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The Institute of Internal Auditors North AmericaBreadcrumb SeparatorLearning and EventsBreadcrumb SeparatorConferencesBreadcrumb SeparatorFSEBreadcrumb SeparatorFinancial Services Exchange Event Details

2020 Financial Services Exchange

Register Now

2020 Financial Services Exchange Additional Details

Sept. 14–15, 2020
Omni Shoreham Hotel
Washington, D.C.

Payment Guidelines

Registration for The IIA’s conferences and any other events are not confirmed or reserved until full payment is received. It is highly recommended that payment is provided at the time of registration to guarantee a seat within the conference or event. All invoice payments are due thirty (30) days from the invoice date. The IIA does not issue invoices for payment within thirty (30) days prior to a conference or event. Payment by credit card is required within thirty (30) days prior to a conference or event.

Registration rate is determined by the date payment is received by The IIA. Please plan accordingly, as it may take ten (10) or more business days for a wire transfer or mailed check to reach The IIA. Should we receive payment after a registration rate deadline, your account will be adjusted to reflect the current due amount. Entrance to any conference and all related events is contingent upon full payment.

Payment Options

  1. Pay by credit card now.
  2. Request an invoice to pay by credit card, check, or wire transfer (registration is not confirmed or reserved until full payment is received).

Please contact IIA Customer Relations to request an invoice for payment.
US: +1-407-937-1111
Email: CustomerRelations@theiia.org

Schedule Changes

At times, it may be necessary to cancel, reschedule, or substitute an event, conference session, speaker, and/or topic after registration has been confirmed. The IIA will provide advance notification of any changes once notice has been received and in doing so will not be responsible for penalties related to the canceling or rescheduling of registration fees, airfare, lodging, etc.

NEW! Risk Free Cancellation Policy

We understand that times are uncertain due to COVID-19; which is why we are offering a new, flexible and risk-free cancellation policy that allows you to register now and transfer from in-person to live streaming or to cancel for a full refund up to the day of the event with no penalty. If you need to make changes to your registration prior to the conference please contact us at customerrelations@theiia.org, +1-407-937-1111.

If you choose to transfer your registration from in-person to the live stream, The IIA will refund the different of the registration fees. All refunds will be processed within 30 days following the event.

Contact Information

For “Frequently Asked Questions” about conferences, visit the FAQ page, or for more information regarding refund, complaint, and/or program cancellation policies, please contact IIA Customer Relations at +1-407-937-1111 or CustomerRelations@theiia.org.

CPE Credits Available

The IIA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

Your CPE certificate will be emailed to you two to four weeks post-conference.

Conference Sponsorships and Exhibit Space Available

For exhibit and sponsorship opportunities at this event, please contact sales@theiia.org or call +1-407-937-1388.

Consent to Use Photographic Images

Registration and attendance at or participation in IIA conferences and other activities constitutes an agreement by the registrant to The IIA’s use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities.

IIA Code of Conduct for Activities

The Institute of Internal Auditors is dedicated to providing a harassment-free experience for everyone. The IIA’s policy is to provide an environment that is free from sexual and other types of discriminatory harassment. We do not tolerate harassment in any form.

The IIA Code of Conduct applies to all individuals at an activity or related social event. Anybody violating this Code may be sanctioned or expelled from the activity at the discretion of The IIA.