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
• Moderator: Emily Schlosser, Chief Operating Officer, BNY Pershing

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
• Moderator: Marc Squires, SVP, Head of Clearing Sales and Relationship Management, Fidelity Investments

  
  

12:30 – 1:30 p.m.

Networking Lunch

1:30 – 2:30 p.m.

General Session: Inside Capitol Hill: Navigating Advocacy, Legislation and Relationships (closed to media) 

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 Includes

• Brooke Bennett, Chief of Staff, Rep. French Hill
• Paul Bock, Partner, Thorn Run Partners, Former Chief of Staff to Sen. Herb Kohl (D-WI)
• Moderator: Hanna Laver, FSI Director of Legislative Affairs & Senior Counsel

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.

3:00 – 4:00 p.m.: Capitol Hill Day Preparation: Issues and Logistics Training with Matt Landers and Hanna Laver of FSI

4:00 – 4:30 p.m.: Discussion with panel including:

• Mary Kusske, President, Kusske Financial Asset Management
• Kive I. Strickoff, Chairman and CEO, Strickoff Financial Services, LLC
• Moderator: Hanna Laver, FSI Director of Legislative Affairs & Senior Counsel

4:30 – 5:00 p.m.: Training with Lincoln Clapper, Advocacy Associates

5:00 – 6:00 p.m.

Closing Reception