Search for Sessions
| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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Crafting Personalized Portfolios: Trends and Strategies
Speaker(s): Brooks Friederich, Head of Investment Solutions Strategy, Envestnet, Inc. Paul Ma, VP, Lead Portfolio Strategist, Fidelity Investments Kevin Staub, Commercial Strategy and Strategic Partnerships, Blackrock Christopher Vella, Chief Investment Officer,, BNY Advisors
Concurrent Sessions
Location: Texoma 2 - 3 |
Location: Texoma 2 - 3 |
2025012808:3009:30 001 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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Next Gen Expectations in Financial Planning
Speaker(s): Sara Juran, VP, Advice and Planning Solutions, COE, Thrivent Ken Manning, Director of Platform Solutions, Prospera Financial Mark Schoenbeck, EVP, Advisor Engagement, Kestra Financial, Inc. Matt Wilson, Head of MoneyGuide Business Strategy, Envestnet
Concurrent Sessions
Location: Texoma 2 - 3 |
Location: Texoma 2 - 3 |
2025012810:0011:00 001 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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Brokerage vs. Advisory: Regulatory Challenges Unveiled
Speaker(s): Nicole James-Gilchrist, Vice President, Managing Counsel, Thrivent Robert Molinari, Chief Regulatory Affairs Officer, Commonwealth Financial Network Valerie Mirko, Partner, Armstrong Teasdale LLP Michael Triessl, Deputy General Counsel, Capital Group
Concurrent Sessions
Location: Texoma 2 - 3 |
Location: Texoma 2 - 3 |
2025012813:3014:30 001 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Guiding the Way: Leading Through Organizational Change
Speaker(s): Chris Perry, President, Broadridge Financial Solutions, Inc. Ben Sorensen, President & CEO, Sorensen Consulting, Inc.
Concurrent Sessions
Location: Texoma 2 - 3 |
Location: Texoma 2 - 3 |
2025012815:0016:00 001 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: Texoma 2 - 3 |
Location: Texoma 2 - 3 |
2025012908:0011:00 006 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
1:15 PM - 3:15 PM CST
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Pre-Conference: Advancing Women in Leadership Workshop
Speaker(s): Michelle Cederberg, High Performance Coach & Author, Live Out Loud Inc.Location: High Plains 1 SPONSORED BY: Fidelity Investments |
Location: High Plains 1 |
2025012713:1515:15 000 | MON, JAN 27 | |||
| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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Happy to Help! Service as a Differentiator
Speaker(s): Anthony Bueti, SVP, Operations, Lincoln Investment Evan LaHuta, Managing Director, BNY Pershing Cody Lawler, Chief Supervision Officer and Head of Operations, Principal Securities, Inc. Amy Rehn, Managing Director, Investment Advisory Platforms, Cetera Financial Group
Concurrent Sessions
Location: High Plains 1 SPONSORED BY: CapitalROCK |
Location: High Plains 1 |
2025012808:3009:30 002 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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Best Interest Reviews: Decoding FINRA 2330
Speaker(s): Benjamin Biard, Co-Managing Partner, Winget, Spadafora & Schwartzberg, LLP Sam Cohen, Partner, Marshall Dennehey Thomas Daniel, Head of Compliance Testing & Risk, MML Investors Services, LLC Parham Nasseri, President, InvestorCOM Inc. Robin Traxler, Senior Vice President, Policy & Deputy General Counsel, Financial Services Institute
Concurrent Sessions
Location: High Plains 1 SPONSORED BY: CapitalROCK |
Location: High Plains 1 |
2025012810:0011:00 002 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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Data Driven Insights for IAR/RR Risk Management
Speaker(s): Shawn Bostic, Director Regulatory Compliance, Kestra Financial, Inc. Melissa R. Loner, Chief Operating Officer and Deputy Executive Director, National Society of Compliance Professionals Shawn Scholz, Chief Compliance Officer, AE Wealth Management Rebecca Cochran, Director, Data Privacy Manager, First Command Financial Services, Inc.
