Program Best Practices Year-End Wrap-Up


A group of Program Leaders will be meeting on

November 21st and 22nd 2019 at the Hard Rock Hotel in Orlando to discuss program best-practices at this year-end wrap-up event.

Come join us!

This executive retreat will focus on program best-practices for deepening client relationships and increasing client loyalty. We will leverage insights gathered through our research, forums, and consulting work over the course of the year that enable programs to achieve a competitive advantage.

(Scroll down for registration link.)

Participants will discuss the following:

  • Evolving program structures
  • Achieving Trusted Advisor Status
  • Gaining Senior Management Buy-in
  • Data mining
  • Advisor Book Optimization
  • Increasing Wallet Share
  • Leveraging financial planning
  • Aligning compensation to evolving program objectives
  • Internal partnerships

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 casual. Be comfortable. Jeans are acceptable.

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!