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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



Our room block at the JW Marriott San Francisco is completely sold out at this time.

We have an overflow room block at Le Meridian San Francisco. To make your reservations please click here: Le Meridian.

****PLEASE NOTE that due to the citywide convention in San Francisco hotel room availability in the city is extremely tight over our dates. Please book your rooms as soon as possible.

Should you experience any issues making your reservations via the link above please contact Charles Chan Massey at


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.

Diversity about creating diversity of thought=inclusion=the birth of innovative ideas and solutions to problems. #INBP2017 @BrieWilliamsTuesday, Oct 17, 2017 3:10PM @eventsFromIN The wrong way to hire is to hire someone who looks like yourself. Gabe Garcia @Pershing #INBP2017Tuesday, Oct 17, 2017 3:04PM @eventsFromIN 60% of Advisers who feel they have right team in place have positive outlooks. Only 25% of those struggling with staff feel pos. #INBP2017Tuesday, Oct 17, 2017 12:02PM @eventsFromIN