San Francisco | October 23, 2018

7:45am – 8:30am

Registration and breakfast

8:35am – 8:45am

Opening remarks

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:45am – 9:45am

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 Kay 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 will demonstrate your firm’s commitment to the community and attract new families to your brand, and hold philanthropic family meetings that will help you cement existing assets and garner new relationships. Kim Laughton will expand upon how to incorporate charitable planning into your practice and why it’s important to have these conversations in 2018. She will also share strategies to help your clients maximize the tax benefits of charitable giving in light of the new tax law.


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

Kim Laughton, President, Schwab Charitable

9:50am – 10:35am

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.


Theresa Gralinski, Director of Marketing, InvestmentNews


Jennifer Bacarella, Director of Firm Development, Sigma Financial Corp.

Hannah Buschbom, Partner, Ameriflex Financial Services

Kristi Straw, Wealth Management Advisor, U.S. Bancorp Investments

Joni Youngwirth, Managing Principal, Practice Management, Commonwealth Financial Network

10:35am – 10:50am

Networking break

10:55am – 11:50am

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.


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

11:55am – 12:05pm

Spotlight session: Living my best life (in retirement)

Let's talk about how to empower clients to live their best retirement lives. According to Urban Dictionary, Living My Best Life is “a popular phrase used among young women’s social media, especially those who consider themselves hip and trendy.” Who says you have to be young to be hip and trendy, or to live your best life? While Boomers continue to retire, your GenX clients are rounding the curve on to this milestone in life. This spotlight will discuss insights and strategies that you can use to empower clients from both generations.


Renee Hamlen, Vice President, Retail Annuity Marketing, New York Life

12:10pm – 1:10pm

Networking lunch

1:10pm – 2:20pm

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.


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

2:25pm – 3:10pm

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.


Maz Kamaruddin, Head of Diversity Markets, AXA Advisors


Tony Barrett, Senior Vice President of Investments, Delaware Valley Complex Manager, Raymond James

Laura Guerrero, AAMS®, Financial Advisor, Edward Jones

Leigh Shimamoto, Managing Director of Wealth Management, Vernal Point Advisors

Christina Townsend, Director, Pershing Advisor Solutions, a BNY Mellon company

3:10pm – 3:25pm

Networking break

3:30pm – 4:15pm

Making an impact: Investing with more than one purpose

InvestmentNews Impact investing has grown from a niche to a $9 trillion movement. But why does this matter to you? The reason is simple: clients are demanding it – and not just today’s clients but tomorrow’s. Eighty percent of women and 86% of millennials are interested in impact investing, according to the U.S. Impact Investing Alliance. This panel will go beyond the “what” and “why” of impact investing to examine some of the misconceptions about the movement and look at ways that these critical solutions can be integrated into every client’s portfolio. Come away from the discussion with practical steps for “how” you can incorporate impact investing into your practice and into your clients' portfolios.


Sonya Dreizler, Founder/ Consultant, Solutions with Sonya


Cameron Barsness, Kutscher Benner Barsness & Stevens, Inc.

Claire Veuthey, Director of ESG & Impact, OpenInvest

Kim Wright-Violich, Managing Partner, Tideline

4:20pm – 5:05pm

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.


Suzanne Siracuse, CEO/Publisher, InvestmentNews


Margaret C. Starner, Senior Vice President, Financial Planner, Raymond James & Associates

Amy Webber, President and Chief Executive Officer, Cambridge Investment Research, Inc.

5:05pm – 5:15pm

Closing remarks

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:15pm – 6:30pm

Cocktail reception

*Agenda subject to change.


Sponsored by

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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!


Chicago | Boston | Denver | San Francisco


BOSTON: July 10

The Colonnade Hotel
120 Huntington Ave, Boston, MA 02116
(617) 424-7000
*Our room block at the Colonnade has reached capacity. Please contact Charles Chan Massey at if you need assistance with hotel reservations.

DENVER: September 13

The Westin Denver Downtown
1672 Lawrence St, Denver, CO 80202
(303) 572-9100
* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. This rate is only available until August 29th. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.


JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102
(415) 771-8600
* 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.


The Westin Chicago River North
320 N Dearborn St, Chicago, IL 60654
(312) 744-1900
* 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 for assistance.

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