BISA 2022 Annual Convention | Bank Insurance & Securities Association (BISA) | 27 February 2022 | Fontainebleau Miami Beach, 4441 Collins Ave, Miami Beach, FL 33140, USA

The educational program for the Convention features a variety of education sessions from 60-minute keynote presentations and 45-minute concurrent sessions to 15-minute quick-hit lightning sessions to help you navigate the future and adapt to grow your business. The convention theme carries through the educational content offered.

2022 Speakers

KEYNOTE SPEAKERS:

Nick Saban
Head Coach, University of Alabama Football

Mark Shulman
Drummer for P!NK

Dan Arnold
President and CEO, LPL Financial

Kirby Horan
EVP, LPL Financial

Tonia Bottoms
Managing Director and Senior Managing Counsel, BNY Mellon Pershing

Derek Penn
Author of "Diary of a Black Man on Wall Street: From Youngstown Ohio to the Big Apple"

CONCURRENT SESSIONS SPEAKERS:

Dr. Ken Kehrer
Principal Kehrer Bielan Research & Consulting

Brian Venn, CFP
Program Manager VP, Retirement & Investments, California Credit Union

Donny Rogers
President, Arvest Trust

Kelli Zandstra
Vice President, Ameriprise Advisor Center

Scott Stathis
Managing Partner, Stathis Partners, LLC.

Stephen Amarante
CEO, Infinex

Tim Killgoar
National Director, Financial Institutions, Raymond James

Chris Melton
National Director, Ameriprise Financial Institutions Group

Dan O'Brien
SVP, Institutional Sales Manager, LPL Financial

LeAnn Rummel
President and CEO, Cetera Financial Institutions

Eugene Elias Jr.
COO and Founding Partner, Atria Wealth Solutions (CFS/SPF)

Jackie Wilke
Vice President/Advisor Consultant, First Trust

Kristi Martin Rodriguez
Senior Vice President, Nationwide Retirement Institute

Keena Pettijohn
CEO & Founder, Lifelogixs Strategic Consultancy Group

Mac Gardner
Founder & Chief Education Officer at FinLitTech

Chris Heye, PhD
CEO and Founder, Whealthcare Solutions and Whealthcare Planning LLC

Tony Steuer
CLU, LA, CPFFE, Head Financial Wellness Advocate, Paperwork

John M. Tabb III
CFP, Co-Founder & President, Questis

Jillian Altamura
Head of Growth, Business Development, SIMON Markets

Connor Wilson
Head of Advisor Solutions, NYDIG

Nate Conrad
Head of Asset Management, NYDIG

LeAnn Rummel
President and CEO, Cetera Investment Services

Phil Hurst
Director of Wealth Management and Premier Banking, Cathay Wealth Management

Dan Dueweke
FVP, Program Manager, IB Wealth Management

Alex Sarafianos
Program Manager, Regions Investment Solutions

Caryl Falvey
Lead Marketing Strategist, MassMutual Strategic Distributors

Tonia Bottoms
Managing Director and Senior Counsel, BNY Mellon Pershing

Heather Goodman
Co-Founder, COO & President, True Capital Management LLC

Havier Rivero
COO, Insigneo

Nadder Souri
Head of Technology Segment, BNY Mellon

Wade Pfau
Director of Retirement Research, The American College

Matthew Lloyd
Chief Investment Strategist, Executive Director Advisor Consulting Group, Advisors Asset Management

PEER GROUP SPEAKER:

Blair C. Smith
Senior Director, Center for Financial Markets, Milken Institute

2022 Sponsors

• Athene
• Pershing