TOP INDEPENDENT WOMEN ADVISORS SUMMIT AGENDA
WEDNESDAY MAY 18 2:00 pm 8:00 pm 5:30 pm 6:30 pm 6:30 pm 8:30 pm Check In & Registration Cocktail Reception WELCOME DINNER & SPEAKER Disrupting Yourself Sarah Robb O Hagan, Founder and Chief Extremer of XU, Former President of Equinox Fitness Attendees of the Barron s Top Independent Women Advisors Summit can apply for 6 CE CFP Credits & 10 CE hours toward CIMA /CIMC /CPWA designations. Please have your badge scanned at the door of every session to receive credit.
THURSDAY MAY 19 7:00 am 6:00 pm 7:00 am 8:10 am 8:10 am 9:10 am General Session 9:10 am 9:25 am 9:25 am 10:15 am 10:15 am 10:30 am Registration & Information Desk Breakfast Lessons in Leadership: The Future for Independent Advisors IMCA Kate Healy, Managing Director of Marketing, TD Ameritrade Erica McGinnis, Chief Executive Officer, Advisor Group Moderator: Sterling Shea, Associate Publisher, Head of Wealth Programs, Barron s Managing the Business: Preserving Margin vs. Strategic Reinvestment Judith McGee, McGee Wealth Judy Ross, J. Thompson Ross Investments Joan Valenti, Valenti Wealth Driving a Competitive Practice in a Digital Advisory World IMCA Marie Dzanis, Head of Intermediary Distribution, Northern Trust 6
THURSDAY MAY 19 10:30 am 11:20 am 11:20 am 11:35 am 11:35 am 1:30 pm Lunch General Session 1:30 pm 1:45 pm 1:45 pm 2:35 pm Customizing the Client Experience & Refining Your Service Model IMCA Dana Hanson, Relyea, Zuckerberg, Hanson, LLC Barbara Hudock, Hudock Capital Group, LLC Geri Pell, Ameriprise Financial Inflation, Dollar and a Value Proposition for Commodities Geetesh Bhardwaj, Director of Research, Summerhaven Index Macro Risks and Opportunities in Today s Market Cynthia Chamberlayne, National Director, Davis Advisors Lori Heinel, Chief Portfolio Strategist, State Street Global Advisors Moderator: Meg Kelleher, Regional Managing Director, Fidelity Investments Approaches for Team Structure, Compensation and Equity IMCA Laila Pence, Pence Wealth Chris Reeg, Pacific Investment Consultants Lori Van Dusen, LVW Advisors Municipal Bonds: Does High Yield Mean High Risk? Perception vs. Reality Purva Patel, Senior Vice President & Client Portfolio Manager, Nuveen Investments Dave Hammer, Co-Head of Municipal Bond Portfolio, PIMCO Moderator: Debra Bennett, Field Vice President, Ameriprise Financial 7
THURSDAY MAY 19 2:35 pm 2:50 pm 2:50 pm 3:40 pm 3:40 pm 4:00 pm 4:00 pm 5:00 pm General Session 5:00 pm 6:00 pm Examining Capitalization, Valuation & M&A IMCA Liz Stiles, Senior Succession & Acquisition Consultant, Raymond James Judy VanArsdale, enrich Private Wealth Moderator: Franklin Kettle, Founder, Managing Director, Colchester Partners Perfecting Your Team, Your Brand and Your Business Susan Kay, Vice President and Director of Business Development, MFS Fund Distributors, Inc. Authenticity, Entrepreneurship & the New Model of Female Leadership Jana Cohen Barbe, Partner & Global Vice-Chair, Dentons Reshma Saujani, CEO, Girls Who Code Moderator: Michelle Smith, Source Financial Advisors Cocktail Reception Attendees of the Barron s Top Independent Women Advisors Summit can apply for 6 CE CFP Credits & 10 CE hours toward CIMA /CIMC /CPWA designations. Please have your badge scanned at the door of every session to receive credit. 8
FRIDAY MAY 20 7:00 am 11:00 am 7:00 am 8:00 am 8:00 am 8:50 am General Session 8:50 am 9:00 am 9:00 am 9:50 am Registration & Information Desk Breakfast Achieve Success: Lessons Learned on Managing the Business, Growth and Opportunity IMCA Patti Brennan, Key Financial, Inc. Valerie Newell, RiverPoint Capital Sheryl Stephens, Stephens Wealth Group Moderator: Gail Graham, Chief Marketing Officer, United Capital Training and Development: Identifying Intrinsic Talent & Growing Successful Advisors Kalita Blessing, Quest Capital, Inc. Jennifer Ellison, Bingham, Osborn & Scarborough, LLC Ali Flynn Phillips, Obermeyer Wood Investment Counsel, LLLP Market Volatility: The Best Course for Navigating the Current Market Environment Samantha Azzarello, Vice President, Global Market Strategist, J.P. Morgan Asset Judith Ward, Senior Financial Planner, T. Rowe Price Moderator: Barbara Archer, Archer Wealth, LLC 9
FRIDAY MAY 20 9:50 am 10:00 am 10:00 am 10:50 am 10:50 am 11:00 am 11:00 am 11:45 am 11:45 am Effective Marketing Strategies Innovate Your Brand, Market Your Mission Heather Ettinger, Fairpoint Asset Jacqueline Matthews, Investment POD Delegation: The Velcro That May Be Holding Back Your Firm IMCA Fran Skinner, Co-Founder & Partner, AUM Partners, LLC Closing Remarks Investing in Ideas: Revisiting Traditional Portfolio Construction for a Changing Market Environment Danielle Singer, Client Portfolio Manager, Invesco Multi-Asset Team Attendees of the Barron s Top Independent Women Advisors Summit can apply for 6 CE CFP Credits & 10 CE hours toward CIMA /CIMC /CPWA designations. Please have your badge scanned at the door of every session to receive credit. 10