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Cancellation Policy
Early Bird Registration and full refunds are available through November 27, 2023. Any cancellation requests received after November 27, 2023 and through January 8, 2024 will result in a refund of the conference fee minus a $200 administrative fee. To receive a refund, a cancellation request must be submitted in writing to by the stated cancellation deadline. No refunds will be granted for requests received after January 8, 2024. The Financial Services Institute (FSI) regrets that refunds will not be given for no-shows.

Eligibility Policy
This event is open to all home office employees of FSI Firm Members, as well as to employees of non-member firms which meet the qualification criteria for FSI Firm Membership. Employees of FSI Sponsors may also attend (subject to limitations described in the current Sponsor Guide). Attendance by members of the media is approved on a case-by-case basis by Allison Mutschler, FSI's AVP, Marketing & Communication.

Substitution Policy
A transfer of your full registration is permitted prior to the conference by submitting a written request to Onsite transfers must be accompanied with proof of the original confirmation letter. Only one transfer is permitted per original registrant. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with the registration and substitution. Badge sharing, splitting and reprints are strictly prohibited.

Consent to Use of Photographic Images
Registration for or participation in FSI meetings and other activities constitutes an agreement by the registrant/attendee to the use and distribution of the individual's image and/or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by FSI and other third parties.

If you register online, you will receive an electronic confirmation of your registration from If you do not receive a confirmation, please check the “Junk” or “Spam” folders of your email and then contact

What is the Event Cancellation Policy?
FSI reserves the right to cancel an event due to any circumstances that, in FSI's sole judgment, make the event non-viable. If FSI cancels an event, registrants will be offered a full refund. Should circumstances arise that result in the postponement of an event, FSI has the right to either issue full refunds or transfer registrations to the same event at the new, future date. Aside from the registration fee, FSI will not be responsible for reimbursement of any participant expenses related to the cancellation or postponement of an event.

FSI Events Code of Conduct
FSI strives to offer a positive and safe environment for all event attendees. FSI’s Code of Conduct outlines our requirements and expectations to ensure a positive experience. By registering for/attending an FSI event, you agree to follow the Code of Conduct.

All attendees, speakers, sponsors, vendors, partners and volunteers at our conferences/events are required to adhere to the following Code of Conduct. FSI will enforce this Code throughout the event.

Our aim in hosting events is to build collaboration and community. To that end, our goal is to create an environment where everyone feels welcome to participate, speak up, ask questions, and engage in conversation. We invite all those who participate in this event to help us create safe and positive experiences for everyone.

Every FSI event/conference is dedicated to providing a harassment-free environment for everyone, regardless of gender, gender identity and expression, age, sexual orientation, disability, physical appearance, body size, race, ethnicity, or religion (or lack thereof). We do not tolerate harassment of participants in any form. Sexual language and imagery are not appropriate during any aspect of the event/conference, including educational sessions, workshops, planning meetings, cocktail events or dinners, social media such as Twitter, or other online media.

Expected Behavior

  • Participate in an authentic and active way. In doing so, you contribute to the health and longevity of our organization and its members.
  • Exercise consideration and respect in your speech and actions.
  • Attempt collaboration before conflict.
  • Refrain from demeaning, discriminatory or harassing behavior and/or speech.
  • Be mindful of  your and surroundings and your fellow attendees.

Conference participants violating these rules may be asked to leave the event/conference without a refund at the discretion of FSI. Participants asked to stop any harassing behavior are expected to comply immediately.

Please alert FSI staff if you notice or experience suspected violations of this Code of Conduct, even if it may seem inconsequential.

Reporting an Incident
If you see, overhear or experience a violation of the Code of Conduct during an event, please seek out the nearest FSI team member to handle the issue. If you cannot find a team member, or would like to report a violation after an event, you may email a member of FSI’s legal team at or

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