Concurrent Sessions
Location: High Plains 1 SPONSORED BY: CapitalROCK |
Location: High Plains 1 |
2025012813:3014:30 002 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Enhancing Advisory Services Through Technological Innovation
Speaker(s): Shannon Larson, SVP, Platform Management and Product Development, Osaic Tom Rieman, CEO & Founding Partner, Practice Intel Val Vest, EVP & Chief Experience Officer, Cambridge Investment Research, Inc. Desiree Sii, VP, Head of Strategic Accounts, AssetMark
Concurrent Sessions
Location: High Plains 1 SPONSORED BY: CapitalROCK |
Location: High Plains 1 |
2025012815:0016:00 002 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: High Plains 1 |
Location: High Plains 1 |
2025012908:0011:00 004 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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How Low Will They Go? Navigating Price Pressures
Speaker(s): Logan Galli, Managing Director, Head of Advisory Sales and Consulting, Cetera Financial Group Catherine Knopf, SVP of Advisory Sales, Osaic Tammy Robbins, Executive Vice President and Chief Business Development Officer, Cambridge Investment Research, Inc. Sean Keenan, Head of Business Development, BNY Mellon | Pershing
Concurrent Sessions
Location: High Plains 2 - 3 |
Location: High Plains 2 - 3 |
2025012808:3009:30 003 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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The Evolution of Advisory Services: Broker-Dealers vs. RIAs
Speaker(s): Michael Bryan, EVP, Chief Growth Officer, Strategic Blueprint, LLC Robert Jackson, Vice President, Advisory Solutions, Avantax Wealth Management Jeff Vivacqua, President, Growth and Development, Cambridge Investment Research, Inc. Michael Matkovic, Managing Director, National Accounts, SEI Investments
Concurrent Sessions
Location: High Plains 2 - 3 |
Location: High Plains 2 - 3 |
2025012810:0011:00 003 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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Busting Myths & Assumptions in Operations
Speaker(s): Ryan Armock, Managing Director, Introducing Operations, Cetera Financial Group Aaron Berthold, VP, AIC & AAS Service & Operations, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC Rob Gaudio, Managing Director, Head of Operations, Sanctuary Wealth Group Mike Alexander, President, Wealth Management & Global Managed Services, Broadridge Financial Solutions, Inc.
Concurrent Sessions
Location: High Plains 2 - 3 |
Location: High Plains 2 - 3 |
2025012813:3014:30 003 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Let’s Build a Partnership: Vendor Due Diligence
Speaker(s): Stacy Chitty, Co-Founder & CEO, Blue Vault Michael Freeman, President, Due Diligence Works Ronak Patel, Principal, Bressler, Amery & Ross Tom Delaney, SVP, Compliance Services, Kestra Financial
Concurrent Sessions
Location: High Plains 2 - 3 |
Location: High Plains 2 - 3 |
2025012815:0016:00 003 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: High Plains 2 - 3 |
Location: High Plains 2 - 3 |
2025012908:0011:00 002 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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Revitalizing the Workplace: Boosting In-Office Engagement and Culture
Speaker(s): Mary Buscher, Human Resources, Senior Consultant, Sammons Institutional Group Kirstie Eustace, Chief Human Resources Officer, Steward Partners Global Advisory
Concurrent Sessions
Location: Mesilla 1 |
Location: Mesilla 1 |
2025012808:3009:30 004 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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The Magic of Mentorship: Empowering Future Leaders
Speaker(s): Erinn Ford, EVP, Advisor Engagement, Osaic Jamie Hopkins, President, FinServ Foundation Wendy Simmons, Managing Director, Human Resources, Prospera Financial Services Inc. Julie Houck, Head of HR, Realta Wealth
Concurrent Sessions
Location: Mesilla 1 |
Location: Mesilla 1 |
2025012810:0011:00 004 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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Unlocking Potential: How to Maximize the Impact of Inclusivity
