In this episode of the BISA Portfolio Podcast, hosts Jane-ellen Porter (BISA President) and John Olerio (Immediate Past President) sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Westcom Financial, co‑chairs of BISA’s newly organized Membership Committee. Their conversation explores how BISA can deepen year‑round engagement, structure its subcommittees for maximum impact and better demonstrate the real‑world business value of membership across banks, credit unions and service providers. They also reflect on how BISA has shaped their own careers through mentorship, community and networking, and why every member has a role to play in growing the association’s reach and relevance.

Tune in to learn:

• How the new Membership Committee is structured around four key subcommittees — recruitment, retention and satisfaction, engagement and programming, and member services and benefits — and what each is setting out to accomplish.
• Why clarity of value and relevance are central challenges today, and how BISA is reframing membership as a way to solve concrete business problems rather than simply provide events and content.
• What it takes to create year‑round engagement beyond the annual conference, including more targeted programming, clearer communication around benefits and more frequent touchpoints between in‑person events.
• How BISA is working to attract and retain the next generation of leaders, from leveraging the Rising Stars program to building a more digital‑first engagement model.
• Practical ways members can get involved right now — by volunteering for subcommittees, contributing content and inviting colleagues into the community, using conference energy as a launch pad for deeper engagement throughout the year.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. 

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