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Click on the image to check out the 2018 National Conference Registration Brochure!

 

 

 

 WEDNESDAY, OCTOBER 24

PRE-CONFERENCE SESSIONS
Start achieving before Conference officially starts. These sessions are open to all attendees.

9:30AM – 10:00AM
THERE’S AN APP FOR THAT!
The App is the Conference information hub. Session attendees will be guided through the download process and the App’s numerous features. Don’t miss the opportunity to learn how the App can enhance your Conference experience.

10:00AM – 11:00AM
COFFEE & CONNECTIONS
Set yourself up for success. This networking session is all about meetups. Get a jump on networking, chat with National Board members, meet your mentor/mentee, inquire about Chapter formation and more.

11:00AM - 12:30PM
WELCOME LUNCH AND EXHIBIT HALL OPENING
Enjoy a nosh with other attendees as you check out the Exhibit Hall.

12:30PM – 1:30PM
LEADING THE WAY TO OUR DREAM: WELCOME & ANNUAL MEETING
Attend the 2018 annual business meeting. Exercise your member vote related to association bylaws and Board elections. The newly elected 2019 National President will share her vision for advancing us toward our dream of being the global change leader inspiring women to achieve their dreams.

1:30PM – 2:30PM
MARKET KNOW-HOW: INSIGHTS & IMPLEMENTATION | THANK YOU, PRUDENTIAL!
Candice Tse | Vice President, US Head of Market Strategy, Strategic Advisory Solutions | Goldman Sachs Asset Management
In this session, you will learn what investors should KNOW about current market conditions, and HOW they can implement an investable strategy. The ideas presented in Market Know-How are based on Goldman Sachs expectations of global macro conditions, asset class performance and sound portfolio construction.

2:30PM – 3:00PM 
KEEP IT POPPIN' BREAK | THANK YOU, SECURIAN FINANCIAL GROUP!

Pop over and enjoy a bag of everyone's favorite treat.

3:00PM – 4:00PM
LEADING THE WAY: AN INDUSTRY PERSPECTIVE
Lending our voices individually and collectively is essential to shaping the future of our profession. During this interactive session, association leaders including Bonnie Godsman, CEO of GAMA International; Suzy Jacobs, SVP of AALU; Jill Judd, President-Elect of NAIFA and Elvin Turner, President-Elect, FSP, will engage in conversation to share their perspectives on trends, challenges, and collaborative opportunities.

4:00PM – 5:00PM
LEAD & BRAG ... LIKE A WOMAN! | THANK YOU, GAMA INTERNATIONAL!
Olenka Cullinan | Founder | Rising Tycoons
Fact: Women still earn 81 percent of what their male counterparts do, according to the Labor Department’s 2015 data. Moreover, women who join in the leadership ranks are often surrounded by primarily male influencers. The question is, “Why?!” What magical superpower propels men to the status of superheroes in business or workplace? None other than “brag”: the mastery of unapologetic, ‘in-your-face’ self-belief and ability to showcase their best side to employers, business partners and potential investors, even if they “wing it!" Join Olenka to discover how to leverage your woman’s sparkle power not to lead like a ‘bro-
dviser’, why you need to stop apologizing (like a Bossbabe!) and proof that your brag equals your impact (and your bottom line).

5:00PM – 6:00PM
EXHIBIT HALL OPENING RECEPTION

Explore the Exhibit Hall! Mix, mingle and make connections. With 50 companies you need to meet, the exhibit floor is an integral part of your learning and professional development.

THURSDAY, OCTOBER 25

6:00AM – 7:00AM
MORNING YOGA SESSION
Join us for an early morning yoga session to align your chi before kicking off the second day of Conference.

7:30AM – 8:30AM
BREAKFAST

8:30AM – 9:30AM
FAST 'N FURIOUS
Everyone’s favorite session is back and better than ever. Attendees will share their best idea or piece of business advice in 60 seconds or less. Attendees will vote for the $500 winner live. Everyone walks away with over 50 strategic ideas that can be implemented immediately. Advance signup not required.

