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Reg BI Workshop

Financial Services Institute / Reg BI Workshop

Countdown to Reg BI Workshop

Reg BI Workshop:
Decision-Making Phase

Thursday, November 7, 2019

FSI Office, Lower Lobby Conference Room
1201 Pennsylvania Ave. NW
Washington, D.C. 20004

 

With the June 30, 2020 implementation deadline for Regulation Best Interest (Reg BI) fast approaching, join us for our second Reg BI workshop. Building off the discussions and feedback from our first Reg BI workshop, attendees will have the opportunity to network and hear how firms have been moving forward in their preparation as well as share the questions they have encountered and discuss possible solutions. The workshop will also explore Form CRS, particularly how firms are approaching it and the formats being used.

WHO SHOULD ATTEND

This event is open to FSI Firm members and select sponsors. Space is limited, so register today!

REGISTRATION

Registration Fee: $250

Registration Instructions:

1.  Click here to open the registration website.

2. Click Login & Account Setup
– Your username will be your email address.
– If you do not remember your password, you can send yourself a link
to reset.

3. Click “Register

 

Questions?  Contact our team at 1-888-373-1840 or events@financialservices.org

All cancellation and refund requests must be made in writing by October 25, 2019. No refunds will be granted for requests postmarked after this date. Submit all requests to FSI Registration via email at events@financialservices.org. FSI regrets that refunds will not be given for no-shows.

Schedule

Thursday, November 7

8:00 – 8:30 a.m.
Breakfast

8:30 – 3:00 p.m.
Reg BI Workshop

  • Explore Form CRS format possibilities and how firms are complying
  • Learn how other firms are moving forward toward implementation since the last workshop
  • Ask new questions that have arisen while working toward implementation and any best practices learned
  • Get on the right track as Eversheds provides suggested answers to the questions to the SEC
  • Receive timely information from FINRA about their internal efforts in preparation for Reg BI
  • Network with your fellow compliance professionals in the industry

*Lunch will be provided.

HOTEL INFORMATION

Several hotels are available near FSI’s office building:

JW Marriott
331 Pennsylvania Avenue NW, Washington, D.C. 20004 (1 block from FSI office)
Tel: 202-393-2000

Trump International Hotel Washington DC (1 block from FSI office)
1100 Pennsylvania Ave. NW, Washington, D.C. 20004
Tel: 202-695-1100

W Washington D.C. (0.4 miles from FSI office)
515 15th St. NW, Washington, D.C. 20004
Tel: 202-661-2400

Grand Hyatt Washington (0.5 miles from FSI office)
1000 H St. NW, Washington, D.C. 20001
Tel: 202-582-1234

Sofitel Washington DC Lafayette Square (0.6 miles from FSI Office)
806 15th St NW, Washington, D.C. 20005
Tel: 202-730-8800

These hotels are in Washington, D.C. but slightly further from FSI’s office building:

Residence Inn by Marriott Washington, DC/Capitol (1.3 miles from FSI office)

333 E St SW, Washington, D.C. 20024

Tel: 202-484-8280

The St. Gregory Hotel Dupont Circle (1.5 miles from FSI office)

2033 M St NW, Washington, D.C. 20036

Tel: 202-530-3600

The Wink Hotel (1.5 miles from FSI office)

1143 New Hampshire Ave NW, Washington, D.C. 20037

Tel: 202-775-0800

Courtyard Washington DC/US Capitol   (2 miles from FSI office)

1325 2nd St NE, Washington, D.C. 20002

Tel: 202-898-4000

Residence Inn by Marriott Washington, DC/Dupont Circle (2 miles from FSI office)

2120 P St NW, Washington, D.C. 20037

Tel: 202-466-6800

The Graham Washington DC Georgetown, Tapestry Collection by Hilton (2 miles from FSI office)

1075 Thomas Jefferson Street NW, Washington, D.C. 20007

Tel: 202-337-0900

Additional Hotel Options
Crystal City and Rosslyn in Arlington, VA and Alexandria, VA provide some more economical hotel options and are located relatively near Reagan National Airport (DCA) – approx. 3-6 miles from FSI’s office (about $20 cab fare, one way).  Most of these hotels are also accessible to the Metro, DC’s subway system.

Rosslyn

Le Méridien Arlington (3 miles from FSI office, .2 miles from Rosslyn metro)

1121 19th Street North, Arlington, VA 22209

Tel: 703-351-9170

Holiday Inn : Rosslyn @ Key Bridge (3 miles from FSI office, .2 miles from Rosslyn metro)

1900 N. Fort Myer Drive, Arlington, VA 22209

Tel: 703-807-2000

Courtyard Arlington Rosslyn (3 miles from FSI office, .3 miles from Rosslyn metro)

1533 Clarendon Boulevard, Arlington, VA 22209

Tel: 703-528-2222

Homewood Suites by Hilton Arlington Rosslyn Key Bridge  (3 miles from FSI office, .5 miles from Rosslyn metro)

