Study Groups

Facilitated by experts, powered by data


A dozen years ago, Dr. Kehrer initiated the concept of convening a group of executives with similar responsibilities to learn from each other and interact with emerging research findings in a roundtable discussion setting. This model has been copied and mimicked, but never duplicated.

Our peer study groups stand out because they are led by Kehrer Bielan principals—who combine the practical experience of managing investment services in a financial institution with years of studying the financial advice industry. Participants benefit from our proprietary data and actionable research to further enhance their takeaways. Download agendas from some of our recent meetings here. Think of the discussions as shared consulting sessions. The meetings also provide ample opportunities to network with peers and discuss developments, trends, and current issues facing our industry.

Unlike other firms serving the bank insurance and securities community, we are not primarily a meeting organizer. We conduct only a few meetings a year to assure that they are truly worth the time invested by the executives who attend.

Upcoming Study Groups

All of our study groups are by invitation only. Mark your calendars for our upcoming in-person and virtual meetings. Invitations and registration links are sent out approximately 2 months before each in-person meeting. If you haven’t been receiving our invitations, please contact us for more information.

Our study groups offer a valuable and efficient opportunity to leverage the experience and knowledge of your peers and industry experts at no cost—thanks to our sponsors, travel, hotel accommodations, and group meals are complimentary. We meet in the retreat setting of the Fearrington House Inn, a 5 Diamond, Relais et Chateaux resort near Chapel Hill.

Past Meeting Agendas

Click on a study group to download the agenda.