FSI Financial Advisor Summit

Register Now

November 1-3, 2015
Hyatt Regency Washington on Capitol Hill
Washington, D.C.

FSI’s third-annual Financial Advisor Summit is a truly unique conference created for financial advisors, by financial advisors. This highly-acclaimed event provides a holistic experience with sessions focused on both the personal and business development of the independent financial advisor.

Who Should Attend

This event is open to all FSI members and select sponsors.

Schedule at a Glance

Sunday, November 1, 2015

  • 2:00 p.m. Registration Open
  • 5:00 p.m. – 6:15 p.m. Opening General Session
  • 6:15 p.m. – 7:00 p.m. Welcome Reception with Exhibitors

Monday, November 2, 2015

  • 7:00 a.m. Registration Open
  • 7:30 a.m. – 8:30 a.m. Breakfast with Exhibitors
  • 8:30 a.m. – 9:30 a.m. General Session
  • 9:45 a.m. – 10:45 a.m. Concurrent Sessions
  • 11:00 a.m. – 12:00 p.m. Concurrent Sessions
  • 12:00 p.m. – 1:00 p.m. Networking Lunch in the Exhibit Hall
  • 1:00 p.m. – 2:00 p.m. Concurrent Sessions
  • 2:45 p.m. – 3:45 p.m. Concurrent Sessions
  • 4:00 p.m. – 5:00 p.m. General Session
  • 5:00 p.m. – 6:15 p.m. Reception with Exhibitors
  • 6:30 p.m. – 9:00 p.m. Dine Arounds with Exhibitors (Optional)

Tuesday, November 3, 2015

  • 7:00 a.m. Registration Open
  • 7:30 a.m. – 8:30 a.m. Breakfast with Exhibitors
  • 8:30 a.m. – 9:30 a.m. General Session
  • 9:45 a.m. – 11:00 a.m. Concurrent Sessions
  • 11:00 p.m. Conference Adjourns

Registration Fees


Early Bird ends 9/25

Advance ends 10/23


Members (FA & BDE)








Group Registrations (members only): must all be from the same member firm.


Early Bird ends 9/25

Advance ends 10/23


4 – 7 people (10% discount)




8 – 11 people (15% discount)




12 or more (20% discount)




Spouse/Guest Fee:  $275**

**Spouse/Guest registrants may not be employed in the financial services industry.

*If your firm is not an FSI firm member, we recommend joining prior to registering for the conference in order to take advantage of the discounted member registration fee and other benefits. You may submit a firm membership application electronically at financialservices.org/apply. Once your application has been approved, you will be eligible to register for the conference at the member rate.

Hotel Information

Event Location:

Hyatt Regency Washington on Capitol Hill
400 New Jersey Avenue NW
Washington, DC 20001

FSI has negotiated a discounted room rate of $209 per night, plus tax. Reserve your room online today or call the hotel directly at 1-888-421-14421-888-421-1442 FREE and reference the Financial Services Institute room block. This rate is available until 11:59 p.m. EST Friday, October 9, 2015.


Travel Information

Air Travel
Ronald Reagan Washington National Airport (DCA): five miles from the Hotel or approximately 10-20 minutes from the hotel.

Washington Dulles International Airport (IAD):  28 miles or approximately 50-60 minutes from the hotel.

Baltimore-Washington International Thurgood Marshall Airport (BWI):  40 miles or approximately an hour from the Hyatt.

Ground Transportation
View directions
from the surrounding airports and public transportation options.

View parking rates for hotel guests.

Taxi service varies depending on the time of the day.  Estimated fare from Ronald Reagan National Airport (DCA) to the Hyatt is approximately $14 – 18 (10 – 20 minutes).  Estimated fare from Dulles Airport (IAD) to the Hyatt is approximately $60 - 80 one way (50 – 60 minutes). From Baltimore Washington International Airport (BWI) to the Hyatt is approximately $63 one way (1 hour).

MARC Train Washington, D.C.
This is a commuter train from BWI to Union Station, which is 3 blocks from the hotel. Approximate cost is $7 one way. The MARC train runs weekdays only. Click here for complete schedules and fares.

Metro Subway Directions
For assistance in planning your travel, contact the hotel concierge at 202-737-1234202-737-1234, or visit the
WMATA website for complete maps, schedules, fares and trip ideas.


DC Tourism information:
100 Free and Almost Free Thing to Do in DC


Cancellation Policy

Should you need to cancel, we kindly ask you to contact events@financialservices.org no later than October 23, 2015 to receive a full refund less a $75 processing fee. After October 23, 2015, no refunds will be issued.

Questions? Contact Customer Service at 1-888-373-18401-888-373-1840 FREE or events@financialservices.org