BISA Portfolio Podcast

A look at issues affecting the bank and insurance securities community

BISA Portfolio Podcast is a business podcast hosted by Bank Insurance and Securities Association, with 33 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Bank Insurance and Securities Association hosts BISA Portfolio Podcast, a business show with 33 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  BISA Portfolio Podcast

  Why Program Leaders Should Hire Outside Financial Services

  Sep 9, 202621 min

  In this episode of the BISA Portfolio Podcast, host Jim Nickens sits down with BISA members Ron Major of TruStage and Jermaine Perrien of Symetra to discuss the value of recruiting talent from outside the financial services industry. Drawing from their own unique career journeys, Major and Perrien share why they made the transition into financial services, the transferable skills professionals bring from other sectors and how organizations can successfully integrate and develop nontraditional hires. Tune in to learn: Why professionals from outside financial services are increasingly valuable candidates and what attracts them to the industry. Which transferable skills, experiences, and leadership qualities can help individuals thrive in financial services, regardless of their previous field. How hiring talent with different backgrounds can strengthen organizational culture, encourage innovation, and bring fresh perspectives to longstanding challenges. Practical strategies for onboarding and supporting employees who are new to the industry, helping them integrate successfully and contribute quickly. BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

  ListenShow Notes
• 

  BISA Portfolio Podcast

  Spotlight on the BISA Membership Committee — Why Membership Makes Us Stronger

  Jul 21, 202622 min

  In this episode of the B ISA Portfolio Podcast , hosts Jane-ellen Porter (BISA President) and John Olerio (Immediate Past President) sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Westcom Financial, co‑chairs of BISA’s newly organized Membership Committee. Their conversation explores how BISA can deepen year‑round engagement, structure its subcommittees for maximum impact and better demonstrate the real‑world business value of membership across banks, credit unions and service providers. They also reflect on how BISA has shaped their own careers through mentorship, community and networking, and why every member has a role to play in growing the association’s reach and relevance. Tune in to learn: How the new Membership Committee is structured around four key subcommittees — recruitment, retention and satisfaction, engagement and programming, and member services and benefits — and what each is setting out to accomplish. Why clarity of value and relevance are central challenges today, and how BISA is reframing membership as a way to solve concrete business problems rather than simply provide events and content. What it takes to create year‑round engagement beyond the annual conference, including more targeted programming, clearer communication around benefits and more frequent touchpoints between in‑person events. How BISA is working to attract and retain the next generation of leaders, from leveraging the Rising Stars program to building a more digital‑first engagement model. Practical ways members can get involved right now — by volunteering for subcommittees, contributing content and inviting colleagues into the community, using conference energy as a launch pad for deeper engagement throughout the year. BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

  ListenShow Notes
• 

  BISA Portfolio Podcast

  What Sports Teams Teach Us About Financial Leadership

  May 13, 202621 minS0

  <p>In this episode of the BISA Portfolio Podcast, guest host Dawn Goldbacher of Franklin Madison talks with Pamela Dawson of U.S. Bank, Kelly Lytle of Proformex, and Leslie Anderson of BMO about how lessons from sports translate into leadership and teamwork across financial services. Recorded live at the BISA Annual Conference in Tampa, their conversation explores building trust with teams and clients, leading with care and transparency and why collective success matters more than individual stats — on the field and in the office.</p><p>Tune in to learn:</p>How sports experiences shape servant leadership, resilience and ac...

  ListenShow Notes
• 

  BISA Portfolio Podcast

  BISA's Impact and Vision Committee: Yesterday, Today and Tomorrow

  Apr 28, 202616 minS0

  <p>In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of SWAN Financial Group talks with Pamela Dawson of U.S. Bank and Logan Hickman of Nationwide about how BISA’s newly renamed Impact & Vision Committee is advancing belonging across the financial services industry. Recorded live at the BISA Annual Conference in Tampa, their conversation covers the committee’s evolution, the launch of the Rising Star program and why this work is critical to serving today’s — and tomorrow’s — clients.</p><p><b>Tune in to learn:</b></p>How the shift to Impact & Vision better reflects the...

  ListenShow Notes
• 

  BISA Portfolio Podcast

  What Brought Us Into Financial Services

  Apr 3, 202616 minS0

  <p>In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of Swan Financial Group sits down with a group of BISA members to explore how real, often nontraditional, career journeys are shaping the future of financial services. Recorded live at the BISA Annual Conference in Tampa, the conversation features Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson (BMO), Heather Hepburn (Webster Investments), and Brett Carmichael (Nationwide) as they share the turning points that brought them into the industry and the lessons they want the next generation to hear. </p><p>Their stories highlight why embracing u...

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.