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Schedule at a Glance

OneVoice 2018

Date: January 29 - 31, 2018
Location: Grapevine, TX

FSI’s OneVoice conference is the annual in-person gathering for independent financial services firm executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.

(tentative schedule, subject to change)

This year's conference has a dynamic schedule of events.


Monday, January 29
8:00 a.m. - 3:00 p.m. FSI Board of Directors Meeting (by invitation only; closed to media)
10:00 a.m. - 12:00 p.m. FSI Investment Advisory Council Meeting (IAS Council Members Only; Closed to Media), Ft. Worth 7
10:00 a.m. - 6:30 p.m. Registration Open
12:00 - 3:45 p.m. Advancing Women in Leadership Luncheon - sponsored by Broadridge Financial Solutions, Inc. and Fidelity Clearing & Custody Solutions, Texas C
1:00 - 3:30 p.m. FSI Compliance Council Meeting (Compliance Council Members Only; Closed to Media), Dallas 2
2:00 - 3:30 p.m. FSI Operations & Technology Council Meeting (Ops & Tech Council Members Only; Closed to Media), Dallas 4
4:00 – 5:15 p.m. Opening General Session:
Adapt & Disrupt: Capture New Business Opportunities and Stay Ahead of the Pack,
Texas A&B
5:15 - 6:30 p.m. Opening Networking Reception, Texas A&B
Tuesday, January 30
6:30 a.m. - 6:30 p.m. Registration Open
6:45 - 7:45 a.m. Networking Breakfast, Texas A&B
8:00 - 9:00 a.m. CEO Track sponsored by American Funds: Thriving in a Fiduciary World, Texas C
Compliance Track: Advisor-Run RIAs, Texas D
Due Diligence Track: Interaction Panel, Dallas 5-7
IAS Track: Are You a Fiduciary? New and Proposed Regulations Creating Fiduciary Status for Firms, Texas 5&6
MG&D Track: Doing More with Less - Effectively Leveraging Strategic Partnerships for Marketing Success, Texas 1&2
Ops & Tech Track: Cybersecurity, Texas 3&4
Supervision Track: Best Practices on Partnering with Compliance, San Antonio 1-3
9:00 - 9:30 a.m. Networking Break, Texas A&B
9:30 - 10:30 a.m. Joint CEO and MG&D Track Sponsored by American Funds: Hybrid RIA Model - Are You on Offense, Defense or on the Sidelines?Texas C
Joint Compliance and IAS Track: The Share Class Conundrum, Texas D
Due Diligence Track: Advisory Panel, Dallas 5-7
Ops & Tech Track: Service Management in Financial Services, Texas 3&4
Supervision Track: Supervising Complex Products, San Antonio 1-3
10:30 - 10:45 a.m. Networking Break, Texas Pre-Function Foyer
10:45 a.m. - 12:00 p.m. General Session: Firm CEO Panel, Texas A&B
12:00 - 1:30 p.m. Networking Lunch, Texas A&B
1:30 - 2:30 p.m. CEO Track Sponsored by American Funds: The Product Shelf, Texas C
Compliance Track: Vulnerable Clients, Texas D
Due Diligence Track: Processes and Procedures Panel, Dallas 5-7
IAS Track: Impact of Technology and Regulatory Environment on Advice Delivery, Texas 5&6
MG&D Track: The Power of Diversity in Growing Your Business, Texas 1&2
Ops & Tech Track: Cloud Adoption, Texas 3&4
Supervision Track: Effective Documentation Practices for Financial Advisors, San Antonio 1-3
2:30 - 3:00 p.m. Networking Break in Exhibit Hall, Texas A&B
3:00 - 4:00 p.m. CEO Track Sponsored by American Funds: Rep as Portfolio Manager, Texas C
Joint Compliance and Due Diligence Track: Regulatory Update and Exam Focus, Texas D
IAS Track: The Impact of Shrinking Product Shelves, TAMP's Z and Clean Shares, Texas 5&6
MG&D Track: The Future of Marketing and Branding as the Client Experience, Texas 1&2
Ops & Tech Track: Leveraging Agile Principles - Bringing IT and Business Together, Texas 3&4
Supervision Track: Supervision of Remote Locations, San Antonio 1-3
4:15 – 5:15 p.m. General Session:
The 5 Second Rule: Achieve Break-Through Performance in Your Career and Life,
Texas A&B
5:15 - 6:30 p.m. Networking Reception, Texas A&B
Wednesday, January 31
7:00 a.m. Registration Open
7:30 - 8:00 a.m. Discussion Breakfast, Varies (see Discussions)
8:00 - 10:00 a.m. Marketing, Growth & Development Discussion*, Texas 1&2
8:00 - 11:00 a.m. Due Diligence Discussion*, Ft. Worth 7
Investment Advisory Services Discussion*, Texas 5&6
8:00 a.m. - 12:00 p.m. CEO Discussion*, Texas C
Compliance Discussion*, Dallas 5-7
Operations & Technology Discussion*, Texas 3&4
10:00 a.m. - 12:00 p.m.. FSI Marketing, Growth & Development Council Meeting (MG&D Council Members Only; Closed to Media), Texas 1&2
11:00 a.m. - 12:00 p.m. FSI Due Diligence Council Meeting (Due Diligence Council Members Only; Closed to Media), Ft. Worth 7

*Sponsor and exhibitor personnel are ineligible to attend the Wednesday morning discussion meetings with the following exceptions:

  • Ambassador & Premier Sponsors may send one (1) attendee to each of the six discussions
  • Partner Law Firm Sponsors may send one (1) attendee to the Compliance Discussion Meeting (only).

*Discussion meetings are closed to Media




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