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BISA Webinar Series

BISA's Webinar Series is designed to provide valuable and timely content to help you manage and grow your business. 

Interested in presenting a BISA webinar?  Click here to submit a proposal.

Access to webinars is complimentary for all BISA Members


Upcoming Webinars

  • Technology Tuesday Web Series
    • Webinar Dates
      • Part 1: Tuesday, July 28 | 4:00PM-5:00PM EDT | ATA Risk Station | Negotiating the Business of Being a Broker Dealer Through the Current Crisis
      • Part 2: Tuesday, August 18 | 4:00PM-5:00PM | Nationwide | Virtual Meeting Best Practices and Skills
      • Part 3: Tuesday, September 15 | 4:00PM-5:00PM | Social Advisors | Virtual Prospecting with Real Results
      • Part 4: Tuesday, September 29 | 4:00PM-5:00PM | Copytalk | Navigating the Advisor Desktop Amid the Pandemic and Beyond
        Register Here
    • Web Series Description: It is no secret that the COVID-19 pandemic has altered how we do business and how our customers expect to do business. Our work environments have changed drastically in the last few months, and our reliance on technology has undoubtedly grown. To help you transition into this new world as seamlessly as possible, BISA presents a new webinar series, "Technology Tuesday

  • MassMutual Long Term Care in America Study
    • Webinar Date: Monday, November 2, 2020  | 4:00- 4:45  PM EDT
    • Presented by: Matthew DiGangi, Head of Strategic Distribution Partners, MassMutual and  Alex Samoila, National Sales Manager, WealthVest 
    • Join BISA and MassMutual for a zoom webinar focused on long term care (LTC) in America.
                         Register Here


Recent Webinars

Access to BISA webinar recordings is complimentary for all BISA Members.  Click here to view available webinar recordings.  Even though you will be prompted to "purchase" the recording, the price is $0.00 and you will not be charged or asked for payment information.

  •  How Financial Professionals are Operating in this New Era of Uncertainty
    • Webinar Date: Monday, August 10th, 2020 | 4:00-5:00 PM EST
    • Presented by: Chris Mee, the Managing Director and Head of Wealth Management Solutions Distribution of Incapital, and Maribeth Kuzmeski, PhD, President of Red Zone Marketing.
    • Join Incaptiol and Red Zone for a zoom webinar focused on How Financial Professionals are Operating in this New Era of Uncertainty
  • Kehrer Bielan & BISA Web Series on Industry In Transition: Looking Through the Crisis
    • Webinar Dates
      • Part 1: Thursday May 14 | 4:00PM-5:00 PM EDT | Leveraging Technology
      • Part 2: Thursday June 18 | 3:30PM-5:00 PM EDT | Financial Impacts, Compensation, and Coverage Models
      • Part 3: Wednesday July 29 | 3:30-5:00 PM EDT | The Advisor of the Future
    • About Kehrer Bielan: Kehrer Bielan Research & Consulting provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance, and wealth management services.
    • Web Series Description: Join BISA and Kehrer Bielan for a Zoom webinar series on how we are partnering to conduct research on how the collective innovation of our members is shaping what our business looks like in the future. We are inviting you to participate in a survey and a series of dialogues over the course of the next several weeks.
    MassMutual Long Term Care in America Study
    • Webinar Date: Thursday, July 23, 2020  | 2:00-3:00 PM EDT
    • Presented by: Mathew Greenwald, President of Greenwald & Assoc, Inc, and Matthew DiGangi, Head of Strategic Distribution Partners, MassMutual. 
    • Join BISA and MassMutual for a zoom webinar focused on long term care (LTC) in America.
  • Victory Road Web Series
    • Webinar Dates
      • Part 1: Wednesday May 6 | 4:30PM-5:00PM EDT | Thriving Through Uncertainty: Out of Adversity Comes Opportunity
      • Part 2: Wednesday May 13 | 4:30PM-5:00PM EDT | The Art of  Connection: Where There Is No Trust There Is No Team
      • Part 3: Wednesday May 20 | 4:30PM-5:00PM EDT | Leading in Crisis
      • Part 4: Wednesday May 27 | 4:30PM-5:00PM EDT | The Power of a "Yes, And" Culture
    • About Victory Road: The Victory Road Leadership Development Group is a dynamic organization committed to delivering advanced leadership solutions to driven leaders and high performance teams in the world's most competitive environments.
    • Web Series Description: As we all face unfamiliar challenges in uncertain times, BISA is excited to partner up with Victory Road Leadership Development Group in an effort to bring our BISA community a virtual leadership development webinar series focus on leadership, empowerment, resilience, and embracing and overcoming adversity while thriving through uncertainty.
  • Retaining Your Business When This Is Over -- What to Say NOW and WHY
    • Webinar Date: Friday, May 1, 2020
    • Presented by: Richard Weylman, CEO and CDO of The Weylman Center for Excellence in Practice Management
    • Join BISA for a zoom webinar focused on why advisers and relationship/branch managers need to call every client now - not to check in but rather, to shift focus past the present to your clients' future objectives
  • COVID-19 and the CARES Act
    • Webinar Date: Tuesday, April 28, 2020
    • Presented by: Ben Marzouk, Counsel at Eversheds Sutherland; Kate Ring, SVP, Advisory CCO and Head of Product & Platform Compliance at LPL Financial LLC; Jeff Suhanic, Chief Compliance Officer with PNC Investments LLC
    • Join BISA and Eversheds Sutherland for an interactive zoom webinar dedicated to COVID-19 business challenges and CARES Act business opportunities for broker-dealers and investment advisers.
  • SEC Regulation Best Interest
    • Webinar Date: Friday, April 17, 2020
    • Presented by: Clifford Kirsch, Ben Marzouk, and Bria Adams of Eversheds Sutherland
    • Join BISA and Eversheds Sutherland for a zoom webinar dedicated to the SEC's recent Regulation Best Interest developments to bank-affiliated broker-dealers (BDs) and investment advisers (IAs).
Latest News
more Calendar

9/29/2020 » 12/31/2020
BISA Technology Tuesday Web Series

11/9/2020 » 11/10/2020
2020 Regulatory & Compliance Summit - Non-Member Registration

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