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Monday, February 2, 2026
FSI Board of Directors Meeting (closed to media)8:00 AM - 1:30 PM
Registration Open9:00 AM - 6:30 PM
Accounting & Finance Council Meeting10:00 AM - 11:30 AM
Compliance Council Meeting10:00 AM - 11:30 AM
Investment Advisory Council Meeting10:00 AM - 11:30 AM
Operations & Technology Council10:00 AM - 11:30 AM
Lunch (Council Members and Workshop Participants)11:30 AM - 12:15 PM
Beyond the Buzz: Real AI Strategies for Growth, Scale and Client Value12:15 PM - 1:45 PM
Advancing Women in Leadership Workshop12:15 PM - 1:45 PM
Opening General Session: Momentum: The Energy to Step into the Future2:00 PM - 3:00 PM
Exhibit Hall Open3:15 PM - 6:30 PM
Discussion: CEO3:15 PM - 5:15 PM
Discussion: Compliance3:15 PM - 5:15 PM
Discussion: Investment Advisory Services3:15 PM - 5:15 PM
Discussion: Marketing, Growth & Development3:15 PM - 5:15 PM
Discussion: Operations & Technology3:15 PM - 5:15 PM
Braindate: Peer Learning & Exchange, Sponsored by Praxis Solutions3:30 PM - 6:30 PM
Welcome Reception, Sponsored by Financial Planning5:15 PM - 6:30 PM
Tuesday, February 3, 2026
Braindate: Peer Learning & Exchange, Sponsored by Praxis Solutions7:30 AM - 8:30 AM
Exhibit Hall Open7:30 AM - 6:30 PM
Morning Specialty Coffee, Sponsored by Jump7:30 AM - 11:30 AM
Registration7:30 AM - 6:30 PM
Networking Breakfast, Sponsored by InvestmentNews7:30 AM - 8:30 AM
General Session: Leadership in an AI-Driven World: Insights from FSI’s AI Task Force8:30 AM - 9:30 AM
Networking Break9:30 AM - 10:00 AM
Braindate, Peer Learning & Exchange, Sponsored by Praxis Solutions9:30 AM - 1:30 PM
Beyond the Hype: Understanding Modern Investments10:00 AM - 11:00 AM
Data Integrity in Action: Building Governance, Security and Trust10:00 AM - 11:00 AM
Guiding the Financial Advisor Journey: Succession Planning from Growth to Transition10:00 AM - 11:00 AM
Regulatory and Legislative Realities: What Every Wealth Management Leader Needs to Know Now10:00 AM - 11:00 AM
Scams Targeting Vulnerable Clients10:00 AM - 11:00 AM
Today’s AI Playbook for Wealth Management10:00 AM - 11:00 AM
Networking Break11:00 AM - 11:30 AM
Bridging the Generational Divide: Effective Communication Among Clients, Advisors and Teams11:30 AM - 12:30 PM
Future-Ready Firms: Leading with Tech, Agility, and Client Focus11:30 AM - 12:30 PM
Guardrails & Growth: AI’s Role in Risk, Compliance and Trust11:30 AM - 12:30 PM
Navigating Remote Supervision: Lessons Learned from FINRA’s Remote Inspection Pilot Program11:30 AM - 12:30 PM
Third-Party Risk in Focus: Lessons, Pitfalls and Best Practices11:30 AM - 12:30 PM
Welcome to Our Firm: The Future of Account Onboarding11:30 AM - 12:30 PM
Networking Lunch12:30 PM - 1:45 PM
Braindate: Peer Learning & Exchange, Sponsored by Praxis Solutions1:45 PM - 6:30 PM
Charting the Future: Responsible AI Innovation in Financial Services1:45 PM - 2:45 PM
Cybersecurity in Practice: Real-World Strategies from the Front Lines1:45 PM - 2:45 PM
Driving Advisor Productivity and Strategic Growth1:45 PM - 2:45 PM
From Design to Distribution: Understanding Product Complexity Across the Sales Life Cycle (closed to media)1:45 PM - 2:45 PM
RILAs on the Radar: What Leaders Need to Know About Supervision (closed to media)1:45 PM - 2:45 PM
Shifting from Mutual Funds to ETFs in a Tech-Driven Era1:45 PM - 2:45 PM
Networking Break2:45 PM - 3:15 PM
Leadership Makes the Difference: Using AI to Complement Your Firm’s Strengths3:15 PM - 4:15 PM
A Firm Perspective: Rep-as-PM vs. Third-Party Managers3:15 PM - 4:15 PM
Litigation Trends in the Ongoing Bull Market3:15 PM - 4:15 PM
Step into the Future of Digital Asset Regulation3:15 PM - 4:15 PM
Strengthening Advisor Success: Practical Support Strategies for Today’s Firms3:15 PM - 4:15 PM
What Wins in Fintech?3:15 PM - 4:15 PM
General Session: The Leadership Imperative: Clarity, Culture and Resilience4:30 PM - 5:30 PM
Closing Networking Reception, Sponsored by Lincoln Financial5:30 PM - 6:30 PM