Automation in Action: Funding, Building, and Scaling Tech That Delivers
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: In this dynamic, no-fluff panel, financial institution leaders will share real-world automation strategies that have modernized operations, reduced cost and risk, and improved the accuracy and utility of enterprise data. Through case study-driven dialogue, attendees will explore how multiple firms have implemented data aggregation, compensation automation, and analytics capabilities that directly improved business outcomes. Expect practical takeaways, first-hand insights, and a roadmap for action.
Speakers:
- Kristefor Lysne – President, Terrapin Technologies, Inc.
- Arthur Osman – Managing Director, Arthur Osman & Company
- Jim Corbett – Chief Executive Officer, Wintrust Investments
- Tom Mudlaff – President, United Brokerage Services, Inc.
Between Generations: Helping Clients Plan, Care, and Thrive
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: Nearly one in four Americans belongs to the Sandwich Generation, a group defined by their responsibilities to family members. This session shares insights from a survey of Americans ages 40 to 59 who provide support to adult children and elderly relatives. Attendees will gain a better understanding of this demographic and learn strategies to create greater market distinction and position themselves as thought leaders.
Speaker:
- Patti Hausherr – VP Retail Strategy, Athene
BISA's 4th Annual Bracket Challenge - Finding Real Impact in the Age of AI Overload
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: This session is a fun, interactive panel with three rounds of 1:1 matchups from a pool of eight contestants. Participants respond to spontaneous prompts about real industry challenges in evaluating and adopting new technologies like AI. Expect audience participation, unexpected twists, and an entertaining yet educational experience.
Speaker:
- Kelly Lytle – Chief Commercial Officer, Proformex
Creating a Client-centric Partnership with Your Consumer Bank
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: This session is for Banking & Wealth Management leaders to learn how some of the best financial institutions have garnered more wallet share, obtained more non-interest income, and satisfied the financial needs of their clients/members through a client-centric partnership approach. Hear from industry leaders who understand, adopt, and generate positive results for their constituents within their respective financial institutions.
Speakers:
- Brandon Greve – Head of Investment Services, Regions Bank
- Jim Fujinaga – Senior Advisor, Alvarez and Marsal
- Carrie Valek – President of Consumer Banking, First Merchants Bank
- Robert Corsarie – President, Fifth Third Securities
Current State of AI in Wealth Management
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: Artificial Intelligence is rapidly transforming the wealth management industry—redefining how firms operate, engage clients, and deliver value. This presentation shares key insights from Fidelity’s survey of professionals across wealth management firms, including executives, advisors, and support teams, on how generative AI is being used, challenges, and opportunities ahead.
Speaker:
- Marissa Herr – Head of Technology Consulting, Institutional Wealth Management Services
Driving Protection Planning and Wealth Transfer to Create Measurable Growth
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: With $45 trillion in assets moving from current retirees to the next generation, how are you protecting your program with wealth transfer and protection solutions? This session provides insights to elevate insurance planning & wealth transfer within your programs, based on real-world director experience.
Speakers:
- Molly Glaser – SVP, Sr Managing Director, Consumer & Wealth Insurance, Huntington Insurance/Huntington Bank
- Robert Mittel – Managing Director, Midwood Financial Services
- David Jabczenski – Vice President of Wealth Management, Wescom Credit Union
- John Olerio – Vice President Wealth Management, Lighthouse Credit Union
How to Organize Wealth Management in a Financial Institution: A Debate Between Today's Wealth Leaders
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: Decades of disappointing growth have led some financial institutions to reassess delivery of wealth management services. This session debates traditional segmentation versus integrated models, combined with benchmarking data from Kehrer Group, providing clarity on advantages and disadvantages.
Speakers:
- Tim Kehrer – Principal, Kehrer Group
- LeAnn Rummel – President & CEO, Cetera Investment Services
- Miles Milton – EVP, Chief Wealth Management Officer, Hancock Whitney Bank
How to Partner in Women's Financial Growth
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: This session explores opportunities to partner with Women's Financial Growth, including priorities, retirement visions, and financial confidence-building strategies.
Speaker:
- Chelsea Joyner – Key Account Manager, MassMutual Strategic Distributors
Making Sense of the Political and Regulatory Environment After the Big Beautiful Bill: More Shoes to Drop
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: Explore the implications of recent financial policy changes, including the One Big Beautiful Bill Act and presidential executive orders, on investors and client expectations for financial advisers.
