Bank & CU Annuity and Retirement Council

A group of investment program executives will be spending two productive days together on April 29th & 30th 2020 at the Hard Rock Hotel in Orlando.

Come Join Us!

This will be a forum for program leaders and product managers where discussions will focus on product management and best-practices in providing investment and retirement guidance.

This roundtable will feature:

> Client discovery strategies
> Retirement planning tools
> Case studies
> Annuity product evolution and investor needs
> Regulation BI implementation
> And other participant suggested topics

Forum Schedule

Day One
12:00 p.m. – 1:00 p.m. Luncheon
1:00 p.m. – 5:00 p.m. Meeting
5:30 p.m. – 6:45 p.m. Reception
7:00 p.m. – 9:00 p.m. Dinner

Day Two
8:00 a.m. Breakfast and Meeting
11:00 a.m. Meeting Adjournment

No Cost
Thanks to our sponsors, there is no cost to participate in the Industry Leadership Forums if you are an executive from a bank or credit union. (Product and service providers to the channel may participate only as sponsors. Please contact us for sponsorship information.)

Travel Reimbursement includes travel expenses (up to $600), and your hotel room which will be booked by Stathis Partners (excluding incidentals) for the one evening of the two day meeting. Reimbursement does not include meal expenses. (Note, however, that meals are provided during the event.)

Flights are booked by the participant and airline receipts are submitted to Stathis Partners for reimbursement according to the terms above. We recommend booking flights early to avoid costs above the $600 maximum reimbursement.

Hotel Reservations
Stathis Partners will make your hotel reservations at the hotel specified above for the one night of the event as part of this registration process. If you do not use Stathis Partners you will be responsible for your own reservations. We will email you a formal hotel reservation confirmation two weeks prior to the event.

Dress Code
Dress for the Industry Leadership Forums is business casual – with an emphasis on casual.

Cancellation Policy
Please register for this event only if you fully expect to attend. Attendance is limited and we make commitments to the venue and our sponsors based on the number of registered attendees. For that reason we must ask you to agree, by registering for this event, that if you cancel within 10 business days of the meeting you are subject to a charge equivalent to one night’s hotel stay. (Applicable only for non-sponsors.)

Forwarding Invitations
These events are by invitation only, however, if someone else in your organization should be attending this forum please feel free to pass along this invitation. All registrations will be reviewed for appropriateness.

Agenda Topic Suggestions
Creation of the agenda for these events is often a cooperative process between Stathis Partners,  attendees, and channel research. We always strive to have valuable and meaningful discussions at our forums and welcome suggestions for discussion items to be added to the agenda. Please send suggestions by sending us an email or simply use the registration form to submit.

We hope to see you there!