Wednesday, June 25


Registration Opens


Opening Remarks

»Speaker: Suzanne Siracuse, VP/Publisher, InvestmentNews



Networking Lunch

The second annual Women's Forum kicks off with a networking lunch, where attendees have the opportunity to mingle and connect with their peers. Additionally, a Girls Inc representative will share success stories of young girls who have participated in their programs, and speak on the mission of empowering today’s youth to be strong, smart and bold.


Lessons in Leadership | Taking your Career to New Heights

In this session, Jyoti Chopra, Global Head of Diversity and Inclusion at BNY Mellon will explore how to build a path to leadership and how to navigate your career to reach new heights. Drawing on insights and experiences from organizations like the United Nations, Merrill Lynch, Deloitte and BNY Mellon, Jyoti will present practical advice on topics including: sponsors, mentors and coaches; building subject matter and domain expertise; negotiating skills; evaluating risks and rewards; and building lasting networking circles and spheres of influence.

»Speaker: Jyoti Chopra, Managing Director, Global Head of Diversity and Inclusion, BNY Mellon

»Download Presentation



Traditional, Reverse and More – What Really Makes a Good Mentorship Relationship GOOD?

People thrive off the relationships forged throughout their personal and professional lives – it’s who we are by nature. So what makes these relationships unique to a woman, particularly as it pertains to her professional role? This session takes a look at the importance of the mentorship relationship, and how the various types – traditional, reverse, and more – can help women gather the knowledge and perspective they need to be successful at any level of their careers.

»Mentor: Kayla Flaten, Prime Services Account Manager, Pershing LLC, a BNY Mellon Company

»Mentee: Mark Tibergien, CEO and Managing Director, Pershing Advisor Solutions LLC, a BNY Mellon Company

»Mentor: Laura Steckler, CFP®, Vice President, Investments, Raymond James & Associates

»Mentee: Allison Holly, AAMS® Financial Advisor, Investments Raymond James & Associates, Inc.

»Mentee: Trisha Miller, CFP®, Executive Director | W. P. Carey Inc. Executive Vice President, National Sales Manager | Carey Financial, LLC

»Moderator: Marion Asnes, President, Idea Refinery, LLC

»Download Presentation



Networking Break


A Journey to Success

A Journey to Success will feature 2-4 female executives who’ll speak from their unique perspective as women about the path they embarked upon to get to where they are today. Potential topics to discuss include: lessons learned; what their inspirations were; mistakes that made them better. Audience should walk away with a feeling of empowerment and encouragement.

»Panelist: Heather Ettinger, Managing Partner, Fairport Asset Management

»Panelist: Rebecca Pomering, CEO, Principal, Moss Adams Wealth Advisors LLC

»Panelist: Louisa Quarto, President, Realty Capital Securities, LLC

»Moderator: Suzanne Siracuse, VP/Publisher, InvestmentNews



Closing Remarks

»Speaker: Trisha Miller, National Sales Manager, WP Carey



Networking Cocktail Party

Agenda subject to change.

Related Content

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VIDEO – One size doesn't fit all: Working with women

WHITEPAPER – Women & financial independence


Registration Information

Contact: Shannon Rosic

Phone: 212.210.0450


Speaking Opportunities

Contact: Suzanne Siracuse

Phone: 212.210.0715


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