2025 Financial Services Exchange
November 3-4, 2025 • Washington, DC & Virtual • Up to 13 CPEs
The IIA’s Financial Services Exchange is the premier internal audit and risk management conference tailored for professionals in banking, insurance, credit unions, consumer finance, and fintech.
This year’s program delivers specialized insights on:
- AI and practical applications of fintech
- Cybersecurity and data privacy safeguards
- Blockchain and emerging technologies
- Regulatory compliance and evolving standards across North America
Audit guidance you can bank on
Gain actionable knowledge, fresh perspectives, and valuable connections that empower you to navigate emerging risks, regulatory shifts, and industry innovation.
See who’s speaking at the Financial Services Exchange
Opening Keynote
Linda Bernardi
Co-founder
Element AI
Former chief innovation officer at IBM and co-founder of Element AI who has helped shape transformative shifts in industries from IoT to finance.
Closing Keynote
Meagan Schoenberger
Sr. Economist
KPMG
An economist with deep expertise in international trade, policy, and emerging financial trends, bringing fresh insights on the forces shaping global markets.
Jeff Bongiovanni
Vice President
Federal Reserve Bank of Dallas
Plus hear from leaders and innovators from Morgan Stanley, Capital One, Edward Jones, Desjardins, and more.
Financial Service Exchange program highlights
Workshops to attend prior to the Financial Service Exchange
Workshop 1:
Elevating Audit Influence Through Communication
1:00 pm – 3:00 pm | Sunday, November 2, 2025 | 2.4 CPE | Members $249
Strengthen your executive presence and learn practical tools to lead conversations, build trust, and position audit as a strategic partner.
Workshop Instructor
Velera Wilson
Founder/CEO of Positive Identity, LLC
Workshop 2:
Applying the Standards in Practice
3:30 pm – 5:30 pm | Sunday, November 2, 2025 | 2.4 CPE | Members $249
Explore real-world challenges and solutions for Standards implementation, with insights on updated guidance and financial services trends.
Workshop Instructors
Andrew Guasp
Sr. Manager, Professional Standards
The Institute of Internal Auditors
Andy Cook
Director of Standards & Professional Guidance
The Institute of Internal Auditors
Who should attend?
This program is designed for audit, risk, and compliance professionals across the financial sector in the US and Canada:
- Internal auditors in banking, insurance, fintech, and credit unions
- CAEs, Directors, and Audit Managers
- Risk and compliance leaders
- Tech-focused auditors (cybersecurity, AI, fintech)
- Financial regulators and examiners
- Consultants and advisors in financial services
Financial Services Exchange registration
To ensure you receive your member discount, be sure to sign in to your IIA profile before adding registration to your cart.Financial Services Exchange hotel and conference center location
Be immersed in the iconic sights, unlimited shopping and alluring nightlife of the nation's capital.
Recognized as the #1 Hotel for Meetings in Washington, DC by Cvent, the Grand Hyatt Washington luxury hotel is located in downtown Washington, D.C., a few blocks from the Capital One Arena, National Mall, Smithsonian Museums and the Washington Monument.
Grand Hyatt Washington
1000 H St NW, Washington, DC 20001
(202) 582-1234
About the Grand Hyatt Washington
- Direct connection to the city via the Metro Center station.
- Located 6 miles from Regan International Airport (DCA).
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Single/double occupancy: $339 plus tax per night, this rate includes the hotel destination fee.
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- Reserve your room
- Guests may also book through the hotel’s call center at 877-803-7534 by referencing our group code, G-IIA5.
- Room reservation cutoff date: Thursday, October 9, 2025
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- Credit card must be provided when making the reservation.
- A first night room and tax deposit is required to guarantee the reservation.
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- Guests may cancel up to 72 hours prior to 11:59 pm of their arrival day without penalty.
- If cancelling within 72 hours of the arrival day, one night fee will be charged to the credit card provided when making the reservation.
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- Check-in: 4:00 pm
- Check-out: 11:00 am
