Speakers

U.S. Congressman Aaron Bean FL-04

Hester Peirce SEC Commissioner

Robert W. Cook President and CEO, FINRA

Jeff Bush Principal, The Washington Update

Velera Wilson

Schedule at a Glance

Monday, May 19

Noon – 6:00 p.m.Registration Open

1:00 – 2:30 p.m.

FSI Council Meetings (closed to media)

2:00 – 3:00 p.m.

Advocacy 101: A Beginner's Guide to Capitol Hill (closed to media)

Optional session, no charge; register below

A more intimate training setting for first-timers or anyone who wants to sharpen their lobbying skills. Attendees will gain valuable insights into how a Hill meeting works and ways to effectively advocate with Members of Congress and their staff. Practice exactly what you should do (and not do) in your Hill meetings.

3:00 – 4:45 p.m.

Advancing Women in Leadership Workshop: Communicating With Confidence
Sponsored by Fidelity Investments
Velera Wilson, award-winning author and speaker

Optional session with additional fee; register below

This interactive workshop with real dialogue will help you express your ideas with clarity, authority and authenticity, whether in meetings, presentations or challenging conversations. Through engaging exercises and real-world examples, discover how to project confidence, avoid language that diminishes your authority and communicate in ways that highlight your expertise. Build bridges with clients, peers, managers and leaders—using the power of communication.

5:00 – 6:00 p.m.

Opening Networking Reception
Sponsored by InvestmentNews

Tuesday, May 20

7:30 a.m. – 6:30 p.m.Registration Open

7:30 – 8:30 a.m.


Networking Breakfast


8:30 – 9:30 a.m.


General Session: Washington Update with Jeff Bush

As the 2025 legislative session unfolds, Jeff will offer timely insights into the priorities and capabilities of a Republican-controlled government. Understanding the new dynamics will be crucial for investors, advisors and business leaders who must navigate a rapidly changing environment. With more than 30 years of experience in finance and political analysis, Jeff is positioned to provide invaluable guidance at this pivotal moment.

9:30 – 10:00 a.m.

Networking Break

10:00 – 10:45 a.m.

General Session: Fireside Chat
Robert W. Cook, President and CEO, FINRA
Dale Brown, President and CEO, FSI

Join Dale Brown as he engages Robert Cook, President & CEO of FINRA, in a candid discussion about regulatory modernization and key FINRA initiatives. Gain insider insights into how evolving policies and innovation will shape the future of the financial services industry.

10:45 – 11:30 a.m.


Networking Break

11:30 a.m. – 12:15 p.m.

General Session: Fireside Chat
SEC Commissioner Hester Peirce
Dale Brown, President and CEO, FSI

In a free-flowing conversation just for FSI Forum attendees, Dale Brown sits down with SEC Commissioner Hester Peirce to look into the future of financial services regulation. Their discussion will cover the SEC’s overall direction under Chair Atkins, the Commission’s role in regulating financial advice and efforts toward regulatory modernization. They’ll also explore the evolving role of FINRA and what, under new leadership, the SEC’s enforcement priorities are likely to be. Gain first-hand insights into the shifting regulatory landscape from one of the Commission’s most prominent voices.

12:15 – 1:30 p.m.

Networking Lunch

1:30 – 2:30 p.m.

General Session: Inside Capitol Hill (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. Get their insights into effectively engaging with your representatives and their staffs, as well as valuable insights into building lasting relationships.

2:30 – 3:00 p.m.

General Session: Fireside Chat
Congressman Aaron Bean
Dale Brown, President and CEO, FSI

Ahead of your meetings on Capitol Hill, gain timely insights from Congressman Aaron Bean (R-FL), member of the House Ways and Means Committee, in conversation with FSI President & CEO Dale Brown. They’ll discuss tax policy, current legislative priorities, and what’s happening in Congress that matters to your business.

Please note: While FSI PAC supports Congressman Bean, no PAC funds were used in connection with this appearance.

3:00 – 3:30 p.m.
Networking Break

3:30 – 5:00 p.m.

General Session: Capitol Hill Training (closed to media)

A deep dive into today's issues and effective advocacy 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
Sponsored by CapitalROCK

Wednesday, May 21

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)

Register below

4:00 p.m.

Departures

FAQs

Hotel accommodations

Washington Marriott at Metro Center
775 12th Street NW
Washington, D.C. 20005

FSI has negotiated a discounted room rate of $365 per night, plus tax. Reserve your room online today or call the hotel directly at (800) 393-2510 and reference the Financial Services Institute Forum room block. The room block ends Sunday, April 26, 2025 at 6:00 p.m. ET. See below for additional information regarding airports, ground transportation and parking.

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. The conference room rate is available for 3 days pre- and post-conference, as hotel availability allows.

What else is there to do in D.C.?

Whether you have a few minutes or a couple hours, there’s always something to explore in the nation’s capital. Make the most of your visit while advocating for the issues that matter!

While on Capitol Hill, you can get a library card at the Library of Congress, check out the Visitor Center, take a self-guided tour of the Supreme Court building, or visit the Senate or House galleries or the U.S. Botanic Garden. Helpful links:

U.S. Capitol Visitor Center
Senate and House Gallery Pass information
Library of Congress
National Archives
U.S. Botanic Gardens
Visit Smithsonian museums
Ride Metro

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?
The Monday evening reception; breakfast, lunch and evening reception on Tuesday; and breakfast and lunch on 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 March 31, 2025. Any cancellations received after March 31 and by April 30 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 April 30. 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

Your mobile number is used to provide updates and last-minute changes to your Hill appointments.

Your home address is used to determine your congressional district for Capitol Hill appointments.

Not an FSI Member? See our event eligibility policy.

Optional Sessions

  • Advocacy 101: A Beginner's Guide to Capitol Hill

    Advocacy 101: A Beginner's Guide to Capitol Hill

    Monday, May 19, 2:00 - 3:00 p.m.

    Price $0.00
  • Advancing Women in Leadership Workshop

    Advancing Women in Leadership Workshop

    Monday, May 19, 3:00 - 4:45 p.m.
    Sponsored by Fidelity Investments

    Price $125.00
  • Appointments on Capitol Hill

    Appointments on Capitol Hill

    Wednesday, May 21, 9:00 a.m. - 4:00 p.m.

    Please select "Attend This Session" if you will participate.

    Price $0.00
$0.00
$0.00

Please indicate that you accept FSI's Registration Policies and Events Code of Conduct by clicking the box below.

I have read and agree to all of the Registration Policies for FSI Forum & Capitol Hill Day.

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