9:45AM – 10:45AM | EDUCATIONAL BREAKOUTS 

SEVEN INSIDER TIPS TO LATE STAGE COLLEGE PLANNING
Chris Wills | President | College Inside Track
College is now the second largest purchase most people make in their lives, yet most know more about buying a television. The significant increase in cost and complexity has families desperate for answers. Late-stage college planning is a significant untapped opportunity for advisors to differentiate and provide tremendous value. This session will teach attendees seven insider tips on college planning that most advisors should know but don’t. Watch Chris' special message for attendees!

SEVEN PRINCIPLES OF NETWORKING
Rita Goodroe | Founder | Rita Made Me Do It, LLC
The key to networking is effective relationship building. Whether you are an introvert or extrovert, you already have everything you need to build and leverage relationships. Master these seven principles and your networking will be more fruitful, sales will increase, opportunities will multiply and, most importantly, you'll have a healthy relationship with your business.

WOMEN AND HOUSING WEALTH: FIVE CONVERSATIONS SHIFTING THE RETIREMENT INCOME LANDSCAPE
Don Graves | President | The Institute for Housing Wealth Studies
With the current retirement income crisis facing baby boomers, particularly women, advisors need every viable resource to help their clients and sustain their practice. This presentation is filled with case studies and easily implantable concepts that will help advisors show how housing wealth can help their clients increase cash flow, preserve assets, decrease risks, increase liquidity and add new investable dollars back into their savings. Advisors will learn where the Reverse Mortgage fits in their practice, how to identify clients who may need it, how to broach the subject and communicate the concepts, and how to seamlessly integrate it with other retirement income planning strategies. Watch Don's special message for attendees!

COMMUNICATION: BRIDGING THE GENDER DIVIDE
Peggy Bud | Founder | Speaking Skillfully
This session is a beginning step in understanding gender differences, building awareness, and encouraging meaningful conversations. The training will highlight which communication behaviors are 'hard-wired' and which ones are linked to 'socialization.' These differences are the underlying cause of unconscious/implicit bias in the workplace. They directly impact recruitment, hiring, retention, and advancement. Only through awareness and acceptance can there be a reduction in unconscious bias. Gender equality is a worthy goal but is difficult to accomplish when unconscious bias continues to permeate the workplace. Acknowledging this problem by talking about it is the best way to bring about change. Watch Peggy's session teaser!

JUST FOR LEADERS: BUILDING THE BRIDGE FOR CULTURAL CHANGE: A MANDATE FOR 2020
Meryl Rosenthal | CEO | FlexPaths
As the financial services/insurance industry faces unprecedented change and prepares itself to compete for customers and talent, several considerations must be addressed to ensure that firms are poised for this momentous shift. One critical consideration is extending the focus, resources, and investments beyond the workforce (recruits) and marketplace (customers) to include the workplace (culture). This workshop will share stories, examples and new models of what is being done at the firm-level to create progressive work environments and practices to boost recruitment, collaboration, and retention.

10:45AM – 11:15AM
PARFAIT YOUR WAY BREAK

Treat yourself to healthy, delicious snack! It’s time to visit the parfait bar.

11:15AM – 12:15PM | EDUCATIONAL BREAKOUTS 

WOMEN AND IMPACT INVESTING: MAKING A DIFFERENCE IN TODAY'S MARKET
Betsy Moszeter| Chief Operating Officer | Green Alpha Advisors
Danielle Burns | Vice President, Sales & Marketing | First Affirmative Financial
This plenary panel will provide an overview of how female investors are driving demand for sustainability-driven investment products. Women are increasingly wealthy and think holistically about the effect their wealth has on the world. Female financial advisors are uniquely positioned to use impact investing as a value-add component to their existing business and grow their business more rapidly by differentiating their business as a thought leader. This panel will also discuss how women in business are driving change in the boardroom, at investment firms and beyond.

BUILDING AN EFFICIENT CORE PORTFOLIO FOR ALL CLIENTS
Craig Israelsen, Ph.D. | Executive-in-Residence | Financial Planning Program, Utah Valley University
The "core" of every portfolio can be pre-designed, whereas the satellite portfolio elements are specific to each client. The key to survival as a financial advisor is to build prudently diversified and transparent portfolios that are efficiently priced and easily implemented. The 7Twelve Portfolio design accomplishes this. This session will teach attendees the logic and rationale for a pre-designed portfolio "core", the historical performance of a broadly diversified portfolio core and the next-steps to actually implement this approach.

