An Executive Retreat focused on best practices and case studies
Join us in at the AC Hotel Raleigh North Hills in Raleigh, North Carolina from November 9th through 11th for an exclusive, invitation-only three-day, two-night experience – How to Make Your Investment Program Stand Out.
November 2026
How to Make Your Investment Program Stand Out
Monday, November 9th to Wednesday, November 11th
Discussion Topics:
- Creating differentiation
- Specialization
- Enforcing service level commitments
- Optimizing the Annual Review
- Process branding
- Discovery differentiation
- Engendering trust
- Financial concierge services
- Cultural leadership
Schedule of Events
Monday, November 9th
- Travel to Raleigh–Durham International Airport (RDU)
- 3:00 PM Group shuttle to AC Hotel Raleigh North Hills
- 6:00 PM Welcome Reception
- 7:00 PM Private group dinner
Tuesday, November 10th
- 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 PM to 10:30 PM Live Music
Wednesday, November 11th
- 8:00 AM Group breakfast
- 8:45 AM Case studies and best-practices discussions
- 10:30 AM Meeting adjourns
- 11:00 AM Group shuttle to Raleigh–Durham International Airport (RDU)
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: since the venue is 15-20 minutes from RDU airport we do have a group bus departing from the airport at 3 PM EST on 11/9 so please book your flight in time to take this bus. The group bus for return flights will leave the AC Hotel Raleigh North Hills at 11:00 AM EST on 11/11 and arrive at RDU airport at 11:20 AM EST so book return flights accordingly.
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 