Kehrer Bielan Fall Leadership Study Group 2021 Makeup Session

Fall Leadership Study Group Makeup Session

October 25, 2021, Virtual Dialogue


Kehrer Bielan’s Leadership Study Group brings together the top executives responsible for managing investment services in leading banks and credit unions. The study group meets twice a year to explore best industry practices through the interaction of the experience and insights of participants, in conversations shaped by our proprietary research, in the retreat setting of the Fearrington House Inn.

The goal is for participants to leave the session with tangible action steps that they can implement to improve their business. It is an ideal environment for executives looking for industry ideas, networking with industry peers, and shared best practices.

Due to the challenges of a pandemic this year, we offered a makeup session for those who were unable to attend in person. 


This study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.

Click on the following titles for more information about last year’s fall leadership virtual study groups.

Partnering with Bankers
the first of the virtual meetings of the Kehrer Bielan Fall Leadership study group

Tuesday, October 13, 2020

Focus on 2021
a continuation of the Kehrer Bielan virtual Fall Leadership study group

Tuesday, October 27, 2020

Integrating Digital Advice with Your Advisors
a continuation of the Kehrer Bielan virtual Fall Leadership study group

Thursday, December 3, 2020