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Reg BI Workshop

Financial Services Institute / Reg BI Workshop

Countdown to Reg BI Workshop

Reg BI Workshop

September 12, 2019

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

On June 5th, the SEC adopted Regulation Best Interest (Reg BI). With a June 30, 2020 deadline for implementation, the clock is running on firms’ efforts to develop the policies, procedures, disclosures and educational materials necessary to achieve compliance with the rule. Jump-start those efforts by participating in a dedicated peer-to-peer discussion about Reg BI, the new regulatory requirements and the various operational challenges faced by independent financial services firms working to comply. Leave the session with new found insights, solutions and a network of experts willing to continue the discussion as you advance toward implementation.

Workshop attendees* will receive a FREE Regulation Best Interest compliance guide developed by Eversheds (a $2,500 value). The guide will help prepare your firm as you work toward compliance with Reg BI and develop the Form CRS.

*You MUST be in attendance at the workshop in order to receive the guide.

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

Schedule

Thursday, September 12

8:00 a.m.
Breakfast

8:30 a.m.
Workshop Begins

12:00 p.m.
Lunch

3:00 p.m.
Workshop Ends

HOTEL INFORMATION

Several hotels are available near FSI’s office building:

JW Marriott Washington DC  (1 block from FSI office)
1331 Pennsylvania Ave. NW, Washington, D.C. 20004
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

Washington Marriott at Metro Center  (0.4 miles from FSI Office)
775 12th St. NW, Washington, D.C. 20005
Tel: 202-737-2200

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

Additional Hotel Options
Crystal City in Arlington, VA provides some more economical hotel options and is located near Reagan National Airport (DCA) – approx. 4.0 miles from FSI’s office (about $20 cab fare, one way).

DoubleTree by Hilton Washington D.C. – Crystal City
300 Army Navy Dr., Arlington, VA 22202
Tel: 703-416-4100

Crowne Plaza Crystal City
1480 Crystal Dr., Arlington, VA 22202
Tel: 703-416-1600

The Westin Crystal City
1800 Richmond (Jefferson Davis) Hwy., Arlington, VA 22202
Tel: 703-486-1111

Hilton Garden Inn Reagan National Airport
2020 Jefferson Davis Hwy., Arlington, VA 22202
Tel: 703-892-1050

Hilton Crystal City
2399 Jefferson Davis Hwy., Arlington, VA 22202
Tel: 703-418-6800

Holiday Inn National Airport/Crystal City
2650 Jefferson Davis Hwy., Arlington, VA 22202
Tel: 703-684-7200

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: