BAI Industry Forum | October 8-10 | Boston


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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.

Learn More
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.

Apply Today!
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.


BAI Executive Roundtables

  • BAI Channel Strategy Executive Roundtable

  • BAI Contact Center Executive Roundtable

  • BAI Operations Executive Roundtable

  • BAI Learning & Development Executive Roundtable

  • BAI Marketing Executive Roundtable

  • BAI Strategic Communications Executive Roundtable

  • BAI Compliance Executive Roundtable


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.


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.


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.