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The Definitive Voice of, and Advocate for, Florida Securities Firms and Investment Advisors for More Than 80 Years.

INDUSTRY OUTREACH, EDUCATION OPPORTUNITIES & EVENTS

Since 1933, FSDA has been the voice of the securities industry in Florida. It is our mission to advocate on behalf of the industry and provide education opportunities for our members and Florida's investing public. View our upcoming events, event details and agendas, and register online.

Upcoming events

    • 10/03/2019
    • 7:45 AM
    • Boca Raton Marriott at Boca Center, 5150 Town Center Circle Boca Raton, FL 33486
    Register

    FSDA Industry Outreach Program Fall 2019

    FSDA Presents...Market Trends: Rethink & Recalibrate

    Thursday, October 3, 2019

    Location: ​Boca Raton Marriott at Boca Center

    5150 Town Center CircleBoca Raton, FL 33486

    Schedule

    • 7:45 a.m. - 8:30 a.m. Registration & Networking Continental Breakfast
    • 8:30 a.m. - 8:45 a.m.  Welcome & Opening Remarks & Sponsor Recognition
    • 8:45 a.m. – 9:15 a.m. SEC’s Regulation Best Interest  - A conversation with Kevin Carroll, Managing Director and Associate General Counsel SIFMA
    • 9:15 a.m. – 9:35 a.m. Cannabis Investment Complications – Kerry A. Zinn, Principal, Bressler, Amery & Ross, P.C.
    • 9:35 a.m. - 10:00 a.m. Networking break
    • 10:00 a.m. - 11:00 a.m. Panel Discussion - Cryptocurrency and Securities Regulation in the Digital Age
    • 11:00 a.m. - 11:45 a.m. Market Strategist  - Bryan Piskorowski, Head of Advice & Market Strategy Wells Fargo Advisors
    • 11:45 a.m. - 11:50 a.m. Closing Remarks

    Cryptocurrency & Blockchain Technology Panel Participants:

    Moderator - Kevin D. Rosen, Senior Manager, Cyber Risk Services, Deloitte & Touche LLP

    • Haimera Workie, Head of Financial Innovation and Senior Director, FINRA Office of Financial Innovation
    • Scott A. Masel, Attorney-Advisor, Enforcement, U.S. Securities & Exchange Commission
    • Bobbyjoe Glover, Special Agent, Federal Bureau of Investigation
    • Steven M. Greenbaum, General Counsel, TradeStation Securities, Inc.
    • Kerry A. Zinn, Principal, Bressler, Amery & Ross, P.C

           

    CLE, CPA & CFP continuing education credit applied for   

    Questions, contact wanda.doumar@floridasecurities.com      

    FSDA thanks the following members for their sponsorship support of the Industry Outreach Program 2019




    Sponsorship opportunities available 
    Contact wanda.doumar@floridasecurities.com


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