Automation in Action: Funding, Building, and Scaling Tech That Delivers
When: Monday, March 2 | 3:15 PM-4:00 PM
Location: HB Plant Ballroom C&D
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.
Track: Applied Innovation: Digital, Data, Technology, and AI
Speakers:
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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. |
How to Organize Wealth Management in a Financial Institution: A Debate Between Today's Wealth Leaders
When: Monday, March 2 | 3:15 PM -4:00 PM
Location: Ybor Salon IV
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.
Track: Client Experience (CX), Personalization & Trust
Speakers:
Making Sense of the Political and Regulatory Environment After the Big Beautiful Bill: More Shoes to Drop
When: Monday, March 2 | 3:15 PM-4:00 PM
Location: HB Plant Ballroom A&B
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.
Track: Client Experience (CX), Personalization & Trust
Speakers:
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Mark Quinn
Director of Regulatory Affairs
Cetera Financial Group |
Andrew Hartnett
VP for Regulatory Affairs and Deputy General Counsel
Financial Services Institute |
Small Room Big Deal
When: Monday, March 2 | 3:15 PM-4:00 PM
Location: Ybor Salon I-III
Description: A high-energy, gamified breakout where financial professionals master high-stakes boardroom meetings in a fun and competitive environment.
Track: Wealth Transfer, Women & Household Growth
Speakers:
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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 | 3:15 PM-4:00 PM
Location: Ybor Salon V
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.
Track: Advisor Lifecycle, Succession & Compensation
Speakers:
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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 |
Between Generations: Helping Clients Plan, Care, and Thrive
When: Monday, March 2 | 4:15 PM -5:00 PM
Location: HB Plant Ballroom C&D
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.
Track: Wealth Transfer, Women & Household Growth
Speaker:
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Patti Hausherr
VP Retail Strategy
Athene
DRiving Protection Planning and Wealth Transfer to Create Measurable Growth
When: Monday, March 2 | 4:15 PM-5:00 PM
Location: HB Plant Ballroom A&B
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.
Track: Client Experience (CX), Personalization & Trust
Speakers:
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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 |
Current State of AI in Wealth Management
When: Monday, March 2 | 4:15 PM-5:00 PM
Location: Ybor Salon IV
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.
Track: Applied Innovation: Digital, Data, Technology, and AI
Speaker:
Brian Busch
Senior Manager, Technology Consultant
Fidelity Investments
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Women, Wealth, and the Future of Attracting and Retaining Clients
When: Monday, March 2 | 4:15 PM-5:00 PM
Location: Ybor Salon V
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.
Track: Wealth Transfer, Women & Household Growth
Speakers:
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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 |
Dr. Heather Kidwell
DSM - Founder
Humanity Drive Leadership |
Restart Organic Growth from Within – How to Maximize Wealth Management Opportunities for Banks & Credit Unions
When: Monday, March 2 | 4:15 PM-5:00 PM
Location: Ybor Salon I-III
Description: This session shares the key strategies deployed by top growth advisors that establish a strong foundation for growth, boost efficiency and increase productivity with peer-tested templates and metrics.
Track: Advisor Lifecycle, Succession & Compensation
Speakers:
BISA's 4th Annual Bracket Challenge - Finding Real Impact in the Age of AI Overload
When: Tuesday, March 3 | 1:45 PM-2:30 PM
Location: Ybor Salon V
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.
Track: Applied Innovation: Digital, Data, Technology, and AI
Speaker:
Kelly Lytle
Chief Commercial Officer
Proformex
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How to Partner in Women's Financial Growth
When: Tuesday, March 3 | 1:45 PM-2:30 PM
Location: HB Plant Ballroom C&D
Description: This session explores opportunities to partner with Women's Financial Growth, including priorities, retirement visions, and financial confidence-building strategies.
Track: Wealth Transfer, Women & Household Growth
Speaker:
Chelsea Joyner
Key Account Manager
MassMutual Strategic Distributors
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Self-Funding Growth: Balancing Advisor Force Roles to Maintain Profit Margin as You Add Advisors
When: Tuesday, March 3 | 1:45 PM-2:30 PM
Location: Ybor Salon IV
Description: Learn how to increase fee income by adding advisors without reducing profit margins, using proprietary data and timing strategies for hiring and promotions.
Track: Advisor Lifecycle, Succession & Compensation
Speakers:
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Angelo Pietri
SVP, Client Experience
Osaic Institutions |
Tim Kehrer
Principal
Kehrer Group |
Frank Van Wert
SVP, Client Experience
Osaic Institutions |
The Connected Advisor Journey: Using Digital Innovation to Reimagine Advisor Onboarding and Everboarding
When: Tuesday, March 3 | 1:45 PM-2:30 PM
Location: Ybor Salon I-III
Description: Learn how firms are reimagining the Connected Advisor Journey—from pre-boarding to ongoing "everboarding"—using AI-powered platforms and journey-mapping methodologies to improve advisor readiness, compliance, and client experience.
Track: Applied Innovation: Digital, Data, Technology, and AI
Speakers:
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Mark Magnacca
President
Allego Inc |
Jared Geisler
Revenue Enablement Manager
Zions Bancorporation |
Antoine Walthour
Head of Client Experience and Service
MassMutual |
Two Birds, One Stone: How Managers Have Encouraged Advisors to Embrace Financial Planning and Insurance Services
When: Tuesday, March 3 | 1:45 PM -2:30 PM
Location: HB Plant Ballroom A&B
Description: Beyond identifying the problem, this session will review the various approaches managers have used to encourage financial planning and insurance services, and draw on proprietary research and front-line experience to parse out which are working, and how.
Track: Client Experience (CX), Personalization & Trust
Speakers:
Creating a Client-centric Partnership with Your Consumer Bank
When: Tuesday, March 3 | 2:45 PM -3:30 PM
Location: Ybor Salon I-III
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.
Track: Client Experience (CX), Personalization & Trust
Speakers:
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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
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The Client of Tomorrow
When: Tuesday, March 3 | 2:45 PM -3:30 PM
Location: Ybor Salon V
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.
Track: Applied Innovation: Digital, Data, Technology, and AI
Speakers:
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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 Office
Insured Retirement Institute |
Joe Maringer
SVP, National Sales Manager
MassMutual Ascend |
The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change
When: Tuesday, March 3 | 2:45 PM -3:30 PM
Location: Ybor Salon IV
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.
Track: Client Experience (CX), Personalization & Trust
Speaker:
H Adam Holt
Founder and CEO
Asset-Map
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The Great Wealth Transfer and the K-Shaped Economy
When: Tuesday, March 3 | 2:45 PM-3:30 PM
Location: HB Plant Ballroom A&B
Description: Explore the over $90 trillion Great Wealth Transfer and how structural disadvantages for younger cohorts present opportunities for financial professionals and the economy.
Track: Wealth Transfer, Women & Household Growth
Speaker:
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Tim Pierotti
Chief Investment Officer
WealthVest |
John Olerio
Vice President, Wealth Management
Lighthouse Credit Union |
Tim Sease
EVP, Managing Director
SouthState Investment Services |