Speakers:
- Mark Quinn – Director of Regulatory Affairs, Cetera Financial Group
- Andrew Hartnett – VP for Regulatory Affairs and Deputy General Counsel, Financial Services Institute
Restart Organic Growth From Within - a Segmentation-Led Strategy for Banks & Credit Unions
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: This session shares a segmentation-led playbook for activating internal levers in U.S. wealth management, improving advisor productivity, lead yield, and career paths with peer-tested templates and metrics.
Speakers:
- Douglas Riccitelli – Head of Wealth Services, Flagstar Bank
- Mark Potter – President, Commerce Financial Advisors
- Tim Sease – EVP, Managing Director, SouthState
- Heather Broderick – SVP, Institution Client Success, LPL Financial
Self-Funding Growth: Balancing Advisor Force Roles to Maintain Profit Margin as You Add Advisors
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: Learn how to increase fee income by adding advisors without reducing profit margins, using proprietary data and timing strategies for hiring and promotions.
Speakers:
- Angelo Pietri – SVP, Client Experience, Osaic Institutions
- Tim Kehrer – Principal, Kehrer Group
- Frank Van Wert – SVP, Client Experience, Osaic Institutions
Small Room Big Deal
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: A high-energy, gamified breakout where financial professionals master high-stakes boardroom meetings in a fun and competitive environment.
Speakers:
- Bill Sweeney – Head of Creative Storytelling, Global Atlantic
- Jeannie Underwood – Director, Head of The Consulting Group, KKR/Global Atlantic
The Advisor Journey: Charting the Path for Your Advisors from Hire to Succession
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: This session provides a practice management handbook for developing advisor career roadmaps, including key activities to coach at each stage of advancement, with insights from successful leaders.
Speakers:
- Denise Tognarina – Consultant, The Bielan Group
- Merrill Stewart – Program Manager, Allegacy Federal Credit Union
- Peter Bielan – Founder, The Bielan Group
- Robert Corsarie – President, Fifth Third Securities
The Client of Tomorrow
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: Explore how the financial services industry can meet evolving client expectations, leverage digital tools, and navigate regulation, with applied innovation and human connection at the center.
Speakers:
- Andrew Barnett – VP of Technology Innovation, Financial Independence Group
- Keith Burger – EVP, Head of FIG Institutional, Financial Independence Group
- Katherine Dease – Chief Technology and Innovation Officer, Insured Retirement Institute
- Joe Maringer – SVP, National Sales Manager, MassMutual Ascend
The Connected Seller Journey: Using Digital Innovation to Reimagine Advisor Onboarding and Everboarding
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: Learn how firms are reimagining the Connected Seller Journey—from pre-boarding to ongoing "everboarding"—using AI-powered platforms and journey-mapping methodologies to improve advisor readiness, compliance, and client experience.
Speakers:
- Mark Magnacca – President, Allego Inc
- Jared Geisler – Revenue Enablement Manager, Zions Bancorporation
- Antoine Walthour – Head of Client Experience and Service, MassMutual
The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: Learn how Advisor Intelligence combined with human connection drives client loyalty and growth. This session provides actionable frameworks to elevate client conversations and future-proof practices in the age of generative AI.
Speaker:
- H Adam Holt – Founder and CEO, Asset-Map
The Great Wealth Transfer and the K-Shaped Economy
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: Explore the over $90 trillion Great Wealth Transfer and how structural disadvantages for younger cohorts present opportunities for financial professionals and the economy.
Speaker:
- Tim Pierotti – Chief Investment Officer, WealthVest
Women, Wealth, and the Future of Attracting and Retaining Clients
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: This panel explores the critical role women play in the Great Wealth Transfer. Featuring behavioral insights, financial strategies, and leadership perspectives, attendees will learn how to engage women clients effectively and rethink traditional wealth management approaches.
Speakers:
- LeAnn Rummel – President & CEO, Cetera Investment Services
- Andrea Heger – President and CEO, Franklin Madison
- Rebecca Robinson – Executive Director Enterprise Wealth Management, Zions Bancorporation
- Jim Fujinaga – Senior Advisor, Alvarez and Marsal (Panel Facilitator)
- Neesha Mathur – Executive Director, Product Management and Strategy (Behavioral Scientist), Novartis