Speaker(s): Marlon Hall, Regional VP Team Lead, Jackson / Founder, Assoc for Wholesaling Diversity (AWD), Jackson | Assoc for Wholesaling Diversity (AWD) George Nichols, III, President & CEO, The American College of Financial Services Audria Pendergrass-Lee, Vice President Talent Acquisition and Chief Diversity Officer, FINRA
Concurrent Sessions
Location: Mesilla 1 |
Location: Mesilla 1 |
2025012813:3014:30 004 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Unleash Growth Technology to Attract and Develop Clients
Speaker(s): Robert Dearman, CEO, Chief Innovation Officer, DCG Insight Parker Ence, CEO & Co-founder, Jump Gwendaline Mazzara, VP, Senior Business Consultant, Fidelity Investments Joel Hurst, SVP of Business Development, Orion
Concurrent Sessions
Location: Mesilla 1 |
Location: Mesilla 1 |
2025012815:0016:00 004 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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Wealth Transfer Strategies: Passing the Torch
Speaker(s): Thomas Lakatos, SVP, Employee Advisor Group and Recruiting, Lincoln Investment Matthew Ransom, V.P., Next Gen Advisor and Branch Associate Development, Raymond James Financial Services, Inc. Benjamin Wuerffel, President, Capital Analysts of Jacksonville Matthew Matrisian, SVP, Head of Client Growth, AssetMark, Inc.
Concurrent Sessions
Location: Mesilla 2 |
Location: Mesilla 2 |
2025012808:3009:30 005 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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The Fintech Lifecyle: Beyond Set & Forget
Speaker(s): Brian Carter, VP, Technology, Axtella Holly Manton, Managing Director, Digital Solutions, Cetera Financial Group Blake Wood, Head of Platform Strategy, Envestnet, Inc. Noam Tasch, Head of Revenue and Partnerships, BNY Pershing
Concurrent Sessions
Location: Mesilla 2 |
Location: Mesilla 2 |
2025012810:0011:00 005 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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Beyond Retirement: Life After Wealth Management
Speaker(s): Gary Baker, President, Undivided Wealth Drew Hirschler, Business Consultant, Assetmark Larry Roth, Managing Partner, RLR Strategic Partners Sheena Gray, CEO, Association of African American Financial Advisors
Concurrent Sessions
Location: Mesilla 2 |
Location: Mesilla 2 |
2025012813:3014:30 005 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Unlocking Alternative Investments and Digital Assets: Strategies for Modern Portfolios
Speaker(s): Seth Miller, President, Advocacy & Administration, Cambridge Investment Research, Inc. Erik Niland, SVP, Head of Product Due Diligence, Osaic Maurice Rabbenou, Head of Independent Broker Dealers, CAIS Darby Nielson, VP, Lead Portfolio Strategiest, Fidelity Investments
Concurrent Sessions
Location: Mesilla 2 |
Location: Mesilla 2 |
2025012815:0016:00 005 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
11:00 AM - 1:00 PM CST
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Location: Escondido 1 |
Location: Escondido 1 |
2025012711:0013:00 005 | MON, JAN 27 |
EED66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
3:30 PM - 5:00 PM CST
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Opening General Session - Finding Certainty in an Uncertain World
Speaker(s): April Rinne, Futurist and Change Naviagator
General Session
Location: Tate Ballroom AB |
Location: Tate Ballroom AB |
2025012715:3017:00 000 | MON, JAN 27 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
3:30 PM - 5:00 PM CST
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Welcome from the Vice Chair, OneVoice Task Force
Speaker(s): Gregory Cornick, President, Advice and Wealth Management, Osaic
General Session
Location: Tate Ballroom AB |
Location: Tate Ballroom AB |
2025012715:3017:00 000 | MON, JAN 27 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
11:15 AM - 12:15 PM CST
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KEYNOTE GENERAL SESSION
Unlocking Success Across Generations: Building Experiences & Managing Multigenerational Teams
Speaker(s): Kim Lear, Researcher and Founder, Inlay Insights
General Session
