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Conference Agenda

Wednesday, June 16, 2010

11:00 AM - 12:00 PM
Registration
12:00 PM - 1:15 PM
Luncheon Keynote: Advisor's Guide to Overcoming Financial Phobias Among Women
Elizabeth Moss, CLU, ChFC, CFS, CLTC, Agency Investment Specialist, MASSMUTUAL FINANCIAL GROUP
1:15 PM - 1:30 PM
Networking Break at Exhibits
1:30 PM - 2:30 PM
Keynote Presentation: Embracing Change. Creating Opportunity.
Jessica Bibliowicz, Chairman and Chief Executive Officer, NATIONAL FINANCIAL PARTNERS
2:30 PM - 3:15 PM
Panel Discussion: Rainmaker Secrets – Techniques that Bring in Business
Tammy Butts, Divisional Executive Vice President and Branch Manager, AXA ADVISORS, LLC
Mary M. Kennemur, President, JHS CAPITAL ADVISORS
J.J. Schenkelberg, Senior Portfolio Manager, CLS INVESTMENTS, LLC
Sue Stevens, Founder and President, STEVENS WEALTH MANAGEMENT, LLC
3:15 PM - 3:45 PM
Afternoon Networking Break
3:45 PM - 4:45 PM
Panel Discussion: Reaching the Top
Mari J. Buechner, President and Chief Executive Officer, COORDINATED CAPITAL SECURITIES, INC.
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®, President, JMC WEALTH MANAGEMENT, INC.
Clara Sierra, EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS
Amy Webber, President & Chief Operating Officer, CAMBRIDGE INVESTMENT RESEARCH, INC.
4:45 PM - 5:30 PM
Panel Discussion: Women Redefining Contemporary Philanthropy
Claire Costello, National Foundation Executive for Philanthropic Management, BANK OF AMERICA, MERRILL LYNCH
Moderator: Kim Wright-Violich, President, SCHWAB CHARITABLE
Sally L. Venverloh, President, NGE PHILANTHROPIC ADVISORS, A DIVISION OF NEAL, GERBER, & EISENBERG LLP
5:30 PM - 6:30 PM
Networking Cocktail Reception - Closing Keynote Presentation
Carol Frohlinger, Esq., Co-Founder & Author, NEGOTIATING WOMEN, INC.