The Bank Insurance and Securities Association is planning to rebrand in the future, according to Sam Guerrieri, the president-elect, who announced the new agenda for the organization now that it has teamed up with Smith Bucklin, a company that specializes in running organizations.

“We’re going to rebrand BISA after the conference to lead us into the next several years,” he said over lunch.

What rebranding means is not yet clear. But Smith Bucklin has an innovation center, which does research on markets and how to brand yourself to meet those markets, according to another board member. The research will begin on who the target market is for BISA after the conference and once the results are in, the board will consider how to proceed.

Gurerrieri also said BISA will launch a top reps program around June to replace “some conferences we’ve done for top producers.” The organization is hoping to get some 200 reps together under one roof.

Other initiatives include first, deepening relationships with current members, growing the membership by signing on new members, and embracing wealth managers along with investment consultants. 

BISA also aims to become “a data and resource powerhouse,” Guerrieri said. “We want to know who is out there and who is the best in every category. We want BISA to be the assn of choice when it comes to research.

Finally he said BISA wants to reach out to mutual fund companies as well insurance companies because they are so integral to the investment business.