BAI Industry Forum | October 8-10 | Boston

The BAI Industry Forum

BAI has made a strategic decision to move away from a broad annual conference and focus on more specialized events for customers and financial services leaders.

As a purpose-driven organization whose mission is to help leaders make smart business decisions and drive positive change, we feel we can have a greater industry impact with this approach, in addition to growing our strong base of research, training and digital thought leadership.

As a result of this strategic change, we are repositioning and restructuring BAI Beacon into a series of these more specialized events for the customers and other financial services leaders that we collaborate with year-round. These events will take place at an industry forum in Boston, October 8-10.

The BAI Industry Forum will include customer meetings, executive roundtables and other unique industry content. There will also be opportunities for these groups to come together for networking, thought leadership and discussions on key issues in financial services.

Oct. 8, 2:00 p.m. ET - Oct. 10, 12:00 p.m. ET

BAI Innovation Summit

Calling all innovators across retail financial services! Don’t miss this opportunity to join industry innovation gurus, JP Nicols and Jason Henrichs from FinTech Forge, at the BAI Innovation Summit. Working in collaboration with these industry influencers, you’ll experience a practical hands-on innovation workshop, with proprietary BAI research and inspiration from the BAI Global Innovation Awards.

Oct. 8, 11:30 a.m. ET - Oct. 10, 12:00 p.m. ET

BAI Emerging Leaders Network

An exclusive event for emerging leaders and mentors in the BAI Emerging Leader Network, a professional development program helping the next generation of leaders in financial services become stronger leaders and drive positive change in the industry. This event will feature unique experiential opportunities, as well as recognition and career development opportunities, peer and mentor networking and industry thought leadership.

Oct. 9, 1:45 p.m. ET - Oct. 10, 3:00 p.m. ET

BAI Research Forum

Designed exclusively for BAI Research customers, the BAI Research Executive Council and its Sub-Committees, this highly interactive meeting will help customers fully leverage BAI research, share best practices and inform future products.

BAI Executive Roundtables

These invitation-only peer groups are designed for executive and senior level financial services leaders from organizations with asset sizes of at least $10 billion. They connect industry leaders and peers in intimate in-person sessions, providing insights into trends, cutting-edge technology, and fresh perspectives through candid dialogue and interactions.

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BAI Executive Roundtables

BAI Channel Strategy Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

This executive peer group has been created for channel and distribution executives in retail financial services. It focuses on issues such as the continued disruption of the industry, improving customer experience, the future and integration of physical and digital networks and other challenges that keep channel leaders up at night.
BAI Contact Center Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

The BAI Contact Center Executive Roundtable serves senior contact center executives in the financial services industry. This dynamic and active peer group tackles key industry issues impacting contact centers and their evolving role within financial services, such as improving customer interactions, digitization, workforce management and much more.
BAI Operations Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

Created for senior operations, digital and retail banking officers, this interactive forum includes idea sharing and peer discussions around how the back-office can be more efficient and effective in delivering impactful experiences for both employees and customers.
BAI Learning & Development Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

The BAI Learning & Development (L&D) Executive Roundtable represents senior L&D and Talent leaders in retail financial services. In an engaging peer group, executives share authentic perspectives and experiences that help to inspire new thinking, emphasize industry collaboration and generate creative training and development solutions.
BAI Marketing Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

This industry peer group is where CMOs and other senior marketing leaders come together to exchange ideas and network in a trusted environment. Built by marketing leaders for marketing leaders, participants determine their own agenda to discuss challenges and opportunities impacting financial services such as MarTech, including AI and machine learning, talent, customer experience and the customer journey, as well as the expanding role of marketing leaders.
BAI Strategic Communications Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

Created for experienced senior leaders with responsibility for enterprise-wide communications, this dynamic group, through peer discussion and expert insights, tackle the critical issues that impact corporate communications, including internal collaboration, new technology and communications tools, social networks, as well as brand and reputation in financial services.
BAI Compliance Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

Created for Chief Compliance Officers and other senior compliance leaders, the BAI Compliance Executive Roundtable offers a trusted environment for executives to exchange ideas and insights around compliance topics, such as building a culture of compliance, RegTech, the impact of innovation and the ROI of compliance, that are impacting retail financial services.

Sponsorship Opportunities

The BAI Industry Forum has a limited number of focused sponsorships available to ensure an excellent sponsor-to-attendee ratio and provide plenty of opportunities to engage with financial services leaders within your primary target markets.

Learn More

Book Your Hotel Room

Reserve your hotel room now to receive a discounted rate at the official BAI Industry Forum hotel. The Westin Boston Waterfront is connected via the skybridge to the Boston Convention & Exhibition Center and a short 10 minute ride from Boston Logan International Airport.

Learn More

Interested in participating? For more information about the BAI Industry Forum, please contact BAI Customer Support Services at forum@bai.org or 800-224-9889, Monday - Friday, 8:30 a.m. - 5:00 p.m. CT.

BAI Industry Forum | October 8-10 | Boston

The BAI Industry Forum

The BAI Industry Forum will include customer meetings, executive roundtables and other unique industry content. There will also be opportunities for these groups to come together for networking, thought leadership and discussions on key issues in financial services.

BAI Innovation Summit

BAI Emerging Leaders Network

BAI Research Forum

BAI Executive Roundtables

BAI Executive Roundtables

BAI Channel Strategy Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

BAI Contact Center Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

BAI Operations Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

BAI Learning & Development Executive Roundtable

Oct. 8, 2:00 p.m. - Oct. 9, 6:45 p.m. ET

BAI Marketing Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

BAI Strategic Communications Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

BAI Compliance Executive Roundtable

Oct. 9, 3:00 p.m. - Oct. 10, 4:00 p.m. ET

Sponsorship Opportunities

Book Your Hotel Room

Interested in participating? For more information about the BAI Industry Forum, please contact BAI Customer Support Services at forum@bai.org or 800-224-9889, Monday - Friday, 8:30 a.m. - 5:00 p.m. CT.