Increasing Investment Program Penetration

An Executive Retreat focused on best practices and case studies

The Riverside Hotel

Join us at The Riverside Hotel from February 1st through 4th for an exclusive, invitation-only three-day, two-night experience – Increasing Investment Program Penetration. This limited-attendance event will also feature a special post-meeting session, Leveraging AI on February 3rd and 4th.

February 2026

Main Session: Increasing Investment Program Penetration

Sunday February 1st to Tuesday February 3rd

Discussion Topics:

  • Optimizing referrals
  • Gaining the trust of internal COIs
  • Internal seminars & becoming the SME
  • Tiered delivery & increasing sales force size
  • Data mining & CRM
  • Increasing wallet share
  • Developing a Culture of servicing the Six Core Need

Schedule of Events

Sunday February 1st

  • Travel to Fort Lauderdale International Airport
  • 3:00 PM Group bus to The Riverside Hotel
  • 6:00 PM Welcome Reception
  • 7:00 PM Private group dinner

Monday February 2nd

  • 8:00 AM Group breakfast
  • 8:45 AM Case studies and best-practices discussions
  • 12:00 AM Sponsor Speed Dating
  • 1:00 PM Lunch
  • 2:30 PM Afternoon group recreational activity
  • 6:30 PM Private group dinner
  • 7:30 to 10:30 PM Live Music

Tuesday February 3rd

  • 8:00 AM Group breakfast
  • 8:45 AM Case studies and best-practices discussions
  • 11:00 AM Group Bus Departure to Fort Lauderdale International Airport

Post Session: Leveraging AI

Tuesday February 3rd

  • 12:00 PM Group Lunch
  • 1:00PM Case studies and best-practices discussions
  • 6:30 PM Cocktail Hour and Dinner reception

Wednesday February 4th

  • 8:00 AM Group breakfast
  • 9:00 PM AM Case studies and best-practices discussions
  • 11:00 AM Group Bus Departure to Fort Lauderdale International Airport

No Cost
Thanks to our sponsors, there is no cost to participate in the Industry Leadership Forums if you are an executive from a bank or credit union. (Product and service providers to the channel may participate only as sponsors. Please contact us for sponsorship information.)

Travel Reimbursement includes travel expenses up to $600 and your hotel room which will be booked by Stathis-Mittel (excluding incidentals) for the two evenings of the retreat. Reimbursement does not include meal expenses outside of those provided during the event. These reimbursements apply only to participants from banks and credit unions.

Flights
Flights are booked by the participant and airline receipts are submitted to Stathis-Mittel for reimbursement according to the terms above. We recommend booking flights early to avoid costs above the $600 maximum reimbursement. NOTE that since the venue is 15-20 minutes from FLL airport we do have a group bus departing from the airport at 3 PM EST on 2/1 so please book your flight in time to take this bus. The group bus for return flights will leave the Riverside Hotel at 11:00 AM EST on 2/3 and arrive at FLL airport at 11:20 AM EST so book return flights accordingly. If you plan on staying for the post session, we will also have a group bus for return flights that will leave the Riverside Hotel at 11:00 AM EST on 2/4 and arrive at FLL airport at 11:20 AM EST so book return flights according.

Hotel Reservations
Stathis-Mittel will make your hotel reservations at the hotel specified above for the two nights of the event. If you do not use Stathis-Mittel you will be responsible for your own reservations. We will email you a formal hotel reservation confirmation prior to the event. You may stay at the hotel more than two night at your own expense. If you’d like to do so please advise us so we can arrange the group discount for you.

Dress Code
Dress for the Industry Leadership Forums is casual. Be comfortable. Jeans are appropriate.

Cancellation Policy
Please register for this event only if you fully expect to attend. Attendance is limited and we make commitments to the venue and our sponsors based on the number of registered attendees. For that reason we must ask you to agree, by registering for this event, that if you cancel within 10 business days of the meeting you are subject to a charge equivalent to one night’s hotel stay. (Applicable only for non-sponsors.)

Forwarding Invitations
These events are by invitation only, however, if someone else in your organization should be attending this forum please feel free to pass along this invitation. All registrations will be reviewed for appropriateness.

Please confirm your attendance with either Scott Stathis or Bob Mittel. We hope you can join us!