Speakers

See complete speaker bios on the FSI website.

Jeff Bush The Washington Update


Neen James Executive Strategist & Coach


Libet Anderson President, Concourse Financial Group Securities


Dale Brown President & CEO, Financial Services Institute


Christine Byrne Partner & Wealth Advisor, Back Cove Financial


Mary Beth Hofmeister Financial Advisor and Branch Manager


Stephen Langlois President, Kestra Financial


Adam Malamed CEO, Sanctuary Wealth


Mary Steele Managing Partner, Freehold Wealth Management


Schedule at a Glance

Monday, September 16

12:00 - 5:00 p.m.

FSI Board of Directors Meeting (invitation only; closed to media)

1:00 2:30 p.m.

FSI Council Meetings (tentative)

3:00 4:45 p.m.

Advancing Women in Leadership Workshop (additional fee to attend)
Sponsored by Fidelity Investments

Attention Pays™ Elevating Experiences to Accelerate Results
Neen James introduces a professional methodology to harness personal, professional, and global attention. Learn to master attention, design environments for focus, and elevate client experiences for increased profitability, productivity, and loyalty. Discover the art of attention and unlock success.

5:00 6:00 p.m.

Opening Networking Reception

Tuesday, September 17

7:30 8:30 a.m.

Networking Breakfast

8:30 9:30 a.m.

General Session: Washington Update with Jeff Bush
Sponsored by Sammons Institutional Group®

Join Jeff Bush for an insightful session where he cuts through the noise of Washington, D.C., with his unique, nonpartisan analysis. Drawing on over 30 years of experience in finance and political analysis, Jeff delivers a comprehensive review of legislation and regulation impacting investors, advisors, and business leaders. Explore how upcoming elections and political shifts may impact your business strategy.

9:30 10:00 a.m.

Networking Break & Office Check-in

10:00 11:00 a.m.

General Session: FSI Financial Advisor Panel

Discover how advisors are navigating regulatory complexities, engaging in impactful advocacy, and mastering innovative business strategies. 

Panel Includes

  • Christine Byrne, Partner, Wealth Advisor, Back Cove Financial l Commonwealth Financial Network
  • Mary Beth Hofmeister, Registered Principal/Financial Advisor, Sage Financial Associates l Cadaret, Grant & Co., Inc.
  • Mary Steele, Managing Partner, Freehold Wealth Management l Stifel Independent Advisors

11:00 11:30  a.m.

Networking Break

11:30 a.m. 12:30 p.m.

General Session: FSI Firm Executives Panel

Delve into both the current landscape and the future outlook with our panel of firm executives. Glean industry insights on how they’re navigating regulatory complexities, driving impactful advocacy, and leading innovative business strategies.

Panel Includes

  • Libet Anderson, President, Concourse Financial Group  
  • Stephen Langlois, President Kestra Financial, Inc. 
  • Adam Malamed, CEO Sanctuary Wealth Group LLC

12:30 1:30 p.m.

Networking Lunch

1:30 2:30 p.m.

General Session: Inside Capitol Hill: Navigating Advocacy, Legislation and Relationships

Bipartisan insights straight from Capitol Hill's top players. Hear from chiefs of staff as they discuss advocacy priorities, ongoing legislation, and the importance of Capitol Hill Day. Learn about challenges, top priorities, anticipated changes, bipartisan efforts in Congress, and effective ways to engage with your representatives. Plus, gain valuable insights into building lasting relationships post-Hill Day and continuing FSI's impactful advocacy work.

Panel to include congressional chiefs of staff with FSI moderation

2:30 3:00 p.m.

Networking Break

3:00 5:00 p.m.

General Session: Navigating Congressional Meetings: Best Practices & Etiquette (closed to media)

A deep dive into effective advocacy, covering meeting topics and engagement strategies. Engage in a "mock Hill meeting" for hands-on experience in delivering your message persuasively. Gain tips from fellow advocates and logistical guidance for successful Capitol Hill visits. Don't miss this opportunity to enhance your advocacy skills.

5:00 6:00 p.m.

Closing Reception

Wednesday, September 18

7:00 8:00 a.m.

Networking Breakfast (closed to media) 

8:00 8:30 a.m.

Load Buses and Depart for Capitol Hill (closed to media) 

9:00 a.m. 4:00 p.m.

Appointments on Capitol Hill (closed to media)

4:00 p.m.

Departures

FAQs

What is the hotel room rate?
FSI has negotiated a discounted room rate of $359 per night plus tax at the Washington Marriott at Metro Center in D.C. Reserve your room online today, or call the hotel directly at 1-800-393-2510 and reference the FSI Forum & Capitol Hill Day 2024 to book the group rate. The room block ends Friday, August 25, 2024.

How will I get from the airport to the hotel?

Washington Marriott at Metro Center is located in downtown Washington D.C., just 300 feet from the Metro Center subway station. The hotel is near Capitol Hill, the Smithsonian, the National Mall and more, all easily accessible on foot or by transit. The hotel does not offer shuttle service to or from the airports. For more information, click here.

Airports

Ronald Reagan Washington National Airport (DCA)
4 miles from hotel

Washington Dulles International Airport (IAD)
27.2 miles from hotel

Baltimore/Washington International Thurgood Marshall Airport (BWI)
33.1 miles from hotel

Train: Union Station

Metro/Subway: Metro Center (Red, Blue, Orange & Silver Lines) - G & 12th Street Entrance

I would like to extend my trip in Washington, D.C.; can I do that?
Of course, we would love for you to stay longer and enjoy everything D.C. and the surrounding area has to offer. We will have the conference room rate available for 3 days pre- and post-conference, as hotel availability allows.

What is the dress code?
Monday and Tuesday conference attire is business casual. On Wednesday, we recommend business attire for Capitol Hill appointments.

What meals are included in the conference registration?
Breakfast and lunch on Tuesday & Wednesday are included in your conference registration. All other meals are on your own.

What if I need to cancel my registration?
 Should you need to cancel your registration, please note that full refunds are available through July 31. Any cancellations received after July 31 and by September 1 will receive a refund of the full conference fee minus a $200 administrative fee. To receive a refund, a cancellation must be received by the stated cancellation deadline and submitted in writing to [email protected]. No refunds will be granted for requests received after September 1. The Financial Services Institute (FSI) regrets that refunds will not be given for no-shows.

To cancel your hotel reservation, you will need to contact the hotel directly. Please note all hotel reservations must be cancelled within 72 hours of arrival; otherwise they will incur a cancellation fee of one night’s room and tax.

I still have some questions regarding FSI Forum & Capitol Hill Day.
Please contact [email protected] with your questions and we will get back to you!

Register Now


Optional Sessions

  • Advancing Women in Leadership Workshop

    Advancing Women in Leadership Workshop

    Sponsored by Fidelity Investments

    Price $125.00

  • Appointments on Capitol Hill on Wednesday, Sept. 18

    Appointments on Capitol Hill on Wednesday, Sept. 18

    Please click "Attend This Session" below if you plan to attend.

    Price $0.00



$0.00

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