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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!

**Please note that these webinars are closed to the media unless otherwise stated**

**Non-BISA Members are welcome to attend at the price of $50 per registrant, per webinar**

If you have any questions or concerns, please contact Leigh Maltby either via e-mail at or by phone at (202) 367-2460.

​Upcoming Webinars


​September 2015

"Bankers Aren't Selling:  Did you hire them that way or make them that way?"
Tony Cole, Anthony Cole Training Group, a BISA Associate Member

Date:  Wednesday, September 9, 2015

Time:  2:00 PM - 3:00 PM ET

Registration and Cost:

BISA Members' Employees:  FREE -

Non-Members:  $50 per registrant -


The core function of your sales team is to drive revenue. Yet, there are self-limiting obstacles that prevent them from delivering the results your bank needs and desires. Knowing how to identify those obstacles and coach your sales people through them is your key to achieving your sales team’s revenue goals.

Tony Cole, owner of Anthony Cole Training Group, will show you how to identify and remove obstacles that negatively impact sales. You’ll be armed with the tools you need to bring out the best in your bankers and advisors to hit your revenue targets.

In this session, you'll learn how to:

  • Identify the 4 critical performance factors that your sales people must possess to succeed
  • Use key techniques to uncover these factors in candidates and your team
  • Expose the roadblocks that create under performance in sales people
  • Become a better coach to drive sales team performance


"Infinex Investment Program Blueprint"
Infinex Group, BISA Associate Member


Date:  Wednesday, September 23, 2015

Time:  2:00 PM - 3:00 PM ET

Registration and Cost:

BISA Members' Employees:  FREE - TBD

Non-Members:  $50 per registrant -


Description coming soon!


October 2015

"How to Hire Bankers Who Can Sell:  Reduce your turnover by 50%"

Tony Cole, Anthony Cole Training Group


Date:  Wednesday, October 7, 2015

Time:  2:00 PM - 3:00 PM ET

Registration and Cost:

BISA Members' Employees:  FREE -

Non-Members:  $50 per registrant -


Hiring the wrong salespeople is a 7-digit problem for many companies.  No one sets out to hire their next “average” salesperson but, in fact, 75% of replacement hires are as bad as or worse than the salespeople they replaced! Finding and hiring better salespeople is serious business, so you need a system that works.

How to Hire Bankers Who Can Sell workshop will focus on a proven and practical hiring process that has been used successfully by many banks.  It will provide participants with a set of resources for building a highly productive, sales-driven advisor team that will help you consistently out-perform your competitors.

In this session, you will learn:

  • A 5-step process to hire your next Sales Superstar
  • How to build a Profile and Job Post to attract the right sales people
  • How to use a Pre-Screen Hiring tool before you fall in love with a candidate
  • How to save hours of time and effort with the 5-Minute Interview
  • How to hire salespeople who can sell, and more importantly, will sell, for your bank


November 2015

"Motivate Your Team of Bankers and Advisors:  How much are your middle producers costing you in lost revenue?"
Tony Cole, Anthony Cole Training Group


Date:  Wednesday, November 4, 2015

Time:  2:00 PM - 3:00 PM ET

Registration and Cost:

BISA Members' Employees:  FREE -

Non-Members:  $50 per registrant -

One of the most challenging aspects of every sales manager’s job is determining what motivates their sales people to drive toward their next level of achievement. Even though different things motivate people, there are specific activities that great motivational sales coaches use to connect with and inspire their sales people. Imagine the impact on your revenue if more of your advisors were operating at peak performance.

Tony Cole, sales management thought leader and founder of Anthony Cole Training, has spent more than 2 decades implementing motivational activities that instill trust, enthusiasm and activities which drive that extra effort within banking sales teams.

In this session, you will learn how to:

  • Understand and utilize the essential characteristics of “The Motivator” sales manager
  • Develop a Personal & Business Goal Work Plan that is a dynamic motivational tool for your team
  • Establish and communicate extraordinary standards that will increase engagement and sales results
  • Implement a high impact “huddle” that will focus your sales people on driving revenue
  • Have “the conversation” with your middle producers to ignite their fire



more Calendar

11/16/2015 » 11/17/2015
Regulatory and Compliance Summit

3/15/2016 » 3/18/2016
2016 BISA Annual Convention

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