BISA Magazine - Quarter 2, 2017 - 2

BISA
MAGAZINE

BISA OFFICERS
Daniel J. McCormack
President
U.S. Bancorp
Investments, Inc

Michael Miroballi*
Secretary
Huntington Investment
Company

Dan Overbey
Past President
Atlantic Capital Advisors

Bruce A. Hagemann
Treasurer
BBVA Securities, Inc.

Frank A. Consalo
Vice President
Citi Personal Wealth

Vance Richard*
Vice President
Iberia Financial Services

James B. Nonnengard*
President-Elect
Regions Investment
Services, Inc.

BISA DIRECTORS
Stephen Amarante*
Infinex Financial Group

Rebecca M. Nelson
Tech CU

Rhomes Aur
FTB Advisors

John Olerio*
Webster Investment
Services

Brett C. Bowers
MidFirst Investment
Services
Bob Cole
Bank of Oklahoma
Financial

Arthur Osman*
LPL Financial
Institution Services
David Perez*
Securities America

Robert Corsarie
Fifth Third Securities Inc.

Jane-ellen Porter*
Peoples Securities

Frank Drago
Citizens Securities Inc.

Chris Radzom
Commerce Brokerage
Services

Wesley Egan
Wells Fargo Wealth
Management
Richard R. Guerrini
PNC Investments
Tim Killgoar
Raymond James
Kevin McCarthy
SunTrust
Kevin Mummau
CUSO Financial
Services, LP/Sorrento
Pacific Financial, LLC

LeAnn Rummel
Cetera Financial
Institutions
R. Tabb Evans III
BB&T
Gene Todd*
First Bank
Douglas C. Wicks
Kinecta Financial
Management Company

BISA Magazine STAFF
Jeff Hartney
Publisher

Steve Biernacki
Design

Andrew Singer
Editor-in-Chief

Francine Garner
Advertising Sales
(202) 367-2343
advertising@bisanet.org

Jason Meyers
Managing Editor
Gina Lauer
Copy Editor

BISA Magazine EDITORIAL
ADVISORY COMMITTEE
Brett C. Bowers
MidFirst Investment
Services
Robert Corsarie
Fifth Third Securities, Inc.

2

Kevin Mummau
CUSO Financial Service,
LP/Sorrento Pacific
Financial, LLC

PRESIDENT'S LETTER
Thought Leadership
Successfully navigating the industry's current trends and
turning them into opportunity requires members to remain
vigilant on industry thought leadership. BISA seeks to be a
valued resource delivering timely and relevant thought
leadership for members. This strategic initiative for BISA
took various forms in the first half of 2017.
* Now more than ever, it is critical for our business to
receive news from trusted channels. During the 2017
BISA Annual Convention, we launched a new online hub,
BISA Portfolio (portfolio.bisanet.org) as part of a comDaniel J. McCormack
prehensive content strategy. Our goal is for BISA PortBISA President
folio to become your primary online source for critical
and relevant industry news, insights, feature articles and
other important information from a variety of sources.
At the same time as the launch of BISA Portfolio, we joined the world of social
media with a new LinkedIn group and Twitter account. I encourage all members to join the LinkedIn group and follow @ BISATweets to receive important
industry and association news from BISA.
* Also during the convention, BISA introduced the BISA Diversity Award to
recognize an organization within the financial industry that demonstrates leadership, resourcefulness and results in driving diversity and inclusion with its
business. The BISA Diversity Award is the latest in a series of initiatives by BISA
to support our member firms to drive business results by attracting, developing and retaining diverse talent through awareness, education and community
engagement. The BISA Diversity Award, to be distributed on an annual basis,
also will help promote best practice sharing of effective diversity strategies
and tactics that create an impact within the industry. BISA will begin accepting
nominations from member companies for the inaugural BISA Diversity Award
in fall 2017 with the winner being announced at the BISA Annual Convention,
March 6-9, 2018, in Hollywood, Fl.
* Shortly after the convention, BISA released results from the 2016/2017 Annual
Industry Checkup, conducted by Kehrer Bielan Research & Consulting and
sponsored by BISA. Since 2012, Kehrer Bielan has combined proprietary and
industry data to provide this annual review of the health of the investment
services industry as it relates to banks and credit unions. The Industry Checkup
provides valuable insight to BISA members. Executives who manage investment
services inside banks and credit unions use the report to evaluate their businesses against their peers and the industry, while product and service providers
track important trends in the financial institution channel. If you are a member
who did not receive the report, contact bisa@BISAnet.org to request access to it.
Beyond the items listed above, BISA provides thought leadership in the form of inperson events including the annual Regulatory & Compliance Summit. Mark your
calendar for the 2017 Regulatory & Compliance Summit taking place November
13-14, at the Mandarin Oriental Hotel in Washington D.C. As the year progresses, I
will share updates on the BISA thought-leadership initiatives in this column. ▲

Marc Vosen,
Committee Chair
Key Investment
Services, LLC

BISA Magazine is published quarterly by the
Bank Insurance & Securities Association.
* New board
officers and directors
www.bisanet.org

Daniel J. McCormack, BISA President


http://portfolio.bisanet.org http://www.bisanet.org

Table of Contents for the Digital Edition of BISA Magazine - Quarter 2, 2017

Table of Contents
BISA Magazine - Quarter 2, 2017 - Cover1
BISA Magazine - Quarter 2, 2017 - Cover2
BISA Magazine - Quarter 2, 2017 - Table of Contents
BISA Magazine - Quarter 2, 2017 - 2
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BISA Magazine - Quarter 2, 2017 - Cover3
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http://www.nxtbook.com/nxtbooks/bisa/2017q4
http://www.nxtbook.com/nxtbooks/bisa/2017q3
http://www.nxtbook.com/nxtbooks/bisa/2017q2
http://www.nxtbook.com/nxtbooks/bisa/2017q1
http://www.nxtbook.com/nxtbooks/bisa/2016q4
http://www.nxtbook.com/nxtbooks/bisa/2016q3
http://www.nxtbook.com/nxtbooks/bisa/2016q2
http://www.nxtbook.com/nxtbooks/bisa/2016q1
http://www.nxtbook.com/nxtbooks/bisa/2015q4
http://www.nxtbook.com/nxtbooks/bisa/2015q3
http://www.nxtbook.com/nxtbooks/bisa/2015q2
http://www.nxtbook.com/nxtbooks/bisa/2015q1
http://www.nxtbook.com/nxtbooks/bisa/2014q4
http://www.nxtbook.com/nxtbooks/bisa/2014q3
http://www.nxtbook.com/nxtbooks/bisa/2014q2
http://www.nxtbook.com/nxtbooks/bisa/2014q1
http://www.nxtbookMEDIA.com