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2018 Annual Convention Speakers & Education




Wednesday, March 7

1:00 PM - 2:45 PM Compliance Officer Peer Group Discussion

  • Designed for compliance officers to dive deep into regulatory and compliance topics, this interactive session will be moderated by BISA Regulatory & Compliance Education Committee and industry consultants.

Room 317


3:00 PM - 4:45 PM Welcome & Opening General Session

  • Keynote: Connie Podesta, Speaker and Author: StandOut Leadership... Lead Like You Mean It!

Great Hall 5


5:00 PM - 6:00 PM General Session

  • Mike Sha, Co-Founder and CEO, SigFig Wealth Management: The Death of "Roboadvice" and The Birth of Digital Wealth Management

Great Hall 5


Thursday, March 8

8:00 AM - 8:30 AM Product Showcase

  • The Power of the Participation Rate
    Presentation by Tom Hamilton, Director - National Sales, Eagle Life Insurance Company

Great Hall 3/4 (Booth 309)


8:30 AM - 10:00 AM Awards Ceremony & General Session

  • Keynote, sponsored by First Trust Portfolios: Jim Bowen, CEO, First Trust: Truth for the Taking

Great Hall 5


10:15 AM - 11:00 AM Concurrent Sessions

  • Advancing What's Next

Regency 2

Speakers: Britt WoodsCetera Financial Services; Merry Dooley, Columbia BankDeena Espinosa, Regions Bank; Dan Cvercko, Farmers National Bank

  • Independent Practice Acquisition

Atlantic 3

Speakers: Scott Stathis, Stathis Partners, LLC; Arthur Osman, LPL Financial; Frank DragoCitizens Securities Inc; Kevin Beard, Atria Wealth SolutionsJeffrey ThatcherVisions Investment Services

  • Leading Compensation Practices in the DoL Transition Year

Atlantic 1

Speaker: Peter Bielan, Kehrer Bielan Research & Consulting

  • Senior Clients – Having the Hard Conversations

Atlantic 2

Speaker: Kathleen Johnson, BNY Mellon's Pershing 


11:15 AM - 12:00 PM Concurrent Sessions

  • Optimizing Advisor Territory/Book Sizes

Atlantic 3

Speakers: Peter Bielan, Kehrer Bielan Research & ConsultingJohn Olerio, Webster Investment ServicesArthur Osman, LPL Financial

  • Personal Alpha: It's About More Assets, Not More Clients

Atlantic 2

Speaker: Chris Mee, Incapital, LLC

  • Preserving Dignity & Independence

Atlantic 1

Speaker: Joshua Lee HenryJBC Companies

  • RockStar Reinvention: Adapting to a Changing World

Regency 2

Speaker: Brian Vander Ark


12:00 PM - 1:30 AM Product Showcases

  • 12:00 PM – 12:30 PM
    10 Retirement Insights
    Presentation by Stephen Rathford, Corporate Vice President, New York Life
  • 12:30 PM – 1:00 PM 
    Reduce, Retire, Relax: Cut the Risks and Enjoy the Retirement You Envision
    Presentation by Tom Corner, AVP, Relationship Management, Symetra Life Insurance Co
  • 1:00 PM – 1:30 PM
    Are You A Trend Setter? Instead of Following the Trend, Be the Person to Define the Trend!
    Presentation by Maree Moscati, CEO, Copytalk, LLC and Keena Pettijohn, Enterprise New Business Development, Copytalk, LLC

Great Hall 3/4 (Booth 309)


1:30 PM - 2:15 PM Concurrent Sessions

  • Best Practices for Retail Non-Deposit Investment Programs

Atlantic 1

Speakers: Louis Dempsey, Renaissance Regulatory Services, Inc; Ben Marzouk, Eversheds Sutherland; David W. Porteous, Faegre Baker Daniels LLP

  • "Hal has finally arrived" – it's Man vs Machine

Atlantic 2

Speaker: Wayne Cutler, Novantas

  • How to Attract and Retain Next Generation Talent – Insights from some of our Rising Stars

Regency 2

Speaker: Jacinda NorvellSunTrust

  • Planning 101: A Financial Plan that Does Not Include Life Insurance is Just an Investment Plan

Atlantic 3

Speakers: Dale Niemi, BancWest Investment ServicesKevin Hughes, MoneyGuideProTim Kehrer, Kehrer Bielan Research & ConsultingRobert MittelPrudential Life Insurance Company


2:30 PM - 3:15 PM Concurrent Sessions

  • 2018 Compliance Retail Sales Practice Challenges

Atlantic 1

Speakers: Noel I. Bishop, Dickinson Wright; Francois Cooke, ACA Compliance; Louis Dempsey, Renaissance Regulatory Services, Inc.

  • Beyond the Campfire

Atlantic 2

Speaker: Mark R. Butler, Cetera Financial InstitutionsChip Kispert, Beacon Strategies, LLC

  • How Banks Are Taking the Next Steps to Evolve Digital Strategy

Atlantic 3

Speakers: Gary Gallagher, Fidelity Investments; William Trout, Celent; Peter Fishman, Citizens Bank Wealth Management; Ginger KellyFifth Third Securities

  • Increasing Productivity through an Omni-Channel Solution

Regency 2

Speaker: Nate Isaacson, Guardian Life


3:30 PM - 4:30 PM General Session, sponsored by Nationwide: Dale Earnhardt Jr.

Great Hall 5


Friday, March 9

9:00 AM - 11:00 AM Peer Group Discussions

  • Designed for program heads and managers to provide an opportunity to dive deep into relevant and pressing industry topics, these sessions are interactive and will be moderated by BISA Board members and industry consultants. RSVP for a Peer Group Discussion here.

Discussion topics and facilitators:

  • Bank-Owned Broker Dealer: Wayne Cutler, Executive Vice President, Novantas; Mike Miroballi, President, Huntington Investment Company; R. Tabb Evans III, Senior Managing Director, National Sales Manager, BB&T Investments


  • CFO/COO: Bob Corsarie, Regional Investment Manager, Fifth Third Securities; Ken Kehrer, Principal, Kehrer Bielan Research & Consulting LLC
  • Room 303

  • Credit Union: Scott Stathis, Managing Partner, Stathis Partners;Kevin Mummau, Executive Vice President, Program Development, CUSO Financial Services, LP;Rob Comfort, President, CUNA Brokerage Services

Atlantic 3

  • TPM Client Bank: Peter Bielan, Principal, Kehrer Bielan Research & Consulting LLC; Vance Richard, Sr. V.P., Program Manager, Iberia Financial Services, LLC

Atlantic 2



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2018 BISA Annual Convention

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