Ambassador Sponsors
Schedule at a Glance
(tentative schedule, subject to change)
| Monday, September 24 | |
| 9:00 a.m. - 6:30 p.m. | Registration Open, Grand Ballroom Registration |
| 9:30 a.m. - 11:30 a.m. | FSI Financial Advisor Council Meeting (FA Council Members only; Closed to Media), Audubon |
| 10:00 a.m. - 12:00 p.m. | FSI Investment Advisory Services Council Meeting (Council Members only; Closed to Media), Sussex |
| 12:00 p.m.- 2:00 p.m. | Advancing Women in Leadership Workshop: Building Centers of Influence and Creating a Collaborative Network for Female Leaders (Advance Registration Required), Grand Ballroom A Sponsored by Fidelity Clearing & Custody Solutions |
| 12:00 p.m. - 4:45 p.m. | FSI Board of Directors Meeting (by invitation only; Closed to Media) |
| 1:00 p.m. - 4:00 p.m. | FSI Compliance Council Meeting (Council Members only; Closed to Media), Hermitage |
| 2:00 p.m. - 4:00 p.m. | Succession Planning Workshop (Advance Registration Required), Murano Garden Salon |
| 2:00 p.m. - 4:00 p.m. | - FSI Marketing, Growth & Development Council Meeting (Council Members only; Closed to Media), Milano - FSI Operations & Technology Council Meeting (Council Members only; Closed to Media), Vienna |
| 5:00 p.m. - 6:00 p.m. | Opening General Session: FSI Interview with FINRA, Grand Ballroom C |
| 6:00 p.m. - 6:45 p.m. | Opening Networking Reception, Grand Ballroom Reception ABC |
| Tuesday, September 25 | |
| 6:30 a.m. - 6:30 p.m. | Registration Open, Grand Ballroom Registration |
| 7:00 a.m. - 7:45 a.m. | Networking Breakfast, Grand Ballroom Reception ABC |
| 8:00 a.m. - 9:00 a.m. | Concurrent Sessions: - Firm Executive Track 1&2: The Impending Advisor Talent Crisis: How Diversity Can Create Opportunities for Growth Within Your Firm, Grand Ballroom B - Financial Advisor Track: Business Contingency Planning, Grand Ballroom A |
| 9:00 a.m. - 9:30 a.m. | Networking Break |
| 9:30 a.m. - 10:30 a.m. | Concurrent Sessions: - Firm Executive Track 1&2: Innovation & Automation to Increase Service Levels & Profit Margins, Grand Ballroom B - Financial Advisor Track: Applied Behavioral Finance, Grand Ballroom A |
| 10:30 a.m. - 11:00 a.m. | Networking Break, Grand Ballroom Reception ABC |
| 11:00 a.m. - 12:00 p.m. | General Session: FSI Advocacy Update, Grand Ballroom C |
| 12:15 p.m. - 1:30 p.m. | Networking Lunch |
| 1:30 p.m. - 4:00 p.m. | Concurrent Sessions: - Firm Executive Track 1: Current Industry and Compliance Trends, Grand Ballroom B - Firm Executive Track 2:Technology & Cybersecurity to Protect Firms & Advisors, Grand Ballroom D - Financial Advisor Track: Create Your Ideal Life by Building an Ideal Business with Ideal Clients, Grand Ballroom A |
| 4:00 p.m. - 4:15 p.m. | Networking Break, Grand Ballroom Reception ABC |
| 4:15 p.m. - 5:15 p.m. | General Session: Perspective is Power, Grand Ballroom C |
| 5:15 p.m. - 6:30 p.m. | Networking Reception, Grand Ballroom Reception ABC |
| Wednesday, September 26 | |
| 7:00 a.m. - 10:00 a.m. | Registration Open, Grand Ballroom Registration |
| 7:00 a.m. - 7:45 a.m. | Networking Breakfast, Breakfast available in Discussion Rooms |
| 8:00 a.m. - 12:00 p.m. | Discussions* (Closed to Media): - Firm CEO Discussion, Venezia Garden Salon - Firm Executive Discussion, Grand Ballroom B - Financial Advisor Discussion, Grand Ballroom A |
| 12:00 p.m. | Conference Adjourns |
| 12:00 p.m. - 2:00 p.m. | Council Leadership Meeting (Current Chairs, Vice Chairs & Immediate Past Chairs Only; Closed to Media) |
*Sponsor and exhibitor personnel are ineligible to attend the Wednesday morning discussion meetings with the following exceptions:
- Sponsors may send one (1) attendee to the Firm Executive and Financial Advisor discussion groups.
- Ambassador & Premier Sponsors may also send one (1) attendee to the CEO discussion.
Social