1900 North Quinn Street, Arlington, VA 22209

Tel: 703-348-2828

Hyatt Place Arlington/Courthouse Plaza (4 miles from FSI office, .1 miles to Court House metro)

2401 Wilson Blvd., Arlington, VA 22201

Tel: 703-243-2494

Residence Inn Arlington Courthouse (4 miles from FSI office, .2 miles to Court House metro)

1401 North Adams Street, Arlington. VA 22201

Tel: 703-312-2100 

Crystal City

Residence Inn Arlington Pentagon City (3 miles to office, .3 miles to Pentagon City metro)

550 Army Navy Drive, Arlington, VA 22202

Tel: 703-413-6630

Embassy Suites by Hilton Crystal City National Airport (3.5 miles to office, .4 miles to Crystal City metro)

1300 Jefferson Davis Highway, Arlington, VA 22202

Tel: 703-979-9799

Crystal Gateway Marriott (3.5 miles to office, .2 miles to Crystal City metro)

1700 Richmond Highway, Arlington, VA 22202

Tel: 703-920-3230

Hampton Inn & Suites Reagan National Airport  (3.5 miles to office, .2 miles to Crystal City metro)

2000 Jefferson Davis Highway, Arlington, VA 22202

Tel: 703-418-8181

Crystal City Marriott at Reagan National Airport (3.5 miles to office, .3 miles to Crystal City metro)

1999 Jefferson Davis Highway, Arlington, VA 22202

Tel: 703-413-5500

Residence Inn Arlington Capital View (4 miles to office)

2850 South Potomac Avenue, Arlington, VA 22202

Tel: 703-415-1300

Renaissance Arlington Capital View Hotel (4 miles to office)

2800 South Potomac Avenue, Arlington, VA 22202

Tel: 703-413-1300

Courtyard Arlington Crystal City/Reagan National Airport (4 miles to office)

2899 Richmond Highway, Arlington, VA 22202

Tel: 703-549-3434 

Alexandria, VA

Sheraton Suites Old Town Alexandria (6.5 miles to office, .6 miles to Braddock Road metro)

801 North Saint Asaph Street, Alexandria, VA 22314

Tel: 703-836-4700

Hilton Garden Inn Alexandria Old Town King St. Metro (7.5 miles to office, .2 miles to King Street metro)

1620 Prince Street, Alexandria, VA 22314

Tel: 703-302-8300

Hilton Alexandria Old Town (7.5 miles to office, across the street from King Street metro)

1767 King Street, Alexandria, VA 22314

Tel: 703-837-0440

Hotel Indigo: Old Town Alexandria (7.5 miles to office)

220 South Union Street, Alexandria, VA 22314

Tel: 703-721-3800

Holiday Inn & Suites : Alexandria – Old Town (6.5 miles to office, .7 miles to Braddock Road metro)
625 First Street, Alexandria, VA 22314
Tel: 703-548-6300

TRAVEL INFORMATION

Air Travel:

Ronald Reagan Washington National Airport (DCA)
4.0 miles from FSI’s Office
Estimated taxi fare: $20 (one way)

Washington Dulles International Airport (IAD)
27 miles from FSI’s Office
Estimated taxi fare: $76 (one way)

Baltimore/Washington International Thurgood Marshall Airport (BWI)
35.2 miles from FSI’s Office
Estimated taxi fare: $82 (one way)

Other Transportation:

Additional transportation options include Amtrak and Metro.

THINGS TO DO IN D.C.

FSI’s office is located conveniently in downtown D.C. near the White House, National Mall, Smithsonian museums and Capitol Hill.

D.C. Tourism Information:

RESTAURANTS

Boqueria Penn Quarter
$$ – Spanish, Tapas
777  9th Street NW

 

Central Michel Richard

$$$ American
Cross street 11th Street & Pennsylvania Ave. NW

 

Del Frisco’s Grille
$$ – Steakhouse, Bars, American (Traditional)
1201 Pennsylvania Ave. NW

 

Elephant & Castle
$ – Pub
1201 Pennsylvania Ave. NW

 

Fiola

$$$$ Italian
Cross street Entrance on Indiana Ave., between 6th and 7th Streets

 

Fogo de Chao
$$$ – Brazilian Steakhouse
1101 Pennsylvania Ave. NW

 

Joe’s Seafood, Prime Steak & Stone Crab

$$$$ Seafood
Cross street 15th and H Streets

 

Mastro’s Steakhouse
$$$$ – Steakhouse
600 13th Street NW

 

Ocean Prime
$$$ – Seafood
1341 G Street NW

 

Old Ebbitt Grill
$$ – American (Traditional), Bars
675 15th Street NW

 

Oyamel
$$ – Mexican, Tapas
401 7th Street NW

 

Succotash – Penn Quarter

$$ American
Cross street – 9th Street NW (Between 9th and 10th Streets)

 

Tosca
$$$ – Italian
1112 F Street NW

 

Umaya
$$ – Japanese, Sushi, Ramen
733 10th Street NW