| Allan | Jonathon | Wescom | 1Q Game Review – 2Q Game Plan |
| Armstrong | Eric Armstrong | Compass Consulting | Managing 2022’s Challenges |
| Aur | Rhomes Aur | First Horizon | Investment Services vs. Wealth Management – What’s the Difference? |
| Barhorst | Matt Barhorst | Ameriprise | Being a Best-Practices Program |
| Benedict | Karen Benedict | Northwest Financial Advisors | Women in the Lead |
| Bichler | Brian Bichler | Atria Wealth | http://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/ |
| Biliter | David Biliter | First Citizens | Being a Best-Practices Program |
| Bronnenberg | Ed Bronnenberg | Randolph Brooks CU | Executing Effective Broker-Dealer Due Diligence |
| Buerger | Alan Buerger | Coventry | Newest Trends in Life Settlements |
| Burger | Keith Burger | Luma Tech | Untangling ESG Investing |
| Cahill | Patrick Cahill | Coventry | Newest Trends in Life Settlements |
| Cameron | Hugh Cameron | JBC Companies | Newest Trends in Life Settlements |
| Campbell | Steve Campbell | Fulton Bank | Deepening Client Relationships and Increasing AUM with Policy Reviews |
| Campone | James Campone | CFS/SPF | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Campone | James Campone | CFS/SPF | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Capuzzi | Bill Capuzzi | Apex Fintech Solutions | On the Road to Democratizing Investing |
| Chillingworth | Chuck Chillingworth | Westland Financial | Servicing the Protection Need |
| Chilson | Sabrina Chilson | Chemung Canal Trust | Deepening Client Relationships and Increasing AUM with Policy Reviews |
| Clark | Don Clark | Wintrust | http://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/ |
| Collier | Gary Collier | Pinnacle | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Consalo | Frank Consalo | Citi | http://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead |
| Corsarie | Bob Corsarie | Fifth Third | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020 |
| Cosentino | Rob Cosentino | Webster Bank | On Being a Trusted Advisor – Part 2 |
| Cox | Melissa Cox | Brighthouse Financial | Leveraging Long Term Care Options to Enhance Client Relationships |
| Crowley | Kathy Crowley | Centennial Bank | Women in the Lead |
| Cvercko | Dan Cvercko | Farmers National | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Dimula | David Simula | SAFE Credit Union | Servicing the Protection Need |
| Dornan | Maegan Dornan | Wells Fargo | Leveraging Long Term Care Options to Enhance Client Relationships |
| Dunlap | Pete Dunlap | Citizens Bank | Strategic Roadmap for Second Half of 2021 |
| Elias | Eugene Elias | Atria Wealth | http://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/ |
| Ellen | Jane-Ellen Porter | People’s United | http://7v4.c71.myftpupload.com/bisa-trendwatch/leadership-perspectives-feb-march-2021 |
| Ellis | Wendy Ellis | Fulton Bank | Top Women Advisors Unpack Success |
| Emerick | Sheli Emerick | Elevations CU | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Ferry | Jim Ferry | ESSA Bank & Trust | 1Q Game Review – 2Q Game Plan |
| Flaherty | Ken Flaherty | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
| Ford | Scott Ford | US Bancorp | The Evolution of Investment Services to Wealth Management |
| Franke | Steve | Allegacy FCU | Managing 2022’s Challenges |
| Fujinaga | Jim Fujinaga | Hancock Whitney | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Fujinaga | Jim Fujinago | Hancock Whitney | Strategic Roadmap for Second Half of 2021 |
| George | Mike George | Fulton | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Grellier | Holly Grellier | Addison Ave/First Tech CU | Women in the Lead |
| Griffin | Matt Griffin | Steward Concepts/Family Trust CU | http://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead |
| Griffin | Matt Griffin | Steward Concepts/Family Trust CU | On Being a Trusted Advisor – Part 2 |
| Gudka | Stephanie Gudka | Bellco CU | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Guerrieri | Sam Guerrieri | Canandaigua | http://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead |
| Guerrieri | Sam Guerrieri | Canandaigua National | Effective Ways to Gather Assets |
