader, Capital One Bank; Jacinda Norvell, National Sales Manager, SunTrust; Melissa Finocchio, Senior Recruiter, U.S. Bank

Diplomat 3

Moderator: Lori S. Nugent, Shareholder, Greenberg Traurig

Panelists: Sean Donahue, Senior Principal Consultant, ACA Aponix; Kevin Larson, Chief Compliance Officer, Cetera Financial Institutions

Diplomat 2

Moderator: Peter Bielan, Principal, Kehrer Bielan Research & Consulting

 Panelists: Rhomes Aur, CEO, FTB Advisors (First Tennessee Bank); Tim Kehrer, Senior Research Analyst, Kehrer Bielan Research & Consulting; LeAnn Rummel, President, Cetera Financial Institutions

Regency 1

Speaker: Tony Cole, CEO of Anthony Cole Training Group

 

11:30 AM - 12:30 PM Product Showcase

  • The 2017 BISA Annual Convention will feature a Product Showcase, designed to provide Leadership Members with an exclusive opportunity to introduce new products, research and best practices. Taking place Thursday, March 9 in the Exhibit Hall, the Showcase will be highly visible to all attendees, offering a space to showcase the best and brightest ideas, all in one place. Please visit Great Hall (Booth 83).
  • The Human Element: Using Interactive Marketing to Drive Sales

    Great Hall (Booth 83)

    Speaker: Keith Pinkley, VP Sales Manager, Financial Institutions, Athene USA

    The Advisory FIA – An Essential Post-DOL Retirement Solution

    Great Hall (Booth 83)

    Speaker: Rich LaVoice, Executive Vice President, Retirement Sales & Distribution, Symetra Life Insurance Company; Wes Severin, Vice President of National Sales, Symetra Life Insurance Company

1:00 PM - 2:00 PM Concurrent Sessions

Diplomat 2

Moderator: Robert J Mittel, Vice President - Digital Life Sales, Prudential Life Insurance

Panelists: Dawn Goldbacher, Vice President, National Account Executive, Prudential; Wes Jackson, Business Development Consultant, Cetera Financial Institutions; Stephanie Roy, Director of Insights, Insurance, Mintel 

Regency 2

Moderator: Peter Bielan, Principal, Kehrer Bielan Research & Consulting

Panelists:David Blitter, CFP, Director of Sales, Arvest Wealth Management; Gary Marousek, CCO, Key Investment Services; Alex Null, CFP, Senior Vice President, SunTrust Private Wealth Management; Arthur Osman, Executive Vice President, LPL Financial 

Diplomat 3

Moderator: Jeffrey S. Holik, Shareholder, Shulman Rogers

Panelists: Francois Cooke, Managing Director, ACA Compliance Group; James “Jim” Downing, Chief Compliance Officer, BMO Harris Financial Advisors; Ben Marzouk, Associate, Sutherland Asbill & Brennan LLP

Diplomat 1

Moderator: Dr. Betty Moon, Sr. Principal and Financial Services Industry Value Expert, SAP Americas

Panelists: Bruce Hagemann, CEO and Executive Director, BBVA Securities, Inc.; Veronica Rink, SVP Projects and Transformation, BBVA Securities; David Dal Pos, Director, Capital Markets, Accenture; Toan Huynh, Managing Director, Accenture

Regency 1

Speaker: Kevin Larson, Chief Compliance Officer, Cetera Financial Institutions

 

2:15 PM - 3:00 PM Concurrent Sessions

Regency 2

Moderator: Wayne Cutler, EVP, Novantas

Panelists: Rhomes Aur, CEO, FTB Advisors (First Tennessee Bank); Tom Mudlaff, SVP – Capital One Investing; Vance A. Richard, Senior Vice President, Program Manager, Iberia Financial Services, LLC

Diplomat 3

Moderator: Scott Dixon, Chief Operating Officer, Senior Partner, Red Rock Strategic Partners

Panelists: John Geraghty, EVP Chief Fiduciary Officer and Managing Director of Wealth and Financial Planning, SunTrust; Lori Hardwick, Financial Services Industry Advocate; John Taylor Rhett, III, Chairman, Senior Managing Partner, Red Rock Strategic Partners

Diplomat 1

Moderator: Anna D’Amico, Director, Pershing, a BNY Mellon company

Panelists: Tim Foley, Managing Director and Head, Technology Product Management, Pershing, a BNY Mellon company; Curt Olson, Head of Institutional Sales, PIEtech, Inc., creator of MoneyGuidePro®; Simon Roy, President, Jemstep

Diplomat 2

Moderator: Paul A. Werlin, President, Human Capital Resources, Inc.

Panelists: Peter Bielan, Principal, Kehrer Bielan Research & Consulting; Bob Carr, Managing Director, Central Trust Bank; Timothy V. Coleman, Senior VP, Director, Centier Financial Partners; Patricia Wood, COO, Navy Federal Financial Group

            Regency 1

            Speaker: Roberta Eckert, Vice President, Nationwide Retirement Institute, Nationwide
 
3:15 PM - 4:30 PM General Session

Great Hall

Keynote Speaker: Alex Ross, Author & Former Senior Advisor for Innovation at the State Department

Friday, March 10

9:15 AM - 10:15 AM General Session

            Great Hall

            Keynote Speaker: Molly Fletcher, CEO, Author, & Entrepreneur

            Sponsored by: Nationwide ®

10:15 AM - 11:00 AM Keynote Session

           Great Hall

           Keynote Speaker: Brian Wesbury, Chief Economist, First Trust Portfolios L.P

           Sponsored by: First Trust Portfolios L.P

11:00 AM - 1:00 PM Peer Group Breakout Sessions

  • Attend the 2017 BISA Annual Convention and experience a new education opportunity, peer group break sessions. These sessions are intended for program heads and program managers to take a deep dive into relevant and pressing industry topics. Peer group sessions will be highly interactive and will be led by BISA Board of Directors members and industry consultants. RSVP for the peer group breakouts, which include lunch, click here or breakout session names below.

          Bank Owned Broker Dealer Peer Group

Diplomat 1

Facilitators: Rhomes Aur, CEO, FTB Advisors (First Tennessee Bank); Sam Guerrieri, CEO, M&T Securities, Inc; Wayne Cutler, EVP, Novantas

TPM Client Bank/Credit Union Peer Group

Diplomat 2

Facilitators: Tony Cole, CEO, Anthony Cole Training Group; Dan Overbey, Managing Director, Atlantic Capital Advisors; Vance Richard, SVP Program Director, Iberia Financial Services; Scott Stathis, Managing Partner, Stathis Partners

  • The Compliance Officer Peer Group breakout session is intended for compliance officers and legal counsels to take a deep dive into regulatory and compliance issues. Peer group sessions will be highly interactive and will be led by the Regulatory and Compliance Education Committee. RSVP for this peer group breakout, which include lunch, click here or breakout session name below.

          Compliance Officer Peer Group

Regency 1

11:00 AM - 4:00 PM Peer Group Breakout Session

  • The CFO/COO Peer Group is a great opportunity for finance, operations or chief administrative executives to deepen their understanding of the business. Participating in a focused discussion of shared issues with their peers will enhance the value of attendance at the Convention and their contribution to their firms.

CFO/COO Peer Group

Diplomat 3

Facilitators: Kehrer Bielan Research & Consulting; Chris Radzom, SVP Chief Operating Officer, Commerce Brokerage Services

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2018 BISA Annual Convention

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