May 23, 2024 | JW Marriott Chicago

Celebrate Growth and Success of Women in Financial Advice

Join leading women advisors as they explore industry trends, and deep dive into strategies around practice management and career growth

#INWomenAdvisorSummit
Advisors attend for just $99
20+ SPEAKERS
150+ ATTENDEES
6 Hours CONTENT
2 Hours PEER LED NETWORKING
SPEAKERS 20+
ATTENDEES 150+
CONTENT 6 Hours
PEER LED NETWORKING 2 Hours

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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  1. Engage with your peers and industry experts in our interactive discussions and dedicated networking sessions

  2. Accelerate your leadership journey with professional and personal growth

     

  3. Benchmark your strategies against successful women leaders  

  4. Learn how to create meaningful and long-lasting connections with your clients and wider community

  5. Meet and make lifelong connections with leading women in wealth management

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JW Marriott Chicago

Escape from the everyday at JW Marriott Chicago, a landmark downtown hotel brimming with history in the heart of Chicago, IL.

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Agenda

Gain practical ideas, the latest strategic developments, new tools and valuable connections with your peers

May 23, 2024
Thursday
TIME (CST)
TOPIC
SPEAKER/MODERATOR/PANELIST
  • Opening remarks from chairperson and Keynote introduction

    •  profile image of Kate	Healy
      Kate Healy
      CEO & Founder
      AdvoKate IQ
  • Opening keynote: Growing for gold – Self-Awareness, leadership and teamwork

    •  profile image of Cheryl Pounder
      Cheryl Pounder
      Gold Medalist & Sports Broadcaster
  • Panel Discussion
    1 CE Credit

    Navigating the future investment landscape – Trends for effective financial planning

    •  profile image of Lindsey Lewis
      Lindsey Lewis – Moderator
      Executive Director of the American College Center for Women in Financial Services
      American College of Financial Services
    •  profile image of Oscarlyn Elder
      Oscarlyn Elder
      Co-Chief Investment Officer
      Truist Wealth
  • Panel Discussion

    Rules of attraction – Acquiring new clients and growing your business

    •  profile image of Diane Compardo
      Diane Compardo
      Partner
      Moneta Group
    •  profile image of Sheila Foley
      Sheila Foley
      Director, Business Management Consultant
      Charles Schwab
    •  profile image of Jodi Manthei
      Jodi Manthei
      Partner, Wealth Advisor
      Riverstone Wealth Partners
  • Panel Discussion

    Championing women investors – Creating and enhancing your female client practice

    •  profile image of Tracy Shaw
      Tracy Shaw – Moderator
      Head of Client Engagement Strategy
      Equitable
    •  profile image of Rebecca Albers
      Rebecca Albers
      Partner & Wealth Advisor
      Carson Wealth
    •  profile image of Jenna Biancavilla
      Jenna Biancavilla
      Founder, Owner, & Wealth Advisor
      Pearl Capital Management
    •  profile image of Kate Hennessy
      Kate Hennessy
      Partner
      AssetGrade LLC
  • Panel Discussion
    1 CE Credit

    The behavioral side of financial planning – Creating greater connections with your clients and team

    •  profile image of Kate	Healy
      Kate Healy – Moderator
      CEO & Founder
      AdvoKate IQ
    •  profile image of Cris Caruso
      Cris Caruso
      Principal, Financial Advisor
      Savoire Financial
    •  profile image of Tracy Foss
      Tracy Foss
      Sr Wealth Consultant & Head of Family Office Services
      Metropolitan Capital
    •  profile image of Andrea Nameche
      Andrea Nameche
      Financial Advisor
      Lifetime Financial Growth
  • Fireside Chat: How to cultivate meaningful mentorships 

    •  profile image of Tarah Williams
      Tarah Williams
      President & COO
      Prospera Financial Services
    •  profile image of Michelle Smalenberger
      Michelle Smalenberger
      CEO & Financial Advisor
      Financial Design Studio Inc.
  • Coaching Session: Self-Management – Bringing your “A-Game” to every situation  

    •  profile image of Ellen Rogin
      Ellen Rogin
      Abundance Activist
      Create Great
  • Interactive Idea Generator: How to bring more women into wealth management  

  • Closing remarks from chairperson

    •  profile image of Kate	Healy
      Kate Healy
      CEO & Founder
      AdvoKate IQ

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

photo of Cheryl Pounder

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. 

photo of Rebecca Albers
Rebecca Albers

Partner & Wealth Advisor

photo of Jenna Biancavilla
Jenna Biancavilla

Founder, Owner, & Wealth Advisor

photo of Cris Caruso
Cris Caruso

Principal, Financial Advisor

photo of Diane Compardo
Diane Compardo

Partner

photo of Oscarlyn Elder
Oscarlyn Elder

Co-Chief Investment Officer

photo of Sheila Foley
Sheila Foley

Director, Business Management Consultant

photo of Tracy Foss
Tracy Foss

Sr Wealth Consultant & Head of Family Office Services

photo of Kate	Healy
Kate Healy

CEO & Founder

AdvoKate IQ

photo of Kate Hennessy
Kate Hennessy

Partner

photo of Lindsey Lewis
Lindsey Lewis

Executive Director of the American College Center for Women in Financial Services

photo of Jodi Manthei
Jodi Manthei

Partner, Wealth Advisor

photo of Andrea Nameche
Andrea Nameche

Financial Advisor

photo of Ellen Rogin
Ellen Rogin

Abundance Activist

Create Great

photo of Tracy Shaw
Tracy Shaw

Head of Client Engagement Strategy

photo of Michelle Smalenberger
Michelle Smalenberger

CEO & Financial Advisor

photo of Tarah Williams
Tarah Williams

President & COO

Sponsors

Meet our partners & sponsors

Logo of Charles Schwab
Logo of Guardian Life 
Logo of Equitable US 
Logo of The American College of Financial Services
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