03.03.20
More Than 800 Industry Members Set To Convene for Annual BISA Convention
by: Rich Blake
The Diplomat Resort in Hollywood, Florida will become a vortex of strategic brainstorming amidst volatile market conditions, as more than 800 bank and insurance industry professionals gather March 3-6 for the 2020 Bank Insurance and Securities Association (BISA) Annual Convention.
“BISA 2020: Prism of Growth” features a finely tuned educational curriculum, ample networking opportunities and an exhibitors' hall brimming with more than 80 solutions providers, many set to unveil new or just-upgraded technology. Since 2004, this annual gathering has nearly doubled in participants.
"The opportunity to learn from the experiences of trusted industry peers and share best practices is always important — and it’s even more important when markets are volatile,” said Jeff Hartney, BISA’s executive director.
Ultimately, this industry is about expanding business opportunities and serving clients, Hartney stressed. “BISA strives to provide an environment in which financial professionals can collaborate,” he said. “Ultimately, they can become even more capable of adapting to evolving professional environments and market conditions.”
Among the keynote speakers are:
- Jesse Itzler, co-founder of Marquis Jet
- Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions
- Jim Bowen, CEO of First Trust Portfolios
- Maribeth Kuzmeski, marketing strategist at RedZone Marketing
- Jeff Bush, The Washington Update
Here’s a rundown of what attendees have in store. It’ll be a busy four days.
- Day one features a meeting of the BISA Board of Directors, followed by the start of registration and an early bird reception.
- Day two starts off with a meeting of the diversity and inclusion committee and a women's networking lunch, followed by five concurrently held peer discussions on an array of topics: diversity andinclusion, sales, regulatory and compliance, bank-owned BDs, as well as third-party marketing solutions for credit unions.
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- Day three kicks off with a must-attend awards ceremony and concludes at night with a dinner built thematically around the cutting-edge culture of Miami's famous Wynwood Arts District by way of the Diplomat Landing. A local graffiti artist will create something live, and attendees can try their hands at interactive spin art. In between the awards and the art-infused festivities will be several concurrent afternoon breakout sessions on topics such as “navigating regulatory scrutiny of the wealth management business” and a look into the future to see what the typical bank advisor will look like.
With 2020 being an election year, the final day will wrap up with some political scoop from Bush, a beltway insider and in-demand speaker. He'll do some campaign tea-leaf reading. You won't want to miss it.
To view the full schedule, click here.