News | 05.12.21
BISA Leadership Listen In: What’s Next for BISA
BISA President Frank Consalo and BISA Executive Director Jeff Hartney recently sat down to discuss the future of BISA. Below is a sneak peek at some of the highlights — and watch for the full conversation in an upcoming episode of the BISA Portfolio Podcast.
Networking opportunities are plentiful
Despite the recent cancellation of the 2021 BISA Annual Convention, there are many other 2021 opportunities for professionals to gather both virtually and in person, including The Thayer Leadership virtual program, virtual peer-to-peer groups, the BISA CEO Retreat, and the Regulatory & Compliance Summit. View all scheduled upcoming events on the BISA website, which will be updated with more events over the coming weeks.
“As we entered 2021 we were very hopeful that the 2021 BISA Annual Convention would be a live, in-person event,” said Jeff Hartney, executive director of BISA. “But in addition to the general health and safety concerns we feel would still be there in July, it also was very clear that many organizations that are members of BISA are also taking a very cautious approach and had travel bans that were going to be in place through the end of the summer.” Hartney further shared that, based on these and other factors, the Board and Steering Committee reached the conclusion that BISA unfortunately did not have a choice but to cancel the 2021 convention.
Fountainebleau in ’22!
The 2022 BISA Annual Convention, which will take place February 27-March 2, is moving to a new location for the first time since 2006: The Fontainebleau in Miami Beach, Fla. Registration for the 2022 BISA Annual Conference will open in early November.
“There's going to be some real buzz and excitement around going to South Beach,” said BISA President Frank Consalo. “It's a first-class place, so we're excited about that.”
Technology is king — and here to stay
Technology has had an extraordinary impact on the work of advisors and the industry as a whole, especially over the past 14 months. Check out the latest technologies and strategies impacting businesses in the Innovation section of Portfolio.
“One of the things that happened during the pandemic is the whole digitization of almost everything,” Consalo said. “The pandemic really forced advisors and support people in home offices to learn to adapt quickly and to utilize tools that they hadn't used in the past. Now, it's becoming ‘Wow, I didn't know it was this easy!’ Technology is going to continue to advance quickly, and people are going to have to keep up with it.”
As the industry transforms, so does BISA
BISA’s leadership meets regularly to chart the course of the future, with an eye toward what is changing and evolving, to shape and redirect the organization’s strategy.
“Our members are in an ever-evolving industry, and those meetings offer an opportunity for the Board and our leadership to really reflect on that,” Hartney said. “We updated both our mission and vision in 2020, and when the pandemic hit we responded and provided value to our members in ways that we had never before. That's not going to stop once the pandemic ends — we’re going to continue to develop in a variety of ways.”