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Web Series



Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.


April Webinars

Title: Social Security - Getting the Most Out of Your Benefits 

Presented By: AXA Distributors

Date: Wednesday, April 5, 2017

Time: 2:00 - 2:30 PM EST

Registration & Cost: Free for BISA members, $50.00 for non members (click here

Providing guidance on how to maximize Social Security benefits can help strengthen existing client relationships as it’s one of the most important decisions clients face about retirement. This presentation focuses on how Social Security benefits play a key role in retirement income planning, and simplifies strategies on when to start taking benefits, the impact of working while receiving benefits, and the future of Social Security. Learn how to help your clients make a suitable decision based on their unique needs by analyzing different Social Security strategies.


Title: Compliance Roundtable Webcast for Bank Affiliated Broker-Dealers

Presented By: ACA Compliance Group

Date: Tuesday, April 11, 2017

Time: 2:00 - 3:30 PM EST

Registration & Cost: Complimentary for all BISA members

Speaker: Tammy Tam, Principal Consultant ACA Compliance Group

Speaker: David Porteous, Partner, Faegre Baker Daniels

Speaker: Jarrett Jacobs, Chief Compliance Officer, Fifth Third Securities, Inc.

Webcast Discussion Includes:

  • Conflicts of interest
  • Cybersecurity
  • Cross-selling



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6/7/2017 » 6/9/2017
2017 CEO Retreat

3/6/2018 » 3/9/2018
2018 BISA Annual Convention

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