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Webinars

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

  •  Kehrer Bielan & BISA Web Series on Industry In Transition: Looking Through the Crisis
    •  Webinar Dates
      • Part 1: Thursday May 14 | 4:00PM-5:00PM EDT | Leveraging Technology
      • Part 2: Thursday June 18 | 3:30PM-5:00PM EDT | Financial Impacts, Compensation, and Coverage Models
      •   Click Here to Register for Part 2
      • Part 3: July 2020 | Date and Time to be announced | New Business Model, Client Service Preference, and Referral Alternatives
    • 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.

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.

  • 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).
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