Agendas

Huntington Beach | March 26th, 2019 Huntington Beach

March 25th Cocktail Reception - Join us for Pre- Event Cocktails Sponsored by Edward Jones to kick off WAS Huntington Beach from 6:00 – 7:00 pm at the Hyatt Regency Resort and Spa.

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

Moderator:

Liz Skinner, Special Projects Editor, InvestmentNews

Panelists:

Casey McKeon, Senior Consultant, Succession & Acquisition Consulting Group, Raymond James

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

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

3 Keys to unleashing your greatest potential

Despite achieving high levels of success, many professional women are unbalanced and work to the detriment of their mental and physical health. This session will inspire you to take charge of your life and achieve your next level of success without all the baggage. Leave with three key lessons: how to choose where to invest your energy, finding your place of clarity and the art of saying no.

Speaker:

Christy Rutherford, Author, Women’s Leadership Development Expert

9:35am – 10:25am

1 CE Credit

Capitalizing on the sustainable investing wave: Helping clients invest their values

Approximately $12 trillion, more than one in four professionally managed dollars in the United States, are invested following sustainable principles. Learn how to leverage impact investing to grow your business and provide greater client satisfaction. Get the specific tools to help you implement sustainable/ESG practices and understand how to outsource to industry leading providers. Come away with a better understanding of the sustainable investing landscape and the concrete ways to implement them into your business.

Speaker:

Colleen Denzler, Founder, Colleen Denzler Strategy Partners

10:25am – 10:45am

Networking break

10:50am – 11:40am

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

Panelist:

April Booth, Chief Operating Officer, TAG Advisors

Michelle Curry, CFP, Reitrement Planning Specialist, AXA Advisors

Cynthia Meyers, CFP, Owner and Founder, Confluence Financial Planning, LLC

11:40am – 12:30pm

Growth synching lower: Asset allocation implications

As global growth slows and market volatility increases, investors may look to capitalize on idiosyncratic opportunities to grow returns. This session takes a deeper dive into investment ideas that span the globe and provides an economic update.

Speaker:

Erin Browne, Managing Director, Portfolio Manager of Multi-Asset Investing, PIMCO

12:35pm – 1:35pm

Networking lunch

1:35pm – 2:25pm

1 CE Credit

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:25pm – 2:45pm

Female Financial Empowerment

Women are less confident than men about their knowledge of financial matters, and less likely to seek out information. This session is to help educate advisors on how to empower women to take charge of their financial future by offering practical strategies and considerations for dealing with life's challenges.

Speaker:

Tammy McKennon, Financial Advisor, Edward Jones

2:50pm – 3:35pm

1 CE Credit

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelists:

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

Chloe McKenzie, Founder, BlackFem

Darla Sipolt, Managing Director Core West Sales, TD Ameritrade Institutional

Erin Voisin, CFP®, MS, CDFA®,ChFC®, Director of Financial Planning, EP Wealth Advisors, LLC

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Scott West, Head of Consulting, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Chicago | May 16th, 2019 Chicago

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

Panelist:

Heather Ettinger, Founder and CEO, Luma Wealth Advisors

Maria Considine King, Senior Vice President, Practice Management, Commonwealth Financial

Casey McKeon, Succession & Acquisition Senior Consultant, Raymond James

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

1 CE Credit

Economic outlook

Start the day with an overview of the economy and global markets. Get a sense of the risks and opportunities ahead, and how you can answer your clients‘ pressing questions and keep them focused on long-term goals.

Panelist:

Janelle E. Woodward, Head of Fixed Income, BMO Global Asset Management

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session: Attracting the NextGen adviser and client

Learn tangible strategies to attract the NextGen adviser and client. Gain a better understanding of the NextGen mindset as well as how advisers can make an impact and engage with this group. Gather practical take-aways you can bring back to your practice and implement right away.

Speaker:

Colleen Bell, Senior Vice President, Fiduciary Services, Chief Fiduciary Services Officer, Cambridge Investment Group

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

Panelists:

Tammy Butts, Regional Executive Vice President and Branch Manager, AXA Advisors

Karen Cashen, Vice President of Marketing, Schwab Advisor Services

LeAnn Erenberger, CFP, Wealth Management Advisor, U.S. Bancorp Investments

Stephanie S. Treccia, Head of Client Events and Stakeholder Initiatives, Northern Trust Asset Management, FlexShares

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

1 CE Credit

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:45pm – 3:35pm

1 CE Credit

Financial literacy 101: Solving for the industry’s NextGen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelists:

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

Chloe McKenzie, Founder, BlackFem

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

1 CE Credit

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Boston | July 9th, 2019 Boston

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

Panelist:

Maria Considine King, Senior Vice President, Practice Management, Commonwealth Financial

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

3 Keys to unleashing your greatest potential

Despite achieving high levels of success, many professional women are unbalanced and work to the detriment of their mental and physical health. This session will inspire you to take charge of your life and achieve your next level of success without all the baggage. Leave with three key lessons: how to choose where to invest your energy, finding your place of clarity and the art of saying no.

