register now
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

register now

Sponsored by


CE Credits

Approved for 4 CE Credits by the CFP Board. Approved by Investments & Wealth Institute for 4 credits 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

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 does soccer and the 1999 Women’s National Team have to do with money? For Chloe McKenzie of @blackfeminc the a…, Jul 09, 2019 9:33PM @eventsFromIN What’s your first memory of money? @investmentnews publisher and CEO @suzsiracuse talks about her first bank book a…, Jul 09, 2019 9:30PM @eventsFromIN When it comes to building a business, debt is critical. Angie O’Leary of @RBC explains how she learned that lesson…, Jul 09, 2019 9:27PM @eventsFromIN

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.