Events

past events
FinTech Ideas Festival

Long-term Financial Planning: Understanding Growth and Managing Risk
  • Nov 17, 2016
  • 2:00pm - 3:30pm
  • Rayburn House Office Building | Room 2255
  • Nov 17, 2016

FSR 2016 Annual Communications Conference
  • Nov 15, 2016 - Nov 16, 2016
  • November 15th & 16th
  • Financial Services Roundtable | 600 13th St. NW #400 | Washington, DC
  • Nov 15, 2016 - Nov 16, 2016

2016 Fall Conference
  • Oct 20, 2016 - Oct 21, 2016
  • Oct 20, 2016 - Oct 21, 2016

FSR’s members only Fall Conference will take place on October 20-21, 2016. ***For Sponsorship Opportunities contact Joey.Smith@FSRoundtable.org***

FSR Members only Event

Financial Services University: Innovations in Payments
  • Sep 15, 2016
  • 2:00pm - 3:30pm
  • U.S. Capitol Visitor's Center | Room HVC-200
  • Sep 15, 2016

Retirement Challenges 2017: A Bipartisan Forum on Policy Solutions for the Next Administration
  • Sep 13, 2016
  • 12:00pm - 1:30pm Eastern Time
  • Financial Services Roundtable | 600 13th St NW, Suite 400 | Washington, D.C.
  • Sep 13, 2016

Financial Services University: Innovations in Home Buying
  • Jul 14, 2016
  • 2:00pm - 3:30pm
  • U.S. Capitol Visitor's Center, Room 268 | Congressional Meeting Room North
  • Jul 14, 2016

The Pension Protection Act: 10 Years Later
  • Jul 12, 2016
  • 2pm - 5pm
  • The U.S. Chamber of Commerce | Hall of Flags
  • Jul 12, 2016

Financial Services University: Innovations in Consumer & Business Lending
  • Jun 24, 2016
  • 2:00pm - 3:30pm
  • U.S. Capitol Visitor's Center | Congressional Meeting Room North
  • Jun 24, 2016

Better Serving Your Employees: New Ideas for Enhancing Retirement Security

Please join us for an event featuring keynote speaker Natalie Morris, Vice President, Global Benefits and HR Systems, United Technologies

2016 CSR Leadership Awards
  • Jun 15, 2016
  • June 15th | 5:30 - 7:00pm
  • Jun 15, 2016

2016 Housing Policy Council Annual Meeting
  • Jun 8, 2016 - Jun 10, 2016
  • Jun 8, 2016 - Jun 10, 2016

2016 Housing Policy Council Annual Meeting, June, for members only ***For Sponsorship Opportunities contact Joey.Smith@FSRoundtable.org***

FSR Tech Collaborator's Program: FinTech Today & Tomorrow

2016 Lawyers Council Meeting
  • May 5, 2016 - May 6, 2016
  • May 5, 2016 - May 6, 2016

FSR’s members only 2016 Lawyers Council Meeting will take place on May 5-6, 2016. ***For Sponsorship Opportunities contact Joey.Smith@FSRoundtable.org***

FSR Members only Event

Employer Tools For Employees' Retirement Future

Save the Date for an event hosted by Save 10 Coalition featuring: - Governor Tim Pawlenty - Senator Daniel Biss, IL (D) 9th District

RSVP for FSR and CoreLogic's Housing Policy Event: America's Housing Market: The New Normal?

Join FSR's Housing Policy Council and CoreLogic for a panel discussion about the housing market and policy issues affecting it.

2016 Spring Conference
  • Mar 8, 2016 - Mar 9, 2016
  • Mar 8, 2016 - Mar 9, 2016

FSR’s members only Spring Conference will take place on March 8-9, 2016. ***For Sponsorship Opportunities contact Joey.Smith@FSRoundtable.org***

FSR Members only Event

Implementing Cyber Information Sharing

Save the Date for an event featuring: • Leonard Bailey, Special Counsel for National Security, U.S. Dept. of Justice (Confirmed) • Edward Roback, Deputy Director of the Office of Critical Infrastructure Protection and Compliance Policy, U.S. Department of Treasury (Confirmed • Department of Homeland Security • U.S. House and U.S. Senate professional staff • FS-ISAC • Other regulatory and financial services cybersecurity experts

Helping Your Employees Achieve Financial Success for Retirement

Save the Date for an event featuring: - Senator Orrin Hatch, Keynote Speaker - Panel featuring business leaders - Recognition of Utah Save 10 Employers

Solving the Puzzle to Improve your Retirement Security
  • Dec 17, 2015
  • 10:00am-11:30am(ET)
  • Livestream
  • Dec 17, 2015

The Financial Services Roundtable, its Save 10 initiative and WISER will hold a two-panel livecast event highlighting ways to build a personal financial future and plan for a retirement supported in part by Social Security.

