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For nearly four years, the Women Adviser Summit has hosted over 1,000 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!

Women Adviser Summit

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and in one day:

- Gain proven tools to build your business

- Learn communication strategies for bridging generation gaps

- Amplify your brand and value proposition

- Develop techniques for protecting aging clients

- Discover a forum to network with peers

- Feel inspired

Register Now


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2017 Locations

San Francisco



The Women Adviser Summit takes place at:
JW Marriott San Francisco Union Square - Metropolitan Ballroom, 2nd Floor 515 Mason St, San Francisco, CA 94102

(415) 771-8600

The room blocks at JW Marriott San Francisco Union Square and Le Meridien San Francisco are sold out. If you need assistance finding a room, please contact Charles Chan Massey at for options that may be available.


Colleen Bell

First Vice President Fiduciary Services, Cambridge Investment Research, Inc.

Sarah Deasy

Loan Officer, Live Oak Bank

Amy Florian

CEO, Corgenius

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Katie Horton

Financial Planner at HC Financial Advisors

Susan Kay

Vice President and Director of Business Development, MFS Fund Distributors, Inc.

Maureen Kerrigan

Senior Vice President, Financial Adviser, RBC Wealth Management

Michelle Lynch

Vice President, Raymond James Network for Women Advisors

Tiana Ronstadt

Financial Advisor, Power Women Investing

Clara Shih

CEO and Founder, Hearsay Systems

View More

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

What have advisers learned at #SchwabIMPACT? Chad from @PacificCap talks about his experience. @orionadvisor, Nov 16, 2017 4:56PM @eventsFromIN How did Shirl Penney get started in the financial services industry? @DynastyFP @orionadvisor #SchwabIMPACT, Nov 16, 2017 4:49PM @eventsFromIN Bernie Clark talks about how he got started in the industry @Schwab4RIAs #SchwabIMPACT @orionadvisor, Nov 16, 2017 4:36PM @eventsFromIN