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2018 Annual Convention Speakers & Education




Thank you to all attendees, exhibitors, sponsors, and speakers who helped make the BISA 2018 Annual Convention a success!
Event pages will be available for you to reference until the end of March. 


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

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

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

Atlantic 3

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

Atlantic 2

Speaker: Chris Mee, Incapital, LLC

Atlantic 1

Speaker: Wes JacksonJBC Companies

  • RockStar Reinvention: Adapting to a Changing World

Regency 2

Speaker: Brian Vander Ark


12:00 PM - 1:30 AM Product Showcases

Great Hall 3/4 (Booth 309)


1:30 PM - 2:15 PM Concurrent Sessions

Atlantic 1

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

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

Atlantic 1

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

  • Beyond the Campfire

Atlantic 2

Speaker: Marc Butler, BNY Mellon | AlbridgeChip Kispert, Beacon Strategies, LLC

Atlantic 3

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

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 UnionScott 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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