2019 Forum and Industry Workshop Dates
March 6th – TPM Client Bank/Credit Union Peer Group at the BISA Conference
Peer group moderation: Evolution of program structure, compensation, fees, advisor optimization, and internal partnerships
March 7th – Why an Investment Program is Critical to the Future of Banking at BISA Conference
Panel Discussion Moderation: This session will discuss the value an investment program brings to the institution and how to communicate that value to executive management of the institution to achieve maximum buy-in.
May 14-15 – New Orleans – Investment, Insurance & Technology Optimization
This will be a gathering of investment program executives focused on optimizing program performance by leveraging evolving technologies as well as increasing operational efficiencies to stay profitable.
June 5-6 – Loews South Beach- Annual Bank Life Council
A meeting of life insurance program leaders focused on increasing life sales through the bank and credit union channel.
Oct 2-3 – Indianapolis– Licensed Banker and Multi-Channel Distribution Forum
The third annual meeting of executives focused on leveraging platform program and alternative distribution models to optimize institution client penetration.
Nov 21-22 – Hard Rock Orlando – Program Best Practices Year-End Wrap-Up
A peer group forum where the discussion will focus on best-practices in successfully growing investment and insurance programs. This year-end wrap-up 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.
2018 Forum Dates
January 23-24 – Investments and Insurance Summit
Product Strategies for Tiered Delivery Channels
May 23-24 – Orlando – Competing in a Commoditized World
A forum for Program & Sales Managers
June 13-14 – New Orleans – Bank Life Council
A forum for executives committed to being catalysts for improving life sales in the channel.
Sept 25-27 – Tech Demo Days (Postponed until 2019, date TBD)
A unique event where operations and technology executives can experience technology demos by leading industry providers and join a group of peers to discuss leveraging technology to meet the evolving challenges of the market.
Oct 23-24 – Indianapolis– Platform Program Forum
The second annual meeting of executives focused on leveraging the platform program to optimize the effectiveness of a tiered rep force.
Dec 11-12 – Orlando – Investment and Insurance Summit
A forum for executive leaders and product managers where the discussion will focus on best-practices in successfully providing investment and insurance guidance. This year-end wrap-up 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.