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2015 BISA Annual Convention Schedule



We hope you enjoyed the 2015 Annual Convention.  Session presentations are available on the mobile app for those that are available.

To view session descriptions and speaker biographies, simply click on the orange titles.


Tuesday, March 3

 6:00 PM - 7:00 PM    Early Bird Cocktail Reception

  Cafe Patio    

Wednesday, March 4

12:00 PM - 2:00 PM    BISA Board of Directors Meeting 

   Room 303                                 

12:00 PM - 4:00 PM    Chief Compliance and Risk Officer Summit (*By Invitation Only*) 

   Room:  305

2:30 PM - 3:30 PM      BISA Leadership Advisory Board Meeting

   Diplomat 3

1:45 PM - 2:45 PM      CE Sessions 

3:00 PM - 4:00 PM      CE Sessions

4:00 PM - 5:45 PM      Opening General Session

   Great Hall 5&6

5:45 PM - 7:15 PM      Exhibit Hall Opening and Networking Cocktail Reception

   Great Hall 3&4


Thursday, March 5

7:30 AM - 8:30 AM      Breakfast in the Exhibit Hall sponsored by DTCC

   Great Hall 3&4

8:30 AM - 10:30 AM    General Sessions

  Great Hall 5&6

10:45 AM - 11:30 AM  Concurrent Sessions 

  • "2015 FINRA and SEC Exam Priorities" 

    Diplomat 5

    RCAB Participating Firms:  ACA Compliance Group, Mallon & Johnson, PepperHamilton, Renaissance Regulatory Services

    Regulatory and Compliance Committee Representative:  Nancy Johnson Jones, Vice President and Chief Compliance Officer, BOSC, Inc.                                        

11:45 AM - 12:30 PM  Concurrent Sessions

  • "Best Practices from Your Peers and Structured Product Manufacturers"

    Diplomat 3
    Moderator:  Tim Bonacci, Co-Founder, President and CEO, CD Funding
                     Bob Cole, Senior Vice President and Manager of Retail Brokerage, Bank of Oklahoma
                     Todd Dilatush, Director, EFS Solutions Sales in the Americas, Barclays
                     Brandon Igyarto, Executive Director and Head of U.S. Third Party Retail Distribution,
                                             Structured Investments Team, J.P. Morgan Securities, LLC

                     Scott Kerbel, Managing Director and Head of US Retail Structured Products, HSBC Bank
                     Kate Meissner, Vice President and Product Manager, M&T Securities, Inc.

  • "Fly Fishing Techniques for Sales Management"

    Diplomat 1
    Moderator:  Wayne Cutler, Managing Director, Novantas, Inc
                      David Giancola, Director, National Investment Channel Strategy, Bank of America Merrill Lynch 
                     Thomas Hall, Executive Vice President of Wealth Management, Seacoast Wealth Management
                     Marc Vosen, President and CEO, Key Investment Services

  • "What Really Matters in Incentive Plan Design?"

    Diplomat 2
    Peter Bielan, Principal, Kehrer Bielan Research & Consulting

12:00 PM - 1:45 PM    Buffet Lunch in the Exhibit Hall

   Great Hall 3&4

1:45 PM - 2:30 PM      Concurrent Sessions 

  • "The Communication Behaviors of Highly Effective Financial Advisors"

    Diplomat 1
    James Buro, Wall Street Speaking
  • "Enhancing Client Service with Sales Assistants and Associate Advisors"

    Diplomat 2

    Moderator:  Catherine Bonneau, CEO and President, Cetera Investment Services
                     Nicholas S. Bellino, Managing Director and Program Manager, F.N.B. Wealth Management               
                     Peter Bielan, Principal, Kehrer Bielan Research & Consulting
    ​Kenneth G. Rase, Vice President of Wealth Management, Achieva Wealth Advisors

  • "Retirement Income Strategies within Bank Programs"

    Diplomat 4

    Moderator:  Michael P. Cogswell, Senior Vice President and Product Manager of Retirement Solutions, PIMCO
                    Steven Becker, Vice President of Business Development, Annuity Services, Principal                
                                            Financial Group
                    Gregg DiGeronimo, National Sales Manager, Key Investment Services
                    Brian Lewis, Senior Vice President of Strategic Partnerships and Director of the Fund
                                      Strategist Network, Envestnet
                    Donna L. McNeely, Senior Vice President, Investment & Insurance Services, Premier
                                                 America Credit Union
  • "Help Grow your Business through Workforce Diversity"

    Diplomat 3

    Moderator:  David Giertz, President of NFS Distributors, Inc., Nationwide
                     Amanda Smith, Senior Vice President and Head of Marketing, National Financial, a
                                            Fidelity Investments Company

    Leah R. Wehinger, Senior Vice President, Private Wealth Management, SunTrust Bank   

2:45 PM - 3:30 PM     Concurrent Sessions

​3:45 PM - 4:30 PM      Concurrent Sessions 

4:30 PM - 6:00 PM      Networking Reception in the Exhibit Hall

   Great Hall 3&4 

7:30 PM - 9:30 PM      Havana Nights Dinner Reception

   Great Hall Foyer 5&6    

9:30 PM - 11:30 PM    Late Night Reception sponsored by Prudential

   Infinity Pool Deck 

Friday, March 6

8:00 AM - 9:00 AM    Breakfast in the Exhibit Hall

  Great Hall 3&4 

9:00 AM - 11:00 AM  General Session

  Great Hall 5&6

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