
2025 SUMMER CONFERENCE
The Marquette Hotel, Minneapolis
August 2nd, 3rd, and 4th
We are thrilled to invite and welcome you to our Summer Conference in Minneapolis! This event will focus on Retaining Clients & Creating Lifetime Customer Relationships, and is designed to provide invaluable insights into the latest trends, solutions, and innovations shaping the future of employee benefits. Join industry leaders, network with fellow Advisors, and expand your expertise in a vibrant and engaging atmosphere. We look forward to your participation in what promises to be an enlightening and impactful experience in the heart of Minneapolis!
Sessions will cover:
• Using Data to Drive Risk Management Recommendations
• Underwriting / Funding / Cashflow training
• Strategic Client Management
• ICHRAs
• Cash Pay
• AI Developments
• Agency Business Models
• Federal and State Policy Updates
• Compliance
• Medical & Data Innovation
• Pharmacy Update
• Tech Assessment
• Retention Strategies for both Large and Small Groups
• Workflows, Client Calendar, and Servicing Parameter for Large and Small Groups
*Please note: you must be a BAN Member to attend the BAN Conferences.
BAN Conferences are a way to…
• Receive support and information from the BAN Directors, Partners, and Team while collaborating with other agencies who have similar challenges and achievements;
• Hear directly from subject matter experts, offering innovations for emerging trends, challenges, and opportunities in the industry;
• Enjoy ample opportunities and social events to connect with fellow BAN members, Directors, and Partners and to foster new alliances and friendships in a relaxed, enjoyable atmosphere.
Questions?
Contact Grace or Caroline.
We can’t wait to connect with you in clear and sunny Minneapolis!