COMMUNICATION: BRIDGING THE GENDER DIVIDE
Peggy Bud | Founder | Speaking Skillfully
This session is a beginning step in understanding gender differences, building awareness, and encouraging meaningful conversations. The training will highlight which communication behaviors are 'hard-wired' and which ones are linked to 'socialization.' These differences are the underlying cause of unconscious/implicit bias in the workplace. They directly impact recruitment, hiring, retention, and advancement. Only through awareness and acceptance can there be a reduction in unconscious bias. Gender equality is a worthy goal but is difficult to accomplish when unconscious bias continues to permeate the workplace. Acknowledging this problem by talking about it is the best way to bring about change. Watch Peggy's session teaser!

SEVEN PRINCIPLES OF NETWORKING
Rita Goodroe | Founder | Rita Made Me Do It, LLC
The key to networking is effective relationship building. Whether you are an introvert or extrovert, you already have everything you need to build and leverage relationships. Master these seven principles and your networking will be more fruitful, sales will increase, opportunities will multiply and, most importantly, you'll have a healthy relationship with your business.

JUST FOR LEADERS: CREATE A RECIPE FOR SUCCESS
Glenn Mattson | Founder and CEO | Mattson Enterprise Inc.
Leading a team of advisors is one of the most difficult and challenging roles in any organization. This session will focus on two major areas that will help you alleviate stress and become a more effective sales leader; focusing on behaviors and effectively managing your time. You will learn how to develop a Cookbook for Success that will yield better results for you and your team by focusing efforts on specific, controllable behaviors.

12:15PM – 1:30PM
AWARDS LUNCHEON | THANK YOU, CAMBRIDGE INVESTMENT RESEARCH!
Join us to applaud the prestigious 2018 Circle of Excellence qualifiers, Chapter of the Year, Woman of the Year, new Chapter accreditations and passionate volunteers. Their collective success is impressive and speaks volumes about the advancement of women and what's possible in the financial services profession.

1:30PM – 2:30PM | EDUCATIONAL BREAKOUTS

CONVERSATIONS THAT BUILD TRUST AND CLIENTS FOR LIFE
Mary Schmid | CEO | Your Brilliant You
You are smart at gathering facts, figures and the technical aspect of your job. But in today’s marketplace being a technical expert is not enough. In order to build a thriving practice you must know how to lead conversations that create trust and the skills to respond in any conversation, even the difficult ones. In this interactive presentation you will understand how the three levels of conversation influence what others really heard and how to apply conversational skills you can use immediately to up-level any conversation. Watch Mary's special message for attendees!

HOW TO WIN HEARTS AND THRIVE IN ANY ECONOMY BY LEADING WITH TRUST
Tyler Hoffman | Qualified Trust Partner, Reina
This workshop will present the 3 dimensions to building trust which is based on the research from Reina, a trust-building consultancy. Correlated to sales, marketing & prospecting online, real-world examples of poor attempts to build trust and fantabulous examples of great trust building will be shown so participants can leave with precise actions as to what does and does not work. Watch Ty's special message for attendees!

GAINING TRACTION THROUGH THE ART OF STAFFING – THE RECIPE FOR CREATING YOUR SUPER POWER
Melinda Meyer | Founder & President | Aspen Strategies, LLC
Is your staff your Kryptonite or your Super Power? Is your staff lifting you up or exhausting your energies? Surrounding yourself with the right people can take your productivity, customer satisfaction and revenue to new heights. By the end of the workshop, you will have a better understanding how to select the right people, create meaningful job descriptions, create measurable accountability and productivity goals and compensate for results. Take away ideas that can be implemented within your organization to create and retain talent with Super Powers.

WOMEN AND IMPACT INVESTING: MAKING A DIFFERENCE IN TODAY'S MARKET
Betsy Moszeter | Chief Operating Officer | Green Alpha Advisors
Danielle Burns | Vice President, Sales & Marketing | First Affirmative Financial
This plenary panel will provide an overview of how female investors are driving demand for sustainability-driven investment products. Women are increasingly wealthy and think holistically about the effect their wealth has on the world. Female financial advisors are uniquely positioned to use impact investing as a value-add component to their existing business and grow their business more rapidly by differentiating their business as a thought leader. This panel will also discuss how women in business are driving change in the boardroom, at investment firms and beyond.