FSR's 2015 Holiday Party

Save a Chunk for Retirement

On Tuesday December 1, the Financial Services Roundtable (FSR) and its Save 10 initiative will be giving away free cookies to the first 100 people to arrive at Captain Cookie encourage "Saving a Chunk for Retirement".

Save a Slice for Retirement

On Tuesday December 1, the Financial Services Roundtable (FSR) and its Save 10 initiative will be giving away free slices of pizza from the DC Slices pizza truck to the first 100 people to encourage "Saving a Slice for Retirement".

Retirement Savings: From myRA to Save 10
  • Nov 30, 2015
  • 2pm-3pm (ET)
  • online
  • Nov 30, 2015

Can big idea savings programs improve retirement savings? The Save 10 initiative and the Financial Services Roundtable will host a livecast event featuring Francis Creighton of FSR and Greg Till of the U.S. Treasury to discuss different retirement savings programs. Join the conversation on Twitter by following #SavingsOptions

Make Retirement Great Again, a Save 10 Event

Join the Save 10 Initiative and the Financial Services Roundtable for a conversation about how millennials define, think about and prepare for retirement. Congresswoman Elise Stefanik, the youngest person ever elected to Congress and the head of the Millennial Caucus, will lead the conversation along with a young hill staffer and other savings experts.

PAC Conference 2015
  • Nov 3, 2015 - Nov 4, 2015
  • FSR Offices
  • Nov 3, 2015 - Nov 4, 2015

The FSR Communications Council Conference is an annual meeting designed for the public relations leaders at the nation’s top financial services institutions. This year’s conference includes a series of reporter meetings at Washington’s top media outlets, insights into the 2016 political scene and the latest trends in marketing and political advocacy from GOP pollster Frank Luntz. The event also involves plenty of time to network and a Happy Hour with other Washington trade association representatives, the media and Capitol Hill staff.

FSR Members only Event

Get Your Slice at the Free Pizza Giveaway for  Save 10's 'Saving a Slice for Retirement'

On Wednesday October 28, the Financial Services Roundtable (FSR) and its Save 10 Initiative will be giving away free slices pizza from the DC Slices pizza truck to the first 100 people to promote "Saving a Slice for Retirement".

Corporate Cyber Liability: How Prepared Is Your Board?
  • Oct 2, 2015
  • 12pm-1pm (ET)
  • Oct 2, 2015

BITS President Chris Feeney will moderate a panel about the rise of cybersecurity as a boardroom issue and discuss the findings of FSR's new joint study. Featured panelists include: Jody Westby (CEO, Global Cyber Risk, LLC), Kim Peretti (Alston & Bird), Llyod Campbell (SpencerStuart)

Remarks by Treasury Secretary Jacob J. Lew
  • Oct 2, 2015
  • 8:15am-9am (ET)
  • Oct 2, 2015

U.S. Treasury Secretary Jack Lew will deliver remarks to member executives about the economy as 2015 comes to a close and the future of the financial services industry in 2016.

FSR's Fall Conference
  • Oct 1, 2015 - Oct 2, 2015
  • Oct 1, 2015 - Oct 2, 2015

FSR's members only Fall Conference will take place on October 1 and October 2, 2015. ***For Sponsorship Opportunities contact Joey.Smith@FSRoundtable.org***

FSR Members only Event

The Squeeze on Gen X (the Sandwich Generation), a Save 10 Event

“The Squeeze on Gen X, The Sandwich Generation” is part of FSR’s series of events highlighting the “Save 10” initiative, which is a business to business, peer to peer effort encouraging employers to help their employers save 10 percent of their income for retirement. The Sandwich Generation event examines the challenges Generation Xers face while trying to save for retirement, financially support their aging parents and save to put their own children through college.

DoL Rule Analysis & FSR's SIMPLE PTE Explained
  • Aug 6, 2015
  • 10AM
  • Online
  • Aug 6, 2015

The Business Case for Auto-Enrollment & Increasing Financial Security, a Save 10 Event

This event will highlight the business case for auto-enrollment with keynote speaker, Mark Iwry from the U.S. Treasury providing comments on the Administration’s message of this important issue. Followed by a panel of distinguished industry executives discussing how Auto-Enrollment can increase participation and increase financial security.

  • Jun 4, 2015
  • 2:30 p.m.
  • Jun 4, 2015

Tune in to FSR's livecast starting at 2:30 p.m. ET on Thursday, June 4 to hear from leading experts in the housing finance field discussthe challenges facing the nation's newest wave of potential homebuyers.

