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2016 BISA Annual Convention Educational Program

 

 

 

 

Wednesday, March 16

12:00 PM - 4:00 PM Compliance Officer Roundtable

Diplomat Room 305

1:45 PM - 2:45 PM   CE Sessions

Diplomat Room 312

          Stefne Lynch, Director of Key Accounts, MassMutual Strategic Distribution Partners

          Approved Credits: 2.0 CFP, CPE (CPA), CLU, ChFC, Insurance in all states

 

Diplomat Room 213

          Michael P. Cogswell, Senior Vice President, PIMCO

          Approved Credits: 1.0 CFP, CPE (CPA), CIMA 


 3:00 PM - 4:00 PM   CE Sessions

Diplomat Room 312

          Stefne Lynch, Director of Key Accounts, MassMutual Financial Group 

 

Diplomat Room 313

          Aimee Lynn Johnson, Women's Program Manager, Allianz Life

          Approved Credits: 1.0 CFP, CIMA, CLU/ChFC, CPE (CPA), Insurance in all states except AK, AR, DC, MA, NM, and WA

 

          Atlantic 1

Natalie Cooper, Director, New York Life MainStay Investments    

          Approved Credits: 1.0 CFP, CPA/CPE, TX-CPA/CPE, CIMA, PACE/CLU/ChFC

 

          Atlantic 2

Timothy O'Mara, Vice President, Nationwide Financial Retirement Institute, Nationwide

          Approved Credits: 1.0 CFP Board, CIMA, CLU/ChFC (PACE), CPE/CPA (NASBA Registry), CRPC, CRPS, HRCI, Insurance (all states)

 

 4:30 PM - 6:00 PM   ‚ÄčKeynote Speaker

          Great Hall 1/2

Peyton Manning

          Sponsored by Nationwide

                   

Thursday, March 17   

8:00 AM - 8:30 AM    Product Showcase

The 2016 BISA Annual Convention will feature a New Product Showcase, designed to provide Leadership Members with an exclusive opportunity to introduce new products, research and best practices. Taking place Thursday, March 17 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. See the schedule below for more information and be sure to visit Booth 44.

Great Hall 3/4

Tim Bonacci, President & CEO, Navian Capital

 

8:30 AM - 9:00 AM    Product Showcase

Great Hall 3/4

Tracey Fraser, SVP Business Development Manager, Transamerica

 

9:00 AM - 9:45 AM    Keynote Speaker      

          Great Hall 1/2 

Dr. Quincy Krosby, Chief Market Strategist, Prudential Annuities

          Sponsored by Prudential Annuities

 

10:00 AM - 10:45 AM Keynote Speaker

Great Hall 1/2

Jack Brennan, Chairman Emeritus and Senior Advisor, The Vanguard Group

Sponsored by LPL Financial, LLP


11:00 AM - 11:45 AM Concurrent Sessions

          Regency 1 

Moderator: Jay Hummel, Senior Vice President, Envestnet, Inc. 

          Panelists: Noreen Phalon, Vice President, Head of Product Management, BMO Harris Financial Advisors

                         Will O'Reilly, Senior Vice President, Private Wealth Management, SunTrust Bank

                         Angie O'Leary, Head of Investment Products, Wealth Management, US Bancorp

                         Eric Preus, Managing Director, Envestnet, PMC

 

          Regency 2

Moderator: Paul DiBenedetto, President, M&T Securities 

Panelists: Frank Drago, President, Citizens Securities, Inc. 

               Dorothy Mitchel, Senior Vice President, Division Manager, US Bank

               Dale Niemi, President and CEO, Bank of the West

               Catherine Bonneau, President and CEO, Cetera Investment Services

               Eric Hosie, Market Manager, M&T Securities

 

          Atlantic 2

Moderator: Jack Cramer, President, Cramer & Associates

Panelists: Venu Krishnamurthy, Head, Citigold Wealth Management

               Mike Miroballi, President, BMO Harris Financial Advisors

               Andrew Hahn, CFO, First Niagara Investment Services


          Atlantic 1 

Moderator: Rob Comfort, Executive Vice President, Institution Services Business Consulting, LPL Financial

          Panelists: Arthur Osman, Executive Vice President, Institution Services Business Consulting, LPL Financial

                         John Olerio, Senior Vice President, Webster Bank 

                         Peter Bielan, Principal, Kehrer Bielan Research & Consulting

 

                                 

          Atlantic 3

Moderator: Francois Cooke, Managing Director, ACA Compliance Group

Panelists: Jeff Holik, Shareholder, Shulman Rogers

               David Porteous, Partner, Faegre, Baker, Daniels

               Nancy Johnson-Jones, Chief Compliance Officer, BOK Financial 

 

11:55 AM - 12:40 PM Concurrent Sessions

          Atlantic 1 

Carol Jean Jochem, Insurance Program Manager, BMO Harris Bank

 

