Annual Industry Checkup

Annual Industry Checkup
a Kehrer Bielan virtual dialogue

Thursday, March 11, 2021
3:30–5:00 p.m. Eastern

For almost a decade the bank and credit union financial advice community has looked to Kehrer Bielan’s Annual Industry Checkup for the first assessment of the previous year and a look ahead to what to expect in the New Year.

We usually showcase the Annual Checkup at the BISA Annual Convention in March, but this year the Convention has been postponed until July.  By then we hope that 2020 will be old news.  So this year, we’ll showcase the Checkup in a virtual conversation.


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

Presented by

Check out other upcoming virutal study groups:

Ending Catch and Release: Growing Your Advisor Force

a contiuation of the Kehrer Bielan virtual leadership study group

April 13, 2021 – 3:30-5:00 p.m. Eastern

Developing Holistic Advisors

a Kehrer Bielan virtual dialogue

May 13, 2021 – 3:30-5:00 p.m. Eastern