Bank Insurance & Securities Association

Washington, DC ยท Founded 2002

Professional community for financial advisors within depository institutions

Primary audience
Members
Work area
Professional Support
Topic
Industry Advocacy
Contact
Frank A Consalo
Website Contact

About Organization

Based in Washington, DC, the Bank Insurance & Securities Association supports financial professionals within depository institutions by providing professional development, industry forums, and networking opportunities. The organization generates $3.1 million in annual revenue serving member firms and financial advisors.

What They Focus On

Member Support

Providing resources, training, and professional development

Industry Advocacy

Representing member interests in policy and regulatory matters

Best Practices

Advancing industry standards through research and collaboration

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2024)

$3.1M

+1.7% vs 2023

Expenses (2024)

$2.9M

-2.1% vs 2023

Assets (2024)

$3.6M

+2.9% vs 2023

Year Revenue Expenses Assets Employees
2024 $3,135,160 $2,903,922 $3,640,821 0
2023 $3,082,477 $2,965,469 $3,539,771 0
2022 $2,883,492 $3,009,949 $3,273,998 0
2021 $1,919,474 $1,671,448 $3,431,637 0
2020 $2,526,318 $2,457,324 $2,975,136 0
2019 $2,578,013 $2,630,461 $2,967,886 0
2018 $2,307,274 $2,371,168 $3,080,855 0

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Member Research

    Assessing member needs and industry trends

  • 02

    Resource Development

    Creating training programs and professional resources

  • 03

    Advocacy

    Representing member interests in policy discussions

  • 04

    Member Connection

    Facilitating networking and knowledge sharing

Programs and Initiatives

Services and programs offered by Bank Insurance & Securities Association

Member Education

Providing training, conferences, and professional development

Advocacy

Representing member interests in policy and regulatory matters

Team & Leadership

Meet the people behind Bank Insurance & Securities Association.

FA

Frank A Consalo

Past President Until March
5 hrs/week
JH

Jeffrey Hartney

Executive Director
Full-time
JO

John Olerio President Elect

Until March, Then President
5 hrs/week
KM

Kevin McCarthy

Vice President
5 hrs/week
MM

Michael Miroballi President

Until March, Then Past President
5 hrs/week
WH

Wallace Harris Jr

Vice President
5 hrs/week
AS

Alex Sarafianos

Member As Of March
5 hrs/week
AH

Angela Holliday

Member
5 hrs/week
DC

David Chan

Member As Of March
5 hrs/week
DY

Diane Young

Member As Of March
5 hrs/week
DC

Donald Clark

Member
5 hrs/week
DM

Donna McNeely

Member
5 hrs/week
JN

Jacinda Norvell

Member
5 hrs/week
JM

Jay McAnelly

Member
5 hrs/week
JW

Jeff Weiner

Member As Of March
5 hrs/week
JF

Jim Fujinaga

Member Until March
5 hrs/week
JN

Jim Nonnengard

Member Until March
5 hrs/week
JS

Joe Skarda

Member Until March
5 hrs/week
JA

Jonathon Allen

Member
5 hrs/week
JB

Julie Bates

Member As Of March
5 hrs/week
KB

Kathy Burgess

Member
5 hrs/week
KH

Ken Hullings

Member As Of March
5 hrs/week
KM

Kevin Mummau

Member
5 hrs/week
LR

Leann Rummel

Tmp Officer
5 hrs/week
LY

Lincoln Yersin

Member Until March
5 hrs/week
MS

Merrill Stewart

Member As Of March
5 hrs/week
MB

Mitchell Bell

Member As Of March
5 hrs/week
PD

Pete Dorsey

Member Until March
5 hrs/week
PD

Pete Dunlap

Member
5 hrs/week
RR

Rebecca Robinson

Member
5 hrs/week
RH

Rob Hunt

Member As Of March
5 hrs/week
RC

Robert Corsarie

Member
5 hrs/week
SF

Scott Ford

Member
5 hrs/week
SS

Solomon Schmidt

Member As Of March
5 hrs/week
SA

Stephen Amarante

Tmp Officer Elect
5 hrs/week
SK

Stephen Kruchten

Member
5 hrs/week
SF

Steve Franke

Member Until March
5 hrs/week
TB

Tim B Sease

Member
5 hrs/week

Milestones

2002

Organization Founded

2002

Established to serve community needs and advance mission

2014

Early Expansion

2014

Grew programs and established organizational foundations

2014

Significant Growth

2014

Expanded programs and services to reach more communities

2023

Leadership Expansion

2023

Grew leadership team to enhance organizational capacity

2025

Program Innovation

2025

Launched new initiatives to deepen community impact

Associated People

Board members, advisors, and key contributors

Board of Directors

JP
Jane-Ellen Porter Secretary 5.00 hrs/week
VR
Vance Richard Treasurer 5.00 hrs/week
BP
Bisa Portfolio Feed Board Member
VO
Voice of the Industry Board Member
BP
BISA Portfolio Podcast Board Member

Information compiled from IRS Form 990 and organizational materials.

Partners & Funders

Grant funding relationships from IRS Form 990 filings

$148K Grants Given
1 Organizations

Top Grantees

1 total
CA
Cerulli Associates Inc. BOSTON, MA
$148K

Source: IRS Form 990 Schedule I filings. Amounts may span multiple tax years.

Contact

Get in touch with Bank Insurance & Securities Association

Phone

(202) 367-1111

Social

Visit Website
2001 K Street NW 3rd Floor North Washington, DC 20006