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2019 CEO Retreat Education





Education Sessions

The BISA 2019 CEO Retreat is designed for top CEOs of financial institutions in the bank insurance and securities industry. Attendees of the CEO Retreat will experience abundant time for networking and peer-learning in an interactive and academic environment. The event is the premier financial services industry event providing high-value information, education and exclusive networking opportunities to select industry CEOs. 

Please click here to access required pre-work assignments for those that register for the classroom. Please complete the brief surveys as they are mandatory in order to get the most out of your academic experience: 

Organizational Culture Survey
Bargaining Styles Assessment

Exploring the Value of an Investment Program to the Institution

Thursday,  September 13

8:20 AM–8:50 AM


There seems to be an evolving need to demonstrate the value of an investment program to senior management of the financial institution as the industry evolves in a needs-based direction. This interactive session will be a discussion on whether current industry metrics suffice to demonstrate the value of an investment program or if new metrics and methods are needed, and if so, what might these metrics be.

Participants will be encouraged to share thoughts on the metrics currently being used to express value, as well as what they feel would be helpful in this regard from an industry research standpoint. Areas of discuss will include the following:

  • Quantifying the strategic and monetary halo effect of offering investments and insurance in the financial institution.
  • Identifying new perspectives and metrics for value demonstration.
  • Communicating related benefits and metrics in a fashion appropriate for usage in executive management presentations.
  • Methods of calculating revenue potential of investment program based on deeper penetration of existing bank households which have investment accounts held outside the institution (Held-Away Revenue Potential).

Scott G. Stathis 

Managing Partner
Stathis Partners, LLC.


Scott G. Stathis has worked in the financial services industry since 1992. Scott led Kehrer-LIMRA starting in 2008 and subsequently partnered with BISA in 2012 to form Bank Insurance & Securities Research Associates, a performance research and consulting organization focused on financial institutions which was a collaboration between BISA and LIMRA International. Scott ran BISRA until 2015 when he founded Stathis Partners, LLC., an industry research and consulting practice that also hosts the “Industry Leadership Forum” series of executive roundtables.


His early background in the industry includes new broker training, sales automation, and financial planning systems. His mid-career experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm.


Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates many industry roundtables each year, his articles are published regularly, and he is a frequent speaker at industry gatherings.

Executive Negotiations Workshop

Thursday,  September 13

9:00 AM–12:15 PM


This workshop will teach participants a systematic process for approaching any kind of negotiation. It features hands-on negotiation exercises that let participants experiment with new negotiating approaches and negotiate with various negotiation partners without risking money or internal credibility. Topics addressed in the workshop include deciding when to negotiate, framing the negotiation, and conducting face-to-face discussions. Particular emphasis is placed on each participant's personal negotiation styles and how they can be adapted to be more effective. The learnings are applicable to both internal problem solving and external bargaining. The workshop can be tailored to focus on negotiation issues related to sales, purchase and procurement, negotiations within organizations, leadership, specific companies and industries, and specific issues relating to negotiations. This can be taught as a half or full day.


Sarah E. Light

Assistant Professor of Legal Studies and Business Ethics

The Wharton School of Business at the University of Pennsylvania 


Sarah E. Light is an Assistant Professor of Legal Studies and Business Ethics at the Wharton School of Business at the University of Pennsylvania, where she teaches Negotiation to MBA students; and Environmental Management, Law, and Policy to both undergraduates and MBA students. Her research examines issues at the intersection of environmental law, corporate sustainability, and business innovation.  Her articles have appeared in and are forthcoming in the Stanford Law Review, the Duke Law Journal, the UCLA Law Review, and the Vanderbilt Law Review, among others.

Professor Light is also a master teacher. In 2017, she was awarded the Excellence in Teaching Award in the MBA Program at Wharton. In 2016, Professor Light was one of ten faculty nominated by the MBA student body for the Helen Kardon Moss Anvil Award for Outstanding MBA Teaching.

Professor Light earned her J.D. from Yale Law School, an M. Phil in Politics from Oxford University where she was a Rhodes Scholar, and an A.B. from Harvard College.


Fintech and Digital Innovation

Thursday, September 13
1:15 PM–4:30 PM


Review Digital Innovation and Fintech Landscape including examples inside and outside of Financial Services/Banking, Implications for Financial Services/Banking, and Action Learning Exercise around transforming your organization via digital innovation.

Learning Objectives: Educate business leaders on approaches for harnessing the power of digital technologies and empowered end-users to drive innovation, business transformation, and organizational growth in banking/financial services.


Scott Snyder


Heidrick Consulting


Scott Snyder is a recognized thought leader in technology and innovation. He has more than 25 years of experience in business leadership, strategic planning and technology management for Fortune 500 companies and startup ventures. Scott is currently a Partner at Heidrick Consulting, helping global companies accelerate Digital Transformation and Innovation. Prior to Heidrick, Scott was the Chief Technology and Innovation Officer at Safeguard Scientifics (NYSE:SFE), which provides capital and relevant expertise to fuel the growth of technology-driven businesses in healthcare, financial services and digital media.


