FSI Annual Kickoff
The FSI Annual Kickoff was re-created for 2021 as a special members-only event. If you weren’t available for the live event, now you can view the recording of these short, inspiring sessions anytime, anyplace.
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; closed to media)
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