JUST FOR LEADERS: LEADERSHIP IS A CHOICE
Candy Barone | CEO | You Empowered Strong, LLC
This session will help you understand the power of being an authentic leader. Opportunity costs are associated with burnout and employee turnover creates waves in your business and dissatisfaction with clients. In this powerful presentation, Candy shows you how to mitigate that risk, invest in yourself and your people to create high performing teams for growth and long-term sustainable success. She’ll also share how leadership is a choice, is everyone’s responsibility and is, most definitely, a team sport.

2:30PM – 3:30PM
COMMUNICATING TO INFLUENCE
Amy Wolff | TEDx Speaker Coach, Executive Coach | Distinction Communication, Inc.
Presenting our ideas to others is more challenging than ever before. We live in an age of constant multitasking and distraction which means we have to compete for the attention of managers, clients, team members, staff, and business partners. In this practical, inspiring and funny roll up your sleeves session, you’ll learn 4 foundational speaking skills, the 7 steps to building a more persuasive message and the importance of authenticity. You’ll leave knowing how to create a powerful, engaging presence as well how to strategically structure your message to convey credibility and confidence in a way that immediately resonates and wins over those you’re trying to influence. Watch Amy's special message for attendees!

3:30PM – 5:00PM
EXHIBIT HALL CLOSING RECEPTION

Last call! Join your fellow attendees for refreshments and a final visit with exhibitors.

8:00PM – 10:00 PM
DESSERTS AND DRINKS & PEER-TO-PEER ROUNDTABLES
Indulge your sweet tooth and grow your network. Meet new industry professionals, reconnect with colleagues and unwind in a relaxed, social setting. Leverage the unparalleled value of peer-to-peer sharing with other professionals who face the same challenges you do. Join the conversation and gain valuable insights.

FRIDAY, OCTOBER 26

6:00AM – 7:00AM
MORNING YOGA SESSION
Stretch out the stress! Join us for an early morning yoga session before kicking off the final day of Conference.

7:30AM – 8:30AM 
BREAKFAST

7:30AM – 8:30AM
JUST FOR CIRCLE OF EXCELLENCE QUALIFIERS BREAKFAST: CREATE A HERO CULTURE: LEVERAGE YOUR SUPERPOWERS!
Jennifer Webb | Founder | Magic Communications
As a Circle of Excellence qualifier, you're recognized as a hero. A hero models a vision for success while bringing everyone else along. This session will focus on specific superpower techniques behind the “Powers” of Serendipity (the ability to create opportunities and luck), Attitude (power to create a different set of beliefs and the perspective to get a more productive and desired outcome), Magnetism (the ability to draw others together) and Omnilinguistics (the ability to speak to everyone in their own language). Leave this session armed to leverage your superpowers to propel future success.

8:30AM – 9:30AM 
WOMEN & WEALTH: COURAGEOUS CONVERSATIONS
Jane Blaufus, CLU | Best Selling Author | International Speaker | Business Coach
There is a changing face of wealth in North America. By 2026, women will control close to half of all accumulated financial wealth. This increase will be partially driven by a significant flow of inheritances to women of all ages. Not only are women managing significant wealth and cash flow, it is also predicted that, at some point in their lifetime, nearly 90% of women will be solely responsible for making the financial decisions in their household. Are we ready to work with this influential segment and are we equipped as financial advisors to have the necessary ‘courageous conversations’ to provide the expertise and education to help other women deal with this impending financial tsunami? What are the implications for both the industry and financial advisors? Watch Jane's special message for attendees!

9:45AM – 10:45AM | EDUCATIONAL BREAKOUTS

A TALE OF THREE WIDOWS
Nancy Rash | Past WIFS National President
Statistics show that 70% of widows change financial advisors soon after their spouse dies, primarily because the one her husband had didn’t “get” them. More than one million women become widows every year and will soon total thirteen million. Without their spouse, many widows feel financially insecure, opening the door for financial predators. This session will discuss how to reach out to widows and will relay some “impactful empathy” with what to say or not to say to these grieving women.

