Schedule-At-A-Glance
This event is a two-day event designed to bring together program executives and compliance officers from across the bank insurance and securities industry to learn about and discuss pressing regulatory and compliance issues. The regulatory and compliance program is the “voice of the industry” by providing timely, insightful information for our community.
(All Times Eastern)
Monday, November 9th
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12:00 PM – 2:30 PM EST
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Board of Directors Meeting
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3:00 PM – 5:00 PM EST
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Regulatory & Compliance Officer Peer Group Discussion
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3:00 PM – 4:00 PM EST
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Peer Group Discussions:
- Bank/Credit Union-Owned Broker Dealers: Peter Bielan and Rich Guerrini
- TPM Client Banks and Credit Unions: Scott Stathis, Jonathon Allen, and Tim Sease
- Sales Managers: Frank Consalo and Kevin McCarthy
Please note that these peer groups are for bank and credit union attendees only.
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3:00 PM – 3:30 PM EST
3:30 PM – 3:30 PM EST
4:00 PM – 5:00 PM EST
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Steering Committee Meeting
Leadership Advisory Board Meeting
Joint Meeting of the Board of Directors & LAB
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5:00 PM – 6:00 PM EST
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Board and LAB Networking Reception
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6:00 PM – 6:30 PM EST
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Summit Networking Reception
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Tuesday, November 10th
*Please note this schedule is tentative and subject to change.
*More information will be made available in the near future. Please contact BISA at (202) 367-1111 with any questions