An Executive Retreat focused on best practices and case studies
Join us in at the Hotel Indigo in Savannah, Georgia from June 1st through 3rd for an exclusive, invitation-only three-day, two-night experience – Increasing Investment Program Penetration.
June 2026
Elevating Advice by Leveraging Partners & Specialists
Monday June 1st to Wednesday June 3rd
Discussion Topics:
- Vendor to Partner conversion
- Defining a good business partner relationship
- Categorizing partner types
- Aligning objectives
- Internal partners and external partners
- Assessing the ROI on specialist
- Types of solutions specialists
- Center of Influence relationship development
Schedule of Events
Monday June 1st
- Travel to Savannah/Hilton Head International Airport
- 6:00 PM Welcome Reception
- 7:00 PM Private group dinner
Tuesday June 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
Wednesday June 3rd
- 8:00 AM Group breakfast
- 8:45 AM Case studies and best-practices discussions
- 11:00 AM Meeting adjourn
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.
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!
stathismittel.com 