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Firm Executives Session - Hot Topics with State Regulators

Speaker(s):

Denis Dice

Diversity & Inclusion Workshop, Sponsored by Fidelity Institutional

Speaker(s):

Christine Byrne Jeffrey Green Victor Nieves Anand Sekhar

Opening General Session - FSI Welcome

Speaker(s):

Dale E Brown

Firm Executives Session - Gaining Access: Integrating ESG into the Advisor Workflow

Speaker(s):

Matthew Radgowski

Financial Advisors Session - Digital Empowerment

Speaker(s):

Tricia Haskins

Financial Advisors Session - Understanding ESG: As Easy as 123

Speaker(s):

Michael Garberich

GENERAL SESSION: A 360-Degree View on Independent Contractor Threats

Speaker(s):

Matt Landers Renee Barnett Dan Barry Hanna Laver David Bellaire

GENERAL SESSION: Technology & Modernization

Speaker(s):

Alex Khachaturian Jonathan Sokobin Gerri Walsh Renee Barnett

Firm Executives Session - Advisor Panel

Speaker(s):

Brad A Greenbaum Rhonda T Heineman Elizabeth Kietzman Stephen J. Horn

Financial Advisors Session - Navigating through Retirement Plan Pitfalls and Misconceptions

Speaker(s):

Illene Ferenczy

Financial Advisors Session - Why You Need a Business Valuation Now and Routinely

Speaker(s):

Owen Dahl Mike Langford

Closing General Session - Trends in Cybersecurity

Speaker(s):

Trish McGinity

Firm Executives Session - DOL PTE 20-02: Practical Tips from the Trenches

Speaker(s):

Jason C. Roberts

Opening General Session - The Washington Update

Speaker(s):

Jeff Bush