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
Executive roundtable and dinner
Kick off the conference on Sunday with an intensive roundtable for senior leaders, followed by a sponsored networking dinner.
Leveraging Neurodiversity panel
A thought-provoking closing session replacing the traditional keynote.
Canadian-focused sessions
Targeted topics with broad relevance for North American auditors.
Expanded Big Ideas Exchange
Now featuring two interactive sessions to explore innovative concepts in depth.
Virtual Big Ideas Exchange
A tailored experience for virtual attendees, with breakout groups and expert facilitation.
Exclusive virtual content
Live “Ask the Expert” sessions during networking breaks, hosted by the emcee with subject matter experts, featuring interactive Q&A.
Women in Leadership panel
Insightful discussions spotlighting the experiences and strategies of women audit leaders.
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
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