Forums

Real Business Intelligence

Stathis Mittel produces the Industry Leadership Forums; a series of peer group meetings for executives of bank and credit union investment services programs who strive to be leaders in the industry.

We strive to create an environment where you and your colleagues gain valuable business intelligence via peer group knowledge exchange and aggregated research. The meetings are moderated with the intent to tap into valuable participant experiences which become the basis for dynamic discussions. Our hope is that this knowledge exchange provides ideas that increase the competitiveness and success of you and your organization.

We also strive to provide a valuable networking experience where participants and sponsors meet like-minded executives that become beneficial industry connections.

In short, our desire is to be an industry catalyst in order to help you with your business development goals, and our channel become more competitive in the broader industry.

A primary objective of the Industry Leadership Forums is to increase the competitiveness of our channel, and create an ongoing program for executives who strive to be leaders in our industry.

Join Your Peers at our Executive Leadership Forums.

We limit our meetings to about 30 participants in total with no more than five sponsors to increase the value gained by intimate roundtable discussions. We also provide ample social time to for professional networking.

Our next Forum is February 1st – February 4th in Fort Lauderdale, Florida!

2026 Executive Retreats

  • February 1st through the 4th in Fort Lauderdale, Florida – A three-day, two-night experience titled “Increasing Investment Program Penetration“. (Will include a special post-meeting session on Leveraging AI February 3rd – 4th) A limited attendance by invitation only.
  • June 1st through the 3rd in Savannah, Georgia – A three-day, two-night experience titled “Elevating Advice by Leveraging Partners & Specialists“. A limited attendance by invitation only.
  • November 9th through the 12th in Raleigh, North Carolina – A three-day, two-night experience titled “How to Make Your Investment Program Stand Out“. (Will include a special post-meeting session on LBE Thought Leaders Study Group September 17th – 18th). A limited attendance event by invitation only

2025 Executive Retreats

  • February 2nd through the 4th in Fort Lauderdale, Florida – A three-day, two-night experience titled “Leveraging Financial Planning to Gather Assets“. (Will include a special post-meeting session
    on Wealth Management Integration Models February 5th – 6th) A limited attendance by invitation only.
  • May 19th through the 21st in Groton, Massachusetts – A three-day, two-night experience titled “Mapping Delivery Models to Client Segments“. A limited attendance by invitation only.
  • September 15th through the 18th in Groton, Massachusetts – A three-day, two-night experience titled “Delivering Advice Based on a Financial Wellness Construct“. (Will include a special post-meeting session on LBE Thought Leaders Study Group September 17th – 18th). A limited attendance event by invitation only

2024 Executive Retreats

  • February 4th through the 6th – A three-day, two-night experience titled “The Future of Wealth Management“. A limited attendance by invitation only.
  • May 8th through the 10th – A three-day, two-night experience titled “Best-Practices Case Studies Retreat“. A limited attendance by invitation only.
  • September 18th through the 20th – A three-day, two-night experience titled “Creating a Culture of Trusted Advisors“. (Will include a special pre-meeting session on reinventing LBE programs on September 17th). A limited attendance event by invitation only

2023 Executive Retreats

  • May 16th through the 18th – A three-day, two-night experience titled “The Journey from Investment Services to Wealth Management“. A limited attendance event by invitation only.
  • September 18th through the 20th – A three-day, two-night experience titled “Servicing as Many Client Needs as Possible“. A limited attendance event by invitation only.

2022 Executive Retreats

  • We hosted a three-day, two-night “Differentiating the Client Experience” retreat from May 18th to May 20th. This was a limited attendance event by invitation only.
  • We hosted another a three-day, two-night “Winning the Race to Gather Assets” retreat from September 28th through September 30th. This was a limited attendance event by invitation only.

Click here if you are interested in becoming a sponsoring partner.

Industry Leadership Forum attendance is by invitation only. If you don’t receive an invitation to the meeting you are interested in three months prior to the event, please contact us to request an invitation.

Thanks to our sponsors there is no cost for executives from banks and credit unions to participate in these forums. In addition, travel expenses will be reimbursed up to $600.