Women's Symposium

2019 Women's symposium

More than 25 years ago in Marco Island, Florida, the group that would become the Raymond James Network for Women Advisors hosted a meeting that brought together local financial professionals to share insight, nurture connections and celebrate successes. From that first meeting, the Women's Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers.

Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: To help women advisors grow their businesses. Afterward, attendees are re-energized and motivated to immediately put new ideas gained from the conference and study groups to work in their practices. The symposium offers fresh perspectives, continuing education and so much more. It's a chance for us to celebrate what we do and find new ways to honor our clients, our community and our lives.

The 25th Annual Women's Symposium will be held September 11 - 13, 2019 at the Ritz-Carlton in Orlando, Florida.

Benefits of the Women's Symposium

Learn what you will gain by attending the Women's Symposium.

2019 Women’s Symposium Agenda At-A-Glance

Wednesday, September 11
10:00 a.m. – 6:00 p.m.  Conference Registration
12:00 – 1:00 p.m. Networking Lunch / Partner Showcase
1:00 – 1:30 p.m. Opening remarks 
1:30 – 2:20 p.m. Town Hall: Paul Reilly, Chairman & CEO
Tash Elwyn, President & CEO, Raymond James & Associates
Jodi Perry, President, Independent Contractor Division, Raymond James Financial Services
Scott Curtis, President, Private Client Group
2:40 – 3:30 p.m. Keynote: Nicole Malachowski
First Female U.S. Air Force Thunderbird Pilot
3:30 – 4:00 p.m. Technologies that Changed My Client's Life, My Life and My Business
Advisor Panel: Kimberlee Bouska, Financial Institutions Division
Laura Steckler, Raymond James & Associates
Amanda Piper, Raymond James Financial Services
Moderator: Salit Nagy-Todd, Senior Vice President, Raymond James Technology
4:00 – 5:00 p.m. Technology Center & Networking Session 
6:00 – 9:00 p.m.  Welcome Reception 
Thursday, September 12 
6:15 – 7:00 a.m. Yoga / Fun Run
7:00 a.m. – 5:00 p.m. Conference Registration
7:00 a.m. – 7:55 a.m. Networking Breakfast / Partner Showcase
8:00 – 8:50 a.m. Five Ways Technology Will Change the Way You Age
Bill McManus, Hartford Funds
8:50 – 9:40 a.m. How to Lead with Confidence and Be More Influential
Amy Cuddy, Author & Speaker  
10:00 – 11:50 a.m. Breakout Sessions
12:00 – 1:30 p.m. Lunch and Study Group Discussions
1:40  – 2:30 p.m. Retiring Retirement: The Era of Longevity Planning
Jan Holman, Thornburg Investment Management 
2:30  – 3:20 p.m. Portfolio Management Panel
Panelists: Eliza Mazen, ClearBridge Investments, A Legg Mason Company, Head of Global Growth, Portfolio Manager
Lori Keith, Parnassus, ESG
Sheila King, Eagle Asset Management, Fixed Income
Heather Beamer, J.P. Morgan, Portfolio Strategy Implementation
Moderator: Daren Pippio, Senior Vice President, Advisory Consulting, Raymond James
3:35 – 5:00 p.m. Workshops
6:30  – 7:00 p.m. Cocktail Reception 
7:00 – 9:00 p.m. Awards Dinner/Gala
9:00 – 11:00 p.m. Hospitality Suite
Friday, September 13
7:00 a.m. – 5:00 p.m. Conference Information 
7:00 – 7:55 a.m. Networking Breakfast / Partner Showcase
8:00  – 8:50 a.m. Caring for Aging Parents
Dr. Bob Seaberg, Lazard  
9:05 – 9:50 a.m. Breakout sessions
10:05 – 11:00 a.m. Women Advisor Panel
Panelists: Holly Stallworth, Virginia, RJFS FID
Nicole Middendorf, Minnesota, RJFS ICD
Patricia Bennett, Kentucky, RJA
Moderator: Amara Duderstadt, Senior Relationship Manager, Network for Women Advisors
11:00 – 11:50 a.m. Larry Adam, Chief Investment Officer, Raymond James
11:50 a.m. – 12:00 p.m. Closing remarks
12:00 – 1:00 p.m. Lunch
1:00 – 4:00 p.m. Optional CE Course

Contact Us

Ready to learn more? Now that you have scratched the surface of the possibilities that await you here, get the whole story. Reach out to us to have a conversation about what your business could look like as an advisor at Raymond James with the support of the Network for Women Advisors.