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

 

 

Tuesday, October 21, 2014

 

8:50 - 8:55

Welcome Remarks from the Conference Chair

Samantha Allen
Digital Managing Editor, SourceMedia

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8:55 - 9:20

Keynote

Kim Brown
President, JNBA Financial Advisors

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9:20 - 9:55

Understanding and Engaging With Next Gen Affluent Investors

Ryan Moeller
Strategic Relationship Consultant, TD Ameritrade Institutional

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10:25 - 11:00

Embracing Change—Refreshing Your Brand to Stay Competitive

Leasha Flammio-Watson, CFP
Private Wealth Advisor, Flammio Financial Group, An Ameriprise Private Wealth Advisory Practice

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11:00 - 11:50

The SEC’s Cybersecurity Initiative—What it Means and How to Secure Your Compliance

Shauna Conley
Vice President, Investment Advisor Professional Liability & Cyber Liability Broker, Risk Strategies Company

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

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11:50 - 12:20

Why Advisors Should Use Options

Romola McKenzie
Consultant, The Options Institute at CBOE

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1:20 - 1:55

Developing Centers of Influence Through Leadership

Sherri Stephens
President, Financial Advisor, Stephens Wealth Mgt Group , RJFS.

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1:55 - 2:40

Anatomy of a Specialist™

Michelle Smith
Co-Founder and CEO, Source Financial Advisors, LLC

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2:40 - 3:15

Making More Room for Women in the Financial Planning Profession

Eleanor Blayney, CFP
CFP Board Consumer Advocate, CFP Board

Marilyn Mohrman-Gillis
Managing Director, Public Policy and Communications, CFP Board

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3:35 - 4:20

Action and Insight: Fostering Female Engagement in Finance

Shannon Eusey
President, Founder, Partner, Beacon Pointe Advisors

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