BAI Executive Roundtables

BAI Executive Roundtables

Meet, connect, and learn from the most influential leaders in the industry

BAI Executive Roundtables give you the knowledge and expertise to address the critical challenges that face today’s top executives. You'll connect with industry leaders and peers in intimate in-person sessions, gaining exposure to insights, trends, cutting-edge technology, and fresh perspectives from inside and outside of the industry through candid dialogue and interactions.

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.