Agenda

Denver: September 13, 2018

7:45am – 8:30am

Registration and breakfast

8:30am – 8:45am

Opening remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

8:45am – 9:30am

Performance excellence of world class advisers: Asset acquisition through community involvement and philanthropic planning?

A surprising 82% of Americans would like help with philanthropic planning, yet only 17% have ever been asked. Susan will share the proven strategies of advisers who have taken their business model to the next level by opening up a conversation about this area of wealth management to create a close bond with clients and their families. Learn how to host powerful client acquisition events that benefit your community, philanthropic family meetings that cement existing assets and garner new assets as well as how demonstrating your firm’s commitment to the community will attract new families to your brand.

Speaker:

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

9:35am – 10:20am

Is your client’s gender costing her a fortune? How to empower women to break money silence and acquire more wealth

Despite women’s rising economic power, many female clients face financial discrimination.  The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.

Learn why the cost of money silence is especially high for women, the price women (and their families) pay for money silence, common myths about gender and money that hurt clients (and the financial services industry) as well as practical strategies for teaching women how to engage in wealth conversations at home and at work.

Speaker:

Kathleen Burns Kingsbury, Wealth Psychology Expert, Author and Founder, KBK Wealth Connection

10:20am – 10:35am

Networking break

10:40am – 11:25am

Growth strategies: How to supercharge your business and define your unique value

From networking circles and hosting unique events, to writing books and specializing in niche client segments, female financial advisers are finding authentic and rewarding ways to attract new clients and grow their businesses. Come away with practical strategies that will inspire you to take your practice to the next level. Be prepared for multiple "aha" moments.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

Panelists:

Hannah Buschbom, Partner, Ameriflex Financial Services

11:30am – 12:15pm

Protecting your business from the latest cyber fraud schemes

The landscape is changing. Hackers are not only targeting your clients, they have set their sights on advisory practices. Learn how to defend against the latest schemes targeting employees and assistants with practical strategies for improving your cybersecurity and credential policies.

Speaker:

Michelle Thetford, Vice President Advisor Services Client Strategic Solutions, Charles Schwab

12:15pm – 1:15pm

Networking lunch

1:20pm – 1:35pm

Spotlight session

1:40pm – 2:55pm

Your brilliant difference: Understand how the world sees you and uncover your natural power of persuasion

Every personality has a specific advantage that is most likely to impress and influence the person sitting on the other side of the table. Using the Fascination Personality Test™ this interactive session will help you understand your most powerful attributes, what makes you valuable to others and how to confidently translate this into making authentic, brilliant impressions.

Speaker:

Finka Jerkovic, Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications, Inc.

2:55pm – 3:10pm

Networking break

3:15pm – 4:00pm

Understanding—and implementing—the business case for diversity and inclusion

Embracing workplace diversity and inclusion is not only the right thing to do ethically, it’s also a smart practice that now, more than ever, is a key component to growth and success. Delving into recruitment, training, culture and communication, this panel will address the challenge of creating an environment that allows people to bring their true selves to the job, regardless of ethnicity, gender, age, disability or sexual orientation.

Moderator:

Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional

Panelists:

James White, Head of Diversity & Inclusion, OppenheimerFunds

4:00pm – 4:15pm

Spotlight session: Women in investing

Speaker:

Kathleen McQuiggan, Special Adviser on Gender Diversity, CFP Board of Standards

4:15pm – 4:55pm

Lessons in leadership

Women are holding top leadership roles as some of the industry’s leading firms, but it’s still the exception rather than the norm. Our panel of female leaders will share the lessons they have learned along the way in their journeys to their current positions. Mentorship, continuous improvement, work-life balance and more will be covered in this frank discussion as well as addressing how they are parlaying their own experiences into helping both female advisers and investors.

Moderator:

Suzanne Siracuse, VP/Publisher, InvestmentNews

4:55pm – 5:05pm

Closing remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

5:05pm – 6:30pm

Cocktail reception

*Agenda subject to change.

Testimonials

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For over five years, the Women Adviser Summit has hosted over 1,600 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!

Locations

Chicago | Boston | Denver | San Francisco

 


BOSTON: July 10

Location:
The Colonnade Hotel
120 Huntington Ave, Boston, MA 02116
(617) 424-7000
https://www.colonnadehotel.com
*Our room block at the Colonnade has reached capacity. Please contact Charles Chan Massey at charles@synaxismeetings.com if you need assistance with hotel reservations.

DENVER: September 13

Location:
The Westin Denver Downtown
1672 Lawrence St, Denver, CO 80202
(303) 572-9100
http://www.westindenverdowntown.com
* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

SAN FRANCISCO: October 23

Location:
JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102
(415) 771-8600
http://www.marriott.com/hotels
* We have a limited room block reserved at The JW Marriott San Francisco under InvestmentNews. The rate is $389 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

CHICAGO: May 2

Location:
The Westin Chicago River North
320 N Dearborn St, Chicago, IL 60654
(312) 744-1900
http://www.westinchicago.com
* We have a limited room block reserved at The Westin Chicago River North under InvestmentNews. The rate is $276 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

If you should encounter any difficulty making a reservation at any of the above hotels please contact Charles Chan Massey at charles@synaxismeetings.com for assistance.

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Do you know a female financial adviser or industry executive who exemplify the definition of a true leader? Nominat… https://t.co/cvxy3OdN0aFriday, Jul 13, 2018 12:01PM @eventsFromIN We agree @msmargarethart! @KBKSpeaks makes breaking money silence easy!! https://t.co/Z2mkTbih5ETuesday, Jul 10, 2018 11:01AM @eventsFromIN Did you miss our #metoo video that was featured at #WAS2018 in Boston? Here's your chance to watch and share! Tha… https://t.co/IYjYdwYe9JTuesday, Jul 10, 2018 9:00AM @eventsFromIN
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