Industry Leadership Forums


Real Business Intelligence

The Industry Leadership Forums are brought to you by Stathis Partners, LLC. and are a new generation of 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

2018 Forum Dates

January 23-24 – Investments and Insurance Summit
Product Strategies for Tiered Delivery Channels

May 23-24 – Orlando – Competing in a Commoditized World
A forum for Program & Sales Managers

June 13-14 – New Orleans – Bank Life Council
A forum for executives committed to being catalysts for improving life sales in the channel.

Sept 25-27 – Tech Demo Days (Postponed until 2019, date TBD)
A unique event where operations and technology executives can experience technology demos by leading industry providers and join a group of peers to discuss leveraging technology to meet the evolving challenges of the market.

Oct 23-24 – Indianapolis– Platform Program Forum
The second annual meeting of executives focused on leveraging the platform program to optimize the effectiveness of a tiered rep force.

Dec 11-12 – Orlando – Investment and Insurance Summit
A forum for executive leaders and product managers where the discussion will focus on best-practices in successfully providing investment and insurance guidance. This year-end wrap-up will leverage insights gathered through our research, forums, and consulting work over the course of the year that enable programs to achieve a competitive advantage.
NOTE: This meeting does not follow our typical forum schedule as linked below. Instead it starts with a dinner on the 11th, runs a full day on the 12th, the group has another private dinner that evening, and departures are on the 13th.


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.


Click here for additional details

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

Click here for our forum archive