Year after year, the BISA Annual Conference pulls together focused and intentional education sessions to provide you with actionable insights, perspectives, and direction while navigating a path forward within the industry. 2026 is no different — learn more about the 20 concurrent sessions, spread out across the three days of the event, that fall into the below education tracks. The conference also features four keynote sessions.
Check back for more session and speaker information shortly.
Advisor Lifecycle, Succession & Compensation
Build a high-performing advisory force from the inside out.
This track explores how leading institutions are driving organic growth by rethinking advisor segmentation, compensation, and career development. From onboarding to succession, sessions offer actionable strategies to align advisor roles with client needs, protect institutional interests, and scale talent without sacrificing margin. Learn how to coach for performance, structure compensation for growth, and create compelling career paths that attract and retain top talent.
Applied Innovation: Digital, Data, Technology & AI
Cut through the noise — deploy innovation that delivers.
This track showcases how forward-thinking firms are using AI, automation, and digital platforms to solve real business challenges. From advisor onboarding to compensation automation, sessions highlight practical, scalable solutions that improve efficiency, compliance, and client outcomes. You’ll leave with a clear-eyed view of what’s working, what’s hype, and how to build a tech strategy that’s as human as it is high-performing.
Client Experience, Personalization & Trust
Deliver advice that’s personal, protective, and built for trust.
This track explores how leading institutions are elevating the client experience through integrated wealth models, financial planning adoption, and internal partnerships that drive loyalty and revenue. Sessions highlight how to embed protection strategies—like insurance and retirement income planning—into everyday advisory conversations, ensuring clients are not only served, but safeguarded. You’ll gain actionable insights on building trust, navigating regulatory complexity, and delivering value that lasts—through every channel, every conversation, and every life stage.
Wealth Transfer, Women & Household Growth
Win the Great Wealth Transfer by understanding who’s next — and what they value.
This track dives into the demographic and behavioral shifts reshaping wealth management. With women and multigenerational households poised to control unprecedented assets, sessions explore how to engage these segments with empathy, insight, and relevance. From caregiving clients in the “Sandwich Generation” to high-stakes boardroom conversations, you’ll gain tools to modernize your approach, deepen trust, and retain assets across generations.