Concurrent Sessions

When: Monday, March 2 | 3:15pm-4:00pm ET

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.

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

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.

Speaker:

BISA's 4th Annual Bracket Challenge - Finding Real Impact in the Age of AI Overload

When: Tuesday, March 3 | 1:45pm-2:30pm ET

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.

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

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.

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

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.

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

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.

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

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.

Speakers:

Tim Kehrer Principal Kehrer Group	LeAnn Rummel President & CEO Cetera Investment Services	Miles Milton EVP, Chief Wealth Management Officer Hancock Whitney Bank	Bill Moor, CTFA, AEP® President Capital City Wealth

How to Partner in Women's Financial Growth

When: Tuesday, March 3 | 1:45pm-2:30pm ET

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.

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

Location: HB Plant Ballroom C&D

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

Location: Ybor Salon I-III

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

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.

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

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.

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

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.

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

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.

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 Office Insured Retirement Institute	Joe Maringer SVP, National Sales Manager MassMutual Ascend

The Connected Advisor Journey: Using Digital Innovation to Reimagine Advisor Onboarding and Everboarding

When: Tuesday, March 3 | 1:45pm-2:30pm ET

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.

Speakers:

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 | 1:45pm-2:30pm ET

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.

Speakers:

The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change

When: Tuesday, March 3 | 2:45pm-3:30pm ET

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.

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

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.

Speaker:

Tim Pierotti Chief Investment Officer WealthVest	John Olerio Vice President, Wealth Management Lighthouse Credit Union	Tim Sease EVP, Managing Director SouthState Investment Services

Women, Wealth, and the Future of Attracting and Retaining Clients

When: Monday, March 2 | 4:15pm-5:00pm ET

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.

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	Neesha Mathur Executive Director, Product Management and Strategy Novartis