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BISA Committees
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BISA Committees

BISA's commitment to support our member firms and financial professionals within depository institutions includes creating committees to focus on key topics within the industry and the association. Each committee below meets throughout the year to achieve their individual missions and goals to best serve the BISA members. 

Awards Committee

The Awards Committee reviews and nominates BISA members for the following awards which are presented to qualified nominees during its annual convention in March each year: Career Achievement, The Circle of Excellence Award, Diversity & Inclusion Award and the Technology & Innovation Award. Click here to view previous awardees. 

The current Awards Committee is: 

  • Stephen Amarante, Infinex Investments, Inc. / Infinex Financial Group  
  • Wallace Harris, BMO Harris Financial Advisors 
  • Stefne Lynch, Symetra Financial 
  • Dan McCormack, U.S. Bancorp Investments, Inc. 
  • Bob Mittel, VantisLife Insurance Company 
  • Jim Nonnengard, Regions Investment Service, Inc.

Content Committee

The Content Committee focuses its efforts curating gathering content for BISA's online hub, Portfolio. They are also responsible for the generation of content for the annual print version of Portfolio, the weekly newsletter and Portfolio Podcast. 

The current Content Committee is:

  • Rob Comfort, CUNA Mutual 
  • Bob Corsarie, Fifth Third Bank 
  • Wallace Harris, BMO Harris
  • Kevin Mummau, CUSO Financial Services
  • Arthur Osman, LPL Financial Institution Services
  • Jane-ellen Porter, People's Securities, Inc. 
  • Tim Sease, South State Bank

Diversity & Inclusion Committee

The Diversity & Inclusion Committee will focus its efforts in areas such as: analyzing industry demographics, recruiting a diverse workforce, advocating best practices in diversity, and uncovering emerging diversity trends.

To learn more about the Diversity & Inclusion Committee, click here. 

To learn more about the BISA Rising Stars, click here.

Membership Committee

The BISA Membership Committee furthers the strategic goal of Association Growth by advising on and defining membership value, recruiting new members to the association, and engaging with current members to ensure retention.

The current membership committee is: 

  • Jonathon Allen, Wescom Credit Union
  • Kathy Burgess, CUNA Mutual Group
  • Paul Haines, Atlantic Union Bank
  • Tim Killgoar, Raymond James
  • Claire McCarthy, LPL Financial Institution Services
  • Kevin Mummau, CUSO Financial Services
  • James Norwood, Securities America
  • Dan O'Brien, LPL Fidelity
  • Vance Richard, Iberia Financial Services
  • Veronica Rink, BBVA
  • John Van Ermen, Cetera Investment Services

Regulatory & Compliance Program Committees

BISA launched the Regulatory & Compliance Program in 2014 to serve as a resource for its member companies in an increasingly stringent regulatory environment. BISA partners with qualified firms to provide strategic insights and regulatory, compliance, and risk management expertise through regular editorial content submission, training and education, conference programming, and other monitoring and risk management information services that would benefit BISA members. 

There are three Regulatory & Compliance program committees: 

  • Regulatory & Compliance Education Committee
  • Regulatory & Compliance Advisory Board
  • Regulatory & Compliance Networking Group 

To learn more about each committee, please click here. 

Research Committee

The BISA Research Committee seeks to add exclusive value for BISA Membership by promoting the sponsorship of industry research reports, which would be delivered to members via reports, whitepapers and Portfolio articles. 

The current BISA Research Committee: 

  • Mike Miroballi, Huntington Financial Advisors (Chair) 
  • Paul Haines, Atlantic Union Bank
  • Paul Hansen, Key Investment Service
  • Rich Koll, Investors Bank
  • John Olerio, Webster Investment Services
  • Cindy Maher, Securities America
  • Kevin Mummau, CUSO Financial Services

If you are interested in learning more about BISA leadership opportunities, please contact us at 202-367-1111 or

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