Industry Leadership Forums


Real Business Intelligence

Bob Mittel has teamed with Stathis Partners to produce 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.


Building Industry Bonds


Save the Dates!

Join Your Peers at our 2020 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.

2020 Forum Schedule

  • March 4thTPM Client Bank/Credit Union Peer Group at the BISA Conference (Click to register)
  • April 29-30 – Bank & CU Annuity and Retirement Council – POSTPONED pending coronavirus updates
  • June 3-4 – Program Management Success
  • Sept 30-Oct 1 – LBE and Multi-Channel Distribution Forum
  • Dec 9-10 – Program Best Practices Year-End Wrap-Up

Registrations will start soon! Call us for more information.


Click here for additional details

Click here if you are a company interested in roundtables customized just for your organization.

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

Click here for our forum archive



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.