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2020 Annual Convention Call for Proposals
Call for Proposals
BISA 2020 Educational Tracks

Our 2020 BISA Convention Theme will be based on the concept of a prism. The coming year affords incredible opportunities for all BISA member organizations.  The goal of the 2020 Convention keynotes and concurrent educational sessions will be to shine a light through four facets, or educational tracks, of our prism to help BISA membership move forward in success.


The 2020 BISA Annual Convention is Tuesday, March 3 – Friday, March 6 at The Diplomat Beach Resort in Hollywood, FL.


The four education tracks are as follows:

  • Regulatory and Compliance
  •  Business Transformation
  • Sales Management, Recruitment, and Retention
  • Program Growth in Sales, AUM, and Revenue

For each of the four educational tracks we have listed suggested topics for keynote speakers or concurrent sessions.  We ask for your submission abstracts to be fully complete and it is an absolute imperative that your presentation will ensure the following:

  • An education experience that provides value to member Banks and Credit Unions
  • A provocative and lively session that evokes questions and interaction from the audience
  • No commercials please! Content should not be a product push or capabilities checklist
  • Stick to one track, and our commitment to illuminate our members


Submit a Proposal


Regulatory and Compliance
  • Potential future impact of SEC’s Best Interest Standards
  • Potential future impact of individual State Fiduciary Requirements on Broker/Dealers and RIAs?
  • How to manage risk and grow businesses with balance and purpose?
  • How will platform programs and compensation be impacted?
  • Innovative and sales growth oriented best practices to train advisors on Best Interest Standards and Fiduciary concepts?
  • What are best practice ahead for CFPs and other advanced designations?
  • How to educate customers about information security risks and best practices?
  • How to stay abreast of the latest cyber security threats and overcome vulnerability of client information?
  • Suitability vs. Fiduciary Standards
  • Practical compliance: How should Program Managers plan for implementing and monitoring new compliance and regulatory standards in a practical way and maintain a focus on growth?
  • How do banks and credit unions meet the increased demand for the product selection/due diligence process?


Business Transformation
  • What will the Bank or Credit Union of the future look like and how does an investment program fit into that picture?
  • How do Investment Programs win the competition to meet the advice needs of Bank Clients?
  • How is the Digital Revolution reshaping financial services to enhance the client experience in a digital world?  For example, digital/tech transformation, robo-advisers, social media, omni-channel, and retail integration. How are bank investment programs utilizing technology to enhance customer experience?
  • FinTech: what are latest trends and innovations? For example, cloud computing, blockchain/cryptocurrencies, artificial intelligence (AI)/machine learning, robotic process operation, application programming interfaces (APIs)
  • Product Innovations, Trends, and Due Diligence:  What is the future for product distribution? Are there new and unique solutions in development for financial planning and retirement income planning?  Can ancillary products such as LTC, Life Insurance and HSAs become a more prominent part of the product mix?
  • What are the transformational opportunities and challenges for enhanced partnering of Trust, Brokerage, and Wealth Management?
  • How to provide advanced analytics and workflow in order to modernize business models and operations.  Our investment programs and our banks are rich in data, how do we leverage this data most effectively to transform our programs?
  • What are the best transformative ideas for offering and pricing our services to end clients? What is the appropriate level of investable assets that programs should target?  Are fees the way of the future or is a subscription services model the answer?
  • What is the future role for Sales Assistants and Marketing Assistants?  Is this a virtual offering or will onsite assistance continue to be the expected norm?
  • How do we shift from the current product-driven approach to a more customer-centric focus?  How do we transform the world of financial services to focus on what clients need, how they need it, and when they need it?
  • How to leverage technology investments to increase efficiency and grow the business


Sales Management, Recruitment, and Retention
  • How do we help advisors transition to a recurring revenue model while not giving up too much upfront revenue?
  • How can programs best manage Advisor staffing going forward:  What is ideal number of clients per advisor, AUM per Advisor, and Branch assignments per Advisor?
  • 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?
  • How do we recruit and develop new talent in the bank and credit union 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?
  • How do we most effectively grow and manage performance of Sales Manager in Bank and Credit Union Programs?


Program Growth in Sales, AUM, and Revenue
  • How to create a high-performance environment/team and effectively manage change that will accelerate sustainable profitable growth?
  • Enhancing the Role of the Advisor:  How can Banks and Credit Union programs increase investment customer penetration with decreased bank foot traffic?  How do we engage Financial Advisors with Bank Investment products in the new world?
  • 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)
  • 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?
  • What is the trend to use social media as an effective marketing tool to grow investment program revenue?
  • 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 continuum:  What are the best practices to support client from low assets to high net worth?  What are the most important product innovation trends? How will they address key targeted investor audiences (retired, pre-retirement, millennials, etc.)
  • What are the trends for product mix: advisory business vs. transactional business?  What are future trends for Mutual funds and Annuities?


Submit a Proposal


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 Monday, September 30, 2019. Accepted speakers will be notified in November 2019. 

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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