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Schedule at a Glance

(Tentative schedule as of 10/27/21, subject to change)
**FSI Forum 2021 is closed to media.**

Tuesday, Nov. 2

 

12:00 p.m. – 1:00 p.m. ET

Opening General Session
- FSI Welcome
- The Washington Update
   Sponsored by Sammons Institutional Group®

1:00 p.m. – 2:00 p.m. ET

Concurrent Sessions

1. Firm Executives - Gaining Access: Integrating ESG into the   
    Advisor Workflow
2. Financial Advisors - Understanding ESG: As Easy as 123

    Hosted by Orion

2:00 p.m. – 2:30 p.m. ET

General Session, Hosted by BNY Mellon l Pershing
FSI Update: A 360-Degree View on Independent Contractor Threats


Wednesday, Nov. 3

 

12:00 p.m. – 1:00 p.m. ET

General Session, Hosted by Fidelity Institutional
Technology & Modernization

1:00 p.m. – 2:00 p.m. ET

Concurrent Sessions

1. Firm Executives - Hot Topics with State Regulators

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

2:00 p.m. – 3:00 p.m. ET

Concurrent Sessions

1. Firm Executives - DOL PTE 20-02: Practical Tips from the
    Trenches
2. Financial Advisors - Navigating through Retirement Plan Pitfalls
    & Misconceptions

 

Thursday, Nov. 4

 

12:00 p.m. – 1:00 p.m. ET

General Session - Trends in Cybersecurity, Hosted by Broadridge Financial Solutions

1:00 p.m. – 2:30 p.m. ET

Diversity and Inclusion Workshop
Sponsored by Fidelity Institutional

2:30 p.m. – 3:30 p.m. ET

Concurrent Sessions
1. Firm Executives - Advisor Panel
    Hosted by Inland Real Estate Corporation


2. Financial Advisors - Digital Empowerment
    Hosted by Docupace

 

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