BISA

The time you've been waiting for is finally here: registration for the BISA 2026 Annual Conference is officially open! There is so much planned for this leading event, taking place in Tampa Bay, March 1-4, 2026. From insightful concurrent sessions to unforgettable networking opportunities, you won't want to miss out on this event. Secure your spot while early-bird registration rates are valid. Learn more: https://lnkd.in/gKb2wZnG

The 2025 issue of the BISA Portfolio magazine platforms perspectives from more than a dozen industry members and BISA leaders on topics including differentiation, artificial intelligence and behavioral finance. Hear from John Olerio in his article, What It Means to Be a Connected Advisor. Members can access the digital magazine today: https://lnkd.in/gD6ZSRGR

Hear from Greg Lowman, Vice President of Advocacy and Policy Communications at Fidelity Investments, as he shares insights on financial policy and regulatory trends shaping our industry. Don’t miss his session at the BISA 2025 R&C Summit, taking place November 18-19 in Washington D.C.! Learn more: https://lnkd.in/g-dFAnkM #BISA #Regulatory #Compliance #FinancialServices

From phishing schemes targeting high-net-worth clients to BEC, ransomware, and even fake phone/video calls - cyber risks are evolving fast. Join FBI Special Agent Jonathan Lund at the BISA 2025 R&C Summit, November 18-19 in Washington, D.C. for an inside look at the latest threats and critical red flags firms must watch. Don’t miss this session: register today! https://lnkd.in/g-M27ewQ

Shape the conversation at the BISA 2026 Annual Conference! Our program will feature dynamic keynotes and engaging concurrent sessions - many driven by proposals from BISA members. Have an idea to share? Submit your session proposal by September 24, 2025. Don’t miss your chance, submit today! Learn more about the process here: https://lnkd.in/gvACa9ss

Help the next generation of leaders shine. 🌟 Applications for the BISA Rising Stars Program are now open! Encourage an emerging professional in your organization or network to explore this opportunity to build connections, develop leadership skills and become more involved in the industry. Up to 15 Rising Stars will be selected for the Class of 2027. Who will you encourage to apply? Learn more: https://lnkd.in/etPUA5m #BISARisingStars #LeadershipDevelopment #FinancialServices #ProfessionalDevelopment