Prior to Safeguard, Scott was President and Chief Strategy Officer at Mobiquity Inc., a leader in delivering innovative mobile and digital solutions for enterprises, where he continues to be Chairman of Mobiquity’s Advisory Board. Scott has held executive positions with several Fortune 500 companies including GE, Martin Marietta, and Lockheed Martin, has been the CEO of a leading strategic planning firm, Decision Strategies International, and has also started business ventures in software including OmniChoice, a CRM/Analytics applications provider. He also serves on the Board of Directors for Fulton Financial Corporation (FFC).


Scott has authored a book entitled, “The New World of Wireless: How to Compete in the 4G Revolution”, and has been a long-time thought leader in the mobile and digital space. In addition, he is a chapter author in the books “The Network Challenge: Strategy, Profit, and Risk in the Interlinked World” and “Inside the Minds: Small Business Growth Strategies: Goals for Successful CEOs.” Scott is a Senior Fellow in the Management Department at the Wharton School, an Adjunct Faculty Member in the School of Engineering and Applied Science at the University of Pennsylvania, and has lectured at MIT, Babson, Duke, Georgia Tech and INSEAD on Digital Innovation, Decision-making, Business and IT Strategy, Next Generation Wireless, Product Design and Development, and Business Intelligence. Scott founded and directs the Game Changer Collaborative, which is made up of leading companies focused on cross-sector digital innovation opportunities. He also holds two patents for on-line decision aids and has been quoted as a thought leader in numerous publications including the CIO Magazine, WIRED, Forbes, Knowledge@Wharton, Los Angeles Times, The Wall Street Journal, the Philadelphia Inquirer and the Philadelphia Business Journal.


Scott earned his B.S., M.S., and Ph.D. in Systems Engineering from University of Pennsylvania.


Organizational Culture

Friday, September 14
8:30 AM–12:30 PM


Organizational culture is the set of underlying assumptions and values that typify an organization, an “unwritten code” which helps employees know how to interact at work, and can have external influence in how a company is perceived by its constituencies. Organizational culture filters the way employees see their organizational world and thus is an important driver in employee performance, commitment and attitudes toward the workplace. Managing one’s organizational culture effectively is a critical tool for successful management and leadership. In this session, participants will delve into the nature of organizational culture; how it operates; what it consists of; how they can recognize what the organizational culture is in their unit or organization; the role of organizational artifacts, symbolism and leader behavior; the importance of fit between an employee and an organization's culture; elements of strong cultures; drawbacks to strong cultures; the influence of subcultures in organizations; the role of selection and socialization in spreading organizational culture; and a discussion of the positive performance outcomes that can come from a strong culture. This is done through a combination of small group exercises, discussion, video case, and cutting edge research and theory via lecture.

An important option for customization of this session is having participants in the session (and as many members of their workplace as desired) complete a 10-minute organizational culture assessment prior to the session. This data is then analyzed, showing the current status of the organization’s culture. Analysis of differing cultures across sub-groups, such as business unit, tenure, function is conducted per the desire of the organization. In addition, the results are benchmarked against a large sample of employees (corporations) who have also taken the survey. This organizational culture assessment serves as an engaging way for participants to gain a deeper understanding of both the session material and their own organizational culture. Also, organizations have found that it can help to provide the basis of understanding and assessing not only the current culture of the organization, but can also offer insight into what and how to change within the current culture to achieve certain culture changes necessary for addressing and achieving defined organization goals.


Sigal Barsade

Joseph Frank Bernstein Professor

The Wharton School of Business at the University of Pennsylvania


Sigal Barsade is the Joseph Frank Bernstein Professor of Management at the Wharton School of Business, University of Pennsylvania where she has been on the faculty since 2003, and prior to that was a faculty member at Yale University for 10 years. Dr. Barsade has been engaged as a speaker or consultant to numerous large corporations across myriad industries such as Cisco, Coca Cola, Coldwell Banker, Comcast, Deloitte, Del Monte, Estee Lauder, Google, Hertz, Hitachi, IBM, KPMG, Lincoln Financial, Magna PowerTrain, Merrill Lynch, the NBA, the NFL, Office Depot, Penske, State Farm Insurance, Sunoco, US Trust, and Wyndham Worldwide; health care and biopharma organizations such as GlaxoSmithKline, Novartis and Penn Medicine; public and not for profit corporations such as the World Economic Forum and the United Nations; as well as to small entrepreneurial organizations. The focus of her research expertise, speaking and consulting practice is organizational culture, emotional intelligence, organizational change, teamwork and leadership.

Dr. Barsade is an award winning researcher and teacher whose academic expertise enables her to integrate cutting edge research tools and knowledge into practical use. She has published in the top academic research journals in her field, and has served on the editorial boards of the Administrative Science Quarterly, Organizational Behavior and Human Decision Processes and Organization Science. She is also often interviewed by, and has her research referenced in the general media, such as the Wall Street Journal, New York Times, Business Week, Time Magazine, US News & World Report, International Herald Tribune, AP Wire, Forbes, LA Times, Oprah Magazine, Fast Company, Slate, NPR Radio, ABC, CBS and CNN News as well as numerous national and regional news outlets.


Program Team:

Shannon Rola, Program Director 

Jessica Kotain, Program Manager

For questions, please contact:
André Douglas, Program Coordinator


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2019 BISA CEO Retreat

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