2025 Financial Services Exchange
November 3-4, 2025 • Washington, DC & Virtual • Up to 13 CPEs
Designed exclusively for internal audit and risk professionals in banking, insurance, consumer finance, and credit unions, the Financial Services Exchange delivers specialized insights to help you navigate emerging risks, regulatory shifts, and innovation in today’s complex financial landscape. Gain actionable knowledge, fresh perspectives, and valuable connections that empower you to stay ahead of industry shifts.
What’s new at the 2025 Financial Services Exchange
Introduction of Workshops Geared to Leaders
Kick off the conference on Sunday with one or both of our preconference workshop options geared towards industry professionals and leaders.
Exclusive CAE Panel
A thought-provoking panel discussion by CAEs from various backgrounds that speak to the future of Internal Audit in Financial Services
Canadian-inclusive Sessions
Our program this year is geared towards a broader North American audience of auditors.
Big Ideas Exchange is Back!
Our popular in-person only Big Ideas Exchange is back, featuring several topics to choose from in this interactive format that fosters peer-to-peer learning.
Exclusive virtual content
Live “Ask the Expert” sessions during networking breaks, hosted by the emcee with subject matter experts, featuring interactive Q&A.
Rapid Fire Trend Talks: Risky Business
The introduction of our new format at FSE, our Rapid Fire Trend Talks will do a quick deep dive into various topics around Risk.
Why you should attend?
Equip yourself with the insights, strategies, and connections essential to navigating emerging risks, shifting regulations, and industry innovation.
Connect with peers
Network with internal audit and risk professionals from the banking, credit union, insurance, asset management, and fintech sectors.
Share your perspective
Join in a trend-forward topic discussion and hear varying perspectives and approaches during one of the Big Ideas Exchange sessions.
Sharpen your audit playbook
Walk away with practical guidance designed for the realities of today’s financial institutions — from large global firms to agile, tech-driven teams.
Earn CPE credits
Eligible for up to 13 CPE credits, including regulatory ethics, meeting requirements for both The IIA and NASBA.
Who should attend?
Designed for audit, risk, and compliance professionals across the financial sector.
This conference is ideal for:
- 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
- U.S. and Canadian auditors
- Women and diverse audit leaders
If you work to protect or transform internal controls in financial services, this event is for you.
Keynote Presenter
Linda Bernardi is a technology pioneer known for her bold thinking on innovation, disruption, and the future of AI
As a former chief innovation officer at IBM and co-founder of Element AI, she has helped shape transformative shifts in industries from IoT to finance.
At FSE 2025, she’ll explore how emerging technologies — especially AI — are redefining financial services and how internal auditors can lead the change.
Linda Bernardi
Innovation and Disruption Keynote Speaker
Collaborative Agency Group
Pre-Conference Workshops
Workshop 1: Communicating with Confidence
1:00 pm – 3:00 pm | Sunday, November 2, 2025 | 2.4 CPE | Members $249
As internal audit leaders in the financial sector, the ability to communicate with clarity and authority is vital to driving influence, building stakeholder trust, and positioning audit as a strategic partner. This interactive workshop is designed to help you strengthen your executive presence, navigate high-stakes conversations, and advocate effectively for your function and your people. You’ll walk away with practical tools to elevate how you communicate across the organization—especially when managing conflict, promoting your work, or leading through change.
Workshop Instructor
Velera Wilson
Founder/CEO of Positive Identity, LLC
Workshop 2: Practical Application of the IPPF and the Future of Financial Services Internal Auditing
3:30 pm – 5:30 pm | Sunday, November 2, 2025 | 2.4 CPE | Members $249
This session will be interactive in nature and will address the Standards and related Quality Assurance activities through a practical, real-world discussion. Known or anticipated challenges with Standards implementation and best paths forward to properly address these concerns will be incorporated into the session. In addition, the session will cover recently updated Financial Services-applicable Global Practice Guides and Tools along with new and upcoming Topical Requirements. The session will conclude with an open discussion among attendees of current Financial Services trends, how internal audit functions are addressing these trends, and how the IIA can better serve your needs in the future.
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
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).
Hotel booking and cancelation policies
Room rates
- Single/double occupancy: $339 plus tax per night, this rate includes the hotel destination fee.
Hotel booking
- 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
Booking policy
- Credit card must be provided when making the reservation.
- A first night room and tax deposit is required to guarantee the reservation.
Cancellation policy
- 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.
Check-in and check-out times
- Check-in: 4:00 pm
- Check-out: 11:00 am