InvestmentNews Women Adviser Summit 2019 - Chicago | Investment News | 16 May 2019 | The Westin River North, 320 N Dearborn St, Chicago, IL 60654, USA

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

2019 Speakers

Jennifer Bacarella
Director, Firm Development, Sigma Financial Corp.

April Booth
Chief Operating Officer, TAG Advisors

Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors

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

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

Karen Cashen
Vice President of Marketing, Schwab Advisor Services

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

Michelle Curry, CFP®, ChFC, CLU
Retirement Planning Specialist, AXA Advisors

Colleen Denzler, CFA
Founder, Colleen Denzler Strategy Partners

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

Heather Ettinger
Founder and CEO, Luma Wealth Advisors

Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews

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

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

Theresa Gralinski
Director of Marketing, InvestmentNews

Kate Healy
Managing Director, Generation Next, TD Ameritrade

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

Sallie Krawcheck
CEO and Co-Founder, Ellevest

Lisa Kueng
Director of Creative Campaigns, Invesco

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

Tammy McKennon
Financial Advisor

Chloe McKenzie
Founder, BlackFem

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

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

Adri Miller-Heckman
Keynote Speaker, Author and Consultant

Christy Rutherford
Author, Women’s Leadership Development Expert

Darla Sipolt
Managing Director Core West Sales, TD Ameritrade Institutional

Suzanne Siracuse
CEO/Publisher, InvestmentNews

Liz Skinner
Special Projects Editor, InvestmentNews

Susan E. Sukys, CFP®
Founder, Mosaic Financial Group

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

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

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

Amy Webber
President and CEO, Cambridge Investment Group

Scott West
Head of Consulting, Invesco

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

Jocelyn D. Wright, MBA, CFP®, RICP®
Founder and Managing Partner, The Ascension Group

Joni Youngwirth
Managing Principal, Practice Management, Commonwealth Financial Network

2019 Sponsors

PREMIER SPONSORS:
• AXA Advisors
• Cambridge Investment Group, Inc
• Commonwealth Financial Network
• Edward Jones
• FlexShares®
• Monetasm
• Raymond James
• RBC Wealth Management
• Schwab Advisor Services
• Sigma Financial Corporation/ Parkland Securities, LLC
• TD Ameritrade
• U.S. Bank Wealth Management

REGISTRATION SPONSOR:
• Wells Fargo Advisors

SUPPORTING SPONSORS:
• AssetMark
• BMO Global Asset Management
• CeriFi
• CUNA Brokerage Services, Inc. (CBSI)
• Envestnet | Tamarac
• Janus Henderson Investors
• JPMorgan Chase & Co.
• Live Oak Bank
• MFS Investment Management

STRATEGIC PARTNERS:
• The Association of African American Financial Advisors (QUAD-A)

EDUCATIONAL PARTNERS:
• College For Financial Planning

COCKTAIL RECEPTION SPONSOR:
• Edward Jones