Location: Tate Ballroom AB |
Location: Tate Ballroom AB |
2025012811:1512:15 000 | TUE, JAN 28 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
4:15 PM - 5:15 PM CST
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CLOSING GENERAL SESSION
Fireside Chats: Shaping the Future of Financial Services
Speaker(s): Kelly Lannan, Senior Vice President, Emerging Customers, Fidelity Investments Alyssa Palmero, Director, Head of Relationship Management, BNY Pershing Dimple Shah, EVP, Advisor Growth & Platform Solutions, Osaic Frank Smith, Chief Executive Officer, Private Advisor Group Tarah Williams, President & Chief Operating Officer, Prospera Financial Services Inc. Dale Brown, President & CEO, Financial Services Institute
General Session
Location: Tate Ballroom AB |
Location: Tate Ballroom AB |
2025012816:1517:15 000 | TUE, JAN 28 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
11:00 AM - 1:00 PM CST
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Location: Escondido 2 |
Location: Escondido 2 |
2025012711:0013:00 002 | MON, JAN 27 |
EED66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
8:30 AM - 9:30 AM CST
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Get Your Firm Ready to Embrace Artificial Intelligence
Speaker(s): Joseph Lo, VP, Product Development, Broadridge Financial Solutions, Inc. Michael Stern, SVP, Strategic Product Development, Orion Sami Tarazi, Chief Technology Officer, Praxis Solutions Manish Worlikar, Head of FI Artificial Intelligence, Fidelity Investments Geoffrey Moore, Chief Information Officer, Valmark Financial Group
Concurrent Sessions
Location: Escondido 1 - 2 SPONSORED BY: Axos Clearing |
Location: Escondido 1 - 2 |
2025012808:3009:30 006 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
10:00 AM - 11:00 AM CST
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Shaping Tomorrow's Workforce: Recruitment and Development in the Age of AI
Speaker(s): Mike Byrnes, President, Byrnes Consulting, LLC Robert G Milmore, District Advisor, First Command Financial Services, Inc. Michael Scaplen, SVP, Head of Sales & Relationship Management, Axos Clearing Mark Guglielmo, Consulting Partner, GreenLine Consultants
Concurrent Sessions
Location: Escondido 1 - 2 SPONSORED BY: Axos Clearing |
Location: Escondido 1 - 2 |
2025012810:0011:00 006 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
1:30 PM - 2:30 PM CST
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What You Are About to Witness is Real: AI Efficiency, Compliance and Scaling
Speaker(s): Cynthia Jeffries, VP, Compliance, Commonwealth Financial Network Courtney Reid, Chief Compliance Officer, MML Investors Services, LLC Bryon Romine, Shareholder, Kessler Collins PC Darren Tedesco, President, Advisor360°
Concurrent Sessions
Location: Escondido 1 - 2 SPONSORED BY: Axos Clearing |
Location: Escondido 1 - 2 |
2025012813:3014:30 006 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
3:00 PM - 4:00 PM CST
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Industry Perspectives on Applying AI
Speaker(s): Summer Fischer-Tom, SVP, Head of Product Development, Axos Clearing Joseph Kuo, CEO and Founder, Haven Tower Group, LLC Ramprasad Sandilya, Chief Growth Officer, Wealth Management Solutions, Broadridge Financial Solutions, Inc. Mike Zebrowski, Chief Operating Officer, Docupace Technologies, LLC. Todd Cooper, Chief Revenue Officer, TIFIN AG
Concurrent Sessions
Location: Escondido 1 - 2 SPONSORED BY: Axos Clearing |
Location: Escondido 1 - 2 |
2025012815:0016:00 006 | TUE, JAN 28 |
F0D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: Escondido 1 - 2 |
Location: Escondido 1 - 2 |
2025012908:0011:00 001 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
10:00 AM - 6:00 PM CST
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Location: Vineyard Tower Prefunction Foyer |
Location: Vineyard Tower Prefunction Foyer |
2025012710:0018:00 000 | MON, JAN 27 | |||
| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
7:30 AM - 6:00 PM CST
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Location: Vineyard Tower Prefunction Foyer |
Location: Vineyard Tower Prefunction Foyer |
