Bank Insurance and Securities Association


Bank Insurance and Securities Association

Formerly Bank Securities Association. Absorbed the Financial Institutions Insurance Association and assumed its current name in 2002. BISA's mission is to support member firms and financial professionals within depository institutions by building a community and providing forums to enhance their professionalism, knowledge, and productivity to help them best serve their clients with a broad array of financial solutions. Membership includes financial institutions, their broker/dealer and mutual fund subsidiaries, and firms providing products and/or services to support these operations. Membership: $750-9,500/Year.

Organization Type:
National Trade or Professional Association
Acronym:
BISA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Insurance Industry, Banking/Credit & Finance/Savings & Loan, Investments/Securities Industry
Year Founded:
1981
Address:
2025 M St. NW
Suite 800 Washington, DC 20036
Telephone:
Fax:
Website:
Staff:
28
Volunteers:
70
Members:
410 institutions


Financial Snapshot

 

Total revenues: $2,606,335


Year - 2017
1st-yr growth
6.06%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income
 
Miscellaneous revenue

Total expenses: $2,502,429


Year - 2017
1st-yr growth
2.55%
 
 
 
 
 
Year by Year
Expenses
 
Management fees
 
Conferences, conventions, meetings
 
Advertising and promotion
 
Other

Total assets: $3,132,369


Year - 2017
1st-yr growth
-2.52%
 
 
 
 
 
Year by Year
Assets
 
Savings and temporary cash investments
 
Cash -- non-interest bearing
 
Prepaid expenses or deferred charges
 
Other

Total Liabilities: $1,125,128


Year - 2017
1st-yr growth
-16.25%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses

This association reports using a management firm on their 990 tax documents.

   Revenue:

Revenue: Amount ($)
Program service revenue 2,592,436
Investment income 10,076
Miscellaneous revenue 3,823
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Total contributions 0
Income from sales of inventory 0
Total Revenue:

$2,606,335

1-yr growth
6.06%
Program service revenue
Investment income
Miscellaneous revenue

   Expenses:

Expenses: Amount ($)
Management fees 1,339,758
Conferences, conventions, meetings 853,451
Advertising and promotion 115,392
Travel 83,159
Office expenses 24,341
Other expenses 20,761
Legal fees 19,502
Insurance 16,988
Accounting fees 13,175
Other fees 11,480
Information technology 4,422
Royalties 0
Occupancy 0
Lobbying fees 0
Professional fundraising fees 0
Investment management fees 0
Travel/entertainment expenses to public officials 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Compensation for non-officers/directors 0
Pension plan contributions 0
Other employee benefits 0
Payroll taxes 0
Total Expenses:

$2,502,429

1-yr growth
2.55%
Management fees
Conferences, conventions, meetings
Advertising and promotion
Travel
Office expenses
Other expenses
Legal fees
Insurance
Accounting fees
Other fees
Others

   Assets:

Assets: Amount ($)
Savings and temporary cash investments 1,843,458
Cash -- non-interest bearing 1,013,817
Prepaid expenses or deferred charges 208,223
Accounts receivable 66,871
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Inventories for sale or use 0
Investments in other securities 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$3,132,369

1-yr growth
-2.52%
Savings and temporary cash investments
Cash -- non-interest bearing
Prepaid expenses or deferred charges
Accounts receivable

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 1,078,387
Accounts payable and accrued expenses 46,741
Other liabilities 0
Grants payable 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Total Liabilities:

$1,125,128

1-yr growth
-16.25%
Deferred revenue
Accounts payable and accrued expenses

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 2,007,241
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$2,007,241

1-yr growth
5.46%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Bruce A. Hagemann Treasurer Board Member, Finance ...X
Chris Radzom Vice President Board Member ...X
Christie Pruyn Director, Operations Operations ...X
Daniel J. McCormack Past President Board Member ...X
Ellie Hurley Director, Event Services Conference Committee Chair, Conventions/Meetings ...X
Erika Odlaug Coordinator, Event Services Conventions/Meetings ...X
Frank A. Consalo President Elect Board Member ...X
Janet Huynh Director, Membership and Administration Administration, Membership ...X
Jeffrey Hartney Executive Director Chief Executive Officer, Executive Director ...X
Jim B. Nonnengard President Board Member, Senior Executive ...X
John Heiser Sales Manager Marketing ...X
Katie Condon Senior Associate, Content Strategy Administration ...X
Katy McGehee Director, Information Technology Computer/Information Technology ...X
Kelly Rehan Content Strategy and BISA Magazine Managing Editor Administration ...X
Krysten Shutich Senior Coordinator, Marketing Marketing ...X
Lauren Lawson Manager, Education and Learning Education ...X
Logan Bridge Associate, Membership and Operations Membership, Operations ...X
Lyles Morgan Coordinator, Membership and Operations Membership, Operations ...X
Madison Beam Accountant Senior Coordinator Finance ...X
Marcia Daudelin Senior Manager, Marketing Marketing ...X
Maria Loiotile Event Services Registration Conference Committee Chair, Conventions/Meetings ...X
Megan Balbach Contact, Event Services Exhibits Conference Committee Chair, Conventions/Meetings ...X
Melanie Franke Manager, Content Strategy Senior Executive ...X
Michael Miroballi Secretary Administration, Board Member ...X
Richard Starr Director, Government Relations Director of Government Relations, Government Relations, Lobby Day Contact ...X
Ryan Abell Sales Manager Marketing ...X
Teddi McLaughlin Event Services Exhibits Conference Committee Chair, Conventions/Meetings ...X
Vance Richard Treasurer Elect Board Member, Finance ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2019BISA 2019 Annual Convention Hollywood , FL , United States The Diplomat Beach Resort March 5 March 8 700 attendees Ski, Cruise, Golf, Casino, Convention Center...X
2018BISA 2018 Annual Convention Hollywood , FL , United States The Diplomat Beach Resort March 6 March 9   Ski, Cruise, Golf, Casino, Convention Center...X
2017BISA 2017 Annual Convention Hollywood , FL , United States Diplomat Report and Spa March 7 March 10   Convention Center...X
20162016 Annual convention Hollywood , FL , United States Diplomat Report and Spa March 15 March 18   Convention Center...X
2016Regulatory and Compliance Summit Washington , DC , United States The Fairmont November 14 November 15   Convention Center...X
20152015 Annual Convention Hollywood , FL , United States The Westin Diplomat March 4 March 6    ...X
2015Regulatory & Compliance Summit Washington , DC , United States The Fairmont November 16 November 17   Convention Center...X
20142014 Annual Convention Hollywood , FL , United States The Westin Diplomat Resort & Spa March 5 March 7   Golf...X

Publications

Name 
Frequency 
Advertising 
Bank Insurance & Securities MarketingquarterlyYes...X
Benchmarking DatamonthlyNo...X
BISA MagazinequarterlyNo...X
BISA OneSourceweeklyNo...X
Membership DirectoryonlineNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
SMITHBUCKLIN CORPORATION MANAGEMENT SERVICES2016 $1,128,372 ...X
BISRA PRODUCTIVITY BENCHMARK RESEARCH2015 $102,300 ...X
LIMRA PROJECT BENCHMARKING SERVICES2015 $118,311 ...X
SMITHBUCKLIN CORPORATION MGT SERVICES INCL. EMPLOYEE COST OVER AS2015 $1,055,169 ...X
LIMRA PROJECT BENCHMARKING SERVICES2014 $147,889 ...X
SMITHBUCKLIN CORPORATION MGT SERVICES INCL.EMPLOYEE COSTS OVER AS2014 $1,056,636 ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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