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2019 Annual Convention Call for Proposals


Call for Proposals

Submit a proposal to BISA for your opportunity to be a part of the 2019 Annual Convention educational program. The BISA Annual Convention is the perfect forum to share your company's research or new program that benefits the financial industry. With an audience of more than 700 engaged leading professionals, you can easily reach decision-makers and industry thought leaders. 

The 2019 BISA Annual Convention is Tuesday, March 5 – Friday, March 8 at The Diplomat Beach Resort in Hollywood, FL, and we are looking for the below sessions:

  • 16 Concurrent Sessions
  • 3 Keynote Speakers

BISA has solicited topics for sessions and the suggestions have been made for the following:

Life in the Post-DoL World

  • What is the potential future impact of SEC’s Best Interest Standards and State Requirements on Broker/Dealers?
  • How to manage risk and grow businesses with the pending new SEC and state standards. How will platform programs and compensation be impacted?
  • What will be the effect on product mix?

What are the trends for advisory business vs. transactional business?

Recruiting, Training, and Development

  • How do we recruit and develop new talent in the bank investment space?
  • How can we more successfully train veteran advisors to embrace change?
  • What tools are required for succession planning of an aging Advisor population?
  • What is the future for licensed banker programs?
  • As opportunities for “Second Story Advisors” as well as acquisition of independent Advisors grow, are these developing roles best positioned in trust, retail investments or in a hybrid organization?

Product Innovation

  • Mutual Fund Innovations:  What are the product innovation trends? How will they address growth of advisory as well as key targeted investor audiences (retired, pre-retirement, etc.)?
  • Alliance for Lifetime Income:  Educate about this important industry initiative
  • Optimizing Product Line-Up:  How institutions are reviewing the products and overall product selection strategy?
  • Alternative investments: What is their future within the bank channel?  What is the state of REITs, BDOs, etc.  Why are MLCDs the number one product generating complaints? Is there a way to solve the statement value issues and is it worth it?
  • Product continuum:  What are the best practices to support client from low assets to high net worth?
  • Product Innovations, Trends, and Due Diligence:  What is the future for product distribution? Are there new and unique solutions in development for retirement income planning?  Can ancillary products such as LTC, Life Insurance and HSAs become a more prominent part of the product mix?  How do banks meet the increased demand for the product selection/due diligence process?

Wealth Management Integration and Financial Planning

  • What are best practices for identifying or creating synergies between Trust/Private-Bank divisions with bank investment programs?  Does financial planning represent a link between two diverse organizations?  What are best practices for execution?
  • What is are the opportunities and challenges for the partnering of Trust, C20 and Wealth Management?
  • How do we help advisors transition to a recurring revenue model while not giving up too much upfront revenue?
  • What is the appropriate level of investable assets? What is the  tradeoff for the level of service required?   

Delivery of Advisory Services  

  • How are firms growing advisory AUM?
  • What tools and best practices are being used to deliver advisory? What is the future?

Client Experience

  • The Digital Revolution of digital/tech transformation, social media, omni-channel, retail integration:  How do we move forward to meet the client experience demands in a digital world?
  • What the trends and strategies for improving general Client Experience ToolsEnhancing the Role of the Advisor:  how are banks increasing client engagement with advisors with decreased bank foot traffic.
  • Call Center Service Delivery Models: share how successful models have been developed with minimally viable product offerings, targeted clients and tools leveraged to deliver services (current & future state)FinTech: what are latest trends and innovations?



Please note that BISA receives nearly 100 proposals annually for a limited number of sessions. We encourage you to work with your peers on session proposals. For proposals to be considered, they MUST be fully completed with no TBDs or NAs. Only complete, well-thought out and forward thinking proposals will be accepted.  Product pitches will not be considered.





BISA does not offer monetary compensation to speakers. Speakers will be offered complimentary registration, but must cover their own accommodations.

Organizations sponsoring keynote speakers are responsible for covering any speaker fees and travel or hotel accommodations.

The call for proposals will be closed on Friday, October 5, 2018. Accepted speakers will be notified first week of December 2018. 

BISA would like to thank the Convention Planning Committee for their work in reviewing session proposals and development of the educational program.

If you have any questions or concerns, please contact

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