Tentative as of October 2, 2026. All times Eastern. Schedule subject to change

Monday, February 1

8:00 a.m. – 6:30 p.m.	Registration Open
8:00 a.m. – 9:45 a.m.	FSI Council Meetings (Council Members Only; Closed to Media)
10:00 a.m. – 12:00 p.m.	PRE-CONFERENCE OPTIONAL WORKSHOP Pre-registration and an additional fee ($149) are required. Lunch will be available following the workshop. Reg BI, Advisers Act Conflicts of Interest & Beyond: Navigating Today's Complex Regulatory Environment Closed to Media
12:45 p.m. – 3:45 p.m.	PRE-CONFERENCE OPTIONAL WORKSHOP Pre-registration and an additional fee ($149) are required. Lunch will be available following the workshop. Executive Leadership Workshop: It Starts With You The Leader You're Bringing into Every Room Sponsored by Fidelity Investments
1:00 p.m. – 4:00 p.m.	OneVoice Connections Connect with fellow attendees around shared interests and business priorities. Arrange one-on-one meetings through the conference app or visit the networking area to meet others across the FSI community.
4:15 p.m. – 5:45 p.m.	OPENING KEYNOTE GENERAL SESSION Sponsored by Orion Advisor Solutions
5:45 p.m. – 7:00 p.m.	Opening Networking Reception

Tuesday, February 2

8:00 a.m. – 6:30 p.m.	Registration Open
7:30 a.m. – 8:30 a.m.	Networking Breakfast
8:00 a.m. – 11:00 a.m.	Morning Specialty Coffee Sponsored by Broadridge Financial Solutions, Inc
9:30 a.m. – 10:30 a.m.	Concurrent Sessions
10:30 a.m. – 11:00 a.m..	Networking Break
11:00 a.m. – 12:00 p.m.	Concurrent Sessions
12:00 p.m. – 1:15 p.m.	Networking Lunch in the Exhibit Hall
1:15 p.m. – 2:15 p.m.	Concurrent Sessions
2:15 p.m. – 2:45 p.m.	Networking Break
2:45 p.m. – 3:45 p.m.	Concurrent Sessions
4:05 p.m. – 5:15 p.m.	Closing General Session
5:15 p.m. – 6:30 p.m.	Closing Networking Reception

Wednesday, February 3

7:15 a.m. – 8:00 a.m.

Networking Breakfast

8:00 a.m. – 11:00 a.m.

Firm Member Peer Discussions

Closed to Media

Connect with peers through candid, facilitated roundtable discussions focused on shared challenges, emerging issues, and practical solutions.

Discussion Groups:

CEO Discussion
Compliance Discussion
Investment Advisory Services Discussion
Marketing, Growth & Development Discussion
Operations & Technology Discussion
Supervision Discussion

Eligibility & Participation:

Open exclusively to Firm Member, with limited sponsor exceptions.
Ambassador and Premier Sponsors may send one representative to each discussion.
Partner Law Firm Sponsors may send one representative to the Compliance Discussion only.
All other sponsor and exhibitor personnel are ineligible to attend.
All discussions are closed to media.