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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

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Location

InterContinental Magnificent Mile

InterContinental Chicago Magnificent Mile
505 North Michigan Avenue
Chicago, IL 60611

Tuesday, October 21, 2014

8:50 a.m. - 8:55 a.m.
Welcome Remarks from the Conference Chair
Samantha Allen, Digital Managing Editor, SOURCEMEDIA
8:55 a.m. - 9:20 a.m.
Keynote
Kim Brown, President, JNBA FINANCIAL ADVISORS
9:20 a.m. - 9:55 a.m.
Understanding and Engaging With Next Gen Affluent Investors
Ryan Moeller, Strategic Relationship Consultant, TD AMERITRADE INSTITUTIONAL
9:55 a.m. - 10:25 a.m.
10:25 a.m. - 11:00 a.m.
Embracing Change—Refreshing Your Brand to Stay Competitive
Leasha Flammio-Watson, CFP, Private Wealth Advisor, FLAMMIO FINANCIAL GROUP, AN AMERIPRISE PRIVATE WEALTH ADVISORY PRACTICE
11:00 a.m. - 11:50 a.m.
The SEC’s Cybersecurity Initiative—What it Means and How to Secure Your Compliance
Moderator: Shauna Conley, Vice President, Investment Advisor Professional Liability & Cyber Liability Broker, RISK STRATEGIES COMPANY
Panelists: Caroline Kollar, Vice President, Cyber Liability Insurance Company Managing General Underwriter, EDGEWATER HOLDINGS
Thomas McDonough, Senior Vice President, Investment Advisor Cyber Liability Practice Leader, RISK STRATEGIES COMPANY
Melissa K. Ventrone, Partner; Chair, Data Privacy and Cyber Liability Practice, WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP
11:50 a.m. - 12:20 p.m.
Why Advisors Should Use Options
Romola McKenzie, Consultant, THE OPTIONS INSTITUTE AT CBOE
12:20 p.m. - 1:20 p.m.
1:20 p.m. - 1:55 p.m.
Developing Centers of Influence Through Leadership
Sherri Stephens, President, Financial Advisor, STEPHENS WEALTH MGT GROUP , RJFS.
1:55 p.m. - 2:40 p.m.
Anatomy of a Specialist™
Michelle Smith, Co-Founder and CEO, SOURCE FINANCIAL ADVISORS, LLC
2:40 p.m. - 3:15 p.m.
Making More Room for Women in the Financial Planning Profession
Session Leader: Eleanor Blayney, CFP, Consumer Advocate, CFP BOARD
Session Leader: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
3:15 p.m. - 3:35 p.m.
3:35 p.m. - 4:20 p.m.
Action and Insight: Fostering Female Engagement in Finance
Shannon Eusey, President, Founder, Partner, BEACON POINTE ADVISORS
4:20 p.m. - 5:10 p.m.
Investing in Wine as an Alternative or Additional Strategy
Jennifer Williams-Bulkeley, Managing Partner, AOC INVESTMENT ADVISORS
5:10 p.m. - 5:15 p.m.