PROVERBS FOR SELLING: MASTERING SALES THROUGH PROSPECTING, REFERRALS, AND DISCIPLINE
Tamara Bunte | Senior Facilitator | Institute for Advanced Results
Inspire sales professionals to take consistent, intelligent action to build their prospecting pipeline. They will learn how to take a classier approach to prospecting new clients and follow-up skills to actually get callbacks. This session is all about having an execution strategy. What do you say on the 4th voicemail when you've called an interested client three times and they haven't called you back? How do you get the decision maker to actually call back and want to talk with you? How do you maintain a positive mindset while waiting on your commission checks? Your advisors will close more sales, and your team will increase productivity. Watch Tamara's special message for attendees!

START THE DIALOGUE, BUILD TRUST & CLIENTS FOR LIFE
Jane Blaufus, CLU | Best Selling Author | International Speaker | Business Coach
Working in your natural market as a new or seasoned advisor, building a client base from scratch and possibly doing it more than once, understanding what is really behind an objection and knowing how to address it are keys to developing clients for life. This workshop will delve deep into each area and deliver specific tips and strategies you can implement immediately. Watch Jane's special message for attendees!

GAINING TRACTION THROUGH THE ART OF STAFFING – THE RECIPE FOR CREATING YOUR SUPERPOWER
Melinda Meyer | Founder & President | Aspen Strategies, LLC
Is your staff your Kryptonite or your Super Power? Is your staff lifting you up or exhausting your energies? Surrounding yourself with the right people can take your productivity, customer satisfaction and revenue to new heights. By the end of the workshop, you will have a better understanding how to select the right people, create meaningful job descriptions, create measurable accountability and productivity goals and compensate for results. Take away ideas that can be implemented within your organization to create and retain talent with Super Powers.

JUST FOR LEADERS: PSYCHOLOGY OF PERSUASION – MOTIVATING OTHERS TO BE THEIR BEST!
Jennifer Webb | Founder | Magic Communications
Influencing individuals to remain inspired and motivated despite constant change and chaos can mean the difference between being successful or just getting by, between loving work or just enduring it. Influencing is about strategic and focused communication, reading non-verbal cues, utilizing emotional intelligence to diffuse conflict and generate loyalty and trust, and dispel illusions around communication.

10:45AM – 11:15AM
HIT THE TRAIL BREAK 
It’s time to rev up before the last main stage session. Create your own mix of dried fruits and nuts to boost your energy.

11:15AM – 12:15PM
FINDING YOUR VOICE: UNLEASHING YOUR DESTINY
Sandy Eichel | WMC Financial Advisor | Northwestern Mutual
Have you ever sacrificed who you are for what you thought the world wanted you to be? Ever feel like you're confined to a life of shoulds? This session focuses on empowering financial services professionals to lead the way, realize what is holding them back from finding and how to capitalize on their power and voice. Through story sharing, which is sometimes funny and sometimes painful, Sandy will show how to use past experiences as fuel to change thinking and find the authentic, vibrant life you are meant to have. Your destiny is out there, you just need to conquer who you think you should be to find who you really are. Your voice and your path are yours to unleash!

12:30PM - 1:00PM
THAT’S A WRAP!
Join us for a video look-back over an amazing three days of learning, networking, and fun. Everyone will vote via live poll for the $500 Fast N’ Furious winner. We’ll also reveal the 2019 Conference location. Don’t miss the sneak peek. 

 

 

 

Cancellation Policy: Cancellation requests communicated in writing on or before September 30th are eligible for a refund less a $100 processing fee. Requests received October 1st or later are not eligible for refund or credit card chargeback. Forfeited registration fees cannot be applied to future events.

Transfer Policy: Registration transfer requests communicated in writing on or before September 30th are subject to a $50 processing fee. Transfer requests will not be honored after September 30th.

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WIFS operates for the purpose of attracting, developing and advancing women in the insurance and financial services industry. Members, partners and sponsors benefit from mutual respect for everyone's professional development, focus interaction and access to member information on activity that supports our mission.