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Sponsorship Opportunities

For over five years, the Women Adviser Summit has hosted thousands of 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!



Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, 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

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Sponsored by


CE Credits

The New York City Women Adviser Summit is accepted for 3 CE Credits by the CFP Board. Investments & Wealth Institute ® has approved this program for 5 CE credit towards the CIMA®, CPWA®, CIMC ®, and RMA®certifications.


Jennifer Bacarella

Executive Director of Firm Development, Parkland Securities/Sigma Financial Corp.

April Booth

Chief Operating Officer, TAG Advisors

Tammy Butts

Regional Executive Vice President and Branch Manager, AXA Advisors

Karen Cashen

Vice President of Marketing, Schwab Advisor Services

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds

Theresa Gralinski

Director of Marketing and Communications, InvestmentNews

Kate Healy

Managing Director, Generation Next, TD Ameritrade

Susan Kay

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

Lisa Kueng

Director of Creative Campaigns, Invesco

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