Tentative schedule, as of January 9, 2026

Monday, February 2

9:00 am – 6:30 pm Registration Open
10:00 am – 11:30 am FSI Council Meetings (Council Members Only; Closed to Media)
12:15 pm – 1:45 pm

Optional Workshops (Choose One of 2)

Pre-registration required; additional fee applies. Lunch available prior to workshops.

1.   Advancing Women in Leadership
      Sponsored by Fidelity

2.   Beyond the Buzz: Real AI Strategies for Growth, Scale & Client Value
      Sponsored by Domify AI

2:00 pm – 3:00 pm Opening General Session
3:00 pm – 6:30 pm Braindate
Sponsored by Praxis Solutions
3:15 pm – 5:15 pm Discussions
Sponsor and exhibit personnel are ineligible to attend discussions, with the following exceptions:
• Ambassador and Premier Sponsors may send one (1) attendee to each of the discussions.
• Partner Law Firm Sponsors may send one (1) attendee to the Compliance discussion only.
Discussions are closed to media.
5:15 pm – 6:30 pm Opening Networking Reception
Sponsored by Financial Planning

Tuesday, February 3

7:30 am – 6:00 pm Registration Open

 

7:30 am – 8:30 am

Networking Breakfast
Sponsored by InvestmentNews

7:30 am – 11:30 am Morning Specialty Coffee
Sponsored by Jump
8:30 am – 9:30 am General Session
9:30 am – 10:00 am Networking Break
9:30 am – 1:30 pm Braindate
Sponsored by Praxis Solutions
10:00 am – 11:00 am Concurrent Sessions
11:00 am – 11:30 am Networking Break
11:30 am – 12:30 pm Concurrent Sessions
12:30 pm – 1:45 pm Networking Lunch in the Exhibit Hall
1:45 pm – 2:45 pm Concurrent Sessions
2:45 pm – 5:30 pm Braindate 
Sponsored by Praxis Solutions
2:45 pm – 3:15 pm Networking Break
3:15 pm – 4:15 pm Concurrent Sessions
4:30 pm – 5:30 pm Closing General Session
Sponsored by Lincoln Financial
5:30 pm – 6:30 pm Closing Networking Reception
Sponsored by Lincoln Financial
6:30 pm Conference Adjourns

Wednesday, February 4

 

8:00 am – 11:00 am Complimentary Departure Day Perks
Before you check out, enjoy these resort amenities (for up to 2 guests per room):
• 9:00 AM: Morning Yoga, 1-hour guided session
• 1-hour Activities: E-Bike Ride, Stand-Up Paddleboarding, Tennis, Basketball, Pickleball or Lawn
Games
• Wellness: 30-minute Sauna Session (includes lockers & showers)

Relax, recharge, and make the most of your last morning with us.