| Haines | Paul Haines | Atlantic Union | http://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up |
| Haines | Paul Haines | Atlantic Union | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Handy | Brandon Handy | CFS/SPF | http://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/ |
| Hansen | Paul Hansen | Key Bank | http://7v4.c71.myftpupload.com/bisa-trendwatch/august-2020-month-in-review |
| Harris | Wallace Harris Jr. | BMO Harris | http://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review |
| Harton | Russ Harton | Cetera | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Henry | David Henry | Financial Independence Group | Newest Trends in Life Settlements |
| Herrmann | Scott Herrmann | Elevations CU | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Hershon | Peter Hershon | Coventry | Newest Trends in Life Settlements |
| Hinsch | Josh Hinsch | Ameriprise | How Do We Stay Relevant? |
| Hinsch | Josh Hinsch | Ameriprise | The Evolution of Investment Services to Wealth Management |
| Hockett | Anna Hockett | Doxim | http://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/ |
| Hoffman | John Hoffman | Ameriprise | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020 |
| Holliday | Angela Holliday | Frost | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov |
| Holliday | Angela Holliday | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
| Hudson | Jeremy Hudson | Ameriprise | What is Wealth Management? |
| Jacobs | Neal Jacobs | Coventry | Newest Trends in Life Settlements |
| Jenner | Scott Jenner | Addison Ave | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Johannes | Brad Johannes | DECU | http://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/ |
| Johnson | Matthew | Ameriprise | Effective Ways to Gather Assets |
| Kantor | Ross Kantor | Hancock Whitney | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Kellman | Indya Kellman | Lakeland Bank | Deepening Client Relationships and Increasing AUM with Policy Reviews |
| Killgoar | Tim Killgoar | Raymond James | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Killgoar | Tim Killgoar | Raymond James | Continuing Our Channel’s Momentum |
| King | Heidi King | Wilson Bank & Trust | Top Women Advisors Unpack Success |
| Kleman | Darcy Kleman | Westland Financial | Servicing the Protection Need |
| Koll | Rich Koll | Investors Bank | http://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review |
| Koll | Rich Koll | Investors Bank | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Kruchten | Steve Kruchten | Raymond James | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Larson | Renee Larson | Raymond James | Leveraging Long Term Care Options to Enhance Client Relationships |
| Marasciullo | Joe Marasciullo | United Nations Credit Union | On the Road to Democratizing Investing |
| Marsh | Richard Marsh | M&T | http://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up |
| Martin | Annette | Fulton Bank | Top Women Advisors Unpack Success |
| Marx | John Marx | Elevations CU | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Maurer | Lyle Maurer | Regions | Being a Trusted Advisor |
| McAnelly | Jay McAnelly | Ameriprise | Executing Effective Broker-Dealer Due Diligence |
| McCarthy | Kevin McCarthy | Truist | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov |
| McCarthy | Kevin McCarthy | Synovus | What's Working Now |
| Meighan | Sean Meighan | Atria Wealth | Untangling ESG Investing |
| Melton | Chris Melton | Ameriprise | http://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up |
| Melton | Chris Melton | Ameriprise | Continuing Our Channel’s Momentum |
| Melton | Chris Melton | Ameriprise | Goodbye 2021 Hello 2022 – Lessons Learned |
| Melton | Chris Melton | Ameriprise | What's Working Now |
| Mintz | Max Mintz | Common Interests | Untangling ESG Investing |
| Miroballi | Mike Miroballi | Huntington | http://7v4.c71.myftpupload.com/bisa-trendwatch/june-2020-month-in-review/ |
| Miroballi | Mike Miroballi | Huntington | Growth Beyond the Branches |