2025012807:3018:00 001 | TUE, JAN 28 | |||
| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
7:00 AM - 8:00 AM CST
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Location: Vineyard Tower Prefunction Foyer SPONSORED BY: The Wall Street Journal |
Location: Vineyard Tower Prefunction Foyer |
2025012907:0008:00 000 | WED, JAN 29 | |||
| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
11:00 AM - 1:00 PM CST
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Location: San Saba 1 |
Location: San Saba 1 |
2025012711:0013:00 004 | MON, JAN 27 |
EED66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: San Saba 1 |
Location: San Saba 1 |
2025012908:0011:00 005 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
3:30 PM - 5:00 PM CST
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Welcome from the Chair, FSI Board of Directors
Speaker(s): Tim Stinson, President, Cetera Advisor Networks LLC
General Session
Location: Tate A - 1 |
Location: Tate A - 1 |
2025012715:3017:00 000 | MON, JAN 27 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
5:00 PM - 6:00 PM CST
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Location: Tate Ballroom C SPONSORED BY: Lincoln Financial Group |
Location: Tate Ballroom C |
2025012717:0018:00 000 | MON, JAN 27 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
7:30 AM - 8:30 AM CST
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Location: Tate Ballroom C SPONSORED BY: The Wall Street Journal |
Location: Tate Ballroom C |
2025012807:3008:30 002 | TUE, JAN 28 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
9:30 AM - 10:00 AM CST
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Location: Tate Ballroom C |
Location: Tate Ballroom C |
2025012809:3010:00 000 | TUE, JAN 28 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
12:15 PM - 1:30 PM CST
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Location: Tate Ballroom C |
Location: Tate Ballroom C |
2025012812:1513:30 000 | TUE, JAN 28 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
2:30 PM - 3:00 PM CST
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Location: Tate Ballroom C |
Location: Tate Ballroom C |
2025012814:3015:00 000 | TUE, JAN 28 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
5:15 PM - 6:15 PM CST
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Location: Tate Ballroom C |
Location: Tate Ballroom C |
2025012817:1518:15 000 | TUE, JAN 28 |
F2D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
11:00 AM - 1:00 PM CST
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Location: Davis 3 |
Location: Davis 3 |
2025012711:0013:00 001 | MON, JAN 27 |
EED66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: Davis 3 |
Location: Davis 3 |
2025012908:0011:00 007 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
11:00 AM - 1:00 PM CST
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Location: Texoma 1 |
Location: Texoma 1 |
2025012711:0013:00 003 | MON, JAN 27 |
EED66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
8:00 AM - 11:00 AM CST
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Location: Texoma 1 |
Location: Texoma 1 |
2025012908:0011:00 003 | WED, JAN 29 |
F1D66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
7:00 AM - 8:00 AM CST
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Location: |
Location: |
2025012707:0008:00 001 | MON, JAN 27 | |||
| Monday, Jan 27, 2025 |
Monday, Jan 27, 2025
3:30 PM - 5:00 PM CST
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Welcome from FSI, President & CEO
Speaker(s): Dale Brown, President & CEO, Financial Services Institute
General Session
Location: |
Location: |
2025012715:3017:00 000 | MON, JAN 27 |
EFD66CB8-E958-EF11-80FA-EE9AEAA9F3BD |
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| Tuesday, Jan 28, 2025 |
Tuesday, Jan 28, 2025
7:00 AM - 8:00 AM CST
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Location: |
Location: |
2025012807:0008:00 000 | TUE, JAN 28 | |||
| Wednesday, Jan 29, 2025 |
Wednesday, Jan 29, 2025
7:00 AM - 8:00 AM CST
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Location: |
Location: |
2025012907:0008:00 000 | WED, JAN 29 |