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Jun 4th | 8:30 AM - 2:00 PM | Atlanta

Internal Sales Desk Summit

Internal Sales Desk leaders gathered in Atlanta for the 2026 IMEA Internal Sales Desk Summit to discuss the evolving role of internal sales organizations and the strategies firms are implementing to drive growth, efficiency, and stronger distribution outcomes.

Hosted by Invesco, this annual Summit brought together senior leaders from across the investment management industry for candid, peer-driven conversations focused on organizational structure, talent development, technology adoption, and the future of internal distribution.

Agenda Highlights Included:

  • AI, sales evolution, and the future of internal distribution
  • Client perspectives on engagement and partnership
  • Internal sales operating models and organizational structure
  • Talent acquisition, development, and retention strategies
  • Workforce evolution and team effectiveness
  • Interactive peer discussions and practical industry insights

Designed as an intimate, collaborative forum, the Summit provided attendees with the opportunity to exchange ideas, benchmark approaches, and learn how peers are adapting internal sales organizations to meet changing advisor expectations, evolving distribution models, and increasing demands for scale and efficiency.

Thank you to all attendees, speakers, discussion leaders, and partners who contributed to another engaging and valuable IMEA experience. Special thanks to Invesco for hosting this year’s Summit.

PRESENTERS

Nitin Dua

AI & Future of Sales SME

Deloitte Consulting

Bill Jacobs

Senior Vice President, Head of Internal Sales for U.S. Wealth Management

Franklin Templeton

Andrew Phillips

Head of Internal Sales & WMI Learning & Development

Invesco

Beau Bokelman

Managing Director, Head of Internal Sales

Janus Henderson Investors

Andy Harbour

CFP, CIMA, CRPS | Managing Director, Financial Advisor

Morgan Stanley

Jennifer Round

Senior Vice President, Sales

Natixis Investment Managers

Dan Kundla

CFP | Senior Vice President of Investments

Platinum Wealth Management of Buckhead

THERE’S NO BETTER TIME TO

JOIN THE IMEA!

For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.