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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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The Women Advisor Forum Chicago is dedicated to fostering the growth and success of women in the industry, and bringing you a network to make the business and intellectual connections that will help you succeed.

The Forum agenda is designed to help fuel women advisors’ ambitions and provide them the tools, resources and connections needed to be successful.

The 2015 agenda will be posted in the coming weeks. Click here if you wish to be notified when the agenda is ready.

Here’s what we covered in 2014:

Keynote
Kim Brown, President, JNBA FINANCIAL ADVISORS

Understanding and Engaging With Next Gen Affluent Investors
Ryan Moeller, Strategic Relationship Consultant, TD AMERITRADE INSTITUTIONAL

Embracing Change—Refreshing Your Brand to Stay Competitive
Leasha Flammio-Watson, CFP, Private Wealth Advisor, FLAMMIO FINANCIAL GROUP, AN AMERIPRISE PRIVATE WEALTH ADVISORY PRACTICE

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

Why Advisors Should Use Options
Romola McKenzie, Consultant, THE OPTIONS INSTITUTE AT CBOE
12:20 p.m. - 1:20 p.m.

Developing Centers of Influence Through Leadership
Sherri Stephens, President, Financial Advisor, STEPHENS WEALTH MGT GROUP , RJFS.

Anatomy of a Specialist™
Michelle Smith, Co-Founder and CEO, SOURCE FINANCIAL ADVISORS, LLC

Making More Room for Women in the Financial Planning Profession
Session Leader: Eleanor Blayney, CFP, CFP Board Consumer Advocate, CFP BOARD
Session Leader: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CFP BOARD

Action and Insight: Fostering Female Engagement in Finance
Shannon Eusey, President, Founder, Partner, BEACON POINTE ADVISORS

Investing in Wine as an Alternative or Additional Strategy
Jennifer Williams-Bulkeley, Managing Partner, AOC INVESTMENT ADVISORS