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Financial Services Exchange Know Before You Go 

Already Registered? Access Event Now.

2020 Financial Services Exchange
Know Before You Go

Sept. 14–15, 2020

We are excited to have you join us for the 2020 Financial Services Exchange! Here is some important information regarding the virtual event.

How to Log In

Access the event and gain access to your virtual portal. You will be directed to sign on using your IIA account credentials.

Forgot My Password

If you have forgotten your IIA account password, please reset your password.

Can I Log In Now?

Yes! We encourage you to log in and check out the platform to ensure you are not experiencing any issues. If you encounter any issues, please contact

What To Do When You Log In

Complete your profile

Click on your profile on the top right corner and complete the details to your virtual business card!

Check out our sponsors and exhibitors

You will have the opportunity to check out our sponsors and exhibitors. During the virtual event breaks, the virtual booths will be open and sponsors will be available to chat and answer any questions you may have.

Create your agenda

Click on the agenda tab on the left hand side of the platform to view the schedule. From there, you will have the ability to build your personal agenda.

Important Information To Know

What time zone will be used for virtual sessions?

Sessions will take place in Central Daylight Time (CDT).

How to attend sessions

You will be able to join sessions 10 minutes prior to the start time. Click on the agenda and select the session you would like to attend by clicking join now.

Get social

Share insights and your favorite takeaways with other attendees and share your newfound knowledge with your professional networks using the hashtag #IIAFSE

Are there 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.

PLEASE NOTE: You will be required to select a "Are You Still Watching" button throughout the event to confirm your attendance during the live session(s).

Attendee Best Practices

  1. Please review the all Frequently Asked Questions in the Attendee Participation Guide to ensure optimal success.
  2. Be sure to have at least 1.8 Mb per second for download and 0.6 Mb per second for upload speeds for standard definition (3 Mb download and 1.5 Mb upload speeds for HD). Run a technical check.
  3. Please close all browser tabs or pause software updates running in the background as this may slow down your processing speed.
  4. Turn off all notifications on your computer to avoid distractions.
  5. Make certain your attendee profile (top right of the screen) is accurate and up-to-date for optimal experience.

Important Attendee Information

We want all of you to have a great experience at our virtual event! In consideration of this, we ask that all attendees review the IIA’s Code of Conduct.

Thank you to our Event Sponsors!

Gold Sponsors




Wolters Kluwer

Silver Sponsors

Bank of America

Grant Thornton

Bronze Sponsors


N Contracts