We are pleased to announce that the Kehrer-Bielan Regional Bank Brokerage CEO Roundtable is happening on January 11-12. 

This study group of the CEOs of regional bank brokerage businesses leverages participant and  product partner insights and industry research that will have the most impact improving each participant's business in the months ahead.  

We'll accomplish this through participants sharing of experience in an interactive roundtable format organized around an agenda designed to stimulate in-depth examination of key topics.   This format has been effectively used since 2009, with separate roundtable discussion groups for the 30 largest banks and regional institutions.  The goal is for the participant to leave the conference with five tangible action steps that they will implement in their business.

Highlights

The discussion will be moderated by Dr. Kenneth Kehrer, whose research has enabled the bank brokerage industry to monitor industry trends, benchmark performance, and identify best practices, and Peter Bielan, who has more than 25 years of experience in providing advice to people who invest where they bank and managing and building bank brokerage insurance programs.

Topics include:

Trends in Bank Brokerage and Advisor productivity

Recruiting and retaining Advisors

Transitioning to fee based business

How to incent for referrals under Reg. R

Expanding Life Insurance sales

Selling market linked and structured CDs

Integrating with Wealth Management

Event Details

The meeting will begin with a welcome luncheon at noon on Wednesday, January 11th and concludes at 1:00 pm on Thursday, January 12th. Thanks to our sponsors, there is no fee to participate and group meals are complimentary. Final agenda will ultimately be determined with input from the Attendees and Co-sponsors.

Travel & Accommodations

Accommodations should be made through the online registration.  We will reimburse travel expenses for attendees up to $600, and cover your hotel accommodation (excluding incidentals) for the evening of the meeting.

Sponsorship

This roundtable is made possible through the participation of our sponsors. We acknowledge the organizations, including the individual champions within each, for their contributions and support. If you are interested in receiving more information or sponsoring this event, please contact Peter Bielan at peterbielan@gmail.com.