The Bank Insurance and Securities Association’s (search for a new figurehead to replace former managing directors Bob Grieb and Heywood Sloane is ongoing as the organization transitions to organization management firm SmithBucklin in Washington, D.C.

“I don’t have anyone specific in mind, but I want someone with an understanding of our industry, who presents him- or herself well and who can be the face of the organization,” said Marc Vosen, president of Key Investment Services and also president of BISA’s board this year.

The board relieved Grieb and Sloane of their duties last month after over a decade running the association and handed the reins over to SmithBucklin, which is conducting the search for BISA’s new executive director. Vosen said the timeframe is expected to be “sooner rather than later,” but conceded that there are no frontrunners yet.

BISA’s board made the decision to find new leadership in order to grow the organization—BISA’s current membership at around 270—and better service members, Vosen said. “We thought we could do that better if it’s managed by a professional association management organization.”

SmithBucklin is the largest association management firm in the U.S., providing 320 trade associations with conference planning, technology, accounting and creative services, among other things.

Being headquartered in Washington, D.C., is also a plus, Vosen said. “We’re not a lobbying organization, but a lot of regulatory stuff is run out of Washington, so it’s a better place for us to be.”

Grieb and Sloane remain principals of DSG, a bank distribution and retirement market consultant in Wayne, Pa.


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