Event Details
Women Advisor Summit Chicago welcomes leading advisors and their allies
We invite women advisors and their allies to join us for the Women Advisor Summit Chicago, an event dedicated to the growth and success of women in the financial advice industry.
Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and explore the latest industry trends and deep dive into strategies around practice management and career growth. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers.
Get ready to enjoy a day of community, connection and even CE credits.
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Engage with your peers and industry experts in our interactive discussions and dedicated networking sessions
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Accelerate your leadership journey with professional and personal growth
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Benchmark your strategies against successful women leaders
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Learn how to create meaningful and long-lasting connections with your clients and wider community
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Meet and make lifelong connections with leading women in wealth management
JW Marriott Chicago
Escape from the everyday at JW Marriott Chicago, a landmark downtown hotel brimming with history in the heart of Chicago, IL.
2024 Agenda
Gain practical ideas, the latest strategic developments, new tools and valuable connections with your peer
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Registration and breakfast
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Opening remarks from chairperson and Keynote introduction
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Kate HealyCEO & FounderAdvoKate IQ
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Opening keynote: Growing for gold – Self-Awareness, leadership and teamwork
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Cheryl PounderGold Medalist & Sports Broadcaster
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Panel Discussion1 CE Credit
Navigating the future investment landscape – Trends for effective financial planning
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Lindsey Lewis – ModeratorExecutive Director of the American College Center for Women in Financial ServicesAmerican College of Financial Services
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Nicky AmoreManaging DirectorFalcon Wealth Planning
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Oscarlyn ElderCo-Chief Investment OfficerTruist Wealth
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Mohini McCormickPartner, Senior Wealth ManagerCuri RMB Capital
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Networking coffee break
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Panel Discussion
Rules of attraction – Acquiring new clients and growing your business
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Christa Madison – ModeratorVP, Senior Wealth AdvisorCuri RMB Capital
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Diane CompardoPartnerMoneta Group
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Sheila FoleyDirector, Business Management ConsultantCharles Schwab
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Jodi MantheiPartner, Wealth AdvisorRiverstone Wealth Partners
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Panel Discussion
Championing women investors – Creating and enhancing your female client practice
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Tracy Shaw – ModeratorHead of Client Engagement StrategyEquitable
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Rebecca AlbersPartner & Wealth AdvisorCarson Wealth
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Jenna BiancavillaFounder, Owner, & Wealth AdvisorPearl Capital Management
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Kate HennessyPartner & Wealth AdvisorAssetGrade LLC
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Networking lunch
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Panel Discussion1 CE Credit
The behavioral side of financial planning – Creating greater connections with your clients and team
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Kate Healy – ModeratorCEO & FounderAdvoKate IQ
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Andrea NamecheFinancial AdvisorLifetime Financial Growth
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Cris CarusoPrincipal, Financial AdvisorSavoire Financial
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Tracy FossSr Wealth Consultant & Head of Family Office ServicesMetropolitan Capital
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Kelly HollowayAdvisor, Director of Client EngagementPalomarWealth
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5-minute pause for breathing & posture techniques
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Panel Discussion
How to cultivate meaningful mentorships
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Julie Ragatz – ModeratorVice President, NextGen and Advisor Development ProgramsCarson
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Jaclyn GarciaPrincipal AdvisorJMG Financial Group
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Michelle SmalenbergerCEO & Financial AdvisorFinancial Design Studio Inc.
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Tarah WilliamsPresident & COOProspera Financial Services
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Networking coffee break
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Coaching Session: Self-Management – Bringing your “A-Game” to every situation
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Ellen RoginAbundance ActivistCreate Great
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Interactive Idea Generator: How to bring more women into wealth management
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Kate HealyCEO & FounderAdvoKate IQ
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Closing remarks from chairperson
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Kate HealyCEO & FounderAdvoKate IQ
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Networking drinks reception
2024 Speakers
Women Advisor Summit Chicago will soon announce a line-up of inspirational leading women from the world of financial advice and beyond
Keynote Speaker
Cheryl Pounder
Gold Medalist & Sports Broadcaster
Success in one field doesn’t necessarily translate to another area. In the case of former Canadian Women’s hockey player, Cheryl Pounder, who has made the transition from ice to stage, the move has been a triumph.
Rebecca Albers
Partner & Wealth Advisor
Nicky Amore
Managing Director
Jenna Biancavilla
Founder, Owner, & Wealth Advisor
Cris Caruso
Principal, Financial Advisor
Diane Compardo
Partner
Oscarlyn Elder
Co-Chief Investment Officer
Sheila Foley
Director, Business Management Consultant
Tracy Foss
Sr Wealth Consultant & Head of Family Office Services
Jaclyn Garcia
Principal Advisor
Kate Healy
CEO & Founder
AdvoKate IQ
Kate Hennessy
Partner & Wealth Advisor
Kelly Holloway
Advisor, Director of Client Engagement
PalomarWealth
Lindsey Lewis
Executive Director of the American College Center for Women in Financial Services
Christa Madison
VP, Senior Wealth Advisor
Jodi Manthei
Partner, Wealth Advisor
Mohini McCormick
Partner, Senior Wealth Manager
Andrea Nameche
Financial Advisor
Ellen Rogin
Abundance Activist
Create Great
Julie Ragatz
Vice President, NextGen and Advisor Development Programs
Tracy Shaw
Head of Client Engagement Strategy
Michelle Smalenberger
CEO & Financial Advisor
Tarah Williams
President & COO
2024 Sponsors
Meet the partners and sponsors of Women Advisor Summit Chicago