| Mitchell | Dorothy Mitchell | US Bancorp | http://7v4.c71.myftpupload.com/bisa-trendwatch/august-2020-month-in-review |
| Mummau | Kevin Mummau | CFS/SPF | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020 |
| Murray | JC Murray | First Interstate Bank | http://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/ |
| Nasser | Sam Nasser | Ameriprise | Success Beyond Market Performance |
| Nonnengard | Jim Nonnengard | Regions | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Nonnengard | Jim Nonnengard | Regions | 1Q Game Review – 2Q Game Plan |
| Nordbeck | Steve Nordbeck | Achieve CU | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Norvell | Jacinda Norvell | Truist | Evolution of Business Models in our Channel |
| Norwood | Jim Norwood | Securities America | Goodbye 2021 Hello 2022 – Lessons Learned |
| O'Brien | Dan O'Brien | LPL | Goodbye 2021 Hello 2022 – Lessons Learned |
| Olerio | John Olerio | Webster | http://7v4.c71.myftpupload.com/bisa-trendwatch/june-2020-month-in-review/ |
| Orr | Scott Orr | Doxim | http://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/ |
| Osman | Arthur Osman | LPL | http://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/ |
| Overbey | Dan Overbey | Independent Financial | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Pedroncelli | Laura Pedroncelli | Addison Ave/First Tech CU | Top Women Advisors Unpack Success |
| Pellegrino | Dan Pellegrino | Webster Bank | On Being a Trusted Advisor – Part 2 |
| Pestikas | Jennifer Pestikas | ALEC Credit Union | Women in the Lead |
| Pollard | Cynthia Pollard | Gateway Services | http://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
| Reed | Patrick Reed | YourStake | Untangling ESG Investing |
| Rehhaut | Frank Rehhaut | Kinecta Credit Union | Servicing the Protection Need |
| Richard | Vance Richard | First Horizon | http://7v4.c71.myftpupload.com/bisa-trendwatch/leadership-perspectives-feb-march-2021 |
| Richter | John Richter | Everyday Life | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Rissman | Gabe Rissman | YourStake | Untangling ESG Investing |
| Rodriguez | Marco Rodriguez | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
| Rummel | LeAnn Rummel | Cetera | http://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/ |
| Sarafianos | Alex Sarafianos | Regions | Being a Trusted Advisor |
| Scanlon | James Scanlon | LIMRA | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Searcy | Josh Searcy | Independence Bank | http://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov |
| Sease | Tim Sease | South State Bank | Success Beyond Market Performance |
| Shields | Jennifer Shields | Midwood Financial | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
| Skarda | Joe Skarda | Key Bank | What is Wealth Management? |
| Steitz | Justin Steitz | Copper Financial/Community America CU | On the Road to Democratizing Investing |
| Stroud | Kyle Stroud | Centennial Bank | Strategic Roadmap for Second Half of 2021 |
| Stroud | Kyle Stroud | Centennial Bank | Executing Effective Broker-Dealer Due Diligence |
| Su | Ye Su | Partners CU (Disney) | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Surovik | Brian Surovik | Ameriprise | Growth Beyond the Branches |
| Sutter | Cheryl Sutter | American National Bank of Texas | Evolution of Business Models in our Channel |
| Tamarkin | Jake Tamarkin | Everyday Life | http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/ |
| Tedder | Jennifer Tedder | Cetera | Optimizing Advisor Recruiting |
| Thompson | Bob Thompson | S&T Wealth | http://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review |
| Tingey | Ryan Tingey | CFS/SPF | http://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/ |
| Totorri | Michael Totorri | First Hawaiian | http://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
| Trandafir | Teo Trandafir | UW Credit Union | http://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/ |
| Trandafir | Teo Trandafir | UW Credit Union | Servicing the Protection Need |
| Venn | Brian Venn | California Credit Union | Executing Effective Broker-Dealer Due Diligence |
| Zimmerman | David Zimmerman | Atlantic Union | How Do We Stay Relevant? |