BAI Executive Roundtables

BAI Executive Roundtables

BAI Executive Roundtables are exclusive programs that provide financial services leaders a unique opportunity to connect with peers to better understand key issues impacting the industry. These highly interactive forums, delivered in-person and virtually, enable senior executives to gain exposure to strategic insights, emerging trends, and fresh perspectives from inside and outside of the industry through candid dialogue and interactions. Key benefits include:

  • Strong Industry Connections: An opportunity to have high quality, relevant connections with business leaders who are true industry peers in an intimate, transparent and trusted environment. Expand your personal network onsite at the roundtables and continue it beyond.
  • Authentic Idea Sharing: Gain valuable insights and exchange ideas around industry priorities and opportunities. Access research and best practices, as well as unique and diverse perspectives on today’s critical issues from experts from inside and outside financial services.
  • Common Ground – Extraordinary Outcomes: Built for financial services leaders by financial services leaders, the roundtable content and dialogue are driven by participants to be as timely, relevant and impactful as possible. The value is unparalleled as business leaders come together to talk about mutual challenges and work together on potential solutions and leverage the group as a sounding board for problem solving and to gain feedback on key issues and initiatives.
For CMOs and Senior Marketing Executives

BAI Executive Roundtable: Marketing Leader Circle

An exclusive and intimate program for senior financial services leaders that addresses the critical challenges, opportunities, and industry trends impacting marketing in retail financial services today.

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For Senior Distribution Executives

BAI Executive Roundtable: Channel Strategy

The only peer networking group of its kind, focusing exclusively on senior distribution executives in retail financial services with an environment of safe sharing and open peer dialogue that moves the financial services industry forward.

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For Senior Contact Center Executives

BAI Executive Roundtable: Contact Centers

The only peer networking group of its kind, focusing exclusively on helping contact center executives understand and face emerging retail financial services challenges head on.

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Interested in participating?

If you have any questions or would like to learn more about BAI Executive Roundtable sessions, please contact BAI Customer Support Services at or 800-224-9889 or 312-683-2464, Monday - Friday, 8:30 a.m. - 5:00 p.m. CT.

Please note that individual events may have specific asset size and management level criteria for attendance to ensure consistent, high-quality discussion and peer networking.