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2018 Annual Convention Keynote Presentations


SCHEDULE             EDUCATION             KEYNOTES

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. 


Keynote Presentations

BISA is proud to present the following keynote speakers at the 2018 BISA Annual Convention.


Wednesday, March 7


StandOut Leadership… Lead Like You Mean It

Connie Podesta, Business Motivational Speaker

In the real world many employees simply “meet expectations,” lack initiative, bring their personal life to work, stress over every change and whine about having to WORK….on the job!  “Enough!” says Human Behavior and Leadership Development expert Connie Podesta, who has empowered thousands of leaders worldwide with the attitudes, mindsets and strategies necessary to create a team that’s willing, able and excited to get the job done THE RIGHT WAY!

About Connie

Connie is a game-changing, revenue-building, sales-generating ball of fire whose rare blend of laugh-out-loud comedy, killer take-away strategies, and interactive, no-power-point delivery style have made her one of the most unique and memorable speakers on the stage today. 25 years. Two million people. 1,000 organizations. Hall of Fame speaker. Award-winning author.  Seven books. Former Radio/TV personality. Therapist. Expert on the psychology of sales, leadership, change, accountability, and engagement.  Amazing ROI.  Plus (what we all could probably use in today’s crazy world )… a comedian.







The Death of "Roboadvice" and The Birth of Digital Wealth Management

Michael Sha, Co-Founder and Chief Executive Officer, SigFig Wealth Management

About Mike

Mike Sha serves as co-founder and CEO of SigFig, making high-quality investment advice accessible and affordable to investors of all wealth levels.  Prior to SigFig, Mike held senior roles at Amazon where he launched and built the Amazon Visa Card into one of the fastest growing consumer loyalty cards in history, was one of the original inventors of Amazon's Prime program, as well as built sophisticated fraud detection models that leveraged statistical data analysis in preventing online fraud. Mike has a BA in Applied Math and an MS in Computer Science from Harvard.







Thursday, March 8


Truth for the Taking

Jim Bowen, CEO, First Trust


Jim Bowen has built and led one of the fastest growing money management firms in America.  A voracious reader and an enduring optimist, Jim constantly seeks the truth behind the spin.  His perspective unveils the progress being brought about by entrepreneurs and risk takers around the globe.  Many say the US has seen its best days, but do you really believe that?  The truth is there for the taking – Jim Bowen can give you the eyes to see and the ears to hear. 

About Jim

James A. Bowen is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. He is responsible for the strategic direction of the firms and putting teams in place to meet the many demands of the marketplace with the products and services the firms offer.
Prior to forming First Trust Portfolios with several partners, Mr. Bowen was responsible for the First Trust product line at Clayton Brown & Associates, an innovative unit investment trust sponsor. In 1991, Mr. Bowen was instrumental in leading the purchase of the First Trust product line. Since that time, First Trust Portfolios has grown to be the largest independent unit investment trust sponsor, by sales, in the United States.

Under Mr. Bowen’s direction, the firms have expanded their offerings to include exchange-traded funds, closedend funds, separately managed accounts, variable annuity sub-accounts and mutual funds. The firms are also affiliated with several specialized money managers, which allows them to offer additional investment solutions to their client bases.

Mr. Bowen has over 30 years of experience with packaged products for the financial services marketplace. Prior to forming First Trust, he held executive positions at various financial institutions. Mr. Bowen earned his bachelor’s degree from Wheaton College in Wheaton, Illinois.



Keynote Address by Dale Earnhardt Jr.

NASCAR Champion & NBC Sports Broadcaster


Throughout his decorated NASCAR career, Dale Earnhardt Jr. has established himself as a winning driver on the track and a trusted partner off the track. Join Dale Jr. as he discusses his decorated 19-year NASCAR career, how his partnership with Nationwide grew from a visit to his agent’s office at age 16 to a full-time NASCAR Cup Sponsorship, and finally how he prepared for retirement.

About Dale Jr.

Dale Jr. is a third-generation driver in a family forever connected to the sport of stock-car racing, and while his innate ability behind the wheel comes from Earnhardt DNA, his competitive driving style and business savvy are all his own. His common-sense charisma and flair for originality have helped propel him to become one of the most popular figures in sports. Earnhardt tops all NASCAR and IndyCar drivers on MVPindex’s social media power rankings.





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