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Conference Agenda

Thursday, April 26, 2012

8:00 AM -
Registration Opens and Exhibitions
8:25 AM -
Welcome and Morning Introduction
Frances A. McMorris, Editor in Chief, ON WALL STREET
8:30 AM - 9:15 AM
Top 5 Mistakes Women Make While Being Recruited
Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
9:15 AM - 10:05 AM
Demystifying Decumulation
Shannon Reid, Director of Retirement Solutions, RAYMOND JAMES
10:05 AM - 10:35 AM
Networking and Email Break
10:35 AM - 11:25 AM
Social Media and Compliance for the Advanced Beginner
Valentina Chtchedrine, Vice President of Strategy and Experience, MORGAN STANLEY SMITH BARNEY
Marie Swift, President & CEO, IMPACT COMMUNICATIONS, INC.
11:25 AM - 12:00 PM
Trends in Technology Implementation for Advisors
Zohar Swaine, Managing Director, Institutional Strategy, TD AMERITRADE INSTITUTIONAL
12:00 PM - 1:00 PM
Luncheon & Networking

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12:30 PM - 1:00 PM
Luncheon Keynote: Gender Equality as an Investment Concept
Joseph F. Keefe, President - CEO, PAX WORLD MANAGEMENT LLC
1:00 PM - 1:50 PM
Women and Retirement: What’s the Plan?
Karen Wimbish, Director, Retail Retirement, WELLS FARGO & CO.
1:50 PM - 2:20 PM
Plan Health and the Power of Women
Elaine A. Sarsynski, Executive Vice President, MassMutual's Retirement Services Division; Chairman and CEO, MASSMUTUAL INTERNATIONAL LLC
2:20 PM - 2:40 PM
Networking Break
2:40 PM - 3:10 PM
What's Your Story?
Kim Sharan, President, Financial Planning and Wealth Strategies, Chief Marketing Officer, AMERIPRISE FINANCIAL
3:10 PM - 4:00 PM
The Multi-Million Dollar Woman
Panelist: Lee DeLorenzo, CFP®, QPA, President, UNITED ASSET STRATEGIES, INC.
Panelist: Carrie Gallaway, CFP®, Senior Vice President, Wealth Management, SMITH BARNEY
Panelist: Sacha Millstone, Senior Vice President, Investments, THE MILLSTONE EVANS GROUP OF RAYMOND JAMES & ASSOCIATES
Panelist: Dorie Rosenband, CEO, &WEALTH PARTNERS
4:00 PM - 5:00 PM
Networking Reception