          Regency 2 

Frank McAleer, Jr., Director, Retirement Solutions, Raymond James

 

          Atlantic 2 

Tony Cole, CEO & President, Anthony Cole Training Group

 

          Regency 1 

Moderator: LeAnn Rummel, EVP National Sales Director, Cetera Investments

          Panelists: Rich LaVoice, Executive Vice President, Retirement Sales & Distribution, Symetra Life Insurance Company

                         Anne Dunne, Community Financial Institution Director, Cetera Investment Services

                         Brian Boulerice, Senior Vice President- Business Development, FSCapital Partners

          Sponsored by Symetra Financial 

 

11:55 AM - 1:00 PM Regulatory & Compliance Concurrent Session

          Atlantic 3 

Moderator: David Porteous, Partner, Faegre, Baker, Daniels

Panelists: Mark Smith, Partner, Sutherland, Asbill & Brennan

                Jeff Walter, Chief Compliance Officer, US Bancorp

               John Robbins, Chief Compliance Officer, Wealth and Institutional Services, M&T Bank

 

12:30 PM - 1:00 PM  Product Showcase

Great Hall 3/4

Timothy O'Mara, Senior Vice President, Nationwide Retirement Institute

 

1:00 PM - 1:30 PM    Product Showcase

Great Hall 3/4

Simeon Hernandez, Senior Vice President Head of Business Development, Forethought/Global Atlantic

 

1:30 PM - 2:00 PM    Product Showcase

Great Hall 3/4

Rich LaVoice, Executive Vice President, Symetra Life Insurance Company

 

2:10 PM - 3:10 PM    Concurrent Sessions 

          Regency 3

Moderator: Dr. Kenneth Kehrer, Principal, Kehrer Bielan Research & Consulting

          Panelist: Timothy Kehrer, Senior Research Analyst, Kehrer Bielan Research & Consulting

    Bruce Hagemann, CEO & Executive Director, BBVA Securities, Inc.

    Tom Mudlaff, Senior Vice President, Capital One Investing


          Atlantic 1 

Moderator: Wendy Schmidt, Relationship Manager, Pershing, A BNY Mellon Company

Panelists: Mike Miroballi, President, BMO Harris Financial Advisors, Inc. 

               Paul Hansen, Senior Vice President and Chief Compliance Officer, Key Investment Services, LLC. 

               John Berglowe, Vice President, Pershing, A BNY Mellon Company

                              

          Regency 2

Andrew Hamil, Senior Vice President - Wealth Planning & Personal Trust Engagement, Fidelity Investments

 

Regency 1 

Moderator: Robert J. Mittel, Vice President, Prudential 

Panelists: Chris Funk, National Relationship Manager, OneAmerica

     Craig Simms, Senior Vice President, Vantis Life Insurance

     Richard Hotham, Vice President, Liberty Mutual

 

Atlantic 2 

Moderator: Wayne Cutler, Managing Director, Novantas Inc

Panelists: Dan McCormack, Senior Vice President, Division Manager, U.S. Bancorp

               Dave Tateosian, President, First Republic Securities 

               Rhomes Aur, CEO, FTB Advisors

 

Atlantic 3

Kevin Larson, Chief Compliance Officer, Cetera Financial Institutions

Brett Bowers, Director, Midfirst Investment Services

 

3:20 PM - 4:20 PM   Concurrent Sessions

Regency 2 

Gary A. Weuve, Vice President - The Center for Advisor Excellence, The CUNA Mutual Group

 

Regency 1 

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

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

               Catherine Bonneau, President and CEO, Cetera Investment Services

 

Atlantic 2 

Moderator: Amanda Smith, Senior Vice President- Marketing, Fidelity Investments

Panelists: Mike Norton, Senior Vice President- Relationship Management, Fidelity Investments

     Geraldine Murphy, Vice President- Relationship Management, XTRAC Solutions, a Fidelity Investments Company

     Leah Wehinger, Senior Vice President- Private Wealth Management, SunTrust Bank

     Rhomes Aur, CEO, FTB Advisors

 

Atlantic 1 

Steven Rathford, Regional Vice President, New York Life MainStay Investments

 

Atlantic 3 

Moderator: George Sullivan, Shareholder, GreenbergTraurig

Panelists:  Louis Dempsey, President, Renaissance Regulatory Services

                Michael de Leon Hawthorne, Partner, Thompson Coburn

                Ben Marzouk, Associate, Sutherland, Asbill & Brennan

 

Friday, March 18

9:00 AM - 9:45 AM   Keynote Speaker

Great Hall 1/2 

Kent Mason, Partner, Davis & Harman LLP

 

10:00 AM - 10:45 AM   Keynote Speaker

Great Hall 1/2 

Alison Levine, Adventurer

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2020 BISA Annual Convention

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