Monday, July 26

7:00 a.m. – 6:30 p.m.

Registration Open

8:00 a.m. – 12:00 p.m.

FSI Board of Directors Meeting (Board Members Only; Closed to Media)
Sponsored by Morning Star

9:00 – 10:30 a.m.

Pre-Conference Workshop:  DOL Investment Advice Rule & PTE: Your Questions Answered 
(Closed to Media, pre-registration required and additional fees apply)

11:00 a.m. – 1:30 p.m.

FSI Council Meetings (Council Members Only; Closed to Media)

2:00 – 3:45 p.m.

Pre-Conference Workshop:  Advancing Women in Leadership
Sponsored by Broadridge Financial Solutions, Inc. & Fidelity Institutional
(Pre-registration required and additional fees apply)

4:00 – 5:15 p.m.

Opening General Session: The Future Economy: Opportunities for Growth

5:15 – 6:30 p.m.

Opening Networking Reception

Tuesday, July 27

6:30 a.m. – 6:30 p.m.

Registration Open

6:45 – 7:45 a.m.

Networking Breakfast

8:00 – 9:00 a.m.

Concurrent Sessions

9:00 – 9:30 a.m.

Networking Break

9:30 – 10:30 a.m.

Concurrent Sessions

10:30 – 11:00 a.m.

Networking Break

11:00 a.m. – 12:00 p.m.

General Session: Ready for Action: Committing to Diversity and Inclusion

12:00 – 1:30 p.m.

Networking Lunch

1:30 – 2:30 p.m.

Concurrent Sessions

2:30 – 3:00 p.m.

Networking Break

3:00 – 4:00 p.m.

Concurrent Sessions

4:15 – 5:15 p.m.

General Session: Firm Executives Panel: The Post COVID World: Moving #ForwardTogether

5:15 – 6:30 p.m.

Networking Reception

Wednesday, July 28

7:00 a.m.

Registration Open

7:30 – 8:00 a.m.

Discussion Breakfast

8:00 – 11:00 a.m.

CEO Discussion*
Compliance Discussion*
Investment Advisory Services Discussion*
Marketing, Growth & Development Discussion*
Operations & Technology / HR Discussion*
Supervision Discussion*

11:00 a.m. 

Conference Adjourns