Speaker:

Christy Rutherford, Author, Women’s Leadership Development Expert

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

Panelist:

Liz Manibay, Managing Director, Business Consulting, Charles Schwab Advisor Services

Susan E. Sukys, Founder, Mosaic Financial Group

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Why is 50% Considered a Niche?

The role of women has evolved over the years, along with their needs and concerns. Women are faced with the challenges of rising health care costs, planning a family and saving for their long-term financial future. This session will outline the unique generational challenges facing women and the opportunities that exist for advisors and will offer ways to better target, retain and connect with this underserved and underrepresented demographic.

Speaker:

Jenine Garrelick, CIMA®, Senior Managing Director, MFS Investment Management

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelist:

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

Kate Healy, Managing Director, Generation Next, TD Ameritrade

Chloe McKenzie, Founder, BlackFem

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Denver | September 10th, 2019 Denver

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

Start the day with an overview of the economy, global markets and where sustainable investing fits into the big picture. Get a sense of the risks and opportunities ahead, and how you can answer your clients‘ pressing questions and keep them focused on long-term goals.

Panelists:

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

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

How Women Advisers Can Release their Strengths (With No Apologies.)

Women advisors bring a unique set of skills to the industry that has often been ignored by the traditional training. Ready to defy tradition women are carving out a unique path to success that works in harmony with who they are as a woman and an adviser. As a result, success comes easier, faster and is more purposeful.

Learn why the old business model has been holding women back, a new business model that attracts more women with wealth and why male advisers are embracing the new feminine approach to growth.

Speaker:

Adri Miller-Heckman, Keynote Speaker, Author and Consultant

2:00pm – 2:45pm

Capitalizing on the sustainable investing wave: Helping clients invest their values

Approximately $12 trillion, more than one in four professionally managed dollars in the United States, are invested following sustainable principles. Learn how to leverage impact investing to grow your business and provide greater client satisfaction. Get the specific tools to help you implement sustainable/ESG practices and understand how to outsource to industry leading providers. Come away with a better understanding of the sustainable investing landscape and the concrete ways to implement them into your business.

Speaker:

Colleen Denzler, Founder, Colleen Denzler Strategy Partners

2:45pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelist:

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

Chloe McKenzie, Founder, BlackFem

Leslie Yambao Tabor, Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

San Francisco | October 22nd, 2019 San Francisco

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:50pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelist:

Kate Healy, Managing Director, Generation Next, TD Ameritrade

1:55pm – 2:40pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

2:45pm – 3:35pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

New York City | November 19th, 2019 New York City

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Minding the Investment Gap

Women are 51 percent of the workforce and they control 85 percent of household spending, but they invest less than men. When Wall Street managers began noticing this, they said women needed to change their mindset to adapt to the market. But Sallie Krawcheck knew that it was the market, not women, that needed to adapt. Find out how Sallie parlayed what she learned as a Wall Street CEO to help women invest in their own financial futures, and those of other women.

Speaker:

Sallie Krawcheck, CEO and Co-Founder, Ellevest

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

How Women Advisers Can Release their Strengths (With No Apologies.)

Women advisors bring a unique set of skills to the industry that has often been ignored by the traditional training. Ready to defy tradition women are carving out a unique path to success that works in harmony with who they are as a woman and an adviser. As a result, success comes easier, faster and is more purposeful.

Learn why the old business model has been holding women back, a new business model that attracts more women with wealth and why male advisers are embracing the new feminine approach to growth.

Speaker:

Adri Miller-Heckman, Keynote Speaker, Author and Consultant

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

Panelist:

Kate Healy, Managing Director, Generation Next, TD Ameritrade

Chloe McKenzie, Founder, BlackFem

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

*Agenda subject to change.

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When technology can fade into the background it is truly innovative hear more from @AaronKlein about why.… https://t.co/ljpMEpUifzThursday, Apr 18, 2019 7:56PM @eventsFromIN Innovation can be magical Theresa Gralinski from InvestmentNews tells us why #innovateIN @Pershing https://t.co/wLjPgBEiyvThursday, Apr 18, 2019 7:47PM @eventsFromIN Innovation is always finding a way to do things better, @SherylRowling tells us where we can find inspiration… https://t.co/Xm8zfbs600Thursday, Apr 18, 2019 7:29PM @eventsFromIN
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