2015 Housing Policy Council Annual Meeting

HPC’s annual meeting brings together senior executives from HPC and FSR member companies, who are the major players in the housing finance and mortgage industries. As the housing market continues its recovery, the theme of the HPC 2015 Annual Meeting will focus on the opportunities for American home-buyers to enter the housing market in spite of the fact that they face barriers due to tight lending standards.

BITS Emerging Payments Forum -- WITH BIOS

The 2015 BITS Emerging Payment Forum is a dynamic conference, bringing together innovators and senior executives from the world’s leading financial services firms, technology companies, security and big data providers and government agencies. Sponsorship of this conference will put your brand and products in front of these decision makers as they discuss emerging payments innovations and how to build a more trusted, resilient and faster payments system.

BITS Emerging Payments Forum

The 2015 BITS Emerging Payment Forum is a dynamic conference, bringing together innovators and senior executives from the world’s leading financial services firms, technology companies, security and big data providers and government agencies. Sponsorship of this conference will put your brand and products in front of these decision makers as they discuss emerging payments innovations and how to build a more trusted, resilient and faster payments system.

Using Information Sharing to Stop Cyber Threats
  • May 20, 2015
  • 11AM - 12PM
  • Online
  • May 20, 2015

The panel conversation will examine the details of the cybersecurity threat information sharing legislation currently moving on Capitol Hill and the implications it could have for consumers, the financial services industry, the energy sector and American businesses.

Annual Spring Meeting of the Lawyers Council

FSR’s Annual Lawyers Council meeting is the premier networking and educational forum in Washington for chief legal officers at the country’s leading financial institutions. This two-day conference features elected officials, regulators and other financial services experts who provide critical policy and regulatory insight for busy C-Suite legal executives. This meeting also uniquely features presentations from FSR members that allow participants to share peer-to-peer knowledge on the most pressing and latest legal and regulatory developments impacting the industry.

The U.S. Housing Market: Ready to Bloom; Ripe for Reform?

FSR, its Housing Policy Council and CoreLogic hosted a panel discussion on the current state of the nation’s housing market and the prospects for housing finance reform. Speakers included economists and policy experts from the federal government, think tanks and the mortgage and real estate industries.

Retiring Around the Globe: Is America’s System the Best?

FSR hosted a discussion on “Retirement Around the World” where industry leaders discussed the state of retirement globally, how the US system is doing and what we can learn from other countries.

FSR's 'Future of Tax Policy & Budget' Featuring Rep. Paul Ryan
  • Sep 28, 2014
  • Sep 28, 2014

FSR hosted House Budget Committee Chairman Paul Ryan (R-WI) at its Fall Conference for a session titled “The Future of Tax Policy and Budget” focused on highlighting key issues that will impact the financial services industry once the new Congress begins in 2015.

Partnerships: Working Together to Keep America's Economy Safe from the Cyber Threat

FSR, the U.S. Secret Service (USSS) and the FBI co-hosted a cybersecurity event on Monday titled “Keeping America’s Economy Safe from Cyber Threats.” The program provided an insider’s look at the anatomy of an attack, featuring anonymized case studies of hacks and how the financial industry, the merchant industry and law enforcement can work together to stay ahead of attacks.

Merchant Financial Services Cybersecurity Summit

The Merchant – Financial Services Partnership, in association with Bloomberg Government, hosted over 130 for a cybersecurity summit at the Reserve Officers Association. Recent breaches in industry, educational facilities and within government highlight the need for public private partnerships and collaboration among industry. Our panel explored the core vulnerabilities and challenges we face. The event included 3 panel discussions on legislative and regulatory actions to improve cybersecurity protections, the state of information sharing, and what is on the horizon for securing advanced payments.

FSR Corporate Social Responsibility Leadership Awards 2014

The Financial Services Roundtable awarded 23 financial services companies its “FSR Corporate Social Responsibility Leadership Awards” for their leadership and dedication to improving their communities and their efforts to sharing financial literacy education.

The Housing Policy Council’s 11th Annual Meeting

HPC's 11th Annual Meeting provided guests the opportunity to hear from speakers who provided a variety of important analysis, knowledge, and insights on pertinent housing issues. In addition, the program featured breakout sessions on mortgage originations and servicing, GSE Reform and military consumer financial services issues.

BITS Internet Security Forum
  • Jun 4, 2014
  • Jun 4, 2014

More than 100 senior executives from over 70 financial services firms, service providers, and government agencies participated in the BITS Internet Security Forum in Washington D.C. in June of 2014.

Annual Consumer Program 2014
  • May 14, 2014
  • All Day
  • May 14, 2014

FSR's 4th Annual Consumer Program took place May 14, 2014 at our offices here in Washington, DC. The event included a full-day series of panel discussions and guest speakers presenting on topics such as regulatory supervision and enforcement, corporate governance, and arbitration, as well as emerging regulatory trends in the vehicle finance, military service member, and mortgage markets.