FSI Annual Kickoff

Date: February 01 - 03, 2021

Get ready to learn and network with FSI in 2021! Our Annual Kickoff has been re-created as a special members-only event in a virtual format. Save time on your calendar for these short, inspiring sessions that will help you prepare for what is to come in 2021.

You will receive a separate Zoom link in advance of each day’s session.

Schedule

Monday, Feb. 1

1:00 p.m. – 2:00 p.m. EST (open to all FSI Members)

FSI Update: Looking Ahead at 2021

Dale Brown

President & CEO
Financial Services Institute




What’s Ahead for 2021: Stop Doomscrolling and Consider the Data
After one of the most challenging years in memory, take a look at the indicators of opportunity ahead. Continued uncertainty and changing public policy may signal threats, but there are also signs of rebound and growth.

Dale Brown, President & CEO, Financial Services Institute and Andrew Busch, former Chief Market Intelligence Officer for the Commodities and Futures Trading Commission (CFTC), discuss how the new Administration will impact FSI members’ businesses, including where the economy, business climate, and job market are headed.

Andrew Busch

Former Chief Market Intelligence Officer
CFTC



Dale Brown

President & CEO
Financial Services Institute



Tuesday, Feb. 2

1:00 p.m. – 2:00 p.m. EST (open to all FSI Members)

Welcoming This New Year: Opportunities for Independent Financial Services
James Poer, CEO, Kestra Financial and Chair, FSI Board of Directors, extends greetings and an invitation to stay engaged with FSI as we navigate a changed world.

James Poer

CEO
Kestra Financial; 2021 FSI Board Chair


2021 FSI Advocacy Priorities
FSI’s advocacy efforts rely on your time and effort, so our leadership and Board have carefully considered where to focus.  During this session, the FSI Advocacy Team will outline key initiatives at the federal and state levels to protect your clients’ access to your advice, products, and services.

Moderator

Robin Traxler

Senior VP, Policy & Deputy General Counsel
Financial Services Institute



Panel

Dan Barry

Director, State Legislative Affairs
Financial Services Institute


Renee Barnett

Director, Federal Regulatory Affairs & Senior Counsel
Financial Services Institute




Matt Landers

Director of Political Engagement
Financial Services Institute



Hanna Y. Laver

Director of Legislative Affairs & Senior Counsel
Financial Services Institute



Wednesday, Feb. 3

1:00 p.m. – 3:00 p.m. EST (open to FSI Firm Member Executives*)

Sharing Insights in Small-Group Peer Discussions
Share experiences with new and long-time colleagues to identify common issues, problem-solve, and generate fresh ideas for the future. If you’ve participated before, you know the structure and format of FSI discussions encourage free-flowing, flexible conversation that follows participants’ interests.

Discussion Groups:

  • Account & Finance
  • Firm CEOs
  • Compliance
  • Human Resources
  • Investment Advisory Services
  • Marketing, Growth & Development
  • Operations & Technology

*Sponsor personnel are ineligible to attend the Wednesday discussion meetings with the following exceptions:
Ambassador and Premier Sponsors may send one (1) attendee to each of the discussion meetings.
Partner Law Firm Sponsors may send one (1) attendee to the Compliance Discussion Meeting (only).
*Discussion meetings are closed to Media

Registration Fees

Registration TypeFee
Firm Members$125
Financial Advisor Members$75
Sustaining & Associate Sponsor Employees$125
Ambassador & Premier Sponsor EmployeesComplimentary